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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 64,466 | $2.56M | 0.65% | −6,287−8.9% | Reduced |
| Ethic Inc. | 67,340 | $2.55M | 0.06% | −21,179−23.9% | Reduced |
| GeoWealth Management, LLC | 64,147 | $2.55M | 0.09% | −6,601−9.3% | Reduced |
| Watts Gwilliam & Co., LLC | 62,616 | $2.50M | 0.55% | +62,616 | New |
| Frank, Rimerman Advisors LLC | 62,678 | $2.49M | 0.18% | −4,946−7.3% | Reduced |
| Cornerstone Wealth Management, LLC | 62,556 | $2.48M | 0.17% | −516−0.8% | Reduced |
| Centaurus Financial, Inc. | 62,365 | $2.48M | 0.16% | +16,175+35.0% | Added |
| Wealthcare Advisory Partners LLC | 61,859 | $2.45M | 0.07% | −4,311−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 61,824 | $2.45M | 0.04% | −661−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 61,822 | $2.45M | 0.04% | +12,339+24.9% | Added |
| Steel Peak Wealth Management LLC | 61,811 | $2.45M | 0.11% | +7,418+13.6% | Added |
| Carson Advisory Inc. | 61,773 | $2.45M | 1.54% | −334−0.5% | Reduced |
| Cobblestone Capital Advisors LLC | 61,588 | $2.44M | 0.14% | −1,677−2.7% | Reduced |
| First City Capital Management, Inc. | 61,582 | $2.44M | 1.26% | +4,602+8.1% | Added |
| Clarius Group, LLC | 61,916 | $2.44M | 0.17% | +659+1.1% | Added |
| Schechter Investment Advisors, LLC | 61,342 | $2.43M | 0.18% | −812−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 61,045 | $2.42M | 0.21% | −1,283−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 61,002 | $2.42M | 0.08% | +33,983+125.8% | Added |
| Morningstar Investment Management LLC | 57,515 | $2.41M | 0.24% | −42,135−42.3% | Reduced |
| Barometer Capital Management Inc. | 60,700 | $2.41M | 0.69% | +6,750+12.5% | Added |
| Y.D. More Investments Ltd | 60,553 | $2.40M | 0.25% | −11,681−16.2% | Reduced |
| Granite Harbor Advisors, Inc. | 60,522 | $2.40M | 1.39% | +324+0.5% | Added |
| Formidable Asset Management, LLC | 60,513 | $2.40M | 0.38% | −15,438−20.3% | Reduced |
| Claro Advisors LLC | 60,312 | $2.39M | 0.31% | +18,400+43.9% | Added |
| Lakeview Capital Partners, LLC | 60,057 | $2.38M | 0.38% | −25,643−29.9% | Reduced |
| Empire Financial Management Company, LLC | 59,948 | $2.38M | 0.73% | −1,000−1.6% | Reduced |
| Latash Investments, LLC | 59,894 | $2.38M | 2.19% | −50,000−45.5% | Reduced |
| American State Bank (Iowa) | 59,880 | $2.38M | 1.44% | −105−0.2% | Reduced |
| Studio Investment Management LLC | 59,800 | $2.37M | 0.50% | −3,659−5.8% | Reduced |
| Lake Street Advisors Group, LLC | 59,667 | $2.37M | 0.11% | +1,663+2.9% | Added |
| Sargent Investment Group, LLC | 59,601 | $2.36M | 0.42% | +7,293+13.9% | Added |
| Newman Dignan & Sheerar, Inc. | 55,347 | $2.36M | 0.56% | −1,494−2.6% | Reduced |
| Syon Capital LLC | 59,241 | $2.35M | 0.21% | +1,091+1.9% | Added |
| First Business Financial Services, Inc. | 59,232 | $2.35M | 0.24% | +3,084+5.5% | Added |
| Berkeley Capital Partners, LLC | 59,180 | $2.35M | 0.67% | +3,179+5.7% | Added |
| Thomasville National Bank | 59,074 | $2.34M | 0.17% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59,056 | $2.34M | 0.46% | +3,503+6.3% | Added |
| Wedmont Private Capital | 58,524 | $2.34M | 0.13% | −621−1.0% | Reduced |
| World Equity Group, Inc. | 58,911 | $2.34M | 0.84% | −30,676−34.2% | Reduced |
| Vision Capital Management, Inc. | 58,907 | $2.34M | 0.33% | +645+1.1% | Added |
| Family Legacy, Inc. | 58,837 | $2.33M | 0.78% | +1,559+2.7% | Added |
| Diversify Wealth Management, LLC | 54,868 | $2.32M | 0.22% | −458−0.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 58,508 | $2.32M | 0.01% | −872,520−93.7% | Reduced |
| Quadcap Wealth Management, LLC | 57,953 | $2.30M | 0.36% | −8,012−12.1% | Reduced |
| Perpetual Ltd | 57,834 | $2.29M | 0.02% | −23,179−28.6% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.29M | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57,668 | $2.29M | 0.20% | −1,044−1.8% | Reduced |
| Viawealth, LLC | 57,580 | $2.28M | 1.33% | +614+1.1% | Added |
| Anson Funds Management LP | 57,500 | $2.28M | 0.33% | +57,500 | New |
