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, Q3 2024
Institutional positions in Bank of America Corp as of Sep 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
- 2,989
- +68 vs. Q2 2024
- Shares held
- 5.56B
- +398.0M (+7.7%) vs. Q2 2024
- Total value
- $220.6B
- +$15.3B (+7.5%) vs. Q2 2024
- New holders
- 189
- 1,149 more added
- Sold out
- 121
- 1,297 more reduced
35 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bedel Financial Consulting, Inc. | 12,858 | $510.2K | 0.07% | −25−0.2% | Reduced |
| Consolidated Portfolio Review Corp | 12,871 | $510.7K | 0.11% | +419+3.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,894 | $511.6K | 0.10% | +1,263+10.9% | Added |
| Oak Harbor Wealth Partners, LLC | 12,941 | $513.5K | 0.15% | +800+6.6% | Added |
| Adirondack Trust Co | 12,947 | $513.7K | 0.20% | −7,491−36.7% | Reduced |
| Gemmer Asset Management LLC | 12,948 | $513.8K | 0.05% | −141−1.1% | Reduced |
| Thrive Capital Management, LLC | 12,955 | $514.1K | 0.24% | −98−0.8% | Reduced |
| WealthCare Investment Partners, LLC | 12,887 | $515.0K | 0.23% | −74−0.6% | Reduced |
| Marino, Stram & Associates LLC | 12,982 | $515.1K | 0.11% | −41−0.3% | Reduced |
| JB Capital LLC | 12,990 | $515.5K | 0.03% | +960+8.0% | Added |
| Smith Anglin Financial, LLC | 13,007 | $516.1K | 0.05% | +1,561+13.6% | Added |
| Guidance Point Advisors, LLC | 13,013 | $516.4K | 0.15% | +44+0.3% | Added |
| GenTrust, LLC | 13,126 | $520.8K | 0.03% | −892−6.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 13,146 | $521.6K | 0.12% | +3,982+43.5% | Added |
| Ausdal Financial Partners, Inc. | 13,175 | $522.8K | 0.05% | −462−3.4% | Reduced |
| Eagle Harbor Asset Management Inc | 13,200 | $523.8K | 0.52% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 13,230 | $525.4K | 0.17% | −359−2.6% | Reduced |
| Ariadne Wealth Management, LP | 11,750 | $526.0K | 0.29% | +3,228+37.9% | Added |
| Summit Wealth & Retirement Planning, Inc. | 13,273 | $526.7K | 0.17% | +770+6.2% | Added |
| Ferguson Wellman Capital Management, Inc | 13,284 | $527.1K | 0.01% | −625−4.5% | Reduced |
| Trust Co of Toledo NA | 13,288 | $527.3K | 0.07% | +417+3.2% | Added |
| Aristotle Capital Management, LLC | 13,300 | $527.7K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 13,304 | $527.9K | 0.02% | +13,304 | New |
| Brandywine Trust Co | 13,326 | $528.8K | 0.08% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 13,346 | $529.6K | 0.08% | −687−4.9% | Reduced |
| Patten Group, Inc. | 13,359 | $530.1K | 0.12% | −6,620−33.1% | Reduced |
| Baker Ellis Asset Management LLC | 13,405 | $531.9K | 0.08% | +1,100+8.9% | Added |
| Hudock, Inc. | 13,419 | $532.5K | 0.09% | −827−5.8% | Reduced |
| Raleigh Capital Management Inc. | 13,422 | $532.6K | 0.21% | −1,252−8.5% | Reduced |
| SlateStone Wealth, LLC | 13,425 | $533.0K | 0.05% | +2,121+18.8% | Added |
| Bay Rivers Group | 13,446 | $533.5K | 0.27% | −20−0.1% | Reduced |
| Berger Financial Group, Inc | 13,551 | $537.7K | 0.04% | +1,099+8.8% | Added |
| Black Cypress Capital Management, LLC | 13,560 | $538.1K | 0.48% | −2,879−17.5% | Reduced |
| Clearview Wealth Advisors LLC | 13,572 | $538.5K | 0.42% | −6,595−32.7% | Reduced |
| First National Bank of Omaha | 13,576 | $538.7K | 0.03% | −1,000−6.9% | Reduced |
| Private Portfolio Partners LLC | 13,596 | $539.5K | 0.10% | +13,596 | New |
| Hanover Advisors Inc | 13,604 | $539.8K | 0.23% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,620 | $540.5K | 0.02% | −5,580−29.1% | Reduced |
| Cladis Investment Advisory, LLC | 13,623 | $540.6K | 0.37% | −399−2.8% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 13,628 | $540.8K | 0.11% | +1,631+13.6% | Added |
| Burns J W & Co Inc | 13,668 | $542.3K | 0.07% | −14,451−51.4% | Reduced |
| New Covenant Trust Company, N.A. | 13,811 | $544.2K | 0.53% | +1,485+12.0% | Added |
| Outlook Wealth Advisors, LLC | 13,714 | $544.2K | 0.16% | +13,714 | New |
| Optas, LLC | 13,730 | $544.8K | 0.13% | +1,880+15.9% | Added |
| Capstone Investment Advisors, LLC | 13,746 | $545.4K | 0.01% | −33,250−70.8% | Reduced |
| M3 Advisory Group, LLC | 13,752 | $545.7K | 0.40% | +160+1.2% | Added |
| Activest Wealth Management | 13,787 | $547.1K | 0.17% | −94−0.7% | Reduced |
