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 |
|---|---|---|---|---|---|
| Cumberland Advisors Inc | 47,200 | $1.88M | 0.77% | −4,700−9.1% | Reduced |
| Gs Investments, Inc. | 47,256 | $1.88M | 0.89% | −665−1.4% | Reduced |
| Coppell Advisory Solutions LLC | 47,378 | $1.88M | 0.31% | +47,378 | New |
| Regal Investment Advisors LLC | 47,468 | $1.89M | 0.12% | +1,060+2.3% | Added |
| Cowa, LLC | 47,508 | $1.89M | 1.01% | −292−0.6% | Reduced |
| Wellington Shields Capital Management, LLC | 47,557 | $1.89M | 0.34% | +537+1.1% | Added |
| Register Financial Advisors LLC | 47,984 | $1.91M | 0.96% | −447−0.9% | Reduced |
| Legacy Advisors, LLC | 48,090 | $1.91M | 0.23% | +1,537+3.3% | Added |
| Palogic Value Management, L.P. | 48,151 | $1.91M | 0.81% | +920+1.9% | Added |
| Advisory Research Inc | 48,176 | $1.92M | 0.36% | −797−1.6% | Reduced |
| Altman Advisors, Inc. | 48,409 | $1.93M | 1.09% | −125−0.3% | Reduced |
| First Horizon Advisors, Inc. | 48,476 | $1.93M | 0.06% | −5,063−9.5% | Reduced |
| Excalibur Management Corp | 48,558 | $1.93M | 0.79% | +505+1.1% | Added |
| Gladstone Institutional Advisory LLC | 48,570 | $1.93M | 0.10% | +1,226+2.6% | Added |
| MCF Advisors LLC | 48,596 | $1.93M | 0.15% | +130.0% | Added |
| Portside Wealth Group, LLC | 48,792 | $1.94M | 0.37% | −6,373−11.6% | Reduced |
| SeaBridge Investment Advisors LLC | 48,866 | $1.94M | 0.50% | −160−0.3% | Reduced |
| LM Advisors LLC | 48,941 | $1.95M | 0.00% | 00.0% | Unchanged |
| Lake Street Financial LLC | 49,047 | $1.95M | 0.25% | −950−1.9% | Reduced |
| Relative Value Partners Group, LLC | 49,047 | $1.95M | 0.25% | +20,868+74.1% | Added |
| Banco BTG Pactual S.A. | 47,742 | $1.95M | 0.50% | +47,742 | New |
| Capital Advisors Inc | 49,258 | $1.96M | 0.04% | +359+0.7% | Added |
| Granger Management LLC | 49,369 | $1.96M | 0.33% | +13,652+38.2% | Added |
| EverSource Wealth Advisors, LLC | 48,718 | $1.96M | 0.13% | −20,953−30.1% | Reduced |
| Norris Financial Group, LLC | 49,464 | $1.97M | 1.02% | −6,141−11.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 49,483 | $1.97M | 0.04% | +10.0% | Added |
| SageView Advisory Group, LLC | 49,654 | $1.97M | 0.09% | +3,861+8.4% | Added |
| Chapin Davis, Inc. | 49,707 | $1.98M | 0.68% | −258−0.5% | Reduced |
| Savoie Capital LLC | 50,000 | $1.99M | 0.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $1.99M | 0.31% | +20,000+66.7% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $1.99M | 1.43% | +50,000 | New |
| NVWM, LLC | 50,276 | $2.00M | 0.53% | +2,156+4.5% | Added |
| Daymark Wealth Partners, LLC | 50,376 | $2.00M | 0.09% | +15,078+42.7% | Added |
| Cohen Investment Advisors LLC | 73,215 | $2.00M | 1.61% | −5,253−6.7% | Reduced |
| Ibex Wealth Advisors | 50,471 | $2.01M | 0.31% | +50,471 | New |
| Financial Partners Group, LLC | 50,475 | $2.01M | 0.78% | −1,242−2.4% | Reduced |
| One Charles Private Wealth Services, LLC | 50,667 | $2.02M | 0.84% | +240+0.5% | Added |
| Hudson Canyon Capital Management | 50,735 | $2.02M | 1.37% | −6,856−11.9% | Reduced |
| Hartford Financial Management Inc. | 50,770 | $2.02M | 0.43% | −1,807−3.4% | Reduced |
| Dohj, LLC | 50,796 | $2.02M | 0.50% | +839+1.7% | Added |
| Norden Group LLC | 50,836 | $2.02M | 0.41% | −2,193−4.1% | Reduced |
| Wulff, Hansen & Co. | 50,923 | $2.03M | 2.00% | −2,085−3.9% | Reduced |
| Diversify Wealth Management, LLC | 55,326 | $2.03M | 0.25% | +55,326 | New |
| Aire Advisors, LLC | 51,031 | $2.03M | 0.46% | −101−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 51,060 | $2.03M | 0.05% | −3,131−5.8% | Reduced |
| MTM Investment Management, LLC | 51,476 | $2.05M | 0.84% | +10.0% | Added |
| CMG Global Holdings, LLC | 51,528 | $2.05M | 1.36% | −1,077−2.0% | Reduced |
| Shufro Rose & Co LLC | 51,849 | $2.06M | 0.17% | −100.0% | Reduced |
| Wunderlich Capital Managemnt | 51,870 | $2.06M | 0.92% | +1,398+2.8% | Added |
| Cito Capital Group, LLC | 51,870 | $2.06M | 0.80% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 48,125 | $2.06M | 0.36% | +100.0% | Added |
