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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 7,401 | $293.7K | 0.23% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,418 | $294.0K | 0.01% | −188−2.5% | Reduced |
| Hummer Financial Advisory Services Inc | 7,422 | $294.5K | 0.23% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 7,424 | $294.6K | 0.22% | +30.0% | Added |
| Walkner Condon Financial Advisors LLC | 7,430 | $294.8K | 0.06% | −290−3.8% | Reduced |
| Financial Insights, Inc. | 7,430 | $294.8K | 0.09% | −721−8.8% | Reduced |
| Lincoln Capital LLC | 7,442 | $295.3K | 0.06% | +627+9.2% | Added |
| Texas Capital Bancshares Inc | 7,444 | $295.4K | 0.12% | −21−0.3% | Reduced |
| Avenue 1 Advisors, LLC | 7,446 | $295.5K | 0.11% | −82−1.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 7,474 | $296.6K | 0.07% | +17+0.2% | Added |
| Bull Street Advisors, LLC | 7,487 | $297.0K | 0.14% | 00.0% | Unchanged |
| BCS Wealth Management | 7,492 | $297.0K | 0.13% | +176+2.4% | Added |
| Clarity Capital Partners LLC | 7,486 | $297.0K | 0.18% | −24−0.3% | Reduced |
| SNS Financial Group, LLC | 7,487 | $297.1K | 0.03% | −296−3.8% | Reduced |
| WFA of San Diego, LLC | 7,493 | $297.3K | 0.25% | −43−0.6% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $298.0K | 0.01% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 7,533 | $298.9K | 0.02% | +7+0.1% | Added |
| Sachetta, LLC | 7,555 | $299.8K | 0.12% | +4,241+128.0% | Added |
| Alhambra Investment Partners LLC | 7,564 | $300.1K | 0.16% | +1,194+18.7% | Added |
| Strategy Asset Managers LLC | 7,567 | $300.2K | 0.06% | −426−5.3% | Reduced |
| Ewa, LLC | 6,541 | $300.3K | 0.11% | +59+0.9% | Added |
| Bellevue Asset Management, LLC | 7,568 | $300.3K | 0.15% | +9+0.1% | Added |
| Pettee Investors, Inc. | 7,571 | $300.4K | 0.15% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 7,581 | $300.8K | 0.18% | +523+7.4% | Added |
| Capital Advisors, Ltd. LLC | 7,588 | $301.0K | 0.04% | −278−3.5% | Reduced |
| BHK Investment Advisors, LLC | 7,590 | $301.2K | 0.11% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 7,590 | $301.2K | 0.51% | +7,590 | New |
| Riverview Capital Advisers, LLC | 7,598 | $301.5K | 0.09% | −198−2.5% | Reduced |
| Indiana Trust & Investment Management CO | 7,600 | $301.6K | 0.10% | +500+7.0% | Added |
| Collective Family Office LLC | 7,616 | $302.2K | 0.08% | −717−8.6% | Reduced |
| Sandy Cove Advisors, LLC | 7,631 | $302.8K | 0.12% | +101+1.3% | Added |
| Ashton Thomas Securities, LLC | 7,631 | $302.8K | 0.06% | +2,740+56.0% | Added |
| Advanced Portfolio Management, LLC | 7,634 | $302.9K | 0.31% | −6,616−46.4% | Reduced |
| Beckerman Institutional, LLC | 7,626 | $303.0K | 0.26% | +7,626 | New |
| Byrne Asset Management LLC | 7,666 | $304.2K | 0.21% | −1,125−12.8% | Reduced |
| Retirement Planning Group | 7,672 | $304.4K | 0.02% | +2,596+51.1% | Added |
| Lodestar Private Asset Management LLC | 7,675 | $304.6K | 0.04% | −1,831−19.3% | Reduced |
| Facet Wealth, Inc. | 7,302 | $304.9K | 0.01% | +7,302 | New |
| EPG Wealth Management LLC | 7,686 | $305.0K | 0.08% | +7,686 | Added |
| BNC Wealth Management, LLC | 7,689 | $305.1K | 0.11% | +10.0% | Added |
| Coyle Financial Counsel LLC | 7,673 | $305.2K | 0.11% | +211+2.8% | Added |
| Planned Solutions, Inc. | 7,698 | $305.5K | 0.12% | +281+3.8% | Added |
| Morse Asset Management, Inc | 7,700 | $305.5K | 0.07% | +7,700 | New |
| TriaGen Wealth Management LLC | 7,704 | $305.7K | 0.10% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 7,705 | $305.7K | 0.13% | +630+8.9% | Added |
| Tandem Wealth Advisors LLC | 7,736 | $307.0K | 0.16% | −23−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 7,726 | $307.0K | 0.03% | +1,835+31.1% | Added |
| KC Investment Advisors, LLC | 7,750 | $307.5K | 0.13% | +7,750 | New |
| Burt Wealth Advisors | 7,758 | $307.8K | 0.08% | −344−4.2% | Reduced |
| Investment Advisory Group, LLC | 7,759 | $307.9K | 0.11% | +54+0.7% | Added |
