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
- 2,956
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Willner & Heller, LLC | 5,486 | $218.2K | 0.21% | +67+1.2% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 5,497 | $218.6K | 0.08% | +32+0.6% | Added |
| Signet Investment Advisory Group, Inc. | 5,500 | $218.7K | 0.12% | −350−6.0% | Reduced |
| Seldon Capital LP | 5,502 | $218.8K | 0.12% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 5,590 | $219.4K | 0.14% | +25+0.4% | Added |
| Delta Accumulation, LLC | 5,530 | $219.9K | 1.23% | +35+0.6% | Added |
| Elgethun Capital Management | 5,537 | $220.2K | 0.06% | +7+0.1% | Added |
| Skba Capital Management LLC | 5,550 | $220.7K | 0.04% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,556 | $221.0K | 0.02% | +95+1.7% | Added |
| Encompass More Asset Management | 5,565 | $221.3K | 0.16% | +151+2.8% | Added |
| Syntax Research, Inc. | 5,570 | $221.5K | 0.18% | +16+0.3% | Added |
| Slocum, Gordon & Co LLP | 5,571 | $221.6K | 0.16% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,574 | $221.7K | 0.12% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 5,583 | $222.0K | 0.08% | −884−13.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,582 | $222.0K | 0.10% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 5,585 | $222.1K | 0.50% | +140+2.6% | Added |
| Prosperitas Financial LLC | 5,597 | $222.6K | 0.14% | +67+1.2% | Added |
| National Philanthropic Trust | 5,601 | $222.8K | 0.00% | −2,641−32.0% | Reduced |
| Centennial Wealth Advisory LLC | 5,600 | $222.8K | 0.10% | +5,600 | New |
| Ballast Advisors LLC | 5,602 | $222.8K | 0.07% | −305−5.2% | Reduced |
| Washington Trust Advisors, Inc. | 5,603 | $222.8K | 0.02% | +9+0.2% | Added |
| Bremer Bank National Association | 5,614 | $223.3K | 0.04% | −388−6.5% | Reduced |
| Crown Wealth Group, LLC | 5,623 | $223.6K | 0.11% | +7+0.1% | Added |
| Tarbox Family Office, Inc. | 5,634 | $224.1K | 0.04% | −10.0% | Reduced |
| Chilton Investment Co LLC | 5,647 | $224.6K | 0.01% | −31,341−84.7% | Reduced |
| Shelton Wealth Management, LLC | 5,648 | $224.6K | 0.13% | −1,835−24.5% | Reduced |
| MEMBERS Trust Co | 5,662 | $225.2K | 0.01% | +270+5.0% | Added |
| Balboa Wealth Partners | 5,669 | $225.5K | 0.06% | −1,614−22.2% | Reduced |
| waypoint wealth counsel | 5,676 | $225.7K | 0.17% | +55+1.0% | Added |
| Syntegra Private Wealth Group, LLC | 5,694 | $226.4K | 0.03% | +5,694 | New |
| Mason & Associates Inc | 5,701 | $226.7K | 0.06% | −6,269−52.4% | Reduced |
| Private Wealth Management Group, LLC | 5,704 | $226.8K | 0.10% | −175−3.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,708 | $227.0K | 0.09% | +569+11.1% | Added |
| Luts & Greenleigh Group, Inc | 5,717 | $227.4K | 0.24% | +5,717 | New |
| Core Wealth Partners LLC | 5,736 | $228.1K | 0.16% | +8+0.1% | Added |
| Tanager Wealth Management LLP | 5,738 | $228.2K | 0.03% | +102+1.8% | Added |
| Integrity Wealth Solutions LLC | 5,744 | $228.4K | 0.15% | −478−7.7% | Reduced |
| Hill Investment Group Partners, LLC | 5,402 | $229.1K | 0.03% | −191−3.4% | Reduced |
| Strategy Asset Managers LLC | 7,993 | $229.3K | 0.05% | −308−3.7% | Reduced |
| TFB Advisors LLC | 5,767 | $229.4K | 0.07% | +5,767 | New |
| Sterneck Capital Management, LLC | 5,784 | $230.0K | 0.13% | −1,170−16.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,023 | $230.1K | 0.15% | +313+5.5% | Added |
| Ahl Investment Management, Inc. | 5,800 | $230.7K | 0.17% | −150−2.5% | Reduced |
| Passive Capital Management, LLC. | 5,810 | $231.1K | 0.09% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5,830 | $231.9K | 0.08% | +3+0.1% | Added |
| Sage Rhino Capital LLC | 5,834 | $232.0K | 0.06% | +555+10.5% | Added |
| Beacon Capital Management, LLC | 5,854 | $232.8K | 0.04% | +167+2.9% | Added |
| Walter & Keenan Financial Consulting Co | 5,855 | $232.9K | 0.07% | −95−1.6% | Reduced |
| Allen Investment Management LLC | 5,861 | $233.1K | 0.00% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,872 | $233.5K | 0.04% | −21−0.4% | Reduced |
