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 |
|---|---|---|---|---|---|
| Obsidian Personal Planning Solutions LLC | 9,272 | $387.8K | 0.20% | +85+0.9% | Added |
| Occidental Asset Management, LLC | 9,787 | $388.3K | 0.06% | +1,183+13.7% | Added |
| Orrstown Financial Services Inc | 9,793 | $388.6K | 0.11% | +9,793 | New |
| BOS Asset Management, LLC | 9,803 | $389.0K | 0.14% | −1,102−10.1% | Reduced |
| Lokken Investment Group LLC | 9,821 | $389.7K | 0.16% | +70+0.7% | Added |
| Van Strum & Towne Inc. | 9,824 | $389.8K | 0.13% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 9,829 | $390.0K | 0.06% | +467+5.0% | Added |
| Romano Brothers and Company | 9,838 | $390.4K | 0.05% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,841 | $390.5K | 0.15% | +10.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 9,858 | $392.4K | 0.21% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 9,908 | $393.2K | 0.06% | +586+6.3% | Added |
| Brandywine Oak Private Wealth LLC | 9,917 | $393.5K | 0.04% | −30.0% | Reduced |
| Oxford Financial Group Ltd | 9,922 | $393.7K | 0.02% | −8,684−46.7% | Reduced |
| Kavar Capital Partners Group, LLC | 9,925 | $393.8K | 0.06% | −753−7.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 9,928 | $394.0K | 0.23% | −73−0.7% | Reduced |
| Alliance Wealth Management Group | 9,929 | $394.0K | 0.10% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 9,957 | $395.1K | 0.16% | +63+0.6% | Added |
| Foster Group, Inc. | 9,959 | $395.2K | 0.01% | −225−2.2% | Reduced |
| RS Crum Inc. | 9,990 | $396.4K | 0.09% | +7+0.1% | Added |
| Red Wave Investments LLC | 9,991 | $396.4K | 0.14% | 00.0% | Unchanged |
| WMS Partners, LLC | 10,018 | $397.5K | 0.02% | −2,571−20.4% | Reduced |
| Financial Council Asset Management Inc | 10,021 | $397.6K | 0.21% | +7+0.1% | Added |
| Executive Wealth Management, LLC | 10,056 | $399.0K | 0.03% | +10,056 | New |
| Essex Savings Bank | 10,097 | $400.6K | 0.10% | −2,021−16.7% | Reduced |
| Southeast Asset Advisors Inc. | 10,110 | $401.2K | 0.04% | +40.0% | Added |
| Beta Wealth Group, Inc. | 10,115 | $401.4K | 0.18% | +3,105+44.3% | Added |
| Adamsbrown Wealth Consultants LLC | 10,118 | $401.5K | 0.14% | −43−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 10,140 | $402.4K | 0.05% | +10,140 | New |
| Dover Advisors, LLC | 10,145 | $402.6K | 0.23% | −528−4.9% | Reduced |
| Clark Financial Services Group Inc | 10,163 | $403.3K | 0.37% | +1,260+14.2% | Added |
| Pathway Financial Advisors LLC | 10,163 | $403.3K | 0.10% | −55−0.5% | Reduced |
| Bullock Wealth Management Group | 10,288 | $403.5K | 0.24% | −36−0.3% | Reduced |
| My Legacy Advisors, LLC | 10,175 | $403.7K | 0.16% | +10,175 | New |
| Beirne Wealth Consulting Services, LLC | 10,234 | $406.1K | 0.14% | −584−5.4% | Reduced |
| Intrua Financial, LLC | 10,277 | $407.8K | 0.07% | −2,920−22.1% | Reduced |
| Vicus Capital | 10,279 | $407.9K | 0.04% | −3,757−26.8% | Reduced |
| Capula Management Ltd | 10,286 | $408.1K | 0.01% | +6,686+185.7% | Added |
| Gilman Hill Asset Management, LLC | 10,297 | $408.6K | 0.07% | +10,297 | New |
| Cornerstone Management, Inc. | 10,300 | $408.7K | 0.09% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 10,329 | $409.8K | 0.02% | +40+0.4% | Added |
| Select Asset Management & Trust | 10,367 | $411.0K | 0.15% | −7,475−41.9% | Reduced |
| BlueChip Wealth Advisors LLC | 10,361 | $411.2K | 0.22% | −2,305−18.2% | Reduced |
| SFMG, LLC | 10,363 | $411.2K | 0.03% | −1,450−12.3% | Reduced |
| Brave Asset Management Inc | 10,375 | $411.7K | 0.10% | −100−1.0% | Reduced |
| Larson Financial Group LLC | 10,382 | $411.9K | 0.02% | +1,583+18.0% | Added |
| Stone Point Wealth LLC | 10,400 | $412.7K | 0.13% | −100−1.0% | Reduced |
| FDx Advisors, Inc. | 10,476 | $416.0K | 0.11% | +10,476 | New |
| KWB Wealth | 10,466 | $416.2K | 0.05% | +40+0.4% | Added |
| Arlington Trust Co LLC | 10,503 | $416.8K | 0.09% | +110+1.1% | Added |
| Certified Advisory Corp | 10,506 | $416.9K | 0.05% | +1,056+11.2% | Added |
