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, Q4 2024
Institutional positions in Bank of America Corp as of Dec 31, 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
- 3,276
- +345 vs. Q3 2024
- Shares held
- 5.63B
- +82.3M (+1.5%) vs. Q3 2024
- Total value
- $247.3B
- +$27.3B (+12.4%) vs. Q3 2024
- New holders
- 444
- 1,203 more added
- Sold out
- 99
- 1,302 more reduced
57 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 9,985 | $438.8K | 0.07% | +198+2.0% | Added |
| Red Wave Investments LLC | 9,991 | $439.1K | 0.15% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 9,999 | $439.4K | 0.26% | −289−2.8% | Reduced |
| Allred Capital Management, LLC | 10,015 | $440.2K | 0.17% | +58+0.6% | Added |
| Cherrydale Wealth Management, LLC | 10,027 | $440.7K | 0.17% | +399+4.1% | Added |
| Secure Asset Management, LLC | 10,052 | $441.8K | 0.07% | −3,825−27.6% | Reduced |
| Channel Wealth LLC | 10,071 | $442.6K | 0.14% | +359+3.7% | Added |
| Atalanta Sosnoff Capital, LLC | 10,074 | $442.8K | 0.01% | −29,647−74.6% | Reduced |
| Foster Group, Inc. | 10,082 | $443.1K | 0.02% | +123+1.2% | Added |
| D L Carlson Investment Group Inc | 10,092 | $443.5K | 0.08% | −1,029−9.3% | Reduced |
| HC Advisors, LLC | 10,104 | $444.1K | 0.36% | +1,339+15.3% | Added |
| Southeast Asset Advisors Inc. | 10,113 | $444.5K | 0.05% | +30.0% | Added |
| Crabel Capital Management, LLC | 10,118 | $444.7K | 1.44% | +10,118 | New |
| Gould Asset Management LLC | 10,144 | $445.8K | 0.09% | +865+9.3% | Added |
| Elevated Capital Advisors, LLC | 10,152 | $446.2K | 0.12% | +2,325+29.7% | Added |
| Breed's Hill Capital LLC | 10,152 | $446.2K | 0.23% | +3,165+45.3% | Added |
| Pathway Financial Advisors LLC | 10,163 | $446.7K | 0.10% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 10,174 | $447.2K | 0.15% | +56+0.6% | Added |
| BHK Investment Advisors, LLC | 10,180 | $447.4K | 0.17% | +2,590+34.1% | Added |
| Cary Street Partner Investment Advisory LLC | 10,191 | $447.9K | 0.29% | −118,644−92.1% | Reduced |
| Fiduciary Planning LLC | 10,200 | $448.3K | 0.15% | +10,200 | New |
| Clark Financial Services Group Inc | 10,215 | $449.0K | 0.34% | +52+0.5% | Added |
| HBW Advisory Services LLC | 10,257 | $450.8K | 0.07% | −3,089−23.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,289 | $452.2K | 0.03% | −40−0.4% | Reduced |
| Cornerstone Management, Inc. | 10,300 | $452.7K | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,305 | $452.9K | 0.07% | +476+4.8% | Added |
| Select Asset Management & Trust | 10,307 | $453.0K | 0.18% | −60−0.6% | Reduced |
| Executive Wealth Management, LLC | 10,322 | $453.7K | 0.04% | +266+2.6% | Added |
| Essex Savings Bank | 10,359 | $455.3K | 0.11% | +262+2.6% | Added |
| TFR Capital, LLC. | 10,361 | $455.4K | 0.23% | +10,361 | New |
| Brave Asset Management Inc | 10,375 | $456.0K | 0.14% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 10,392 | $456.7K | 0.18% | −1,919−15.6% | Reduced |
| Net Worth Advisory Group | 10,409 | $457.5K | 0.14% | +4,566+78.1% | Added |
| MKT Advisors LLC | 9,866 | $459.1K | 0.20% | +1,690+20.7% | Added |
| Certified Advisory Corp | 10,445 | $459.1K | 0.05% | −61−0.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,496 | $460.9K | 0.18% | +4,501+75.1% | Added |
| Boyd Watterson Asset Management LLC | 10,500 | $461.5K | 0.13% | −23−0.2% | Reduced |
| SFMG, LLC | 10,501 | $461.5K | 0.04% | +138+1.3% | Added |
| Twin Focus Capital Partners, LLC | 10,534 | $463.0K | 0.07% | −1,740−14.2% | Reduced |
| Wedge Capital Management L L P | 10,551 | $463.7K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 10,574 | $464.7K | 0.09% | +33+0.3% | Added |
| Van Strum & Towne Inc. | 10,574 | $464.7K | 0.16% | +750+7.6% | Added |
| Integris Wealth Management, LLC | 10,588 | $465.4K | 0.13% | −100−0.9% | Reduced |
| Promethium Advisors,llc | 10,590 | $465.4K | 0.32% | −275−2.5% | Reduced |
| Confluence Investment Management LLC | 10,591 | $465.5K | 0.01% | 00.0% | Unchanged |
| XY Capital Ltd | 10,610 | $466.3K | 0.52% | +10,610 | New |
| Triad Wealth Partners, LLC | 10,611 | $466.4K | 0.17% | +10,611 | New |
| Cutter & CO Brokerage, Inc. | 10,639 | $467.6K | 0.11% | −588−5.2% | Reduced |
