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 |
|---|---|---|---|---|---|
| Systematic Alpha Investments, LLC | 67,508 | $2.68M | 0.10% | 00.0% | Unchanged |
| Golden State Equity Partners | 67,658 | $2.68M | 0.42% | +4,655+7.4% | Added |
| AlphaCore Capital LLC | 67,669 | $2.69M | 0.61% | +230.0% | Added |
| Naviter Wealth, LLC | 67,748 | $2.69M | 0.37% | −3,692−5.2% | Reduced |
| Independent Solutions Wealth Management, LLC | 68,147 | $2.70M | 0.61% | −2,253−3.2% | Reduced |
| Caldwell Trust Co | 68,306 | $2.71M | 0.28% | −176−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 68,379 | $2.71M | 0.09% | −9,910−12.7% | Reduced |
| Bank Ozk | 68,385 | $2.71M | 1.12% | +779+1.2% | Added |
| Transcend Wealth Collective, LLC | 68,408 | $2.71M | 0.18% | −1,651−2.4% | Reduced |
| Interval Partners, LP | 68,413 | $2.71M | 0.08% | −640,062−90.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 68,628 | $2.72M | 0.29% | +68,628 | New |
| Spire Wealth Management | 68,855 | $2.73M | 0.09% | +168+0.2% | Added |
| Asset Dedication, LLC | 69,026 | $2.74M | 0.18% | −21,536−23.8% | Reduced |
| Qsemble Capital Management, LP | 69,094 | $2.74M | 0.50% | +27,153+64.7% | Added |
| Commerzbank Aktiengesellschaft | 69,246 | $2.75M | 0.07% | +4,504+7.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 69,281 | $2.75M | 0.12% | +614+0.9% | Added |
| Massachusetts Wealth Management | 69,662 | $2.76M | 1.74% | −1,960−2.7% | Reduced |
| SS&H Financial Advisors, Inc. | 69,808 | $2.77M | 1.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 70,185 | $2.78M | 0.23% | +5,115+7.9% | Added |
| Jaffetilchin Investment Partners, LLC | 70,224 | $2.79M | 0.21% | −606−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 70,333 | $2.79M | 0.27% | −1,514−2.1% | Reduced |
| Cigna Investments Inc | 70,423 | $2.79M | 0.50% | −664−0.9% | Reduced |
| HBK Sorce Advisory LLC | 70,428 | $2.79M | 0.09% | −6,533−8.5% | Reduced |
| Burton Enright Welch | 70,641 | $2.80M | 0.60% | −1,945−2.7% | Reduced |
| Cullinan Associates Inc | 67,325 | $2.81M | 0.16% | +11,400+20.4% | Added |
| Lodestone Wealth Management LLC | 71,139 | $2.82M | 1.43% | +42+0.1% | Added |
| Sciencast Management LP | 71,183 | $2.82M | 0.84% | +71,183 | New |
| Stonebridge Capital Advisors LLC | 71,397 | $2.83M | 0.23% | −919−1.3% | Reduced |
| Old West Investment Management, LLC | 71,534 | $2.84M | 1.10% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 71,648 | $2.84M | 0.23% | +376+0.5% | Added |
| BDF-Gestion | 359,065 | $2.85M | 0.47% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 72,568 | $2.86M | 0.26% | −4,241−5.5% | Reduced |
| Umpqua Bank | 72,065 | $2.86M | 1.05% | −2,546−3.4% | Reduced |
| Prosperity Consulting Group, LLC | 72,238 | $2.87M | 0.22% | +19,199+36.2% | Added |
| Tower Bridge Advisors | 72,344 | $2.87M | 0.30% | −3,400−4.5% | Reduced |
| NBT Bank N A | 72,350 | $2.87M | 0.19% | −5,900−7.5% | Reduced |
| Nwam LLC | 72,428 | $2.87M | 0.18% | +72,428 | New |
| Holderness Investments Co | 72,555 | $2.88M | 0.63% | −942−1.3% | Reduced |
| Mattson Financial Services, LLC | 72,462 | $2.88M | 1.03% | −500−0.7% | Reduced |
| Berkshire Bank | 73,048 | $2.90M | 0.68% | −1,748−2.3% | Reduced |
| Exeter Financial, LLC | 73,282 | $2.91M | 1.29% | −150−0.2% | Reduced |
| Van Den Berg Management I, Inc | 73,618 | $2.92M | 0.85% | −119,683−61.9% | Reduced |
| Wittenberg Investment Management, Inc. | 73,664 | $2.92M | 0.95% | −30,958−29.6% | Reduced |
| Checchi Capital Advisers, LLC | 73,683 | $2.92M | 0.22% | +1,800+2.5% | Added |
| Mystic Asset Management, Inc. | 73,710 | $2.92M | 1.10% | −2,507−3.3% | Reduced |
| Carolinas Wealth Consulting LLC | 73,752 | $2.93M | 0.53% | +6,365+9.4% | Added |
| Charter Research & Investment Group, Inc. | 73,784 | $2.93M | 2.16% | +2,852+4.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.94M | 0.87% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 74,136 | $2.94M | 0.18% | −8,992−10.8% | Reduced |
| F/M Investments LLC | 74,366 | $2.95M | 0.10% | −31,793−29.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 74,710 | $2.96M | 0.64% | +74,710 | New |
