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 |
|---|---|---|---|---|---|
| Mechanics Financial Corp | 18,820 | $827.1K | 0.37% | −70−0.4% | Reduced |
| Morningstar Investment Management LLC | 18,835 | $828.0K | 0.07% | −38,680−67.3% | Reduced |
| CKW Financial Group | 18,890 | $830.0K | 0.10% | −480−2.5% | Reduced |
| Van Cleef Asset Management,Inc | 18,935 | $832.2K | 0.09% | −280−1.5% | Reduced |
| Carl P. Sherr & Co., LLC | 18,967 | $833.6K | 0.44% | +10+0.1% | Added |
| Oakworth Capital, Inc. | 18,990 | $834.6K | 0.06% | −1,000−5.0% | Reduced |
| Jordan Park Group LLC | 19,000 | $835.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19,009 | $835.5K | 0.09% | −188−1.0% | Reduced |
| Circle Wealth Management, LLC | 19,016 | $835.7K | 0.02% | −365−1.9% | Reduced |
| Omnia Family Wealth, LLC | 19,027 | $836.2K | 0.35% | +350+1.9% | Added |
| Icapital Wealth LLC | 19,031 | $836.4K | 0.48% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 19,035 | $836.6K | 0.62% | +5,013+35.8% | Added |
| Semmax Financial Advisors Inc. | 18,078 | $837.6K | 0.22% | +250+1.4% | Added |
| Drive Wealth Management, LLC | 19,093 | $839.1K | 0.21% | +476+2.6% | Added |
| HF Advisory Group, LLC | 19,093 | $839.1K | 0.39% | +753+4.1% | Added |
| X-Square Capital, LLC | 19,112 | $840.0K | 0.35% | −187−1.0% | Reduced |
| Soltis Investment Advisors LLC | 19,117 | $840.2K | 0.08% | +1,035+5.7% | Added |
| Tobam | 19,217 | $845.0K | 0.26% | +509+2.7% | Added |
| Greenline Partners, LLC | 19,260 | $846.5K | 0.12% | 00.0% | Unchanged |
| Finivi Inc. | 19,326 | $849.4K | 0.68% | −1,039−5.1% | Reduced |
| Altfest L J & Co Inc | 19,333 | $849.7K | 0.11% | −370−1.9% | Reduced |
| Armis Advisers, LLC | 19,352 | $850.5K | 0.10% | +19,352 | New |
| Kahn Brothers Group Inc | 19,430 | $854.2K | 0.19% | +854+4.6% | Added |
| Kearns & Associates LLC | 19,500 | $857.0K | 0.55% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 18,621 | $858.1K | 0.12% | +20+0.1% | Added |
| SOA Wealth Advisors, LLC. | 19,543 | $858.9K | 0.16% | +371+1.9% | Added |
| Rogco, LP | 19,611 | $861.9K | 0.35% | −11−0.1% | Reduced |
| Headinvest, LLC | 19,633 | $862.9K | 0.16% | +2,300+13.3% | Added |
| Waterfront Wealth Inc. | 19,652 | $863.7K | 0.21% | +1,645+9.1% | Added |
| Kanawha Capital Management LLC | 19,675 | $864.7K | 0.07% | +2,010+11.4% | Added |
| TAGStone Capital, Inc. | 19,802 | $870.0K | 0.43% | +227+1.2% | Added |
| Valmark Advisers, Inc. | 19,833 | $871.7K | 0.01% | −3,599−15.4% | Reduced |
| Evelyn Partners Asset Management Ltd | 19,858 | $872.8K | 0.23% | +19,858 | New |
| Foster & Motley Inc | 19,855 | $873.0K | 0.06% | +4,520+29.5% | Added |
| Copperwynd Financial, LLC | 19,895 | $874.4K | 0.24% | −267−1.3% | Reduced |
| Baldwin Investment Management, LLC | 19,920 | $875.5K | 0.11% | −1,600−7.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 19,986 | $878.4K | 0.35% | +1,643+9.0% | Added |
| Hartford Funds Management Co LLC | 19,997 | $878.9K | 0.08% | +1,615+8.8% | Added |
| Chelsea Counsel Co | 20,000 | $879.0K | 0.45% | −700−3.4% | Reduced |
| BTC Capital Management, Inc. | 20,000 | $879.0K | 0.08% | −81−0.4% | Reduced |
| MSA Advisors, LLC | 20,000 | $879.0K | 0.22% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 20,000 | $879.0K | 1.14% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 20,000 | $879.0K | 0.61% | +217+1.1% | Added |
| MidWestOne Financial Group, Inc. | 20,014 | $879.6K | 0.12% | +300+1.5% | Added |
| Westhampton Capital, LLC | 20,027 | $880.2K | 0.45% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 45,096 | $881.7K | 0.29% | +14,576+47.8% | Added |
| Opinicus Capital, Inc. | 20,075 | $882.3K | 0.74% | −459−2.2% | Reduced |
| West Paces Advisors Inc. | 20,129 | $884.7K | 0.22% | −1,066−5.0% | Reduced |
| Leisure Capital Management | 20,147 | $885.5K | 0.35% | −521−2.5% | Reduced |
| Crew Capital Management, Ltd. | 20,152 | $885.7K | 0.73% | 00.0% | Unchanged |
