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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Sepio Capital, LP | 33,959 | $1.35M | 0.12% | +25+0.1% | Added |
| Johnson & White Wealth Management, LLC | 33,982 | $1.35M | 1.29% | +1,343+4.1% | Added |
| Main Street Financial Solutions, LLC | 34,033 | $1.35M | 0.13% | −547−1.6% | Reduced |
| Apriem Advisors | 34,101 | $1.36M | 0.17% | −19−0.1% | Reduced |
| Smartleaf Asset Management LLC | 34,574 | $1.36M | 0.22% | +7,916+29.7% | Added |
| IFG Advisory, LLC | 34,129 | $1.36M | 0.09% | +456+1.4% | Added |
| US Asset Management LLC | 34,148 | $1.36M | 1.23% | −1,065−3.0% | Reduced |
| Aspiriant, LLC | 34,205 | $1.36M | 0.06% | −11,183−24.6% | Reduced |
| Stonegate Investment Group, LLC | 34,333 | $1.37M | 0.04% | +8,843+34.7% | Added |
| Curated Wealth Partners LLC | 34,335 | $1.37M | 0.19% | +34,335 | New |
| Campbell Newman Asset Management Inc | 34,350 | $1.37M | 0.11% | 00.0% | Unchanged |
| Trust Point Inc. | 34,368 | $1.37M | 0.11% | −1,809−5.0% | Reduced |
| Sweeney & Michel, LLC | 33,031 | $1.37M | 0.58% | −2,510−7.1% | Reduced |
| Hobbs Group Advisors, LLC | 35,370 | $1.38M | 0.52% | +35,370 | New |
| Teza Capital Management LLC | 34,629 | $1.38M | 0.17% | +34,629 | New |
| SignalPoint Asset Management, LLC | 34,680 | $1.38M | 0.37% | −483−1.4% | Reduced |
| Aviance Capital Partners, LLC | 34,768 | $1.38M | 0.20% | +11,998+52.7% | Added |
| Aspen Investment Management Inc | 34,923 | $1.39M | 0.69% | −629−1.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 34,945 | $1.39M | 1.32% | −125−0.4% | Reduced |
| Cape Ann Savings Bank | 35,019 | $1.39M | 0.86% | −311−0.9% | Reduced |
| Titleist Asset Management, LLC | 35,022 | $1.39M | 0.21% | +6,887+24.5% | Added |
| Fee-Only Financial Planning, L.C. | 35,117 | $1.40M | 0.94% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 35,139 | $1.40M | 0.16% | +1,640+4.9% | Added |
| Wall Street Access Asset Management, LLC | 35,196 | $1.40M | 0.57% | +20.0% | Added |
| Accurate Wealth Management, LLC | 33,499 | $1.40M | 0.34% | +5,995+21.8% | Added |
| Financial Advocates Investment Management | 35,352 | $1.41M | 0.09% | −1,640−4.4% | Reduced |
| TLWM | 35,386 | $1.41M | 0.30% | +50+0.1% | Added |
| WBH Advisory Inc | 35,481 | $1.41M | 0.14% | −2,002−5.3% | Reduced |
| Full Sail Capital, LLC | 35,489 | $1.41M | 0.09% | +109+0.3% | Added |
| Jmac Enterprises LLC | 35,491 | $1.41M | 0.25% | −1,983−5.3% | Reduced |
| GM Advisory Group, Inc. | 35,567 | $1.41M | 0.09% | +446+1.3% | Added |
| Magnus Financial Group LLC | 35,573 | $1.41M | 0.16% | −3,422−8.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 35,609 | $1.42M | 0.15% | +19,821+125.5% | Added |
| Epacria Capital Partners, LLC | 35,680 | $1.42M | 1.04% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 35,694 | $1.42M | 0.92% | −12,182−25.4% | Reduced |
| Coastal Bridge Advisors, LLC | 35,703 | $1.42M | 0.35% | +378+1.1% | Added |
| Princeton Capital Management LLC | 35,727 | $1.42M | 0.46% | +976+2.8% | Added |
| Midland Wealth Advisors LLC | 35,864 | $1.43M | 0.08% | −797−2.2% | Reduced |
| Blue Edge Capital, LLC | 36,000 | $1.43M | 0.24% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 30,982 | $1.44M | 0.79% | +1,959+6.7% | Added |
| Krilogy Financial LLC | 36,186 | $1.44M | 0.11% | +1,413+4.1% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.44M | 0.35% | 00.0% | Unchanged |
| Smithfield Trust Co | 36,163 | $1.44M | 0.08% | −1,865−4.9% | Reduced |
| Provenance Wealth Advisors, LLC | 36,278 | $1.44M | 0.20% | +315+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 36,318 | $1.44M | 0.47% | −243−0.7% | Reduced |
| Vise Technologies, Inc. | 36,440 | $1.45M | 0.25% | −5,152−12.4% | Reduced |
| TrinityPoint Wealth, LLC | 36,475 | $1.45M | 0.23% | −221−0.6% | Reduced |
| Mosaic Financial Group, LLC | 36,533 | $1.45M | 1.04% | +11,212+44.3% | Added |
| Corundum Group, Inc. | 36,711 | $1.46M | 0.57% | +11,695+46.8% | Added |
| Legacy Financial Advisors, Inc. | 36,745 | $1.46M | 0.26% | −5,347−12.7% | Reduced |
