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
- 2,988
- +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
- 1,148 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Abbot Financial Management, Inc. | 100,780 | $4.00M | 2.01% | +934+0.9% | Added |
| Merit Financial Group, LLC | 100,504 | $3.99M | 0.09% | −17,609−14.9% | Reduced |
| Hilton Capital Management, LLC | 100,401 | $3.98M | 0.31% | +100,401 | New |
| Capital Investment Advisory Services, LLC | 99,627 | $3.95M | 0.37% | +1,410+1.4% | Added |
| apricus wealth, LLC | 99,535 | $3.95M | 2.60% | −6,285−5.9% | Reduced |
| NorthRock Partners, LLC | 99,533 | $3.95M | 0.13% | +1,966+2.0% | Added |
| Lazari Capital Management, Inc. | 99,245 | $3.94M | 1.68% | −5,455−5.2% | Reduced |
| Check Capital Management Inc | 99,081 | $3.93M | 0.28% | −2,796−2.7% | Reduced |
| Winning Points Advisors, LLC | 142,580 | $3.93M | 7.44% | +142,580 | New |
| Pacifica Partners Inc. | 98,715 | $3.92M | 1.62% | −440−0.4% | Reduced |
| Gleason Group, Inc. | 98,434 | $3.91M | 0.72% | −1,085−1.1% | Reduced |
| Qtron Investments LLC | 98,409 | $3.90M | 0.53% | +8,784+9.8% | Added |
| Gables Capital Management Inc. | 98,292 | $3.90M | 1.97% | −1,717−1.7% | Reduced |
| Plancorp, LLC | 97,821 | $3.88M | 0.16% | −522−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 97,736 | $3.88M | 0.43% | −63,821−39.5% | Reduced |
| Mutual Advisors, LLC | 90,902 | $3.88M | 0.11% | −724−0.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 97,624 | $3.87M | 0.27% | +760+0.8% | Added |
| Glassy Mountain Advisors, Inc. | 97,494 | $3.87M | 1.36% | +3,495+3.7% | Added |
| Principal Securities, Inc. | 96,930 | $3.85M | 0.09% | +13,105+15.6% | Added |
| NewEdge Wealth, LLC | 96,557 | $3.83M | 0.07% | +14,015+17.0% | Added |
| Belmont Capital, LLC | 96,434 | $3.83M | 0.64% | −1,920−2.0% | Reduced |
| Whittier Trust Co | 96,090 | $3.81M | 0.05% | −10.0% | Reduced |
| St. Johns Investment Management Company, LLC | 96,077 | $3.81M | 1.79% | −3,244−3.3% | Reduced |
| Princeton Global Asset Management LLC | 95,991 | $3.81M | 0.74% | +2,712+2.9% | Added |
| Moody National Bank Trust Division | 95,991 | $3.81M | 0.41% | +14,004+17.1% | Added |
| 1st Source Bank | 95,654 | $3.80M | 0.21% | −509−0.5% | Reduced |
| Front Street Capital Management, Inc. | 95,609 | $3.79M | 0.61% | −13,889−12.7% | Reduced |
| Patten & Patten Inc | 95,316 | $3.78M | 0.25% | −8,635−8.3% | Reduced |
| Group One Trading, L.P. | 95,235 | $3.78M | 0.15% | −43,255−31.2% | Reduced |
| Joel Isaacson & Co., LLC | 94,676 | $3.76M | 0.18% | −15,772−14.3% | Reduced |
| Independent Financial Group, LLC | 94,647 | $3.76M | 0.14% | −7,300−7.2% | Reduced |
| FineMark National Bank & Trust | 94,605 | $3.75M | 0.13% | −3,558−3.6% | Reduced |
| Integrated Advisors Network LLC | 94,451 | $3.75M | 0.18% | +5,193+5.8% | Added |
| Capital Investment Counsel, Inc | 94,375 | $3.74M | 0.54% | −2,488−2.6% | Reduced |
| GAMMA Investing LLC | 94,287 | $3.74M | 0.37% | +11,909+14.5% | Added |
| Marco Investment Management LLC | 93,669 | $3.72M | 0.32% | 00.0% | Unchanged |
| S&CO Inc | 93,652 | $3.72M | 0.24% | −500−0.5% | Reduced |
| Forum Financial Management, LP | 93,580 | $3.71M | 0.06% | −1,302−1.4% | Reduced |
| Global Retirement Partners, LLC | 93,115 | $3.69M | 0.11% | −8,930−8.8% | Reduced |
| Long Focus Capital Management, LLC | 93,000 | $3.69M | 0.33% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 92,823 | $3.68M | 0.26% | +88,252+1,930.7% | Added |
| Buckingham Strategic Partners | 92,790 | $3.68M | 0.08% | +2,377+2.6% | Added |
| RNC Capital Management LLC | 92,445 | $3.68M | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 92,534 | $3.67M | 0.04% | −2,953−3.1% | Reduced |
| TCW Group Inc | 92,293 | $3.66M | 0.03% | −2,933−3.1% | Reduced |
| Brick & Kyle, Associates | 92,977 | $3.66M | 1.57% | +6,707+7.8% | Added |
| Embree Financial Group | 92,179 | $3.66M | 0.65% | −321−0.3% | Reduced |
| Verdence Capital Advisors LLC | 91,377 | $3.63M | 0.29% | −2,704−2.9% | Reduced |
| Meridian Investment Counsel Inc. | 91,091 | $3.61M | 1.09% | −3,633−3.8% | Reduced |
