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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 40,121 | $1.60M | 0.24% | +60+0.1% | Added |
| Fort Sheridan Advisors LLC | 40,170 | $1.60M | 0.26% | +2,201+5.8% | Added |
| Hikari Power Ltd | 40,240 | $1.60M | 0.14% | 00.0% | Unchanged |
| Avestar Capital, LLC | 40,363 | $1.61M | 0.18% | +5,809+16.8% | Added |
| Biltmore Family Office, LLC | 40,414 | $1.61M | 0.30% | +423+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 40,422 | $1.61M | 1.03% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 40,452 | $1.61M | 0.83% | +40+0.1% | Added |
| West Branch Capital LLC | 40,556 | $1.61M | 0.60% | +2,103+5.5% | Added |
| SkyOak Wealth, LLC | 40,579 | $1.61M | 0.38% | −517−1.3% | Reduced |
| Chicago Partners Investment Group LLC | 39,132 | $1.62M | 0.06% | +2,830+7.8% | Added |
| GYL Financial Synergies, LLC | 40,680 | $1.62M | 0.12% | −727−1.8% | Reduced |
| Pegasus Partners Ltd. | 40,812 | $1.62M | 0.16% | −479−1.2% | Reduced |
| Baader Bank INC | 40,998 | $1.62M | 0.13% | +810+2.0% | Added |
| BigSur Wealth Management LLC | 40,850 | $1.62M | 0.50% | 00.0% | Unchanged |
| Aviso Financial Inc. | 40,855 | $1.62M | 0.09% | +40,855 | New |
| E&G Advisors, LP | 40,913 | $1.63M | 0.48% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,022 | $1.63M | 0.17% | −2,817−6.4% | Reduced |
| Fox Run Management, L.L.C. | 41,161 | $1.64M | 0.31% | +31,204+313.4% | Added |
| Sherbrooke Park Advisers LLC | 41,268 | $1.64M | 0.29% | +6,600+19.0% | Added |
| Exencial Wealth Advisors, LLC | 41,268 | $1.64M | 0.06% | −2,560−5.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 41,267 | $1.64M | 0.51% | −167−0.4% | Reduced |
| Mather Group, LLC. | 43,310 | $1.64M | 0.02% | +10,185+30.7% | Added |
| Greenfield Savings Bank | 41,313 | $1.64M | 0.84% | +458+1.1% | Added |
| Pearl River Capital, LLC | 41,340 | $1.64M | 0.26% | +41,340 | New |
| Wynn Capital, LLC | 41,515 | $1.65M | 1.22% | +990+2.4% | Added |
| Rehmann Capital Advisory Group | 41,610 | $1.65M | 0.12% | +2,609+6.7% | Added |
| White Pine Capital LLC | 41,612 | $1.65M | 0.63% | +95+0.2% | Added |
| Childress Capital Advisors, LLC | 41,657 | $1.66M | 0.47% | −14,245−25.5% | Reduced |
| Mayflower Financial Advisors, LLC | 295,473 | $1.66M | 0.27% | −2,913−1.0% | Reduced |
| Bouchey Financial Group Ltd | 41,770 | $1.66M | 0.16% | +240+0.6% | Added |
| Claro Advisors LLC | 41,912 | $1.67M | 0.26% | −15,530−27.0% | Reduced |
| Qsemble Capital Management, LP | 41,941 | $1.67M | 0.32% | +41,941 | New |
| Channing Global Advisors, LLC | 42,001 | $1.67M | 1.40% | −90.0% | Reduced |
| Ramirez Asset Management, Inc. | 42,030 | $1.67M | 0.34% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42,242 | $1.67M | 0.38% | −589−1.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 42,102 | $1.67M | 0.34% | +9,637+29.7% | Added |
| Kiley Juergens Wealth Management, LLC | 42,349 | $1.68M | 0.47% | +2,145+5.3% | Added |
| RB Capital Management, LLC | 42,424 | $1.69M | 0.43% | +31+0.1% | Added |
| Adell Harriman & Carpenter Inc | 42,455 | $1.69M | 0.13% | −3,201−7.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 40,916 | $1.69M | 0.66% | −99−0.2% | Reduced |
| Oarsman Capital, Inc. | 42,512 | $1.69M | 0.37% | +1,492+3.6% | Added |
| Bridgewater Advisors Inc. | 40,566 | $1.69M | 0.21% | +14,833+57.6% | Added |
| Guardian Wealth Advisors, LLC | 42,564 | $1.69M | 0.20% | −4,388−9.3% | Reduced |
| Welch Group, LLC | 42,621 | $1.70M | 0.08% | +2,327+5.8% | Added |
| Nan Shan Life Insurance Co., Ltd. | 42,688 | $1.70M | 0.04% | −1,512,752−97.3% | Reduced |
| McIlrath & Eck, LLC | 42,704 | $1.70M | 0.25% | +1,633+4.0% | Added |
| Summit Financial, LLC | 42,722 | $1.70M | 0.08% | +23,465+121.9% | Added |
| CTC Alternative Strategies, Ltd. | 42,810 | $1.70M | 0.72% | +42,810 | New |
| Symmetry Partners, LLC | 43,000 | $1.71M | 0.09% | +5,991+16.2% | Added |
