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 |
|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 37,008 | $1.47M | 0.45% | +1,159+3.2% | Added |
| Earnest Partners LLC | 36,949 | $1.47M | 0.01% | −1,441−3.8% | Reduced |
| Palumbo Wealth Management LLC | 36,919 | $1.47M | 0.62% | +5,747+18.4% | Added |
| Mathes Company, Inc. | 36,900 | $1.47M | 0.53% | −3,000−7.5% | Reduced |
| NCP Inc. | 36,910 | $1.47M | 0.93% | −93−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 36,745 | $1.46M | 0.26% | −5,347−12.7% | Reduced |
| Corundum Group, Inc. | 36,711 | $1.46M | 0.57% | +11,695+46.8% | Added |
| Mosaic Financial Group, LLC | 36,533 | $1.45M | 1.04% | +11,212+44.3% | Added |
| TrinityPoint Wealth, LLC | 36,475 | $1.45M | 0.23% | −221−0.6% | Reduced |
| Vise Technologies, Inc. | 36,440 | $1.45M | 0.25% | −5,152−12.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 36,318 | $1.44M | 0.47% | −243−0.7% | Reduced |
| Provenance Wealth Advisors, LLC | 36,278 | $1.44M | 0.20% | +315+0.9% | Added |
| Smithfield Trust Co | 36,163 | $1.44M | 0.08% | −1,865−4.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,257 | $1.44M | 0.35% | 00.0% | Unchanged |
| Krilogy Financial LLC | 36,186 | $1.44M | 0.11% | +1,413+4.1% | Added |
| Central Valley Advisors, LLC | 30,982 | $1.44M | 0.79% | +1,959+6.7% | Added |
| Blue Edge Capital, LLC | 36,000 | $1.43M | 0.24% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 35,864 | $1.43M | 0.08% | −797−2.2% | Reduced |
| Princeton Capital Management LLC | 35,727 | $1.42M | 0.46% | +976+2.8% | Added |
| Coastal Bridge Advisors, LLC | 35,703 | $1.42M | 0.35% | +378+1.1% | Added |
| Finer Wealth Management, Inc. | 35,694 | $1.42M | 0.92% | −12,182−25.4% | Reduced |
| Epacria Capital Partners, LLC | 35,680 | $1.42M | 1.04% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 35,609 | $1.42M | 0.15% | +19,821+125.5% | Added |
| Magnus Financial Group LLC | 35,573 | $1.41M | 0.16% | −3,422−8.8% | Reduced |
| GM Advisory Group, Inc. | 35,567 | $1.41M | 0.09% | +446+1.3% | Added |
| Jmac Enterprises LLC | 35,491 | $1.41M | 0.25% | −1,983−5.3% | Reduced |
| Full Sail Capital, LLC | 35,489 | $1.41M | 0.09% | +109+0.3% | Added |
| WBH Advisory Inc | 35,481 | $1.41M | 0.14% | −2,002−5.3% | Reduced |
| TLWM | 35,386 | $1.41M | 0.30% | +50+0.1% | Added |
| Financial Advocates Investment Management | 35,352 | $1.41M | 0.09% | −1,640−4.4% | Reduced |
| Accurate Wealth Management, LLC | 33,499 | $1.40M | 0.34% | +5,995+21.8% | Added |
| Wall Street Access Asset Management, LLC | 35,196 | $1.40M | 0.57% | +20.0% | Added |
| Hilltop Holdings Inc. | 35,139 | $1.40M | 0.16% | +1,640+4.9% | Added |
| Fee-Only Financial Planning, L.C. | 35,117 | $1.40M | 0.94% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 35,022 | $1.39M | 0.21% | +6,887+24.5% | Added |
| Cape Ann Savings Bank | 35,019 | $1.39M | 0.86% | −311−0.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 34,945 | $1.39M | 1.32% | −125−0.4% | Reduced |
| Aspen Investment Management Inc | 34,923 | $1.39M | 0.69% | −629−1.8% | Reduced |
| Aviance Capital Partners, LLC | 34,768 | $1.38M | 0.20% | +11,998+52.7% | Added |
| SignalPoint Asset Management, LLC | 34,680 | $1.38M | 0.37% | −483−1.4% | Reduced |
| Teza Capital Management LLC | 34,629 | $1.38M | 0.17% | +34,629 | New |
| Hobbs Group Advisors, LLC | 35,370 | $1.38M | 0.52% | +35,370 | New |
| Sweeney & Michel, LLC | 33,031 | $1.37M | 0.58% | −2,510−7.1% | Reduced |
| Trust Point Inc. | 34,368 | $1.37M | 0.11% | −1,809−5.0% | Reduced |
| Campbell Newman Asset Management Inc | 34,350 | $1.37M | 0.11% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 34,335 | $1.37M | 0.19% | +34,335 | New |
| Stonegate Investment Group, LLC | 34,333 | $1.37M | 0.04% | +8,843+34.7% | Added |
| Aspiriant, LLC | 34,205 | $1.36M | 0.06% | −11,183−24.6% | Reduced |
| US Asset Management LLC | 34,148 | $1.36M | 1.23% | −1,065−3.0% | Reduced |