| Cary Street Partners Asset Management LLC | 13,791 | $547.2K | 0.07% | −1,044−7.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 13,829 | $548.8K | 0.24% | +77+0.6% | Added |
| Paladin Wealth, LLC | 13,838 | $549.1K | 0.48% | +13,838 | New |
| Copley Financial Group, Inc. | 13,859 | $549.9K | 0.50% | +13,859 | New |
| Arbor Investment Advisors, LLC | 13,874 | $550.5K | 0.07% | +4,991+56.2% | Added |
| Secure Asset Management, LLC | 13,877 | $550.7K | 0.09% | −4,524−24.6% | Reduced |
| Chicago Capital, LLC | 13,923 | $552.5K | 0.02% | +250+1.8% | Added |
| Sheets Smith Wealth Management | 13,943 | $553.2K | 0.07% | −495−3.4% | Reduced |
| Castle Rock Wealth Management, LLC | 13,779 | $553.6K | 0.13% | +2,584+23.1% | Added |
| Private Management Group Inc | 13,957 | $553.8K | 0.02% | +6,422+85.2% | Added |
| New Millennium Group LLC | 13,972 | $554.4K | 0.36% | −2,875−17.1% | Reduced |
| William B. Walkup & Associates, Inc. | 13,978 | $554.6K | 0.34% | −1,700−10.8% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $555.5K | 0.08% | 00.0% | Unchanged |
| Univest Financial Corp | 14,002 | $555.6K | 0.04% | +14,002 | New |
| WESPAC Advisors, LLC | 14,022 | $556.4K | 0.41% | +40.0% | Added |
| Apexium Financial, LP | 14,043 | $557.2K | 0.04% | +244+1.8% | Added |
| Life Planning Partners, Inc | 14,059 | $557.9K | 0.50% | −3,041−17.8% | Reduced |
| Sivia Capital Partners, LLC | 14,101 | $559.5K | 0.33% | −395−2.7% | Reduced |
| Canvas Wealth Advisors, LLC | 14,126 | $560.5K | 0.15% | −797−5.3% | Reduced |
| Vaughan David Investments LLC | 14,133 | $561.0K | 0.01% | −1,940−12.1% | Reduced |
| Main Street Research LLC | 14,185 | $562.9K | 0.04% | −5,968−29.6% | Reduced |
| Archer Investment Corp | 14,187 | $563.0K | 0.15% | +50.0% | Added |
| Tyche Wealth Partners LLC | 14,227 | $564.5K | 0.13% | −1,241−8.0% | Reduced |
| Defined Wealth Management, LLC | 14,228 | $564.6K | 0.37% | −106−0.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,237 | $564.9K | 0.24% | −228−1.6% | Reduced |
| Wambolt & Associates, LLC | 14,461 | $567.3K | 0.16% | −556−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,291 | $568.0K | 0.06% | +14,291 | New |
| Petix & Botte Co | 14,334 | $568.8K | 0.15% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,197 | $569.5K | 0.12% | −48−0.3% | Reduced |
| Leslie Global Wealth, LLC | 14,356 | $569.6K | 0.28% | +14,356 | New |
| Verus Capital Partners, LLC | 14,363 | $569.9K | 0.06% | −2,814−16.4% | Reduced |
| Lantz Financial LLC | 14,397 | $571.3K | 0.15% | +182+1.3% | Added |
| Clarity Financial LLC | 14,397 | $571.3K | 0.07% | +6,495+82.2% | Added |
| Black Maple Capital Management LP | 14,400 | $571.4K | 0.43% | +14,400 | New |
| Alliance Wealth Advisors, LLC | 14,427 | $572.5K | 0.33% | −1,267−8.1% | Reduced |
| Tiemann Investment Advisors, LLC | 14,475 | $574.4K | 0.25% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 14,501 | $575.4K | 0.48% | +14,501 | New |
| Alexander Labrunerie & Co., Inc. | 14,562 | $577.8K | 0.26% | 00.0% | Unchanged |
| Sym Financial Corp | 14,606 | $579.6K | 0.08% | +877+6.4% | Added |
| Quarry LP | 14,618 | $580.0K | 0.18% | +14,618 | New |
| Oak Thistle LLC | 14,655 | $581.5K | 0.19% | +14,655 | New |
| KMG Fiduciary Partners, LLC | 14,673 | $582.2K | 0.05% | +82+0.6% | Added |
| MSH Capital Advisors LLC | 14,701 | $583.4K | 0.18% | 00.0% | Unchanged |
| Towercrest Capital Management | 14,717 | $584.0K | 0.09% | 00.0% | Unchanged |
| Saiph Capital, LLC | 105,395 | $584.8K | 0.28% | −100−0.1% | Reduced |
| DT Investment Partners, LLC | 14,768 | $586.0K | 0.05% | +1,133+8.3% | Added |
| Marble Harbor Investment Counsel, LLC | 14,775 | $586.3K | 0.06% | −2,500−14.5% | Reduced |
| Harvest Fund Management Co., Ltd | 14,821 | $588.0K | 0.03% | +4,837+48.4% | Added |
| Barry Investment Advisors, LLC | 14,819 | $588.0K | 0.18% | −534−3.5% | Reduced |
| Citizens National Bank Trust Department | 14,850 | $589.2K | 0.12% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 14,863 | $589.8K | 0.23% | −179−1.2% | Reduced |
| Integrity Financial Corp | 14,875 | $590.2K | 0.35% | +240+1.6% | Added |
| First Heartland Consultants, Inc. | 14,898 | $591.0K | 0.06% | −1,519−9.3% | Reduced |