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; 3,619 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 | 3,619 | $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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 830 | $32.9K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 834 | $33.1K | 0.02% | +1+0.1% | Added |
| Front Row Advisors LLC | 846 | $33.6K | 0.01% | −86−9.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 847 | $33.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 862 | $34.2K | 0.02% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 884 | $35.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 890 | $35.3K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 914 | $36.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 937 | $37.2K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 958 | $38.1K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $39.7K | 0.04% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 1,008 | $40.0K | 0.01% | +200+24.8% | Added |
| Davis Capital Management | 1,016 | $40.3K | 0.03% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,014 | $40.5K | 0.02% | +852+525.9% | Added |
| McClarren Financial Advisors, Inc. | 1,045 | $41.0K | 0.05% | +1,006+2,579.5% | Added |
| Global Trust Asset Management, LLC | 1,036 | $41.1K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,051 | $41.7K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,053 | $41.8K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,064 | $42.2K | 0.01% | −71−6.3% | Reduced |
| Twin Lakes Capital Management, LLC | 1,066 | $42.3K | 0.03% | −219−17.0% | Reduced |
| Northwest Investment Counselors, LLC | 1,125 | $44.6K | 0.01% | +1,125 | New |
| Aspect Partners, LLC | 1,164 | $46.2K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,198 | $47.5K | 0.00% | −351,342−99.7% | Reduced |
| First Community Trust NA | 1,200 | $47.6K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,219 | $48.4K | 0.00% | −752−38.2% | Reduced |
| Clear Point Advisors Inc. | 1,235 | $49.0K | 0.04% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $49.5K | 0.04% | – | – |
| Broadwater Capital Management LLC | 1,332 | $52.9K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,373 | $54.5K | 0.03% | +6+0.4% | Added |
| Carolina Wealth Advisors, LLC | 1,386 | $55.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,422 | $56.4K | 0.01% | −99−6.5% | Reduced |
| Keener Financial Planning LLC | 1,454 | $57.0K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,439 | $57.1K | 0.03% | +1+0.1% | Added |
| Compass Wealth Management LLC | 1,470 | $58.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 1,500 | $59.5K | 0.00% | −1,248−45.4% | Reduced |
| Bell Investment Advisors, Inc | 1,508 | $59.8K | 0.01% | +26+1.8% | Added |
| Oakmont Corp | 1,455 | $60.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,537 | $61.0K | 0.02% | −56−3.5% | Reduced |
| Hallmark Capital Management Inc | 1,564 | $62.1K | 0.00% | +64+4.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 1,351 | $62.1K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,498 | $63.0K | 0.04% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,680 | $66.7K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 1,725 | $68.4K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 1,737 | $68.9K | 0.02% | +162+10.3% | Added |
| Meeder Asset Management Inc | 1,774 | $70.4K | 0.00% | −10−0.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,775 | $70.4K | 0.01% | −1−0.1% | Reduced |
| Bogart Wealth, LLC | 1,780 | $70.6K | 0.00% | −373−17.3% | Reduced |
| Stephens Consulting, LLC | 1,787 | $70.9K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,798 | $71.3K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,699 | $72.3K | 0.02% | −2,070−54.9% | Reduced |
| Truvestments Capital LLC | 1,850 | $73.4K | 0.02% | +1,850 | New |
| Signature Resources Capital Management, LLC | 1,859 | $73.8K | 0.07% | +1+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,853 | $74.0K | 0.03% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 1,900 | $75.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,905 | $75.6K | 0.05% | −183−8.8% | Reduced |
| ORG Wealth Partners, LLC | 2,004 | $79.5K | 0.03% | +2,004 | New |
| DAGCO, Inc. | 2,018 | $80.1K | 0.03% | +3+0.1% | Added |
| BNP Paribas | 2,030 | $80.5K | 0.00% | −987−32.7% | Reduced |
| Atticus Wealth Management, LLC | 2,035 | $80.7K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2,090 | $82.9K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 2,132 | $84.6K | 0.01% | −1,315−38.1% | Reduced |
| Trust Co | 2,135 | $84.7K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 2,197 | $87.2K | 0.14% | 00.0% | Unchanged |
| Advantage Trust Co | 2,250 | $89.3K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 2,257 | $89.6K | 0.01% | −4−0.2% | Reduced |
| Core Alternative Capital | 2,289 | $90.8K | 0.02% | +150+7.0% | Added |
| Adalta Capital Management LLC | 2,300 | $91.3K | 0.05% | −300−11.5% | Reduced |
| Breakwater Investment Management | 2,319 | $92.0K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,357 | $93.5K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,378 | $94.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 2,389 | $94.8K | 0.02% | +361+17.8% | Added |
| Covestor Ltd | 2,389 | $95.0K | 0.06% | −74−3.0% | Reduced |
| Naples Money Management LLC | 2,397 | $95.1K | 0.08% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,453 | $97.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,462 | $97.7K | 0.03% | +2,462 | New |
| True Wealth Design, LLC | 2,467 | $97.9K | 0.04% | +2,167+722.3% | Added |
| Reston Wealth Management LLC | 2,502 | $99.3K | 0.04% | +2,502 | New |
| Riggs Asset Managment Co. Inc. | 2,650 | $105.2K | 0.03% | 00.0% | Unchanged |
| Horizons Wealth Management | 2,655 | $105.3K | 0.08% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2,678 | $106.3K | 0.09% | −670−20.0% | Reduced |
| Rocky Mountain Advisers, LLC | 2,681 | $106.4K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,737 | $108.6K | 0.01% | +319+13.2% | Added |
| RE Dickinson Investment Advisors, LLC | 2,793 | $110.8K | 0.06% | −385−12.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,810 | $111.5K | 0.06% | +399+16.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,019 | $119.8K | 0.04% | −250−7.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3,030 | $120.2K | 0.01% | +9+0.3% | Added |
| Dougherty Wealth Advisers LLC | 3,055 | $121.2K | 0.10% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3,081 | $122.5K | 0.08% | +800+35.1% | Added |
| ZRC Wealth Management, LLC | 3,087 | $122.5K | 0.05% | +2,685+667.9% | Added |
| Financial Connections Group, Inc. | 3,113 | $123.0K | 0.06% | −140−4.3% | Reduced |
| New Potomac Partners, LLC | 3,108 | $123.3K | 0.06% | +3,108 | New |
| Canton Hathaway, LLC | 3,208 | $127.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 3,285 | $130.3K | 0.11% | +120+3.8% | Added |
| TFC Financial Management | 3,335 | $132.3K | 0.02% | +1,667+99.9% | Added |
| Future Financial Wealth Managment LLC | 3,349 | $132.9K | 0.09% | +3,349 | New |
| Game Plan Financial Advisors, LLC | 3,399 | $134.9K | 0.07% | −322−8.7% | Reduced |
| Ruedi Wealth Management, Inc. | 3,474 | $137.8K | 0.05% | −201−5.5% | Reduced |
| MB, Levis & Associates, LLC | 3,502 | $138.9K | 0.07% | +15+0.4% | Added |
| Slocum, Gordon & Co LLP | 3,571 | $141.7K | 0.06% | −2,000−35.9% | Reduced |
| Avion Wealth | 3,580 | $142.0K | 0.04% | −36−1.0% | Reduced |