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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 52,188 | $2.08M | 0.08% | +1,447+2.9% | Added |
| Waldron Private Wealth LLC | 52,175 | $2.07M | 0.09% | +872+1.7% | Added |
| Ameritas Advisory Services, LLC | 52,114 | $2.07M | 0.08% | −292−0.6% | Reduced |
| Conning Inc. | 51,955 | $2.07M | 0.07% | −64,917−55.5% | Reduced |
| Gratus Wealth Advisors, LLC | 48,125 | $2.06M | 0.36% | +100.0% | Added |
| Cito Capital Group, LLC | 51,870 | $2.06M | 0.80% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 51,870 | $2.06M | 0.92% | +1,398+2.8% | Added |
| Shufro Rose & Co LLC | 51,849 | $2.06M | 0.17% | −100.0% | Reduced |
| CMG Global Holdings, LLC | 51,528 | $2.05M | 1.36% | −1,077−2.0% | Reduced |
| MTM Investment Management, LLC | 51,476 | $2.05M | 0.84% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 51,060 | $2.03M | 0.05% | −3,131−5.8% | Reduced |
| Aire Advisors, LLC | 51,031 | $2.03M | 0.46% | −101−0.2% | Reduced |
| Diversify Wealth Management, LLC | 55,326 | $2.03M | 0.25% | +55,326 | New |
| Wulff, Hansen & Co. | 50,923 | $2.03M | 2.00% | −2,085−3.9% | Reduced |
| Norden Group LLC | 50,836 | $2.02M | 0.41% | −2,193−4.1% | Reduced |
| Dohj, LLC | 50,796 | $2.02M | 0.50% | +839+1.7% | Added |
| Hartford Financial Management Inc. | 50,770 | $2.02M | 0.43% | −1,807−3.4% | Reduced |
| Hudson Canyon Capital Management | 50,735 | $2.02M | 1.37% | −6,856−11.9% | Reduced |
| One Charles Private Wealth Services, LLC | 50,667 | $2.02M | 0.84% | +240+0.5% | Added |
| Financial Partners Group, LLC | 50,475 | $2.01M | 0.78% | −1,242−2.4% | Reduced |
| Ibex Wealth Advisors | 50,471 | $2.01M | 0.31% | +50,471 | New |
| Cohen Investment Advisors LLC | 73,215 | $2.00M | 1.61% | −5,253−6.7% | Reduced |
| Daymark Wealth Partners, LLC | 50,376 | $2.00M | 0.09% | +15,078+42.7% | Added |
| NVWM, LLC | 50,276 | $2.00M | 0.53% | +2,156+4.5% | Added |
| Savoie Capital LLC | 50,000 | $1.99M | 0.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $1.99M | 0.31% | +20,000+66.7% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $1.99M | 1.43% | +50,000 | New |
| Chapin Davis, Inc. | 49,707 | $1.98M | 0.68% | −258−0.5% | Reduced |
| SageView Advisory Group, LLC | 49,654 | $1.97M | 0.09% | +3,861+8.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 49,483 | $1.97M | 0.04% | +10.0% | Added |
| Norris Financial Group, LLC | 49,464 | $1.97M | 1.02% | −6,141−11.0% | Reduced |
| EverSource Wealth Advisors, LLC | 48,718 | $1.96M | 0.13% | −20,953−30.1% | Reduced |
| Granger Management LLC | 49,369 | $1.96M | 0.33% | +13,652+38.2% | Added |
| Capital Advisors Inc | 49,258 | $1.96M | 0.04% | +359+0.7% | Added |
| Banco BTG Pactual S.A. | 47,742 | $1.95M | 0.50% | +47,742 | New |
| Lake Street Financial LLC | 49,047 | $1.95M | 0.25% | −950−1.9% | Reduced |
| Relative Value Partners Group, LLC | 49,047 | $1.95M | 0.25% | +20,868+74.1% | Added |
| LM Advisors LLC | 48,941 | $1.95M | 0.00% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 48,866 | $1.94M | 0.50% | −160−0.3% | Reduced |
| Portside Wealth Group, LLC | 48,792 | $1.94M | 0.37% | −6,373−11.6% | Reduced |
| MCF Advisors LLC | 48,596 | $1.93M | 0.15% | +130.0% | Added |
| Gladstone Institutional Advisory LLC | 48,570 | $1.93M | 0.10% | +1,226+2.6% | Added |
| Excalibur Management Corp | 48,558 | $1.93M | 0.79% | +505+1.1% | Added |
| First Horizon Advisors, Inc. | 48,476 | $1.93M | 0.06% | −5,063−9.5% | Reduced |
| Altman Advisors, Inc. | 48,409 | $1.93M | 1.09% | −125−0.3% | Reduced |
| Advisory Research Inc | 48,176 | $1.92M | 0.36% | −797−1.6% | Reduced |
| Palogic Value Management, L.P. | 48,151 | $1.91M | 0.81% | +920+1.9% | Added |
| Legacy Advisors, LLC | 48,090 | $1.91M | 0.23% | +1,537+3.3% | Added |
| Register Financial Advisors LLC | 47,984 | $1.91M | 0.96% | −447−0.9% | Reduced |
| Wellington Shields Capital Management, LLC | 47,557 | $1.89M | 0.34% | +537+1.1% | Added |
