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
- 2,955
- +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
- 1,255 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 83,164 | $3.31M | 2.48% | −1,493−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 83,128 | $3.31M | 0.18% | +83,128 | New |
| Culbertson A N & Co Inc | 82,877 | $3.30M | 0.58% | −7,100−7.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 82,767 | $3.29M | 0.74% | −2,700−3.2% | Reduced |
| Beaton Management Co. Inc. | 82,759 | $3.29M | 1.77% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 82,608 | $3.29M | 0.05% | +2,272+2.8% | Added |
| NewEdge Wealth, LLC | 82,542 | $3.28M | 0.07% | −10,402−11.2% | Reduced |
| Trust Asset Management LLC | 82,476 | $3.28M | 0.28% | 00.0% | Unchanged |
| GAMMA Investing LLC | 82,378 | $3.28M | 0.45% | +20,019+32.1% | Added |
| Skylands Capital, LLC | 82,350 | $3.28M | 0.46% | −7,900−8.8% | Reduced |
| Legacy Wealth Management, LLC | 82,345 | $3.27M | 1.38% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 81,987 | $3.26M | 0.25% | +3,376+4.3% | Added |
| Western Wealth Management, LLC | 81,715 | $3.25M | 0.24% | −72−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 85,700 | $3.25M | 0.53% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 81,526 | $3.24M | 0.43% | −197−0.2% | Reduced |
| Mount Vernon Associates Inc | 81,319 | $3.23M | 2.87% | −2,800−3.3% | Reduced |
| Perpetual Ltd | 81,013 | $3.22M | 0.04% | −5,663−6.5% | Reduced |
| Roundview Capital LLC | 80,712 | $3.21M | 0.25% | +530+0.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 80,090 | $3.19M | 0.69% | +20,008+33.3% | Added |
| Citizens Business Bank | 79,877 | $3.18M | 0.67% | +2,563+3.3% | Added |
| Whittier Trust Co of Nevada Inc | 79,595 | $3.17M | 0.09% | +284+0.4% | Added |
| Parcion Private Wealth LLC | 78,930 | $3.14M | 0.29% | +843+1.1% | Added |
| Private Trust Co NA | 78,750 | $3.13M | 0.34% | −2,416−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 78,289 | $3.11M | 0.10% | −8,083−9.4% | Reduced |
| NBT Bank N A | 78,250 | $3.11M | 0.22% | +28,138+56.2% | Added |
| T. Rowe Price Investment Management, Inc. | 78,172 | $3.11M | 0.00% | −13,600−14.8% | Reduced |
| Triangle Securities Wealth Management | 78,143 | $3.11M | 0.88% | −1,914−2.4% | Reduced |
| Peddock Capital Advisors, LLC | 77,926 | $3.10M | 0.80% | −4,151−5.1% | Reduced |
| Brookmont Capital Management | 77,441 | $3.08M | 1.68% | −1,465−1.9% | Reduced |
| HBK Sorce Advisory LLC | 76,961 | $3.06M | 0.11% | −5,473−6.6% | Reduced |
| Tritonpoint Wealth, LLC | 76,809 | $3.05M | 0.29% | −7,748−9.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 76,786 | $3.05M | 0.83% | −682−0.9% | Reduced |
| Shorepoint Capital Partners LLC | 76,501 | $3.04M | 0.71% | +4,756+6.6% | Added |
| Mystic Asset Management, Inc. | 76,217 | $3.03M | 1.22% | −1,820−2.3% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $3.03M | 0.33% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 75,957 | $3.02M | 0.17% | +1,143+1.5% | Added |
| Formidable Asset Management, LLC | 75,951 | $3.02M | 0.49% | −1,842−2.4% | Reduced |
| Meitav Dash Investments Ltd | 76,542 | $3.02M | 0.05% | −3,396−4.2% | Reduced |
| Tower Bridge Advisors | 75,744 | $3.01M | 0.33% | −4,275−5.3% | Reduced |
| Meridian Wealth Advisors, LLC | 75,485 | $3.00M | 0.54% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 75,151 | $2.99M | 0.02% | −5,520−6.8% | Reduced |
| Heritage Trust Co | 74,957 | $2.98M | 0.39% | +671+0.9% | Added |
| Berkshire Bank | 74,796 | $2.97M | 0.75% | −2,888−3.7% | Reduced |
| Umpqua Bank | 74,611 | $2.97M | 1.15% | +2,499+3.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.94M | 0.90% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 73,272 | $2.93M | 0.70% | +3,065+4.4% | Added |
| Hamilton Capital Partners Inc. | 73,644 | $2.93M | 0.31% | +1,674+2.3% | Added |
| Holderness Investments Co | 73,497 | $2.92M | 0.69% | +253+0.3% | Added |
| Exeter Financial, LLC | 73,432 | $2.92M | 1.39% | −5,329−6.8% | Reduced |
| Alpha DNA Investment Management LLC | 73,307 | $2.92M | 1.65% | +13,958+23.5% | Added |
