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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 223,646 | $8.89M | 0.25% | +1,973+0.9% | Added |
| Davis-Rea Ltd. | 222,165 | $8.84M | 4.42% | −106,670−32.4% | Reduced |
| Altrafin AG | 221,930 | $8.83M | 3.26% | +8,930+4.2% | Added |
| United Capital Financial Advisers, LLC | 221,904 | $8.83M | 0.08% | −40,843−15.5% | Reduced |
| Financial Avengers, Inc. | 221,357 | $8.80M | 4.67% | −2,485−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 221,190 | $8.80M | 0.66% | +728+0.3% | Added |
| AIA Group Ltd | 220,248 | $8.76M | 0.26% | +61,106+38.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 219,448 | $8.73M | 0.59% | −7,760−3.4% | Reduced |
| RPG Investment Advisory, LLC | 218,427 | $8.69M | 1.28% | −1,664−0.8% | Reduced |
| Huntington National Bank | 218,340 | $8.68M | 0.07% | −26,054−10.7% | Reduced |
| Contravisory Investment Management, Inc. | 217,520 | $8.65M | 1.92% | −2,473−1.1% | Reduced |
| German American Bancorp, Inc. | 217,516 | $8.65M | 0.99% | +8,378+4.0% | Added |
| Schnieders Capital Management LLC | 217,317 | $8.64M | 1.75% | −675−0.3% | Reduced |
| Beach Investment Counsel Inc | 217,285 | $8.64M | 1.06% | +103,114+90.3% | Added |
| Brookstone Capital Management | 196,185 | $8.63M | 0.14% | +20,309+11.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 216,521 | $8.61M | 0.22% | −1,950−0.9% | Reduced |
| First Citizens Bank & Trust Co | 215,649 | $8.58M | 0.16% | −3,667−1.7% | Reduced |
| Banco Santander, S.A. | 213,137 | $8.48M | 0.11% | −223,512−51.2% | Reduced |
| Laurel Wealth Advisors LLC | 213,063 | $8.47M | 1.48% | −4,859−2.2% | Reduced |
| Jump Financial, LLC | 212,480 | $8.45M | 0.17% | +158,366+292.7% | Added |
| Shelton Capital Management | 212,271 | $8.44M | 0.23% | +78,408+58.6% | Added |
| Moneta Group Investment Advisors LLC | 211,418 | $8.41M | 0.13% | +4,113+2.0% | Added |
| HighPoint Advisor Group LLC | 203,589 | $8.40M | 0.50% | +91,991+82.4% | Added |
| Independent Advisor Alliance | 210,087 | $8.36M | 0.29% | +8,194+4.1% | Added |
| Astoria Portfolio Advisors LLC. | 208,819 | $8.30M | 2.97% | −3,108−1.5% | Reduced |
| Wedbush Securities Inc | 208,125 | $8.28M | 0.30% | −9,785−4.5% | Reduced |
| Erste Asset Management GmbH | 210,000 | $8.24M | 0.11% | +210,000 | New |
| Cambridge Financial Group, Inc. | 207,246 | $8.24M | 3.71% | −5,625−2.6% | Reduced |
| Howe & Rusling Inc | 206,952 | $8.23M | 0.75% | −86,306−29.4% | Reduced |
| Udine Wealth Management, Inc. | 205,736 | $8.18M | 5.70% | +3,854+1.9% | Added |
| Borer Denton & Associates, Inc. | 205,627 | $8.18M | 2.97% | −8,525−4.0% | Reduced |
| New England Asset Management Inc | 204,260 | $8.12M | 1.35% | −27,570−11.9% | Reduced |
| tru Independence LLC | 204,224 | $8.12M | 2.45% | −3,530−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 204,183 | $8.12M | 1.18% | −2,461−1.2% | Reduced |
| Agf Management Ltd | 203,641 | $8.10M | 0.04% | −85,686−29.6% | Reduced |
| Engineers Gate Manager LP | 202,986 | $8.07M | 0.18% | +202,986 | New |
| Brinker Capital Investments, LLC | 202,953 | $8.07M | 0.09% | +15,927+8.5% | Added |
| Orion Portfolio Solutions, LLC | 202,953 | $8.07M | 0.09% | +15,927+8.5% | Added |
| Phraction Management LLC | 202,581 | $8.06M | 3.00% | −1,255−0.6% | Reduced |
| Consolidated Investment Group LLC | 202,013 | $8.03M | 1.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 201,904 | $8.03M | 0.17% | −7,895−3.8% | Reduced |
| Walleye Trading LLC | 201,078 | $8.00M | 0.16% | −590,186−74.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 200,844 | $7.99M | 0.44% | −3,630−1.8% | Reduced |
| Blue Investment Partners LLC | 200,479 | $7.97M | 3.61% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 200,000 | $7.95M | 1.97% | +200,000 | New |
| DRW Securities, LLC | 198,072 | $7.89M | 0.48% | +81,047+69.3% | Added |
| Warren Averett Asset Management, LLC | 198,097 | $7.88M | 0.15% | +1,073+0.5% | Added |
| Westpac Banking Corp | 197,601 | $7.86M | 0.62% | +78,219+65.5% | Added |
| Socorro Asset Management LP | 197,452 | $7.85M | 3.06% | −63,434−24.3% | Reduced |
