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 |
|---|---|---|---|---|---|
| Analyst IMS Investment Management Services Ltd. | 19,772 | $786.0K | 0.03% | +8,733+79.1% | Added |
| Lederer & Associates Investment Counsel | 19,783 | $787.0K | 0.57% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 19,961 | $793.8K | 0.06% | −27−0.1% | Reduced |
| Private Wealth Partners, LLC | 19,962 | $793.9K | 0.06% | 00.0% | Unchanged |
| Patten Group, Inc. | 19,979 | $794.6K | 0.19% | +2,028+11.3% | Added |
| MSA Advisors, LLC | 20,000 | $795.4K | 0.23% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 20,040 | $797.0K | 0.06% | +2,076+11.6% | Added |
| RW Investment Management LLC | 20,087 | $798.9K | 0.11% | +364+1.8% | Added |
| Westhampton Capital, LLC | 20,104 | $799.5K | 0.43% | −100−0.5% | Reduced |
| Deseret Mutual Benefit Administrators | 20,115 | $800.0K | 0.37% | −963−4.6% | Reduced |
| Leonteq Securities AG | 20,125 | $800.4K | 0.11% | −22,611−52.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 20,126 | $800.4K | 0.12% | −52−0.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 20,139 | $800.9K | 0.40% | +1,348+7.2% | Added |
| Crew Capital Management, Ltd. | 20,152 | $801.4K | 0.64% | 00.0% | Unchanged |
| Main Street Research LLC | 20,153 | $801.5K | 0.05% | −1,563−7.2% | Reduced |
| Clearview Wealth Advisors LLC | 20,167 | $802.0K | 0.70% | −964−4.6% | Reduced |
| Leisure Capital Management | 20,204 | $803.5K | 0.37% | +1,891+10.3% | Added |
| BTC Capital Management, Inc. | 20,248 | $805.3K | 0.07% | +248+1.2% | Added |
| Diversified, LLC | 20,251 | $805.4K | 0.09% | +8,329+69.9% | Added |
| Sierra Summit Advisors LLC | 20,314 | $807.9K | 0.20% | +11,714+136.2% | Added |
| Old Point Trust & Financial Services N A | 20,315 | $807.9K | 0.31% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 20,325 | $808.3K | 0.19% | +1,283+6.7% | Added |
| Councilmark Asset Management, LLC | 20,333 | $808.6K | 0.57% | 00.0% | Unchanged |
| Finivi Inc. | 20,382 | $810.6K | 0.67% | +66+0.3% | Added |
| Wendell David Associates Inc | 20,385 | $811.0K | 0.08% | 00.0% | Unchanged |
| Rogco, LP | 20,403 | $811.4K | 0.33% | +404+2.0% | Added |
| Adirondack Trust Co | 20,438 | $812.8K | 0.33% | −121−0.6% | Reduced |
| Opinicus Capital, Inc. | 20,461 | $813.7K | 0.69% | −13−0.1% | Reduced |
| Independence Bank of Kentucky | 20,473 | $814.2K | 0.22% | +3,744+22.4% | Added |
| TCI Wealth Advisors, Inc. | 20,536 | $816.7K | 0.08% | +125+0.6% | Added |
| Altfest L J & Co Inc | 20,546 | $817.0K | 0.11% | +141+0.7% | Added |
| Naples Global Advisors, LLC | 20,548 | $817.2K | 0.08% | −4,777−18.9% | Reduced |
| Oak Family Advisors, LLC | 20,571 | $818.1K | 0.31% | +20,571 | New |
| NBC Securities, Inc. | 20,622 | $820.0K | 0.07% | −5,744−21.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,632 | $820.5K | 0.04% | −1,882−8.4% | Reduced |
| Allstate Corp | 20,678 | $822.4K | 0.07% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20,700 | $823.2K | 0.41% | +20,000+2,857.1% | Added |
| Calton & Associates, Inc. | 20,736 | $824.7K | 0.41% | +459+2.3% | Added |
| Bigelow Investment Advisors, LLC | 20,955 | $833.4K | 0.40% | −39−0.2% | Reduced |
| Trust Co of Virginia | 20,983 | $834.5K | 0.08% | −310−1.5% | Reduced |
| Peoples Bank | 21,012 | $835.6K | 0.43% | −250−1.2% | Reduced |
| Madison Wealth Partners, Inc | 21,020 | $836.0K | 0.29% | −400−1.9% | Reduced |
| Marshall Financial Group LLC | 21,086 | $838.6K | 0.23% | −24−0.1% | Reduced |
| LexAurum Advisors, LLC | 21,190 | $842.7K | 0.21% | +1,235+6.2% | Added |
| West Paces Advisors Inc. | 21,195 | $842.9K | 0.22% | −667−3.1% | Reduced |
| PFW Advisors LLC | 21,196 | $843.0K | 0.27% | −432−2.0% | Reduced |
| Miramar Capital, LLC | 21,214 | $843.7K | 0.21% | +700+3.4% | Added |
| New Hampshire Trust | 21,301 | $847.1K | 0.19% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 21,330 | $848.3K | 0.10% | +14,157+197.4% | Added |
| Allegheny Financial Group LTD | 21,354 | $849.2K | 0.24% | +2,476+13.1% | Added |