| Mattson Financial Services, LLC | 72,962 | $2.90M | 1.03% | +72,962 | New |
| Burton Enright Welch | 72,586 | $2.89M | 0.67% | −613−0.8% | Reduced |
| Advisors Capital Management, LLC | 72,539 | $2.88M | 0.05% | +219+0.3% | Added |
| Stonebridge Capital Advisors LLC | 72,316 | $2.88M | 0.25% | +169+0.2% | Added |
| Y.D. More Investments Ltd | 72,234 | $2.87M | 0.29% | −9,168−11.3% | Reduced |
| ZWJ Investment Counsel Inc | 72,095 | $2.87M | 0.13% | +260+0.4% | Added |
| iA Global Asset Management Inc. | 72,076 | $2.87M | 0.05% | +54,136+301.8% | Added |
| Checchi Capital Advisers, LLC | 71,883 | $2.86M | 0.23% | +1,226+1.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 71,847 | $2.86M | 0.29% | +804+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,667 | $2.85M | 0.15% | −16,914−19.1% | Reduced |
| Massachusetts Wealth Management | 71,622 | $2.85M | 1.91% | −350−0.5% | Reduced |
| Old West Investment Management, LLC | 71,534 | $2.84M | 1.25% | +50,108+233.9% | Added |
| Naviter Wealth, LLC | 71,440 | $2.84M | 0.42% | +2,035+2.9% | Added |
| Iowa State Bank | 71,404 | $2.84M | 0.63% | +27,703+63.4% | Added |
| Country Club Bank | 72,346 | $2.84M | 0.20% | −1,073−1.5% | Reduced |
| Financial Advisory Service, Inc. | 71,272 | $2.83M | 0.24% | +676+1.0% | Added |
| Lodestone Wealth Management LLC | 71,097 | $2.83M | 1.50% | +293+0.4% | Added |
| Cigna Investments Inc | 71,087 | $2.83M | 0.53% | −2,287−3.1% | Reduced |
| Nebula Research & Development LLC | 71,021 | $2.82M | 0.46% | +71,021 | New |
| Charter Research & Investment Group, Inc. | 70,932 | $2.82M | 2.22% | −400−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 70,830 | $2.82M | 0.24% | −813−1.1% | Reduced |
| Grove Bank & Trust | 70,824 | $2.82M | 0.45% | −635−0.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 70,753 | $2.81M | 0.75% | −396−0.6% | Reduced |
| GeoWealth Management, LLC | 70,748 | $2.81M | 0.12% | +9,295+15.1% | Added |
| Murphy Pohlad Asset Management LLC | 70,701 | $2.81M | 1.21% | −11,575−14.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 70,450 | $2.80M | 0.23% | +15,700+28.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 70,405 | $2.80M | 0.08% | +3,011+4.5% | Added |
| Independent Solutions Wealth Management, LLC | 70,400 | $2.80M | 0.64% | −1,168−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 70,059 | $2.79M | 0.20% | +8,514+13.8% | Added |
| SS&H Financial Advisors, Inc. | 69,808 | $2.78M | 1.08% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 69,288 | $2.76M | 1.73% | −5,605−7.5% | Reduced |
| Colonial Trust Advisors | 68,959 | $2.74M | 0.26% | +32,546+89.4% | Added |
| Vestmark Advisory Solutions, Inc. | 68,755 | $2.73M | 0.11% | +3,880+6.0% | Added |
| Spire Wealth Management | 68,687 | $2.73M | 0.10% | −12,767−15.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 68,667 | $2.73M | 0.13% | +68,667 | New |
| Caldwell Trust Co | 68,482 | $2.72M | 0.30% | −2,713−3.8% | Reduced |
| Diligent Investors, LLC | 68,297 | $2.72M | 0.67% | +136+0.2% | Added |
| AlphaCore Capital LLC | 67,646 | $2.69M | 0.65% | −13,750−16.9% | Reduced |
| Frank, Rimerman Advisors LLC | 67,624 | $2.69M | 0.19% | +66,329+5,121.9% | Added |
| Bank Ozk | 67,606 | $2.69M | 1.16% | −1,424−2.1% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.68M | 0.10% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 67,387 | $2.68M | 0.52% | −958−1.4% | Reduced |
| WCG Wealth Advisors LLC | 66,976 | $2.66M | 0.20% | +4,181+6.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 66,881 | $2.66M | 0.01% | +43,552+186.7% | Added |
| Rosenblum Silverman Sutton S F Inc | 66,793 | $2.66M | 0.71% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 66,263 | $2.64M | 1.29% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 66,170 | $2.63M | 0.08% | +2,358+3.7% | Added |
| Hendershot Investments Inc. | 66,102 | $2.63M | 0.38% | −695−1.0% | Reduced |
| Quadcap Wealth Management, LLC | 65,965 | $2.62M | 0.47% | −1,192−1.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,715 | $2.61M | 0.88% | −779−1.2% | Reduced |