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 | 3,493 | $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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 230,220 | $9.14M | 0.10% | −4,590−2.0% | Reduced |
| Johnson Investment Counsel Inc | 230,031 | $9.13M | 0.09% | +6,093+2.7% | Added |
| Bard Financial Services, Inc. | 229,575 | $9.11M | 1.08% | −18,295−7.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 229,289 | $9.10M | 1.96% | +3,486+1.5% | Added |
| Philadelphia Trust Co | 228,997 | $9.09M | 0.66% | −16,414−6.7% | Reduced |
| Access Investment Management LLC | 225,000 | $8.93M | 2.72% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 224,531 | $8.91M | 0.07% | +2,627+1.2% | Added |
| Eagle Ridge Investment Management | 223,965 | $8.89M | 0.78% | −500.0% | Reduced |
| SpiderRock Advisors, LLC | 223,651 | $8.87M | 0.19% | −24,634−9.9% | Reduced |
| South Dakota Investment Council | 223,308 | $8.86M | 0.17% | −61,126−21.5% | Reduced |
| Independent Advisor Alliance | 221,058 | $8.77M | 0.32% | +10,971+5.2% | Added |
| Davis-Rea Ltd. | 220,545 | $8.75M | 3.81% | −1,620−0.7% | Reduced |
| Central Trust Co | 220,480 | $8.75M | 0.20% | −31,098−12.4% | Reduced |
| Investment House LLC | 220,392 | $8.75M | 0.47% | −6,825−3.0% | Reduced |
| Financial Avengers, Inc. | 220,283 | $8.74M | 4.30% | −1,074−0.5% | Reduced |
| Trustmark National Bank Trust Department | 220,219 | $8.74M | 0.66% | +24,619+12.6% | Added |
| Siemens Fonds Invest GmbH | 219,222 | $8.70M | 0.69% | −1,968−0.9% | Reduced |
| Bollard Group LLC | 218,934 | $8.69M | 0.23% | −4,712−2.1% | Reduced |
| Contravisory Investment Management, Inc. | 217,677 | $8.64M | 1.85% | +157+0.1% | Added |
| Warren Averett Asset Management, LLC | 217,319 | $8.62M | 0.16% | +19,222+9.7% | Added |
| First Financial Bank - Trust Division | 217,318 | $8.62M | 0.79% | −6,557−2.9% | Reduced |
| RPG Investment Advisory, LLC | 217,052 | $8.61M | 1.23% | −1,375−0.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 204,730 | $8.59M | 2.93% | −4,089−2.0% | Reduced |
| Brinker Capital Investments, LLC | 216,245 | $8.58M | 0.09% | +13,292+6.5% | Added |
| Orion Portfolio Solutions, LLC | 216,245 | $8.58M | 0.09% | +13,292+6.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 215,124 | $8.54M | 1.39% | +84,810+65.1% | Added |
| Brown Brothers Harriman & Co | 214,770 | $8.52M | 0.06% | −17,164−7.4% | Reduced |
| Maltese Capital Management LLC | 214,600 | $8.52M | 1.38% | +94,600+78.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 213,960 | $8.49M | 0.20% | −2,561−1.2% | Reduced |
| Edge Capital Group, LLC | 213,660 | $8.48M | 0.38% | +27,125+14.5% | Added |
| AustralianSuper Pty Ltd | 213,614 | $8.48M | 0.04% | +57,069+36.5% | Added |
| Beach Investment Counsel Inc | 213,307 | $8.46M | 1.05% | −3,978−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 212,931 | $8.45M | 0.22% | −212,816−50.0% | Reduced |
| Schnieders Capital Management LLC | 212,553 | $8.43M | 1.61% | −4,764−2.2% | Reduced |
| Crake Asset Management LLP | 210,000 | $8.33M | 1.02% | +210,000 | New |
| Moneta Group Investment Advisors LLC | 209,830 | $8.33M | 0.12% | −1,588−0.8% | Reduced |
| Veriti Management LLC | 209,488 | $8.31M | 0.45% | +22,492+12.0% | Added |
| AIA Group Ltd | 208,244 | $8.26M | 0.21% | −12,004−5.5% | Reduced |
| First Citizens Bank & Trust Co | 208,243 | $8.26M | 0.18% | −7,406−3.4% | Reduced |
| Vontobel Holding Ltd. | 207,961 | $8.25M | 0.03% | +51,903+33.3% | Added |
| Huntington National Bank | 207,896 | $8.25M | 0.06% | −10,444−4.8% | Reduced |
| Laurel Wealth Advisors LLC | 207,888 | $8.25M | 1.33% | −5,175−2.4% | Reduced |
| Udine Wealth Management, Inc. | 207,838 | $8.25M | 5.82% | +2,102+1.0% | Added |
| North Star Investment Management Corp. | 206,607 | $8.20M | 0.57% | −79,574−27.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 205,047 | $8.14M | 0.43% | +4,203+2.1% | Added |
| Howe & Rusling Inc | 204,955 | $8.13M | 0.70% | −1,997−1.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 204,846 | $8.13M | 0.95% | −19,949−8.9% | Reduced |
| Everence Capital Management Inc | 204,460 | $8.11M | 0.51% | 00.0% | Unchanged |
