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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 65,558 | $2.61M | 0.13% | +866+1.3% | Added |
| 9258 Wealth Management, LLC | 65,507 | $2.61M | 0.40% | −4,378−6.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 65,070 | $2.59M | 0.27% | −4,707−6.7% | Reduced |
| Koshinski Asset Management, Inc. | 62,328 | $2.58M | 0.24% | +1,899+3.1% | Added |
| Abbrea Capital, LLC | 64,828 | $2.58M | 0.34% | −300.0% | Reduced |
| Commerzbank Aktiengesellschaft | 64,742 | $2.58M | 0.09% | −28,165−30.3% | Reduced |
| Prestige Wealth Management Group LLC | 64,592 | $2.57M | 0.56% | +29,388+83.5% | Added |
| Jupiter Wealth Management LLC | 63,647 | $2.57M | 1.36% | +1,701+2.7% | Added |
| Focus Financial Network, Inc. | 57,612 | $2.53M | 0.11% | +9,229+19.1% | Added |
| Studio Investment Management LLC | 63,459 | $2.52M | 0.57% | +64+0.1% | Added |
| Cobblestone Capital Advisors LLC | 63,265 | $2.52M | 0.15% | −1,149−1.8% | Reduced |
| Cornerstone Wealth Management, LLC | 63,072 | $2.51M | 0.19% | −403−0.6% | Reduced |
| Golden State Equity Partners | 63,003 | $2.51M | 0.52% | +63,003 | New |
| Pensionmark Financial Group, LLC | 62,649 | $2.49M | 0.16% | +55,895+827.6% | Added |
| Slagle Financial, LLC | 62,619 | $2.49M | 1.28% | +2,380+4.0% | Added |
| Bartlett & Co. Wealth Management LLC | 62,485 | $2.49M | 0.04% | −16,998−21.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 62,300 | $2.48M | 0.66% | +62,300 | New |
| Schechter Investment Advisors, LLC | 62,154 | $2.47M | 0.19% | +726+1.2% | Added |
| Carson Advisory Inc. | 62,107 | $2.47M | 1.73% | −435−0.7% | Reduced |
| Wedmont Private Capital | 59,145 | $2.46M | 0.15% | +6,053+11.4% | Added |
| Old National Bancorp | 61,595 | $2.45M | 0.06% | −4,071−6.2% | Reduced |
| Vanguard Capital Wealth Advisors | 61,385 | $2.44M | 1.65% | −2,736−4.3% | Reduced |
| Clarius Group, LLC | 61,257 | $2.44M | 0.17% | −2,337−3.7% | Reduced |
| Empire Financial Management Company, LLC | 60,948 | $2.42M | 0.80% | −3,000−4.7% | Reduced |
| Farther Finance Advisors, LLC | 60,520 | $2.42M | 0.12% | +26,214+76.4% | Added |
| Coombe, Bender & Co LLC | 60,420 | $2.40M | 1.42% | +1,476+2.5% | Added |
| Choate Investment Advisors | 60,368 | $2.40M | 0.06% | +1,480+2.5% | Added |
| Granite Harbor Advisors, Inc. | 60,198 | $2.39M | 1.52% | +2,615+4.5% | Added |
| Bridgefront Capital, LLC | 60,176 | $2.39M | 1.00% | +60,176 | New |
| Gratus Capital LLC | 60,061 | $2.39M | 0.10% | +4,843+8.8% | Added |
| American State Bank (Iowa) | 59,985 | $2.39M | 1.53% | −669−1.1% | Reduced |
| AlTi Global, Inc. | 59,586 | $2.38M | 0.06% | −2,114−3.4% | Reduced |
| Boston Common Asset Management, LLC | 59,672 | $2.37M | 0.06% | +59,672 | New |
| Financial Counselors Inc | 59,461 | $2.36M | 0.04% | −5,129−7.9% | Reduced |
| Thomasville National Bank | 59,074 | $2.35M | 0.19% | +832+1.4% | Added |
| Lindbrook Capital, LLC | 58,712 | $2.33M | 0.22% | +5,517+10.4% | Added |
| AMG National Trust Bank | 58,629 | $2.33M | 0.06% | −17,772−23.3% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.33M | 0.03% | −20,233−25.9% | Reduced |
| Exchange Capital Management, Inc. | 58,312 | $2.32M | 0.38% | −3,267−5.3% | Reduced |
| Vision Capital Management, Inc. | 58,262 | $2.32M | 0.34% | +366+0.6% | Added |
| Syon Capital LLC | 58,150 | $2.31M | 0.21% | +1,885+3.4% | Added |
| SeaCrest Wealth Management, LLC | 58,009 | $2.31M | 0.26% | −990−1.7% | Reduced |
| Lake Street Advisors Group, LLC | 58,004 | $2.31M | 0.11% | −1,141−1.9% | Reduced |
| EagleClaw Capital Managment, LLC | 57,777 | $2.30M | 0.41% | −2,500−4.1% | Reduced |
| Cumberland Partners Ltd | 57,610 | $2.29M | 0.17% | −7,325−11.3% | Reduced |
| WSFS Capital Management, LLC | 57,588 | $2.29M | 0.13% | +6,269+12.2% | Added |
| Legato Capital Management LLC | 57,497 | $2.29M | 0.31% | −26,347−31.4% | Reduced |
| Piscataqua Savings Bank | 57,365 | $2.28M | 2.03% | −1,273−2.2% | Reduced |
| Family Legacy, Inc. | 57,278 | $2.28M | 0.82% | −203−0.4% | Reduced |
| Poehling Capital Management, LLC | 57,255 | $2.28M | 0.62% | −265−0.5% | Reduced |
