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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 174,794 | $7.31M | 0.31% | +64,367+58.3% | Added |
| Searle & Co. | 184,955 | $7.34M | 1.83% | −51,653−21.8% | Reduced |
| First National Trust Co | 185,244 | $7.35M | 0.28% | +317+0.2% | Added |
| Fagan Associates, Inc. | 185,444 | $7.36M | 1.24% | +2,144+1.2% | Added |
| DCM Advisors, LLC | 186,711 | $7.41M | 3.73% | −1,275−0.7% | Reduced |
| CAPROCK Group, Inc. | 188,864 | $7.49M | 0.27% | −7,686−3.9% | Reduced |
| Unisphere Establishment | 190,000 | $7.54M | 0.07% | +190,000 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 177,063 | $7.55M | 0.07% | +141,197+393.7% | Added |
| Fred Alger Management, LLC | 190,337 | $7.55M | 0.04% | +3,335+1.8% | Added |
| River Wealth Advisors LLC | 190,854 | $7.57M | 1.01% | +4,239+2.3% | Added |
| Wetherby Asset Management Inc | 192,150 | $7.62M | 0.35% | −301−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 192,236 | $7.63M | 2.30% | −2,585−1.3% | Reduced |
| Pavion Blue Capital, LLC | 192,438 | $7.64M | 3.56% | −2,318−1.2% | Reduced |
| Perigon Wealth Management, LLC | 192,452 | $7.64M | 0.21% | +3,158+1.7% | Added |
| QV Investors Inc. | 193,265 | $7.67M | 0.68% | −90,760−32.0% | Reduced |
| Hennessy Advisors Inc | 193,300 | $7.67M | 0.25% | −1,000−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 193,581 | $7.68M | 0.34% | +11,757+6.5% | Added |
| Valeo Financial Advisors, LLC | 230,640 | $7.69M | 0.22% | +1,265+0.6% | Added |
| Buffington Mohr McNeal | 195,239 | $7.75M | 1.27% | +4,633+2.4% | Added |
| Greatmark Investment Partners, Inc. | 195,543 | $7.76M | 1.05% | −8,640−4.2% | Reduced |
| Sierra Capital LLC | 196,197 | $7.79M | 0.93% | 00.0% | Unchanged |
| Brookstone Capital Management | 196,447 | $7.80M | 0.11% | +262+0.1% | Added |
| tru Independence LLC | 196,699 | $7.81M | 2.28% | −7,525−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 196,761 | $7.81M | 0.20% | +14,407+7.9% | Added |
| Intact Investment Management Inc. | 197,500 | $7.84M | 0.26% | +14,800+8.1% | Added |
| Prime Capital Investment Advisors, LLC | 197,861 | $7.85M | 0.11% | +26,746+15.6% | Added |
| Borer Denton & Associates, Inc. | 198,527 | $7.88M | 2.69% | −7,100−3.5% | Reduced |
| First American Bank | 199,190 | $7.90M | 0.57% | +2,366+1.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 199,875 | $7.93M | 0.55% | −19,573−8.9% | Reduced |
| Blue Investment Partners LLC | 200,479 | $7.96M | 3.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 201,523 | $7.96M | 0.22% | −26,645−11.7% | Reduced |
| Farther Finance Advisors, LLC | 201,865 | $8.01M | 0.30% | +141,345+233.6% | Added |
| Consolidated Investment Group LLC | 202,013 | $8.02M | 1.19% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 201,904 | $8.03M | 0.17% | 00.0% | Unchanged |
| Phraction Management LLC | 202,581 | $8.04M | 2.84% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 203,036 | $8.06M | 0.54% | −80,961−28.5% | Reduced |
| BSN Capital Partners Ltd | 189,999 | $8.06M | 1.58% | +189,999 | New |
| LMCG Investments, LLC | 203,385 | $8.07M | 0.49% | −78,652−27.9% | Reduced |
| New England Asset Management Inc | 204,405 | $8.11M | 1.26% | +145+0.1% | Added |
| Everence Capital Management Inc | 204,460 | $8.11M | 0.51% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 204,846 | $8.13M | 0.95% | −19,949−8.9% | Reduced |
| Howe & Rusling Inc | 204,955 | $8.13M | 0.70% | −1,997−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 205,047 | $8.14M | 0.43% | +4,203+2.1% | Added |
| North Star Investment Management Corp. | 206,607 | $8.20M | 0.57% | −79,574−27.8% | Reduced |
| Udine Wealth Management, Inc. | 207,838 | $8.25M | 5.82% | +2,102+1.0% | Added |
| Laurel Wealth Advisors LLC | 207,888 | $8.25M | 1.33% | −5,175−2.4% | Reduced |
| Huntington National Bank | 207,896 | $8.25M | 0.06% | −10,444−4.8% | Reduced |
| Vontobel Holding Ltd. | 207,961 | $8.25M | 0.03% | +51,903+33.3% | Added |
| First Citizens Bank & Trust Co | 208,243 | $8.26M | 0.18% | −7,406−3.4% | Reduced |
| AIA Group Ltd | 208,244 | $8.26M | 0.21% | −12,004−5.5% | Reduced |
| Veriti Management LLC | 209,488 | $8.31M | 0.45% | +22,492+12.0% | Added |