| Conning Inc. | 51,955 | $2.07M | 0.07% | −64,917−55.5% | Reduced |
| Ameritas Advisory Services, LLC | 52,114 | $2.07M | 0.08% | −292−0.6% | Reduced |
| Waldron Private Wealth LLC | 52,175 | $2.07M | 0.09% | +872+1.7% | Added |
| Clifford Swan Investment Counsel LLC | 52,188 | $2.08M | 0.08% | +1,447+2.9% | Added |
| Howland Capital Management LLC | 52,218 | $2.08M | 0.10% | +1,758+3.5% | Added |
| Sargent Investment Group, LLC | 52,308 | $2.08M | 0.42% | +11,325+27.6% | Added |
| Picton Mahoney Asset Management | 52,538 | $2.09M | 0.09% | −270,495−83.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,272 | $2.09M | 0.01% | −36,837−43.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 52,780 | $2.10M | 1.36% | −4,000−7.0% | Reduced |
| Ransom Advisory, Ltd | 52,799 | $2.10M | 1.05% | +850+1.6% | Added |
| Argent Advisors, Inc. | 52,813 | $2.10M | 0.83% | −7,331−12.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 52,900 | $2.10M | 1.15% | −1,100−2.0% | Reduced |
| Prosperity Consulting Group, LLC | 53,039 | $2.11M | 0.29% | −7,235−12.0% | Reduced |
| NTV Asset Management LLC | 53,431 | $2.12M | 0.30% | +4,882+10.1% | Added |
| Neville Rodie & Shaw Inc | 53,518 | $2.13M | 0.16% | +543+1.0% | Added |
| HCR Wealth Advisors | 53,625 | $2.13M | 0.30% | −176−0.3% | Reduced |
| Beacon Financial Group | 53,824 | $2.14M | 0.24% | +919+1.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 53,936 | $2.15M | 0.49% | +904+1.7% | Added |
| Barometer Capital Management Inc. | 53,950 | $2.15M | 0.83% | −10,550−16.4% | Reduced |
| Headlands Technologies LLC | 54,013 | $2.15M | 0.23% | +24,744+84.5% | Added |
| Jeppson Wealth Management, LLC | 54,063 | $2.15M | 0.82% | −256−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 54,092 | $2.15M | 0.46% | −330,453−85.9% | Reduced |
| First Dallas Securities Inc. | 54,177 | $2.15M | 0.95% | −2,679−4.7% | Reduced |
| Steel Peak Wealth Management LLC | 54,393 | $2.16M | 0.10% | +14,901+37.7% | Added |
| Evergreen Wealth Management, LLC | 54,421 | $2.16M | 1.43% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 54,534 | $2.17M | 2.25% | −55,062−50.2% | Reduced |
| Belpointe Asset Management LLC | 54,536 | $2.17M | 0.15% | −136−0.2% | Reduced |
| Washington Trust Bank | 54,577 | $2.17M | 0.21% | −672−1.2% | Reduced |
| LJI Wealth Management, LLC | 54,642 | $2.17M | 0.48% | −1,493−2.7% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.18M | 0.04% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 55,060 | $2.19M | 0.25% | −20.0% | Reduced |
| Aspen Grove Capital, LLC | 55,123 | $2.19M | 0.52% | +56+0.1% | Added |
| Vident Advisory, LLC | 55,142 | $2.19M | 0.06% | +13,880+33.6% | Added |
| Octavia Wealth Advisors, LLC | 55,248 | $2.20M | 0.30% | −74−0.1% | Reduced |
| Coastal Investment Advisors, Inc. | 55,398 | $2.20M | 0.43% | +903+1.7% | Added |
| Hexagon Capital Partners LLC | 55,553 | $2.21M | 0.48% | −5,075−8.4% | Reduced |
| McDonald Partners LLC | 55,605 | $2.21M | 0.59% | +354+0.6% | Added |
| Kennedy Investment Group | 55,860 | $2.22M | 1.12% | −2,038−3.5% | Reduced |
| Abacus Planning Group, Inc. | 55,914 | $2.22M | 0.43% | −2,855−4.9% | Reduced |
| Cullinan Associates Inc | 55,925 | $2.22M | 0.13% | +1,316+2.4% | Added |
| Berkeley Capital Partners, LLC | 56,001 | $2.23M | 0.67% | −84−0.1% | Reduced |
| RMR Wealth Builders | 56,006 | $2.23M | 0.26% | +2,712+5.1% | Added |
| AdvisorNet Financial, Inc | 56,030 | $2.23M | 0.20% | +34,519+160.5% | Added |
| Smith Shellnut Wilson LLC | 56,120 | $2.23M | 1.08% | −100−0.2% | Reduced |
| First Business Financial Services, Inc. | 56,148 | $2.23M | 0.24% | +1,782+3.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 56,286 | $2.24M | 0.33% | −1,067−1.9% | Reduced |
| Lafayette Investments, Inc. | 56,506 | $2.25M | 0.51% | −762−1.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 56,841 | $2.26M | 0.58% | +40.0% | Added |
| Viawealth, LLC | 56,966 | $2.27M | 1.41% | −1,553−2.7% | Reduced |