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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 82,095 | $3.26M | 2.24% | −1,069−1.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 81,999 | $3.25M | 0.68% | −768−0.9% | Reduced |
| Western Wealth Management, LLC | 81,944 | $3.25M | 0.19% | +229+0.3% | Added |
| Private Trust Co NA | 81,881 | $3.25M | 0.33% | +3,131+4.0% | Added |
| Gladstone Institutional Advisory LLC | 81,775 | $3.24M | 0.16% | +33,205+68.4% | Added |
| Callan Family Office, LLC | 81,518 | $3.23M | 0.54% | +81,518 | New |
| ArrowMark Colorado Holdings LLC | 81,350 | $3.23M | 0.04% | −5,000−5.8% | Reduced |
| Roundview Capital LLC | 80,826 | $3.21M | 0.23% | +114+0.1% | Added |
| Grove Bank & Trust | 80,737 | $3.20M | 0.47% | +9,913+14.0% | Added |
| Institute for Wealth Management, LLC. | 80,342 | $3.19M | 0.40% | −1,184−1.5% | Reduced |
| Trust Asset Management LLC | 79,939 | $3.17M | 0.25% | −2,537−3.1% | Reduced |
| Peddock Capital Advisors, LLC | 79,212 | $3.14M | 0.76% | +1,286+1.7% | Added |
| Citizens Business Bank | 79,127 | $3.14M | 0.63% | −750−0.9% | Reduced |
| Parcion Private Wealth LLC | 78,580 | $3.12M | 0.26% | −350−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 78,261 | $3.11M | 0.27% | −13,401−14.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 78,067 | $3.10M | 0.78% | +1,281+1.7% | Added |
| Hamilton Capital Partners Inc. | 78,009 | $3.10M | 0.27% | +4,365+5.9% | Added |
| Meridian Wealth Advisors, LLC | 77,707 | $3.08M | 0.52% | +2,222+2.9% | Added |
| Gillespie Robinson & Grimm Inc | 77,525 | $3.08M | 0.24% | +7,075+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 77,155 | $3.06M | 0.01% | +10,274+15.4% | Added |
| Advisors Capital Management, LLC | 76,595 | $3.04M | 0.05% | +4,056+5.6% | Added |
| Skylands Capital, LLC | 76,525 | $3.04M | 0.41% | −5,825−7.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 76,437 | $3.03M | 2.50% | −8,262−9.8% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $3.02M | 0.32% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 76,007 | $3.02M | 2.06% | −8,541−10.1% | Reduced |
| Guardian Investment Management | 75,868 | $3.01M | 2.61% | −61,025−44.6% | Reduced |
| Colonial Trust Advisors | 75,731 | $3.00M | 0.26% | +6,772+9.8% | Added |
| Triangle Securities Wealth Management | 75,723 | $3.00M | 0.78% | −2,420−3.1% | Reduced |
| Harbour Capital Advisors, LLC | 74,702 | $3.00M | 0.69% | +1,430+2.0% | Added |
| Bayesian Capital Management, LP | 75,600 | $3.00M | 0.35% | −44,300−36.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75,403 | $2.99M | 0.08% | +4,998+7.1% | Added |
| Davis Investment Partners, LLC | 76,243 | $2.99M | 1.25% | −4,090−5.1% | Reduced |
| Brookmont Capital Management | 75,164 | $2.98M | 1.53% | −2,277−2.9% | Reduced |
| Silvercrest Asset Management Group LLC | 75,044 | $2.98M | 0.02% | −107−0.1% | Reduced |
| Stoneridge Investment Partners LLC | 74,777 | $2.97M | 1.10% | +74,777 | New |
| Shorepoint Capital Partners LLC | 74,760 | $2.97M | 0.68% | −1,741−2.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 74,710 | $2.96M | 0.64% | +74,710 | New |
| F/M Investments LLC | 74,366 | $2.95M | 0.10% | −31,793−29.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 74,136 | $2.94M | 0.18% | −8,992−10.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $2.94M | 0.87% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 73,784 | $2.93M | 2.16% | +2,852+4.0% | Added |
| Carolinas Wealth Consulting LLC | 73,752 | $2.93M | 0.53% | +6,365+9.4% | Added |
| Mystic Asset Management, Inc. | 73,710 | $2.92M | 1.10% | −2,507−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 73,683 | $2.92M | 0.22% | +1,800+2.5% | Added |
| Wittenberg Investment Management, Inc. | 73,664 | $2.92M | 0.95% | −30,958−29.6% | Reduced |
| Van Den Berg Management I, Inc | 73,618 | $2.92M | 0.85% | −119,683−61.9% | Reduced |
| Exeter Financial, LLC | 73,282 | $2.91M | 1.29% | −150−0.2% | Reduced |
| Berkshire Bank | 73,048 | $2.90M | 0.68% | −1,748−2.3% | Reduced |
