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 |
|---|---|---|---|---|---|
| Catalina Capital Group, LLC | 29,766 | $1.31M | 0.43% | +1,596+5.7% | Added |
| Greenwich Wealth Management LLC | 29,803 | $1.31M | 0.09% | +2,704+10.0% | Added |
| KPP Advisory Services LLC | 29,879 | $1.31M | 0.31% | +450+1.5% | Added |
| Sarasin & Partners LLP | 30,000 | $1.32M | 0.01% | +30,000 | New |
| Cowa, LLC | 30,030 | $1.32M | 0.61% | −16,868−36.0% | Reduced |
| Concord Wealth Partners | 30,145 | $1.32M | 0.22% | +1,821+6.4% | Added |
| Navalign, LLC | 30,154 | $1.33M | 0.39% | −581−1.9% | Reduced |
| Safe Harbor Fiduciary, LLC | 30,167 | $1.33M | 1.35% | +26+0.1% | Added |
| IPG Investment Advisors LLC | 30,228 | $1.33M | 0.30% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 30,236 | $1.33M | 1.00% | −970−3.1% | Reduced |
| First PREMIER Bank | 30,335 | $1.33M | 0.34% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 30,349 | $1.33M | 0.98% | −13,446−30.7% | Reduced |
| Kidder Stephen W | 30,390 | $1.34M | 0.40% | −25−0.1% | Reduced |
| NCM Capital Management, LLC | 30,483 | $1.34M | 0.60% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 30,514 | $1.34M | 0.24% | −478−1.5% | Reduced |
| StoneX Group Inc. | 30,519 | $1.34M | 0.07% | +4,805+18.7% | Added |
| Aprio Wealth Management, LLC | 30,563 | $1.34M | 0.20% | +1,752+6.1% | Added |
| Financial Advocates Investment Management | 30,600 | $1.34M | 0.08% | +428+1.4% | Added |
| Kovack Advisors, Inc. | 30,755 | $1.35M | 0.13% | +3,726+13.8% | Added |
| Gladius Capital Management LP | 30,807 | $1.35M | 0.78% | −8,216−21.1% | Reduced |
| Aurora Private Wealth, Inc. | 30,880 | $1.36M | 1.02% | −271−0.9% | Reduced |
| Mechanics Bank Trust Department | 30,898 | $1.36M | 0.18% | −300−1.0% | Reduced |
| RMB Capital Management, LLC | 30,923 | $1.36M | 0.03% | −3,288−9.6% | Reduced |
| Accent Capital Management, LLC | 31,000 | $1.36M | 0.78% | −8,500−21.5% | Reduced |
| Blue Capital, Inc. | 31,008 | $1.36M | 0.96% | +31,008 | New |
| Sepio Capital, LP | 31,020 | $1.36M | 0.11% | −3,046−8.9% | Reduced |
| Strategic Advisors LLC | 31,029 | $1.36M | 0.25% | +3,667+13.4% | Added |
| Tempus Wealth Planning, LLC | 31,340 | $1.38M | 0.42% | −392−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 31,381 | $1.38M | 0.32% | −470−1.5% | Reduced |
| Journey Strategic Wealth LLC | 31,406 | $1.38M | 0.05% | −3,329−9.6% | Reduced |
| Pure Financial Advisors, Inc. | 31,429 | $1.38M | 0.03% | +3,005+10.6% | Added |
| Teza Capital Management LLC | 31,442 | $1.38M | 0.21% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 31,493 | $1.38M | 0.06% | +949+3.1% | Added |
| Smith Thornton Advisors LLC | 31,520 | $1.39M | 0.88% | +10.0% | Added |
| City Holding Co | 31,537 | $1.39M | 0.20% | +205+0.7% | Added |
| LVW Advisors, LLC | 31,584 | $1.39M | 0.17% | −6,266−16.6% | Reduced |
| Brown Financial Advisors | 31,591 | $1.39M | 0.56% | +1,124+3.7% | Added |
| CFS Investment Advisory Services, LLC | 31,603 | $1.39M | 0.12% | −121−0.4% | Reduced |
| Dark Forest Capital Management LP | 31,609 | $1.39M | 0.20% | −8,684−21.6% | Reduced |
| Founders Financial Alliance, LLC | 31,685 | $1.39M | 0.38% | +207+0.7% | Added |
| Nilsine Partners, LLC | 31,741 | $1.40M | 0.15% | +4,166+15.1% | Added |
| Accurate Wealth Management, LLC | 30,910 | $1.40M | 0.27% | −3,230−9.5% | Reduced |
