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
- 2,989
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Peak Asset Management, LLC | 6,430 | $255.1K | 0.05% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 6,444 | $255.7K | 0.13% | +169+2.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 6,450 | $255.9K | 0.09% | +1,056+19.6% | Added |
| Investment Partners, Ltd. | 6,462 | $256.4K | 0.11% | −209−3.1% | Reduced |
| Beacon Capital Management, LLC | 6,492 | $257.6K | 0.04% | +638+10.9% | Added |
| Madrona Financial Services, LLC | 6,492 | $257.6K | 0.07% | −46−0.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,501 | $258.0K | 0.10% | +3,000+85.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,511 | $258.0K | 0.08% | +325+5.3% | Added |
| West Wealth Group, LLC | 6,517 | $258.6K | 0.08% | −67−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,519 | $258.7K | 0.07% | +10.0% | Added |
| WMG Financial Advisors, LLC | 6,529 | $259.1K | 0.12% | +330+5.3% | Added |
| Arcus Capital Partners, LLC | 6,539 | $259.5K | 0.09% | −492−7.0% | Reduced |
| Fragasso Group Inc. | 6,542 | $259.6K | 0.02% | −1,105−14.5% | Reduced |
| Hunter Associates Investment Management LLC | 6,538 | $260.0K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 6,564 | $260.5K | 0.08% | −43−0.7% | Reduced |
| Triumph Capital Management | 6,576 | $260.9K | 0.09% | +6,576 | New |
| Galvin, Gaustad & Stein, LLC | 6,600 | $261.9K | 0.02% | −500−7.0% | Reduced |
| Brio Consultants, LLC | 6,616 | $262.5K | 0.04% | −288−4.2% | Reduced |
| Gerber, LLC | 6,628 | $263.0K | 0.19% | −45−0.7% | Reduced |
| Goldstein Advisors, LLC | 6,630 | $263.1K | 0.04% | −186−2.7% | Reduced |
| waypoint wealth counsel | 6,669 | $264.6K | 0.18% | +993+17.5% | Added |
| Trail Ridge Investment Advisors, LLC | 6,276 | $265.7K | 0.13% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,698 | $265.8K | 0.05% | +349+5.5% | Added |
| Charter Oak Capital Management, LLC | 6,699 | $265.8K | 0.02% | +1,271+23.4% | Added |
| Constitution Capital LLC | 6,700 | $265.9K | 0.14% | −1,900−22.1% | Reduced |
| Waypoint Capital Advisors, LLC | 6,714 | $266.4K | 0.06% | −285−4.1% | Reduced |
| PSI Advisors, LLC | 6,718 | $266.6K | 0.08% | −1,250−15.7% | Reduced |
| Tranquilli Financial Advisor LLC | 6,743 | $267.6K | 0.17% | −38−0.6% | Reduced |
| Nvest Financial, LLC | 6,747 | $267.7K | 0.15% | +5+0.1% | Added |
| Wolff Wiese Magana LLC | 6,750 | $267.8K | 0.18% | +174+2.6% | Added |
| W Advisors, LLC | 6,766 | $268.5K | 0.17% | +279+4.3% | Added |
| Bangor Savings Bank | 6,771 | $268.7K | 0.03% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 6,778 | $269.0K | 0.05% | +364+5.7% | Added |
| Howard Financial Services, Ltd. | 6,788 | $269.3K | 0.04% | +15+0.2% | Added |
| Oak Harvest Investment Services | 6,792 | $269.5K | 0.04% | −1,325−16.3% | Reduced |
| NorthStar Asset Management LLC | 6,797 | $269.7K | 0.18% | +32+0.5% | Added |
| Tacita Capital Inc | 6,835 | $271.2K | 0.18% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,851 | $271.8K | 0.06% | +285+4.3% | Added |
| Keb Asset Management, LLC | 6,861 | $272.3K | 0.08% | +1,511+28.2% | Added |
| Ackerman Capital Advisors, LLC | 6,862 | $272.3K | 0.07% | 00.0% | Unchanged |
| Marex Group plc | 6,879 | $273.0K | 0.01% | −50,105−87.9% | Reduced |
| Marks Group Wealth Management, Inc | 6,892 | $273.5K | 0.03% | −1,162−14.4% | Reduced |
| Brass Tax Wealth Management, Inc | 6,911 | $274.2K | 0.06% | −4,184−37.7% | Reduced |
| Heritage Financial Services, LLC | 6,926 | $274.8K | 0.04% | −216−3.0% | Reduced |
| Indie Asset Partners, LLC | 6,926 | $274.8K | 0.21% | −478−6.5% | Reduced |
| Boothbay Fund Management, LLC | 6,931 | $275.0K | 0.01% | +1,565+29.2% | Added |
| My Personal CFO, LLC | 6,942 | $275.5K | 0.15% | +123+1.8% | Added |
| Beacon Financial Advisory LLC | 6,945 | $275.6K | 0.09% | −179−2.5% | Reduced |
| Fielder Capital Group LLC | 6,948 | $275.7K | 0.09% | −93−1.3% | Reduced |
