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 |
|---|---|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 5,582 | $222.0K | 0.09% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 5,599 | $222.2K | 1.47% | +69+1.2% | Added |
| Pittenger & Anderson Inc | 5,600 | $222.2K | 0.01% | −460−7.6% | Reduced |
| Crown Wealth Group, LLC | 5,614 | $222.8K | 0.10% | −9−0.2% | Reduced |
| Vivaldi Capital Management, LLC | 5,622 | $223.1K | 0.06% | −4,225−42.9% | Reduced |
| Shelton Wealth Management, LLC | 5,648 | $224.1K | 0.13% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 5,570 | $224.4K | 0.00% | −4,499−44.7% | Reduced |
| Tarbox Family Office, Inc. | 5,666 | $224.8K | 0.04% | +32+0.6% | Added |
| Aletheian Wealth Advisors LLC | 5,672 | $225.1K | 0.13% | −20,773−78.6% | Reduced |
| Pacific Center for Financial Services | 5,680 | $225.4K | 0.06% | +786+16.1% | Added |
| Patriot Investment Management Inc. | 5,681 | $225.4K | 0.02% | −860−13.1% | Reduced |
| Saxon Interests, Inc. | 5,697 | $226.1K | 0.10% | −1,527−21.1% | Reduced |
| Private Wealth Management Group, LLC | 5,702 | $226.3K | 0.09% | −20.0% | Reduced |
| Alta Wealth Advisors LLC | 5,719 | $226.9K | 0.10% | +5,719 | New |
| Von Berge Wealth Management Group, LLC | 5,003 | $227.2K | 0.14% | −131−2.6% | Reduced |
| Tanager Wealth Management LLP | 5,726 | $227.2K | 0.03% | −12−0.2% | Reduced |
| EdgeRock Capital LLC | 5,732 | $227.5K | 0.16% | +5,732 | New |
| Ambassador Advisors, LLC | 5,734 | $227.5K | 0.04% | +5,734 | New |
| Abound Wealth Management | 5,752 | $228.3K | 0.08% | −197−3.3% | Reduced |
| SGL Investment Advisors, Inc. | 4,985 | $228.8K | 0.12% | +4,985 | New |
| Integrity Wealth Solutions LLC | 5,769 | $228.9K | 0.13% | +25+0.4% | Added |
| Advisor Resource Council | 5,782 | $229.4K | 0.10% | −4,858−45.7% | Reduced |
| Davidson Trust Co | 5,782 | $229.4K | 0.12% | +5,782 | New |
| Ahl Investment Management, Inc. | 5,800 | $230.1K | 0.16% | 00.0% | Unchanged |
| First Nebraska Trust Co | 5,807 | $230.4K | 0.02% | −70−1.2% | Reduced |
| Passive Capital Management, LLC. | 5,810 | $230.5K | 0.08% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 5,814 | $230.7K | 0.11% | −522−8.2% | Reduced |
| Signature Wealth Management Partners, LLC | 5,835 | $231.5K | 0.17% | −3,435−37.1% | Reduced |
| Ironwood Investment Management LLC | 5,839 | $231.7K | 0.11% | −740−11.2% | Reduced |
| Net Worth Advisory Group | 5,843 | $231.8K | 0.07% | +5,843 | New |
| Allen Investment Management LLC | 5,861 | $232.6K | 0.00% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 5,867 | $232.8K | 0.07% | −226−3.7% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $233.3K | 0.07% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5,885 | $233.5K | 0.07% | +55+0.9% | Added |
| Keebeck Alpha, LP | 5,886 | $233.6K | 0.15% | +5,886 | New |
| Luts & Greenleigh Group, Inc | 5,888 | $233.7K | 0.22% | +171+3.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $234.0K | 0.19% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 5,900 | $234.1K | 0.08% | +10.0% | Added |
| DDD Partners, LLC | 5,912 | $234.6K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,918 | $234.8K | 0.05% | +84+1.4% | Added |
| Pekin Hardy Strauss, Inc. | 5,920 | $234.9K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 5,922 | $235.0K | 0.00% | +3,847+185.4% | Added |
| Clay Northam Wealth Management, LLC | 5,924 | $235.1K | 0.16% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,959 | $236.5K | 0.02% | −1,598−21.1% | Reduced |
| Clayton Financial Group LLC | 5,981 | $237.3K | 0.09% | +647+12.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,995 | $237.9K | 0.09% | +287+5.0% | Added |
| Asset Advisors Investment Management, LLC | 6,001 | $238.1K | 0.02% | 00.0% | Unchanged |
| Firestone Capital Management | 6,001 | $238.1K | 0.06% | +4+0.1% | Added |
| Legacy Edge Advisors, LLC | 6,023 | $239.0K | 0.04% | −190−3.1% | Reduced |
| Bush Investment Group, LLC | 6,032 | $239.3K | 0.19% | +6,032 | New |
