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; 3,619 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
- 2,956
- +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
- 1,256 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 | 3,619 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Financial Network Wealth Advisors LLC | 3,348 | $133.1K | 0.10% | +3,348 | New |
| Spectrum Wealth Counsel, LLC | 3,361 | $133.7K | 0.02% | +659+24.4% | Added |
| Sachetta, LLC | 3,314 | $136.8K | 0.06% | +334+11.2% | Added |
| BFSG, LLC | 3,447 | $137.1K | 0.02% | +1,585+85.1% | Added |
| Benjamin Edwards Inc | 3,480 | $138.0K | 0.03% | −14,206−80.3% | Reduced |
| Chris Bulman Inc | 3,472 | $138.1K | 0.09% | +3,472 | New |
| Cornerstone Planning Group LLC | 3,769 | $138.1K | 0.04% | +2,964+368.2% | Added |
| MB, Levis & Associates, LLC | 3,487 | $138.7K | 0.07% | +34+1.0% | Added |
| Gordian Capital Singapore Pte Ltd | 3,501 | $139.2K | 0.08% | −1,500−30.0% | Reduced |
| Avion Wealth | 3,616 | $143.0K | 0.04% | +989+37.6% | Added |
| Capula Management Ltd | 3,600 | $143.2K | 0.00% | −2,043−36.2% | Reduced |
| Ruedi Wealth Management, Inc. | 3,675 | $146.1K | 0.06% | +203+5.8% | Added |
| ICA Group Wealth Management, LLC | 3,676 | $146.2K | 0.09% | −21,956−85.7% | Reduced |
| Game Plan Financial Advisors, LLC | 3,721 | $148.0K | 0.07% | +309+9.1% | Added |
| West Oak Capital, LLC | 3,785 | $150.5K | 0.06% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,813 | $151.6K | 0.02% | −932−19.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,183 | $158.6K | 0.09% | −1,480−26.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 4,038 | $160.6K | 0.03% | +880+27.9% | Added |
| Newbridge Financial Services Group, Inc. | 4,055 | $161.3K | 0.06% | −2,673−39.7% | Reduced |
| Rakuten Securities, Inc. | 4,091 | $162.7K | 0.07% | −2,592−38.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,256 | $169.2K | 0.03% | −2,489−36.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,271 | $169.8K | 0.03% | −279−6.1% | Reduced |
| Ridgewood Investments LLC | 4,419 | $175.7K | 0.09% | +4,419 | New |
| Blue Bell Private Wealth Management, LLC | 4,468 | $177.7K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,521 | $179.8K | 0.14% | +10.0% | Added |
| Hoese & Co LLP | 4,500 | $179.9K | 0.16% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,571 | $181.8K | 0.01% | +4,571 | New |
| Kelly Financial Services LLC | 4,640 | $184.5K | 0.07% | +22+0.5% | Added |
| GW&K Investment Management, LLC | 4,682 | $186.0K | 0.00% | +759+19.3% | Added |
| Monetary Management Group Inc | 4,750 | $188.9K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,806 | $191.1K | 0.09% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 4,894 | $194.7K | 0.05% | −885−15.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,904 | $195.0K | 0.06% | +350+7.7% | Added |
| Center for Financial Planning, Inc. | 4,921 | $195.7K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 4,937 | $196.3K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,949 | $196.8K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,979 | $198.0K | 0.12% | −1,593−24.2% | Reduced |
| Clear Creek Financial Management, LLC | 5,046 | $200.7K | 0.02% | +5,046 | New |
| Sar Wealth Management Group, LLC | 5,048 | $200.8K | 0.14% | +5,048 | New |
| Meyer Handelman Co | 5,065 | $201.4K | 0.01% | +5,065 | New |
| Investmark Advisory Group LLC | 5,074 | $201.8K | 0.11% | +5,074 | New |
| Retirement Planning Group | 5,076 | $201.9K | 0.01% | −855−14.4% | Reduced |
| Clark Asset Management, LLC | 5,079 | $202.0K | 0.06% | +5,079 | New |
| Clayton Financial Group LLC | 5,334 | $202.3K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 4,891 | $202.6K | 0.05% | +4,891 | New |
| First Pacific Financial | 5,094 | $202.6K | 0.05% | −19−0.4% | Reduced |
| Renasant Bank | 5,095 | $202.6K | 0.14% | −500−8.9% | Reduced |
| Laidlaw Wealth Management LLC | 5,098 | $202.8K | 0.11% | −2,985−36.9% | Reduced |
