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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 27,635 | $1.10M | 0.51% | +110+0.4% | Added |
| Buckhead Capital Management LLC | 27,638 | $1.10M | 0.37% | +275+1.0% | Added |
| Heritage Wealth Advisors | 27,756 | $1.10M | 0.05% | −778−2.7% | Reduced |
| Stony Point Wealth Management Inc. | 27,906 | $1.11M | 0.48% | −1,942−6.5% | Reduced |
| Journey Advisory Group, LLC | 27,916 | $1.11M | 0.13% | −600−2.1% | Reduced |
| Tectonic Advisors LLC | 27,927 | $1.11M | 0.08% | +1,682+6.4% | Added |
| Shayne & Co., LLC | 27,994 | $1.11M | 0.31% | +2,000+7.7% | Added |
| Spears Abacus Advisors LLC | 28,000 | $1.11M | 0.02% | +300+1.1% | Added |
| Aprio Wealth Management, LLC | 28,110 | $1.12M | 0.20% | +2,452+9.6% | Added |
| Burns J W & Co Inc | 28,119 | $1.12M | 0.15% | −4,292−13.2% | Reduced |
| Chesapeake Wealth Management | 28,219 | $1.12M | 0.41% | −687−2.4% | Reduced |
| Pure Financial Advisors, Inc. | 28,304 | $1.13M | 0.03% | −530−1.8% | Reduced |
| Barrett & Company, Inc. | 28,435 | $1.13M | 0.51% | −2,032−6.7% | Reduced |
| Nations Financial Group Inc, | 28,589 | $1.14M | 0.09% | +6,546+29.7% | Added |
| Sit Investment Associates Inc | 28,596 | $1.14M | 0.03% | −675−2.3% | Reduced |
| Roman Butler Fullerton & Co | 27,251 | $1.14M | 0.37% | −161−0.6% | Reduced |
| Concord Wealth Partners | 28,641 | $1.14M | 0.20% | −31,375−52.3% | Reduced |
| Precedent Wealth Partners, LLC | 28,642 | $1.14M | 0.46% | +1,585+5.9% | Added |
| Journey Strategic Wealth LLC | 28,751 | $1.14M | 0.05% | +5,236+22.3% | Added |
| Kathmere Capital Management, LLC | 28,751 | $1.14M | 0.12% | +3,334+13.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,795 | $1.15M | 0.60% | +28+0.1% | Added |
| Augustine Asset Management Inc | 28,815 | $1.15M | 0.44% | +145+0.5% | Added |
| WealthPLAN Partners, LLC | 28,826 | $1.15M | 0.12% | +717+2.6% | Added |
| Baker Tilly Wealth Management, LLC | 28,874 | $1.15M | 0.47% | −42,342−59.5% | Reduced |
| Mechanics Bank Trust Department | 28,992 | $1.15M | 0.16% | −675−2.3% | Reduced |
| Keystone Financial Group | 29,104 | $1.16M | 0.41% | −1,347−4.4% | Reduced |
| Cypress Capital Group | 29,138 | $1.16M | 0.14% | +478+1.7% | Added |
| Grant/GrossMendelsohn, LLC | 29,164 | $1.16M | 0.53% | −1,996−6.4% | Reduced |
| Keel Point, LLC | 30,178 | $1.16M | 0.10% | +10,904+56.6% | Added |
| Dunhill Financial, LLC | 29,241 | $1.16M | 0.72% | +28,608+4,519.4% | Added |
| Next Level Private LLC | 29,264 | $1.16M | 0.53% | −20−0.1% | Reduced |
| Operose Advisors LLC | 29,342 | $1.17M | 0.41% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 29,400 | $1.17M | 0.42% | −862−2.8% | Reduced |
| BLB&B Advisors, LLC | 29,597 | $1.18M | 0.06% | −577−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 29,620 | $1.18M | 0.06% | +3,756+14.5% | Added |
| Wealth Architects, LLC | 29,651 | $1.18M | 0.14% | −146−0.5% | Reduced |
| Everhart Financial Group, Inc. | 29,850 | $1.18M | 0.31% | +4,988+20.1% | Added |
| Kovack Advisors, Inc. | 29,804 | $1.19M | 0.13% | +1,050+3.7% | Added |
| GFG Capital, LLC | 29,876 | $1.19M | 0.32% | +45+0.2% | Added |
| Nicholas Hoffman & Company, LLC. | 29,908 | $1.19M | 0.06% | −513−1.7% | Reduced |
| Court Place Advisors, LLC | 29,980 | $1.19M | 0.37% | +6,971+30.3% | Added |
| McLean Asset Management Corp | 28,618 | $1.19M | 0.39% | +323+1.1% | Added |
| KPP Advisory Services LLC | 30,117 | $1.20M | 0.32% | +2,672+9.7% | Added |
| Paragon Capital Management LLC | 30,124 | $1.20M | 0.65% | −355−1.2% | Reduced |
| Columbia Asset Management | 30,166 | $1.20M | 0.23% | +502+1.7% | Added |
| IPG Investment Advisors LLC | 30,228 | $1.20M | 0.26% | +400+1.3% | Added |
| Horrell Capital Management, Inc. | 30,251 | $1.20M | 0.35% | +190+0.6% | Added |
| VELA Investment Management, LLC | 30,392 | $1.21M | 0.43% | 00.0% | Unchanged |
| Kidder Stephen W | 30,440 | $1.21M | 0.38% | −125−0.4% | Reduced |
