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 |
|---|---|---|---|---|---|
| Worth Financial Advisory Group, LLC | 19,523 | $774.7K | 0.46% | −226−1.1% | Reduced |
| Fiduciary Financial Group, LLC | 19,458 | $777.0K | 0.18% | +112+0.6% | Added |
| TAGStone Capital, Inc. | 19,575 | $777.0K | 0.40% | +292+1.5% | Added |
| Rogco, LP | 19,622 | $778.6K | 0.31% | −781−3.8% | Reduced |
| Humankind Investments LLC | 19,628 | $778.8K | 0.28% | +1,019+5.5% | Added |
| Howard Capital Management Group, LLC | 19,636 | $779.2K | 0.05% | −325−1.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 19,649 | $779.7K | 0.22% | +14,228+262.5% | Added |
| United Advisor Group, LLC | 19,681 | $780.9K | 0.18% | +9,631+95.8% | Added |
| Altfest L J & Co Inc | 19,703 | $782.0K | 0.10% | −843−4.1% | Reduced |
| MidWestOne Financial Group, Inc. | 19,714 | $782.3K | 0.11% | +1,387+7.6% | Added |
| Platform Technology Partners | 19,717 | $782.4K | 0.25% | −2,194−10.0% | Reduced |
| Lederer & Associates Investment Counsel | 19,783 | $785.0K | 0.55% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 19,798 | $785.6K | 0.02% | +1,858+10.4% | Added |
| Inceptionr LLC | 19,842 | $787.3K | 0.19% | +4,356+28.1% | Added |
| Oakworth Capital, Inc. | 19,990 | $793.2K | 0.05% | +987+5.2% | Added |
| Credit Capital Investments LLC | 20,000 | $793.6K | 0.98% | −3,000−13.0% | Reduced |
| MSA Advisors, LLC | 20,000 | $793.6K | 0.20% | 00.0% | Unchanged |
| GFG Capital, LLC | 29,467 | $794.6K | 0.32% | −409−1.4% | Reduced |
| Westhampton Capital, LLC | 20,027 | $794.7K | 0.40% | −77−0.4% | Reduced |
| BTC Capital Management, Inc. | 20,081 | $796.8K | 0.07% | −167−0.8% | Reduced |
| True North Advisors, LLC | 20,132 | $798.8K | 0.21% | +8,168+68.3% | Added |
| Maiden Cove Capital, LLC | 20,145 | $799.4K | 1.25% | +5,281+35.5% | Added |
| Crew Capital Management, Ltd. | 20,152 | $799.6K | 0.64% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 20,157 | $799.8K | 0.20% | −1,197−5.6% | Reduced |
| Copperwynd Financial, LLC | 20,162 | $800.0K | 0.24% | +888+4.6% | Added |
| Caldwell Sutter Capital, Inc. | 20,244 | $803.3K | 0.37% | +105+0.5% | Added |
| WNY Asset Management, LLC | 20,262 | $804.0K | 0.09% | −1,653−7.5% | Reduced |
| Old Point Trust & Financial Services N A | 20,315 | $806.1K | 0.29% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 20,333 | $806.8K | 0.54% | 00.0% | Unchanged |
| Westmount Partners, LLC | 20,351 | $807.5K | 0.24% | −4,165−17.0% | Reduced |
| Finivi Inc. | 20,365 | $808.1K | 0.66% | −17−0.1% | Reduced |
| Menard Financial Group LLC | 20,380 | $808.7K | 0.53% | +2,804+16.0% | Added |
| Parisi Gray Wealth Management | 20,387 | $809.0K | 0.27% | −1,117−5.2% | Reduced |
| Wendell David Associates Inc | 20,385 | $809.0K | 0.08% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 20,506 | $813.7K | 0.25% | +1,818+9.7% | Added |
| Van Eck Associates Corp | 19,231 | $814.0K | 0.00% | +10,497+120.2% | Added |
| ASB Consultores, LLC | 20,532 | $814.7K | 0.32% | +1,008+5.2% | Added |
| Opinicus Capital, Inc. | 20,534 | $814.8K | 0.65% | +73+0.4% | Added |
| Semmax Financial Advisors Inc. | 17,828 | $817.6K | 0.22% | −93−0.5% | Reduced |
| Trust Co of Virginia | 20,636 | $818.8K | 0.07% | −347−1.7% | Reduced |
| Empirical Asset Management, LLC | 30,520 | $819.0K | 0.29% | −1,391−4.4% | Reduced |
| Leisure Capital Management | 20,668 | $820.1K | 0.35% | +464+2.3% | Added |
| Chelsea Counsel Co | 20,700 | $821.4K | 0.40% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 20,734 | $822.7K | 0.04% | +14,281+221.3% | Added |
| Bridgewealth Advisory Group, LLC | 20,759 | $823.7K | 0.30% | +6,634+47.0% | Added |
| Beacon Investment Advisory Services, Inc. | 20,863 | $827.8K | 0.03% | +231+1.1% | Added |
| Aspire Private Capital, LLC | 20,911 | $829.8K | 0.20% | +10,553+101.9% | Added |
| West Family Investments, Inc. | 20,965 | $831.9K | 0.28% | +4,806+29.7% | Added |
| Driehaus Capital Management LLC | 20,984 | $832.6K | 0.01% | −1,009−4.6% | Reduced |