| Shorepoint Capital Partners LLC | 74,760 | $2.97M | 0.68% | −1,741−2.3% | Reduced |
| Stoneridge Investment Partners LLC | 74,777 | $2.97M | 1.10% | +74,777 | New |
| Silvercrest Asset Management Group LLC | 75,044 | $2.98M | 0.02% | −107−0.1% | Reduced |
| Brookmont Capital Management | 75,164 | $2.98M | 1.53% | −2,277−2.9% | Reduced |
| Davis Investment Partners, LLC | 76,243 | $2.99M | 1.25% | −4,090−5.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,403 | $2.99M | 0.08% | +4,998+7.1% | Added |
| Bayesian Capital Management, LP | 75,600 | $3.00M | 0.35% | −44,300−36.9% | Reduced |
| Harbour Capital Advisors, LLC | 74,702 | $3.00M | 0.69% | +1,430+2.0% | Added |
| Triangle Securities Wealth Management | 75,723 | $3.00M | 0.78% | −2,420−3.1% | Reduced |
| Colonial Trust Advisors | 75,731 | $3.00M | 0.26% | +6,772+9.8% | Added |
| Guardian Investment Management | 75,868 | $3.01M | 2.61% | −61,025−44.6% | Reduced |
| Lakewood Asset Management LLC | 76,007 | $3.02M | 2.06% | −8,541−10.1% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $3.02M | 0.32% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 76,437 | $3.03M | 2.50% | −8,262−9.8% | Reduced |
| Skylands Capital, LLC | 76,525 | $3.04M | 0.41% | −5,825−7.1% | Reduced |
| Advisors Capital Management, LLC | 76,595 | $3.04M | 0.05% | +4,056+5.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 77,155 | $3.06M | 0.01% | +10,274+15.4% | Added |
| Gillespie Robinson & Grimm Inc | 77,525 | $3.08M | 0.24% | +7,075+10.0% | Added |
| Meridian Wealth Advisors, LLC | 77,707 | $3.08M | 0.52% | +2,222+2.9% | Added |
| Hamilton Capital Partners Inc. | 78,009 | $3.10M | 0.27% | +4,365+5.9% | Added |
| Raab & Moskowitz Asset Management LLC | 78,067 | $3.10M | 0.78% | +1,281+1.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 78,261 | $3.11M | 0.27% | −13,401−14.6% | Reduced |
| Parcion Private Wealth LLC | 78,580 | $3.12M | 0.26% | −350−0.4% | Reduced |
| Citizens Business Bank | 79,127 | $3.14M | 0.63% | −750−0.9% | Reduced |
| Peddock Capital Advisors, LLC | 79,212 | $3.14M | 0.76% | +1,286+1.7% | Added |
| Trust Asset Management LLC | 79,939 | $3.17M | 0.25% | −2,537−3.1% | Reduced |
| Institute for Wealth Management, LLC. | 80,342 | $3.19M | 0.40% | −1,184−1.5% | Reduced |
| Grove Bank & Trust | 80,737 | $3.20M | 0.47% | +9,913+14.0% | Added |
| Roundview Capital LLC | 80,826 | $3.21M | 0.23% | +114+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 81,350 | $3.23M | 0.04% | −5,000−5.8% | Reduced |
| Callan Family Office, LLC | 81,518 | $3.23M | 0.54% | +81,518 | New |
| Gladstone Institutional Advisory LLC | 81,775 | $3.24M | 0.16% | +33,205+68.4% | Added |
| Private Trust Co NA | 81,881 | $3.25M | 0.33% | +3,131+4.0% | Added |
| Western Wealth Management, LLC | 81,944 | $3.25M | 0.19% | +229+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 81,999 | $3.25M | 0.68% | −768−0.9% | Reduced |
| Affinity Investment Advisors, LLC | 82,095 | $3.26M | 2.24% | −1,069−1.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 82,131 | $3.26M | 0.66% | +2,041+2.5% | Added |
| Cohen Investment Advisors LLC | 82,204 | $3.26M | 1.99% | +8,989+12.3% | Added |
| Modera Wealth Management, LLC | 82,254 | $3.26M | 0.04% | −354−0.4% | Reduced |
| Legacy Wealth Management, LLC | 82,345 | $3.27M | 1.20% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 82,677 | $3.28M | 0.53% | −200−0.2% | Reduced |
| Beaton Management Co. Inc. | 82,759 | $3.28M | 1.66% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 83,460 | $3.31M | 0.13% | −334−0.4% | Reduced |
| Twinbeech Capital LP | 83,690 | $3.32M | 0.06% | −728,415−89.7% | Reduced |
| Birmingham Capital Management Co Inc | 83,700 | $3.32M | 1.21% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 83,715 | $3.32M | 1.57% | +106+0.1% | Added |
| Brighton Jones LLC | 83,729 | $3.32M | 0.12% | −6,126−6.8% | Reduced |
| Financial Counselors Inc | 84,013 | $3.33M | 0.05% | +24,552+41.3% | Added |
| Mount Vernon Associates Inc | 84,219 | $3.34M | 2.65% | +2,900+3.6% | Added |