| NCM Capital Management, LLC | 30,483 | $1.21M | 0.64% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30,513 | $1.21M | 0.11% | −2,234−6.8% | Reduced |
| Calamos Wealth Management LLC | 30,549 | $1.21M | 0.07% | −4,703−13.3% | Reduced |
| Navalign, LLC | 30,692 | $1.22M | 0.39% | +1,915+6.7% | Added |
| Ostrum Asset Management | 30,711 | $1.22M | 0.11% | −6,258−16.9% | Reduced |
| Quent Capital, LLC | 30,734 | $1.22M | 0.13% | +974+3.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,739 | $1.22M | 0.03% | −1,801−5.5% | Reduced |
| Good Life Advisors, LLC | 30,764 | $1.22M | 0.10% | +1,190+4.0% | Added |
| David Loasby | 29,423 | $1.23M | 0.12% | +4,611+18.6% | Added |
| Greenline Partners, LLC | 30,754 | $1.23M | 0.19% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 31,081 | $1.24M | 1.12% | +76+0.2% | Added |
| Laurion Capital Management LP | 31,087 | $1.24M | 0.04% | +31,087 | New |
| City Holding Co | 31,157 | $1.24M | 0.18% | −456−1.4% | Reduced |
| Geneos Wealth Management Inc. | 31,175 | $1.24M | 0.06% | −2,058−6.2% | Reduced |
| Paragon Financial Partners, Inc. | 31,190 | $1.24M | 0.97% | +29+0.1% | Added |
| KKM Financial LLC | 31,460 | $1.24M | 0.59% | 00.0% | Unchanged |
| Canopy Partners, LLC | 31,332 | $1.25M | 0.58% | +186+0.6% | Added |
| Allen Capital Group, LLC | 31,405 | $1.25M | 0.18% | +1,543+5.2% | Added |
| Smith Thornton Advisors LLC | 31,569 | $1.26M | 0.92% | +31,569 | New |
| CX Institutional | 31,596 | $1.26M | 0.06% | +925+3.0% | Added |
| Ullmann Financial Group, Inc. | 31,599 | $1.26M | 0.18% | +440+1.4% | Added |
| Founders Financial Alliance, LLC | 31,625 | $1.26M | 0.37% | +175+0.6% | Added |
| USA Financial Portformulas Corp | 31,640 | $1.26M | 0.20% | +18,674+144.0% | Added |
| Tempus Wealth Planning, LLC | 31,719 | $1.26M | 0.53% | +1,563+5.2% | Added |
| American National Bank | 31,720 | $1.26M | 0.16% | +277+0.9% | Added |
| Bright Futures Wealth Management, LLC. | 33,582 | $1.26M | 0.68% | +1,165+3.6% | Added |
| Sunbelt Securities, Inc. | 31,752 | $1.26M | 0.13% | −39−0.1% | Reduced |
| Shepherd Financial Partners LLC | 31,770 | $1.26M | 0.16% | +17+0.1% | Added |
| Community Bank & Trust, Waco, Texas | 31,940 | $1.27M | 0.32% | −125−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 34,151 | $1.27M | 0.18% | +3,521+11.5% | Added |
| Haverford Trust Co | 32,328 | $1.29M | 0.01% | +2,700+9.1% | Added |
| First PREMIER Bank | 32,335 | $1.29M | 0.34% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 32,372 | $1.29M | 0.23% | +20.0% | Added |
| Iams Wealth Management, LLC | 32,404 | $1.29M | 0.71% | −2,269−6.5% | Reduced |
| Raelipskie Partnership | 32,633 | $1.30M | 0.69% | −124−0.4% | Reduced |
| First National Bank Sioux Falls | 32,638 | $1.30M | 0.67% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 32,800 | $1.30M | 0.00% | +32,800 | New |
| Breakwater Capital Group | 32,858 | $1.31M | 0.30% | +782+2.4% | Added |
| Personal Cfo Solutions, LLC | 32,891 | $1.31M | 0.20% | −76−0.2% | Reduced |
| LifePro Asset Management | 33,038 | $1.31M | 0.94% | −6,012−15.4% | Reduced |
| Monterey Private Wealth, Inc. | 33,059 | $1.31M | 0.49% | +1,216+3.8% | Added |
| Sabal Trust CO | 33,110 | $1.32M | 0.08% | −4,999−13.1% | Reduced |
| Intrinsic Value Partners, LLC | 33,263 | $1.32M | 1.38% | −210−0.6% | Reduced |
| Kessler Investment Group, LLC | 33,352 | $1.33M | 0.72% | +33,352 | New |
| Pasadena Private Wealth, LLC | 33,447 | $1.33M | 0.31% | −341−1.0% | Reduced |
| Avenir Corp | 33,465 | $1.33M | 0.13% | −351−1.0% | Reduced |
| Aurora Private Wealth, Inc. | 33,462 | $1.33M | 1.17% | +195+0.6% | Added |
| Wealth Management Associates, Inc. | 33,844 | $1.35M | 0.63% | 00.0% | Unchanged |
| Buttonwood Financial Advisors Inc. | 33,864 | $1.35M | 0.64% | −525−1.5% | Reduced |
| Dorchester Wealth Management Co | 33,886 | $1.35M | 0.26% | −5,296−13.5% | Reduced |
| CSS LLC | 33,900 | $1.35M | 0.10% | −10,000−22.8% | Reduced |