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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 72,234 | $2.87M | 0.29% | −9,168−11.3% | Reduced |
| Stonebridge Capital Advisors LLC | 72,316 | $2.88M | 0.25% | +169+0.2% | Added |
| Advisors Capital Management, LLC | 72,539 | $2.88M | 0.05% | +219+0.3% | Added |
| Burton Enright Welch | 72,586 | $2.89M | 0.67% | −613−0.8% | Reduced |
| Mattson Financial Services, LLC | 72,962 | $2.90M | 1.03% | +72,962 | New |
| Alpha DNA Investment Management LLC | 73,307 | $2.92M | 1.65% | +13,958+23.5% | Added |
| Exeter Financial, LLC | 73,432 | $2.92M | 1.39% | −5,329−6.8% | Reduced |
| Holderness Investments Co | 73,497 | $2.92M | 0.69% | +253+0.3% | Added |
| Hamilton Capital Partners Inc. | 73,644 | $2.93M | 0.31% | +1,674+2.3% | Added |
| Harbour Capital Advisors, LLC | 73,272 | $2.93M | 0.70% | +3,065+4.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.94M | 0.90% | 00.0% | Unchanged |
| Umpqua Bank | 74,611 | $2.97M | 1.15% | +2,499+3.5% | Added |
| Berkshire Bank | 74,796 | $2.97M | 0.75% | −2,888−3.7% | Reduced |
| Heritage Trust Co | 74,957 | $2.98M | 0.39% | +671+0.9% | Added |
| Silvercrest Asset Management Group LLC | 75,151 | $2.99M | 0.02% | −5,520−6.8% | Reduced |
| Meridian Wealth Advisors, LLC | 75,485 | $3.00M | 0.54% | 00.0% | Unchanged |
| Tower Bridge Advisors | 75,744 | $3.01M | 0.33% | −4,275−5.3% | Reduced |
| Meitav Dash Investments Ltd | 76,542 | $3.02M | 0.05% | −3,396−4.2% | Reduced |
| Formidable Asset Management, LLC | 75,951 | $3.02M | 0.49% | −1,842−2.4% | Reduced |
| Lighthouse Investment Partners, LLC | 75,957 | $3.02M | 0.17% | +1,143+1.5% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $3.03M | 0.33% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 76,217 | $3.03M | 1.22% | −1,820−2.3% | Reduced |
| Shorepoint Capital Partners LLC | 76,501 | $3.04M | 0.71% | +4,756+6.6% | Added |
| Raab & Moskowitz Asset Management LLC | 76,786 | $3.05M | 0.83% | −682−0.9% | Reduced |
| Tritonpoint Wealth, LLC | 76,809 | $3.05M | 0.29% | −7,748−9.2% | Reduced |
| HBK Sorce Advisory LLC | 76,961 | $3.06M | 0.11% | −5,473−6.6% | Reduced |
| Brookmont Capital Management | 77,441 | $3.08M | 1.68% | −1,465−1.9% | Reduced |
| Peddock Capital Advisors, LLC | 77,926 | $3.10M | 0.80% | −4,151−5.1% | Reduced |
| Triangle Securities Wealth Management | 78,143 | $3.11M | 0.88% | −1,914−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 78,172 | $3.11M | 0.00% | −13,600−14.8% | Reduced |
| NBT Bank N A | 78,250 | $3.11M | 0.22% | +28,138+56.2% | Added |
| Stock Yards Bank & Trust Co | 78,289 | $3.11M | 0.10% | −8,083−9.4% | Reduced |
| Private Trust Co NA | 78,750 | $3.13M | 0.34% | −2,416−3.0% | Reduced |
| Parcion Private Wealth LLC | 78,930 | $3.14M | 0.29% | +843+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 79,595 | $3.17M | 0.09% | +284+0.4% | Added |
| Citizens Business Bank | 79,877 | $3.18M | 0.67% | +2,563+3.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 80,090 | $3.19M | 0.69% | +20,008+33.3% | Added |
| Roundview Capital LLC | 80,712 | $3.21M | 0.25% | +530+0.7% | Added |
| Perpetual Ltd | 81,013 | $3.22M | 0.04% | −5,663−6.5% | Reduced |
| Mount Vernon Associates Inc | 81,319 | $3.23M | 2.87% | −2,800−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 81,526 | $3.24M | 0.43% | −197−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 85,700 | $3.25M | 0.53% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 81,715 | $3.25M | 0.24% | −72−0.1% | Reduced |
| Moody National Bank Trust Division | 81,987 | $3.26M | 0.25% | +3,376+4.3% | Added |
| Legacy Wealth Management, LLC | 82,345 | $3.27M | 1.38% | 00.0% | Unchanged |
| Skylands Capital, LLC | 82,350 | $3.28M | 0.46% | −7,900−8.8% | Reduced |
| GAMMA Investing LLC | 82,378 | $3.28M | 0.45% | +20,019+32.1% | Added |
| Trust Asset Management LLC | 82,476 | $3.28M | 0.28% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 82,542 | $3.28M | 0.07% | −10,402−11.2% | Reduced |
| Modera Wealth Management, LLC | 82,608 | $3.29M | 0.05% | +2,272+2.8% | Added |
