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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Tilson Financial Group, Inc. | 11,339 | $498.0K | 0.20% | −27−0.2% | Reduced |
| Sage Capital Advisors,llc | 11,331 | $498.0K | 0.13% | +4,989+78.7% | Added |
| Apella Capital, LLC | 11,333 | $498.1K | 0.02% | +463+4.3% | Added |
| Pacific Sage Partners, LLC | 11,336 | $498.2K | 0.11% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 11,350 | $498.8K | 0.19% | −500−4.2% | Reduced |
| Crawford Investment Counsel Inc | 11,378 | $500.1K | 0.01% | −358−3.1% | Reduced |
| Angeles Investment Advisors, LLC | 11,409 | $501.4K | 0.02% | −359−3.1% | Reduced |
| Financial Management Professionals, Inc. | 11,411 | $501.5K | 0.06% | +805+7.6% | Added |
| Sunflower Bank, N.A. | 11,421 | $502.0K | 0.14% | −17−0.1% | Reduced |
| Facet Wealth, Inc. | 10,590 | $502.0K | 0.01% | +3,288+45.0% | Added |
| Geller Advisors LLC | 11,422 | $502.0K | 0.03% | +172+1.5% | Added |
| New Century Financial Group, LLC | 11,210 | $502.3K | 0.21% | −1,237−9.9% | Reduced |
| Benin Management CORP | 11,431 | $502.4K | 0.14% | 00.0% | Unchanged |
| Park Capital Management, LLC | 11,432 | $502.4K | 0.60% | +11,432 | New |
| Beckerman Institutional, LLC | 11,456 | $503.0K | 0.40% | +3,830+50.2% | Added |
| City Center Advisors, LLC | 11,451 | $503.3K | 0.56% | −65−0.6% | Reduced |
| Bradyco, Inc. | 11,452 | $503.3K | 0.31% | +11,452 | New |
| Summitry LLC | 11,470 | $504.1K | 0.02% | −717−5.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,472 | $504.2K | 0.01% | +694+6.4% | Added |
| Triton Wealth Management, PLLC | 11,138 | $504.4K | 0.26% | +1,920+20.8% | Added |
| Garde Capital, Inc. | 11,479 | $505.0K | 0.03% | +2,270+24.6% | Added |
| Bay Capital Advisors, LLC | 11,523 | $506.4K | 0.41% | +11,523 | New |
| Intrua Financial, LLC | 11,588 | $509.3K | 0.08% | +1,311+12.8% | Added |
| McHugh Group, LLC | 11,590 | $509.4K | 0.38% | +11,590 | New |
| Sawyer & Company, Inc | 11,607 | $510.0K | 0.19% | −358−3.0% | Reduced |
| WMS Partners, LLC | 11,607 | $510.1K | 0.03% | +1,589+15.9% | Added |
| LMG Wealth Partners, LLC | 11,622 | $510.8K | 0.11% | +140+1.2% | Added |
| Union Savings Bank | 11,636 | $511.4K | 0.25% | −199−1.7% | Reduced |
| Twin City Private Wealth, LLC | 11,642 | $511.7K | 0.45% | +537+4.8% | Added |
| Fountainhead AM, LLC | 11,651 | $512.1K | 0.09% | +4,468+62.2% | Added |
| Hemington Wealth Management | 11,685 | $513.0K | 0.13% | +611+5.5% | Added |
| M.E. Allison & Co., Inc. | 11,683 | $513.5K | 0.57% | +11,683 | New |
| First Affirmative Financial Network | 11,724 | $515.3K | 0.30% | +129+1.1% | Added |
| O'Rourke & Company, Inc | 11,728 | $515.4K | 0.25% | −673−5.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 11,733 | $515.7K | 0.10% | +4,346+58.8% | Added |
| IFG Advisors, LLC | 11,745 | $516.2K | 0.10% | −8−0.1% | Reduced |
| Cypress Wealth Services, LLC | 11,755 | $516.6K | 0.10% | +608+5.5% | Added |
| VeraBank, N.A. | 11,769 | $517.2K | 0.15% | −43−0.4% | Reduced |
| Werba Rubin Papier Wealth Management | 11,778 | $517.6K | 0.12% | +780+7.1% | Added |
| First Financial Corp | 11,778 | $517.6K | 0.24% | +1,106+10.4% | Added |
| Kentucky Trust Co | 11,799 | $518.6K | 0.30% | +11,799 | New |
| Trust Co of the South | 11,813 | $519.2K | 0.11% | +310+2.7% | Added |
| Verus Capital Partners, LLC | 11,828 | $519.9K | 0.05% | −2,535−17.6% | Reduced |
| Activest Wealth Management | 11,833 | $520.0K | 0.15% | −1,954−14.2% | Reduced |
| Ledyard National Bank | 11,837 | $520.2K | 0.05% | −61−0.5% | Reduced |
| Bank & Trust Co | 11,853 | $520.9K | 0.44% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11,856 | $521.1K | 1.01% | +11,856 | New |
| WealthPlan Investment Management, LLC | 11,868 | $521.6K | 0.05% | −23,398−66.3% | Reduced |
| Five Oceans Advisors | 11,869 | $521.6K | 0.24% | +141+1.2% | Added |
| TRUE Private Wealth Advisors | 11,877 | $522.0K | 0.06% | −96−0.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,882 | $522.2K | 0.28% | 00.0% | Unchanged |
