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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 16,726 | $735.1K | 0.07% | +101+0.6% | Added |
| Petros Family Wealth, LLC | 16,749 | $736.1K | 0.80% | +16,749 | New |
| Pine Valley Investments Ltd Liability Co | 16,774 | $737.2K | 0.05% | +195+1.2% | Added |
| Saiph Capital, LLC | 107,659 | $737.3K | 0.33% | +2,264+2.1% | Added |
| Albert D Mason Inc | 16,805 | $738.6K | 0.49% | −225−1.3% | Reduced |
| Firethorn Wealth Partners, LLC | 16,806 | $738.6K | 0.37% | +67+0.4% | Added |
| Smith, Moore & Co. | 16,823 | $739.4K | 0.07% | +40.0% | Added |
| Colonial Trust Co | 16,834 | $739.9K | 0.11% | +452+2.8% | Added |
| PBMares Wealth Management LLC | 16,841 | $740.2K | 0.15% | −43−0.3% | Reduced |
| Natural Investments, LLC | 16,882 | $741.0K | 0.21% | +16,882 | New |
| HHM Wealth Advisors, LLC | 16,870 | $741.5K | 0.10% | +700+4.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 16,875 | $741.7K | 0.27% | −30,317−64.2% | Reduced |
| Group One Trading, L.P. | 16,896 | $742.6K | 0.03% | −78,339−82.3% | Reduced |
| Everpar Advisors LLC | 16,916 | $743.5K | 0.37% | −175−1.0% | Reduced |
| Harbor Advisory Corp | 16,933 | $744.2K | 0.24% | −1,438−7.8% | Reduced |
| Capital Planning Advisors, LLC | 16,944 | $744.7K | 0.12% | +40+0.2% | Added |
| RW Investment Management LLC | 17,002 | $747.2K | 0.09% | −2,194−11.4% | Reduced |
| Pacific Point Advisors, LLC | 16,023 | $748.4K | 0.45% | +16,023 | New |
| Beacon Investment Advisory Services, Inc. | 17,046 | $749.2K | 0.03% | −3,817−18.3% | Reduced |
| Accel Wealth Management | 17,061 | $749.8K | 0.28% | −1,093−6.0% | Reduced |
| Ignite Planners, LLC | 16,741 | $750.2K | 0.16% | −243−1.4% | Reduced |
| Lion Street Advisors, LLC | 17,078 | $750.5K | 0.24% | +1,012+6.3% | Added |
| Cypress Asset Management Inc | 16,782 | $750.8K | 0.19% | −360−2.1% | Reduced |
| Hager Investment Management Services, LLC | 17,091 | $751.1K | 0.47% | +17,091 | New |
| Autumn Glory Partners, LLC | 17,154 | $753.9K | 0.37% | +1,432+9.1% | Added |
| Perfromance Wealth Partners, LLC | 17,159 | $754.1K | 0.02% | −2,066−10.7% | Reduced |
| Polymer Capital Management (US) LLC | 17,198 | $755.9K | 0.24% | +17,198 | New |
| Central Pacific Bank - Trust Division | 17,199 | $755.9K | 0.10% | −9,050−34.5% | Reduced |
| Bank of Stockton | 17,230 | $757.3K | 0.23% | −3,896−18.4% | Reduced |
| Grandview Asset Management LLC | 17,272 | $759.0K | 0.28% | −357−2.0% | Reduced |
| 180 Wealth Advisors, LLC | 17,282 | $759.6K | 0.12% | −906−5.0% | Reduced |
| Cyrus J. Lawrence, LLC | 17,336 | $761.0K | 0.15% | +36+0.2% | Added |
| Gryphon Financial Partners LLC | 17,324 | $761.4K | 0.11% | +1,097+6.8% | Added |
| Concord Asset Management, LLC | 17,326 | $761.5K | 0.17% | +1,458+9.2% | Added |
| Oxford Asset Management LLP | 17,330 | $761.7K | 0.34% | +2,829+19.5% | Added |
| Epacria Capital Partners, LLC | 17,340 | $762.1K | 0.64% | −18,340−51.4% | Reduced |
| Bell Bank | 17,355 | $762.8K | 0.06% | −36−0.2% | Reduced |
| Humankind Investments LLC | 17,378 | $763.8K | 0.19% | −2,250−11.5% | Reduced |
| Wellington Shields Capital Management, LLC | 17,387 | $764.2K | 0.14% | −13,946−44.5% | Reduced |
| Whitener Capital Management, Inc. | 17,395 | $764.5K | 0.21% | −200−1.1% | Reduced |
| Blossom Wealth Management | 17,407 | $765.1K | 1.47% | +305+1.8% | Added |
| Pointe Capital Management LLC | 17,409 | $765.1K | 0.44% | +185+1.1% | Added |
| Clear Investment Research, LLC | 17,438 | $766.4K | 1.02% | −169−1.0% | Reduced |
| Westover Capital Advisors, LLC | 17,464 | $767.5K | 0.17% | +1,161+7.1% | Added |
| Old Port Advisors | 17,464 | $767.6K | 0.22% | −40−0.2% | Reduced |
| Deseret Mutual Benefit Administrators | 17,467 | $767.7K | 0.38% | −1,834−9.5% | Reduced |
| Garrison Point Advisors, LLC | 17,481 | $768.3K | 0.36% | +20.0% | Added |
| Penserra Capital Management LLC | 17,518 | $769.0K | 0.01% | +10,100+136.2% | Added |