| Beaton Management Co. Inc. | 82,759 | $3.29M | 1.77% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 82,767 | $3.29M | 0.74% | −2,700−3.2% | Reduced |
| Culbertson A N & Co Inc | 82,877 | $3.30M | 0.58% | −7,100−7.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 83,128 | $3.31M | 0.18% | +83,128 | New |
| Affinity Investment Advisors, LLC | 83,164 | $3.31M | 2.48% | −1,493−1.8% | Reduced |
| Convergence Investment Partners, LLC | 83,260 | $3.31M | 0.97% | +17,053+25.8% | Added |
| CMT Capital Markets Trading GmbH | 83,286 | $3.31M | 0.94% | +59,313+247.4% | Added |
| Beacon Investment Advisors LLC | 83,609 | $3.33M | 1.70% | +15,105+22.0% | Added |
| Birmingham Capital Management Co Inc | 83,700 | $3.33M | 1.30% | +625+0.8% | Added |
| Klingenstein Fields & Co LP | 83,794 | $3.33M | 0.14% | −97−0.1% | Reduced |
| Principal Securities, Inc. | 83,825 | $3.33M | 0.09% | +8,513+11.3% | Added |
| Davis Investment Partners, LLC | 80,333 | $3.34M | 1.37% | +11,780+17.2% | Added |
| Lakewood Asset Management LLC | 84,548 | $3.36M | 2.34% | +290.0% | Added |
| Processus Wealth & Capital Management, LLC | 84,699 | $3.37M | 2.79% | +545+0.6% | Added |
| Graypoint LLC | 84,701 | $3.37M | 0.23% | +4,950+6.2% | Added |
| Clear Rock Advisors, LLC | 85,025 | $3.38M | 1.44% | +3,027+3.7% | Added |
| Delta Capital Management LLC | 85,300 | $3.39M | 2.05% | −50−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 85,495 | $3.40M | 0.27% | +1,744+2.1% | Added |
| Trivant Custom Portfolio Group, LLC | 85,509 | $3.40M | 2.09% | −446−0.5% | Reduced |
| Quadrant Capital Group LLC | 85,866 | $3.41M | 0.25% | +9,461+12.4% | Added |
| Wright Investors Service Inc | 86,092 | $3.42M | 0.90% | +1,127+1.3% | Added |
| Brick & Kyle, Associates | 86,270 | $3.43M | 1.42% | −48−0.1% | Reduced |
| Banco de Sabadell, S.A | 86,317 | $3.43M | 2.52% | −7,164−7.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 86,346 | $3.43M | 0.24% | +3,060+3.7% | Added |
| ArrowMark Colorado Holdings LLC | 86,350 | $3.43M | 0.04% | −73,000−45.8% | Reduced |
| Wintrust Investments LLC | 86,531 | $3.44M | 0.28% | −704−0.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.44M | 0.43% | 00.0% | Unchanged |
| American Assets Inc | 87,500 | $3.48M | 1.28% | 00.0% | Unchanged |
| Hollencrest Capital Management | 87,513 | $3.48M | 0.15% | +825+1.0% | Added |
| ProVise Management Group, LLC | 87,631 | $3.49M | 0.30% | −3,935−4.3% | Reduced |
| Ami Investment Management Inc | 88,429 | $3.52M | 1.23% | −11,089−11.1% | Reduced |
| Ethic Inc. | 88,519 | $3.52M | 0.08% | +21,179+31.5% | Added |
| Evercore Wealth Management, LLC | 88,682 | $3.53M | 0.06% | +6,203+7.5% | Added |
| Integrated Advisors Network LLC | 89,258 | $3.55M | 0.18% | +435+0.5% | Added |
| World Equity Group, Inc. | 89,587 | $3.56M | 1.06% | −109,483−55.0% | Reduced |
| Qtron Investments LLC | 89,625 | $3.56M | 0.52% | +1,975+2.3% | Added |
| Gries Financial LLC | 89,675 | $3.57M | 0.73% | −1,569−1.7% | Reduced |
| Brighton Jones LLC | 89,855 | $3.57M | 0.12% | −450−0.5% | Reduced |
| Capital Asset Advisory Services LLC | 86,362 | $3.58M | 0.19% | +5,740+7.1% | Added |
| Buckingham Strategic Partners | 90,413 | $3.60M | 0.09% | +5,256+6.2% | Added |
| Hancock Whitney Corp | 90,518 | $3.60M | 0.12% | +508+0.6% | Added |
| Asset Dedication, LLC | 90,562 | $3.60M | 0.25% | +264+0.3% | Added |
| Bank of New Hampshire | 90,772 | $3.61M | 0.94% | −3,028−3.2% | Reduced |
| M Holdings Securities, Inc. | 91,048 | $3.62M | 0.47% | +43,830+92.8% | Added |
| Plimoth Trust Co LLC | 91,073 | $3.62M | 0.97% | −1,369−1.5% | Reduced |
| International Assets Investment Management, LLC | 124,573 | $3.64M | 0.34% | +17,020+15.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 91,662 | $3.65M | 0.34% | −18,157−16.5% | Reduced |
| RNC Capital Management LLC | 92,445 | $3.68M | 0.20% | −10,709−10.4% | Reduced |
| Embree Financial Group | 92,500 | $3.68M | 0.71% | −3,603−3.7% | Reduced |
| Long Focus Capital Management, LLC | 93,000 | $3.70M | 0.38% | 00.0% | Unchanged |