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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 8,284 | $329.5K | 0.02% | +98+1.2% | Added |
| Kolinsky Wealth Management, LLC | 8,285 | $329.5K | 0.24% | +246+3.1% | Added |
| Successful Portfolios LLC | 8,295 | $329.9K | 0.23% | −1,050−11.2% | Reduced |
| Meridian Wealth Partners, LLC | 8,303 | $330.2K | 0.06% | +595+7.7% | Added |
| Quantum Financial Advisors, LLC | 8,313 | $330.6K | 0.06% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 8,325 | $331.1K | 0.18% | +432+5.5% | Added |
| Invenio Wealth Partners LLC | 8,332 | $331.4K | 0.16% | −187−2.2% | Reduced |
| Collective Family Office LLC | 8,333 | $331.4K | 0.10% | +366+4.6% | Added |
| Old North State Wealth Management, LLC | 8,347 | $332.0K | 0.22% | +210+2.6% | Added |
| Legacy Capital Wealth Partners, LLC | 8,365 | $332.7K | 0.08% | +8,365 | New |
| Websterrogers Financial Advisors, LLC | 8,367 | $332.8K | 0.12% | −1,546−15.6% | Reduced |
| Marshall Financial Group Inc | 8,414 | $334.6K | 0.11% | +99+1.2% | Added |
| Twelve Points Wealth Management LLC | 8,439 | $335.6K | 0.12% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 8,450 | $336.1K | 0.06% | −4,000−32.1% | Reduced |
| Kozak & Associates, Inc. | 8,219 | $336.2K | 0.08% | +50+0.6% | Added |
| Abel Hall, LLC | 8,470 | $336.9K | 0.24% | +699+9.0% | Added |
| Summit Financial Strategies, Inc. | 8,497 | $337.9K | 0.04% | −497−5.5% | Reduced |
| Mezzasalma Advisors, LLC | 8,504 | $338.2K | 0.15% | +1,602+23.2% | Added |
| MBA Advisors LLC | 8,505 | $338.2K | 0.17% | −69−0.8% | Reduced |
| BBR Partners, LLC | 8,515 | $338.6K | 0.03% | −760−8.2% | Reduced |
| MKT Advisors LLC | 8,176 | $338.6K | 0.17% | −601−6.8% | Reduced |
| Ariadne Wealth Management, LP | 8,522 | $338.9K | 0.30% | +8,522 | New |
| Cottonwood Capital Advisors, LLC | 8,205 | $339.9K | 0.27% | −1,319−13.8% | Reduced |
| Osborne Partners Capital Management, LLC | 8,547 | $339.9K | 0.02% | 00.0% | Unchanged |
| Zhang Financial LLC | 8,573 | $340.9K | 0.02% | +31+0.4% | Added |
| New World Advisors LLC | 8,600 | $342.0K | 0.10% | −2,300−21.1% | Reduced |
| Constitution Capital LLC | 8,600 | $342.0K | 0.18% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,604 | $342.2K | 0.06% | +8,604 | New |
| Warwick Investment Management, Inc. | 8,623 | $342.9K | 0.08% | +404+4.9% | Added |
| Sendero Wealth Management, LLC | 8,627 | $343.1K | 0.06% | −140,205−94.2% | Reduced |
| DDFG, Inc | 8,630 | $343.2K | 0.11% | +1,002+13.1% | Added |
| Ti-Trust, Inc | 8,646 | $343.9K | 0.27% | 00.0% | Unchanged |
| St Germain D J Co Inc | 8,653 | $344.1K | 0.02% | +200+2.4% | Added |
| Westshore Wealth, LLC | 8,668 | $344.7K | 0.14% | −52−0.6% | Reduced |
| Byrne Asset Management LLC | 8,791 | $345.0K | 0.25% | −1,195−12.0% | Reduced |
| Alpha Financial Partners, LLC | 8,678 | $345.1K | 0.30% | −210−2.4% | Reduced |
| Werba Rubin Papier Wealth Management | 8,716 | $346.6K | 0.10% | −437−4.8% | Reduced |
| Van Eck Associates Corp | 8,734 | $347.0K | 0.00% | −5,743,684−99.8% | Reduced |
| Motco | 8,764 | $348.5K | 0.02% | −101−1.1% | Reduced |
| HC Advisors, LLC | 8,765 | $348.6K | 0.32% | −19,127−68.6% | Reduced |
| Almanack Investment Partners, LLC. | 8,787 | $349.4K | 0.06% | +141+1.6% | Added |
| Larson Financial Group LLC | 8,799 | $350.0K | 0.02% | −1,650−15.8% | Reduced |
| Northstar Group, Inc. | 8,814 | $350.5K | 0.07% | −245−2.7% | Reduced |
| GSB Wealth Management, LLC | 8,829 | $351.1K | 0.10% | +249+2.9% | Added |
| Park Place Capital Corp | 8,829 | $351.1K | 0.11% | −73−0.8% | Reduced |
| Centric Wealth Management | 8,472 | $353.0K | 0.10% | +9+0.1% | Added |
| Arbor Investment Advisors, LLC | 8,883 | $353.3K | 0.05% | −5,083−36.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 8,883 | $353.3K | 0.01% | +827+10.3% | Added |
| Clark Financial Services Group Inc | 8,903 | $354.0K | 0.37% | +1,733+24.2% | Added |
| AlphaStar Capital Management, LLC | 8,916 | $354.6K | 0.03% | −7,016−44.0% | Reduced |
