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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 3,813 | $144.6K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,698 | $146.7K | 0.10% | +420+12.8% | Added |
| Tidemark, LLC | 3,703 | $147.0K | 0.06% | +835+29.1% | Added |
| West Oak Capital, LLC | 3,785 | $150.2K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,677 | $154.1K | 0.07% | −51,721−93.4% | Reduced |
| Gen-Wealth Partners Inc | 3,645 | $154.2K | 0.07% | +325+9.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 3,985 | $158.1K | 0.03% | −53−1.3% | Reduced |
| Atlas Capital Advisors LLC | 4,039 | $160.3K | 0.02% | +1,000+32.9% | Added |
| Claris Advisors, LLC | 4,073 | $161.6K | 0.07% | +4,073 | New |
| FSA Wealth Management LLC | 4,107 | $163.0K | 0.07% | +4,107 | New |
| Hillsdale Investment Management Inc. | 4,120 | $163.5K | 0.01% | +1,585+62.5% | Added |
| BOK Financial Private Wealth, Inc. | 4,189 | $166.2K | 0.01% | +990+30.9% | Added |
| Ridgewood Investments LLC | 4,290 | $170.2K | 0.09% | −129−2.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,363 | $173.1K | 0.02% | +92+2.2% | Added |
| Western Pacific Wealth Management, LP | 4,522 | $179.4K | 0.12% | +10.0% | Added |
| Capital Management Associates | 4,550 | $180.5K | 0.20% | −3,053−40.2% | Reduced |
| WFA Asset Management Corp | 4,636 | $184.0K | 0.10% | −823−15.1% | Reduced |
| Rakuten Securities, Inc. | 4,651 | $184.6K | 0.08% | +560+13.7% | Added |
| Hoese & Co LLP | 4,700 | $186.5K | 0.16% | +200+4.4% | Added |
| Blue Bell Private Wealth Management, LLC | 4,747 | $188.4K | 0.04% | +279+6.2% | Added |
| Monetary Management Group Inc | 4,750 | $188.5K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,776 | $189.5K | 0.08% | −30−0.6% | Reduced |
| Planning Capital Management Corp | 4,785 | $189.9K | 0.13% | +3,578+296.4% | Added |
| Old Second National Bank of Aurora | 4,802 | $190.5K | 0.05% | −500−9.4% | Reduced |
| Eagle Bay Advisors LLC | 4,899 | $194.4K | 0.07% | −80−1.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,904 | $194.6K | 0.06% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 4,937 | $195.9K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,949 | $196.4K | 0.12% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 5,030 | $200.0K | 0.00% | +348+7.4% | Added |
| Lifestyle Asset Management, Inc. | 5,045 | $200.2K | 0.11% | −209−4.0% | Reduced |
| Norris Perne & French LLP | 5,050 | $200.4K | 0.01% | −318−5.9% | Reduced |
| Meyer Handelman Co | 5,065 | $201.0K | 0.01% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 5,074 | $201.3K | 0.10% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 5,074 | $201.4K | 0.13% | +26+0.5% | Added |
| Fidelity D & D Bancorp Inc | 5,076 | $201.4K | 0.13% | +5,076 | New |
| Gray Wealth Management Inc. | 5,076 | $201.4K | 0.08% | +5,076 | New |
| RFP Financial Group LLC | 5,085 | $201.8K | 0.07% | −196−3.7% | Reduced |
| Old North State Trust, LLC | 5,091 | $202.0K | 0.16% | +5,091 | New |
| Renasant Bank | 5,095 | $202.2K | 0.13% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,101 | $202.4K | 0.03% | +5,101 | New |
| Hamilton Wealth, LLC | 5,106 | $202.6K | 0.05% | −378−6.9% | Reduced |
| First Pacific Financial | 5,116 | $203.0K | 0.05% | +22+0.4% | Added |
| Marotta Asset Management | 5,126 | $203.4K | 0.04% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 5,132 | $203.7K | 0.02% | +86+1.7% | Added |
| Washington Trust Advisors, Inc. | 5,144 | $204.1K | 0.02% | −459−8.2% | Reduced |
| Glen Eagle Advisors, LLC | 5,150 | $204.3K | 0.03% | +894+21.0% | Added |
| Peoples Bank | 5,176 | $205.4K | 0.14% | −74−1.4% | Reduced |
| APCM Wealth Management for Individuals | 5,183 | $205.7K | 0.03% | −10.0% | Reduced |
| Wela Strategies, Inc. | 5,190 | $205.9K | 0.09% | −251−4.6% | Reduced |
| Segment Wealth Management, LLC | 5,190 | $205.9K | 0.01% | −132−2.5% | Reduced |
