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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 6,275 | $249.6K | 0.13% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 6,276 | $249.6K | 0.13% | +6,276 | New |
| Aveo Capital Partners, LLC | 6,277 | $249.6K | 0.03% | −1,020−14.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,278 | $249.7K | 0.10% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,279 | $249.7K | 0.06% | −400−6.0% | Reduced |
| New Jersey Better Educational Savings Trust | 6,297 | $250.4K | 0.50% | −7,456−54.2% | Reduced |
| Royal Capital Wealth Management, LLC | 6,297 | $250.4K | 0.19% | +13+0.2% | Added |
| AIFG Consultants Ltd. | 6,301 | $250.6K | 0.19% | +6,301 | New |
| Matrix Asset Advisors Inc | 6,301 | $251.0K | 0.03% | −810−11.4% | Reduced |
| Matrix Private Capital Group LLC | 6,312 | $251.0K | 0.16% | +228+3.7% | Added |
| Cora Capital Advisors LLC | 6,336 | $252.0K | 0.13% | +20.0% | Added |
| Scott Capital Advisors, LLC | 6,093 | $252.4K | 0.07% | +29+0.5% | Added |
| Northwest Wealth Management, LLC | 6,348 | $252.5K | 0.07% | +108+1.7% | Added |
| RWM Asset Management, LLC | 6,349 | $252.5K | 0.05% | +37+0.6% | Added |
| Powell Investment Advisors, LLC | 6,359 | $252.9K | 0.13% | +33+0.5% | Added |
| Alhambra Investment Partners LLC | 6,370 | $253.3K | 0.14% | +60+1.0% | Added |
| Fermata Advisors, LLC | 6,414 | $255.1K | 0.06% | +726+12.8% | Added |
| Voisard Asset Management Group, Inc. | 6,421 | $255.4K | 0.12% | +2,018+45.8% | Added |
| Peak Asset Management, LLC | 6,430 | $255.7K | 0.05% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 6,436 | $255.9K | 0.13% | +507+8.6% | Added |
| Main Street Group, LTD | 6,414 | $256.4K | 0.11% | −5,857−47.7% | Reduced |
| Edgestream Partners, L.P. | 6,453 | $256.6K | 0.01% | +6,453 | New |
| American Money Management, LLC | 6,466 | $257.2K | 0.05% | +19+0.3% | Added |
| Rain Capital Management, LLC | 6,437 | $257.4K | 0.18% | +29+0.5% | Added |
| W Advisors, LLC | 6,487 | $258.0K | 0.17% | +58+0.9% | Added |
| Black Swift Group, LLC | 6,500 | $258.5K | 0.06% | +6,500 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,518 | $259.2K | 0.08% | −68,128−91.3% | Reduced |
| Hunter Associates Investment Management LLC | 6,538 | $260.0K | 0.04% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 6,538 | $260.0K | 0.08% | +75+1.2% | Added |
| Patriot Investment Management Inc. | 6,541 | $260.1K | 0.02% | +6+0.1% | Added |
| Wealth Dimensions Group, Ltd. | 6,542 | $260.2K | 0.07% | −737−10.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,214 | $260.3K | 0.06% | +226+3.8% | Added |
| Family Firm, Inc. | 6,566 | $261.1K | 0.06% | +69+1.1% | Added |
| Wolff Wiese Magana LLC | 6,576 | $261.5K | 0.21% | +4,500+216.8% | Added |
| Ironwood Investment Management LLC | 6,579 | $261.6K | 0.14% | 00.0% | Unchanged |
| West Wealth Group, LLC | 6,584 | $261.9K | 0.09% | +140+2.2% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 6,594 | $262.2K | 0.10% | −158−2.3% | Reduced |
| West Michigan Advisors, LLC | 6,607 | $262.8K | 0.08% | −30−0.5% | Reduced |
| WealthBridge Capital Management, LLC | 6,609 | $262.8K | 0.09% | +28+0.4% | Added |
| Sutton Place Investors LLC | 6,641 | $264.1K | 0.18% | −24,547−78.7% | Reduced |
| Seeds Investor LLC | 6,661 | $264.9K | 0.14% | +6,661 | New |
| Investment Partners, Ltd. | 6,671 | $265.3K | 0.12% | +6+0.1% | Added |
| Gerber, LLC | 6,673 | $265.4K | 0.21% | +20.0% | Added |
| Oak Hill Wealth Advisors, LLC | 6,713 | $267.0K | 0.08% | +6,713 | New |
| Nvest Financial, LLC | 6,742 | $268.1K | 0.16% | +254+3.9% | Added |
| TL Private Wealth | 6,076 | $268.1K | 0.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 5,207 | $268.6K | 0.13% | −36−0.7% | Reduced |
| Breed's Hill Capital LLC | 6,764 | $269.0K | 0.24% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 6,765 | $269.1K | 0.19% | −364−5.1% | Reduced |