| S.A. Mason LLC | 11,908 | $523.4K | 0.27% | −4,698−28.3% | Reduced |
| My Legacy Advisors, LLC | 11,115 | $523.5K | 0.20% | +940+9.2% | Added |
| Cahaba Wealth Management, Inc. | 11,949 | $525.2K | 0.04% | +24+0.2% | Added |
| Cim Investment Mangement Inc | 11,968 | $526.0K | 0.15% | −86−0.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 11,971 | $526.1K | 0.12% | +1,116+10.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 12,000 | $527.0K | 0.23% | −15,000−55.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,964 | $527.0K | 0.23% | −500−4.0% | Reduced |
| Traphagen Investment Advisors LLC | 11,991 | $527.0K | 0.05% | +1,257+11.7% | Added |
| Sigma Investment Counselors Inc | 11,993 | $527.1K | 0.03% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 12,022 | $528.0K | 0.19% | +233+2.0% | Added |
| Warther Private Wealth, LLC | 12,019 | $528.2K | 0.18% | −20,823−63.4% | Reduced |
| Altus Wealth Group LLC | 12,065 | $530.3K | 0.23% | +147+1.2% | Added |
| Drake & Associates, LLC | 11,188 | $530.3K | 0.15% | −960−7.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 12,072 | $530.6K | 0.28% | +12,072 | New |
| Mma Asset Management LLC | 12,080 | $530.9K | 0.23% | +12,080 | New |
| United Community Bank | 12,081 | $531.0K | 0.21% | +85+0.7% | Added |
| Montchanin Asset Management, LLC | 12,100 | $532.0K | 0.52% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 12,121 | $532.7K | 0.05% | −352−2.8% | Reduced |
| KKM Financial LLC | 12,145 | $533.8K | 0.22% | −15,315−55.8% | Reduced |
| Schrum Private Wealth Management LLC | 12,146 | $533.8K | 0.45% | −11,622−48.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 12,148 | $533.9K | 0.24% | −124−1.0% | Reduced |
| Patron Partners Advisors, LLC | 12,202 | $536.3K | 0.29% | −150−1.2% | Reduced |
| Weik Capital Management | 12,230 | $537.5K | 0.22% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 12,231 | $537.6K | 0.46% | +12,231 | New |
| Thompson David Blair | 12,232 | $537.6K | 0.39% | +12,232 | New |
| Rise Advisors, LLC | 12,232 | $537.6K | 0.26% | −52−0.4% | Reduced |
| Wallace Advisory Group, LLC | 13,611 | $540.1K | 0.37% | −3,199−19.0% | Reduced |
| Cape Investment Advisory, Inc. | 12,329 | $541.9K | 0.21% | −284−2.3% | Reduced |
| Morton Brown Family Wealth, LLC | 12,387 | $544.4K | 0.19% | +190+1.6% | Added |
| Morton Capital Management LLC | 12,407 | $545.3K | 0.10% | +10+0.1% | Added |
| Kapstone Financial Advisors LLC | 11,668 | $545.5K | 0.29% | −901−7.2% | Reduced |
| Sax Wealth Advisors, LLC | 12,417 | $545.7K | 0.04% | +12,417 | New |
| Millstone Evans Group, LLC | 12,427 | $546.2K | 0.37% | +12,427 | New |
| Founders Capital Management, LLC | 12,431 | $546.3K | 0.10% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,434 | $546.5K | 0.04% | −1,142−8.4% | Reduced |
| Versant Capital Management, Inc | 12,436 | $546.6K | 0.12% | +3,781+43.7% | Added |
| Arcataur Capital Management LLC | 12,438 | $546.6K | 0.18% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 12,467 | $547.9K | 0.18% | −2,352−15.9% | Reduced |
| ORG Partners LLC | 12,469 | $548.0K | 0.07% | +500+4.2% | Added |
| JB Capital LLC | 12,481 | $548.6K | 0.03% | −509−3.9% | Reduced |
| Guidance Point Advisors, LLC | 12,502 | $549.5K | 0.15% | −511−3.9% | Reduced |
| Pacific Sun Financial Corp | 12,505 | $549.6K | 0.30% | 00.0% | Unchanged |
| Clarus Group, Inc. | 12,522 | $550.4K | 0.20% | +32+0.3% | Added |
| Machina Capital S.A.S. | 12,529 | $550.6K | 0.23% | −4,093−24.6% | Reduced |
| Ariadne Wealth Management, LP | 11,815 | $551.4K | 0.25% | +65+0.6% | Added |
| Aberdeen Wealth Management LLC | 12,558 | $551.9K | 0.38% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 12,575 | $552.7K | 0.17% | +12,575 | New |
| Leo Wealth, LLC | 12,600 | $553.8K | 0.05% | +604+5.0% | Added |
| Silver Lake Advisory, LLC | 12,622 | $554.8K | 0.24% | +72+0.6% | Added |