| DF Dent & Co Inc | 17,534 | $770.6K | 0.01% | −295−1.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,546 | $771.1K | 0.08% | −262−1.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 17,573 | $772.3K | 0.55% | +17,573 | New |
| Bennett Selby Investments LP | 17,626 | $774.7K | 0.31% | −50.0% | Reduced |
| Wealthstar Advisors, LLC | 17,630 | $774.8K | 0.34% | +17,630 | New |
| AIMZ Investment Advisors, LLC | 17,642 | $775.4K | 0.27% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 17,649 | $775.7K | 0.35% | +2,040+13.1% | Added |
| Close Asset Management Ltd | 17,645 | $776.0K | 0.02% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,685 | $777.3K | 0.30% | +908+5.4% | Added |
| Strategic Wealth Partners, Ltd. | 16,800 | $778.3K | 0.06% | +137+0.8% | Added |
| Calton & Associates, Inc. | 17,740 | $779.7K | 0.34% | −241−1.3% | Reduced |
| Platform Technology Partners | 17,776 | $781.3K | 0.24% | −1,941−9.8% | Reduced |
| Bank of Jackson Hole Trust | 17,796 | $782.1K | 0.52% | +17,796 | New |
| Laird Norton Trust Company, LLC | 17,832 | $783.7K | 0.11% | +7,692+75.9% | Added |
| Navellier & Associates Inc | 17,844 | $784.2K | 0.09% | +5,044+39.4% | Added |
| Ledgewood Wealth Advisors, LLC | 17,847 | $784.4K | 0.51% | +11+0.1% | Added |
| Muirfield Wealth Advisors LLC | 17,851 | $784.5K | 0.65% | +72+0.4% | Added |
| B&L Asset Management LLC | 17,862 | $785.0K | 0.50% | +1,250+7.5% | Added |
| Clear Street Markets LLC | 17,900 | $786.7K | 0.29% | +17,800+17,800.0% | Added |
| Allegheny Financial Group LTD | 17,926 | $787.9K | 0.20% | −2,231−11.1% | Reduced |
| OneAscent Wealth Management LLC | 17,937 | $788.0K | 0.32% | −1,524−7.8% | Reduced |
| Terril Brothers, Inc. | 17,983 | $790.4K | 0.24% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 17,994 | $790.8K | 0.34% | −245−1.3% | Reduced |
| Spring Capital Management, LLC | 18,005 | $791.3K | 0.47% | +1,262+7.5% | Added |
| Spears Abacus Advisors LLC | 18,066 | $794.0K | 0.02% | −9,934−35.5% | Reduced |
| SkyView Investment Advisors, LLC | 18,085 | $795.0K | 0.13% | +2,483+15.9% | Added |
| United Advisor Group, LLC | 18,120 | $796.4K | 0.16% | −1,561−7.9% | Reduced |
| Prentice Wealth Management LLC | 18,150 | $797.7K | 0.23% | +865+5.0% | Added |
| Clarendon Private LLC | 18,156 | $798.0K | 0.84% | +18,156 | New |
| RFG Advisory, LLC | 18,164 | $798.3K | 0.02% | +162+0.9% | Added |
| Onefund, LLC | 18,239 | $801.6K | 0.77% | +505+2.8% | Added |
| JFS Wealth Advisors, LLC | 18,257 | $802.4K | 0.05% | −274−1.5% | Reduced |
| Impax Asset Management Group plc | 18,273 | $803.1K | 0.00% | −227−1.2% | Reduced |
| Evernest Financial Advisors, LLC | 18,279 | $803.4K | 0.21% | +983+5.7% | Added |
| Lathrop Investment Management Corp | 18,289 | $804.0K | 0.15% | −516−2.7% | Reduced |
| Tranquility Partners, LLC | 18,301 | $804.3K | 0.30% | +20+0.1% | Added |
| Maia Wealth LLC | 17,094 | $804.9K | 0.17% | +1,559+10.0% | Added |
| Investors Research Corp | 18,387 | $808.1K | 0.18% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 18,480 | $812.2K | 0.06% | +1,042+6.0% | Added |
| Relyea Zuckerberg Hanson LLC | 18,495 | $812.9K | 0.11% | +604+3.4% | Added |
| Stonebrook Private Inc. | 18,503 | $813.2K | 0.21% | +804+4.5% | Added |
| LVM Capital Management Ltd | 18,533 | $815.0K | 0.09% | −200−1.1% | Reduced |
| Worth Financial Advisory Group, LLC | 18,560 | $815.7K | 0.50% | −963−4.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 18,611 | $818.0K | 0.32% | +572+3.2% | Added |
| Operose Advisors LLC | 18,674 | $820.7K | 0.28% | −10,668−36.4% | Reduced |
| Burkett Financial Services, LLC | 18,693 | $821.5K | 0.34% | −430−2.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 18,693 | $821.6K | 0.43% | −10,476−35.9% | Reduced |
| Delta Financial Group, Inc. | 18,747 | $824.0K | 0.19% | +102+0.5% | Added |
| Fiduciary Financial Group, LLC | 18,271 | $824.2K | 0.18% | −1,187−6.1% | Reduced |
| Goldstone Financial Group, LLC | 18,763 | $824.6K | 0.13% | +3,271+21.1% | Added |
| Cottage Street Advisors LLC | 18,799 | $826.2K | 0.43% | −2,721−12.6% | Reduced |
| Addison Advisors LLC | 18,816 | $827.0K | 0.23% | +3,364+21.8% | Added |