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 |
|---|---|---|---|---|---|
| Acropolis Investment Management, LLC | 14,902 | $591.3K | 0.04% | −4,051−21.4% | Reduced |
| Vance Wealth, Inc. | 15,000 | $595.2K | 0.23% | +208+1.4% | Added |
| Wescott Financial Advisory Group, LLC | 15,000 | $595.2K | 0.06% | +149+1.0% | Added |
| Crumly & Associates Inc. | 15,001 | $595.2K | 0.16% | −7,562−33.5% | Reduced |
| Altiora Financial Group, LLC | 15,010 | $595.6K | 0.13% | 00.0% | Unchanged |
| Hilltop National Bank | 15,032 | $596.5K | 0.18% | −395−2.6% | Reduced |
| Spinnaker Trust | 15,061 | $597.6K | 0.04% | +39+0.3% | Added |
| HTLF Bank | 15,062 | $597.7K | 0.06% | −2,110−12.3% | Reduced |
| Shoker Investment Counsel, Inc. | 15,072 | $598.1K | 0.20% | +45+0.3% | Added |
| True Vision MN LLC | 15,087 | $598.7K | 0.36% | +1,946+14.8% | Added |
| Richard W. Paul & Associates, LLC | 15,140 | $600.8K | 0.22% | +194+1.3% | Added |
| Frisch Financial Group, Inc. | 15,154 | $601.0K | 0.18% | −729−4.6% | Reduced |
| Gifford Fong Associates | 15,147 | $601.0K | 0.15% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 15,216 | $603.8K | 0.15% | +20.0% | Added |
| Selective Wealth Management, Inc. | 15,135 | $604.3K | 0.25% | −239−1.6% | Reduced |
| Private Capital Management LLC | 15,242 | $604.8K | 0.11% | +10,067+194.5% | Added |
| Algert Global LLC | 15,266 | $605.8K | 0.02% | +15,266 | New |
| Opal Wealth Advisors, LLC | 15,284 | $606.5K | 0.19% | +1,050+7.4% | Added |
| Boston Mountain Money Management Inc | 15,317 | $607.8K | 0.35% | 00.0% | Unchanged |
| Foster & Motley Inc | 15,335 | $608.0K | 0.04% | +20+0.1% | Added |
| Guyasuta Investment Advisors Inc | 15,359 | $609.4K | 0.04% | +801+5.5% | Added |
| Intrinsic Value Partners, LLC | 15,363 | $609.6K | 0.61% | −17,900−53.8% | Reduced |
| YHB Investment Advisors, Inc. | 15,364 | $609.6K | 0.05% | −2,717−15.0% | Reduced |
| SRS Capital Advisors, Inc. | 15,441 | $612.7K | 0.05% | +534+3.6% | Added |
| Addison Advisors LLC | 15,452 | $613.1K | 0.17% | −304−1.9% | Reduced |
| Zuckerman Investment Group, LLC | 15,461 | $613.5K | 0.06% | −39,599−71.9% | Reduced |
| Virtue Capital Management, LLC | 15,486 | $614.5K | 0.12% | −731−4.5% | Reduced |
| Drucker Wealth 3.0, LLC | 15,487 | $614.5K | 0.15% | +554+3.7% | Added |
| Goldstone Financial Group, LLC | 15,492 | $614.7K | 0.11% | +2,895+23.0% | Added |
| Enterprise Financial Services Corp | 15,527 | $616.1K | 0.36% | −344−2.2% | Reduced |
| Private Wealth Advisors | 15,733 | $617.1K | 0.25% | −202−1.3% | Reduced |
| Enterprise Bank & Trust Co | 15,573 | $617.9K | 0.20% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,602 | $619.0K | 0.10% | +645+4.3% | Added |
| First Citizens Financial Corp | 15,607 | $619.3K | 0.33% | −45−0.3% | Reduced |
| New Hampshire Trust | 15,611 | $619.4K | 0.13% | −5,690−26.7% | Reduced |
| Florida Financial Advisors, LLC | 15,609 | $619.5K | 0.32% | +2,374+17.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 15,591 | $620.0K | 0.23% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 15,638 | $620.5K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 15,646 | $620.8K | 0.07% | −415−2.6% | Reduced |
| Sky Investment Group LLC | 15,654 | $621.2K | 0.11% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 15,686 | $622.0K | 0.07% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 15,701 | $623.0K | 0.47% | −210−1.3% | Reduced |
| Autumn Glory Partners, LLC | 15,722 | $623.8K | 0.24% | 00.0% | Unchanged |
| General Partner, Inc. | 15,866 | $629.6K | 0.39% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 15,868 | $629.6K | 0.14% | +294+1.9% | Added |
| Zullo Investment Group, Inc. | 15,892 | $630.6K | 0.26% | +50+0.3% | Added |
| Revolve Wealth Partners, LLC | 15,944 | $632.7K | 0.10% | +2,679+20.2% | Added |
| Gilbert & Cook, Inc. | 15,951 | $632.9K | 0.09% | −73−0.5% | Reduced |
| First Wilshire Securities Management Inc | 15,958 | $633.0K | 0.18% | −10,742−40.2% | Reduced |
| Acorn Financial Advisory Services Inc | 16,021 | $635.7K | 0.11% | −43−0.3% | Reduced |
