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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 53,282 | $2.11M | 0.84% | +53,282 | New |
| Octavia Wealth Advisors, LLC | 53,606 | $2.13M | 0.26% | −1,642−3.0% | Reduced |
| Proequities, Inc. | 53,638 | $2.13M | 0.13% | +14,301+36.4% | Added |
| Abacus Planning Group, Inc. | 53,658 | $2.13M | 0.38% | −2,256−4.0% | Reduced |
| IFP Advisors, Inc | 53,767 | $2.13M | 0.08% | −44,633−45.4% | Reduced |
| Jeppson Wealth Management, LLC | 53,907 | $2.14M | 0.77% | −156−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 54,006 | $2.14M | 0.09% | +1,892+3.6% | Added |
| Washington Trust Bank | 54,180 | $2.15M | 0.21% | −397−0.7% | Reduced |
| Beacon Financial Group | 54,252 | $2.15M | 0.23% | +428+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 54,687 | $2.17M | 0.45% | +751+1.4% | Added |
| Clarkston Capital Partners, LLC | 54,700 | $2.17M | 0.04% | 00.0% | Unchanged |
| Kennedy Investment Group | 54,964 | $2.18M | 1.00% | −896−1.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 54,983 | $2.18M | 0.29% | −1,303−2.3% | Reduced |
| Cumberland Partners Ltd | 54,985 | $2.18M | 0.15% | −2,625−4.6% | Reduced |
| Pinnacle Bancorp, Inc. | 55,221 | $2.19M | 0.59% | −206,923−78.9% | Reduced |
| Exchange Capital Management, Inc. | 55,221 | $2.19M | 0.35% | −3,091−5.3% | Reduced |
| LJI Wealth Management, LLC | 55,235 | $2.19M | 0.45% | +593+1.1% | Added |
| Aspen Grove Capital, LLC | 55,358 | $2.20M | 0.49% | +235+0.4% | Added |
| RMR Wealth Builders | 55,430 | $2.20M | 0.23% | −576−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 55,528 | $2.20M | 0.09% | +5,152+10.2% | Added |
| Horizon Investment Services, LLC | 55,684 | $2.21M | 0.94% | +55,684 | New |
| Choate Investment Advisors | 55,977 | $2.22M | 0.06% | −4,391−7.3% | Reduced |
| Mayflower Financial Advisors, LLC | 56,013 | $2.22M | 0.34% | −239,460−81.0% | Reduced |
| Lafayette Investments, Inc. | 56,054 | $2.22M | 0.47% | −452−0.8% | Reduced |
| Smith Shellnut Wilson LLC | 56,120 | $2.23M | 1.01% | 00.0% | Unchanged |
| HCR Wealth Advisors | 56,185 | $2.23M | 0.29% | +2,560+4.8% | Added |
| SeaCrest Wealth Management, LLC | 56,325 | $2.23M | 0.24% | −1,684−2.9% | Reduced |
| Piscataqua Savings Bank | 56,505 | $2.24M | 1.90% | −860−1.5% | Reduced |
| Waldron Private Wealth LLC | 56,535 | $2.24M | 0.09% | +4,360+8.4% | Added |
| Tyler-Stone Wealth Management | 56,579 | $2.25M | 0.42% | +28,964+104.9% | Added |
| AdvisorNet Financial, Inc | 56,812 | $2.25M | 0.17% | +782+1.4% | Added |
| Wrapmanager Inc | 56,946 | $2.26M | 0.58% | −304−0.5% | Reduced |
| Focus Financial Network, Inc. | 56,984 | $2.26M | 0.09% | −628−1.1% | Reduced |
| London & Capital Asset Management Ltd | 57,115 | $2.27M | 0.18% | +116+0.2% | Added |
| WSFS Capital Management, LLC | 57,219 | $2.27M | 0.12% | −369−0.6% | Reduced |
| Poehling Capital Management, LLC | 57,255 | $2.27M | 0.58% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 56,982 | $2.28M | 0.37% | +8,857+18.4% | Added |
| MBB Public Markets I LLC | 57,470 | $2.28M | 0.19% | −882,108−93.9% | Reduced |
| Anson Funds Management LP | 57,500 | $2.28M | 0.33% | +57,500 | New |
| Viawealth, LLC | 57,580 | $2.28M | 1.33% | +614+1.1% | Added |
| Lindbrook Capital, LLC | 57,668 | $2.29M | 0.20% | −1,044−1.8% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.29M | 0.03% | 00.0% | Unchanged |
| Perpetual Ltd | 57,834 | $2.29M | 0.02% | −23,179−28.6% | Reduced |
| Quadcap Wealth Management, LLC | 57,953 | $2.30M | 0.36% | −8,012−12.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 58,508 | $2.32M | 0.01% | −872,520−93.7% | Reduced |
| Diversify Wealth Management, LLC | 54,868 | $2.32M | 0.22% | −458−0.8% | Reduced |
| Family Legacy, Inc. | 58,837 | $2.33M | 0.78% | +1,559+2.7% | Added |
| Vision Capital Management, Inc. | 58,907 | $2.34M | 0.33% | +645+1.1% | Added |
| World Equity Group, Inc. | 58,911 | $2.34M | 0.84% | −30,676−34.2% | Reduced |
| Wedmont Private Capital | 58,524 | $2.34M | 0.13% | −621−1.0% | Reduced |
| Hexagon Capital Partners LLC | 59,056 | $2.34M | 0.46% | +3,503+6.3% | Added |
