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 |
|---|---|---|---|---|---|
| Benchmark Financial Wealth Advisors, LLC | 23,427 | $931.7K | 0.35% | +2,033+9.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $940.2K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 22,233 | $940.5K | 0.61% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 23,682 | $941.8K | 0.34% | +198+0.8% | Added |
| Harbor Advisory Corp | 23,695 | $942.4K | 0.33% | 00.0% | Unchanged |
| Mairs & Power Inc | 23,732 | $943.8K | 0.01% | −301−1.3% | Reduced |
| Colonial River Wealth Management, LLC | 23,744 | $944.3K | 0.51% | −396−1.6% | Reduced |
| Circle Wealth Management, LLC | 23,752 | $944.6K | 0.02% | −7,391−23.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 23,805 | $946.7K | 0.03% | +23,805 | New |
| Key Financial Inc | 23,835 | $947.9K | 0.23% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 23,895 | $950.3K | 0.07% | +5,726+31.5% | Added |
| WoodTrust Financial Corp | 23,954 | $953.0K | 0.15% | +724+3.1% | Added |
| Fishman Jay A Ltd | 24,000 | $954.5K | 0.10% | 00.0% | Unchanged |
| Clough Capital Partners L P | 24,000 | $954.5K | 0.10% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 24,078 | $957.6K | 0.14% | +57+0.2% | Added |
| Cornerstone Advisory, LLC | 24,082 | $957.8K | 0.13% | +36+0.1% | Added |
| MONECO Advisors, LLC | 24,238 | $963.9K | 0.14% | +3,599+17.4% | Added |
| Lantern Wealth Advisors, LLC | 24,305 | $966.6K | 0.70% | −1,227−4.8% | Reduced |
| Unionview, LLC | 24,307 | $966.7K | 0.79% | +782+3.3% | Added |
| Intrepid Financial Planning Group LLC | 24,397 | $970.3K | 0.42% | +374+1.6% | Added |
| Wealth Effects LLC | 24,646 | $980.2K | 0.36% | −1,105−4.3% | Reduced |
| Westmount Partners, LLC | 24,516 | $980.9K | 0.32% | −122−0.5% | Reduced |
| Tradewinds, LLC. | 24,724 | $983.3K | 0.30% | +4,615+22.9% | Added |
| Mitchell Capital Management Co | 24,749 | $984.3K | 0.17% | −120−0.5% | Reduced |
| Sound Income Strategies, LLC | 24,779 | $985.5K | 0.06% | +18,395+288.1% | Added |
| Spirit of America Management Corp | 24,850 | $988.3K | 0.20% | 00.0% | Unchanged |
| Independent Investors Inc | 24,880 | $989.5K | 0.22% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 24,899 | $990.2K | 0.83% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 24,906 | $990.5K | 0.31% | +140+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 24,942 | $991.9K | 0.07% | −924−3.6% | Reduced |
| Altshuler Shaham Ltd | 24,968 | $993.0K | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25,000 | $994.0K | 0.31% | 00.0% | Unchanged |
| Shay Capital LLC | 25,000 | $994.3K | 0.28% | +25,000 | New |
| Aviso Wealth Management | 25,008 | $994.6K | 0.59% | −4,796−16.1% | Reduced |
| PDS Planning, Inc | 25,037 | $995.7K | 0.10% | +2,981+13.5% | Added |
| Valmark Advisers, Inc. | 25,229 | $1.00M | 0.02% | +2,674+11.9% | Added |
| Field & Main Bank | 25,236 | $1.00M | 0.38% | +91+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 25,085 | $1.00M | 0.11% | +17+0.1% | Added |
| Wayfinding Financial, LLC | 25,396 | $1.01M | 0.57% | +105+0.4% | Added |
| Sawgrass Asset Management LLC | 25,407 | $1.01M | 0.11% | +1,313+5.4% | Added |
| Ayalon Holdings Ltd. | 25,577 | $1.02M | 0.33% | −875−3.3% | Reduced |
| Washington Capital Management Inc | 25,655 | $1.02M | 0.86% | −700−2.7% | Reduced |
| Rather & Kittrell, Inc. | 25,701 | $1.02M | 0.28% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 25,734 | $1.02M | 0.39% | +4,688+22.3% | Added |
| TruWealth Advisors, LLC | 25,798 | $1.03M | 0.07% | −382−1.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 25,260 | $1.03M | 0.52% | −42−0.2% | Reduced |
| Silverlake Wealth Management LLC | 25,825 | $1.03M | 0.42% | −448−1.7% | Reduced |
| Auxano Advisors, LLC | 25,913 | $1.03M | 0.28% | −7,034−21.3% | Reduced |
| Blueprint Investment Partners LLC | 25,921 | $1.03M | 0.22% | +2,087+8.8% | Added |
| Lawson Kroeker Investment Management Inc | 25,934 | $1.03M | 0.20% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 25,944 | $1.03M | 0.85% | +1,907+7.9% | Added |
