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 |
|---|---|---|---|---|---|
| Cedrus LLC | 16,943 | $672.3K | 0.25% | +4,142+32.4% | Added |
| Gibbs Wealth Management | 16,979 | $673.7K | 0.22% | −735−4.1% | Reduced |
| Ignite Planners, LLC | 16,984 | $673.9K | 0.15% | +78+0.5% | Added |
| Albert D Mason Inc | 17,030 | $675.8K | 0.43% | −155−0.9% | Reduced |
| Hara Capital LLC | 17,051 | $676.6K | 0.42% | −680−3.8% | Reduced |
| Everpar Advisors LLC | 17,091 | $678.2K | 0.35% | −1,199−6.6% | Reduced |
| Oxbow Advisors, LLC | 17,092 | $678.2K | 0.07% | +10.0% | Added |
| Blossom Wealth Management | 17,102 | $678.6K | 1.37% | +315+1.9% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 17,130 | $680.0K | 0.04% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 17,142 | $680.2K | 0.17% | +1,325+8.4% | Added |
| New Republic Capital, LLC | 17,144 | $680.3K | 0.39% | −1,335−7.2% | Reduced |
| Pointe Capital Management LLC | 17,224 | $683.4K | 0.40% | +643+3.9% | Added |
| Prentice Wealth Management LLC | 17,285 | $685.9K | 0.20% | −788−4.4% | Reduced |
| Cyrus J. Lawrence, LLC | 17,300 | $686.0K | 0.13% | −270−1.5% | Reduced |
| Evernest Financial Advisors, LLC | 17,296 | $686.3K | 0.19% | −10−0.1% | Reduced |
| Cavalier Investments, LLC | 17,319 | $687.2K | 0.21% | +1,035+6.4% | Added |
| Headinvest, LLC | 17,333 | $687.8K | 0.13% | −1,025−5.6% | Reduced |
| Bell Bank | 17,391 | $690.1K | 0.08% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 17,395 | $690.2K | 0.09% | −1,970−10.2% | Reduced |
| Resonant Capital Advisors, LLC | 17,438 | $691.9K | 0.05% | +478+2.8% | Added |
| JT Stratford LLC | 17,474 | $693.4K | 0.12% | +627+3.7% | Added |
| Garrison Point Advisors, LLC | 17,479 | $693.6K | 0.43% | +751+4.5% | Added |
| Old Port Advisors | 17,504 | $694.6K | 0.19% | −1,052−5.7% | Reduced |
| Guardian Capital Advisors LP | 17,715 | $694.8K | 0.07% | 00.0% | Unchanged |
| Strategic Advocates LLC | 17,580 | $697.6K | 0.25% | −5,740−24.6% | Reduced |
| Whitener Capital Management, Inc. | 17,595 | $698.2K | 0.20% | +500+2.9% | Added |
| Clear Investment Research, LLC | 17,607 | $698.6K | 0.91% | +10.0% | Added |
| Bennett Selby Investments LP | 17,631 | $699.6K | 0.29% | −176−1.0% | Reduced |
| Close Asset Management Ltd | 17,645 | $700.0K | 0.02% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 17,629 | $700.0K | 0.40% | +78+0.4% | Added |
| AIMZ Investment Advisors, LLC | 17,642 | $700.0K | 0.24% | +2,142+13.8% | Added |
| Kanawha Capital Management LLC | 17,665 | $700.9K | 0.05% | −667−3.6% | Reduced |
| Stonebrook Private Inc. | 17,699 | $702.3K | 0.19% | +1,239+7.5% | Added |
| Onefund, LLC | 17,734 | $703.7K | 0.71% | −285−1.6% | Reduced |
| Muirfield Wealth Advisors LLC | 17,779 | $705.5K | 0.60% | +1,294+7.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,808 | $706.6K | 0.08% | 00.0% | Unchanged |
| DF Dent & Co Inc | 17,829 | $707.4K | 0.01% | −902−4.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 17,836 | $707.7K | 0.48% | +2,012+12.7% | Added |
| Relyea Zuckerberg Hanson LLC | 17,891 | $709.9K | 0.11% | −990−5.2% | Reduced |
| First County Bank | 8,413 | $711.8K | 0.35% | +614+7.9% | Added |
| ICONIQ Capital, LLC | 17,950 | $712.3K | 0.02% | +10,905+154.8% | Added |
| Private Wealth Partners, LLC | 17,962 | $712.7K | 0.06% | −2,000−10.0% | Reduced |
| Calton & Associates, Inc. | 17,981 | $713.5K | 0.27% | −2,755−13.3% | Reduced |
| Terril Brothers, Inc. | 17,983 | $713.6K | 0.24% | 00.0% | Unchanged |
| RFG Advisory, LLC | 18,002 | $714.3K | 0.02% | −1,552−7.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,039 | $715.8K | 0.32% | −10,835−37.5% | Reduced |
| Soltis Investment Advisors LLC | 18,082 | $717.5K | 0.07% | −16−0.1% | Reduced |
| Accel Wealth Management | 18,154 | $720.3K | 0.27% | −458−2.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 18,185 | $721.6K | 0.14% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 18,188 | $721.7K | 0.11% | −320−1.7% | Reduced |
