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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 21,722 | $954.7K | 0.07% | +3,103+16.7% | Added |
| Wealth Effects LLC | 21,741 | $955.5K | 0.34% | −2,906−11.8% | Reduced |
| Cercano Management LLC | 21,750 | $955.9K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 21,751 | $956.0K | 0.02% | −61,939−74.0% | Reduced |
| Enterprise Financial Services Corp | 21,884 | $961.8K | 0.54% | +6,357+40.9% | Added |
| Citadel Investment Advisory, Inc. | 21,895 | $962.0K | 0.50% | −25−0.1% | Reduced |
| Zhang Financial LLC | 21,918 | $963.3K | 0.06% | +13,185+151.0% | Added |
| Capital Square, LLC | 20,708 | $963.3K | 0.55% | −1,153−5.3% | Reduced |
| PFC Capital Group, Inc. | 21,976 | $965.0K | 0.47% | −400−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,965 | $965.4K | 0.03% | +15,889+261.5% | Added |
| ERn Financial, LLC | 21,979 | $966.0K | 0.14% | +709+3.3% | Added |
| Finer Wealth Management, Inc. | 22,000 | $966.9K | 0.55% | −2,380−9.8% | Reduced |
| CSS LLC | 22,000 | $966.9K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 22,056 | $969.4K | 0.61% | +3,856+21.2% | Added |
| Sawgrass Asset Management LLC | 22,073 | $970.1K | 0.11% | −2,593−10.5% | Reduced |
| Columbia Asset Management | 22,098 | $971.2K | 0.19% | −396−1.8% | Reduced |
| Fishman Jay A Ltd | 22,142 | $973.1K | 0.09% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 22,180 | $974.8K | 0.32% | +22,180 | New |
| Ashton Thomas Securities, LLC | 22,254 | $976.7K | 0.27% | +14,623+191.6% | Added |
| Edge Wealth Management LLC | 22,326 | $981.2K | 0.20% | +20.0% | Added |
| BEAM Asset Management, LLC | 22,362 | $982.8K | 0.31% | +1,856+9.1% | Added |
| BIP Wealth, LLC | 22,383 | $983.8K | 0.07% | +3,536+18.8% | Added |
| Westmount Partners, LLC | 22,445 | $986.4K | 0.30% | +2,094+10.3% | Added |
| AllSquare Wealth Management LLC | 22,452 | $986.8K | 0.57% | +1,200+5.6% | Added |
| Golden State Wealth Management, LLC | 22,511 | $989.4K | 0.15% | +22,511 | New |
| Insight Advisors, LLC | 22,552 | $990.3K | 0.17% | −128−0.6% | Reduced |
| Riverbend Wealth Management, LLC | 22,512 | $990.6K | 0.88% | +22,512 | New |
| Mairs & Power Inc | 22,592 | $992.9K | 0.01% | −840−3.6% | Reduced |
| Clark Wealth Partners | 22,613 | $993.8K | 0.77% | +22,613 | New |
| Naples Global Advisors, LLC | 22,642 | $995.1K | 0.09% | −1,126−4.7% | Reduced |
| Pitti Group Wealth Management, LLC | 22,702 | $997.7K | 1.01% | −2,764−10.9% | Reduced |
| Diversified Enterprises, LLC | 22,749 | $999.8K | 0.10% | +3,338+17.2% | Added |
| Fiduciary Advisors, Inc. | 22,826 | $1.00M | 1.01% | +22,826 | New |
| Cypress Capital Group | 22,846 | $1.00M | 0.12% | −5,927−20.6% | Reduced |
| Silphium Asset Management Ltd | 22,974 | $1.01M | 0.37% | +22,974 | New |
| Accredited Wealth Management, LLC | 23,058 | $1.01M | 0.89% | +23,058 | New |
| Houlihan Financial Resource Group, Ltd. | 23,103 | $1.01M | 0.43% | +69+0.3% | Added |
| Gsa Capital Partners LLP | 23,109 | $1.02M | 0.08% | −8,766−27.5% | Reduced |
| Wayfinding Financial, LLC | 23,128 | $1.02M | 0.54% | +61+0.3% | Added |
| Fortitude Family Office, LLC | 23,136 | $1.02M | 0.36% | −548−2.3% | Reduced |
| Pin Oak Investment Advisors Inc | 25,635 | $1.02M | 0.92% | +44+0.2% | Added |
| Sound Income Strategies, LLC | 23,159 | $1.02M | 0.06% | −4,056−14.9% | Reduced |
| Legacy Capital Group California, Inc. | 23,169 | $1.02M | 0.31% | −12−0.1% | Reduced |
| Capital City Trust Co | 23,176 | $1.02M | 0.25% | −1,107−4.6% | Reduced |
| Gradient Capital Advisors, LLC | 23,188 | $1.02M | 0.33% | +277+1.2% | Added |
| Key Financial Inc | 23,204 | $1.02M | 0.23% | −730−3.1% | Reduced |
| Curbstone Financial Management Corp | 23,254 | $1.02M | 0.22% | 00.0% | Unchanged |
| Michael B. Yongue | 23,307 | $1.02M | 0.81% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 23,315 | $1.02M | 0.20% | +1,101+5.0% | Added |
| Lansing Street Advisors | 23,374 | $1.03M | 0.36% | +294+1.3% | Added |
