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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 38,046 | $1.51M | 0.69% | −959−2.5% | Reduced |
| Modern Wealth Management, LLC | 38,073 | $1.51M | 0.09% | +497+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 38,099 | $1.51M | 0.15% | −2,923−7.1% | Reduced |
| Quest Partners LLC | 38,204 | $1.52M | 0.13% | +38,204 | New |
| Breakwater Capital Group | 38,349 | $1.52M | 0.31% | +5,491+16.7% | Added |
| IMA Wealth, Inc. | 38,409 | $1.52M | 0.33% | +95+0.2% | Added |
| Smithfield Trust Co | 38,392 | $1.53M | 0.07% | +2,229+6.2% | Added |
| Bridgefront Capital, LLC | 38,550 | $1.53M | 0.59% | −21,626−35.9% | Reduced |
| Sovereign Financial Group, Inc. | 38,660 | $1.53M | 0.36% | −540−1.4% | Reduced |
| Pinnacle Holdings, LLC | 38,693 | $1.54M | 0.60% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 38,726 | $1.54M | 0.64% | −47−0.1% | Reduced |
| Biltmore Family Office, LLC | 38,823 | $1.54M | 0.26% | −1,591−3.9% | Reduced |
| Fiduciary Family Office, LLC | 38,874 | $1.54M | 0.51% | −417−1.1% | Reduced |
| US Asset Management LLC | 33,684 | $1.54M | 1.36% | −464−1.4% | Reduced |
| Cullen Investment Group, Ltd. | 38,963 | $1.55M | 0.23% | +609+1.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 39,002 | $1.55M | 0.47% | +532+1.4% | Added |
| Gladius Capital Management LP | 39,023 | $1.55M | 0.93% | +27,299+232.8% | Added |
| Cooper Financial Group | 39,053 | $1.55M | 0.20% | +19,742+102.2% | Added |
| Safeguard Investment Advisory Group, LLC | 39,058 | $1.55M | 0.44% | −2,209−5.4% | Reduced |
| May Barnhard Investments LLC | 39,172 | $1.55M | 0.76% | −1,280−3.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 39,242 | $1.56M | 0.65% | −31,459−44.5% | Reduced |
| Marietta Investment Partners LLC | 39,267 | $1.56M | 0.33% | +39,267 | New |
| Nomura Holdings Inc | 39,289 | $1.56M | 0.01% | −59,046−60.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 39,447 | $1.57M | 0.44% | −4,610−10.5% | Reduced |
| Accent Capital Management, LLC | 39,500 | $1.57M | 0.91% | +11,873+43.0% | Added |
| Johnson Financial Group, Inc. | 39,608 | $1.57M | 0.07% | +23,679+148.7% | Added |
| Greenfield Savings Bank | 39,634 | $1.57M | 0.75% | −1,679−4.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 39,721 | $1.58M | 0.03% | −227,542−85.1% | Reduced |
| NBW Capital LLC | 39,727 | $1.58M | 0.30% | −179−0.4% | Reduced |
| Wesbanco Bank Inc | 39,790 | $1.58M | 0.05% | +348+0.9% | Added |
| Souders Financial Advisors | 39,793 | $1.58M | 0.22% | −328−0.8% | Reduced |
| Weaver Capital Management LLC | 39,935 | $1.58M | 0.48% | −7,254−15.4% | Reduced |
| Boston Trust Walden Corp | 39,968 | $1.59M | 0.01% | +60+0.2% | Added |
| Grand Jean Capital Management Inc | 40,000 | $1.59M | 0.35% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.59M | 0.65% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 40,122 | $1.59M | 0.94% | −300−0.7% | Reduced |
| SkyOak Wealth, LLC | 40,135 | $1.59M | 0.35% | −444−1.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 40,195 | $1.59M | 0.41% | −2,154−5.1% | Reduced |
| Lake Street Financial LLC | 40,242 | $1.60M | 0.26% | −8,805−18.0% | Reduced |
| Hikari Power Ltd | 40,240 | $1.60M | 0.13% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 40,293 | $1.60M | 0.20% | +22,856+131.1% | Added |
| 3Chopt Investment Partners, LLC | 40,377 | $1.60M | 0.57% | +3,369+9.1% | Added |
| McIlrath & Eck, LLC | 40,394 | $1.60M | 0.21% | −2,310−5.4% | Reduced |
| Mitchell Sinkler & Starr | 40,573 | $1.61M | 0.40% | +535+1.3% | Added |
| Bridges Investment Management Inc | 40,613 | $1.61M | 0.02% | −4,546−10.1% | Reduced |
| Fort Sheridan Advisors LLC | 40,623 | $1.61M | 0.24% | +453+1.1% | Added |
| Advisory Research Inc | 40,726 | $1.62M | 0.29% | −7,450−15.5% | Reduced |
| BigSur Wealth Management LLC | 40,850 | $1.62M | 0.45% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 40,910 | $1.62M | 0.63% | +3,991+10.8% | Added |