| IFG Advisory, LLC | 34,129 | $1.36M | 0.09% | +456+1.4% | Added |
| Smartleaf Asset Management LLC | 34,574 | $1.36M | 0.22% | +7,916+29.7% | Added |
| Apriem Advisors | 34,101 | $1.36M | 0.17% | −19−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 34,033 | $1.35M | 0.13% | −547−1.6% | Reduced |
| Sepio Capital, LP | 33,959 | $1.35M | 0.12% | +25+0.1% | Added |
| Johnson & White Wealth Management, LLC | 33,982 | $1.35M | 1.29% | +1,343+4.1% | Added |
| CSS LLC | 33,900 | $1.35M | 0.10% | −10,000−22.8% | Reduced |
| Dorchester Wealth Management Co | 33,886 | $1.35M | 0.26% | −5,296−13.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 33,864 | $1.35M | 0.64% | −525−1.5% | Reduced |
| Wealth Management Associates, Inc. | 33,844 | $1.35M | 0.63% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 33,462 | $1.33M | 1.17% | +195+0.6% | Added |
| Avenir Corp | 33,465 | $1.33M | 0.13% | −351−1.0% | Reduced |
| Pasadena Private Wealth, LLC | 33,447 | $1.33M | 0.31% | −341−1.0% | Reduced |
| Kessler Investment Group, LLC | 33,352 | $1.33M | 0.72% | +33,352 | New |
| Intrinsic Value Partners, LLC | 33,263 | $1.32M | 1.38% | −210−0.6% | Reduced |
| Sabal Trust CO | 33,110 | $1.32M | 0.08% | −4,999−13.1% | Reduced |
| Monterey Private Wealth, Inc. | 33,059 | $1.31M | 0.49% | +1,216+3.8% | Added |
| LifePro Asset Management | 33,038 | $1.31M | 0.94% | −6,012−15.4% | Reduced |
| Personal Cfo Solutions, LLC | 32,891 | $1.31M | 0.20% | −76−0.2% | Reduced |
| Breakwater Capital Group | 32,858 | $1.31M | 0.30% | +782+2.4% | Added |
| Two Sigma Advisers, LP | 32,800 | $1.30M | 0.00% | +32,800 | New |
| First National Bank Sioux Falls | 32,638 | $1.30M | 0.67% | 00.0% | Unchanged |
| Raelipskie Partnership | 32,633 | $1.30M | 0.69% | −124−0.4% | Reduced |
| Iams Wealth Management, LLC | 32,404 | $1.29M | 0.71% | −2,269−6.5% | Reduced |
| Proffitt & Goodson Inc | 32,372 | $1.29M | 0.23% | +20.0% | Added |
| First PREMIER Bank | 32,335 | $1.29M | 0.34% | 00.0% | Unchanged |
| Haverford Trust Co | 32,328 | $1.29M | 0.01% | +2,700+9.1% | Added |
| Fidelis Capital Partners, LLC | 34,151 | $1.27M | 0.18% | +3,521+11.5% | Added |
| Community Bank & Trust, Waco, Texas | 31,940 | $1.27M | 0.32% | −125−0.4% | Reduced |
| Shepherd Financial Partners LLC | 31,770 | $1.26M | 0.16% | +17+0.1% | Added |
| Sunbelt Securities, Inc. | 31,752 | $1.26M | 0.13% | −39−0.1% | Reduced |
| Bright Futures Wealth Management, LLC. | 33,582 | $1.26M | 0.68% | +1,165+3.6% | Added |
| American National Bank | 31,720 | $1.26M | 0.16% | +277+0.9% | Added |
| Tempus Wealth Planning, LLC | 31,719 | $1.26M | 0.53% | +1,563+5.2% | Added |
| USA Financial Portformulas Corp | 31,640 | $1.26M | 0.20% | +18,674+144.0% | Added |
| Founders Financial Alliance, LLC | 31,625 | $1.26M | 0.37% | +175+0.6% | Added |
| Ullmann Financial Group, Inc. | 31,599 | $1.26M | 0.18% | +440+1.4% | Added |
| CX Institutional | 31,596 | $1.26M | 0.06% | +925+3.0% | Added |
| Smith Thornton Advisors LLC | 31,569 | $1.26M | 0.92% | +31,569 | New |
| Allen Capital Group, LLC | 31,405 | $1.25M | 0.18% | +1,543+5.2% | Added |
| Canopy Partners, LLC | 31,332 | $1.25M | 0.58% | +186+0.6% | Added |
| KKM Financial LLC | 31,460 | $1.24M | 0.59% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 31,190 | $1.24M | 0.97% | +29+0.1% | Added |
| Geneos Wealth Management Inc. | 31,175 | $1.24M | 0.06% | −2,058−6.2% | Reduced |
| City Holding Co | 31,157 | $1.24M | 0.18% | −456−1.4% | Reduced |
| Laurion Capital Management LP | 31,087 | $1.24M | 0.04% | +31,087 | New |
| Oder Investment Management, LLC | 31,081 | $1.24M | 1.12% | +76+0.2% | Added |
| Greenline Partners, LLC | 30,754 | $1.23M | 0.19% | 00.0% | Unchanged |
| David Loasby | 29,423 | $1.23M | 0.12% | +4,611+18.6% | Added |
| Good Life Advisors, LLC | 30,764 | $1.22M | 0.10% | +1,190+4.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 30,739 | $1.22M | 0.03% | −1,801−5.5% | Reduced |