| Bangor Savings Bank | 6,771 | $269.3K | 0.03% | −595−8.1% | Reduced |
| Howard Financial Services, Ltd. | 6,773 | $269.4K | 0.04% | +10+0.1% | Added |
| Archford Capital Strategies, LLC | 6,808 | $270.8K | 0.04% | +6,808 | New |
| Independent Family Office, LLC | 6,815 | $271.0K | 0.15% | −404−5.6% | Reduced |
| Lincoln Capital LLC | 6,815 | $271.0K | 0.06% | −150−2.2% | Reduced |
| Goldstein Advisors, LLC | 6,816 | $271.1K | 0.05% | +186+2.8% | Added |
| My Personal CFO, LLC | 6,819 | $271.2K | 0.14% | −278−3.9% | Reduced |
| Tranquilli Financial Advisor LLC | 6,781 | $271.3K | 0.18% | +232+3.5% | Added |
| Tacita Capital Inc | 6,835 | $271.8K | 0.19% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 6,862 | $272.9K | 0.07% | −149−2.1% | Reduced |
| Radnor Capital Management, LLC | 6,855 | $273.0K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 6,877 | $273.0K | 0.06% | +15+0.2% | Added |
| Fairscale Capital, LLC | 6,195 | $273.4K | 0.24% | +6,195 | New |
| Garrett Investment Advisors LLC | 6,903 | $274.5K | 0.03% | −1,659−19.4% | Reduced |
| Brio Consultants, LLC | 6,904 | $274.6K | 0.05% | +328+5.0% | Added |
| Ewa, LLC | 6,482 | $274.9K | 0.11% | +6,482 | New |
| Montz Harcus Wealth Management LLC | 6,939 | $276.0K | 0.18% | −14−0.2% | Reduced |
| Spreng Capital Management, Inc. | 6,954 | $276.6K | 0.14% | −650−8.5% | Reduced |
| Lee Johnson Capital Management, LLC | 6,985 | $277.8K | 0.14% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 6,999 | $278.4K | 0.07% | +6,999 | New |
| Beese Fulmer Investment Management, Inc. | 7,001 | $278.4K | 0.03% | −400−5.4% | Reduced |
| Perfromance Wealth Partners, LLC | 7,006 | $278.6K | 0.01% | +7,006 | New |
| Pennsylvania Capital Management Inc | 7,022 | $279.3K | 0.11% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 7,031 | $279.6K | 0.11% | +515+7.9% | Added |
| Donaldson Capital Management, LLC | 7,035 | $279.8K | 0.01% | −99−1.4% | Reduced |
| Fielder Capital Group LLC | 7,041 | $280.0K | 0.11% | +897+14.6% | Added |
| Willow Creek Wealth Management Inc. | 7,042 | $280.1K | 0.03% | +32+0.5% | Added |
| ICONIQ Capital, LLC | 7,045 | $280.2K | 0.01% | +7,045 | New |
| Invst, LLC | 7,010 | $280.5K | 0.03% | +32+0.5% | Added |
| Fairfield, Bush & Co. | 7,060 | $280.8K | 0.17% | −1,040−12.8% | Reduced |
| Beta Wealth Group, Inc. | 7,010 | $280.8K | 0.13% | −3,411−32.7% | Reduced |
| CIC Wealth, LLC | 7,064 | $280.9K | 0.08% | −497−6.6% | Reduced |
| JCIC Asset Management Inc. | 7,075 | $281.4K | 0.12% | +690+10.8% | Added |
| Strait & Sound Wealth Management LLC | 7,088 | $281.9K | 0.14% | −1,395−16.4% | Reduced |
| Mach-1 Financial Group, Inc. | 7,058 | $281.9K | 0.20% | +705+11.1% | Added |
| Single Point Partners, LLC | 7,081 | $282.0K | 0.48% | −687−8.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,100 | $282.4K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 7,100 | $282.4K | 0.10% | +3,003+73.3% | Added |
| Acute Investment Advisory, LLC | 7,104 | $282.5K | 0.16% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 7,462 | $283.0K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 7,124 | $283.3K | 0.11% | −20,049−73.8% | Reduced |
| St. Louis Trust Co | 7,124 | $283.3K | 0.04% | −350−4.7% | Reduced |
| Paladin Advisory Group, LLC | 7,096 | $283.9K | 0.22% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 7,142 | $284.0K | 0.04% | −2,780−28.0% | Reduced |
| Atlas Private Wealth Advisors | 7,168 | $285.1K | 0.05% | +7,168 | New |
| Fiduciary Alliance LLC | 6,981 | $285.7K | 0.05% | +6,981 | New |
| Wealth Group, Ltd. | 7,191 | $286.0K | 0.21% | −74−1.0% | Reduced |
| Morling Financial Advisors, LLC | 7,219 | $287.1K | 0.13% | +132+1.9% | Added |
| Weaver Consulting Group | 7,223 | $287.3K | 0.10% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 7,224 | $287.3K | 0.14% | −504−6.5% | Reduced |
| Northcape Wealth Management, LLC | 7,225 | $287.3K | 0.10% | 00.0% | Unchanged |