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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 43,531 | $1.73M | 0.10% | +2,713+6.6% | Added |
| Mitchell Sinkler & Starr | 40,038 | $1.72M | 0.44% | 00.0% | Unchanged |
| IMS Capital Management | 44,485 | $1.72M | 0.80% | −796−1.8% | Reduced |
| CRA Financial Services, LLC | 43,271 | $1.72M | 0.35% | +148+0.3% | Added |
| Kingfisher Capital LLC | 43,188 | $1.72M | 0.40% | −1,846−4.1% | Reduced |
| RDA Financial Network | 43,189 | $1.72M | 0.56% | +369+0.9% | Added |
| Symmetry Partners, LLC | 43,000 | $1.71M | 0.09% | +5,991+16.2% | Added |
| CTC Alternative Strategies, Ltd. | 42,810 | $1.70M | 0.72% | +42,810 | New |
| Summit Financial, LLC | 42,722 | $1.70M | 0.08% | +23,465+121.9% | Added |
| McIlrath & Eck, LLC | 42,704 | $1.70M | 0.25% | +1,633+4.0% | Added |
| Nan Shan Life Insurance Co., Ltd. | 42,688 | $1.70M | 0.04% | −1,512,752−97.3% | Reduced |
| Welch Group, LLC | 42,621 | $1.70M | 0.08% | +2,327+5.8% | Added |
| Guardian Wealth Advisors, LLC | 42,564 | $1.69M | 0.20% | −4,388−9.3% | Reduced |
| Bridgewater Advisors Inc. | 40,566 | $1.69M | 0.21% | +14,833+57.6% | Added |
| Oarsman Capital, Inc. | 42,512 | $1.69M | 0.37% | +1,492+3.6% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 40,916 | $1.69M | 0.66% | −99−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 42,455 | $1.69M | 0.13% | −3,201−7.0% | Reduced |
| RB Capital Management, LLC | 42,424 | $1.69M | 0.43% | +31+0.1% | Added |
| Kiley Juergens Wealth Management, LLC | 42,349 | $1.68M | 0.47% | +2,145+5.3% | Added |
| Sugarloaf Wealth Management, LLC | 42,102 | $1.67M | 0.34% | +9,637+29.7% | Added |
| Westside Investment Management, Inc. | 42,242 | $1.67M | 0.38% | −589−1.4% | Reduced |
| Ramirez Asset Management, Inc. | 42,030 | $1.67M | 0.34% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 42,001 | $1.67M | 1.40% | −90.0% | Reduced |
| Qsemble Capital Management, LP | 41,941 | $1.67M | 0.32% | +41,941 | New |
| Claro Advisors LLC | 41,912 | $1.67M | 0.26% | −15,530−27.0% | Reduced |
| Bouchey Financial Group Ltd | 41,770 | $1.66M | 0.16% | +240+0.6% | Added |
| Mayflower Financial Advisors, LLC | 295,473 | $1.66M | 0.27% | −2,913−1.0% | Reduced |
| Childress Capital Advisors, LLC | 41,657 | $1.66M | 0.47% | −14,245−25.5% | Reduced |
| White Pine Capital LLC | 41,612 | $1.65M | 0.63% | +95+0.2% | Added |
| Rehmann Capital Advisory Group | 41,610 | $1.65M | 0.12% | +2,609+6.7% | Added |
| Wynn Capital, LLC | 41,515 | $1.65M | 1.22% | +990+2.4% | Added |
| Pearl River Capital, LLC | 41,340 | $1.64M | 0.26% | +41,340 | New |
| Greenfield Savings Bank | 41,313 | $1.64M | 0.84% | +458+1.1% | Added |
| Mather Group, LLC. | 43,310 | $1.64M | 0.02% | +10,185+30.7% | Added |
| Safeguard Investment Advisory Group, LLC | 41,267 | $1.64M | 0.51% | −167−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 41,268 | $1.64M | 0.06% | −2,560−5.8% | Reduced |
| Sherbrooke Park Advisers LLC | 41,268 | $1.64M | 0.29% | +6,600+19.0% | Added |
| Fox Run Management, L.L.C. | 41,161 | $1.64M | 0.31% | +31,204+313.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,022 | $1.63M | 0.17% | −2,817−6.4% | Reduced |
| E&G Advisors, LP | 40,913 | $1.63M | 0.48% | 00.0% | Unchanged |
| Aviso Financial Inc. | 40,855 | $1.62M | 0.09% | +40,855 | New |
| BigSur Wealth Management LLC | 40,850 | $1.62M | 0.50% | 00.0% | Unchanged |
| Baader Bank INC | 40,998 | $1.62M | 0.13% | +810+2.0% | Added |
| Pegasus Partners Ltd. | 40,812 | $1.62M | 0.16% | −479−1.2% | Reduced |
| GYL Financial Synergies, LLC | 40,680 | $1.62M | 0.12% | −727−1.8% | Reduced |
| Chicago Partners Investment Group LLC | 39,132 | $1.62M | 0.06% | +2,830+7.8% | Added |
| SkyOak Wealth, LLC | 40,579 | $1.61M | 0.38% | −517−1.3% | Reduced |
| West Branch Capital LLC | 40,556 | $1.61M | 0.60% | +2,103+5.5% | Added |
| May Barnhard Investments LLC | 40,452 | $1.61M | 0.83% | +40+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 40,422 | $1.61M | 1.03% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 40,414 | $1.61M | 0.30% | +423+1.1% | Added |
