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
- 2,988
- +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
- 1,148 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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 32,361 | $1.28M | 0.09% | +3,772+13.2% | Added |
| Iams Wealth Management, LLC | 32,395 | $1.29M | 0.63% | −90.0% | Reduced |
| Monterey Private Wealth, Inc. | 32,477 | $1.29M | 0.44% | −582−1.8% | Reduced |
| WBH Advisory Inc | 32,488 | $1.29M | 0.12% | −2,993−8.4% | Reduced |
| First National Bank Sioux Falls | 32,538 | $1.29M | 0.59% | −100−0.3% | Reduced |
| Good Life Advisors, LLC | 32,712 | $1.30M | 0.08% | +1,948+6.3% | Added |
| Personal Cfo Solutions, LLC | 32,784 | $1.30M | 0.18% | −107−0.3% | Reduced |
| Summit Asset Management, LLC | 32,785 | $1.30M | 0.24% | +6,151+23.1% | Added |
| Versor Investments LP | 32,810 | $1.30M | 0.21% | +14,810+82.3% | Added |
| Warther Private Wealth, LLC | 32,842 | $1.30M | 0.46% | −217,314−86.9% | Reduced |
| Quent Capital, LLC | 32,933 | $1.30M | 0.13% | +2,199+7.2% | Added |
| Proffitt & Goodson Inc | 32,900 | $1.31M | 0.21% | +528+1.6% | Added |
| Sentry Investment Management LLC | 32,911 | $1.31M | 0.55% | +10,839+49.1% | Added |
| VELA Investment Management, LLC | 32,942 | $1.31M | 0.45% | +2,550+8.4% | Added |
| CX Institutional | 33,263 | $1.32M | 0.06% | +1,667+5.3% | Added |
| Kessler Investment Group, LLC | 33,351 | $1.32M | 0.68% | −10.0% | Reduced |
| Pegasus Partners Ltd. | 33,517 | $1.33M | 0.12% | −7,295−17.9% | Reduced |
| Pasadena Private Wealth, LLC | 35,507 | $1.33M | 0.28% | +2,060+6.2% | Added |
| Stonegate Investment Group, LLC | 33,747 | $1.34M | 0.04% | −586−1.7% | Reduced |
| Precedent Wealth Partners, LLC | 33,864 | $1.34M | 0.44% | +5,222+18.2% | Added |
| Sepio Capital, LP | 34,066 | $1.35M | 0.11% | +107+0.3% | Added |
| Raelipskie Partnership | 34,135 | $1.35M | 0.66% | +1,502+4.6% | Added |
| Signal Advisors Wealth, LLC | 34,182 | $1.36M | 0.19% | +34,182 | New |
| RMB Capital Management, LLC | 34,211 | $1.36M | 0.03% | −4,352−11.3% | Reduced |
| Aspen Investment Management Inc | 34,350 | $1.36M | 0.64% | −573−1.6% | Reduced |
| Campbell Newman Asset Management Inc | 34,350 | $1.36M | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 34,412 | $1.37M | 0.01% | +2,084+6.4% | Added |
| IMC-Chicago, LLC | 34,435 | $1.37M | 0.04% | −76,217−68.9% | Reduced |
| SignalPoint Asset Management, LLC | 34,689 | $1.37M | 0.32% | +90.0% | Added |
| Leonteq Securities AG | 34,504 | $1.37M | 0.16% | +14,379+71.4% | Added |
| Paradigm Financial Partners, LLC | 29,885 | $1.37M | 0.19% | +29,885 | New |
| Texas Capital Bank Wealth Management Services Inc | 34,561 | $1.37M | 0.13% | −1,048−2.9% | Reduced |
| Everhart Financial Group, Inc. | 34,691 | $1.37M | 0.30% | +4,841+16.2% | Added |
| Evoke Wealth, LLC | 34,649 | $1.37M | 0.04% | +34,649 | New |
| Aspiriant, LLC | 34,690 | $1.38M | 0.05% | +485+1.4% | Added |
| Journey Strategic Wealth LLC | 34,735 | $1.38M | 0.05% | +5,984+20.8% | Added |
| Mather Group, LLC. | 34,740 | $1.38M | 0.02% | −8,570−19.8% | Reduced |
| TLWM | 34,763 | $1.38M | 0.28% | −623−1.8% | Reduced |
| Johnson & White Wealth Management, LLC | 34,810 | $1.38M | 1.19% | +828+2.4% | Added |
| Apriem Advisors | 34,937 | $1.39M | 0.16% | +836+2.5% | Added |
| Princeton Capital Management LLC | 34,937 | $1.39M | 0.44% | −790−2.2% | Reduced |
| Independence Bank of Kentucky | 35,094 | $1.39M | 0.30% | +14,621+71.4% | Added |
| Fee-Only Financial Planning, L.C. | 35,117 | $1.39M | 0.89% | 00.0% | Unchanged |
| Sirios Capital Management L P | 35,140 | $1.39M | 0.25% | +35,140 | New |
| Mill Capital Management, LLC | 35,179 | $1.40M | 0.11% | −1,941−5.2% | Reduced |
| Wall Street Access Asset Management, LLC | 35,200 | $1.40M | 0.53% | +40.0% | Added |
| IFG Advisory, LLC | 35,213 | $1.40M | 0.09% | +1,084+3.2% | Added |
| WealthPlan Investment Management, LLC | 35,266 | $1.40M | 0.14% | +19,013+117.0% | Added |
| Aviance Capital Partners, LLC | 35,276 | $1.40M | 0.18% | +508+1.5% | Added |