| MBB Public Markets I LLC | 57,470 | $2.28M | 0.19% | −882,108−93.9% | Reduced |
| Gratus Wealth Advisors, LLC | 56,982 | $2.28M | 0.37% | +8,857+18.4% | Added |
| Poehling Capital Management, LLC | 57,255 | $2.27M | 0.58% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 57,219 | $2.27M | 0.12% | −369−0.6% | Reduced |
| London & Capital Asset Management Ltd | 57,115 | $2.27M | 0.18% | +116+0.2% | Added |
| Focus Financial Network, Inc. | 56,984 | $2.26M | 0.09% | −628−1.1% | Reduced |
| Wrapmanager Inc | 56,946 | $2.26M | 0.58% | −304−0.5% | Reduced |
| AdvisorNet Financial, Inc | 56,812 | $2.25M | 0.17% | +782+1.4% | Added |
| Tyler-Stone Wealth Management | 56,579 | $2.25M | 0.42% | +28,964+104.9% | Added |
| Waldron Private Wealth LLC | 56,535 | $2.24M | 0.09% | +4,360+8.4% | Added |
| Piscataqua Savings Bank | 56,505 | $2.24M | 1.90% | −860−1.5% | Reduced |
| SeaCrest Wealth Management, LLC | 56,325 | $2.23M | 0.24% | −1,684−2.9% | Reduced |
| HCR Wealth Advisors | 56,185 | $2.23M | 0.29% | +2,560+4.8% | Added |
| Smith Shellnut Wilson LLC | 56,120 | $2.23M | 1.01% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 56,054 | $2.22M | 0.47% | −452−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 56,013 | $2.22M | 0.34% | −239,460−81.0% | Reduced |
| Choate Investment Advisors | 55,977 | $2.22M | 0.06% | −4,391−7.3% | Reduced |
| Horizon Investment Services, LLC | 55,684 | $2.21M | 0.94% | +55,684 | New |
| Daymark Wealth Partners, LLC | 55,528 | $2.20M | 0.09% | +5,152+10.2% | Added |
| RMR Wealth Builders | 55,430 | $2.20M | 0.23% | −576−1.0% | Reduced |
| Aspen Grove Capital, LLC | 55,358 | $2.20M | 0.49% | +235+0.4% | Added |
| LJI Wealth Management, LLC | 55,235 | $2.19M | 0.45% | +593+1.1% | Added |
| Exchange Capital Management, Inc. | 55,221 | $2.19M | 0.35% | −3,091−5.3% | Reduced |
| Pinnacle Bancorp, Inc. | 55,221 | $2.19M | 0.59% | −206,923−78.9% | Reduced |
| Cumberland Partners Ltd | 54,985 | $2.18M | 0.15% | −2,625−4.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 54,983 | $2.18M | 0.29% | −1,303−2.3% | Reduced |
| Kennedy Investment Group | 54,964 | $2.18M | 1.00% | −896−1.6% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.17M | 0.04% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 54,687 | $2.17M | 0.45% | +751+1.4% | Added |
| Beacon Financial Group | 54,252 | $2.15M | 0.23% | +428+0.8% | Added |
| Washington Trust Bank | 54,180 | $2.15M | 0.21% | −397−0.7% | Reduced |
| Ameritas Advisory Services, LLC | 54,006 | $2.14M | 0.09% | +1,892+3.6% | Added |
| Jeppson Wealth Management, LLC | 53,907 | $2.14M | 0.77% | −156−0.3% | Reduced |
| IFP Advisors, Inc | 53,767 | $2.13M | 0.08% | −44,633−45.4% | Reduced |
| Abacus Planning Group, Inc. | 53,658 | $2.13M | 0.38% | −2,256−4.0% | Reduced |
| Proequities, Inc. | 53,638 | $2.13M | 0.13% | +14,301+36.4% | Added |
| Octavia Wealth Advisors, LLC | 53,606 | $2.13M | 0.26% | −1,642−3.0% | Reduced |
| Carnegie Lake Advisors LLC | 53,282 | $2.11M | 0.84% | +53,282 | New |
| Legacy Advisors, LLC | 53,153 | $2.11M | 0.23% | +5,063+10.5% | Added |
| NTV Asset Management LLC | 53,121 | $2.11M | 0.28% | −310−0.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 52,756 | $2.09M | 0.04% | −231,266−81.4% | Reduced |
| Vise Technologies, Inc. | 52,494 | $2.08M | 0.27% | +16,054+44.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 52,493 | $2.08M | 0.53% | −14,300−21.4% | Reduced |
| Neville Rodie & Shaw Inc | 52,402 | $2.08M | 0.15% | −1,116−2.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 52,289 | $2.07M | 1.64% | +40,522+344.4% | Added |
| Gries Financial LLC | 52,253 | $2.07M | 0.39% | −37,422−41.7% | Reduced |
| Ullmann Financial Group, Inc. | 52,143 | $2.07M | 0.27% | +20,544+65.0% | Added |
| EagleClaw Capital Managment, LLC | 52,102 | $2.07M | 0.35% | −5,675−9.8% | Reduced |
| MTM Investment Management, LLC | 51,476 | $2.06M | 0.80% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 51,849 | $2.06M | 0.17% | 00.0% | Unchanged |
| McDonald Partners LLC | 51,843 | $2.06M | 0.51% | −3,762−6.8% | Reduced |