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 |
|---|---|---|---|---|---|
| Mark Asset Management LP | 27,217 | $1.08M | 0.13% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 27,242 | $1.08M | 0.46% | −664−2.4% | Reduced |
| Samalin Investment Counsel, LLC | 27,253 | $1.08M | 0.47% | −382−1.4% | Reduced |
| Horrell Capital Management, Inc. | 27,271 | $1.08M | 0.32% | −2,980−9.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 27,277 | $1.08M | 0.07% | +4,828+21.5% | Added |
| Connective Portfolio Management, LLC | 27,625 | $1.08M | 2.12% | 00.0% | Unchanged |
| Strategic Advisors LLC | 27,362 | $1.09M | 0.20% | +21+0.1% | Added |
| KKM Financial LLC | 27,460 | $1.09M | 0.54% | −4,000−12.7% | Reduced |
| Harbour Investments, Inc. | 27,487 | $1.09M | 0.03% | +923+3.5% | Added |
| Parkside Investments, LLC | 27,500 | $1.09M | 0.16% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 27,575 | $1.09M | 0.14% | +9,297+50.9% | Added |
| Buckhead Capital Management LLC | 27,608 | $1.10M | 0.35% | −30−0.1% | Reduced |
| Armstrong Advisory Group, Inc | 27,705 | $1.10M | 0.09% | −2,808−9.2% | Reduced |
| Sabal Trust CO | 27,774 | $1.10M | 0.06% | −5,336−16.1% | Reduced |
| Advisory Alpha, LLC | 27,817 | $1.10M | 0.04% | +1,843+7.1% | Added |
| Heritage Wealth Advisors | 27,831 | $1.10M | 0.05% | +75+0.3% | Added |
| Voya Financial Advisors, Inc. | 28,160 | $1.11M | 0.12% | +4,787+20.5% | Added |
| Journey Advisory Group, LLC | 27,916 | $1.11M | 0.13% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 28,000 | $1.11M | 0.02% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 28,039 | $1.11M | 0.00% | −50,133−64.1% | Reduced |
| Chesapeake Wealth Management | 28,077 | $1.11M | 0.38% | −142−0.5% | Reduced |
| Catalina Capital Group, LLC | 28,170 | $1.12M | 0.38% | +2,436+9.5% | Added |
| Callan Capital, LLC | 28,232 | $1.12M | 0.08% | +1,361+5.1% | Added |
| Old Mission Investment Co LLC | 28,234 | $1.12M | 0.34% | +1,489+5.6% | Added |
| Oak Family Advisors, LLC | 28,303 | $1.12M | 0.41% | +7,732+37.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,307 | $1.12M | 0.52% | −488−1.7% | Reduced |
| Concord Wealth Partners | 28,324 | $1.12M | 0.19% | −317−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 28,424 | $1.13M | 0.03% | +120+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 28,552 | $1.13M | 0.04% | +8,780+44.4% | Added |
| FinTrust Capital Advisors, LLC | 28,575 | $1.13M | 0.19% | +2,224+8.4% | Added |
| Hendershot Investments Inc. | 28,620 | $1.14M | 0.15% | −37,482−56.7% | Reduced |
| TKG Advisors, LLC | 28,624 | $1.14M | 0.56% | +28,624 | New |
| Roman Butler Fullerton & Co | 26,985 | $1.14M | 0.34% | −266−1.0% | Reduced |
| Cypress Capital Group | 28,773 | $1.14M | 0.13% | −365−1.3% | Reduced |
| Augustine Asset Management Inc | 28,792 | $1.14M | 0.40% | −23−0.1% | Reduced |
| Aprio Wealth Management, LLC | 28,811 | $1.14M | 0.18% | +701+2.5% | Added |
| American National Bank | 28,852 | $1.14M | 0.13% | −2,868−9.0% | Reduced |
| Bouchey Financial Group Ltd | 29,026 | $1.15M | 0.10% | −12,744−30.5% | Reduced |
| McLean Asset Management Corp | 28,721 | $1.15M | 0.35% | +103+0.4% | Added |
| Catalyst Financial Partners LLC | 29,066 | $1.15M | 0.23% | +1,513+5.5% | Added |
| Cyndeo Wealth Partners, LLC | 29,100 | $1.15M | 0.08% | +5,205+21.8% | Added |
| Nicholas Hoffman & Company, LLC. | 29,164 | $1.16M | 0.05% | −744−2.5% | Reduced |
| Grant/GrossMendelsohn, LLC | 29,169 | $1.16M | 0.50% | +50.0% | Added |
| Next Level Private LLC | 29,230 | $1.16M | 0.48% | −34−0.1% | Reduced |
| Dunhill Financial, LLC | 29,252 | $1.16M | 0.60% | +110.0% | Added |
| Meridian Wealth Management, LLC | 29,332 | $1.16M | 0.06% | +29,332 | New |
| Operose Advisors LLC | 29,342 | $1.16M | 0.38% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 29,412 | $1.17M | 1.00% | −1,669−5.4% | Reduced |
| KPP Advisory Services LLC | 29,429 | $1.17M | 0.28% | −688−2.3% | Reduced |
