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 |
|---|---|---|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 23,034 | $914.0K | 0.38% | +77+0.3% | Added |
| Wayfinding Financial, LLC | 23,067 | $915.0K | 0.68% | −2,329−9.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 23,078 | $915.7K | 0.10% | +5,913+34.4% | Added |
| Lansing Street Advisors | 23,080 | $915.8K | 0.34% | +14+0.1% | Added |
| Skyline Advisors, Inc. | 23,117 | $917.3K | 0.38% | −52−0.2% | Reduced |
| Legacy Capital Group California, Inc. | 23,181 | $919.8K | 0.31% | −501−2.1% | Reduced |
| Curbstone Financial Management Corp | 23,254 | $922.7K | 0.20% | +888+4.0% | Added |
| Perennial Investment Advisors, LLC | 23,285 | $924.0K | 0.12% | −793−3.3% | Reduced |
| Schear Investment Advisers, LLC | 23,286 | $924.0K | 0.57% | −71−0.3% | Reduced |
| Michael B. Yongue | 23,307 | $924.8K | 0.74% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 23,310 | $924.9K | 0.56% | +1,340+6.1% | Added |
| Mairs & Power Inc | 23,432 | $929.8K | 0.01% | −300−1.3% | Reduced |
| Valmark Advisers, Inc. | 23,432 | $929.8K | 0.01% | −1,797−7.1% | Reduced |
| Strategic Blueprint, LLC | 23,537 | $933.9K | 0.06% | −3,009−11.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 23,589 | $936.0K | 0.02% | −216−0.9% | Reduced |
| First Command Advisory Services, Inc. | 23,603 | $936.6K | 0.01% | +472+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $938.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23,684 | $939.8K | 0.37% | +4,156+21.3% | Added |
| Schrum Private Wealth Management LLC | 23,768 | $943.1K | 0.49% | +11,649+96.1% | Added |
| Naples Global Advisors, LLC | 23,768 | $943.1K | 0.09% | +3,220+15.7% | Added |
| Aviso Wealth Management | 23,782 | $943.7K | 0.51% | −1,226−4.9% | Reduced |
| Key Financial Inc | 23,934 | $949.7K | 0.21% | +99+0.4% | Added |
| Clough Capital Partners L P | 24,000 | $952.3K | 0.10% | 00.0% | Unchanged |
| Corundum Group, Inc. | 24,205 | $960.5K | 0.44% | −12,506−34.1% | Reduced |
| Madison Wealth Partners, Inc | 24,224 | $961.2K | 0.28% | +3,204+15.2% | Added |
| Capital City Trust Co | 24,283 | $963.5K | 0.24% | +16,975+232.3% | Added |
| Accredited Investors Inc. | 24,321 | $965.1K | 0.06% | +1,211+5.2% | Added |
| Orion Capital Management LLC | 24,349 | $966.2K | 0.47% | −2,080−7.9% | Reduced |
| PFG Advisors | 24,362 | $966.7K | 0.06% | −2,180−8.2% | Reduced |
| Finer Wealth Management, Inc. | 24,380 | $967.4K | 0.60% | −11,314−31.7% | Reduced |
| Intrepid Financial Planning Group LLC | 24,397 | $968.1K | 0.41% | 00.0% | Unchanged |
| Unionview, LLC | 24,402 | $968.3K | 0.75% | +95+0.4% | Added |
| TruWealth Advisors, LLC | 24,419 | $969.0K | 0.06% | −1,379−5.3% | Reduced |
| Sierra Summit Advisors LLC | 24,466 | $970.8K | 0.22% | +4,152+20.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 24,505 | $972.4K | 0.20% | +4,323+21.4% | Added |
| Keynote Financial Services LLC | 24,579 | $975.3K | 0.74% | −320−1.3% | Reduced |
| PDS Planning, Inc | 24,643 | $977.8K | 0.09% | −394−1.6% | Reduced |
| Wealth Effects LLC | 24,647 | $978.0K | 0.34% | +10.0% | Added |
| Fiduciary Alliance LLC | 24,658 | $978.4K | 0.13% | +17,677+253.2% | Added |
| Sawgrass Asset Management LLC | 24,666 | $978.7K | 0.10% | −741−2.9% | Reduced |
| Vectors Research Management, LLC | 25,000 | $981.0K | 0.30% | 00.0% | Unchanged |
| Field & Main Bank | 24,745 | $981.9K | 0.35% | −491−1.9% | Reduced |
| Blueprint Investment Partners LLC | 24,776 | $983.1K | 0.18% | −1,145−4.4% | Reduced |
| Uncommon Cents Investing LLC | 24,806 | $984.3K | 0.28% | −100−0.4% | Reduced |
| Tradewinds, LLC. | 24,812 | $984.5K | 0.30% | +88+0.4% | Added |
| Tectonic Advisors LLC | 24,836 | $985.5K | 0.06% | −3,091−11.1% | Reduced |
| Spirit of America Management Corp | 24,850 | $986.0K | 0.20% | 00.0% | Unchanged |
| Independent Investors Inc | 24,880 | $987.2K | 0.20% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 24,894 | $987.8K | 0.12% | −191−0.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 24,923 | $988.9K | 0.19% | −106,906−81.1% | Reduced |