| Avestar Capital, LLC | 40,363 | $1.61M | 0.18% | +5,809+16.8% | Added |
| Hikari Power Ltd | 40,240 | $1.60M | 0.14% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 40,170 | $1.60M | 0.26% | +2,201+5.8% | Added |
| Souders Financial Advisors | 40,121 | $1.60M | 0.24% | +60+0.1% | Added |
| Grand Jean Capital Management Inc | 40,000 | $1.59M | 0.40% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.59M | 0.70% | 00.0% | Unchanged |
| FLC Capital Advisors | 39,973 | $1.59M | 0.39% | −2,100−5.0% | Reduced |
| Brown Financial Advisors | 39,957 | $1.59M | 0.71% | +39,957 | New |
| Boston Trust Walden Corp | 39,908 | $1.59M | 0.01% | −1,733−4.2% | Reduced |
| NBW Capital LLC | 39,906 | $1.59M | 0.31% | −3,373−7.8% | Reduced |
| Ellsworth Advisors, LLC | 39,888 | $1.59M | 0.44% | +3,665+10.1% | Added |
| Global Financial Private Client, LLC | 39,852 | $1.58M | 0.66% | −162−0.4% | Reduced |
| Parkside Financial Bank & Trust | 39,803 | $1.58M | 0.25% | −3,749−8.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35,866 | $1.58M | 0.01% | −2,521−6.6% | Reduced |
| American Capital Advisory, LLC | 46,926 | $1.58M | 1.13% | +14,594+45.1% | Added |
| Quotient Wealth Partners, LLC | 39,632 | $1.58M | 0.06% | +1,544+4.1% | Added |
| Beverly Hills Private Wealth, LLC | 39,502 | $1.57M | 0.34% | −1,802−4.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 39,463 | $1.57M | 0.22% | −1,469−3.6% | Reduced |
| Wesbanco Bank Inc | 39,442 | $1.57M | 0.06% | −289−0.7% | Reduced |
| Coastwise Capital Group, LLC | 39,427 | $1.57M | 1.49% | −2,258−5.4% | Reduced |
| Proequities, Inc. | 39,337 | $1.56M | 0.10% | −1,472−3.6% | Reduced |
| Fiduciary Family Office, LLC | 39,291 | $1.56M | 0.62% | −3,371−7.9% | Reduced |
| Sovereign Financial Group, Inc. | 39,200 | $1.56M | 0.39% | +85+0.2% | Added |
| Aaron Wealth Advisors | 39,027 | $1.55M | 0.22% | +313+0.8% | Added |
| Key Client Fiduciary Advisors, LLC | 39,005 | $1.55M | 0.78% | +76+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 38,848 | $1.54M | 0.22% | −457−1.2% | Reduced |
| Schulhoff & Co Inc | 38,773 | $1.54M | 0.70% | +31+0.1% | Added |
| Pinnacle Holdings, LLC | 38,693 | $1.54M | 0.63% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 38,657 | $1.54M | 0.08% | −3,888−9.1% | Reduced |
| RMB Capital Management, LLC | 38,563 | $1.53M | 0.04% | +119+0.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 38,470 | $1.53M | 0.51% | +89+0.2% | Added |
| Cullen Investment Group, Ltd. | 38,354 | $1.53M | 0.24% | −895−2.3% | Reduced |
| IMA Wealth, Inc. | 38,314 | $1.52M | 0.67% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 38,134 | $1.52M | 0.12% | −1,512−3.8% | Reduced |
| Boomfish Wealth Group, LLC | 38,058 | $1.51M | 0.98% | +376+1.0% | Added |
| Marcum Wealth, LLC | 37,927 | $1.51M | 0.15% | −1,860−4.7% | Reduced |
| Millennium Capital Advisors, LLC | 37,583 | $1.49M | 0.99% | +129+0.3% | Added |
| Modern Wealth Management, LLC | 37,576 | $1.49M | 0.11% | +4,324+13.0% | Added |
| Prudent Man Advisors, LLC | 37,562 | $1.49M | 0.53% | +1,633+4.5% | Added |
| Bragg Financial Advisors, Inc | 37,527 | $1.49M | 0.07% | +1,666+4.6% | Added |
| Mosaic Family Wealth Partners, LLC | 37,475 | $1.49M | 0.24% | −954−2.5% | Reduced |
| Machina Capital S.A.S. | 37,261 | $1.48M | 0.66% | +37,261 | New |
| ABN AMRO Bank N.V. | 36,920 | $1.48M | 0.02% | −5,515−13.0% | Reduced |
| Longfellow Investment Management Co LLC | 37,166 | $1.48M | 0.37% | −13,013−25.9% | Reduced |
| Proquility Private Wealth Partners, LLC | 37,152 | $1.48M | 0.50% | −29,543−44.3% | Reduced |
| Mill Capital Management, LLC | 37,120 | $1.48M | 0.12% | +519+1.4% | Added |
| Manchester Capital Management LLC | 37,099 | $1.48M | 0.18% | −2,303−5.8% | Reduced |
| First National Bank & Trust Co of Newtown | 37,077 | $1.47M | 0.30% | +159+0.4% | Added |
| InTrack Investment Management Inc | 37,075 | $1.47M | 1.05% | −2,576−6.5% | Reduced |