| Paragon Capital Management LLC | 29,706 | $1.18M | 0.61% | −418−1.4% | Reduced |
| Main Street Financial Solutions, LLC | 29,728 | $1.18M | 0.11% | −4,305−12.6% | Reduced |
| SPC Financial, Inc. | 29,772 | $1.18M | 0.10% | +2,312+8.4% | Added |
| Central Valley Advisors, LLC | 29,824 | $1.18M | 0.67% | −1,158−3.7% | Reduced |
| Wealth Architects, LLC | 29,845 | $1.18M | 0.13% | +194+0.7% | Added |
| Court Place Advisors, LLC | 29,980 | $1.19M | 0.35% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 30,141 | $1.20M | 1.12% | +30,141 | New |
| Financial Advocates Investment Management | 30,172 | $1.20M | 0.07% | −5,180−14.7% | Reduced |
| IPG Investment Advisors LLC | 30,228 | $1.20M | 0.26% | 00.0% | Unchanged |
| Keystone Financial Group | 30,277 | $1.20M | 0.15% | +1,173+4.0% | Added |
| First PREMIER Bank | 30,335 | $1.20M | 0.30% | −2,000−6.2% | Reduced |
| Kidder Stephen W | 30,415 | $1.21M | 0.36% | −25−0.1% | Reduced |
| David Loasby | 30,782 | $1.21M | 0.11% | +1,359+4.6% | Added |
| Brown Financial Advisors | 30,467 | $1.21M | 0.50% | −9,490−23.8% | Reduced |
| NCM Capital Management, LLC | 30,483 | $1.21M | 0.58% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 30,544 | $1.21M | 0.06% | +924+3.1% | Added |
| Keel Point, LLC | 30,590 | $1.21M | 0.10% | +412+1.4% | Added |
| Skopos Labs, Inc. | 30,630 | $1.22M | 0.40% | +1,750+6.1% | Added |
| Navalign, LLC | 30,735 | $1.22M | 0.36% | +43+0.1% | Added |
| Kathmere Capital Management, LLC | 30,837 | $1.22M | 0.11% | +2,086+7.3% | Added |
| Eqis Capital Management, Inc. | 30,917 | $1.23M | 0.10% | +3,910+14.5% | Added |
| Avenir Corp | 30,957 | $1.23M | 0.12% | −2,508−7.5% | Reduced |
| CFO4Life Group, LLC | 30,992 | $1.23M | 0.22% | +15,660+102.1% | Added |
| VCI Wealth Management LLC | 31,101 | $1.23M | 0.55% | +31,101 | New |
| Aurora Private Wealth, Inc. | 31,151 | $1.24M | 0.97% | −2,311−6.9% | Reduced |
| Mechanics Bank Trust Department | 31,198 | $1.24M | 0.16% | +2,206+7.6% | Added |
| Paragon Financial Partners, Inc. | 31,206 | $1.24M | 0.91% | +16+0.1% | Added |
| Winthrop Advisory Group LLC | 31,252 | $1.24M | 0.15% | +3,670+13.3% | Added |
| Sunbelt Securities, Inc. | 31,306 | $1.24M | 0.12% | −446−1.4% | Reduced |
| City Holding Co | 31,332 | $1.24M | 0.17% | +175+0.6% | Added |
| Wellington Shields Capital Management, LLC | 31,333 | $1.24M | 0.22% | −16,224−34.1% | Reduced |
| Canopy Partners, LLC | 31,374 | $1.24M | 0.54% | +42+0.1% | Added |
| Teza Capital Management LLC | 31,442 | $1.25M | 0.14% | −3,187−9.2% | Reduced |
| Founders Financial Alliance, LLC | 31,478 | $1.25M | 0.35% | −147−0.5% | Reduced |
| Buttonwood Financial Advisors Inc. | 31,519 | $1.25M | 0.55% | −2,345−6.9% | Reduced |
| Smith Thornton Advisors LLC | 31,519 | $1.25M | 0.82% | −50−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 31,620 | $1.25M | 0.09% | +18,891+148.4% | Added |
| Shepherd Financial Partners LLC | 31,647 | $1.26M | 0.15% | −123−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 31,724 | $1.26M | 0.11% | +31,724 | New |
| Tempus Wealth Planning, LLC | 31,732 | $1.26M | 0.46% | +130.0% | Added |
| Midland Wealth Advisors LLC | 31,740 | $1.26M | 0.07% | −4,124−11.5% | Reduced |
| Ostrum Asset Management | 31,758 | $1.26M | 0.10% | +1,047+3.4% | Added |
| Prudent Man Advisors, LLC | 31,804 | $1.26M | 0.42% | −5,758−15.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 31,851 | $1.26M | 0.28% | −89−0.3% | Reduced |
| Gsa Capital Partners LLP | 31,875 | $1.26M | 0.10% | +12,402+63.7% | Added |
| LifePro Asset Management | 31,910 | $1.27M | 0.78% | −1,128−3.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,022 | $1.27M | 0.03% | +1,283+4.2% | Added |
| Simplicity Wealth,LLC | 32,041 | $1.27M | 0.12% | −144,669−81.9% | Reduced |
| Hobbs Group Advisors, LLC | 32,097 | $1.27M | 0.46% | −3,273−9.3% | Reduced |
| Curated Wealth Partners LLC | 32,111 | $1.27M | 0.16% | −2,224−6.5% | Reduced |
| Allen Capital Group, LLC | 32,141 | $1.28M | 0.16% | +736+2.3% | Added |