| Montz Harcus Wealth Management LLC | 6,980 | $277.0K | 0.16% | +41+0.6% | Added |
| Fairfield, Bush & Co. | 6,985 | $277.2K | 0.16% | −75−1.1% | Reduced |
| Lee Johnson Capital Management, LLC | 6,985 | $277.2K | 0.14% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 6,987 | $277.2K | 0.23% | +223+3.3% | Added |
| Vista Wealth Management Group, LLC | 6,992 | $277.4K | 0.02% | +961+15.9% | Added |
| Oxinas Partners Wealth Management LLC | 6,994 | $277.5K | 0.17% | −1,037−12.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 7,001 | $277.8K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,013 | $278.3K | 0.02% | −644−8.4% | Reduced |
| Convergence Financial, LLC | 7,026 | $278.8K | 0.06% | −1,997−22.1% | Reduced |
| Single Point Partners, LLC | 7,021 | $279.0K | 0.44% | −60−0.8% | Reduced |
| Willow Creek Wealth Management Inc. | 7,042 | $279.4K | 0.03% | 00.0% | Unchanged |
| CIC Wealth, LLC | 7,066 | $280.4K | 0.07% | +20.0% | Added |
| First Bank & Trust | 7,075 | $280.7K | 0.05% | −248−3.4% | Reduced |
| FSM Wealth Advisors, LLC | 7,077 | $280.8K | 0.07% | +1,131+19.0% | Added |
| Weaver Consulting Group | 7,090 | $281.3K | 0.09% | −133−1.8% | Reduced |
| Paladin Advisory Group, LLC | 7,096 | $281.6K | 0.21% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 7,102 | $281.8K | 0.01% | +67+1.0% | Added |
| Garrett Investment Advisors LLC | 7,104 | $281.9K | 0.03% | +201+2.9% | Added |
| Acute Investment Advisory, LLC | 7,104 | $281.9K | 0.16% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 7,116 | $282.4K | 0.01% | +1,144+19.2% | Added |
| Capstone Triton Financial Group, LLC | 7,120 | $282.5K | 0.18% | −397−5.3% | Reduced |
| Ariston Services Group | 7,167 | $284.4K | 0.25% | −3,990−35.8% | Reduced |
| Atlas Private Wealth Advisors | 7,168 | $284.4K | 0.04% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 7,175 | $284.7K | 0.12% | −1,157−13.9% | Reduced |
| Widmann Financial Services, Inc. | 7,178 | $284.8K | 0.22% | −470−6.1% | Reduced |
| 49 Wealth Management, LLC | 7,178 | $284.8K | 0.05% | +7,178 | New |
| Fountainhead AM, LLC | 7,183 | $285.0K | 0.06% | −574−7.4% | Reduced |
| Sutton Place Investors LLC | 7,191 | $285.3K | 0.17% | +550+8.3% | Added |
| Blue Barn Wealth, LLC | 7,206 | $285.9K | 0.15% | −1,119−13.4% | Reduced |
| Morling Financial Advisors, LLC | 7,223 | $286.6K | 0.11% | +4+0.1% | Added |
| Northcape Wealth Management, LLC | 7,225 | $286.7K | 0.09% | 00.0% | Unchanged |
| Sentry LLC | 7,231 | $286.9K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 7,223 | $287.0K | 0.06% | +346+5.0% | Added |
| Barings LLC | 7,245 | $287.5K | 0.01% | +7,245 | New |
| Pennsylvania Capital Management Inc | 7,247 | $287.6K | 0.10% | +225+3.2% | Added |
| Wells Trecaso Financial Group, LLC | 7,262 | $288.1K | 0.09% | +6+0.1% | Added |
| Heartwood Wealth Advisors LLC | 7,282 | $288.9K | 0.03% | −2,743−27.4% | Reduced |
| Kraematon Investment Advisors, Inc | 7,294 | $289.4K | 0.28% | −1,865−20.4% | Reduced |
| Maltin Wealth Management, Inc. | 7,304 | $289.8K | 0.14% | +41+0.6% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,314 | $290.2K | 0.07% | −451−5.8% | Reduced |
| Sharper & Granite LLC | 7,320 | $290.5K | 0.13% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 7,333 | $291.0K | 0.10% | +1,191+19.4% | Added |
| Navis Wealth Advisors, LLC | 7,336 | $291.1K | 0.32% | 00.0% | Unchanged |
| Annandale Capital, LLC | 7,351 | $292.0K | 0.06% | +10.0% | Added |
| Wealth Group, Ltd. | 7,349 | $292.0K | 0.20% | +158+2.2% | Added |
| Salomon & Ludwin, LLC | 7,359 | $292.0K | 0.03% | −2,357−24.3% | Reduced |
| Allen Wealth Management, LLC | 7,362 | $292.1K | 0.20% | 00.0% | Unchanged |
| Wellington Wealth Strategies, LLC. | 6,999 | $292.7K | 0.22% | +6,999 | New |
| Gallagher Fiduciary Advisors, LLC | 7,387 | $293.1K | 0.06% | +2,063+38.7% | Added |
| Bordeaux Wealth Advisors LLC | 7,392 | $293.3K | 0.05% | +7,392 | New |
| Logan Capital Management Inc | 7,397 | $293.5K | 0.01% | +42+0.6% | Added |