| Boyd Watterson Asset Management LLC | 10,523 | $417.6K | 0.11% | −552−5.0% | Reduced |
| Delta Investment Management, LLC | 10,541 | $418.3K | 0.09% | +281+2.7% | Added |
| Wedge Capital Management L L P | 10,551 | $418.7K | 0.01% | +54+0.5% | Added |
| Confluence Investment Management LLC | 10,591 | $420.3K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 10,605 | $420.8K | 0.09% | +10,605 | New |
| Financial Management Professionals, Inc. | 10,606 | $421.0K | 0.05% | −1,829−14.7% | Reduced |
| Keebeck Wealth Management, LLC | 10,622 | $421.5K | 0.06% | +52+0.5% | Added |
| Cohen & Steers, Inc. | 10,625 | $422.0K | 0.00% | +202+1.9% | Added |
| First Financial Corp | 10,672 | $423.5K | 0.20% | −88−0.8% | Reduced |
| Integris Wealth Management, LLC | 10,688 | $424.1K | 0.12% | +970+10.0% | Added |
| Alpine Bank Wealth Management | 10,695 | $424.4K | 0.07% | +10,695 | New |
| Affinity Capital Advisors, LLC | 10,720 | $425.4K | 0.08% | +3,215+42.8% | Added |
| Cozad Asset Management Inc | 10,734 | $425.9K | 0.04% | −430−3.9% | Reduced |
| Traphagen Investment Advisors LLC | 10,734 | $425.9K | 0.04% | −296−2.7% | Reduced |
| Apella Capital, LLC | 10,870 | $426.4K | 0.02% | −392−3.5% | Reduced |
| Blueshift Asset Management, LLC | 10,756 | $426.8K | 0.11% | +10,756 | New |
| Oldfather Financial Services, LLC | 10,767 | $427.2K | 0.16% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 10,772 | $427.4K | 0.05% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,778 | $427.7K | 0.01% | −284−2.6% | Reduced |
| TBH Global Asset Management, LLC | 10,787 | $428.0K | 0.09% | +104+1.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 10,805 | $428.7K | 0.02% | −2,153−16.6% | Reduced |
| Verus Financial Partners, Inc. | 10,940 | $429.1K | 0.05% | −250−2.2% | Reduced |
| Toth Financial Advisory Corp | 10,820 | $429.4K | 0.05% | +40.0% | Added |
| Sollinda Capital Management LLC | 10,840 | $430.1K | 0.12% | −1,000−8.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 10,855 | $430.7K | 0.10% | +189+1.8% | Added |
| Promethium Advisors,llc | 10,865 | $431.1K | 0.30% | +10,865 | New |
| Silver Oak Securities, Inc | 10,945 | $431.3K | 0.05% | +3,164+40.7% | Added |
| Evergreen Wealth Solutions, LLC | 10,922 | $433.4K | 0.29% | −1,340−10.9% | Reduced |
| Chapman Investment Management, LLC | 10,922 | $433.4K | 0.32% | +10.0% | Added |
| Brophy Wealth Management, LLC | 10,937 | $434.0K | 0.16% | +10,937 | New |
| Townsend Asset Management Corp | 10,952 | $434.6K | 0.16% | −78−0.7% | Reduced |
| Keystone Financial Services | 10,972 | $435.4K | 0.17% | +757+7.4% | Added |
| Round Hill Asset Management | 10,993 | $436.2K | 0.29% | −665−5.7% | Reduced |
| Werba Rubin Papier Wealth Management | 10,998 | $436.4K | 0.10% | +2,282+26.2% | Added |
| Smithbridge Asset Management Inc | 11,012 | $437.0K | 0.08% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 11,056 | $438.7K | 0.04% | +352+3.3% | Added |
| BCJ Capital Management, LLC | 11,082 | $439.7K | 0.03% | −266−2.3% | Reduced |
| Prelude Capital Management, LLC | 11,085 | $439.9K | 0.03% | −5,925−34.8% | Reduced |
| Sara-Bay Financial | 11,100 | $440.4K | 0.18% | −3,348−23.2% | Reduced |
| Twin City Private Wealth, LLC | 11,105 | $440.7K | 0.38% | +158+1.4% | Added |
| D L Carlson Investment Group Inc | 11,121 | $441.3K | 0.08% | −2,216−16.6% | Reduced |
| Klingman & Associates, LLC | 11,139 | $442.0K | 0.03% | +416+3.9% | Added |
| Cypress Wealth Services, LLC | 11,147 | $442.3K | 0.09% | +146+1.3% | Added |
| ABLE Financial Group, LLC | 11,213 | $444.9K | 0.14% | −40−0.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,227 | $445.5K | 0.10% | −566−4.8% | Reduced |
| L & S Advisors Inc | 11,248 | $446.3K | 0.05% | +620+5.8% | Added |
| Geller Advisors LLC | 11,250 | $446.4K | 0.03% | −5,427−32.5% | Reduced |
| NFP Retirement, Inc. | 11,264 | $447.0K | 0.04% | −7,667−40.5% | Reduced |
| Semus Wealth Partners LLC | 11,280 | $447.6K | 0.31% | +429+4.0% | Added |
| Freedom Day Solutions, LLC | 11,289 | $447.9K | 0.14% | 00.0% | Unchanged |