| Global Financial Private Client, LLC | 41,014 | $1.63M | 0.63% | +1,162+2.9% | Added |
| Fullerton Fund Management Co Ltd. | 41,019 | $1.63M | 0.07% | +18,728+84.0% | Added |
| Coastwise Capital Group, LLC | 41,046 | $1.63M | 1.34% | +1,619+4.1% | Added |
| E&G Advisors, LP | 41,064 | $1.63M | 0.45% | +151+0.4% | Added |
| USA Financial Portformulas Corp | 41,090 | $1.63M | 0.25% | +9,450+29.9% | Added |
| Colonial River Wealth Management, LLC | 41,206 | $1.64M | 0.81% | +17,462+73.5% | Added |
| Belpointe Asset Management LLC | 41,236 | $1.64M | 0.10% | −13,300−24.4% | Reduced |
| Prairiewood Capital, LLC | 41,333 | $1.64M | 0.69% | −2,317−5.3% | Reduced |
| Geneos Wealth Management Inc. | 41,393 | $1.64M | 0.06% | +10,218+32.8% | Added |
| Rehmann Capital Advisory Group | 41,336 | $1.65M | 0.11% | −274−0.7% | Reduced |
| Coastline Trust Co | 41,724 | $1.66M | 0.19% | −15,504−27.1% | Reduced |
| Channing Global Advisors, LLC | 41,838 | $1.66M | 1.40% | −163−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 39,257 | $1.66M | 0.06% | +125+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 41,934 | $1.66M | 0.31% | −168−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 40,267 | $1.66M | 0.63% | −649−1.6% | Reduced |
| Avestar Capital, LLC | 42,022 | $1.67M | 0.18% | +1,659+4.1% | Added |
| Ramirez Asset Management, Inc. | 42,030 | $1.67M | 0.32% | 00.0% | Unchanged |
| Oddo BHF Asset Management SAS | 42,087 | $1.67M | 0.08% | +42,087 | New |
| Blue Fin Capital, Inc. | 42,104 | $1.67M | 0.32% | −4,474−9.6% | Reduced |
| Catalytic Wealth RIA, LLC | 42,204 | $1.67M | 0.29% | −2,199−5.0% | Reduced |
| Parkside Financial Bank & Trust | 42,321 | $1.68M | 0.23% | +2,518+6.3% | Added |
| Guardian Wealth Advisors, LLC | 42,413 | $1.68M | 0.18% | −151−0.4% | Reduced |
| Welch Group, LLC | 42,481 | $1.69M | 0.07% | −140−0.3% | Reduced |
| Westside Investment Management, Inc. | 42,542 | $1.69M | 0.36% | +300+0.7% | Added |
| RB Capital Management, LLC | 42,561 | $1.69M | 0.40% | +137+0.3% | Added |
| White Pine Capital LLC | 42,569 | $1.69M | 0.58% | +957+2.3% | Added |
| LRI Investments, LLC | 37,015 | $1.70M | 0.16% | +21,232+134.5% | Added |
| Capital Advisors Inc | 42,833 | $1.70M | 0.03% | −6,425−13.0% | Reduced |
| Summit Financial, LLC | 42,863 | $1.70M | 0.07% | +141+0.3% | Added |
| Duncker Streett & Co Inc | 42,979 | $1.71M | 0.31% | −1,010−2.3% | Reduced |
| Wynn Capital, LLC | 43,085 | $1.71M | 1.12% | +1,570+3.8% | Added |
| Exencial Wealth Advisors, LLC | 43,121 | $1.71M | 0.06% | +1,853+4.5% | Added |
| Aviso Financial Inc. | 43,173 | $1.71M | 0.08% | +2,318+5.7% | Added |
| Etesian Wealth Advisors, Inc. | 43,321 | $1.72M | 0.78% | −1,344−3.0% | Reduced |
| Andra AP-fonden | 43,500 | $1.73M | 0.03% | +43,500 | New |
| CRA Financial Services, LLC | 43,556 | $1.73M | 0.32% | +285+0.7% | Added |
| Sunesis Advisors, LLC | 43,688 | $1.73M | 1.05% | −94−0.2% | Reduced |
| Jupiter Wealth Management LLC | 43,747 | $1.74M | 0.89% | −19,900−31.3% | Reduced |
| Woodward Diversified Capital, LLC | 43,795 | $1.74M | 1.10% | −585−1.3% | Reduced |
| Busey Wealth Management | 43,798 | $1.74M | 0.06% | −2,276−4.9% | Reduced |
| Ellsworth Advisors, LLC | 43,801 | $1.74M | 0.45% | +3,913+9.8% | Added |
| Brady Family Wealth, LLC | 43,857 | $1.74M | 0.52% | +10.0% | Added |
| Fukoku Mutual Life Insurance Co | 43,951 | $1.74M | 0.12% | +5,817+15.3% | Added |
| MWA Asset Management | 44,058 | $1.75M | 1.16% | +469+1.1% | Added |
| Herold Advisors, Inc. | 44,059 | $1.75M | 0.38% | −654−1.5% | Reduced |
| Ballast, Inc. | 44,069 | $1.75M | 0.50% | −62−0.1% | Reduced |
| Regal Investment Advisors LLC | 44,069 | $1.75M | 0.12% | −3,399−7.2% | Reduced |
| Premier Path Wealth Partners, LLC | 44,180 | $1.75M | 0.28% | −151−0.3% | Reduced |
| IMS Capital Management | 44,288 | $1.76M | 0.79% | −197−0.4% | Reduced |
| West Branch Capital LLC | 44,363 | $1.76M | 0.61% | +3,807+9.4% | Added |
| Aaron Wealth Advisors | 44,387 | $1.76M | 0.21% | +5,360+13.7% | Added |