| First Nebraska Trust Co | 5,877 | $233.7K | 0.02% | −100−1.7% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $233.9K | 0.08% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $234.0K | 0.20% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 5,891 | $234.0K | 0.02% | +5,891 | New |
| Valtinson Bruner Financial Planning LLC | 5,899 | $234.6K | 0.09% | +3+0.1% | Added |
| Institutional & Family Asset Management, LLC | 5,899 | $234.6K | 0.04% | +2,786+89.5% | Added |
| Plante Moran Financial Advisors, LLC | 5,906 | $234.9K | 0.02% | +1,729+41.4% | Added |
| Monument Capital Management | 5,908 | $234.9K | 0.07% | +5,908 | New |
| DDD Partners, LLC | 5,912 | $235.1K | 0.03% | −353−5.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 5,920 | $235.4K | 0.03% | −3,535−37.4% | Reduced |
| Clay Northam Wealth Management, LLC | 5,924 | $235.6K | 0.18% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 5,946 | $236.5K | 0.08% | +240+4.2% | Added |
| Abound Wealth Management | 5,949 | $236.6K | 0.09% | −15−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,965 | $237.2K | 0.04% | +5,965 | New |
| Moseley Investment Management Inc | 5,968 | $237.3K | 0.11% | +12+0.2% | Added |
| Douglass Winthrop Advisors, LLC | 5,972 | $237.5K | 0.00% | −2,768−31.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 5,540 | $238.0K | 0.11% | +5,540 | New |
| Firestone Capital Management | 5,997 | $238.5K | 0.07% | +388+6.9% | Added |
| Palisade Capital Management LLC | 6,000 | $238.6K | 0.01% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,001 | $238.7K | 0.03% | +6,001 | New |
| Hoxton Planning & Management, LLC | 6,025 | $239.6K | 0.11% | −419−6.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 6,029 | $239.8K | 0.00% | +6,029 | New |
| Vista Wealth Management Group, LLC | 6,031 | $239.8K | 0.02% | +6,031 | New |
| Vishria Bird Financial Group, LLC | 6,047 | $240.0K | 0.10% | −155−2.5% | Reduced |
| Strategic Wealth Designers | 6,010 | $240.4K | 0.03% | +6,010 | New |
| Pittenger & Anderson Inc | 6,060 | $241.0K | 0.01% | −168−2.7% | Reduced |
| Southern Capital Advisors, LLC | 6,075 | $241.6K | 0.15% | −279−4.4% | Reduced |
| Cove Private Wealth, LLC | 6,075 | $241.6K | 0.19% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 6,080 | $241.8K | 0.19% | −2,000−24.8% | Reduced |
| Meridian Financial, LLC | 6,101 | $242.6K | 0.18% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 6,123 | $243.5K | 0.03% | +172+2.9% | Added |
| Granite Investment Partners, LLC | 6,125 | $243.6K | 0.01% | −700−10.3% | Reduced |
| Amussen Hunsaker Associates LLC | 6,125 | $243.6K | 0.04% | −26,800−81.4% | Reduced |
| Symphony Financial, Ltd. Co. | 6,147 | $243.9K | 0.04% | +6+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 6,130 | $244.0K | 0.01% | −1,125−15.5% | Reduced |
| JFS Wealth Advisors, LLC | 6,135 | $244.0K | 0.02% | −559−8.4% | Reduced |
| Campion Asset Management LLC | 6,140 | $244.2K | 0.19% | −1,913−23.8% | Reduced |
| Sterling Investment Counsel, LLC | 6,142 | $244.3K | 0.10% | −716−10.4% | Reduced |
| ForthRight Wealth Management, LLC | 6,161 | $245.0K | 0.09% | +31+0.5% | Added |
| SJS Investment Consulting Inc. | 6,179 | $245.8K | 0.05% | +30.0% | Added |
| RKL Wealth Management LLC | 6,180 | $245.8K | 0.02% | −67−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,183 | $245.9K | 0.08% | +59+1.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,186 | $246.0K | 0.07% | +2,831+84.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 6,198 | $246.5K | 0.03% | +20.0% | Added |
| WMG Financial Advisors, LLC | 6,199 | $246.5K | 0.13% | +906+17.1% | Added |
| Legacy Edge Advisors, LLC | 6,213 | $247.1K | 0.05% | +6,213 | New |
| First National Bank | 6,215 | $247.2K | 0.18% | +150+2.5% | Added |
| Professional Advisory Services Inc | 6,242 | $248.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,238 | $248.1K | 0.09% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 6,258 | $248.9K | 0.03% | −53−0.8% | Reduced |