| Options Solutions, LLC | 5,100 | $202.8K | 0.12% | +5,100 | New |
| Winslow Asset Management Inc | 5,101 | $203.0K | 0.04% | +5,101 | New |
| Applied Capital LLC | 5,150 | $204.8K | 0.18% | +5,150 | New |
| Marotta Asset Management | 5,126 | $205.1K | 0.04% | −375−6.8% | Reduced |
| Purus Wealth Management, LLC | 5,158 | $205.1K | 0.09% | +5,158 | New |
| CVA Family Office, LLC | 5,161 | $205.3K | 0.04% | −372−6.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 5,134 | $205.4K | 0.13% | +5,134 | New |
| Private Capital Management LLC | 5,175 | $205.8K | 0.04% | +5,175 | New |
| APCM Wealth Management for Individuals | 5,184 | $206.2K | 0.03% | −1,203−18.8% | Reduced |
| Regis Acquisition Inc. | 5,200 | $207.0K | 0.13% | +5,200 | New |
| EFG Asset Management (Americas) Corp. | 5,207 | $207.1K | 0.04% | +5,207 | New |
| 1492 Capital Management LLC | 5,228 | $207.9K | 0.12% | +5,228 | New |
| King Wealth | 5,226 | $208.0K | 0.03% | −3,000−36.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 5,238 | $208.3K | 0.03% | +5,238 | New |
| Peoples Bank | 5,250 | $208.8K | 0.16% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 5,254 | $209.0K | 0.12% | −708−11.9% | Reduced |
| Stevens Capital Management LP | 5,284 | $210.0K | 0.07% | +5,284 | New |
| RFP Financial Group LLC | 5,281 | $210.0K | 0.08% | +740+16.3% | Added |
| Old Second National Bank of Aurora | 5,302 | $210.9K | 0.05% | +260+5.2% | Added |
| Waterford Advisors, LLC | 5,313 | $211.3K | 0.09% | −280−5.0% | Reduced |
| Gibson Wealth Advisors LLC | 5,320 | $211.6K | 0.20% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,322 | $211.7K | 0.02% | −359−6.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,324 | $211.7K | 0.05% | +5,324 | New |
| Papp L Roy & Associates | 5,326 | $211.8K | 0.03% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,349 | $212.7K | 0.12% | +5,349 | New |
| Keb Asset Management, LLC | 5,350 | $212.8K | 0.07% | +5,350 | New |
| Nexus Investment Management ULC | 5,350 | $212.8K | 0.02% | 00.0% | Unchanged |
| James Hambro & Partners | 5,357 | $213.1K | 0.01% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 5,364 | $213.3K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,366 | $213.4K | 0.01% | −38,669−87.8% | Reduced |
| Quad-Cities Investment Group, LLC | 5,366 | $213.4K | 0.12% | +13+0.2% | Added |
| Norris Perne & French LLP | 5,368 | $213.5K | 0.02% | −594−10.0% | Reduced |
| Wolf Group Capital Advisors | 5,369 | $213.5K | 0.08% | +5,369 | New |
| First United Bank Trust | 5,370 | $213.6K | 0.08% | +10+0.2% | Added |
| Great Waters Wealth Management | 5,370 | $213.6K | 0.03% | +5,370 | New |
| Strategic Planning Group, LLC | 5,375 | $213.8K | 0.05% | −36,617−87.2% | Reduced |
| Wealth Advisory Solutions, LLC | 5,379 | $213.9K | 0.06% | −3,276−37.9% | Reduced |
| Poplar Forest Capital LLC | 5,380 | $214.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Kansas | 5,372 | $214.0K | 0.11% | +5,372 | New |
| Modus Advisors, LLC | 5,388 | $214.3K | 0.08% | −636−10.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,394 | $214.5K | 0.08% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 5,400 | $214.8K | 0.09% | −1,900−26.0% | Reduced |
| Lebenthal Global Advisors, LLC | 5,413 | $215.3K | 0.05% | +21+0.4% | Added |
| Smith & Howard Wealth Management, LLC | 5,421 | $215.6K | 0.06% | +5,421 | New |
| Charter Oak Capital Management, LLC | 5,428 | $215.9K | 0.02% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 5,441 | $216.4K | 0.10% | +47+0.9% | Added |
| Red Lighthouse Investment Management, LLC | 5,448 | $216.7K | 0.09% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 5,454 | $216.9K | 0.07% | +4+0.1% | Added |
| Midwest Financial Group LLC | 5,456 | $217.0K | 0.14% | +5,456 | New |
| WFA Asset Management Corp | 5,459 | $217.1K | 0.12% | −980−15.2% | Reduced |
| Hamilton Wealth, LLC | 5,484 | $218.1K | 0.06% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 5,485 | $218.1K | 0.13% | 00.0% | Unchanged |