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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 8,271 | $328.0K | 0.11% | +10.0% | Added |
| Waddell & Associates, LLC | 8,272 | $328.2K | 0.04% | +299+3.8% | Added |
| SC&H Financial Advisors, Inc. | 8,277 | $328.4K | 0.07% | −2,207−21.1% | Reduced |
| Abel Hall, LLC | 8,280 | $328.6K | 0.22% | −190−2.2% | Reduced |
| J. W. Coons Advisors, LLC | 8,286 | $328.8K | 0.08% | −1,390−14.4% | Reduced |
| Successful Portfolios LLC | 8,295 | $329.1K | 0.22% | 00.0% | Unchanged |
| United Bank | 8,310 | $329.7K | 0.04% | +192+2.4% | Added |
| Meridian Wealth Partners, LLC | 8,335 | $330.7K | 0.05% | +32+0.4% | Added |
| DDFG, Inc | 8,381 | $332.6K | 0.10% | −249−2.9% | Reduced |
| WealthShield Partners, LLC | 8,408 | $333.6K | 0.05% | −4,805−36.4% | Reduced |
| Cardinal Capital Management, Inc. | 8,432 | $334.6K | 0.01% | +642+8.2% | Added |
| Traveka Wealth, LLC | 8,459 | $335.7K | 0.17% | +711+9.2% | Added |
| Marshall Financial Group Inc | 8,467 | $336.0K | 0.10% | +53+0.6% | Added |
| STAR Financial Bank | 8,489 | $336.8K | 0.23% | −2,208−20.6% | Reduced |
| Summit Financial Strategies, Inc. | 8,497 | $337.1K | 0.04% | 00.0% | Unchanged |
| Motco | 8,501 | $337.3K | 0.03% | −263−3.0% | Reduced |
| Stablepoint Partners, LLC | 8,508 | $337.6K | 0.06% | +811+10.5% | Added |
| Westshore Wealth, LLC | 8,509 | $337.6K | 0.14% | −159−1.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,536 | $338.7K | 0.07% | +171+2.0% | Added |
| Kozak & Associates, Inc. | 7,924 | $339.1K | 0.08% | −295−3.6% | Reduced |
| Archford Capital Strategies, LLC | 8,108 | $339.8K | 0.05% | +1,300+19.1% | Added |
| Tucker Asset Management LLC | 8,582 | $340.5K | 0.08% | +1,284+17.6% | Added |
| GSB Wealth Management, LLC | 8,584 | $340.6K | 0.09% | −245−2.8% | Reduced |
| MBA Advisors LLC | 8,612 | $341.7K | 0.16% | +107+1.3% | Added |
| Sendero Wealth Management, LLC | 8,627 | $342.3K | 0.05% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 8,640 | $342.9K | 0.19% | −500−5.5% | Reduced |
| Ti-Trust, Inc | 8,646 | $343.1K | 0.25% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8,650 | $343.2K | 0.07% | −397−4.4% | Reduced |
| Versant Capital Management, Inc | 8,655 | $343.4K | 0.08% | +1,243+16.8% | Added |
| Zions Bancorporation, N.A. | 8,656 | $343.5K | 0.03% | −12,927−59.9% | Reduced |
| WR Wealth Planners, LLC | 8,666 | $343.9K | 0.10% | −2,831−24.6% | Reduced |
| Valley National Advisers Inc | 8,674 | $344.0K | 0.06% | −2,695−23.7% | Reduced |
| Prossimo Advisors, LLC | 8,660 | $344.0K | 0.25% | +8,660 | New |
| Warwick Investment Management, Inc. | 8,688 | $344.7K | 0.08% | +65+0.8% | Added |
| Evermay Wealth Management LLC | 8,728 | $346.3K | 0.06% | −200−2.2% | Reduced |
| Zhang Financial LLC | 8,733 | $346.5K | 0.02% | +160+1.9% | Added |
| WealthPLAN Partners, LLC | 8,749 | $347.2K | 0.05% | −20,077−69.6% | Reduced |
| HC Advisors, LLC | 8,765 | $347.8K | 0.29% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 8,778 | $348.3K | 0.04% | +715+8.9% | Added |
| Kolinsky Wealth Management, LLC | 8,778 | $348.3K | 0.23% | +493+6.0% | Added |
| Southland Equity Partners LLC | 8,785 | $348.6K | 0.08% | +723+9.0% | Added |
| Twelve Points Wealth Management LLC | 8,808 | $349.5K | 0.11% | +369+4.4% | Added |
| Park Place Capital Corp | 8,829 | $350.3K | 0.10% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 8,831 | $350.4K | 0.14% | +1,009+12.9% | Added |
| Jackson Hole Capital Partners, LLC | 8,832 | $350.5K | 0.07% | −1,165−11.7% | Reduced |
| Eagle Wealth Strategies LLC | 8,844 | $350.9K | 0.26% | −209−2.3% | Reduced |
| Mezzasalma Advisors, LLC | 8,922 | $354.0K | 0.14% | +418+4.9% | Added |
| Charles Schwab Trust Co | 8,955 | $355.3K | 0.03% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 8,964 | $355.7K | 0.02% | −64−0.7% | Reduced |
| Quantum Financial Advisors, LLC | 8,970 | $355.9K | 0.06% | +657+7.9% | Added |
