Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q2 2024
Institutional positions in Bank of America Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,955
- +68 vs. Q1 2024
- Shares held
- 5.64B
- +13.2M (+0.2%) vs. Q1 2024
- Total value
- $224.3B
- +$11.1B (+5.2%) vs. Q1 2024
- New holders
- 199
- 1,166 more added
- Sold out
- 131
- 1,255 more reduced
37 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 17,366 | $690.6K | 0.50% | +1,345+8.4% | Added |
| Bell Bank | 17,390 | $691.6K | 0.06% | +14+0.1% | Added |
| Virtue Capital Management, LLC | 16,217 | $692.0K | 0.12% | −366−2.2% | Reduced |
| Dark Forest Capital Management LP | 17,437 | $693.5K | 0.13% | +17,437 | New |
| Firethorn Wealth Partners, LLC | 17,447 | $693.9K | 0.39% | −425−2.4% | Reduced |
| Northern Oak Wealth Management Inc | 17,513 | $696.5K | 0.08% | −8,991−33.9% | Reduced |
| Grandview Asset Management LLC | 17,551 | $698.0K | 0.41% | −662−3.6% | Reduced |
| Cyrus J. Lawrence, LLC | 17,570 | $698.0K | 0.14% | 00.0% | Unchanged |
| Menard Financial Group LLC | 17,576 | $699.0K | 0.50% | +3,044+20.9% | Added |
| Harmony Asset Management LLC | 17,594 | $699.7K | 0.29% | −23−0.1% | Reduced |
| Clear Investment Research, LLC | 17,606 | $700.2K | 0.91% | −28−0.2% | Reduced |
| Close Asset Management Ltd | 17,645 | $702.0K | 0.02% | −2,555−12.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 17,686 | $703.4K | 0.07% | +354+2.0% | Added |
| Gibbs Wealth Management | 17,714 | $704.5K | 0.29% | +4,182+30.9% | Added |
| Hara Capital LLC | 17,731 | $705.2K | 0.45% | −81−0.5% | Reduced |
| Hartford Funds Management Co LLC | 17,736 | $705.3K | 0.07% | −23,282−56.8% | Reduced |
| Bennett Selby Investments LP | 17,807 | $708.2K | 0.32% | −600−3.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,808 | $708.2K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 17,842 | $710.0K | 0.28% | −22,500−55.8% | Reduced |
| Tranquility Partners, LLC | 17,870 | $710.7K | 0.27% | +154+0.9% | Added |
| Investors Research Corp | 17,879 | $711.0K | 0.17% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 17,883 | $711.2K | 0.30% | +1,123+6.7% | Added |
| Mechanics Financial Corp | 17,940 | $713.5K | 0.37% | +660+3.8% | Added |
| Miracle Mile Advisors, LLC | 17,940 | $713.5K | 0.02% | −1,289−6.7% | Reduced |
| Lathrop Investment Management Corp | 17,955 | $714.0K | 0.14% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 17,983 | $715.2K | 0.26% | 00.0% | Unchanged |
| Versor Investments LP | 18,000 | $715.9K | 0.13% | +18,000 | New |
| Onefund, LLC | 18,019 | $716.6K | 0.78% | +299+1.7% | Added |
| High Net Worth Advisory Group LLC | 18,060 | $718.3K | 0.22% | −35−0.2% | Reduced |
| Prentice Wealth Management LLC | 18,073 | $718.8K | 0.23% | −145−0.8% | Reduced |
| YHB Investment Advisors, Inc. | 18,081 | $719.1K | 0.06% | +1,422+8.5% | Added |
| Soltis Investment Advisors LLC | 18,098 | $719.8K | 0.08% | +1,367+8.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 18,148 | $721.7K | 0.19% | +6,974+62.4% | Added |
| Waterfront Wealth Inc. | 18,182 | $723.1K | 0.20% | −1,928−9.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,185 | $723.2K | 0.15% | +3,000+19.8% | Added |
| Alta Advisers Ltd | 18,200 | $723.8K | 0.35% | 00.0% | Unchanged |
| Fca Corp | 18,201 | $723.9K | 0.23% | 00.0% | Unchanged |
| Navellier & Associates Inc | 18,244 | $725.6K | 0.09% | −300−1.6% | Reduced |
| M&R Capital Management Inc | 18,265 | $726.4K | 0.17% | −1,928−9.5% | Reduced |
| Nilsine Partners, LLC | 18,278 | $726.9K | 0.10% | −40−0.2% | Reduced |
| Everpar Advisors LLC | 18,290 | $727.4K | 0.36% | −5,522−23.2% | Reduced |
| MidWestOne Financial Group, Inc. | 18,327 | $728.9K | 0.13% | −782−4.1% | Reduced |
| Kanawha Capital Management LLC | 18,332 | $729.1K | 0.06% | +188+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 18,351 | $729.8K | 0.05% | +20.0% | Added |
| Headinvest, LLC | 18,358 | $730.1K | 0.14% | +241+1.3% | Added |
| Secure Asset Management, LLC | 18,401 | $731.8K | 0.14% | +8,388+83.8% | Added |
| Founders Capital Management, LLC | 18,471 | $734.6K | 0.13% | −314−1.7% | Reduced |