| Canandaigua National Trust Co of Florida | 25,056 | $994.2K | 0.85% | +25,056 | New |
| Black Diamond Financial, LLC | 25,135 | $997.4K | 0.17% | +2,103+9.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 24,984 | $1.00M | 0.49% | −276−1.1% | Reduced |
| Nottingham Advisors, Inc. | 25,266 | $1.00M | 0.11% | +25,266 | New |
| MJP Associates Inc | 25,271 | $1.00M | 0.19% | +3,014+13.5% | Added |
| China Universal Asset Management Co., Ltd. | 25,290 | $1.00M | 0.11% | +14,291+129.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,344 | $1.01M | 0.05% | −46,323−64.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,365 | $1.01M | 0.54% | −844−3.2% | Reduced |
| OneAscent Financial Services LLC | 25,471 | $1.01M | 0.73% | −1,812−6.6% | Reduced |
| Angeles Wealth Management, LLC | 25,489 | $1.01M | 0.09% | −101,167−79.9% | Reduced |
| Ayalon Holdings Ltd. | 25,519 | $1.01M | 0.32% | −58−0.2% | Reduced |
| Kingfisher Capital LLC | 25,540 | $1.01M | 0.23% | −17,648−40.9% | Reduced |
| Covenant Asset Management, LLC | 25,541 | $1.01M | 0.22% | −675−2.6% | Reduced |
| Pin Oak Investment Advisors Inc | 25,591 | $1.01M | 0.92% | −831−3.1% | Reduced |
| Shayne & Co., LLC | 25,639 | $1.02M | 0.26% | −2,355−8.4% | Reduced |
| Stableford Capital II LLC | 24,260 | $1.02M | 0.41% | +563+2.4% | Added |
| Washington Capital Management Inc | 25,655 | $1.02M | 0.78% | 00.0% | Unchanged |
| StoneX Group Inc. | 25,714 | $1.02M | 0.07% | −1,378−5.1% | Reduced |
| Alpha Omega Wealth Management LLC | 25,723 | $1.02M | 0.19% | −904−3.4% | Reduced |
| Lowe Brockenbrough & Co Inc | 25,816 | $1.02M | 0.07% | +874+3.5% | Added |
| Titleist Asset Management, LLC | 25,925 | $1.03M | 0.15% | −9,097−26.0% | Reduced |
| Lawson Kroeker Investment Management Inc | 25,934 | $1.03M | 0.19% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 26,019 | $1.03M | 0.27% | +69+0.3% | Added |
| Rossmore Private Capital | 26,080 | $1.03M | 0.13% | −225−0.9% | Reduced |
| Sippican Capital Advisors | 26,150 | $1.04M | 0.72% | −655−2.4% | Reduced |
| Central Pacific Bank - Trust Division | 26,249 | $1.04M | 0.13% | −650−2.4% | Reduced |
| Liberty Wealth Management LLC | 26,256 | $1.04M | 0.18% | −12,780−32.7% | Reduced |
| Clear Harbor Asset Management, LLC | 26,284 | $1.04M | 0.09% | −190−0.7% | Reduced |
| Rather & Kittrell, Inc. | 26,289 | $1.04M | 0.26% | +588+2.3% | Added |
| Sherbrooke Park Advisers LLC | 26,303 | $1.04M | 0.24% | −14,965−36.3% | Reduced |
| M Holdings Securities, Inc. | 26,362 | $1.05M | 0.26% | −64,686−71.0% | Reduced |
| Vanguard Capital Wealth Advisors | 26,386 | $1.05M | 1.10% | −34,999−57.0% | Reduced |
| Catalyst Capital Advisors LLC | 26,396 | $1.05M | 0.02% | +26,396 | New |
| Strategic Investment Advisors | 26,478 | $1.05M | 0.12% | +371+1.4% | Added |
| Garner Asset Management Corp | 26,524 | $1.05M | 0.48% | −93−0.3% | Reduced |
| Physicians Financial Services, Inc. | 26,571 | $1.05M | 0.33% | −440−1.6% | Reduced |
| Hedges Asset Management LLC | 26,600 | $1.06M | 0.70% | −300−1.1% | Reduced |
| WealthTrust Axiom LLC | 26,637 | $1.06M | 0.31% | +10,995+70.3% | Added |
| Concentric Capital Strategies, LP | 26,644 | $1.06M | 0.07% | −145,697−84.5% | Reduced |
| BLB&B Advisors, LLC | 26,675 | $1.06M | 0.05% | −2,922−9.9% | Reduced |
| Denali Advisors LLC | 26,900 | $1.07M | 0.11% | +800+3.1% | Added |
| Kestra Investment Management, LLC | 26,946 | $1.07M | 0.05% | +7,211+36.5% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 27,000 | $1.07M | 0.55% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 26,992 | $1.07M | 0.03% | +4,878+22.1% | Added |
| Kovack Advisors, Inc. | 27,029 | $1.07M | 0.11% | −2,775−9.3% | Reduced |
| BTG Pactual Asset Management US LLC | 27,070 | $1.07M | 0.16% | +27,070 | New |
| Greenwich Wealth Management LLC | 27,099 | $1.07M | 0.07% | −489−1.8% | Reduced |
| Integral Investment Advisors, Inc. | 27,182 | $1.08M | 0.36% | +473+1.8% | Added |
| Childress Capital Advisors, LLC | 27,191 | $1.08M | 0.29% | −14,466−34.7% | Reduced |
| Sound Income Strategies, LLC | 27,215 | $1.08M | 0.07% | +2,436+9.8% | Added |