| Private Capital Management, LLC | 8,999 | $357.1K | 0.04% | −1,568−14.8% | Reduced |
| LCNB Corp | 9,008 | $357.4K | 0.13% | −1,952−17.8% | Reduced |
| Powers Advisory Group, LLC | 9,009 | $357.5K | 0.18% | +42+0.5% | Added |
| London Co of Virginia | 9,040 | $358.7K | 0.00% | −1,153−11.3% | Reduced |
| Sequent Planning LLC | 9,072 | $360.0K | 0.12% | −41−0.4% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $360.3K | 0.17% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 9,097 | $361.0K | 0.30% | +9+0.1% | Added |
| Greystone Financial Group, LLC | 9,099 | $361.0K | 0.06% | 00.0% | Unchanged |
| Jacobsen Capital Management | 9,099 | $361.0K | 0.15% | +1,113+13.9% | Added |
| Pingora Partners LLC | 9,111 | $361.5K | 0.26% | −461−4.8% | Reduced |
| Lakeridge Wealth Management LLC | 9,113 | $361.6K | 0.20% | +6+0.1% | Added |
| Triton Wealth Management, PLLC | 9,218 | $362.3K | 0.21% | 00.0% | Unchanged |
| Miramar Capital, LLC | 9,166 | $363.7K | 0.08% | −12,048−56.8% | Reduced |
| TCFG Wealth Management, LLC | 9,179 | $364.2K | 0.18% | +9,179 | New |
| Garde Capital, Inc. | 9,209 | $365.0K | 0.02% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 9,209 | $365.4K | 0.19% | −974−9.6% | Reduced |
| Bruce G. Allen Investments, LLC | 9,235 | $366.4K | 0.28% | −46−0.5% | Reduced |
| Black Swift Group, LLC | 9,250 | $367.0K | 0.08% | +2,750+42.3% | Added |
| Gould Asset Management LLC | 9,279 | $368.2K | 0.08% | +3,000+47.8% | Added |
| Sonata Capital Group Inc | 9,300 | $369.0K | 0.16% | −300−3.1% | Reduced |
| Financial Security Advisor, Inc. | 9,304 | $369.2K | 0.09% | +96+1.0% | Added |
| Nadler Financial Group, Inc. | 9,328 | $370.1K | 0.04% | −94−1.0% | Reduced |
| Rosenberg Matthew Hamilton | 9,348 | $370.9K | 0.10% | +191+2.1% | Added |
| Arthur M. Cohen & Associates, LLC | 9,363 | $371.5K | 0.07% | −1,193−11.3% | Reduced |
| AlphaStar Capital Management, LLC | 9,366 | $371.6K | 0.03% | +450+5.0% | Added |
| Townsend & Associates, Inc | 8,778 | $371.7K | 0.04% | −237−2.6% | Reduced |
| Ellis Investment Partners, LLC | 9,381 | $372.2K | 0.07% | −812−8.0% | Reduced |
| Everstar Asset Management, LLC | 9,385 | $372.4K | 0.26% | +9,385 | New |
| Almanack Investment Partners, LLC. | 9,395 | $372.8K | 0.06% | +608+6.9% | Added |
| Northern Oak Wealth Management Inc | 9,414 | $373.5K | 0.04% | −8,099−46.2% | Reduced |
| Carr Financial Group Corp | 9,418 | $373.7K | 0.11% | +6+0.1% | Added |
| Riversedge Advisors, LLC | 9,428 | $374.1K | 0.08% | −41−0.4% | Reduced |
| Seeds Investor LLC | 9,442 | $374.7K | 0.14% | +2,781+41.8% | Added |
| Centurion Wealth Management LLC | 9,495 | $376.8K | 0.12% | +9,495 | New |
| Centric Wealth Management | 8,320 | $377.8K | 0.10% | −152−1.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 9,525 | $378.0K | 0.15% | +1,776+22.9% | Added |
| American Trust | 9,534 | $378.3K | 0.03% | −995−9.5% | Reduced |
| TrueWealth Advisors, LLC | 9,537 | $378.4K | 0.13% | +229+2.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,564 | $379.5K | 0.03% | +1,761+22.6% | Added |
| New England Professional Planning Group Inc. | 9,583 | $380.3K | 0.19% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 9,593 | $380.6K | 0.04% | +96+1.0% | Added |
| Aveo Capital Partners, LLC | 9,603 | $381.0K | 0.04% | +3,326+53.0% | Added |
| Bath Savings Trust Co | 9,620 | $381.7K | 0.04% | +500+5.5% | Added |
| Cherrydale Wealth Management, LLC | 9,628 | $382.0K | 0.16% | +10+0.1% | Added |
| Consilium Wealth Advisory, LLC | 9,633 | $382.2K | 0.21% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9,655 | $383.1K | 0.10% | +10.0% | Added |
| Walker Asset Management, LLC | 9,684 | $384.3K | 0.24% | −246−2.5% | Reduced |
| Channel Wealth LLC | 9,712 | $385.4K | 0.13% | −10.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 9,743 | $386.6K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,749 | $386.8K | 0.06% | 00.0% | Unchanged |