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 |
|---|---|---|---|---|---|
| ABLE Financial Group, LLC | 11,253 | $447.5K | 0.16% | +465+4.3% | Added |
| Castle Rock Wealth Management, LLC | 11,195 | $447.9K | 0.11% | −45−0.4% | Reduced |
| Gateway Advisory, LLC | 11,279 | $448.6K | 0.08% | +175+1.6% | Added |
| Freedom Day Solutions, LLC | 11,289 | $448.9K | 0.15% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 11,300 | $449.4K | 0.35% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11,308 | $449.7K | 0.05% | +1,070+10.5% | Added |
| SlateStone Wealth, LLC | 11,304 | $450.0K | 0.05% | −1,104−8.9% | Reduced |
| BCJ Capital Management, LLC | 11,348 | $451.3K | 0.04% | −928−7.6% | Reduced |
| Oak Asset Management, LLC | 11,352 | $451.5K | 0.17% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 11,355 | $451.6K | 0.11% | +203+1.8% | Added |
| Valley National Advisers Inc | 11,369 | $452.0K | 0.07% | +1,336+13.3% | Added |
| Benin Management CORP | 11,410 | $453.8K | 0.14% | +79+0.7% | Added |
| McAdam, LLC | 11,434 | $454.7K | 0.03% | +238+2.1% | Added |
| Smith Anglin Financial, LLC | 11,446 | $455.2K | 0.05% | −206−1.8% | Reduced |
| WR Wealth Planners, LLC | 11,497 | $457.2K | 0.14% | +301+2.7% | Added |
| Trust Co of the South | 11,503 | $457.5K | 0.11% | +243+2.2% | Added |
| Tilson Financial Group, Inc. | 11,512 | $458.0K | 0.46% | −47−0.4% | Reduced |
| Thrive Wealth Management, LLC | 11,601 | $461.4K | 0.09% | +286+2.5% | Added |
| Leavell Investment Management, Inc. | 11,623 | $462.0K | 0.03% | −2,815−19.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 11,631 | $462.6K | 0.11% | +1,910+19.6% | Added |
| First Foundation Advisors | 11,647 | $463.2K | 0.02% | −2,129−15.5% | Reduced |
| Round Hill Asset Management | 11,658 | $463.6K | 0.30% | −2,412−17.1% | Reduced |
| Addison Capital Co | 11,660 | $463.7K | 0.20% | −2,198−15.9% | Reduced |
| Five Oceans Advisors | 11,688 | $464.8K | 0.24% | +4,298+58.2% | Added |
| IFG Advisors, LLC | 11,689 | $464.9K | 0.11% | +8+0.1% | Added |
| Altus Wealth Group LLC | 11,706 | $465.5K | 0.23% | +170+1.5% | Added |
| Gladius Capital Management LP | 11,724 | $466.3K | 0.47% | +8,706+288.5% | Added |
| Apella Capital, LLC | 11,262 | $466.5K | 0.02% | +1,928+20.7% | Added |
| LongView Wealth Management | 11,744 | $467.1K | 0.17% | −148−1.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 11,767 | $468.0K | 0.44% | +924+8.5% | Added |
| Angeles Investment Advisors, LLC | 11,768 | $468.0K | 0.02% | −5,958−33.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,793 | $469.0K | 0.11% | +234+2.0% | Added |
| Ridgecrest Wealth Partners, LLC | 11,797 | $469.2K | 0.28% | 00.0% | Unchanged |
| SFMG, LLC | 11,813 | $469.8K | 0.04% | −764−6.1% | Reduced |
| Sollinda Capital Management LLC | 11,840 | $470.9K | 0.14% | −674−5.4% | Reduced |
| Optas, LLC | 11,850 | $471.3K | 0.12% | +1,107+10.3% | Added |
| Bank & Trust Co | 11,853 | $471.4K | 0.40% | +11,853 | New |
| Total Clarity Wealth Management, Inc. | 11,858 | $471.6K | 0.16% | −2,520−17.5% | Reduced |
| LMG Wealth Partners, LLC | 11,886 | $472.7K | 0.12% | −8,500−41.7% | Reduced |
| Cahaba Wealth Management, Inc. | 11,899 | $473.2K | 0.04% | −580−4.6% | Reduced |
| Alerus Financial NA | 11,935 | $474.7K | 0.04% | −30.0% | Reduced |
| True North Advisors, LLC | 11,964 | $475.8K | 0.13% | +1,844+18.2% | Added |
| Sawyer & Company, Inc | 11,965 | $476.0K | 0.19% | −2,122−15.1% | Reduced |
| Sunpointe, LLC | 11,980 | $476.4K | 0.31% | +910+8.2% | Added |
| Cahill Financial Advisors Inc | 11,982 | $476.5K | 0.07% | +322+2.8% | Added |
| Hazlett, Burt & Watson, Inc. | 11,964 | $477.0K | 0.25% | −100−0.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 11,997 | $477.1K | 0.12% | +5,584+87.1% | Added |
| JB Capital LLC | 12,030 | $478.4K | 0.03% | +484+4.2% | Added |
| Leo Wealth, LLC | 12,007 | $478.7K | 0.05% | +120+1.0% | Added |
| Beech Hill Advisors, Inc. | 12,050 | $479.2K | 0.20% | −4,000−24.9% | Reduced |