| Wrapmanager Inc | 57,250 | $2.28M | 0.63% | +3,452+6.4% | Added |
| Coastline Trust Co | 57,228 | $2.28M | 0.27% | −5,716−9.1% | Reduced |
| London & Capital Asset Management Ltd | 56,999 | $2.27M | 0.19% | −28,590−33.4% | Reduced |
| Marex Group plc | 56,984 | $2.27M | 0.06% | +56,984 | New |
| First City Capital Management, Inc. | 56,980 | $2.27M | 1.27% | −1,269−2.2% | Reduced |
| Viawealth, LLC | 56,966 | $2.27M | 1.41% | −1,553−2.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 56,841 | $2.26M | 0.58% | +40.0% | Added |
| Lafayette Investments, Inc. | 56,506 | $2.25M | 0.51% | −762−1.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 56,286 | $2.24M | 0.33% | −1,067−1.9% | Reduced |
| First Business Financial Services, Inc. | 56,148 | $2.23M | 0.24% | +1,782+3.3% | Added |
| Smith Shellnut Wilson LLC | 56,120 | $2.23M | 1.08% | −100−0.2% | Reduced |
| AdvisorNet Financial, Inc | 56,030 | $2.23M | 0.20% | +34,519+160.5% | Added |
| RMR Wealth Builders | 56,006 | $2.23M | 0.26% | +2,712+5.1% | Added |
| Berkeley Capital Partners, LLC | 56,001 | $2.23M | 0.67% | −84−0.1% | Reduced |
| Cullinan Associates Inc | 55,925 | $2.22M | 0.13% | +1,316+2.4% | Added |
| Abacus Planning Group, Inc. | 55,914 | $2.22M | 0.43% | −2,855−4.9% | Reduced |
| Kennedy Investment Group | 55,860 | $2.22M | 1.12% | −2,038−3.5% | Reduced |
| McDonald Partners LLC | 55,605 | $2.21M | 0.59% | +354+0.6% | Added |
| Hexagon Capital Partners LLC | 55,553 | $2.21M | 0.48% | −5,075−8.4% | Reduced |
| Coastal Investment Advisors, Inc. | 55,398 | $2.20M | 0.43% | +903+1.7% | Added |
| Octavia Wealth Advisors, LLC | 55,248 | $2.20M | 0.30% | −74−0.1% | Reduced |
| Vident Advisory, LLC | 55,142 | $2.19M | 0.06% | +13,880+33.6% | Added |
| Aspen Grove Capital, LLC | 55,123 | $2.19M | 0.52% | +56+0.1% | Added |
| Zuckerman Investment Group, LLC | 55,060 | $2.19M | 0.25% | −20.0% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.18M | 0.04% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 54,642 | $2.17M | 0.48% | −1,493−2.7% | Reduced |
| Washington Trust Bank | 54,577 | $2.17M | 0.21% | −672−1.2% | Reduced |
| Belpointe Asset Management LLC | 54,536 | $2.17M | 0.15% | −136−0.2% | Reduced |
| Constant Guidance Financial LLC | 54,534 | $2.17M | 2.25% | −55,062−50.2% | Reduced |
| Evergreen Wealth Management, LLC | 54,421 | $2.16M | 1.43% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 54,393 | $2.16M | 0.10% | +14,901+37.7% | Added |
| First Dallas Securities Inc. | 54,177 | $2.15M | 0.95% | −2,679−4.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 54,092 | $2.15M | 0.46% | −330,453−85.9% | Reduced |
| Jeppson Wealth Management, LLC | 54,063 | $2.15M | 0.82% | −256−0.5% | Reduced |
| Headlands Technologies LLC | 54,013 | $2.15M | 0.23% | +24,744+84.5% | Added |
| Barometer Capital Management Inc. | 53,950 | $2.15M | 0.83% | −10,550−16.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 53,936 | $2.15M | 0.49% | +904+1.7% | Added |
| Beacon Financial Group | 53,824 | $2.14M | 0.24% | +919+1.7% | Added |
| HCR Wealth Advisors | 53,625 | $2.13M | 0.30% | −176−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 53,518 | $2.13M | 0.16% | +543+1.0% | Added |
| NTV Asset Management LLC | 53,431 | $2.12M | 0.30% | +4,882+10.1% | Added |
| Prosperity Consulting Group, LLC | 53,039 | $2.11M | 0.29% | −7,235−12.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 52,900 | $2.10M | 1.15% | −1,100−2.0% | Reduced |
| Argent Advisors, Inc. | 52,813 | $2.10M | 0.83% | −7,331−12.2% | Reduced |
| Ransom Advisory, Ltd | 52,799 | $2.10M | 1.05% | +850+1.6% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 52,780 | $2.10M | 1.36% | −4,000−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,272 | $2.09M | 0.01% | −36,837−43.8% | Reduced |
| Picton Mahoney Asset Management | 52,538 | $2.09M | 0.09% | −270,495−83.7% | Reduced |
| Sargent Investment Group, LLC | 52,308 | $2.08M | 0.42% | +11,325+27.6% | Added |
| Howland Capital Management LLC | 52,218 | $2.08M | 0.10% | +1,758+3.5% | Added |