| Hills Bank & Trust Co | 7,776 | $308.6K | 0.02% | +218+2.9% | Added |
| Tompkins Financial Corp | 7,777 | $308.6K | 0.03% | +453+6.2% | Added |
| Websterrogers Financial Advisors, LLC | 7,778 | $308.6K | 0.11% | −589−7.0% | Reduced |
| Insight Wealth Strategies, LLC | 7,792 | $309.2K | 0.04% | +7,792 | New |
| Royal Fund Management, LLC | 7,792 | $309.2K | 0.02% | +97+1.3% | Added |
| CoreFirst Bank & Trust | 7,798 | $309.4K | 0.18% | 00.0% | Unchanged |
| Encompass More Asset Management | 7,802 | $309.6K | 0.12% | +2,237+40.2% | Added |
| Hengehold Capital Management LLC | 7,813 | $310.0K | 0.03% | +1,555+24.8% | Added |
| Elevated Capital Advisors, LLC | 7,827 | $310.6K | 0.08% | +7,827 | New |
| Mill Creek Capital Advisors, LLC | 7,841 | $311.1K | 0.01% | −1,042−11.7% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 7,848 | $311.4K | 0.20% | −2,900−27.0% | Reduced |
| Pflug Koory, LLC | 7,850 | $311.5K | 0.15% | +7,850 | New |
| Vista Capital Partners, Inc. | 7,859 | $311.8K | 0.04% | −336−4.1% | Reduced |
| Hall Laurie J Trustee | 7,857 | $312.0K | 0.10% | −100−1.3% | Reduced |
| Ethos Financial Group, LLC | 7,677 | $312.0K | 0.05% | +275+3.7% | Added |
| Founders Financial Securities LLC | 7,865 | $312.1K | 0.03% | −5,272−40.1% | Reduced |
| Consolidated Planning Corp | 7,866 | $312.1K | 0.05% | +479+6.5% | Added |
| Hardy Reed LLC | 7,877 | $312.6K | 0.03% | −7−0.1% | Reduced |
| Annex Advisory Services, LLC | 7,895 | $313.3K | 0.01% | −30.0% | Reduced |
| Financial Perspectives, Inc | 7,899 | $313.4K | 0.11% | −359−4.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 7,906 | $313.7K | 0.23% | −299−3.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 6,850 | $314.2K | 0.19% | +827+13.7% | Added |
| Osborne Partners Capital Management, LLC | 7,932 | $314.7K | 0.02% | −615−7.2% | Reduced |
| Intergy Private Wealth, LLC | 7,938 | $315.0K | 0.12% | +200+2.6% | Added |
| Cascade Investment Group, Inc. | 7,977 | $316.5K | 0.23% | +1,897+31.2% | Added |
| Core Wealth Partners LLC | 7,989 | $317.0K | 0.19% | +2,253+39.3% | Added |
| Sage Investment Advisers LLC | 7,999 | $317.4K | 0.33% | −1,103−12.1% | Reduced |
| Community Trust & Investment Co | 8,035 | $318.8K | 0.02% | +8,035 | New |
| UMA Financial Services, Inc. | 7,570 | $319.0K | 0.06% | +604+8.7% | Added |
| BBR Partners, LLC | 8,039 | $319.0K | 0.02% | −476−5.6% | Reduced |
| Financial Advisors, LLC | 8,061 | $319.9K | 0.06% | 00.0% | Unchanged |
| Wintrust Investments LLC | 8,065 | $320.0K | 0.24% | −78,466−90.7% | Reduced |
| Keudell/Morrison Wealth Management | 8,068 | $320.1K | 0.09% | −13,640−62.8% | Reduced |
| Visionary Horizons, LLC | 8,073 | $320.4K | 0.21% | −5,857−42.0% | Reduced |
| Mirador Capital Partners LP | 8,075 | $320.4K | 0.06% | +43+0.5% | Added |
| CFM Wealth Partners LLC | 8,083 | $320.7K | 0.06% | +200+2.5% | Added |
| MKT Advisors LLC | 8,176 | $320.7K | 0.15% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,120 | $322.2K | 0.08% | −12−0.1% | Reduced |
| MQS Management LLC | 8,121 | $322.2K | 0.18% | +8,121 | New |
| WealthBridge Capital Management, LLC | 8,124 | $322.4K | 0.09% | +1,515+22.9% | Added |
| Old North State Wealth Management, LLC | 8,130 | $322.6K | 0.18% | −217−2.6% | Reduced |
| Jag Capital Management, LLC | 8,177 | $324.4K | 0.04% | −2,840−25.8% | Reduced |
| Sanders Morris Harris LLC | 8,180 | $324.6K | 0.05% | −23−0.3% | Reduced |
| Great Diamond Partners, LLC | 8,181 | $324.6K | 0.08% | −5,265−39.2% | Reduced |
| New World Advisors LLC | 8,200 | $325.4K | 0.08% | −400−4.7% | Reduced |
| Sageworth Trust Co | 8,206 | $325.6K | 0.02% | +8,206 | New |
| AXS Investments LLC | 8,234 | $326.7K | 0.09% | −1,560−15.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 8,257 | $327.6K | 0.19% | −20−0.2% | Reduced |
| Trilogy Capital Inc. | 8,258 | $327.7K | 0.02% | −760−8.4% | Reduced |
| St Germain D J Co Inc | 8,265 | $328.0K | 0.02% | −388−4.5% | Reduced |