| Atwood & Palmer Inc | 12,052 | $479.3K | 0.04% | −108−0.9% | Reduced |
| Spring Capital Management, LLC | 16,743 | $480.4K | 0.38% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 12,100 | $481.0K | 0.45% | −1,500−11.0% | Reduced |
| O'Rourke & Company, Inc | 12,100 | $481.0K | 0.27% | −375−3.0% | Reduced |
| Hemington Wealth Management | 12,117 | $481.0K | 0.16% | +99+0.8% | Added |
| Essex Savings Bank | 12,118 | $481.9K | 0.13% | −5,430−30.9% | Reduced |
| Schrum Private Wealth Management LLC | 12,119 | $482.0K | 0.43% | +26+0.2% | Added |
| Oak Harbor Wealth Partners, LLC | 12,141 | $482.8K | 0.15% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12,145 | $483.0K | 0.22% | −658−5.1% | Reduced |
| Lincoln Capital Corp | 12,235 | $486.6K | 0.21% | −54,963−81.8% | Reduced |
| Crawford Investment Counsel Inc | 12,242 | $486.9K | 0.01% | −1,509−11.0% | Reduced |
| Aberdeen Wealth Management LLC | 12,258 | $487.5K | 0.33% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 12,262 | $487.7K | 0.35% | −1,518−11.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 12,295 | $489.0K | 0.24% | −933−7.1% | Reduced |
| Baker Ellis Asset Management LLC | 12,305 | $489.4K | 0.07% | +1,200+10.8% | Added |
| Guyasuta Investment Advisors Inc | 14,558 | $490.2K | 0.04% | −301−2.0% | Reduced |
| Middleton & Co Inc | 12,383 | $492.5K | 0.06% | +1,000+8.8% | Added |
| Cim Investment Mangement Inc | 12,437 | $494.6K | 0.15% | −125−1.0% | Reduced |
| Financial Management Professionals, Inc. | 12,435 | $495.0K | 0.07% | −1,581−11.3% | Reduced |
| Berger Financial Group, Inc | 12,452 | $495.2K | 0.04% | −600−4.6% | Reduced |
| Consolidated Portfolio Review Corp | 12,452 | $495.2K | 0.12% | +2,602+26.4% | Added |
| Arcataur Capital Management LLC | 12,453 | $495.3K | 0.18% | −120−1.0% | Reduced |
| Clarus Group, Inc. | 12,453 | $495.3K | 0.22% | +69+0.6% | Added |
| United Community Bank | 12,469 | $495.9K | 0.20% | +5,927+90.6% | Added |
| VeraBank, N.A. | 12,495 | $496.9K | 0.15% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 12,503 | $497.2K | 0.17% | −267−2.1% | Reduced |
| Twin Focus Capital Partners, LLC | 12,524 | $498.1K | 0.08% | 00.0% | Unchanged |
| Union Savings Bank | 12,526 | $498.2K | 0.26% | −1,852−12.9% | Reduced |
| Chiron Capital Management, LLC | 12,554 | $499.3K | 0.48% | −13,996−52.7% | Reduced |
| Pacific Sun Financial Corp | 12,565 | $499.7K | 0.30% | 00.0% | Unchanged |
| WMS Partners, LLC | 12,589 | $500.6K | 0.03% | −498−3.8% | Reduced |
| Goldstone Financial Group, LLC | 12,597 | $501.0K | 0.10% | +728+6.1% | Added |
| Summitry LLC | 12,615 | $501.7K | 0.03% | −1,983−13.6% | Reduced |
| MV Capital Management, Inc. | 12,616 | $501.7K | 0.06% | +445+3.7% | Added |
| Flaharty Asset Management, LLC | 12,620 | $501.9K | 0.07% | +3,047+31.8% | Added |
| Kapstone Financial Advisors LLC | 12,622 | $502.0K | 0.33% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 12,666 | $503.7K | 0.30% | +10.0% | Added |
| Regatta Capital Group, LLC | 12,666 | $503.7K | 0.11% | −54−0.4% | Reduced |
| Tradition Wealth Management, LLC | 12,686 | $504.5K | 0.05% | −106−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 12,729 | $506.0K | 0.03% | +1,101+9.5% | Added |
| Albion Financial Group | 12,760 | $507.5K | 0.04% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 12,800 | $509.1K | 0.28% | 00.0% | Unchanged |
| Cedrus LLC | 12,801 | $509.1K | 0.25% | +577+4.7% | Added |
| Rise Advisors, LLC | 12,808 | $509.4K | 0.27% | +1,319+11.5% | Added |
| Trust Co of Toledo NA | 12,871 | $511.9K | 0.07% | +304+2.4% | Added |
| Bedel Financial Consulting, Inc. | 12,883 | $512.4K | 0.08% | −1,531−10.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 12,958 | $515.3K | 0.03% | +1,729+15.4% | Added |
| WealthCare Investment Partners, LLC | 12,961 | $515.4K | 0.24% | +150+1.2% | Added |
| Guidance Point Advisors, LLC | 12,969 | $515.8K | 0.16% | +29+0.2% | Added |
| Verum Partners LLC | 12,986 | $516.4K | 0.17% | +798+6.5% | Added |