| USAdvisors Wealth Management, LLC | 5,275 | $207.0K | 0.07% | −308−5.5% | Reduced |
| Financial Engines Advisors L.L.C. | 5,224 | $207.3K | 0.00% | +5,224 | New |
| Peninsula Wealth, LLC | 4,849 | $207.5K | 0.04% | +4,849 | New |
| Buckingham Capital Management, Inc. | 5,234 | $207.7K | 0.02% | +5,234 | New |
| Waverton Investment Management Ltd | 5,232 | $207.7K | 0.00% | +5,232 | New |
| Lewis Asset Management, LLC | 5,235 | $207.7K | 0.15% | +5,235 | New |
| 1492 Capital Management LLC | 5,238 | $207.8K | 0.10% | +10+0.2% | Added |
| Center for Financial Planning, Inc. | 5,251 | $208.4K | 0.03% | +330+6.7% | Added |
| Hill Investment Group Partners, LLC | 5,210 | $208.5K | 0.03% | −192−3.6% | Reduced |
| Bennett Associates Wealth Management | 5,260 | $208.7K | 0.17% | +5,260 | New |
| Main Street Group, LTD | 5,269 | $209.1K | 0.08% | −1,145−17.9% | Reduced |
| Harbour Trust & Investment Management Co | 5,313 | $210.8K | 0.02% | −810−13.2% | Reduced |
| Gibson Wealth Advisors LLC | 5,320 | $211.1K | 0.17% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 5,334 | $211.7K | 0.08% | +5,334 | New |
| Nexus Investment Management ULC | 5,350 | $212.3K | 0.02% | 00.0% | Unchanged |
| James Hambro & Partners | 5,357 | $212.6K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,366 | $212.9K | 0.12% | +5,366 | New |
| Great Waters Wealth Management | 5,367 | $213.0K | 0.03% | −3−0.1% | Reduced |
| Trust Co of Kansas | 5,372 | $213.0K | 0.10% | 00.0% | Unchanged |
| First United Bank Trust | 5,368 | $213.0K | 0.08% | −20.0% | Reduced |
| Quad-Cities Investment Group, LLC | 5,373 | $213.2K | 0.11% | +7+0.1% | Added |
| Alpha Financial Advisors, LLC | 5,374 | $213.2K | 0.09% | +10+0.2% | Added |
| Poplar Forest Capital LLC | 5,380 | $213.5K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,388 | $213.8K | 0.02% | −518−8.8% | Reduced |
| Allstate Corp | 5,398 | $214.2K | 0.02% | −15,280−73.9% | Reduced |
| Three Bridge Wealth Advisors, LLC | 5,400 | $214.3K | 0.08% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 5,505 | $215.0K | 0.14% | +5,505 | New |
| MEMBERS Trust Co | 5,421 | $215.1K | 0.01% | −241−4.3% | Reduced |
| Lebenthal Global Advisors, LLC | 5,424 | $215.2K | 0.04% | +11+0.2% | Added |
| Amussen Hunsaker Associates LLC | 5,442 | $215.9K | 0.03% | −683−11.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,448 | $216.2K | 0.08% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 5,473 | $217.2K | 0.03% | +5,473 | New |
| Financial Guidance Group, Inc. | 5,485 | $217.6K | 0.13% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 5,487 | $217.7K | 0.01% | +5,487 | New |
| Strategic Family Wealth Counselors, L.L.C. | 5,494 | $218.0K | 0.08% | −3−0.1% | Reduced |
| Midwest Financial Group LLC | 5,482 | $218.0K | 0.13% | +26+0.5% | Added |
| Ballast Advisors LLC | 5,499 | $218.2K | 0.07% | −103−1.8% | Reduced |
| Signet Investment Advisory Group, Inc. | 5,500 | $218.2K | 0.11% | 00.0% | Unchanged |
| Seldon Capital LP | 5,502 | $218.3K | 0.12% | 00.0% | Unchanged |
| Northstar Group, Inc. | 5,514 | $218.8K | 0.04% | −3,300−37.4% | Reduced |
| Willner & Heller, LLC | 5,521 | $219.1K | 0.20% | +35+0.6% | Added |
| Clarity Wealth Advisors, LLC | 5,530 | $219.4K | 0.06% | +76+1.4% | Added |
| Elgethun Capital Management | 5,540 | $219.8K | 0.05% | +3+0.1% | Added |
| Skba Capital Management LLC | 5,550 | $220.2K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 5,574 | $221.2K | 0.11% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,575 | $221.2K | 0.02% | +19+0.3% | Added |
| Campion Asset Management LLC | 5,575 | $221.2K | 0.16% | −565−9.2% | Reduced |
| Syntax Research, Inc. | 5,579 | $221.4K | 0.15% | +9+0.2% | Added |
| Werlinich Asset Management, LLC | 5,590 | $221.8K | 0.13% | 00.0% | Unchanged |
| Solutions 4 Wealth, Ltd | 5,592 | $221.9K | 0.43% | +7+0.1% | Added |