| Alta Advisers Ltd | 18,200 | $722.2K | 0.33% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 18,239 | $723.7K | 0.30% | +18,239 | New |
| Tranquility Partners, LLC | 18,281 | $725.4K | 0.26% | +411+2.3% | Added |
| HF Advisory Group, LLC | 18,340 | $727.7K | 0.34% | +1,066+6.2% | Added |
| FSB Premier Wealth Management, Inc. | 18,343 | $727.8K | 0.30% | +5,188+39.4% | Added |
| Harbor Advisory Corp | 18,371 | $729.0K | 0.24% | −5,324−22.5% | Reduced |
| Hartford Funds Management Co LLC | 18,382 | $729.4K | 0.07% | +646+3.6% | Added |
| Investors Research Corp | 18,387 | $729.6K | 0.16% | +508+2.8% | Added |
| Impax Asset Management Group plc | 18,500 | $734.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18,531 | $735.3K | 0.05% | +12,396+202.1% | Added |
| Kahn Brothers Group Inc | 18,576 | $737.2K | 0.13% | −261−1.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 18,601 | $738.1K | 0.10% | −1,525−7.6% | Reduced |
| Drive Wealth Management, LLC | 18,617 | $738.7K | 0.19% | −689−3.6% | Reduced |
| Traynor Capital Management, Inc. | 18,619 | $738.8K | 0.06% | +2,594+16.2% | Added |
| Alera Investment Advisors, LLC | 18,648 | $739.9K | 0.09% | −872−4.5% | Reduced |
| Delta Financial Group, Inc. | 18,645 | $740.0K | 0.28% | −1,114−5.6% | Reduced |
| Lantern Wealth Advisors, LLC | 18,667 | $740.7K | 0.51% | −5,638−23.2% | Reduced |
| Omnia Family Wealth, LLC | 18,677 | $741.1K | 0.32% | +794+4.4% | Added |
| Tobam | 18,708 | $742.0K | 0.14% | −67−0.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 18,761 | $744.4K | 0.38% | +114+0.6% | Added |
| LVM Capital Management Ltd | 18,733 | $745.0K | 0.08% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 18,805 | $746.0K | 0.14% | +850+4.7% | Added |
| BIP Wealth, LLC | 18,847 | $747.8K | 0.05% | +74+0.4% | Added |
| Mechanics Financial Corp | 18,890 | $749.6K | 0.33% | +950+5.3% | Added |
| Carl P. Sherr & Co., LLC | 18,957 | $752.2K | 0.40% | +11+0.1% | Added |
| Jordan Park Group LLC | 19,000 | $753.9K | 0.05% | +19,000 | New |
| Icapital Wealth LLC | 19,031 | $755.1K | 0.41% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 19,040 | $755.5K | 0.03% | +400+2.1% | Added |
| Continuum Advisory, LLC | 16,470 | $756.0K | 0.10% | +7,039+74.6% | Added |
| Wealth Alliance | 19,054 | $756.1K | 0.09% | −379−2.0% | Reduced |
| M&R Capital Management Inc | 19,059 | $756.2K | 0.17% | +794+4.3% | Added |
| Burkett Financial Services, LLC | 19,123 | $758.8K | 0.31% | +477+2.6% | Added |
| Sweet Financial Partners, LLC | 19,138 | $759.4K | 0.16% | −244−1.3% | Reduced |
| CKW Financial Group | 19,370 | $760.0K | 0.09% | −200−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 19,172 | $760.7K | 0.15% | +13+0.1% | Added |
| RW Investment Management LLC | 19,196 | $761.7K | 0.09% | −891−4.4% | Reduced |
| JNBA Financial Advisors | 19,197 | $761.8K | 0.08% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 19,215 | $762.5K | 0.08% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 19,225 | $762.8K | 0.03% | +12,219+174.4% | Added |
| Greenline Partners, LLC | 19,260 | $764.2K | 0.11% | −11,494−37.4% | Reduced |
| Venturi Wealth Management, LLC | 19,290 | $765.4K | 0.04% | +1,984+11.5% | Added |
| Deseret Mutual Benefit Administrators | 19,301 | $765.9K | 0.39% | −814−4.0% | Reduced |
| X-Square Capital, LLC | 19,299 | $766.0K | 0.34% | −192−1.0% | Reduced |
| Waterfront Wealth Inc. | 18,007 | $767.3K | 0.19% | −175−1.0% | Reduced |
| Circle Wealth Management, LLC | 19,381 | $769.0K | 0.02% | −4,371−18.4% | Reduced |
| Diversified, LLC | 19,411 | $770.2K | 0.08% | −840−4.1% | Reduced |
| Diversified Enterprises, LLC | 19,411 | $770.2K | 0.08% | +19,411 | New |
| OneAscent Wealth Management LLC | 19,461 | $772.0K | 0.29% | +2,246+13.0% | Added |
| Kearns & Associates LLC | 19,500 | $773.8K | 0.51% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 19,502 | $773.8K | 0.26% | −3,925−16.8% | Reduced |