| New England Asset Management Inc | 204,405 | $8.11M | 1.26% | +145+0.1% | Added |
| LMCG Investments, LLC | 203,385 | $8.07M | 0.49% | −78,652−27.9% | Reduced |
| BSN Capital Partners Ltd | 189,999 | $8.06M | 1.58% | +189,999 | New |
| Generate Investment Management Ltd | 203,036 | $8.06M | 0.54% | −80,961−28.5% | Reduced |
| Phraction Management LLC | 202,581 | $8.04M | 2.84% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 201,904 | $8.03M | 0.17% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 202,013 | $8.02M | 1.19% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 201,865 | $8.01M | 0.30% | +141,345+233.6% | Added |
| National Asset Management, Inc. | 201,523 | $7.96M | 0.22% | −26,645−11.7% | Reduced |
| Blue Investment Partners LLC | 200,479 | $7.96M | 3.28% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 199,875 | $7.93M | 0.55% | −19,573−8.9% | Reduced |
| First American Bank | 199,190 | $7.90M | 0.57% | +2,366+1.2% | Added |
| Borer Denton & Associates, Inc. | 198,527 | $7.88M | 2.69% | −7,100−3.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 197,861 | $7.85M | 0.11% | +26,746+15.6% | Added |
| Intact Investment Management Inc. | 197,500 | $7.84M | 0.26% | +14,800+8.1% | Added |
| Axxcess Wealth Management, LLC | 196,761 | $7.81M | 0.20% | +14,407+7.9% | Added |
| tru Independence LLC | 196,699 | $7.81M | 2.28% | −7,525−3.7% | Reduced |
| Brookstone Capital Management | 196,447 | $7.80M | 0.11% | +262+0.1% | Added |
| Sierra Capital LLC | 196,197 | $7.79M | 0.93% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 195,543 | $7.76M | 1.05% | −8,640−4.2% | Reduced |
| Buffington Mohr McNeal | 195,239 | $7.75M | 1.27% | +4,633+2.4% | Added |
| Valeo Financial Advisors, LLC | 230,640 | $7.69M | 0.22% | +1,265+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 193,581 | $7.68M | 0.34% | +11,757+6.5% | Added |
| Hennessy Advisors Inc | 193,300 | $7.67M | 0.25% | −1,000−0.5% | Reduced |
| QV Investors Inc. | 193,265 | $7.67M | 0.68% | −90,760−32.0% | Reduced |
| Perigon Wealth Management, LLC | 192,452 | $7.64M | 0.21% | +3,158+1.7% | Added |
| Pavion Blue Capital, LLC | 192,438 | $7.64M | 3.56% | −2,318−1.2% | Reduced |
| Bridge Creek Capital Management LLC | 192,236 | $7.63M | 2.30% | −2,585−1.3% | Reduced |
| Wetherby Asset Management Inc | 192,150 | $7.62M | 0.35% | −301−0.2% | Reduced |
| River Wealth Advisors LLC | 190,854 | $7.57M | 1.01% | +4,239+2.3% | Added |
| Fred Alger Management, LLC | 190,337 | $7.55M | 0.04% | +3,335+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 177,063 | $7.55M | 0.07% | +141,197+393.7% | Added |
| Unisphere Establishment | 190,000 | $7.54M | 0.07% | +190,000 | New |
| CAPROCK Group, Inc. | 188,864 | $7.49M | 0.27% | −7,686−3.9% | Reduced |
| DCM Advisors, LLC | 186,711 | $7.41M | 3.73% | −1,275−0.7% | Reduced |
| Fagan Associates, Inc. | 185,444 | $7.36M | 1.24% | +2,144+1.2% | Added |
| First National Trust Co | 185,244 | $7.35M | 0.28% | +317+0.2% | Added |
| Searle & Co. | 184,955 | $7.34M | 1.83% | −51,653−21.8% | Reduced |
| Level Four Advisory Services, LLC | 174,794 | $7.31M | 0.31% | +64,367+58.3% | Added |
| Socorro Asset Management LP | 182,046 | $7.22M | 2.74% | −15,406−7.8% | Reduced |
| Fusion Capital, LLC | 181,148 | $7.19M | 3.08% | +2,278+1.3% | Added |
| Viking Fund Management LLC | 180,000 | $7.14M | 1.16% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 179,635 | $7.13M | 0.44% | +34,718+24.0% | Added |
| Fiduciary Trust Co | 178,009 | $7.06M | 0.10% | +18,850+11.8% | Added |
| Nicholas Investment Partners, LP | 177,313 | $7.04M | 0.65% | 00.0% | Unchanged |
| Vestcor Inc | 177,009 | $7.02M | 0.22% | +4,300+2.5% | Added |
| Stolper Co | 176,565 | $7.01M | 2.29% | −953−0.5% | Reduced |
| Laurion Capital Management LP | 176,252 | $6.99M | 0.45% | +145,165+467.0% | Added |
| Leuthold Group, LLC | 175,850 | $6.98M | 0.78% | +24,804+16.4% | Added |
| First Hawaiian Bank | 174,383 | $6.92M | 0.22% | −5,805−3.2% | Reduced |
| Ritholtz Wealth Management | 174,175 | $6.91M | 0.21% | −16,093−8.5% | Reduced |
| Wedbush Securities Inc | 174,111 | $6.91M | 0.26% | −34,014−16.3% | Reduced |