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 |
|---|---|---|---|---|---|
| Aire Advisors, LLC | 44,400 | $1.76M | 0.39% | −6,631−13.0% | Reduced |
| Oarsman Capital, Inc. | 44,414 | $1.76M | 0.33% | +1,902+4.5% | Added |
| RDA Financial Network | 44,515 | $1.77M | 0.55% | +1,326+3.1% | Added |
| Baxter Bros Inc | 44,560 | $1.77M | 0.23% | −70,070−61.1% | Reduced |
| Falcon Wealth Planning | 44,561 | $1.77M | 0.21% | −155−0.3% | Reduced |
| Visionary Wealth Advisors | 44,604 | $1.77M | 0.11% | −536−1.2% | Reduced |
| Howard Capital Management Inc. | 44,648 | $1.77M | 0.03% | +44,648 | New |
| Bragg Financial Advisors, Inc | 44,879 | $1.78M | 0.07% | +7,352+19.6% | Added |
| AMG National Trust Bank | 44,915 | $1.78M | 0.05% | −13,714−23.4% | Reduced |
| Adell Harriman & Carpenter Inc | 44,955 | $1.78M | 0.13% | +2,500+5.9% | Added |
| Retirement Planning Co of New England, Inc. | 44,977 | $1.78M | 0.89% | −7,923−15.0% | Reduced |
| Martin & Co Inc | 45,232 | $1.79M | 0.42% | +112+0.2% | Added |
| Lineweaver Wealth Advisors, LLC | 45,431 | $1.80M | 0.34% | +1,316+3.0% | Added |
| Investment Advisory Services Inc | 45,652 | $1.81M | 0.64% | −131−0.3% | Reduced |
| Bridgewater Advisors Inc. | 42,596 | $1.81M | 0.19% | +2,030+5.0% | Added |
| Harmony Asset Management LLC | 45,769 | $1.82M | 0.67% | +28,175+160.1% | Added |
| Portside Wealth Group, LLC | 45,833 | $1.82M | 0.31% | −2,959−6.1% | Reduced |
| Burney Co | 46,112 | $1.83M | 0.07% | −480−1.0% | Reduced |
| Mendel Money Management | 46,262 | $1.84M | 0.79% | −345−0.7% | Reduced |
| Granger Management LLC | 46,320 | $1.84M | 0.36% | −3,049−6.2% | Reduced |
| American Capital Advisory, LLC | 46,419 | $1.84M | 1.07% | −507−1.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,466 | $1.84M | 0.43% | +368+0.8% | Added |
| J. Safra Sarasin Holding AG | 46,480 | $1.84M | 0.03% | 00.0% | Unchanged |
| CenterBook Partners LP | 46,560 | $1.85M | 0.11% | +46,560 | New |
| Hourglass Capital, LLC | 46,597 | $1.85M | 0.51% | −420−0.9% | Reduced |
| Legato Capital Management LLC | 46,721 | $1.85M | 0.23% | −10,776−18.7% | Reduced |
| Cito Capital Group, LLC | 46,870 | $1.86M | 0.69% | −5,000−9.6% | Reduced |
| Cowa, LLC | 46,898 | $1.86M | 0.89% | −610−1.3% | Reduced |
| Investors Asset Management of Georgia Inc | 46,910 | $1.86M | 0.88% | −55−0.1% | Reduced |
| SageView Advisory Group, LLC | 46,997 | $1.86M | 0.09% | −2,657−5.4% | Reduced |
| Prestige Wealth Management Group LLC | 47,009 | $1.87M | 0.39% | −17,583−27.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 47,145 | $1.87M | 1.18% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 47,192 | $1.87M | 0.46% | +27,917+144.8% | Added |
| Probity Advisors, Inc. | 47,486 | $1.88M | 0.36% | +985+2.1% | Added |
| Arvest Investments, Inc. | 47,593 | $1.89M | 0.29% | +528+1.1% | Added |
| Register Financial Advisors LLC | 47,686 | $1.89M | 0.97% | −298−0.6% | Reduced |
| Buckley Wealth Management, LLC | 47,696 | $1.89M | 0.58% | +2,163+4.8% | Added |
| AlTi Global, Inc. | 47,749 | $1.89M | 0.05% | −11,837−19.9% | Reduced |
| Sandy Spring Bank | 47,815 | $1.90M | 0.08% | +2,844+6.3% | Added |
| Coppell Advisory Solutions LLC | 48,212 | $1.90M | 0.28% | +834+1.8% | Added |
| Occudo Quantitative Strategies LP | 48,115 | $1.91M | 0.35% | +48,115 | New |
| Wulff, Hansen & Co. | 48,398 | $1.92M | 1.80% | −2,525−5.0% | Reduced |
| E Fund Management Co., Ltd. | 48,525 | $1.93M | 0.10% | +3,203+7.1% | Added |
| MCF Advisors LLC | 48,554 | $1.93M | 0.14% | −42−0.1% | Reduced |
| Excalibur Management Corp | 48,558 | $1.93M | 0.73% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 48,575 | $1.93M | 0.77% | +424+0.9% | Added |
| Infrastructure Capital Advisors, LLC | 48,762 | $1.93M | 0.27% | +9,299+23.6% | Added |
| Altman Advisors, Inc. | 48,818 | $1.94M | 0.86% | +409+0.8% | Added |
| CMG Global Holdings, LLC | 49,061 | $1.95M | 1.10% | −2,467−4.8% | Reduced |
