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 |
|---|---|---|---|---|---|
| Paladin Wealth, LLC | 14,429 | $634.2K | 0.55% | +591+4.3% | Added |
| Richard W. Paul & Associates, LLC | 14,430 | $634.2K | 0.23% | −710−4.7% | Reduced |
| SlateStone Wealth, LLC | 14,500 | $637.0K | 0.06% | +1,075+8.0% | Added |
| Financial Management Network Inc | 14,227 | $637.5K | 0.13% | +30+0.2% | Added |
| Baker Ellis Asset Management LLC | 14,505 | $637.5K | 0.09% | +1,100+8.2% | Added |
| Alexander Labrunerie & Co., Inc. | 14,510 | $637.7K | 0.28% | −52−0.4% | Reduced |
| Leslie Global Wealth, LLC | 14,525 | $638.4K | 0.30% | +169+1.2% | Added |
| Brave Warrior Advisors, LLC | 14,532 | $638.7K | 0.02% | −8,000−35.5% | Reduced |
| Optas, LLC | 14,537 | $638.9K | 0.14% | +807+5.9% | Added |
| Sunpointe, LLC | 14,540 | $639.0K | 0.32% | +2,453+20.3% | Added |
| GenTrust, LLC | 14,571 | $640.4K | 0.03% | +1,445+11.0% | Added |
| KMG Fiduciary Partners, LLC | 14,582 | $640.9K | 0.05% | −91−0.6% | Reduced |
| First Heartland Consultants, Inc. | 14,584 | $641.0K | 0.07% | −314−2.1% | Reduced |
| Virtue Capital Management, LLC | 14,604 | $641.8K | 0.13% | −882−5.7% | Reduced |
| Rahlfs Capital, LLC | 14,650 | $643.9K | 0.64% | +14,650 | New |
| Drucker Wealth 3.0, LLC | 14,654 | $644.0K | 0.15% | −833−5.4% | Reduced |
| Lantz Financial LLC | 14,663 | $644.4K | 0.17% | +266+1.8% | Added |
| Towercrest Capital Management | 14,717 | $646.8K | 0.10% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 14,744 | $647.0K | 0.25% | +14,744 | New |
| Warburton Capital Management, LLC | 14,754 | $648.0K | 0.49% | +14,754 | New |
| Cerro Pacific Wealth Advisors LLC | 16,344 | $648.5K | 0.21% | +753+4.8% | Added |
| Castle Rock Wealth Management, LLC | 13,812 | $648.6K | 0.15% | +33+0.2% | Added |
| Savvy Advisors, Inc. | 14,798 | $650.4K | 0.08% | +2,340+18.8% | Added |
| Seven Mile Advisory | 14,811 | $650.9K | 0.42% | +2,104+16.6% | Added |
| Integrity Financial Corp | 14,876 | $653.8K | 0.38% | +10.0% | Added |
| Summit Financial Wealth Advisors, LLC | 14,165 | $654.6K | 0.13% | −4,020−22.1% | Reduced |
| Dogwood Wealth Management LLC | 14,895 | $654.7K | 0.35% | +2,953+24.7% | Added |
| Oxbow Advisors, LLC | 14,942 | $656.7K | 0.08% | −2,150−12.6% | Reduced |
| First Wilshire Securities Management Inc | 14,945 | $657.0K | 0.18% | −1,013−6.3% | Reduced |
| Altiora Financial Group, LLC | 15,010 | $659.7K | 0.14% | 00.0% | Unchanged |
| Spinnaker Trust | 15,061 | $661.9K | 0.04% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 15,086 | $663.0K | 0.42% | +15,086 | New |
| PCG Asset Management, LLC | 15,090 | $663.2K | 0.58% | +15,090 | New |
| Intrinsic Value Partners, LLC | 15,111 | $664.1K | 0.67% | −252−1.6% | Reduced |
| Shoker Investment Counsel, Inc. | 15,113 | $664.2K | 0.22% | +41+0.3% | Added |
| WNY Asset Management, LLC | 15,137 | $665.3K | 0.08% | −5,125−25.3% | Reduced |
| Gifford Fong Associates | 15,147 | $666.0K | 0.16% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 15,197 | $668.0K | 0.20% | +43+0.3% | Added |
| Hilltop National Bank | 15,216 | $668.7K | 0.20% | +184+1.2% | Added |
| Spartan Planning & Wealth Management | 15,257 | $670.5K | 0.61% | +15,257 | New |
| Warm Springs Advisors Inc. | 15,265 | $670.9K | 0.62% | +15,265 | New |
| City State Bank | 15,268 | $671.0K | 0.24% | −1,073−6.6% | Reduced |
| Guardian Partners Inc. | 14,549 | $672.3K | 0.07% | +14,549 | New |
| New Hampshire Trust | 15,321 | $673.4K | 0.14% | −290−1.9% | Reduced |
| Destination Wealth Management | 15,366 | $675.3K | 0.02% | +3,922+34.3% | Added |
| Wescott Financial Advisory Group, LLC | 15,413 | $677.4K | 0.07% | +413+2.8% | Added |
| Chicago Capital, LLC | 15,509 | $681.6K | 0.02% | +1,586+11.4% | Added |
| Sciencast Management LP | 15,588 | $685.1K | 0.19% | −55,595−78.1% | Reduced |
| Acorn Financial Advisory Services Inc | 15,601 | $685.7K | 0.11% | −420−2.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 15,630 | $687.0K | 0.04% | −1,500−8.8% | Reduced |