| Vishria Bird Financial Group, LLC | 6,047 | $240.0K | 0.09% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 6,050 | $240.1K | 0.07% | +195+3.3% | Added |
| K.J. Harrison & Partners Inc | 5,750 | $240.1K | 0.04% | −2,700−32.0% | Reduced |
| Moseley Investment Management Inc | 6,052 | $240.1K | 0.10% | +84+1.4% | Added |
| Cove Private Wealth, LLC | 6,075 | $241.1K | 0.19% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,076 | $241.1K | 0.01% | −62,679−91.2% | Reduced |
| Southern Capital Advisors, LLC | 6,082 | $241.3K | 0.14% | +7+0.1% | Added |
| Clark Asset Management, LLC | 6,089 | $241.6K | 0.05% | +1,010+19.9% | Added |
| Proactive Wealth Strategies LLC | 6,092 | $242.0K | 0.13% | +6,092 | New |
| Meridian Financial, LLC | 6,100 | $242.1K | 0.16% | −10.0% | Reduced |
| TFB Advisors LLC | 6,112 | $242.5K | 0.07% | +345+6.0% | Added |
| RKL Wealth Management LLC | 6,119 | $242.8K | 0.02% | −61−1.0% | Reduced |
| TL Private Wealth | 6,076 | $242.8K | 0.11% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,125 | $243.0K | 0.01% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 6,129 | $243.2K | 0.18% | −172−2.7% | Reduced |
| D'Orazio & Associates, Inc. | 6,136 | $243.5K | 0.03% | +171+2.9% | Added |
| Powell Investment Advisors, LLC | 6,138 | $243.6K | 0.11% | −221−3.5% | Reduced |
| CVA Family Office, LLC | 6,138 | $243.6K | 0.04% | +977+18.9% | Added |
| GW Henssler & Associates Ltd | 6,144 | $243.8K | 0.01% | −2,140−25.8% | Reduced |
| McNamara Financial Services, Inc. | 6,155 | $244.2K | 0.05% | +6,155 | New |
| SJS Investment Consulting Inc. | 6,179 | $245.2K | 0.04% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 6,188 | $245.6K | 0.10% | +588+10.5% | Added |
| Fairscale Capital, LLC | 6,195 | $245.8K | 0.22% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 6,200 | $246.0K | 0.03% | +20.0% | Added |
| MPS Loria Financial Planners, LLC | 6,215 | $246.6K | 0.07% | +32+0.5% | Added |
| First National Bank | 6,215 | $246.6K | 0.17% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 6,220 | $246.8K | 0.13% | +6,220 | New |
| Missouri Trust & Investment Co | 6,238 | $247.5K | 0.09% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6,242 | $247.7K | 0.10% | −179−2.8% | Reduced |
| Professional Advisory Services Inc | 6,242 | $248.0K | 0.03% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,251 | $248.0K | 0.03% | +379+6.5% | Added |
| Wealth Dimensions Group, Ltd. | 6,263 | $248.5K | 0.06% | −279−4.3% | Reduced |
| Correct Capital Wealth Management | 6,268 | $248.7K | 0.06% | −1,207−16.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,278 | $249.1K | 0.09% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 6,291 | $249.6K | 0.05% | +6,291 | New |
| New Jersey Better Educational Savings Trust | 6,297 | $249.9K | 0.47% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 6,301 | $250.0K | 0.03% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,302 | $250.1K | 0.02% | +6,302 | New |
| Royal Capital Wealth Management, LLC | 6,305 | $250.2K | 0.18% | +8+0.1% | Added |
| Monument Capital Management | 6,307 | $250.2K | 0.07% | +399+6.8% | Added |
| Sage Capital Advisors,llc | 6,342 | $251.6K | 0.07% | +6,342 | New |
| Matrix Private Capital Group LLC | 6,344 | $251.7K | 0.15% | +32+0.5% | Added |
| Northwest Wealth Management, LLC | 6,367 | $252.7K | 0.06% | +19+0.3% | Added |
| American Money Management, LLC | 6,396 | $253.8K | 0.05% | −70−1.1% | Reduced |
| TAP Consulting, LLC | 6,397 | $253.8K | 0.05% | +6,397 | New |
| Mountain Capital Investment Advisors, Inc | 5,536 | $253.9K | 0.06% | −678−10.9% | Reduced |
| Invst, LLC | 6,401 | $254.0K | 0.03% | −609−8.7% | Reduced |
| Morris Retirement Advisors, LLC | 6,416 | $254.6K | 0.14% | +1,067+19.9% | Added |
| Masso Torrence Wealth Management Inc. | 6,419 | $254.7K | 0.14% | −3,249−33.6% | Reduced |
| Hoxton Planning & Management, LLC | 6,427 | $255.0K | 0.10% | +402+6.7% | Added |