| Evergreen Wealth Solutions, LLC | 10,659 | $468.5K | 0.33% | −263−2.4% | Reduced |
| Pacific Global Investment Management CO | 10,661 | $468.5K | 0.60% | −224,169−95.5% | Reduced |
| Franklin Street Advisors Inc | 10,697 | $470.0K | 0.03% | −735−6.4% | Reduced |
| Wellspring Financial Advisors, LLC | 10,700 | $470.2K | 0.05% | −6,128−36.4% | Reduced |
| Financial Council Asset Management Inc | 10,706 | $470.5K | 0.24% | +685+6.8% | Added |
| Cozad Asset Management Inc | 10,734 | $471.8K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 10,757 | $472.8K | 0.02% | −925−7.9% | Reduced |
| Vicus Capital | 10,759 | $472.8K | 0.04% | +480+4.7% | Added |
| Retirement Planning Group, LLC | 10,772 | $473.4K | 0.52% | +10,772 | New |
| Mountain Pacific Investment Advisers Inc | 10,786 | $474.1K | 0.03% | +1,043+10.7% | Added |
| TBH Global Asset Management, LLC | 10,789 | $474.2K | 0.11% | +20.0% | Added |
| Arlington Trust Co LLC | 10,790 | $474.2K | 0.10% | +287+2.7% | Added |
| Waddell & Associates, LLC | 10,824 | $475.7K | 0.05% | +2,552+30.9% | Added |
| Toth Financial Advisory Corp | 10,825 | $475.8K | 0.06% | +50.0% | Added |
| New Republic Capital, LLC | 10,831 | $476.0K | 0.31% | −6,313−36.8% | Reduced |
| Cascade Financial Partners, LLC | 10,832 | $476.1K | 0.06% | +112+1.0% | Added |
| Sollinda Capital Management LLC | 10,840 | $476.4K | 0.13% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 10,844 | $476.6K | 0.34% | +2,938+37.2% | Added |
| First American Trust, FSB | 10,892 | $478.7K | 0.05% | −1,174−9.7% | Reduced |
| Oldfather Financial Services, LLC | 10,894 | $478.8K | 0.18% | +127+1.2% | Added |
| Klingman & Associates, LLC | 10,936 | $480.6K | 0.03% | −203−1.8% | Reduced |
| Lincoln Capital Corp | 10,958 | $481.6K | 0.20% | −1,307−10.7% | Reduced |
| Townsend Asset Management Corp | 10,973 | $482.3K | 0.18% | +21+0.2% | Added |
| JGP Wealth Management, LLC | 10,984 | $482.8K | 0.06% | −577−5.0% | Reduced |
| Regatta Capital Group, LLC | 11,005 | $483.7K | 0.09% | −1,797−14.0% | Reduced |
| Semus Wealth Partners LLC | 11,013 | $484.0K | 0.32% | −267−2.4% | Reduced |
| Chiron Capital Management, LLC | 11,028 | $484.7K | 0.46% | −526−4.6% | Reduced |
| Greenwood Gearhart Inc | 11,031 | $484.8K | 0.03% | +11,031 | New |
| Cahill Financial Advisors Inc | 11,039 | $485.2K | 0.07% | −1,192−9.7% | Reduced |
| Mezzasalma Advisors, LLC | 11,043 | $485.3K | 0.16% | +2,121+23.8% | Added |
| Atwood & Palmer Inc | 11,052 | $485.7K | 0.03% | −1,000−8.3% | Reduced |
| Private Wealth Partners, LLC | 11,070 | $486.5K | 0.04% | −6,892−38.4% | Reduced |
| Vivaldi Capital Management, LLC | 10,333 | $486.6K | 0.07% | +4,711+83.8% | Added |
| Sara-Bay Financial | 11,100 | $487.4K | 0.18% | 00.0% | Unchanged |
| Middleton & Co Inc | 11,101 | $487.9K | 0.05% | −782−6.6% | Reduced |
| Beta Wealth Group, Inc. | 11,111 | $488.3K | 0.22% | +996+9.8% | Added |
| Addison Capital Co | 11,152 | $490.1K | 0.20% | −396−3.4% | Reduced |
| Amplius Wealth Advisors, LLC | 11,167 | $490.8K | 0.05% | +395+3.7% | Added |
| Johnson Financial Group, Inc. | 10,614 | $491.4K | 0.02% | −28,994−73.2% | Reduced |
| Cohen & Steers, Inc. | 11,190 | $492.0K | 0.00% | +565+5.3% | Added |
| Seeds Investor LLC | 11,223 | $493.2K | 0.14% | +1,781+18.9% | Added |
| Verus Financial Partners, Inc. | 10,935 | $493.3K | 0.06% | −50.0% | Reduced |
| Keebeck Wealth Management, LLC | 11,226 | $493.4K | 0.07% | +604+5.7% | Added |
| Bulltick Wealth Management, LLC | 11,250 | $494.4K | 0.12% | +11,250 | New |
| Patten Group, Inc. | 11,260 | $494.9K | 0.11% | −2,099−15.7% | Reduced |
| BCJ Capital Management, LLC | 11,273 | $495.4K | 0.04% | +191+1.7% | Added |
| NFP Retirement, Inc. | 11,288 | $496.1K | 0.04% | +24+0.2% | Added |
| Freedom Day Solutions, LLC | 11,289 | $496.1K | 0.15% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 11,300 | $496.6K | 0.35% | 00.0% | Unchanged |
| Rice Partnership, LLC | 11,311 | $497.1K | 0.09% | −752−6.2% | Reduced |
| Oak Asset Management, LLC | 11,319 | $497.5K | 0.18% | −33−0.3% | Reduced |
| Keystone Financial Services | 11,328 | $497.9K | 0.19% | +356+3.2% | Added |