| First American Bank | 196,824 | $7.83M | 0.59% | +14,035+7.7% | Added |
| CAPROCK Group, Inc. | 196,550 | $7.82M | 0.32% | +102,994+110.1% | Added |
| United Services Automobile Association | 196,333 | $7.81M | 0.20% | −7,695−3.8% | Reduced |
| Sierra Capital LLC | 196,197 | $7.80M | 1.04% | −4,550−2.3% | Reduced |
| Trustmark National Bank Trust Department | 195,600 | $7.78M | 0.62% | −1,727−0.9% | Reduced |
| Bridge Creek Capital Management LLC | 194,821 | $7.75M | 2.50% | −2,325−1.2% | Reduced |
| Pavion Blue Capital, LLC | 194,756 | $7.75M | 3.81% | −1,243−0.6% | Reduced |
| Hennessy Advisors Inc | 194,300 | $7.73M | 0.29% | −10,200−5.0% | Reduced |
| Ossiam | 193,792 | $7.71M | 0.15% | −359,244−65.0% | Reduced |
| Van Den Berg Management I, Inc | 193,301 | $7.69M | 2.28% | −1,929−1.0% | Reduced |
| Wetherby Asset Management Inc | 192,451 | $7.65M | 0.36% | −1,469−0.8% | Reduced |
| Valeo Financial Advisors, LLC | 229,375 | $7.65M | 0.24% | +34,181+17.5% | Added |
| Buffington Mohr McNeal | 190,606 | $7.58M | 1.33% | +20,389+12.0% | Added |
| Everence Capital Management Inc | 204,460 | $7.57M | 0.52% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 190,268 | $7.57M | 0.25% | +23,849+14.3% | Added |
| Dakota Wealth Management | 189,667 | $7.54M | 0.18% | −576−0.3% | Reduced |
| Perigon Wealth Management, LLC | 189,294 | $7.53M | 0.22% | +2,874+1.5% | Added |
| DCM Advisors, LLC | 187,986 | $7.48M | 3.95% | −29,768−13.7% | Reduced |
| Fred Alger Management, LLC | 187,002 | $7.44M | 0.04% | +8,570+4.8% | Added |
| Veriti Management LLC | 186,996 | $7.44M | 0.46% | +32,115+20.7% | Added |
| River Wealth Advisors LLC | 186,615 | $7.42M | 1.06% | +3,175+1.7% | Added |
| Edge Capital Group, LLC | 186,535 | $7.42M | 0.36% | +23,481+14.4% | Added |
| First National Trust Co | 184,927 | $7.35M | 0.30% | −4,548−2.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 184,190 | $7.33M | 0.28% | −35,953−16.3% | Reduced |
| Fagan Associates, Inc. | 183,300 | $7.29M | 1.28% | +2,644+1.5% | Added |
| Intact Investment Management Inc. | 182,700 | $7.27M | 0.27% | −173,000−48.6% | Reduced |
| Paloma Partners Management Co | 182,671 | $7.26M | 0.63% | +59,697+48.5% | Added |
| Axxcess Wealth Management, LLC | 182,354 | $7.25M | 0.20% | +16,606+10.0% | Added |
| Tokio Marine Asset Management Co Ltd | 181,824 | $7.23M | 0.35% | +4,804+2.7% | Added |
| Goelzer Investment Management, Inc. | 181,577 | $7.22M | 0.40% | −3,210−1.7% | Reduced |
| First Hawaiian Bank | 180,188 | $7.17M | 0.24% | −18,137−9.1% | Reduced |
| Viking Fund Management LLC | 180,000 | $7.16M | 1.28% | −20,000−10.0% | Reduced |
| Chiron Investment Management, LLC | 179,957 | $7.16M | 2.81% | +111,382+162.4% | Added |
| Fusion Capital, LLC | 178,870 | $7.11M | 3.24% | −1,965−1.1% | Reduced |
| Intech Investment Management LLC | 178,491 | $7.10M | 0.09% | −20,614−10.4% | Reduced |
| Stolper Co | 177,518 | $7.06M | 2.49% | +2,353+1.3% | Added |
| Nicholas Investment Partners, LP | 177,313 | $7.05M | 0.73% | 00.0% | Unchanged |
| Webster Bank, N. A. | 176,757 | $7.03M | 0.77% | −4,249−2.3% | Reduced |
| Simplicity Wealth,LLC | 176,710 | $7.03M | 0.16% | +14,887+9.2% | Added |
| Vestcor Inc | 172,709 | $6.87M | 0.23% | −23,168−11.8% | Reduced |
| Concentric Capital Strategies, LP | 172,341 | $6.85M | 0.43% | +113,667+193.7% | Added |
| Signaturefd, LLC | 172,013 | $6.84M | 0.14% | +706+0.4% | Added |
| Ariel Investments, LLC | 171,684 | $6.83M | 0.07% | −5,197−2.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 171,409 | $6.82M | 0.69% | −5,792−3.3% | Reduced |
| Boothe Investment Group, Inc. | 170,293 | $6.81M | 3.16% | −26,125−13.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 171,115 | $6.81M | 0.10% | −19,191−10.1% | Reduced |
| Roanoke Asset Management Corp | 170,043 | $6.76M | 2.23% | +600.0% | Added |
| Azimuth Capital Investment Management LLC | 169,944 | $6.76M | 0.27% | −10,192−5.7% | Reduced |
| Intrust Bank NA | 169,604 | $6.75M | 0.72% | −1,526−0.9% | Reduced |
| Richard Bernstein Advisors LLC | 169,379 | $6.74M | 0.15% | 00.0% | Unchanged |
| Harbor Island Capital LLC | 169,336 | $6.73M | 2.90% | +36,810+27.8% | Added |