| Thomasville National Bank | 59,074 | $2.34M | 0.17% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 59,180 | $2.35M | 0.67% | +3,179+5.7% | Added |
| First Business Financial Services, Inc. | 59,232 | $2.35M | 0.24% | +3,084+5.5% | Added |
| Syon Capital LLC | 59,241 | $2.35M | 0.21% | +1,091+1.9% | Added |
| Newman Dignan & Sheerar, Inc. | 55,347 | $2.36M | 0.56% | −1,494−2.6% | Reduced |
| Sargent Investment Group, LLC | 59,601 | $2.36M | 0.42% | +7,293+13.9% | Added |
| Lake Street Advisors Group, LLC | 59,667 | $2.37M | 0.11% | +1,663+2.9% | Added |
| Studio Investment Management LLC | 59,800 | $2.37M | 0.50% | −3,659−5.8% | Reduced |
| American State Bank (Iowa) | 59,880 | $2.38M | 1.44% | −105−0.2% | Reduced |
| Latash Investments, LLC | 59,894 | $2.38M | 2.19% | −50,000−45.5% | Reduced |
| Empire Financial Management Company, LLC | 59,948 | $2.38M | 0.73% | −1,000−1.6% | Reduced |
| Lakeview Capital Partners, LLC | 60,057 | $2.38M | 0.38% | −25,643−29.9% | Reduced |
| Claro Advisors LLC | 60,312 | $2.39M | 0.31% | +18,400+43.9% | Added |
| Formidable Asset Management, LLC | 60,513 | $2.40M | 0.38% | −15,438−20.3% | Reduced |
| Granite Harbor Advisors, Inc. | 60,522 | $2.40M | 1.39% | +324+0.5% | Added |
| Y.D. More Investments Ltd | 60,553 | $2.40M | 0.25% | −11,681−16.2% | Reduced |
| Barometer Capital Management Inc. | 60,700 | $2.41M | 0.69% | +6,750+12.5% | Added |
| Morningstar Investment Management LLC | 57,515 | $2.41M | 0.24% | −42,135−42.3% | Reduced |
| Baker Avenue Asset Management, LP | 61,002 | $2.42M | 0.08% | +33,983+125.8% | Added |
| Koshinski Asset Management, Inc. | 61,045 | $2.42M | 0.21% | −1,283−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 61,342 | $2.43M | 0.18% | −812−1.3% | Reduced |
| Clarius Group, LLC | 61,916 | $2.44M | 0.17% | +659+1.1% | Added |
| First City Capital Management, Inc. | 61,582 | $2.44M | 1.26% | +4,602+8.1% | Added |
| Cobblestone Capital Advisors LLC | 61,588 | $2.44M | 0.14% | −1,677−2.7% | Reduced |
| Carson Advisory Inc. | 61,773 | $2.45M | 1.54% | −334−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 61,811 | $2.45M | 0.11% | +7,418+13.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 61,822 | $2.45M | 0.04% | +12,339+24.9% | Added |
| Bartlett & Co. Wealth Management LLC | 61,824 | $2.45M | 0.04% | −661−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 61,859 | $2.45M | 0.07% | −4,311−6.5% | Reduced |
| Centaurus Financial, Inc. | 62,365 | $2.48M | 0.16% | +16,175+35.0% | Added |
| Cornerstone Wealth Management, LLC | 62,556 | $2.48M | 0.17% | −516−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 62,678 | $2.49M | 0.18% | −4,946−7.3% | Reduced |
| Watts Gwilliam & Co., LLC | 62,616 | $2.50M | 0.55% | +62,616 | New |
| GeoWealth Management, LLC | 64,147 | $2.55M | 0.09% | −6,601−9.3% | Reduced |
| Ethic Inc. | 67,340 | $2.55M | 0.06% | −21,179−23.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 64,466 | $2.56M | 0.65% | −6,287−8.9% | Reduced |
| Aull & Monroe Investment Management Corp | 64,720 | $2.57M | 1.19% | −1,543−2.3% | Reduced |
| Constant Guidance Financial LLC | 64,748 | $2.57M | 2.10% | +10,214+18.7% | Added |
| Stratos Wealth Advisors, LLC | 65,626 | $2.60M | 0.12% | +68+0.1% | Added |
| Gilliland Jeter Wealth Management LLC | 65,737 | $2.61M | 0.84% | +220.0% | Added |
| 9258 Wealth Management, LLC | 65,825 | $2.61M | 0.39% | +318+0.5% | Added |
| Boston Financial Mangement LLC | 66,006 | $2.62M | 0.08% | −75,262−53.3% | Reduced |
| Old National Bancorp | 66,416 | $2.64M | 0.06% | +4,821+7.8% | Added |
| MainStreet Investment Advisors LLC | 67,077 | $2.66M | 0.35% | −27,242−28.9% | Reduced |
| Country Club Bank | 67,631 | $2.66M | 0.18% | −4,715−6.5% | Reduced |
| Cetera Trust Company, N.A | 67,218 | $2.67M | 1.63% | −2,070−3.0% | Reduced |
| Diligent Investors, LLC | 67,219 | $2.67M | 0.62% | −1,078−1.6% | Reduced |
| ZWJ Investment Counsel Inc | 67,321 | $2.67M | 0.11% | −4,774−6.6% | Reduced |
| Slagle Financial, LLC | 67,416 | $2.68M | 1.19% | +4,797+7.7% | Added |