| Tudor Financial Inc. | 20,246 | $889.8K | 0.52% | +3,982+24.5% | Added |
| Proficio Capital Partners LLC | 20,252 | $890.1K | 0.07% | +7,999+65.3% | Added |
| McIlrath & Eck, LLC | 20,272 | $891.0K | 0.11% | −20,122−49.8% | Reduced |
| YHB Investment Advisors, Inc. | 20,285 | $891.5K | 0.07% | +4,921+32.0% | Added |
| Maiden Cove Capital, LLC | 20,300 | $892.2K | 1.36% | +155+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 20,373 | $895.4K | 0.42% | +129+0.6% | Added |
| Confluence Wealth Services, Inc. | 19,314 | $895.9K | 0.06% | −1,685−8.0% | Reduced |
| Trust Co of Virginia | 20,386 | $896.0K | 0.08% | −250−1.2% | Reduced |
| Wendell David Associates Inc | 20,385 | $896.0K | 0.09% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 20,390 | $896.1K | 0.28% | +30.0% | Added |
| Strive Asset Management, LLC | 20,397 | $896.4K | 0.67% | +20,397 | New |
| Leigh Baldwin & Co., LLC | 20,449 | $898.7K | 0.76% | +20,449 | New |
| Lantern Wealth Advisors, LLC | 20,458 | $899.1K | 0.59% | +1,791+9.6% | Added |
| Councilmark Asset Management, LLC | 20,474 | $899.8K | 0.60% | +141+0.7% | Added |
| Ausdal Financial Partners, Inc. | 20,521 | $901.9K | 0.08% | +7,346+55.8% | Added |
| Heritage Wealth Management, Inc. | 20,557 | $903.5K | 0.30% | −1,107−5.1% | Reduced |
| Hickory Point Bank & Trust | 20,568 | $904.0K | 0.80% | +20,568 | New |
| Aspire Private Capital, LLC | 20,581 | $904.5K | 0.22% | −330−1.6% | Reduced |
| Peoples Bank | 20,617 | $906.1K | 0.53% | −395−1.9% | Reduced |
| Menard Financial Group LLC | 20,620 | $906.2K | 0.54% | +240+1.2% | Added |
| Dorchester Wealth Management Co | 20,641 | $907.2K | 0.18% | −1,000−4.6% | Reduced |
| West Family Investments, Inc. | 20,667 | $908.3K | 0.32% | −298−1.4% | Reduced |
| Two Sigma Securities, LLC | 20,668 | $908.4K | 0.16% | −244,595−92.2% | Reduced |
| Marshall Financial Group LLC | 20,686 | $909.2K | 0.22% | −674−3.2% | Reduced |
| Willis Johnson & Associates, Inc. | 20,689 | $909.3K | 0.07% | −1,350−6.1% | Reduced |
| PFW Advisors LLC | 20,796 | $914.0K | 0.28% | +20,796 | New |
| ASB Consultores, LLC | 20,799 | $914.1K | 0.38% | +267+1.3% | Added |
| Silverlake Wealth Management LLC | 20,836 | $915.7K | 0.35% | −595−2.8% | Reduced |
| FourThought Financial Partners, LLC | 20,919 | $919.4K | 0.10% | +20,919 | New |
| Algert Global LLC | 20,957 | $921.1K | 0.02% | +5,691+37.3% | Added |
| Old Point Trust & Financial Services N A | 20,998 | $922.9K | 0.32% | +683+3.4% | Added |
| Skyline Advisors, Inc. | 21,022 | $923.9K | 0.36% | −2,095−9.1% | Reduced |
| Gibbs Wealth Management | 21,044 | $924.9K | 0.25% | +4,065+23.9% | Added |
| Stevens Capital Management LP | 21,046 | $925.0K | 0.37% | −1,893−8.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 21,079 | $926.4K | 0.46% | +2,318+12.4% | Added |
| Bigelow Investment Advisors, LLC | 21,090 | $926.9K | 0.43% | −702−3.2% | Reduced |
| Magnus Financial Group LLC | 21,119 | $928.2K | 0.09% | +4,377+26.1% | Added |
| Barrett & Company, Inc. | 21,129 | $928.6K | 0.39% | +40.0% | Added |
| Centennial Bank | 21,131 | $928.7K | 0.44% | −469−2.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 21,165 | $930.2K | 0.30% | +1,663+8.5% | Added |
| PEAK6 LLC | 21,333 | $937.6K | 0.04% | +21,333 | New |
| LBMC Investment Advisors, LLC | 21,383 | $939.8K | 0.07% | −205−0.9% | Reduced |
| Alberta Investment Management Corp | 21,400 | $940.5K | 0.01% | +5,000+30.5% | Added |
| Old West Investment Management, LLC | 21,426 | $941.7K | 0.38% | −50,108−70.0% | Reduced |
| Steele Capital Management, Inc. | 21,437 | $942.1K | 0.05% | +165+0.8% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $942.3K | 0.31% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 21,500 | $944.9K | 0.17% | −1,000−4.4% | Reduced |
| Emprise Bank | 21,535 | $946.5K | 0.53% | 00.0% | Unchanged |
| Callan Capital, LLC | 21,587 | $948.8K | 0.07% | −6,645−23.5% | Reduced |
| Cromwell Holdings LLC | 21,604 | $949.5K | 0.55% | 00.0% | Unchanged |