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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 56,980 | $2.27M | 1.27% | −1,269−2.2% | Reduced |
| Marex Group plc | 56,984 | $2.27M | 0.06% | +56,984 | New |
| London & Capital Asset Management Ltd | 56,999 | $2.27M | 0.19% | −28,590−33.4% | Reduced |
| Coastline Trust Co | 57,228 | $2.28M | 0.27% | −5,716−9.1% | Reduced |
| Wrapmanager Inc | 57,250 | $2.28M | 0.63% | +3,452+6.4% | Added |
| Poehling Capital Management, LLC | 57,255 | $2.28M | 0.62% | −265−0.5% | Reduced |
| Family Legacy, Inc. | 57,278 | $2.28M | 0.82% | −203−0.4% | Reduced |
| Piscataqua Savings Bank | 57,365 | $2.28M | 2.03% | −1,273−2.2% | Reduced |
| Legato Capital Management LLC | 57,497 | $2.29M | 0.31% | −26,347−31.4% | Reduced |
| WSFS Capital Management, LLC | 57,588 | $2.29M | 0.13% | +6,269+12.2% | Added |
| Cumberland Partners Ltd | 57,610 | $2.29M | 0.17% | −7,325−11.3% | Reduced |
| EagleClaw Capital Managment, LLC | 57,777 | $2.30M | 0.41% | −2,500−4.1% | Reduced |
| Lake Street Advisors Group, LLC | 58,004 | $2.31M | 0.11% | −1,141−1.9% | Reduced |
| SeaCrest Wealth Management, LLC | 58,009 | $2.31M | 0.26% | −990−1.7% | Reduced |
| Syon Capital LLC | 58,150 | $2.31M | 0.21% | +1,885+3.4% | Added |
| Vision Capital Management, Inc. | 58,262 | $2.32M | 0.34% | +366+0.6% | Added |
| Exchange Capital Management, Inc. | 58,312 | $2.32M | 0.38% | −3,267−5.3% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.33M | 0.03% | −20,233−25.9% | Reduced |
| AMG National Trust Bank | 58,629 | $2.33M | 0.06% | −17,772−23.3% | Reduced |
| Lindbrook Capital, LLC | 58,712 | $2.33M | 0.22% | +5,517+10.4% | Added |
| Thomasville National Bank | 59,074 | $2.35M | 0.19% | +832+1.4% | Added |
| Financial Counselors Inc | 59,461 | $2.36M | 0.04% | −5,129−7.9% | Reduced |
| Boston Common Asset Management, LLC | 59,672 | $2.37M | 0.06% | +59,672 | New |
| AlTi Global, Inc. | 59,586 | $2.38M | 0.06% | −2,114−3.4% | Reduced |
| American State Bank (Iowa) | 59,985 | $2.39M | 1.53% | −669−1.1% | Reduced |
| Gratus Capital LLC | 60,061 | $2.39M | 0.10% | +4,843+8.8% | Added |
| Bridgefront Capital, LLC | 60,176 | $2.39M | 1.00% | +60,176 | New |
| Granite Harbor Advisors, Inc. | 60,198 | $2.39M | 1.52% | +2,615+4.5% | Added |
| Choate Investment Advisors | 60,368 | $2.40M | 0.06% | +1,480+2.5% | Added |
| Coombe, Bender & Co LLC | 60,420 | $2.40M | 1.42% | +1,476+2.5% | Added |
| Farther Finance Advisors, LLC | 60,520 | $2.42M | 0.12% | +26,214+76.4% | Added |
| Empire Financial Management Company, LLC | 60,948 | $2.42M | 0.80% | −3,000−4.7% | Reduced |
| Clarius Group, LLC | 61,257 | $2.44M | 0.17% | −2,337−3.7% | Reduced |
| Vanguard Capital Wealth Advisors | 61,385 | $2.44M | 1.65% | −2,736−4.3% | Reduced |
| Old National Bancorp | 61,595 | $2.45M | 0.06% | −4,071−6.2% | Reduced |
| Wedmont Private Capital | 59,145 | $2.46M | 0.15% | +6,053+11.4% | Added |
| Carson Advisory Inc. | 62,107 | $2.47M | 1.73% | −435−0.7% | Reduced |
| Schechter Investment Advisors, LLC | 62,154 | $2.47M | 0.19% | +726+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 62,300 | $2.48M | 0.66% | +62,300 | New |
| Bartlett & Co. Wealth Management LLC | 62,485 | $2.49M | 0.04% | −16,998−21.4% | Reduced |
| Slagle Financial, LLC | 62,619 | $2.49M | 1.28% | +2,380+4.0% | Added |
| Pensionmark Financial Group, LLC | 62,649 | $2.49M | 0.16% | +55,895+827.6% | Added |
| Golden State Equity Partners | 63,003 | $2.51M | 0.52% | +63,003 | New |
| Cornerstone Wealth Management, LLC | 63,072 | $2.51M | 0.19% | −403−0.6% | Reduced |
| Cobblestone Capital Advisors LLC | 63,265 | $2.52M | 0.15% | −1,149−1.8% | Reduced |
| Studio Investment Management LLC | 63,459 | $2.52M | 0.57% | +64+0.1% | Added |
| Focus Financial Network, Inc. | 57,612 | $2.53M | 0.11% | +9,229+19.1% | Added |
| Jupiter Wealth Management LLC | 63,647 | $2.57M | 1.36% | +1,701+2.7% | Added |
| Prestige Wealth Management Group LLC | 64,592 | $2.57M | 0.56% | +29,388+83.5% | Added |
| Commerzbank Aktiengesellschaft | 64,742 | $2.58M | 0.09% | −28,165−30.3% | Reduced |