| Mattson Financial Services, LLC | 72,462 | $2.88M | 1.03% | −500−0.7% | Reduced |
| Holderness Investments Co | 72,555 | $2.88M | 0.63% | −942−1.3% | Reduced |
| Nwam LLC | 72,428 | $2.87M | 0.18% | +72,428 | New |
| NBT Bank N A | 72,350 | $2.87M | 0.19% | −5,900−7.5% | Reduced |
| Tower Bridge Advisors | 72,344 | $2.87M | 0.30% | −3,400−4.5% | Reduced |
| Prosperity Consulting Group, LLC | 72,238 | $2.87M | 0.22% | +19,199+36.2% | Added |
| Umpqua Bank | 72,065 | $2.86M | 1.05% | −2,546−3.4% | Reduced |
| Tritonpoint Wealth, LLC | 72,568 | $2.86M | 0.26% | −4,241−5.5% | Reduced |
| BDF-Gestion | 359,065 | $2.85M | 0.47% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 71,648 | $2.84M | 0.23% | +376+0.5% | Added |
| Old West Investment Management, LLC | 71,534 | $2.84M | 1.10% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 71,397 | $2.83M | 0.23% | −919−1.3% | Reduced |
| Sciencast Management LP | 71,183 | $2.82M | 0.84% | +71,183 | New |
| Lodestone Wealth Management LLC | 71,139 | $2.82M | 1.43% | +42+0.1% | Added |
| Cullinan Associates Inc | 67,325 | $2.81M | 0.16% | +11,400+20.4% | Added |
| Burton Enright Welch | 70,641 | $2.80M | 0.60% | −1,945−2.7% | Reduced |
| HBK Sorce Advisory LLC | 70,428 | $2.79M | 0.09% | −6,533−8.5% | Reduced |
| Cigna Investments Inc | 70,423 | $2.79M | 0.50% | −664−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 70,333 | $2.79M | 0.27% | −1,514−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 70,224 | $2.79M | 0.21% | −606−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 70,185 | $2.78M | 0.23% | +5,115+7.9% | Added |
| SS&H Financial Advisors, Inc. | 69,808 | $2.77M | 1.01% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 69,662 | $2.76M | 1.74% | −1,960−2.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 69,281 | $2.75M | 0.12% | +614+0.9% | Added |
| Commerzbank Aktiengesellschaft | 69,246 | $2.75M | 0.07% | +4,504+7.0% | Added |
| Qsemble Capital Management, LP | 69,094 | $2.74M | 0.50% | +27,153+64.7% | Added |
| Asset Dedication, LLC | 69,026 | $2.74M | 0.18% | −21,536−23.8% | Reduced |
| Spire Wealth Management | 68,855 | $2.73M | 0.09% | +168+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 68,628 | $2.72M | 0.29% | +68,628 | New |
| Interval Partners, LP | 68,413 | $2.71M | 0.08% | −640,062−90.3% | Reduced |
| Transcend Wealth Collective, LLC | 68,408 | $2.71M | 0.18% | −1,651−2.4% | Reduced |
| Bank Ozk | 68,385 | $2.71M | 1.12% | +779+1.2% | Added |
| Stock Yards Bank & Trust Co | 68,379 | $2.71M | 0.09% | −9,910−12.7% | Reduced |
| Caldwell Trust Co | 68,306 | $2.71M | 0.28% | −176−0.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 68,147 | $2.70M | 0.61% | −2,253−3.2% | Reduced |
| Naviter Wealth, LLC | 67,748 | $2.69M | 0.37% | −3,692−5.2% | Reduced |
| AlphaCore Capital LLC | 67,669 | $2.69M | 0.61% | +230.0% | Added |
| Golden State Equity Partners | 67,658 | $2.68M | 0.42% | +4,655+7.4% | Added |
| Systematic Alpha Investments, LLC | 67,508 | $2.68M | 0.10% | 00.0% | Unchanged |
| Slagle Financial, LLC | 67,416 | $2.68M | 1.19% | +4,797+7.7% | Added |
| ZWJ Investment Counsel Inc | 67,321 | $2.67M | 0.11% | −4,774−6.6% | Reduced |
| Diligent Investors, LLC | 67,219 | $2.67M | 0.62% | −1,078−1.6% | Reduced |
| Cetera Trust Company, N.A | 67,218 | $2.67M | 1.63% | −2,070−3.0% | Reduced |
| Country Club Bank | 67,631 | $2.66M | 0.18% | −4,715−6.5% | Reduced |
| MainStreet Investment Advisors LLC | 67,077 | $2.66M | 0.35% | −27,242−28.9% | Reduced |
| Old National Bancorp | 66,416 | $2.64M | 0.06% | +4,821+7.8% | Added |
| Boston Financial Mangement LLC | 66,006 | $2.62M | 0.08% | −75,262−53.3% | Reduced |
| 9258 Wealth Management, LLC | 65,825 | $2.61M | 0.39% | +318+0.5% | Added |
| Gilliland Jeter Wealth Management LLC | 65,737 | $2.61M | 0.84% | +220.0% | Added |
| Stratos Wealth Advisors, LLC | 65,626 | $2.60M | 0.12% | +68+0.1% | Added |
| Constant Guidance Financial LLC | 64,748 | $2.57M | 2.10% | +10,214+18.7% | Added |
| Aull & Monroe Investment Management Corp | 64,720 | $2.57M | 1.19% | −1,543−2.3% | Reduced |