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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 9,668 | $384.5K | 0.21% | +114+1.2% | Added |
| J. W. Coons Advisors, LLC | 9,676 | $384.8K | 0.09% | +1,700+21.3% | Added |
| Channel Wealth LLC | 9,713 | $386.3K | 0.14% | −500−4.9% | Reduced |
| Salomon & Ludwin, LLC | 9,716 | $386.4K | 0.04% | −3,033−23.8% | Reduced |
| Integris Wealth Management, LLC | 9,718 | $386.5K | 0.11% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 9,743 | $387.5K | 0.03% | −390−3.8% | Reduced |
| Chatham Capital Group, Inc. | 9,749 | $387.7K | 0.07% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 9,751 | $387.8K | 0.18% | 00.0% | Unchanged |
| AXS Investments LLC | 9,794 | $389.5K | 0.11% | −2,187−18.3% | Reduced |
| Van Strum & Towne Inc. | 9,824 | $390.7K | 0.14% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 9,218 | $390.9K | 0.23% | −500−5.1% | Reduced |
| Romano Brothers and Company | 9,838 | $391.3K | 0.05% | −397−3.9% | Reduced |
| Veracity Capital LLC | 9,840 | $391.3K | 0.16% | −1,863−15.9% | Reduced |
| Vivaldi Capital Management, LLC | 9,847 | $391.6K | 0.11% | +744+8.2% | Added |
| Arbor Trust Wealth Advisors, LLC | 9,858 | $392.4K | 0.21% | +126+1.3% | Added |
| Redhawk Wealth Advisors, Inc. | 9,878 | $392.9K | 0.06% | −3,153−24.2% | Reduced |
| Allred Capital Management, LLC | 9,894 | $393.5K | 0.15% | +43+0.4% | Added |
| Brandywine Oak Private Wealth LLC | 9,920 | $394.5K | 0.04% | +314+3.3% | Added |
| Alliance Wealth Management Group | 9,929 | $394.9K | 0.11% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 9,930 | $394.9K | 0.27% | +63+0.6% | Added |
| KWB Wealth | 10,426 | $395.4K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9,984 | $397.0K | 0.03% | +6,570+192.4% | Added |
| RS Crum Inc. | 9,983 | $397.0K | 0.10% | +1,763+21.4% | Added |
| Red Wave Investments LLC | 9,991 | $397.3K | 0.15% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 9,997 | $397.6K | 0.09% | +279+2.9% | Added |
| Paces Ferry Wealth Advisors, LLC | 10,001 | $397.8K | 0.24% | −76−0.8% | Reduced |
| Financial Council Asset Management Inc | 10,014 | $398.3K | 0.22% | −159−1.6% | Reduced |
| Heartwood Wealth Advisors LLC | 10,025 | $398.7K | 0.05% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 10,032 | $399.0K | 0.13% | +2,819+39.1% | Added |
| Morton Capital Management LLC | 10,037 | $399.2K | 0.09% | 00.0% | Unchanged |
| United Advisor Group, LLC | 10,050 | $399.7K | 0.12% | −812−7.5% | Reduced |
| Southeast Asset Advisors Inc. | 10,106 | $401.9K | 0.05% | +7+0.1% | Added |
| Ledyard National Bank | 10,129 | $402.8K | 0.04% | −3,528−25.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 10,161 | $404.1K | 0.16% | +32+0.3% | Added |
| Resolute Wealth Strategies, LLC | 10,183 | $405.0K | 0.23% | −169−1.6% | Reduced |
| Foster Group, Inc. | 10,184 | $405.0K | 0.02% | +1,207+13.4% | Added |
| London Co of Virginia | 10,193 | $405.4K | 0.00% | −153−1.5% | Reduced |
| Ellis Investment Partners, LLC | 10,193 | $405.4K | 0.09% | +3,239+46.6% | Added |
| Keystone Financial Services | 10,215 | $406.2K | 0.17% | +773+8.2% | Added |
| Pathway Financial Advisors LLC | 10,218 | $406.4K | 0.11% | +55+0.5% | Added |
| Delta Investment Management, LLC | 10,260 | $408.1K | 0.09% | +253+2.5% | Added |
| Mayfair Advisory Group, LLC | 9,824 | $408.6K | 0.28% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 10,289 | $409.2K | 0.02% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 10,289 | $409.2K | 0.02% | +10,289 | New |
| Cornerstone Management, Inc. | 10,300 | $409.6K | 0.09% | 00.0% | Unchanged |
| TradeLink Capital LLC | 10,300 | $410.0K | 1.18% | +10,300 | New |
| Aspire Private Capital, LLC | 10,358 | $411.9K | 0.11% | −371−3.5% | Reduced |
| Bullock Wealth Management Group | 10,324 | $413.1K | 0.27% | −712−6.5% | Reduced |
| Arlington Trust Co LLC | 10,393 | $413.3K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 10,423 | $415.0K | 0.00% | −200−1.9% | Reduced |