| Abbrea Capital, LLC | 64,828 | $2.58M | 0.34% | −300.0% | Reduced |
| Koshinski Asset Management, Inc. | 62,328 | $2.58M | 0.24% | +1,899+3.1% | Added |
| Sound View Wealth Advisors Group, LLC | 65,070 | $2.59M | 0.27% | −4,707−6.7% | Reduced |
| 9258 Wealth Management, LLC | 65,507 | $2.61M | 0.40% | −4,378−6.3% | Reduced |
| Stratos Wealth Advisors, LLC | 65,558 | $2.61M | 0.13% | +866+1.3% | Added |
| Gilliland Jeter Wealth Management LLC | 65,715 | $2.61M | 0.88% | −779−1.2% | Reduced |
| Quadcap Wealth Management, LLC | 65,965 | $2.62M | 0.47% | −1,192−1.8% | Reduced |
| Hendershot Investments Inc. | 66,102 | $2.63M | 0.38% | −695−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 66,170 | $2.63M | 0.08% | +2,358+3.7% | Added |
| Aull & Monroe Investment Management Corp | 66,263 | $2.64M | 1.29% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 66,793 | $2.66M | 0.71% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 66,881 | $2.66M | 0.01% | +43,552+186.7% | Added |
| WCG Wealth Advisors LLC | 66,976 | $2.66M | 0.20% | +4,181+6.7% | Added |
| Carolinas Wealth Consulting LLC | 67,387 | $2.68M | 0.52% | −958−1.4% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.68M | 0.10% | 00.0% | Unchanged |
| Bank Ozk | 67,606 | $2.69M | 1.16% | −1,424−2.1% | Reduced |
| Frank, Rimerman Advisors LLC | 67,624 | $2.69M | 0.19% | +66,329+5,121.9% | Added |
| AlphaCore Capital LLC | 67,646 | $2.69M | 0.65% | −13,750−16.9% | Reduced |
| Diligent Investors, LLC | 68,297 | $2.72M | 0.67% | +136+0.2% | Added |
| Caldwell Trust Co | 68,482 | $2.72M | 0.30% | −2,713−3.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 68,667 | $2.73M | 0.13% | +68,667 | New |
| Spire Wealth Management | 68,687 | $2.73M | 0.10% | −12,767−15.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 68,755 | $2.73M | 0.11% | +3,880+6.0% | Added |
| Colonial Trust Advisors | 68,959 | $2.74M | 0.26% | +32,546+89.4% | Added |
| Cetera Trust Company, N.A | 69,288 | $2.76M | 1.73% | −5,605−7.5% | Reduced |
| SS&H Financial Advisors, Inc. | 69,808 | $2.78M | 1.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 70,059 | $2.79M | 0.20% | +8,514+13.8% | Added |
| Independent Solutions Wealth Management, LLC | 70,400 | $2.80M | 0.64% | −1,168−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,405 | $2.80M | 0.08% | +3,011+4.5% | Added |
| Gillespie Robinson & Grimm Inc | 70,450 | $2.80M | 0.23% | +15,700+28.7% | Added |
| Murphy Pohlad Asset Management LLC | 70,701 | $2.81M | 1.21% | −11,575−14.1% | Reduced |
| GeoWealth Management, LLC | 70,748 | $2.81M | 0.12% | +9,295+15.1% | Added |
| Compton Wealth Advisory Group, LLC | 70,753 | $2.81M | 0.75% | −396−0.6% | Reduced |
| Grove Bank & Trust | 70,824 | $2.82M | 0.45% | −635−0.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 70,830 | $2.82M | 0.24% | −813−1.1% | Reduced |
| Charter Research & Investment Group, Inc. | 70,932 | $2.82M | 2.22% | −400−0.6% | Reduced |
| Nebula Research & Development LLC | 71,021 | $2.82M | 0.46% | +71,021 | New |
| Cigna Investments Inc | 71,087 | $2.83M | 0.53% | −2,287−3.1% | Reduced |
| Lodestone Wealth Management LLC | 71,097 | $2.83M | 1.50% | +293+0.4% | Added |
| Financial Advisory Service, Inc. | 71,272 | $2.83M | 0.24% | +676+1.0% | Added |
| Country Club Bank | 72,346 | $2.84M | 0.20% | −1,073−1.5% | Reduced |
| Iowa State Bank | 71,404 | $2.84M | 0.63% | +27,703+63.4% | Added |
| Naviter Wealth, LLC | 71,440 | $2.84M | 0.42% | +2,035+2.9% | Added |
| Old West Investment Management, LLC | 71,534 | $2.84M | 1.25% | +50,108+233.9% | Added |
| Massachusetts Wealth Management | 71,622 | $2.85M | 1.91% | −350−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 71,667 | $2.85M | 0.15% | −16,914−19.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 71,847 | $2.86M | 0.29% | +804+1.1% | Added |
| Checchi Capital Advisers, LLC | 71,883 | $2.86M | 0.23% | +1,226+1.7% | Added |
| iA Global Asset Management Inc. | 72,076 | $2.87M | 0.05% | +54,136+301.8% | Added |
| ZWJ Investment Counsel Inc | 72,095 | $2.87M | 0.13% | +260+0.4% | Added |