| Evermay Wealth Management LLC | 8,928 | $355.1K | 0.06% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 8,955 | $356.1K | 0.03% | +571+6.8% | Added |
| Powers Advisory Group, LLC | 8,967 | $356.6K | 0.19% | +79+0.9% | Added |
| One Wealth Advisors, LLC | 9,322 | $356.9K | 0.08% | 00.0% | Unchanged |
| First Affirmative Financial Network | 9,013 | $358.5K | 0.25% | +316+3.6% | Added |
| Trilogy Capital Inc. | 9,018 | $358.6K | 0.02% | +3,372+59.7% | Added |
| Convergence Financial, LLC | 9,023 | $358.9K | 0.09% | +9,023 | New |
| Baltimore-Washington Financial Advisors, Inc. | 9,028 | $359.1K | 0.02% | +9,028 | New |
| Laffer Tengler Investments | 9,047 | $359.8K | 0.08% | +4,252+88.7% | Added |
| Eagle Wealth Strategies LLC | 9,053 | $360.0K | 0.29% | −377−4.0% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $361.2K | 0.17% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 9,088 | $361.4K | 0.31% | −137−1.5% | Reduced |
| Greystone Financial Group, LLC | 9,099 | $361.9K | 0.07% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 9,102 | $362.0K | 0.41% | −18−0.2% | Reduced |
| Lakeridge Wealth Management LLC | 9,107 | $362.2K | 0.22% | +5+0.1% | Added |
| Bath Savings Trust Co | 9,120 | $362.7K | 0.04% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 9,140 | $363.5K | 0.20% | +455+5.2% | Added |
| Kraematon Investment Advisors, Inc | 9,159 | $364.3K | 0.37% | +39+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 9,164 | $364.5K | 0.08% | +3,794+70.7% | Added |
| EPG Wealth Management LLC | 0 | $364.5K | 0.09% | −8,298−100.0% | Reduced |
| Sequent Planning LLC | 9,113 | $364.6K | 0.12% | −564−5.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 9,187 | $365.4K | 0.22% | +19+0.2% | Added |
| Garde Capital, Inc. | 9,209 | $366.0K | 0.03% | −1,000−9.8% | Reduced |
| Financial Security Advisor, Inc. | 9,208 | $366.2K | 0.12% | +100+1.1% | Added |
| Rosenberg Matthew Hamilton | 9,157 | $366.4K | 0.11% | −191−2.0% | Reduced |
| Perennial Advisors, LLC | 9,265 | $368.5K | 0.08% | +1,500+19.3% | Added |
| Signature Wealth Management Partners, LLC | 9,270 | $368.7K | 0.28% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9,281 | $369.1K | 0.31% | −808−8.0% | Reduced |
| TrueWealth Advisors, LLC | 9,308 | $370.2K | 0.14% | +1,223+15.1% | Added |
| Little House Capital LLC | 9,347 | $371.7K | 0.12% | +9,347 | New |
| Franklin Street Advisors Inc | 9,343 | $372.0K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 9,362 | $372.3K | 0.06% | −234−2.4% | Reduced |
| Carr Financial Group Corp | 9,412 | $374.3K | 0.12% | +1,562+19.9% | Added |
| Nadler Financial Group, Inc. | 9,422 | $374.7K | 0.04% | −531−5.3% | Reduced |
| Continuum Advisory, LLC | 9,431 | $375.1K | 0.05% | −67−0.7% | Reduced |
| Townsend & Associates, Inc | 9,015 | $375.7K | 0.04% | 00.0% | Unchanged |
| Certified Advisory Corp | 9,450 | $375.8K | 0.05% | +252+2.7% | Added |
| Riversedge Advisors, LLC | 9,469 | $376.6K | 0.09% | −272−2.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,497 | $377.7K | 0.04% | −1,092−10.3% | Reduced |
| Lodestar Private Asset Management LLC | 9,506 | $378.1K | 0.05% | +2,097+28.3% | Added |
| Martingale Asset Management L P | 9,542 | $379.5K | 0.01% | +9,542 | New |
| Capital Performance Advisors LLP | 9,550 | $379.8K | 0.14% | +2,092+28.1% | Added |
| Pingora Partners LLC | 9,572 | $380.7K | 0.27% | −2,200−18.7% | Reduced |
| New England Professional Planning Group Inc. | 9,583 | $381.1K | 0.20% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 10,069 | $381.5K | 0.00% | +10,069 | New |
| Sonata Capital Group Inc | 9,600 | $382.0K | 0.20% | 00.0% | Unchanged |
| Financial Advisory Corp | 9,604 | $382.0K | 0.16% | +720+8.1% | Added |
| Cherrydale Wealth Management, LLC | 9,618 | $382.5K | 0.17% | +507+5.6% | Added |
| Consilium Wealth Advisory, LLC | 9,633 | $383.1K | 0.21% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,654 | $384.0K | 0.11% | +52+0.5% | Added |