| Knollwood Investment Advisory, LLC | 15,638 | $687.3K | 0.07% | 00.0% | Unchanged |
| Forte Capital LLC | 15,645 | $687.6K | 0.08% | −10.0% | Reduced |
| Sky Investment Group LLC | 15,654 | $688.0K | 0.13% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 15,686 | $689.0K | 0.08% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 15,717 | $690.8K | 1.04% | +15,717 | New |
| Benedict Financial Advisors Inc | 15,719 | $690.8K | 0.17% | +3,868+32.6% | Added |
| Howard Capital Management Group, LLC | 15,746 | $692.0K | 0.05% | −3,890−19.8% | Reduced |
| Opal Wealth Advisors, LLC | 15,752 | $692.3K | 0.21% | +468+3.1% | Added |
| Private Wealth Advisors | 15,753 | $692.3K | 0.30% | +20+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 15,766 | $692.9K | 0.42% | −310−1.9% | Reduced |
| Zuckerman Investment Group, LLC | 15,060 | $695.9K | 0.07% | −401−2.6% | Reduced |
| Zullo Investment Group, Inc. | 15,860 | $697.1K | 0.28% | −32−0.2% | Reduced |
| Ascent Wealth Partners, LLC | 15,865 | $697.3K | 0.09% | −207−1.3% | Reduced |
| General Partner, Inc. | 15,866 | $697.3K | 0.42% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 15,879 | $697.9K | 0.55% | +15,879 | New |
| Alan B. Lancz & Associates, Inc. | 15,928 | $700.0K | 0.71% | −600−3.6% | Reduced |
| Leavell Investment Management, Inc. | 15,951 | $701.0K | 0.03% | +4,342+37.4% | Added |
| Interchange Capital Partners, LLC | 15,958 | $701.4K | 0.25% | −756−4.5% | Reduced |
| C2C Wealth Management, LLC | 15,971 | $701.9K | 0.65% | +60+0.4% | Added |
| Gilbert & Cook, Inc. | 15,979 | $702.3K | 0.10% | +28+0.2% | Added |
| Sym Financial Corp | 15,985 | $702.5K | 0.09% | +1,379+9.4% | Added |
| Austin Private Wealth, LLC | 15,989 | $702.7K | 0.07% | +4,933+44.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,013 | $703.8K | 0.10% | −690−4.1% | Reduced |
| Sentry Investment Management LLC | 16,048 | $705.0K | 0.34% | −16,863−51.2% | Reduced |
| TCI Wealth Advisors, Inc. | 16,062 | $705.9K | 0.06% | −380−2.3% | Reduced |
| Farmers Trust Co | 16,081 | $706.8K | 0.13% | −164−1.0% | Reduced |
| Enterprise Bank & Trust Co | 16,107 | $707.9K | 0.23% | +534+3.4% | Added |
| Kestra Investment Management, LLC | 16,116 | $708.3K | 0.03% | −10,830−40.2% | Reduced |
| Unique Wealth Strategies, LLC | 16,146 | $709.6K | 0.31% | −388−2.3% | Reduced |
| JT Stratford LLC | 16,153 | $709.9K | 0.12% | −1,321−7.6% | Reduced |
| Moloney Securities Asset Management, LLC | 16,246 | $714.0K | 0.10% | −1,149−6.6% | Reduced |
| MRP Capital Investments, LLC | 16,250 | $714.2K | 0.65% | −250−1.5% | Reduced |
| Forza Wealth Management, LLC | 16,261 | $714.7K | 0.33% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 16,299 | $716.4K | 0.05% | +940+6.1% | Added |
| Silvia McColl Wealth Management, LLC | 16,317 | $717.1K | 0.54% | −10.0% | Reduced |
| Harmony Asset Management LLC | 16,334 | $717.9K | 0.28% | −29,435−64.3% | Reduced |
| Fca Corp | 16,345 | $718.4K | 0.22% | 00.0% | Unchanged |
| Hara Capital LLC | 16,451 | $723.0K | 0.46% | −600−3.5% | Reduced |
| Delta Asset Management LLC | 16,472 | $724.0K | 0.06% | −103−0.6% | Reduced |
| Staley Capital Advisers Inc | 16,500 | $725.2K | 0.03% | 00.0% | Unchanged |
| First Citizens Financial Corp | 16,532 | $726.6K | 0.39% | +925+5.9% | Added |
| Sittner & Nelson, LLC | 16,597 | $729.5K | 0.32% | +40.0% | Added |
| Ssi Investment Management LLC | 16,606 | $729.8K | 0.05% | −9−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 16,658 | $732.1K | 0.12% | −185−1.1% | Reduced |
| WoodTrust Financial Corp | 16,683 | $733.0K | 0.10% | +140+0.8% | Added |
| Spirepoint Private Client, LLC | 16,689 | $733.5K | 0.09% | 00.0% | Unchanged |
| Crews Bank & Trust | 16,706 | $734.2K | 0.12% | +16,706 | New |
| Continuum Advisory, LLC | 16,707 | $734.3K | 0.09% | +237+1.4% | Added |
| Community Bank, N.A. | 16,712 | $734.5K | 0.09% | −200−1.2% | Reduced |
| High Net Worth Advisory Group LLC | 16,721 | $734.9K | 0.21% | 00.0% | Unchanged |