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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 12,624 | $554.8K | 0.10% | −207−1.6% | Reduced |
| Eagle Harbor Asset Management Inc | 12,629 | $555.0K | 0.56% | −571−4.3% | Reduced |
| RD Lewis Holdings, Inc. | 11,728 | $555.9K | 0.61% | +11,728 | New |
| Optimum Investment Advisors | 12,659 | $556.4K | 0.25% | 00.0% | Unchanged |
| American Money Management, LLC | 12,664 | $556.6K | 0.11% | +6,268+98.0% | Added |
| Oak Harbor Wealth Partners, LLC | 12,691 | $557.8K | 0.16% | −250−1.9% | Reduced |
| MV Capital Management, Inc. | 12,706 | $558.4K | 0.06% | −23−0.2% | Reduced |
| Financial Life Planners | 12,738 | $559.7K | 0.47% | +12,738 | New |
| Life Planning Partners, Inc | 12,742 | $560.0K | 0.52% | −1,317−9.4% | Reduced |
| Thrive Capital Management, LLC | 12,751 | $560.4K | 0.26% | −204−1.6% | Reduced |
| Verum Partners LLC | 12,770 | $561.2K | 0.16% | +92+0.7% | Added |
| Ergawealth Advisors, Inc. | 12,800 | $562.6K | 0.28% | 00.0% | Unchanged |
| LongView Wealth Management | 12,823 | $563.6K | 0.17% | +1,408+12.3% | Added |
| Albion Financial Group | 12,826 | $563.7K | 0.04% | +66+0.5% | Added |
| Univest Financial Corp | 12,846 | $564.6K | 0.04% | −1,156−8.3% | Reduced |
| Citizens National Bank Trust Department | 12,850 | $564.8K | 0.12% | −2,000−13.5% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,237 | $564.9K | 0.24% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 12,898 | $566.9K | 0.06% | +2,981+30.1% | Added |
| Adirondack Trust Co | 12,947 | $569.0K | 0.22% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 13,029 | $572.7K | 0.24% | −800−5.8% | Reduced |
| Raleigh Capital Management Inc. | 13,097 | $575.6K | 0.22% | −325−2.4% | Reduced |
| First National Bank of Hutchinson | 13,113 | $576.3K | 0.35% | +13,113 | New |
| Kelly Lawrence W & Associates Inc | 13,146 | $577.8K | 0.13% | 00.0% | Unchanged |
| Burns J W & Co Inc | 13,150 | $577.9K | 0.07% | −518−3.8% | Reduced |
| Wambolt & Associates, LLC | 13,168 | $578.7K | 0.19% | −1,293−8.9% | Reduced |
| Gemmer Asset Management LLC | 13,183 | $579.4K | 0.06% | +235+1.8% | Added |
| Smith Anglin Financial, LLC | 13,193 | $579.8K | 0.05% | +186+1.4% | Added |
| WealthCare Investment Partners, LLC | 13,098 | $580.1K | 0.25% | +211+1.6% | Added |
| Marino, Stram & Associates LLC | 13,204 | $580.3K | 0.13% | +222+1.7% | Added |
| Mayfair Advisory Group, LLC | 13,235 | $581.7K | 0.34% | +1,500+12.8% | Added |
| Bay Rivers Group | 13,256 | $582.6K | 0.28% | −190−1.4% | Reduced |
| Private Portfolio Partners LLC | 13,276 | $583.5K | 0.11% | −320−2.4% | Reduced |
| Garden State Investment Advisory Services LLC | 13,272 | $583.7K | 0.18% | +42+0.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 13,288 | $584.0K | 0.05% | +3,724+38.9% | Added |
| Sherbrooke Park Advisers LLC | 13,299 | $584.5K | 0.19% | −13,004−49.4% | Reduced |
| Aristotle Capital Management, LLC | 13,300 | $584.5K | 0.00% | 00.0% | Unchanged |
| Brandywine Trust Co | 13,326 | $585.7K | 0.09% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 12,588 | $585.7K | 0.04% | +470+3.9% | Added |
| Koss-Olinger Consulting, LLC | 13,363 | $587.0K | 0.05% | +5,637+73.0% | Added |
| Copley Financial Group, Inc. | 13,368 | $587.5K | 0.45% | −491−3.5% | Reduced |
| Floyd Financial Group LLC | 13,050 | $588.7K | 0.48% | +13,050 | New |
| Marble Harbor Investment Counsel, LLC | 13,400 | $588.9K | 0.06% | −1,375−9.3% | Reduced |
| Clearview Wealth Advisors LLC | 13,441 | $590.7K | 0.45% | −131−1.0% | Reduced |
| Hudock, Inc. | 13,447 | $591.0K | 0.10% | +28+0.2% | Added |
| ABLE Financial Group, LLC | 13,459 | $591.5K | 0.17% | +2,246+20.0% | Added |
| Private Management Group Inc | 13,465 | $591.8K | 0.02% | −492−3.5% | Reduced |
| Consolidated Portfolio Review Corp | 13,478 | $592.3K | 0.09% | +607+4.7% | Added |
| Parkshore Wealth Management, Inc. | 13,494 | $593.1K | 0.36% | +13,494 | New |
| Hanover Advisors Inc | 13,497 | $593.2K | 0.25% | −107−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,548 | $595.4K | 0.15% | −3,000−18.1% | Reduced |