| New Republic Capital, LLC | 18,479 | $734.9K | 0.37% | −24−0.1% | Reduced |
| Impax Asset Management Group plc | 18,500 | $735.7K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 18,541 | $737.4K | 0.53% | +5,281+39.8% | Added |
| MRP Capital Investments, LLC | 18,550 | $737.7K | 0.69% | −5,500−22.9% | Reduced |
| Old Port Advisors | 18,556 | $738.0K | 0.22% | +794+4.5% | Added |
| Guardian Capital Advisors LP | 17,715 | $739.4K | 0.08% | +148+0.8% | Added |
| Caas Capital Management LP | 18,595 | $739.5K | 1.38% | +18,595 | New |
| Oxford Financial Group Ltd | 18,606 | $740.0K | 0.05% | +8,790+89.5% | Added |
| Humankind Investments LLC | 18,609 | $740.1K | 0.20% | +7,436+66.6% | Added |
| Accel Wealth Management | 18,612 | $740.2K | 0.30% | −523−2.7% | Reduced |
| Texas Yale Capital Corp. | 18,640 | $741.3K | 0.04% | −29,250−61.1% | Reduced |
| Burkett Financial Services, LLC | 18,646 | $741.6K | 0.38% | −349−1.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,647 | $741.6K | 0.39% | +199+1.1% | Added |
| BEAM Asset Management, LLC | 18,688 | $743.2K | 0.25% | +18,688 | New |
| DF Dent & Co Inc | 18,731 | $744.9K | 0.01% | −200−1.1% | Reduced |
| LVM Capital Management Ltd | 18,733 | $745.0K | 0.08% | −328−1.7% | Reduced |
| BIP Wealth, LLC | 18,773 | $746.6K | 0.06% | +694+3.8% | Added |
| Tobam | 18,775 | $747.0K | 0.12% | −16,814−47.2% | Reduced |
| Kahn Brothers Group Inc | 18,837 | $749.4K | 0.13% | −15,064−44.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 18,881 | $750.9K | 0.13% | +1,227+7.0% | Added |
| NFP Retirement, Inc. | 18,931 | $752.8K | 0.06% | +111+0.6% | Added |
| Carl P. Sherr & Co., LLC | 18,946 | $753.5K | 0.42% | +10+0.1% | Added |
| Acropolis Investment Management, LLC | 18,953 | $753.8K | 0.05% | +212+1.1% | Added |
| Oakworth Capital, Inc. | 19,003 | $755.8K | 0.06% | −30−0.2% | Reduced |
| Icapital Wealth LLC | 19,031 | $756.9K | 0.41% | +1,475+8.4% | Added |
| Peoples Financial Services Corp. | 19,059 | $758.0K | 0.34% | −1,601−7.7% | Reduced |
| SOA Wealth Advisors, LLC. | 19,159 | $762.0K | 0.15% | −72−0.4% | Reduced |
| JNBA Financial Advisors | 19,197 | $763.5K | 0.08% | −45−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 19,200 | $763.6K | 0.04% | +413+2.2% | Added |
| Van Cleef Asset Management,Inc | 19,215 | $764.2K | 0.10% | −8,381−30.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 19,275 | $766.6K | 0.17% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 19,283 | $767.0K | 0.43% | +226+1.2% | Added |
| Community Bank, N.A. | 19,291 | $767.2K | 0.10% | +1,988+11.5% | Added |
| Drive Wealth Management, LLC | 19,306 | $767.8K | 0.21% | +127+0.7% | Added |
| Cooper Financial Group | 19,311 | $768.0K | 0.11% | +10,024+107.9% | Added |
| Moloney Securities Asset Management, LLC | 19,365 | $770.2K | 0.11% | +208+1.1% | Added |
| Sweet Financial Partners, LLC | 19,382 | $770.8K | 0.18% | −1,277−6.2% | Reduced |
| Wealth Alliance | 19,433 | $772.8K | 0.10% | −506−2.5% | Reduced |
| 180 Wealth Advisors, LLC | 18,508 | $773.8K | 0.13% | −920−4.7% | Reduced |
| Gsa Capital Partners LLP | 19,473 | $774.0K | 0.05% | +9,907+103.6% | Added |
| Hall Capital Management Co Inc | 19,464 | $774.1K | 0.37% | +1,269+7.0% | Added |
| X-Square Capital, LLC | 19,491 | $775.0K | 0.36% | −772−3.8% | Reduced |
| Kearns & Associates LLC | 19,500 | $775.5K | 0.58% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 19,520 | $776.3K | 0.09% | −897−4.4% | Reduced |
| ASB Consultores, LLC | 19,524 | $776.5K | 0.28% | −14,373−42.4% | Reduced |
| Fortitude Family Office, LLC | 19,528 | $776.6K | 0.44% | +3,433+21.3% | Added |
| Copperwynd Financial, LLC | 19,274 | $776.9K | 0.25% | +945+5.2% | Added |
| RFG Advisory, LLC | 19,554 | $777.7K | 0.03% | +1,116+6.1% | Added |
| Alps Advisors Inc | 19,646 | $781.3K | 0.01% | −1,017−4.9% | Reduced |
| CKW Financial Group | 19,570 | $783.0K | 0.10% | −499−2.5% | Reduced |
| Kestra Investment Management, LLC | 19,735 | $784.9K | 0.05% | +19,735 | New |
| Worth Financial Advisory Group, LLC | 19,749 | $785.4K | 0.52% | +574+3.0% | Added |
| Delta Financial Group, Inc. | 19,759 | $786.0K | 0.33% | −2,482−11.2% | Reduced |