| Court Place Advisors, LLC | 23,422 | $1.03M | 0.33% | −6,558−21.9% | Reduced |
| Verity & Verity, LLC | 23,458 | $1.03M | 0.09% | +890+3.9% | Added |
| Abundance Wealth Counselors | 23,480 | $1.03M | 0.22% | +684+3.0% | Added |
| PFG Advisors | 23,525 | $1.03M | 0.06% | −837−3.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 23,586 | $1.04M | 0.03% | −30.0% | Reduced |
| Auxano Advisors, LLC | 23,618 | $1.04M | 0.26% | +647+2.8% | Added |
| Transce3nd, LLC | 23,592 | $1.04M | 0.35% | +23,592 | New |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $1.04M | 0.00% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 23,683 | $1.04M | 0.55% | +397+1.7% | Added |
| Lowe Brockenbrough & Co Inc | 23,708 | $1.04M | 0.07% | −2,108−8.2% | Reduced |
| Nottingham Advisors, Inc. | 23,760 | $1.04M | 0.13% | −1,506−6.0% | Reduced |
| Stableford Capital II LLC | 23,764 | $1.04M | 0.41% | −496−2.0% | Reduced |
| Accredited Investors Inc. | 23,783 | $1.05M | 0.06% | −538−2.2% | Reduced |
| Denali Advisors LLC | 23,800 | $1.05M | 0.11% | −3,100−11.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 23,854 | $1.05M | 0.11% | +776+3.4% | Added |
| Synergy Financial Management, LLC | 23,692 | $1.05M | 0.08% | −252,388−91.4% | Reduced |
| Perennial Investment Advisors, LLC | 23,887 | $1.05M | 0.12% | +602+2.6% | Added |
| Covenant Asset Management, LLC | 23,940 | $1.05M | 0.23% | −1,601−6.3% | Reduced |
| Hedges Asset Management LLC | 24,000 | $1.05M | 0.70% | −2,600−9.8% | Reduced |
| Clough Capital Partners L P | 24,000 | $1.05M | 0.12% | 00.0% | Unchanged |
| Caas Capital Management LP | 24,009 | $1.06M | 0.87% | +24,009 | New |
| Orion Capital Management LLC | 24,090 | $1.06M | 0.47% | −259−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 24,224 | $1.06M | 0.00% | +19,000+363.7% | Added |
| Intrepid Financial Planning Group LLC | 24,397 | $1.07M | 0.45% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 24,423 | $1.07M | 0.30% | +199+0.8% | Added |
| Capital Markets Trading UK LLP | 24,463 | $1.07M | 0.64% | +8,314+51.5% | Added |
| Unionview, LLC | 24,487 | $1.08M | 0.79% | +85+0.3% | Added |
| IronOak Wealth LLC. | 24,489 | $1.08M | 1.21% | +24,489 | New |
| T. Rowe Price Investment Management, Inc. | 24,506 | $1.08M | 0.00% | −3,533−12.6% | Reduced |
| Washington Capital Management Inc | 24,555 | $1.08M | 0.85% | −1,100−4.3% | Reduced |
| Keynote Financial Services LLC | 24,579 | $1.08M | 0.83% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 24,636 | $1.08M | 0.32% | −170−0.7% | Reduced |
| Field & Main Bank | 24,675 | $1.08M | 0.38% | −70−0.3% | Reduced |
| RMR Wealth Builders | 24,679 | $1.08M | 0.11% | −30,751−55.5% | Reduced |
| Avenir Corp | 24,740 | $1.09M | 0.11% | −6,217−20.1% | Reduced |
| South Plains Financial, Inc. | 24,798 | $1.09M | 0.83% | +24,798 | New |
| Gallagher Capital Advisors, LLC | 24,814 | $1.09M | 0.79% | +24,814 | New |
| TruWealth Advisors, LLC | 24,823 | $1.09M | 0.07% | +404+1.7% | Added |
| Strategic Blueprint, LLC | 24,830 | $1.09M | 0.06% | +1,293+5.5% | Added |
| Spirit of America Management Corp | 24,850 | $1.09M | 0.22% | 00.0% | Unchanged |
| Independent Investors Inc | 24,880 | $1.09M | 0.22% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 24,902 | $1.09M | 0.14% | +80.0% | Added |
| Canandaigua National Trust Co of Florida | 24,915 | $1.10M | 0.85% | −141−0.6% | Reduced |
| Parkside Investments, LLC | 25,000 | $1.10M | 0.16% | −2,500−9.1% | Reduced |
| Vectors Research Management, LLC | 25,000 | $1.10M | 0.37% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 25,143 | $1.11M | 0.17% | +80.0% | Added |
| Alpha Omega Wealth Management LLC | 25,176 | $1.11M | 0.21% | −547−2.1% | Reduced |
| BLB&B Advisors, LLC | 25,223 | $1.11M | 0.06% | −1,452−5.4% | Reduced |
| Journey Advisory Group, LLC | 27,916 | $1.11M | 0.13% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,370 | $1.12M | 0.63% | +50.0% | Added |