| Baron Wealth Management LLC | 13,558 | $595.9K | 0.28% | +13,558 | New |
| Asahi Life Asset Management Co., Ltd. | 13,560 | $596.0K | 0.36% | −9,750−41.8% | Reduced |
| Vance Wealth, Inc. | 13,562 | $596.0K | 0.23% | −1,438−9.6% | Reduced |
| New Covenant Trust Company, N.A. | 13,582 | $596.4K | 0.59% | −229−1.7% | Reduced |
| Cladis Investment Advisory, LLC | 13,574 | $596.6K | 0.42% | −49−0.4% | Reduced |
| New Millennium Group LLC | 13,575 | $596.6K | 0.35% | −397−2.8% | Reduced |
| Tyche Wealth Partners LLC | 13,594 | $597.4K | 0.13% | −633−4.4% | Reduced |
| Berger Financial Group, Inc | 13,633 | $599.2K | 0.04% | +82+0.6% | Added |
| Capital Performance Advisors LLP | 13,695 | $601.9K | 0.19% | +2,246+19.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 13,717 | $602.9K | 0.03% | +97+0.7% | Added |
| Crumly & Associates Inc. | 13,755 | $604.5K | 0.16% | −1,246−8.3% | Reduced |
| Acropolis Investment Management, LLC | 13,797 | $606.4K | 0.04% | −1,105−7.4% | Reduced |
| M3 Advisory Group, LLC | 13,809 | $606.9K | 0.43% | +57+0.4% | Added |
| William B. Walkup & Associates, Inc. | 13,828 | $607.7K | 0.38% | −150−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 13,892 | $610.5K | 0.09% | −2,052−12.9% | Reduced |
| Everstar Asset Management, LLC | 13,916 | $611.6K | 0.43% | +4,531+48.3% | Added |
| Transamerica Financial Advisors, Inc. | 13,927 | $613.0K | 0.06% | −364−2.5% | Reduced |
| Advyzon Investment Management, LLC | 13,950 | $613.1K | 0.24% | +13,950 | New |
| Brucke Financial, Inc. | 13,242 | $613.1K | 0.53% | +13,242 | New |
| Bingham Private Wealth, LLC | 13,953 | $613.2K | 0.65% | +13,953 | New |
| Sivia Capital Partners, LLC | 13,997 | $615.2K | 0.31% | −104−0.7% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $615.3K | 0.09% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 14,009 | $615.7K | 0.15% | −117−0.8% | Reduced |
| AGH Wealth Advisors, LLC | 14,031 | $616.7K | 0.57% | +14,031 | New |
| Outlook Wealth Advisors, LLC | 14,044 | $617.2K | 0.18% | +330+2.4% | Added |
| Cascades Capital Asset Management, LLC | 14,047 | $617.4K | 0.33% | +1,484+11.8% | Added |
| Main Street Research LLC | 14,055 | $617.7K | 0.04% | −130−0.9% | Reduced |
| Sheets Smith Wealth Management | 14,067 | $618.3K | 0.08% | +124+0.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 14,077 | $618.7K | 0.65% | −18,071−56.2% | Reduced |
| Apexium Financial, LP | 14,079 | $618.8K | 0.04% | +36+0.3% | Added |
| Hall Capital Management Co Inc | 14,096 | $619.5K | 0.29% | +14,096 | New |
| Turtle Creek Wealth Advisors, LLC | 14,110 | $620.1K | 0.14% | +1,216+9.4% | Added |
| McAdam, LLC | 14,112 | $620.2K | 0.03% | +2,276+19.2% | Added |
| Northern Financial Advisors Inc | 14,131 | $621.1K | 0.50% | −1,570−10.0% | Reduced |
| Pathway Financial Advisers, LLC | 14,142 | $621.5K | 0.21% | −557,018−97.5% | Reduced |
| Trust Co of Toledo NA | 14,160 | $622.3K | 0.08% | +872+6.6% | Added |
| Archer Investment Corp | 14,193 | $623.8K | 0.17% | +60.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 14,218 | $624.9K | 0.19% | +945+7.1% | Added |
| Wealth Dimensions Group, Ltd. | 14,252 | $626.4K | 0.15% | +7,989+127.6% | Added |
| Alliance Wealth Advisors, LLC | 14,304 | $628.7K | 0.36% | −123−0.9% | Reduced |
| Petix & Botte Co | 14,334 | $630.0K | 0.17% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 13,770 | $630.4K | 0.26% | −1,365−9.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,355 | $630.9K | 0.01% | +1,071+8.1% | Added |
| Coign Capital Advisors LLC | 14,356 | $630.9K | 0.58% | +14,356 | New |
| Defined Wealth Management, LLC | 14,357 | $631.0K | 0.42% | +129+0.9% | Added |
| MSH Capital Advisors LLC | 14,368 | $631.5K | 0.20% | −333−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 14,400 | $632.9K | 0.28% | −75−0.5% | Reduced |
| HTLF Bank | 14,411 | $633.4K | 0.07% | −651−4.3% | Reduced |
| Magnolia Capital Advisors LLC | 14,416 | $633.6K | 0.16% | +14,416 | New |
| Bedel Financial Consulting, Inc. | 13,458 | $634.0K | 0.09% | +600+4.7% | Added |