| Brave Asset Management Inc | 10,475 | $416.6K | 0.11% | −221−2.1% | Reduced |
| SC&H Financial Advisors, Inc. | 10,484 | $417.0K | 0.10% | +4,346+70.8% | Added |
| Wedge Capital Management L L P | 10,497 | $417.5K | 0.01% | −1,057−9.1% | Reduced |
| Stone Point Wealth LLC | 10,500 | $417.6K | 0.15% | −100−0.9% | Reduced |
| American Trust | 10,529 | $418.7K | 0.03% | +470+4.7% | Added |
| JGP Wealth Management, LLC | 10,551 | $419.6K | 0.06% | −40−0.4% | Reduced |
| Private Capital Management, LLC | 10,567 | $420.3K | 0.05% | +10+0.1% | Added |
| Keebeck Wealth Management, LLC | 10,570 | $420.4K | 0.06% | −1,740−14.1% | Reduced |
| Wellspring Financial Advisors, LLC | 10,576 | $420.6K | 0.06% | +751+7.6% | Added |
| Confluence Investment Management LLC | 10,591 | $421.2K | 0.01% | −198−1.8% | Reduced |
| Alberta Investment Management Corp | 10,600 | $421.6K | 0.00% | −150,300−93.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 10,556 | $421.6K | 0.08% | +130+1.2% | Added |
| L & S Advisors Inc | 10,628 | $422.7K | 0.05% | −219,020−95.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 10,666 | $424.2K | 0.11% | +524+5.2% | Added |
| Sunflower Bank, N.A. | 10,673 | $424.5K | 0.10% | −464−4.2% | Reduced |
| Dover Advisors, LLC | 10,673 | $424.5K | 0.26% | +1,978+22.7% | Added |
| Kavar Capital Partners Group, LLC | 10,678 | $424.7K | 0.08% | +30.0% | Added |
| TBH Global Asset Management, LLC | 10,683 | $424.8K | 0.09% | −7,350−40.8% | Reduced |
| STAR Financial Bank | 10,697 | $425.4K | 0.33% | +164+1.6% | Added |
| Austin Private Wealth, LLC | 10,704 | $425.7K | 0.05% | −142−1.3% | Reduced |
| Sigma Investment Counselors Inc | 10,712 | $426.0K | 0.03% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 10,720 | $426.3K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 10,723 | $426.5K | 0.03% | +1,253+13.2% | Added |
| Pinnacle Wealth Management Group, Inc. | 10,748 | $427.4K | 0.29% | −412−3.7% | Reduced |
| First Financial Corp | 10,760 | $427.9K | 0.22% | −146−1.3% | Reduced |
| Oldfather Financial Services, LLC | 10,767 | $428.2K | 0.18% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 10,772 | $428.4K | 0.05% | −281−2.5% | Reduced |
| Toth Financial Advisory Corp | 10,816 | $430.1K | 0.05% | −190−1.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,818 | $430.3K | 0.17% | −186−1.7% | Reduced |
| City Center Advisors, LLC | 11,279 | $430.3K | 0.51% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 10,851 | $431.5K | 0.33% | −52−0.5% | Reduced |
| Dogwood Wealth Management LLC | 10,862 | $432.0K | 0.27% | +1,438+15.3% | Added |
| BOS Asset Management, LLC | 10,905 | $433.7K | 0.20% | −242−2.2% | Reduced |
| Chapman Investment Management, LLC | 10,921 | $434.3K | 0.33% | −996−8.4% | Reduced |
| Twin City Private Wealth, LLC | 10,947 | $435.4K | 0.41% | +354+3.3% | Added |
| LCNB Corp | 10,960 | $435.9K | 0.16% | −250−2.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 10,999 | $437.4K | 0.06% | −3,301−23.1% | Reduced |
| Cypress Wealth Services, LLC | 11,001 | $437.5K | 0.10% | +726+7.1% | Added |
| Smithbridge Asset Management Inc | 11,012 | $437.9K | 0.09% | +523+5.0% | Added |
| Jag Capital Management, LLC | 11,017 | $438.1K | 0.06% | +287+2.7% | Added |
| Townsend Asset Management Corp | 11,030 | $438.7K | 0.17% | +44+0.4% | Added |
| Traphagen Investment Advisors LLC | 11,030 | $438.7K | 0.05% | −245−2.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,062 | $439.9K | 0.01% | +5,774+109.2% | Added |
| Boyd Watterson Asset Management LLC | 11,075 | $440.5K | 0.13% | 00.0% | Unchanged |
| Drake & Associates, LLC | 11,095 | $441.2K | 0.16% | −381−3.3% | Reduced |
| Brass Tax Wealth Management, Inc | 11,095 | $441.2K | 0.09% | +11,095 | New |
| Hayek Kallen Investment Management | 11,121 | $442.0K | 0.16% | +115+1.0% | Added |
| Ariston Services Group | 11,157 | $443.7K | 0.43% | −84−0.7% | Reduced |
| Cozad Asset Management Inc | 11,164 | $444.0K | 0.04% | +199+1.8% | Added |
| Verus Financial Partners, Inc. | 11,190 | $445.0K | 0.05% | −614−5.2% | Reduced |