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 |
|---|---|---|---|---|---|
| Sentry LLC | 7,231 | $287.6K | 0.05% | 00.0% | Unchanged |
| Destination Wealth Management | 7,242 | $288.0K | 0.01% | +503+7.5% | Added |
| Wells Trecaso Financial Group, LLC | 7,256 | $288.6K | 0.10% | +11+0.2% | Added |
| Maltin Wealth Management, Inc. | 7,263 | $288.9K | 0.16% | +40+0.6% | Added |
| JJJ Advisors Inc. | 7,266 | $289.0K | 0.06% | +252+3.6% | Added |
| Tucker Asset Management LLC | 7,298 | $290.2K | 0.06% | −118−1.6% | Reduced |
| Ameraudi Asset Management, Inc. | 7,300 | $290.3K | 0.13% | +7,300 | New |
| Sonora Investment Management Group, LLC | 7,657 | $290.4K | 0.02% | 00.0% | Unchanged |
| Capital City Trust Co | 7,308 | $290.6K | 0.08% | −266−3.5% | Reduced |
| BCS Wealth Management | 7,316 | $291.0K | 0.14% | −880−10.7% | Reduced |
| Sharper & Granite LLC | 7,320 | $291.1K | 0.14% | −10−0.1% | Reduced |
| First Bank & Trust | 7,323 | $291.2K | 0.06% | −587−7.4% | Reduced |
| Tompkins Financial Corp | 7,324 | $291.3K | 0.03% | +812+12.5% | Added |
| Navis Wealth Advisors, LLC | 7,336 | $291.8K | 0.33% | −19−0.3% | Reduced |
| Annandale Capital, LLC | 7,350 | $292.0K | 0.06% | +10.0% | Added |
| Logan Capital Management Inc | 7,355 | $292.5K | 0.01% | +19+0.3% | Added |
| Allen Wealth Management, LLC | 7,362 | $292.8K | 0.26% | −311−4.1% | Reduced |
| Consolidated Planning Corp | 7,387 | $293.8K | 0.05% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 7,401 | $294.3K | 0.25% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 7,404 | $294.4K | 0.23% | +496+7.2% | Added |
| Versant Capital Management, Inc | 7,412 | $294.8K | 0.07% | +1,950+35.7% | Added |
| Planned Solutions, Inc. | 7,417 | $295.0K | 0.14% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 7,421 | $295.2K | 0.25% | +5+0.1% | Added |
| Hummer Financial Advisory Services Inc | 7,422 | $295.2K | 0.26% | −350−4.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 7,457 | $296.6K | 0.07% | −825−10.0% | Reduced |
| Texas Capital Bancshares Inc | 7,465 | $296.9K | 0.12% | −2,453−24.7% | Reduced |
| Correct Capital Wealth Management | 7,475 | $297.3K | 0.07% | +16+0.2% | Added |
| Wagner Wealth Management, LLC | 7,483 | $297.6K | 0.09% | +1,404+23.1% | Added |
| Chickasaw Capital Management LLC | 7,500 | $298.0K | 0.01% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,487 | $298.0K | 0.14% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 7,505 | $298.5K | 0.06% | +588+8.5% | Added |
| Clarity Capital Partners LLC | 7,510 | $298.7K | 0.18% | −454−5.7% | Reduced |
| Capstone Triton Financial Group, LLC | 7,517 | $298.9K | 0.21% | +11+0.1% | Added |
| AJOVista, LLC | 7,522 | $299.1K | 0.86% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 7,526 | $299.3K | 0.03% | +14+0.2% | Added |
| Avenue 1 Advisors, LLC | 7,528 | $299.4K | 0.12% | +38+0.5% | Added |
| Sandy Cove Advisors, LLC | 7,530 | $299.5K | 0.13% | +216+3.0% | Added |
| Private Management Group Inc | 7,535 | $299.7K | 0.01% | +50+0.7% | Added |
| WFA of San Diego, LLC | 7,536 | $299.7K | 0.27% | +7,536 | New |
| Mount Yale Investment Advisors, LLC | 7,557 | $300.5K | 0.02% | +1,297+20.7% | Added |
| Hills Bank & Trust Co | 7,558 | $300.6K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7,559 | $300.6K | 0.17% | −495−6.1% | Reduced |
| Pettee Investors, Inc. | 7,571 | $301.1K | 0.15% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 7,590 | $301.9K | 0.12% | −3,533−31.8% | Reduced |
| Capital Management Associates | 7,603 | $302.4K | 0.36% | −635−7.7% | Reduced |
| Penserra Capital Management LLC | 7,606 | $303.0K | 0.00% | −769−9.2% | Reduced |
| Fragasso Group Inc. | 7,647 | $304.1K | 0.03% | +1,566+25.8% | Added |
| Widmann Financial Services, Inc. | 7,648 | $304.2K | 0.25% | −270−3.4% | Reduced |
| BNC Wealth Management, LLC | 7,688 | $305.8K | 0.11% | −31−0.4% | Reduced |