| GM Advisory Group, Inc. | 35,346 | $1.40M | 0.08% | −221−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 35,397 | $1.40M | 0.31% | +7,456+26.7% | Added |
| Manchester Capital Management LLC | 35,431 | $1.41M | 0.16% | −1,668−4.5% | Reduced |
| InTrack Investment Management Inc | 35,443 | $1.41M | 1.00% | −1,632−4.4% | Reduced |
| G&S Capital LLC | 35,561 | $1.41M | 0.59% | +35,561 | New |
| Waterloo Capital, L.P. | 35,568 | $1.41M | 0.15% | +14,238+66.8% | Added |
| Epacria Capital Partners, LLC | 35,680 | $1.42M | 0.97% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 35,697 | $1.42M | 0.62% | +1,853+5.5% | Added |
| Coastal Bridge Advisors, LLC | 35,728 | $1.42M | 0.35% | +25+0.1% | Added |
| Krilogy Financial LLC | 35,854 | $1.42M | 0.10% | −332−0.9% | Reduced |
| NCP Inc. | 35,917 | $1.43M | 0.81% | −993−2.7% | Reduced |
| Paradigm Capital Management, LLC | 35,958 | $1.43M | 1.37% | +35,958 | New |
| Cape Ann Savings Bank | 36,079 | $1.43M | 0.83% | +1,060+3.0% | Added |
| First National Bank & Trust Co of Newtown | 36,083 | $1.43M | 0.27% | −994−2.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 36,092 | $1.43M | 1.29% | +1,147+3.3% | Added |
| Gs Investments, Inc. | 36,163 | $1.43M | 0.64% | −11,093−23.5% | Reduced |
| Earnest Partners LLC | 36,225 | $1.44M | 0.01% | −724−2.0% | Reduced |
| Accurate Wealth Management, LLC | 34,140 | $1.44M | 0.29% | +641+1.9% | Added |
| Beverly Hills Private Wealth, LLC | 36,479 | $1.45M | 0.29% | −3,023−7.7% | Reduced |
| Mosaic Financial Group, LLC | 36,573 | $1.45M | 1.03% | +40+0.1% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 36,568 | $1.45M | 0.20% | −272,375−88.2% | Reduced |
| TrinityPoint Wealth, LLC | 36,593 | $1.45M | 0.21% | +118+0.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 36,595 | $1.45M | 0.32% | +338+0.9% | Added |
| Blue Edge Capital, LLC | 36,630 | $1.45M | 0.23% | +630+1.8% | Added |
| Jefferies Financial Group Inc. | 36,641 | $1.45M | 0.02% | +22,233+154.3% | Added |
| Jmac Enterprises LLC | 36,678 | $1.46M | 0.23% | +1,187+3.3% | Added |
| Fidelis Capital Partners, LLC | 34,378 | $1.46M | 0.17% | +227+0.7% | Added |
| Millennium Capital Advisors, LLC | 36,698 | $1.46M | 0.95% | −885−2.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 36,822 | $1.46M | 0.44% | +504+1.4% | Added |
| Sweeney & Michel, LLC | 34,560 | $1.46M | 0.58% | +1,529+4.6% | Added |
| Mathes Company, Inc. | 36,900 | $1.46M | 0.52% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 36,946 | $1.47M | 0.14% | −981−2.6% | Reduced |
| Provenance Wealth Advisors, LLC | 36,992 | $1.47M | 0.18% | +714+2.0% | Added |
| Atlas Brown,Inc. | 37,006 | $1.47M | 0.51% | −7,230−16.3% | Reduced |
| Quotient Wealth Partners, LLC | 37,033 | $1.47M | 0.05% | −2,599−6.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 34,794 | $1.47M | 0.71% | +1,212+3.6% | Added |
| Proquility Private Wealth Partners, LLC | 37,143 | $1.47M | 0.47% | −90.0% | Reduced |
| Howland Capital Management LLC | 37,224 | $1.48M | 0.06% | −14,994−28.7% | Reduced |
| Longfellow Investment Management Co LLC | 37,393 | $1.48M | 0.37% | +227+0.6% | Added |
| Mosaic Family Wealth Partners, LLC | 37,426 | $1.49M | 0.22% | −49−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 37,496 | $1.49M | 0.08% | −6,163−14.1% | Reduced |
| Legacy Financial Advisors, Inc. | 37,520 | $1.49M | 0.25% | +775+2.1% | Added |
| Connecticut Wealth Management, LLC | 37,720 | $1.50M | 0.07% | −937−2.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 37,806 | $1.50M | 0.20% | −1,042−2.7% | Reduced |
| GYL Financial Synergies, LLC | 37,831 | $1.50M | 0.11% | −2,849−7.0% | Reduced |
| LVW Advisors, LLC | 37,850 | $1.50M | 0.19% | −7,180−15.9% | Reduced |
| Altshuler Shaham Ltd | 37,898 | $1.50M | 0.09% | +12,930+51.8% | Added |
| FLC Capital Advisors | 37,912 | $1.50M | 0.35% | −2,061−5.2% | Reduced |
| Boomfish Wealth Group, LLC | 37,968 | $1.51M | 0.92% | −90−0.2% | Reduced |
| Trust Point Inc. | 37,975 | $1.51M | 0.11% | +3,607+10.5% | Added |
| CoreCap Advisors, LLC | 38,015 | $1.51M | 0.07% | +38,015 | New |