| Verity & Verity, LLC | 21,431 | $852.3K | 0.09% | +6,827+46.7% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $852.7K | 0.29% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 19,346 | $853.7K | 0.21% | +19,346 | New |
| LBMC Investment Advisors, LLC | 21,503 | $855.2K | 0.07% | −749−3.4% | Reduced |
| Parisi Gray Wealth Management | 21,504 | $855.2K | 0.31% | +58+0.3% | Added |
| Cottage Street Advisors LLC | 21,516 | $855.7K | 0.51% | +90.0% | Added |
| Baldwin Investment Management, LLC | 21,520 | $855.9K | 0.12% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 21,522 | $855.9K | 0.05% | 00.0% | Unchanged |
| Bank of Stockton | 21,523 | $856.0K | 0.27% | +253+1.2% | Added |
| Emprise Bank | 21,535 | $856.4K | 0.53% | +1,690+8.5% | Added |
| Pitti Group Wealth Management, LLC | 25,466 | $857.4K | 0.93% | +1,016+4.2% | Added |
| Zions Bancorporation, N.A. | 21,583 | $858.4K | 0.07% | −27,990−56.5% | Reduced |
| Cromwell Holdings LLC | 21,604 | $859.2K | 0.51% | +21,604 | New |
| Keudell/Morrison Wealth Management | 21,708 | $863.3K | 0.25% | +3,800+21.2% | Added |
| Platform Technology Partners | 21,911 | $871.4K | 0.30% | +21,911 | New |
| WNY Asset Management, LLC | 21,915 | $871.6K | 0.12% | −2,215−9.2% | Reduced |
| Centennial Bank | 21,959 | $873.3K | 0.43% | −157−0.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 21,970 | $873.7K | 0.60% | +7,150+48.2% | Added |
| Driehaus Capital Management LLC | 21,993 | $874.7K | 0.01% | +7,964+56.8% | Added |
| Heritage Wealth Management, Inc. | 21,660 | $875.3K | 0.29% | +21,660 | New |
| ERn Financial, LLC | 22,018 | $875.6K | 0.15% | +336+1.5% | Added |
| Empirical Asset Management, LLC | 31,911 | $876.1K | 0.33% | +21,197+197.8% | Added |
| Sentry Investment Management LLC | 22,072 | $878.0K | 0.39% | −14,180−39.1% | Reduced |
| Citadel Investment Advisory, Inc. | 22,065 | $878.0K | 0.50% | −600−2.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 22,114 | $879.5K | 0.03% | −718−3.1% | Reduced |
| Abundance Wealth Counselors | 22,236 | $884.0K | 0.41% | −1,044−4.5% | Reduced |
| MJP Associates Inc | 22,257 | $885.2K | 0.18% | −688−3.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 22,291 | $886.5K | 0.04% | +2,991+15.5% | Added |
| Edge Wealth Management LLC | 22,337 | $888.4K | 0.19% | +30.0% | Added |
| Curbstone Financial Management Corp | 22,366 | $889.5K | 0.19% | −826−3.6% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $889.8K | 0.02% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 22,449 | $892.8K | 0.06% | −1,000−4.3% | Reduced |
| PFC Capital Group, Inc. | 22,476 | $893.0K | 0.45% | −1,265−5.3% | Reduced |
| Brave Warrior Advisors, LLC | 22,532 | $896.1K | 0.02% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 22,533 | $896.1K | 0.32% | −206−0.9% | Reduced |
| Crumly & Associates Inc. | 22,563 | $897.3K | 0.26% | −1,656−6.8% | Reduced |
| Insight Advisors, LLC | 22,577 | $897.9K | 0.16% | −1,697−7.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 22,957 | $913.0K | 0.62% | +144+0.6% | Added |
| Credit Capital Investments LLC | 23,000 | $914.7K | 1.15% | −67,000−74.4% | Reduced |
| Black Diamond Financial, LLC | 23,032 | $916.0K | 0.18% | +1,397+6.5% | Added |
| Sentinel Trust Co Lba | 23,036 | $916.0K | 0.11% | +418+1.8% | Added |
| Lansing Street Advisors | 23,066 | $917.3K | 0.38% | +456+2.0% | Added |
| Voya Financial Advisors, Inc. | 23,373 | $917.4K | 0.10% | −487−2.0% | Reduced |
| Accredited Investors Inc. | 23,110 | $919.1K | 0.06% | −482−2.0% | Reduced |
| First Command Advisory Services, Inc. | 23,131 | $919.9K | 0.01% | −2,496−9.7% | Reduced |
| Skyline Advisors, Inc. | 23,169 | $921.4K | 0.40% | +1,758+8.2% | Added |
| Willis Johnson & Associates, Inc. | 23,266 | $925.3K | 0.08% | −303−1.3% | Reduced |
| Michael B. Yongue | 23,307 | $926.9K | 0.80% | −510−2.1% | Reduced |
| Strategic Advocates LLC | 23,320 | $927.4K | 0.37% | −16,003−40.7% | Reduced |
| Schear Investment Advisers, LLC | 23,357 | $928.9K | 0.67% | −2,096−8.2% | Reduced |