| RDA Financial Network | 43,189 | $1.72M | 0.56% | +369+0.9% | Added |
| Kingfisher Capital LLC | 43,188 | $1.72M | 0.40% | −1,846−4.1% | Reduced |
| CRA Financial Services, LLC | 43,271 | $1.72M | 0.35% | +148+0.3% | Added |
| IMS Capital Management | 44,485 | $1.72M | 0.80% | −796−1.8% | Reduced |
| Mitchell Sinkler & Starr | 40,038 | $1.72M | 0.44% | 00.0% | Unchanged |
| Csenge Advisory Group | 43,531 | $1.73M | 0.10% | +2,713+6.6% | Added |
| MWA Asset Management | 43,589 | $1.73M | 1.24% | +61+0.1% | Added |
| Prairiewood Capital, LLC | 43,650 | $1.74M | 0.82% | −1,416−3.1% | Reduced |
| Flagship Harbor Advisors, LLC | 43,659 | $1.74M | 0.10% | −923−2.1% | Reduced |
| Sunesis Advisors, LLC | 43,782 | $1.74M | 1.03% | −29−0.1% | Reduced |
| Brady Family Wealth, LLC | 43,856 | $1.74M | 0.56% | +30.0% | Added |
| Duncker Streett & Co Inc | 43,989 | $1.75M | 0.34% | −221−0.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 44,057 | $1.75M | 0.50% | +14,716+50.2% | Added |
| Lineweaver Wealth Advisors, LLC | 44,115 | $1.75M | 0.36% | +262+0.6% | Added |
| Ballast, Inc. | 44,131 | $1.76M | 0.54% | −66−0.1% | Reduced |
| Intellectus Partners, LLC | 44,219 | $1.76M | 0.48% | +504+1.2% | Added |
| Atlas Brown,Inc. | 44,236 | $1.76M | 0.63% | −2,971−6.3% | Reduced |
| Premier Path Wealth Partners, LLC | 44,331 | $1.76M | 0.30% | +2,255+5.4% | Added |
| Woodward Diversified Capital, LLC | 44,380 | $1.76M | 1.04% | +5,277+13.5% | Added |
| Catalytic Wealth RIA, LLC | 44,403 | $1.77M | 0.35% | −7,905−15.1% | Reduced |
| Payden & Rygel Investment Group | 44,600 | $1.77M | 0.14% | 00.0% | Unchanged |
| Payden & Rygel | 44,600 | $1.77M | 0.14% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 44,665 | $1.78M | 1.00% | −403−0.9% | Reduced |
| Herold Advisors, Inc. | 44,713 | $1.78M | 0.41% | +120.0% | Added |
| Falcon Wealth Planning | 44,716 | $1.78M | 0.23% | +525+1.2% | Added |
| Sandy Spring Bank | 44,971 | $1.79M | 0.08% | −4,083−8.3% | Reduced |
| Soviero Asset Management, LP | 45,000 | $1.79M | 1.38% | +45,000 | New |
| LVW Advisors, LLC | 45,030 | $1.79M | 0.26% | +2,727+6.4% | Added |
| Martin & Co Inc | 45,120 | $1.79M | 0.45% | −222−0.5% | Reduced |
| Visionary Wealth Advisors | 45,140 | $1.80M | 0.12% | −383−0.8% | Reduced |
| Bridges Investment Management Inc | 45,159 | $1.80M | 0.03% | +45,159 | New |
| Vantage Financial Partners Ltd., Inc. | 45,250 | $1.80M | 0.45% | −1,350−2.9% | Reduced |
| E Fund Management Co., Ltd. | 45,322 | $1.80M | 0.10% | +6,355+16.3% | Added |
| Buckley Wealth Management, LLC | 45,533 | $1.81M | 0.57% | −985−2.1% | Reduced |
| Investment Advisory Services Inc | 45,783 | $1.82M | 0.67% | −753−1.6% | Reduced |
| Busey Wealth Management | 46,074 | $1.83M | 0.06% | −719−1.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,098 | $1.83M | 0.45% | +11,807+34.4% | Added |
| Centaurus Financial, Inc. | 46,190 | $1.84M | 0.12% | +5,449+13.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 46,099 | $1.84M | 1.59% | −2,932−6.0% | Reduced |
| J. Safra Sarasin Holding AG | 46,480 | $1.85M | 0.03% | +46,480 | New |
| Probity Advisors, Inc. | 46,501 | $1.85M | 0.38% | −2,212−4.5% | Reduced |
| Advisor OS, LLC | 46,578 | $1.85M | 0.20% | +2,309+5.2% | Added |
| Blue Fin Capital, Inc. | 46,578 | $1.85M | 0.37% | −2,415−4.9% | Reduced |
| Burney Co | 46,592 | $1.85M | 0.07% | −300−0.6% | Reduced |
| Mendel Money Management | 46,607 | $1.85M | 0.87% | −1,835−3.8% | Reduced |
| Investors Asset Management of Georgia Inc | 46,965 | $1.87M | 0.91% | −190−0.4% | Reduced |
| Capstone Investment Advisors, LLC | 46,996 | $1.87M | 0.04% | −10,826−18.7% | Reduced |
| Hourglass Capital, LLC | 47,017 | $1.87M | 0.56% | −16,000−25.4% | Reduced |
| Arvest Investments, Inc. | 47,065 | $1.87M | 0.30% | −755−1.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 47,145 | $1.87M | 1.25% | −750−1.6% | Reduced |
| Weaver Capital Management LLC | 47,189 | $1.88M | 0.60% | +6,961+17.3% | Added |