| Confluence Wealth Services, Inc. | 20,999 | $833.2K | 0.06% | +959+4.8% | Added |
| Peoples Bank | 21,012 | $833.8K | 0.43% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 21,076 | $836.3K | 0.16% | +15,701+292.1% | Added |
| Barrett & Company, Inc. | 21,125 | $838.2K | 0.36% | −7,310−25.7% | Reduced |
| Bank of Stockton | 21,126 | $838.3K | 0.25% | −397−1.8% | Reduced |
| West Paces Advisors Inc. | 21,195 | $841.0K | 0.21% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 21,252 | $843.3K | 0.48% | +4,042+23.5% | Added |
| ERn Financial, LLC | 21,270 | $844.0K | 0.13% | −748−3.4% | Reduced |
| Steele Capital Management, Inc. | 21,272 | $844.1K | 0.04% | −250−1.2% | Reduced |
| Marshall Financial Group LLC | 21,360 | $847.6K | 0.20% | +274+1.3% | Added |
| RiverFront Investment Group, LLC | 21,411 | $849.6K | 0.02% | +5,801+37.2% | Added |
| Silverlake Wealth Management LLC | 21,431 | $850.4K | 0.33% | −4,394−17.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 21,440 | $850.7K | 0.28% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21,476 | $852.0K | 0.07% | +854+4.1% | Added |
| Cottage Street Advisors LLC | 21,520 | $853.5K | 0.46% | +40.0% | Added |
| Lighthouse Investment Partners, LLC | 21,515 | $853.7K | 0.05% | −54,442−71.7% | Reduced |
| Baldwin Investment Management, LLC | 21,520 | $853.9K | 0.11% | 00.0% | Unchanged |
| Emprise Bank | 21,535 | $854.5K | 0.49% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 21,581 | $856.3K | 0.24% | +216+1.0% | Added |
| LBMC Investment Advisors, LLC | 21,588 | $856.6K | 0.07% | +85+0.4% | Added |
| Centennial Bank | 21,600 | $857.1K | 0.39% | −359−1.6% | Reduced |
| Cromwell Holdings LLC | 21,604 | $857.2K | 0.55% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 25,466 | $857.4K | 0.93% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 21,641 | $858.7K | 0.16% | −12,245−36.1% | Reduced |
| Heritage Wealth Management, Inc. | 21,664 | $859.6K | 0.28% | +40.0% | Added |
| BluePath Capital Management, LLC | 21,728 | $862.2K | 0.54% | +3,187+17.2% | Added |
| Cercano Management LLC | 21,750 | $863.0K | 0.02% | +21,750 | New |
| Bigelow Investment Advisors, LLC | 21,792 | $864.7K | 0.39% | +837+4.0% | Added |
| Capital Square, LLC | 21,861 | $867.4K | 0.53% | −372−1.7% | Reduced |
| First Trust Investment Solutions L.P. | 21,873 | $867.9K | 0.10% | +5,269+31.7% | Added |
| Citadel Investment Advisory, Inc. | 21,920 | $870.0K | 0.46% | −145−0.7% | Reduced |
| Optiver Holding B.V. | 21,997 | $872.8K | 0.02% | −1,415,725−98.5% | Reduced |
| CSS LLC | 22,000 | $873.0K | 0.05% | −11,900−35.1% | Reduced |
| MONECO Advisors, LLC | 22,033 | $874.3K | 0.11% | −2,205−9.1% | Reduced |
| Cornerstone Advisory, LLC | 22,038 | $874.5K | 0.12% | −2,044−8.5% | Reduced |
| Willis Johnson & Associates, Inc. | 22,039 | $874.5K | 0.07% | −1,227−5.3% | Reduced |
| Fishman Jay A Ltd | 22,142 | $878.6K | 0.09% | −1,858−7.7% | Reduced |
| LexAurum Advisors, LLC | 22,214 | $881.4K | 0.19% | +1,024+4.8% | Added |
| Edge Wealth Management LLC | 22,324 | $885.8K | 0.18% | −13−0.1% | Reduced |
| PFC Capital Group, Inc. | 22,376 | $887.0K | 0.43% | −100−0.4% | Reduced |
| Auto-Owners Insurance Co | 22,373 | $887.8K | 0.02% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 22,500 | $892.8K | 0.16% | +7,500+50.0% | Added |
| Columbia Asset Management | 22,494 | $893.0K | 0.16% | −7,672−25.4% | Reduced |
| Brave Warrior Advisors, LLC | 22,532 | $894.1K | 0.02% | 00.0% | Unchanged |
| Verity & Verity, LLC | 22,568 | $895.5K | 0.09% | +1,137+5.3% | Added |
| Sentinel Trust Co Lba | 22,620 | $898.0K | 0.10% | −416−1.8% | Reduced |
| Insight Advisors, LLC | 22,680 | $899.9K | 0.16% | +103+0.5% | Added |
| Abundance Wealth Counselors | 22,796 | $905.0K | 0.19% | +560+2.5% | Added |
| Gradient Capital Advisors, LLC | 22,911 | $909.1K | 0.30% | +378+1.7% | Added |
| Stevens Capital Management LP | 22,939 | $910.0K | 0.13% | +17,655+334.1% | Added |
| Auxano Advisors, LLC | 22,971 | $911.5K | 0.24% | −2,942−11.4% | Reduced |