| Moneta Group Investment Advisors LLC | 209,830 | $8.33M | 0.12% | −1,588−0.8% | Reduced |
| Crake Asset Management LLP | 210,000 | $8.33M | 1.02% | +210,000 | New |
| Schnieders Capital Management LLC | 212,553 | $8.43M | 1.61% | −4,764−2.2% | Reduced |
| Tower Research Capital LLC (TRC) | 212,931 | $8.45M | 0.22% | −212,816−50.0% | Reduced |
| Beach Investment Counsel Inc | 213,307 | $8.46M | 1.05% | −3,978−1.8% | Reduced |
| AustralianSuper Pty Ltd | 213,614 | $8.48M | 0.04% | +57,069+36.5% | Added |
| Edge Capital Group, LLC | 213,660 | $8.48M | 0.38% | +27,125+14.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 213,960 | $8.49M | 0.20% | −2,561−1.2% | Reduced |
| Maltese Capital Management LLC | 214,600 | $8.52M | 1.38% | +94,600+78.8% | Added |
| Brown Brothers Harriman & Co | 214,770 | $8.52M | 0.06% | −17,164−7.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 215,124 | $8.54M | 1.39% | +84,810+65.1% | Added |
| Brinker Capital Investments, LLC | 216,245 | $8.58M | 0.09% | +13,292+6.5% | Added |
| Orion Portfolio Solutions, LLC | 216,245 | $8.58M | 0.09% | +13,292+6.5% | Added |
| Astoria Portfolio Advisors LLC. | 204,730 | $8.59M | 2.93% | −4,089−2.0% | Reduced |
| RPG Investment Advisory, LLC | 217,052 | $8.61M | 1.23% | −1,375−0.6% | Reduced |
| First Financial Bank - Trust Division | 217,318 | $8.62M | 0.79% | −6,557−2.9% | Reduced |
| Warren Averett Asset Management, LLC | 217,319 | $8.62M | 0.16% | +19,222+9.7% | Added |
| Contravisory Investment Management, Inc. | 217,677 | $8.64M | 1.85% | +157+0.1% | Added |
| Bollard Group LLC | 218,934 | $8.69M | 0.23% | −4,712−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 219,222 | $8.70M | 0.69% | −1,968−0.9% | Reduced |
| Trustmark National Bank Trust Department | 220,219 | $8.74M | 0.66% | +24,619+12.6% | Added |
| Financial Avengers, Inc. | 220,283 | $8.74M | 4.30% | −1,074−0.5% | Reduced |
| Investment House LLC | 220,392 | $8.75M | 0.47% | −6,825−3.0% | Reduced |
| Central Trust Co | 220,480 | $8.75M | 0.20% | −31,098−12.4% | Reduced |
| Davis-Rea Ltd. | 220,545 | $8.75M | 3.81% | −1,620−0.7% | Reduced |
| Independent Advisor Alliance | 221,058 | $8.77M | 0.32% | +10,971+5.2% | Added |
| South Dakota Investment Council | 223,308 | $8.86M | 0.17% | −61,126−21.5% | Reduced |
| SpiderRock Advisors, LLC | 223,651 | $8.87M | 0.19% | −24,634−9.9% | Reduced |
| Eagle Ridge Investment Management | 223,965 | $8.89M | 0.78% | −500.0% | Reduced |
| United Capital Financial Advisers, LLC | 224,531 | $8.91M | 0.07% | +2,627+1.2% | Added |
| Access Investment Management LLC | 225,000 | $8.93M | 2.72% | 00.0% | Unchanged |
| Philadelphia Trust Co | 228,997 | $9.09M | 0.66% | −16,414−6.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 229,289 | $9.10M | 1.96% | +3,486+1.5% | Added |
| Bard Financial Services, Inc. | 229,575 | $9.11M | 1.08% | −18,295−7.4% | Reduced |
| Johnson Investment Counsel Inc | 230,031 | $9.13M | 0.09% | +6,093+2.7% | Added |
| Resources Investment Advisors, LLC. | 230,220 | $9.14M | 0.10% | −4,590−2.0% | Reduced |
| Venture Visionary Partners LLC | 230,965 | $9.16M | 0.40% | −11,581−4.8% | Reduced |
| Goelzer Investment Management, Inc. | 231,057 | $9.17M | 0.50% | +49,480+27.3% | Added |
| Great Lakes Retirement, Inc. | 233,398 | $9.26M | 1.19% | +9,673+4.3% | Added |
| Investment Management Corp of Ontario | 233,752 | $9.28M | 0.21% | +75,500+47.7% | Added |
| Exchange Traded Concepts, LLC | 234,052 | $9.29M | 0.22% | +233,278+30,139.3% | Added |
| ARGA Investment Management, LP | 234,190 | $9.29M | 0.31% | −517−0.2% | Reduced |
| Raymond James Trust N.A. | 234,355 | $9.30M | 0.20% | +6,517+2.9% | Added |
| Pacific Global Investment Management CO | 234,830 | $9.32M | 1.68% | −2,133−0.9% | Reduced |
| MUFG Securities EMEA plc | 234,999 | $9.32M | 0.38% | +233,585+16,519.4% | Added |
| Silicon Valley Capital Partners | 235,427 | $9.34M | 1.22% | +8,674+3.8% | Added |
| South State Corp. | 236,143 | $9.37M | 0.65% | −8,240−3.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 236,432 | $9.38M | 1.73% | −1,672−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 237,001 | $9.40M | 0.18% | +119,910+102.4% | Added |