| NCP Inc. | 36,910 | $1.47M | 0.93% | −93−0.3% | Reduced |
| Mathes Company, Inc. | 36,900 | $1.47M | 0.53% | −3,000−7.5% | Reduced |
| Palumbo Wealth Management LLC | 36,919 | $1.47M | 0.62% | +5,747+18.4% | Added |
| Earnest Partners LLC | 36,949 | $1.47M | 0.01% | −1,441−3.8% | Reduced |
| 3Chopt Investment Partners, LLC | 37,008 | $1.47M | 0.45% | +1,159+3.2% | Added |
| InTrack Investment Management Inc | 37,075 | $1.47M | 1.05% | −2,576−6.5% | Reduced |
| First National Bank & Trust Co of Newtown | 37,077 | $1.47M | 0.30% | +159+0.4% | Added |
| Manchester Capital Management LLC | 37,099 | $1.48M | 0.18% | −2,303−5.8% | Reduced |
| Mill Capital Management, LLC | 37,120 | $1.48M | 0.12% | +519+1.4% | Added |
| Proquility Private Wealth Partners, LLC | 37,152 | $1.48M | 0.50% | −29,543−44.3% | Reduced |
| Longfellow Investment Management Co LLC | 37,166 | $1.48M | 0.37% | −13,013−25.9% | Reduced |
| ABN AMRO Bank N.V. | 36,920 | $1.48M | 0.02% | −5,515−13.0% | Reduced |
| Machina Capital S.A.S. | 37,261 | $1.48M | 0.66% | +37,261 | New |
| Mosaic Family Wealth Partners, LLC | 37,475 | $1.49M | 0.24% | −954−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 37,527 | $1.49M | 0.07% | +1,666+4.6% | Added |
| Prudent Man Advisors, LLC | 37,562 | $1.49M | 0.53% | +1,633+4.5% | Added |
| Modern Wealth Management, LLC | 37,576 | $1.49M | 0.11% | +4,324+13.0% | Added |
| Millennium Capital Advisors, LLC | 37,583 | $1.49M | 0.99% | +129+0.3% | Added |
| Marcum Wealth, LLC | 37,927 | $1.51M | 0.15% | −1,860−4.7% | Reduced |
| Boomfish Wealth Group, LLC | 38,058 | $1.51M | 0.98% | +376+1.0% | Added |
| Fukoku Mutual Life Insurance Co | 38,134 | $1.52M | 0.12% | −1,512−3.8% | Reduced |
| IMA Wealth, Inc. | 38,314 | $1.52M | 0.67% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 38,354 | $1.53M | 0.24% | −895−2.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 38,470 | $1.53M | 0.51% | +89+0.2% | Added |
| RMB Capital Management, LLC | 38,563 | $1.53M | 0.04% | +119+0.3% | Added |
| Connecticut Wealth Management, LLC | 38,657 | $1.54M | 0.08% | −3,888−9.1% | Reduced |
| Pinnacle Holdings, LLC | 38,693 | $1.54M | 0.63% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 38,773 | $1.54M | 0.70% | +31+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 38,848 | $1.54M | 0.22% | −457−1.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 39,005 | $1.55M | 0.78% | +76+0.2% | Added |
| Aaron Wealth Advisors | 39,027 | $1.55M | 0.22% | +313+0.8% | Added |
| Sovereign Financial Group, Inc. | 39,200 | $1.56M | 0.39% | +85+0.2% | Added |
| Fiduciary Family Office, LLC | 39,291 | $1.56M | 0.62% | −3,371−7.9% | Reduced |
| Proequities, Inc. | 39,337 | $1.56M | 0.10% | −1,472−3.6% | Reduced |
| Coastwise Capital Group, LLC | 39,427 | $1.57M | 1.49% | −2,258−5.4% | Reduced |
| Wesbanco Bank Inc | 39,442 | $1.57M | 0.06% | −289−0.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 39,463 | $1.57M | 0.22% | −1,469−3.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 39,502 | $1.57M | 0.34% | −1,802−4.4% | Reduced |
| Quotient Wealth Partners, LLC | 39,632 | $1.58M | 0.06% | +1,544+4.1% | Added |
| American Capital Advisory, LLC | 46,926 | $1.58M | 1.13% | +14,594+45.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35,866 | $1.58M | 0.01% | −2,521−6.6% | Reduced |
| Parkside Financial Bank & Trust | 39,803 | $1.58M | 0.25% | −3,749−8.6% | Reduced |
| Global Financial Private Client, LLC | 39,852 | $1.58M | 0.66% | −162−0.4% | Reduced |
| Ellsworth Advisors, LLC | 39,888 | $1.59M | 0.44% | +3,665+10.1% | Added |
| NBW Capital LLC | 39,906 | $1.59M | 0.31% | −3,373−7.8% | Reduced |
| Boston Trust Walden Corp | 39,908 | $1.59M | 0.01% | −1,733−4.2% | Reduced |
| Brown Financial Advisors | 39,957 | $1.59M | 0.71% | +39,957 | New |
| FLC Capital Advisors | 39,973 | $1.59M | 0.39% | −2,100−5.0% | Reduced |
| Grand Jean Capital Management Inc | 40,000 | $1.59M | 0.40% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.59M | 0.70% | 00.0% | Unchanged |