| Bank of New Hampshire | 90,867 | $3.61M | 0.90% | +95+0.1% | Added |
| Argyle Capital Management Inc. | 90,759 | $3.60M | 1.43% | −8,284−8.4% | Reduced |
| Argent Financial Group, Inc. | 90,661 | $3.60M | 0.43% | +90,661 | New |
| Lyell Wealth Management, LP | 90,618 | $3.60M | 0.33% | −14,606−13.9% | Reduced |
| Cidel Asset Management Inc | 90,482 | $3.59M | 0.25% | −3,562−3.8% | Reduced |
| Magnetar Financial LLC | 90,227 | $3.58M | 0.08% | +90,227 | New |
| Gold Investment Management Ltd. | 90,628 | $3.58M | 1.50% | −3,104−3.3% | Reduced |
| Iowa State Bank | 90,187 | $3.58M | 0.74% | +18,783+26.3% | Added |
| BancorpSouth Bank | 90,026 | $3.57M | 0.25% | −3,174−3.4% | Reduced |
| EULAV Asset Management | 90,000 | $3.57M | 0.09% | −20,000−18.2% | Reduced |
| Park National Corp | 89,877 | $3.57M | 0.12% | −5,544−5.8% | Reduced |
| Norden Group LLC | 89,621 | $3.56M | 0.42% | +38,785+76.3% | Added |
| Sterling Capital Management LLC | 89,421 | $3.55M | 0.05% | +89,421 | New |
| ProVise Management Group, LLC | 89,325 | $3.54M | 0.28% | +1,694+1.9% | Added |
| Kornitzer Capital Management Inc | 89,310 | $3.54M | 0.07% | −8,021−8.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 89,056 | $3.53M | 2.04% | +3,547+4.1% | Added |
| Hancock Whitney Corp | 88,943 | $3.53M | 0.11% | −1,575−1.7% | Reduced |
| Hollencrest Capital Management | 88,445 | $3.51M | 0.14% | +932+1.1% | Added |
| Meitav Dash Investments Ltd | 87,281 | $3.49M | 0.06% | +10,739+14.0% | Added |
| Fayez Sarofim & Co | 87,992 | $3.49M | 0.01% | −28,113−24.2% | Reduced |
| Evercore Wealth Management, LLC | 87,918 | $3.49M | 0.05% | −764−0.9% | Reduced |
| American Assets Inc | 87,500 | $3.47M | 1.14% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 87,400 | $3.47M | 1.58% | +4,114+4.9% | Added |
| Banco de Sabadell, S.A | 87,429 | $3.47M | 2.60% | +1,112+1.3% | Added |
| Convergence Investment Partners, LLC | 87,316 | $3.46M | 0.93% | +4,056+4.9% | Added |
| Plimoth Trust Co LLC | 87,230 | $3.46M | 0.87% | −3,843−4.2% | Reduced |
| Ami Investment Management Inc | 87,147 | $3.46M | 1.17% | −1,282−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 86,397 | $3.45M | 0.17% | +350.0% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.44M | 0.41% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 86,347 | $3.43M | 0.32% | −14,331−14.2% | Reduced |
| Graypoint LLC | 86,021 | $3.41M | 0.22% | +1,320+1.6% | Added |
| Wright Investors Service Inc | 85,853 | $3.41M | 0.89% | −239−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 85,677 | $3.40M | 0.18% | −669−0.8% | Reduced |
| Delta Capital Management LLC | 85,230 | $3.38M | 1.95% | −70−0.1% | Reduced |
| Kerrisdale Advisers, LLC | 85,129 | $3.38M | 1.15% | −50,125−37.1% | Reduced |
| Beaumont Financial Advisors, LLC | 84,999 | $3.37M | 0.26% | −496−0.6% | Reduced |
| David J Yvars Group | 84,820 | $3.37M | 2.08% | −17,319−17.0% | Reduced |
| Quadrant Capital Group LLC | 84,707 | $3.36M | 0.23% | −1,159−1.3% | Reduced |
| Mount Vernon Associates Inc | 84,219 | $3.34M | 2.65% | +2,900+3.6% | Added |
| Financial Counselors Inc | 84,013 | $3.33M | 0.05% | +24,552+41.3% | Added |
| Brighton Jones LLC | 83,729 | $3.32M | 0.12% | −6,126−6.8% | Reduced |
| Beacon Investment Advisors LLC | 83,715 | $3.32M | 1.57% | +106+0.1% | Added |
| Birmingham Capital Management Co Inc | 83,700 | $3.32M | 1.21% | 00.0% | Unchanged |
| Twinbeech Capital LP | 83,690 | $3.32M | 0.06% | −728,415−89.7% | Reduced |
| Klingenstein Fields & Co LP | 83,460 | $3.31M | 0.13% | −334−0.4% | Reduced |
| Beaton Management Co. Inc. | 82,759 | $3.28M | 1.66% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 82,677 | $3.28M | 0.53% | −200−0.2% | Reduced |
| Legacy Wealth Management, LLC | 82,345 | $3.27M | 1.20% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 82,254 | $3.26M | 0.04% | −354−0.4% | Reduced |
| Cohen Investment Advisors LLC | 82,204 | $3.26M | 1.99% | +8,989+12.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 82,131 | $3.26M | 0.66% | +2,041+2.5% | Added |