| Cowa, LLC | 47,508 | $1.89M | 1.01% | −292−0.6% | Reduced |
| Regal Investment Advisors LLC | 47,468 | $1.89M | 0.12% | +1,060+2.3% | Added |
| Coppell Advisory Solutions LLC | 47,378 | $1.88M | 0.31% | +47,378 | New |
| Gs Investments, Inc. | 47,256 | $1.88M | 0.89% | −665−1.4% | Reduced |
| Cumberland Advisors Inc | 47,200 | $1.88M | 0.77% | −4,700−9.1% | Reduced |
| Weaver Capital Management LLC | 47,189 | $1.88M | 0.60% | +6,961+17.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 47,145 | $1.87M | 1.25% | −750−1.6% | Reduced |
| Arvest Investments, Inc. | 47,065 | $1.87M | 0.30% | −755−1.6% | Reduced |
| Hourglass Capital, LLC | 47,017 | $1.87M | 0.56% | −16,000−25.4% | Reduced |
| Capstone Investment Advisors, LLC | 46,996 | $1.87M | 0.04% | −10,826−18.7% | Reduced |
| Investors Asset Management of Georgia Inc | 46,965 | $1.87M | 0.91% | −190−0.4% | Reduced |
| Mendel Money Management | 46,607 | $1.85M | 0.87% | −1,835−3.8% | Reduced |
| Burney Co | 46,592 | $1.85M | 0.07% | −300−0.6% | Reduced |
| Blue Fin Capital, Inc. | 46,578 | $1.85M | 0.37% | −2,415−4.9% | Reduced |
| Advisor OS, LLC | 46,578 | $1.85M | 0.20% | +2,309+5.2% | Added |
| Probity Advisors, Inc. | 46,501 | $1.85M | 0.38% | −2,212−4.5% | Reduced |
| J. Safra Sarasin Holding AG | 46,480 | $1.85M | 0.03% | +46,480 | New |
| St. Louis Financial Planners Asset Management, LLC | 46,099 | $1.84M | 1.59% | −2,932−6.0% | Reduced |
| Centaurus Financial, Inc. | 46,190 | $1.84M | 0.12% | +5,449+13.4% | Added |
| Burke & Herbert Bank & Trust Co | 46,098 | $1.83M | 0.45% | +11,807+34.4% | Added |
| Busey Wealth Management | 46,074 | $1.83M | 0.06% | −719−1.5% | Reduced |
| Investment Advisory Services Inc | 45,783 | $1.82M | 0.67% | −753−1.6% | Reduced |
| Buckley Wealth Management, LLC | 45,533 | $1.81M | 0.57% | −985−2.1% | Reduced |
| E Fund Management Co., Ltd. | 45,322 | $1.80M | 0.10% | +6,355+16.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 45,250 | $1.80M | 0.45% | −1,350−2.9% | Reduced |
| Bridges Investment Management Inc | 45,159 | $1.80M | 0.03% | +45,159 | New |
| Visionary Wealth Advisors | 45,140 | $1.80M | 0.12% | −383−0.8% | Reduced |
| Martin & Co Inc | 45,120 | $1.79M | 0.45% | −222−0.5% | Reduced |
| LVW Advisors, LLC | 45,030 | $1.79M | 0.26% | +2,727+6.4% | Added |
| Soviero Asset Management, LP | 45,000 | $1.79M | 1.38% | +45,000 | New |
| Sandy Spring Bank | 44,971 | $1.79M | 0.08% | −4,083−8.3% | Reduced |
| Falcon Wealth Planning | 44,716 | $1.78M | 0.23% | +525+1.2% | Added |
| Herold Advisors, Inc. | 44,713 | $1.78M | 0.41% | +120.0% | Added |
| Etesian Wealth Advisors, Inc. | 44,665 | $1.78M | 1.00% | −403−0.9% | Reduced |
| Payden & Rygel Investment Group | 44,600 | $1.77M | 0.14% | 00.0% | Unchanged |
| Payden & Rygel | 44,600 | $1.77M | 0.14% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 44,403 | $1.77M | 0.35% | −7,905−15.1% | Reduced |
| Woodward Diversified Capital, LLC | 44,380 | $1.76M | 1.04% | +5,277+13.5% | Added |
| Premier Path Wealth Partners, LLC | 44,331 | $1.76M | 0.30% | +2,255+5.4% | Added |
| Atlas Brown,Inc. | 44,236 | $1.76M | 0.63% | −2,971−6.3% | Reduced |
| Intellectus Partners, LLC | 44,219 | $1.76M | 0.48% | +504+1.2% | Added |
| Ballast, Inc. | 44,131 | $1.76M | 0.54% | −66−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 44,115 | $1.75M | 0.36% | +262+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 44,057 | $1.75M | 0.50% | +14,716+50.2% | Added |
| Duncker Streett & Co Inc | 43,989 | $1.75M | 0.34% | −221−0.5% | Reduced |
| Brady Family Wealth, LLC | 43,856 | $1.74M | 0.56% | +30.0% | Added |
| Sunesis Advisors, LLC | 43,782 | $1.74M | 1.03% | −29−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 43,659 | $1.74M | 0.10% | −923−2.1% | Reduced |
| Prairiewood Capital, LLC | 43,650 | $1.74M | 0.82% | −1,416−3.1% | Reduced |
| MWA Asset Management | 43,589 | $1.73M | 1.24% | +61+0.1% | Added |