| Royal Fund Management, LLC | 7,695 | $306.1K | 0.04% | −1,757−18.6% | Reduced |
| TriaGen Wealth Management LLC | 7,704 | $306.4K | 0.12% | +712+10.2% | Added |
| Investment Advisory Group, LLC | 7,705 | $306.4K | 0.12% | +1,032+15.5% | Added |
| Walkner Condon Financial Advisors LLC | 7,720 | $306.8K | 0.07% | +981+14.6% | Added |
| UMA Financial Services, Inc. | 6,966 | $307.4K | 0.06% | +531+8.3% | Added |
| Intergy Private Wealth, LLC | 7,738 | $307.7K | 0.13% | +353+4.8% | Added |
| Traveka Wealth, LLC | 7,748 | $308.2K | 0.15% | +225+3.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,749 | $308.2K | 0.14% | −102−1.3% | Reduced |
| Fountainhead AM, LLC | 7,757 | $308.5K | 0.07% | +330+4.4% | Added |
| Tandem Wealth Advisors LLC | 7,759 | $308.6K | 0.17% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,765 | $308.8K | 0.07% | +1,796+30.1% | Added |
| Silver Oak Securities, Inc | 7,781 | $309.4K | 0.05% | +983+14.5% | Added |
| SNS Financial Group, LLC | 7,783 | $309.5K | 0.03% | +248+3.3% | Added |
| Cardinal Capital Management, Inc. | 7,790 | $309.8K | 0.01% | −3,375−30.2% | Reduced |
| Riverview Capital Advisers, LLC | 7,796 | $310.0K | 0.10% | −75−1.0% | Reduced |
| CoreFirst Bank & Trust | 7,798 | $310.1K | 0.21% | 00.0% | Unchanged |
| First County Bank | 7,799 | $310.2K | 0.16% | −667−7.9% | Reduced |
| Consilio Wealth Advisors, LLC | 7,822 | $310.3K | 0.14% | +461+6.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,803 | $310.3K | 0.03% | −8,702−52.7% | Reduced |
| Ethos Financial Group, LLC | 7,402 | $312.0K | 0.05% | −941−11.3% | Reduced |
| WP Advisors, LLC | 7,863 | $312.7K | 0.10% | +94+1.2% | Added |
| Capital Advisors, Ltd. LLC | 7,866 | $313.0K | 0.04% | +363+4.8% | Added |
| CFM Wealth Partners LLC | 7,883 | $313.5K | 0.06% | 00.0% | Unchanged |
| Hardy Reed LLC | 7,884 | $313.5K | 0.03% | +133+1.7% | Added |
| Annex Advisory Services, LLC | 7,898 | $314.1K | 0.01% | −3,630−31.5% | Reduced |
| Clarity Financial LLC | 7,902 | $314.3K | 0.05% | +1,239+18.6% | Added |
| Stablepoint Partners, LLC | 7,697 | $316.3K | 0.06% | +7,697 | New |
| United Capital Management of KS, Inc. | 7,967 | $316.8K | 0.07% | −2,586−24.5% | Reduced |
| PSI Advisors, LLC | 7,968 | $316.9K | 0.10% | −1,061−11.8% | Reduced |
| Hall Laurie J Trustee | 7,957 | $317.0K | 0.11% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,973 | $317.1K | 0.04% | −351−4.2% | Reduced |
| Jacobsen Capital Management | 7,986 | $317.6K | 0.14% | +798+11.1% | Added |
| Oxinas Partners Wealth Management LLC | 8,031 | $319.4K | 0.21% | −15−0.2% | Reduced |
| Mirador Capital Partners LP | 8,032 | $319.4K | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,054 | $320.3K | 0.03% | −637−7.3% | Reduced |
| Financial Advisors, LLC | 8,061 | $320.6K | 0.07% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 8,062 | $320.6K | 0.09% | +63+0.8% | Added |
| Fort Point Capital Partners LLC | 8,063 | $320.7K | 0.04% | −4,562−36.1% | Reduced |
| Burt Wealth Advisors | 8,102 | $322.2K | 0.08% | −737−8.3% | Reduced |
| Oak Harvest Investment Services | 8,117 | $322.8K | 0.05% | +63+0.8% | Added |
| United Bank | 8,118 | $322.9K | 0.04% | +92+1.1% | Added |
| Seven Mile Advisory | 8,129 | $323.3K | 0.24% | −4,008−33.0% | Reduced |
| Alliance Wealth Advisors, LLC | 8,132 | $323.4K | 0.09% | +318+4.1% | Added |
| Financial Insights, Inc. | 8,151 | $324.2K | 0.09% | −2,328−22.2% | Reduced |
| Range Financial Group LLC | 8,183 | $325.4K | 0.17% | +551+7.2% | Added |
| Eight 31 Financial LLC | 8,189 | $325.7K | 0.25% | +8,189 | New |
| Vista Capital Partners, Inc. | 8,195 | $325.9K | 0.04% | +309+3.9% | Added |
| Sanders Morris Harris LLC | 8,203 | $326.2K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8,258 | $328.4K | 0.12% | +17+0.2% | Added |
| Centerpoint Advisors, LLC | 8,270 | $329.0K | 0.12% | +502+6.5% | Added |
| Novak & Powell Financial Services, Inc. | 8,277 | $329.2K | 0.20% | −6−0.1% | Reduced |