| Rappaport Reiches Capital Management, LLC | 25,950 | $1.03M | 0.30% | +276+1.1% | Added |
| Advisory Alpha, LLC | 25,974 | $1.03M | 0.04% | +1,513+6.2% | Added |
| Denali Advisors LLC | 26,100 | $1.04M | 0.28% | −1,400−5.1% | Reduced |
| Strategic Investment Advisors | 26,107 | $1.04M | 0.13% | −995−3.7% | Reduced |
| Stableford Capital II LLC | 23,697 | $1.04M | 0.41% | −371−1.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,209 | $1.04M | 0.61% | +120.0% | Added |
| Covenant Asset Management, LLC | 26,216 | $1.04M | 0.23% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 26,275 | $1.04M | 0.02% | −1,000−3.7% | Reduced |
| Rossmore Private Capital | 26,305 | $1.05M | 0.14% | −40−0.2% | Reduced |
| FinTrust Capital Advisors, LLC | 26,351 | $1.05M | 0.20% | −1,063−3.9% | Reduced |
| Integral Investment Advisors, Inc. | 26,709 | $1.05M | 0.39% | −1,153−4.1% | Reduced |
| Pin Oak Investment Advisors Inc | 26,422 | $1.05M | 1.00% | +7,976+43.2% | Added |
| Orion Capital Management LLC | 26,429 | $1.05M | 0.55% | −1,200−4.3% | Reduced |
| Aletheian Wealth Advisors LLC | 26,445 | $1.05M | 0.55% | −2,953−10.0% | Reduced |
| Clear Harbor Asset Management, LLC | 26,474 | $1.05M | 0.09% | −300−1.1% | Reduced |
| PFG Advisors | 26,542 | $1.06M | 0.07% | −1,773−6.3% | Reduced |
| Strategic Blueprint, LLC | 26,546 | $1.06M | 0.07% | +4,489+20.4% | Added |
| Harbour Investments, Inc. | 26,564 | $1.06M | 0.04% | −566−2.1% | Reduced |
| Alpha Omega Wealth Management LLC | 26,627 | $1.06M | 0.20% | −289−1.1% | Reduced |
| Garner Asset Management Corp | 26,617 | $1.06M | 0.52% | −107−0.4% | Reduced |
| Summit Asset Management, LLC | 26,634 | $1.06M | 0.22% | +5,601+26.6% | Added |
| Integrated Investment Consultants, LLC | 27,941 | $1.06M | 0.29% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 26,700 | $1.06M | 0.32% | −3,862−12.6% | Reduced |
| Old Mission Investment Co LLC | 26,745 | $1.06M | 0.34% | +1,507+6.0% | Added |
| Bryn Mawr Trust Co | 26,772 | $1.06M | 0.04% | −366−1.3% | Reduced |
| Sippican Capital Advisors | 26,805 | $1.07M | 0.84% | +400+1.5% | Added |
| Mittelman Wealth Management | 26,849 | $1.07M | 0.69% | −334−1.2% | Reduced |
| Callan Capital, LLC | 26,871 | $1.07M | 0.09% | +2,019+8.1% | Added |
| Central Pacific Bank - Trust Division | 26,899 | $1.07M | 0.13% | −3,830−12.5% | Reduced |
| Hedges Asset Management LLC | 26,900 | $1.07M | 0.77% | −1,400−4.9% | Reduced |
| Physicians Financial Services, Inc. | 27,011 | $1.07M | 0.35% | −440−1.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 27,000 | $1.07M | 0.55% | +27,000 | New |
| Eqis Capital Management, Inc. | 27,007 | $1.07M | 0.09% | +1,807+7.2% | Added |
| Baker Avenue Asset Management, LP | 27,019 | $1.07M | 0.04% | +781+3.0% | Added |
| StoneX Group Inc. | 27,092 | $1.08M | 0.09% | +3,614+15.4% | Added |
| Mark Asset Management LP | 27,217 | $1.08M | 0.14% | +188+0.7% | Added |
| Skopos Labs, Inc. | 28,880 | $1.08M | 0.47% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 27,283 | $1.08M | 0.15% | +293+1.1% | Added |
| Strategic Advisors LLC | 27,341 | $1.09M | 0.21% | −2,469−8.3% | Reduced |
| Greytown Advisors Inc. | 27,344 | $1.09M | 0.64% | −19,577−41.7% | Reduced |
| Liberty Wealth Management LLC | 39,036 | $1.09M | 0.20% | +12,064+44.7% | Added |
| SPC Financial, Inc. | 27,460 | $1.09M | 0.10% | +1,883+7.4% | Added |
| Parkside Investments, LLC | 27,500 | $1.09M | 0.17% | −2,720−9.0% | Reduced |
| Catalyst Financial Partners LLC | 27,553 | $1.10M | 0.24% | +1,596+6.1% | Added |
| Winthrop Advisory Group LLC | 27,582 | $1.10M | 0.15% | −98−0.4% | Reduced |
| Greenwich Wealth Management LLC | 27,588 | $1.10M | 0.08% | −932−3.3% | Reduced |
| Tyler-Stone Wealth Management | 27,615 | $1.10M | 0.45% | −2,466−8.2% | Reduced |
| Connective Portfolio Management, LLC | 27,625 | $1.10M | 1.79% | −17,000−38.1% | Reduced |
| Accent Capital Management, LLC | 27,627 | $1.10M | 0.67% | 00.0% | Unchanged |