| Lion Street Advisors, LLC | 16,066 | $637.4K | 0.22% | +187+1.2% | Added |
| Ascent Wealth Partners, LLC | 16,072 | $637.7K | 0.09% | +808+5.3% | Added |
| Fortitude Advisory Group L.L.C. | 16,076 | $637.9K | 0.40% | −978−5.7% | Reduced |
| Capital Markets Trading UK LLP | 16,149 | $641.0K | 0.59% | −85,785−84.2% | Reduced |
| HHM Wealth Advisors, LLC | 16,170 | $641.6K | 0.09% | −144−0.9% | Reduced |
| Gryphon Financial Partners LLC | 16,227 | $643.9K | 0.09% | +789+5.1% | Added |
| Fort Pitt Capital Group, LLC | 16,244 | $644.6K | 0.02% | −454,764−96.6% | Reduced |
| Farmers Trust Co | 16,245 | $644.6K | 0.12% | +1,275+8.5% | Added |
| Forza Wealth Management, LLC | 16,261 | $645.2K | 0.30% | +509+3.2% | Added |
| Tudor Financial Inc. | 16,264 | $645.3K | 0.40% | +16,264 | New |
| Westover Capital Advisors, LLC | 16,303 | $646.9K | 0.12% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 16,318 | $647.5K | 0.48% | 00.0% | Unchanged |
| City State Bank | 16,341 | $648.4K | 0.24% | +854+5.5% | Added |
| Fca Corp | 16,345 | $648.6K | 0.20% | −1,856−10.2% | Reduced |
| Kowal Investment Group, LLC | 16,365 | $649.4K | 0.12% | +1,021+6.7% | Added |
| Colonial Trust Co | 16,382 | $650.0K | 0.10% | +71+0.4% | Added |
| Alberta Investment Management Corp | 16,400 | $650.8K | 0.01% | +5,800+54.7% | Added |
| TCI Wealth Advisors, Inc. | 16,442 | $652.4K | 0.05% | −4,094−19.9% | Reduced |
| MRP Capital Investments, LLC | 16,500 | $654.7K | 0.62% | −2,050−11.1% | Reduced |
| Staley Capital Advisers Inc | 16,500 | $654.7K | 0.03% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 16,528 | $655.8K | 0.60% | +1,350+8.9% | Added |
| WoodTrust Financial Corp | 16,543 | $656.0K | 0.09% | −7,411−30.9% | Reduced |
| Unique Wealth Strategies, LLC | 16,534 | $656.1K | 0.28% | +55+0.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 16,548 | $656.6K | 0.16% | −1,600−8.8% | Reduced |
| Delta Asset Management LLC | 16,575 | $657.7K | 0.06% | −279−1.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 16,579 | $657.8K | 0.05% | +356+2.2% | Added |
| Sittner & Nelson, LLC | 16,593 | $658.4K | 0.29% | +1,004+6.4% | Added |
| S.A. Mason LLC | 16,606 | $658.9K | 0.35% | −92−0.6% | Reduced |
| B&L Asset Management LLC | 16,612 | $659.2K | 0.42% | +16,612 | New |
| Ssi Investment Management LLC | 16,615 | $659.3K | 0.05% | −9−0.1% | Reduced |
| Machina Capital S.A.S. | 16,622 | $659.6K | 0.26% | −20,639−55.4% | Reduced |
| MBL Wealth, LLC | 16,625 | $659.7K | 0.07% | +73+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 16,663 | $661.2K | 0.06% | −1,023−5.8% | Reduced |
| Spirepoint Private Client, LLC | 16,689 | $662.2K | 0.09% | −75−0.4% | Reduced |
| Maia Wealth LLC | 15,535 | $662.6K | 0.16% | +1,065+7.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,703 | $662.8K | 0.10% | −486−2.8% | Reduced |
| Interchange Capital Partners, LLC | 16,714 | $663.4K | 0.24% | −578−3.3% | Reduced |
| High Net Worth Advisory Group LLC | 16,721 | $663.5K | 0.19% | −1,339−7.4% | Reduced |
| Firethorn Wealth Partners, LLC | 16,739 | $664.2K | 0.34% | −708−4.1% | Reduced |
| Magnus Financial Group LLC | 16,742 | $664.3K | 0.07% | −18,831−52.9% | Reduced |
| C2C Wealth Management, LLC | 15,911 | $665.4K | 0.62% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 16,777 | $665.7K | 0.27% | +375+2.3% | Added |
| Gateway Wealth Partners, LLC | 16,801 | $666.7K | 0.18% | −372−2.2% | Reduced |
| Smith, Moore & Co. | 16,819 | $667.4K | 0.06% | −30−0.2% | Reduced |
| Wellspring Financial Advisors, LLC | 16,828 | $667.7K | 0.08% | +6,252+59.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 16,843 | $668.3K | 0.11% | −134−0.8% | Reduced |
| Wallace Advisory Group, LLC | 16,810 | $668.5K | 0.49% | −556−3.2% | Reduced |
| PBMares Wealth Management LLC | 16,884 | $670.0K | 0.14% | +49+0.3% | Added |
| Capital Planning Advisors, LLC | 16,904 | $670.8K | 0.10% | −22−0.1% | Reduced |
| Community Bank, N.A. | 16,912 | $671.1K | 0.08% | −2,379−12.3% | Reduced |