| SeaBridge Investment Advisors LLC | 49,081 | $1.95M | 0.48% | +215+0.4% | Added |
| Foundations Investment Advisors, LLC | 49,104 | $1.95M | 0.04% | −1,956−3.8% | Reduced |
| Argent Advisors, Inc. | 49,221 | $1.95M | 0.73% | −3,592−6.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 49,225 | $1.95M | 0.03% | +22,950+87.3% | Added |
| Norris Financial Group, LLC | 49,245 | $1.95M | 0.96% | −219−0.4% | Reduced |
| Chapin Davis, Inc. | 49,534 | $1.97M | 0.64% | −173−0.3% | Reduced |
| NVWM, LLC | 49,611 | $1.97M | 0.50% | −665−1.3% | Reduced |
| Financial Partners Group, LLC | 49,699 | $1.97M | 0.74% | −776−1.5% | Reduced |
| Smartleaf Asset Management LLC | 50,150 | $1.98M | 0.24% | +15,576+45.1% | Added |
| Hilltop Holdings Inc. | 49,813 | $1.98M | 0.13% | +14,674+41.8% | Added |
| Shell Asset Management Co | 49,904 | $1.98M | 0.09% | +49,904 | New |
| LM Advisors LLC | 49,941 | $1.98M | 0.40% | +1,000+2.0% | Added |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $1.98M | 1.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $1.98M | 0.27% | 00.0% | Unchanged |
| Savoie Capital LLC | 50,000 | $1.98M | 0.24% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 50,079 | $1.99M | 0.83% | −4,098−7.6% | Reduced |
| One Charles Private Wealth Services, LLC | 50,232 | $1.99M | 0.76% | −435−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 50,291 | $2.00M | 0.13% | +1,573+3.2% | Added |
| Conning Inc. | 50,343 | $2.00M | 0.07% | −1,612−3.1% | Reduced |
| Hixon Zuercher, LLC | 50,370 | $2.00M | 0.78% | +50,370 | New |
| First Horizon Advisors, Inc. | 50,444 | $2.00M | 0.06% | +1,968+4.1% | Added |
| Alpha Cubed Investments, LLC | 50,513 | $2.00M | 0.09% | −106,948−67.9% | Reduced |
| Advisor OS, LLC | 50,613 | $2.01M | 0.20% | +4,035+8.7% | Added |
| Ransom Advisory, Ltd | 50,649 | $2.01M | 0.94% | −2,150−4.1% | Reduced |
| Arete Wealth Advisors, LLC | 50,772 | $2.01M | 0.17% | +50,772 | New |
| Hudson Canyon Capital Management | 50,735 | $2.01M | 1.30% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50,793 | $2.02M | 0.41% | +230.0% | Added |
| Csenge Advisory Group | 48,246 | $2.02M | 0.11% | +4,715+10.8% | Added |
| Segall Bryant & Hamill, LLC | 51,010 | $2.02M | 0.03% | +51,010 | New |
| Clifford Swan Investment Counsel LLC | 51,071 | $2.03M | 0.07% | −1,117−2.1% | Reduced |
| Ocean Capital Management, LLC | 51,140 | $2.03M | 0.47% | +51,140 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 43,169 | $2.03M | 0.01% | −4,103−8.7% | Reduced |
| Cumberland Advisors Inc | 51,200 | $2.03M | 0.81% | +4,000+8.5% | Added |
| Centiva Capital, LP | 51,242 | $2.03M | 0.09% | −209,531−80.3% | Reduced |
| Summit Global Investments | 51,278 | $2.04M | 0.13% | +36,089+237.6% | Added |
| Dohj, LLC | 51,971 | $2.04M | 0.48% | +1,175+2.3% | Added |
| Intellectus Partners, LLC | 51,401 | $2.04M | 0.52% | +7,182+16.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 51,779 | $2.05M | 1.30% | −1,001−1.9% | Reduced |
| McDonald Partners LLC | 51,843 | $2.06M | 0.51% | −3,762−6.8% | Reduced |
| Shufro Rose & Co LLC | 51,849 | $2.06M | 0.17% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51,476 | $2.06M | 0.80% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 52,102 | $2.07M | 0.35% | −5,675−9.8% | Reduced |
| Ullmann Financial Group, Inc. | 52,143 | $2.07M | 0.27% | +20,544+65.0% | Added |
| Gries Financial LLC | 52,253 | $2.07M | 0.39% | −37,422−41.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 52,289 | $2.07M | 1.64% | +40,522+344.4% | Added |
| Neville Rodie & Shaw Inc | 52,402 | $2.08M | 0.15% | −1,116−2.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 52,493 | $2.08M | 0.53% | −14,300−21.4% | Reduced |
| Vise Technologies, Inc. | 52,494 | $2.08M | 0.27% | +16,054+44.1% | Added |
| Meiji Yasuda Life Insurance Co | 52,756 | $2.09M | 0.04% | −231,266−81.4% | Reduced |
| NTV Asset Management LLC | 53,121 | $2.11M | 0.28% | −310−0.6% | Reduced |
| Legacy Advisors, LLC | 53,153 | $2.11M | 0.23% | +5,063+10.5% | Added |