| Meridian Wealth Management, LLC | 31,776 | $1.40M | 0.07% | +2,444+8.3% | Added |
| Catalyst Financial Partners LLC | 31,803 | $1.40M | 0.26% | +2,737+9.4% | Added |
| SPC Financial, Inc. | 31,977 | $1.41M | 0.12% | +2,205+7.4% | Added |
| Colonial Trust Advisors | 31,987 | $1.41M | 0.12% | −43,744−57.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,039 | $1.41M | 0.03% | +17+0.1% | Added |
| Kessler Investment Group, LLC | 32,076 | $1.41M | 0.67% | −1,275−3.8% | Reduced |
| IFG Advisory, LLC | 32,185 | $1.41M | 0.08% | −3,028−8.6% | Reduced |
| Dunhill Financial, LLC | 32,244 | $1.42M | 0.66% | +2,992+10.2% | Added |
| Iams Wealth Management, LLC | 32,293 | $1.42M | 0.65% | −102−0.3% | Reduced |
| Curated Wealth Partners LLC | 32,359 | $1.42M | 0.16% | +248+0.8% | Added |
| WBH Advisory Inc | 32,376 | $1.42M | 0.13% | −112−0.3% | Reduced |
| First National Bank Sioux Falls | 32,438 | $1.43M | 0.61% | −100−0.3% | Reduced |
| US Asset Management LLC | 32,489 | $1.43M | 1.28% | −1,195−3.5% | Reduced |
| First National Bank & Trust Co of Newtown | 32,542 | $1.43M | 0.30% | −3,541−9.8% | Reduced |
| Mondrian Investment Partners LTD | 30,907 | $1.43M | 0.02% | +30,907 | New |
| Fukoku Mutual Life Insurance Co | 32,661 | $1.44M | 0.10% | −11,290−25.7% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 32,710 | $1.44M | 0.05% | +4,158+14.6% | Added |
| Quent Capital, LLC | 32,796 | $1.44M | 0.15% | −137−0.4% | Reduced |
| David Loasby | 31,984 | $1.44M | 0.13% | +1,202+3.9% | Added |
| Winthrop Advisory Group LLC | 32,864 | $1.44M | 0.17% | +1,612+5.2% | Added |
| Proffitt & Goodson Inc | 32,935 | $1.45M | 0.24% | +35+0.1% | Added |
| VELA Investment Management, LLC | 32,942 | $1.45M | 0.50% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 32,925 | $1.45M | 0.07% | +18,104+122.2% | Added |
| CX Institutional | 33,168 | $1.46M | 0.06% | −95−0.3% | Reduced |
| Skopos Labs, Inc. | 33,180 | $1.46M | 0.43% | +2,550+8.3% | Added |
| Canopy Partners, LLC | 33,239 | $1.46M | 0.56% | +1,865+5.9% | Added |
| InTrack Investment Management Inc | 32,073 | $1.47M | 1.02% | −3,370−9.5% | Reduced |
| Gs Investments, Inc. | 33,488 | $1.47M | 0.67% | −2,675−7.4% | Reduced |
| Pasadena Private Wealth, LLC | 33,507 | $1.47M | 0.30% | −2,000−5.6% | Reduced |
| Gilman Hill Asset Management, LLC | 33,534 | $1.47M | 0.26% | +23,237+225.7% | Added |
| Monterey Private Wealth, Inc. | 33,768 | $1.48M | 0.49% | +1,291+4.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,778 | $1.48M | 0.22% | −4,028−10.7% | Reduced |
| Summit Asset Management, LLC | 33,785 | $1.48M | 0.26% | +1,000+3.1% | Added |
| Krilogy Financial LLC | 33,788 | $1.48M | 0.10% | −2,066−5.8% | Reduced |
| Kathmere Capital Management, LLC | 33,815 | $1.49M | 0.13% | +2,978+9.7% | Added |
| Allen Capital Group, LLC | 33,856 | $1.49M | 0.18% | +1,715+5.3% | Added |
| Flagship Harbor Advisors, LLC | 33,886 | $1.49M | 0.08% | −3,610−9.6% | Reduced |
| Signal Advisors Wealth, LLC | 33,908 | $1.49M | 0.17% | −274−0.8% | Reduced |
| Sirios Capital Management L P | 34,022 | $1.50M | 0.27% | −1,118−3.2% | Reduced |
| Personal Cfo Solutions, LLC | 34,059 | $1.50M | 0.29% | +1,275+3.9% | Added |
| Raelipskie Partnership | 34,136 | $1.50M | 0.75% | +10.0% | Added |
| Anb Bank | 34,162 | $1.50M | 0.66% | +34,162 | New |
| Haverford Trust Co | 34,193 | $1.50M | 0.01% | −219−0.6% | Reduced |
| SignalPoint Asset Management, LLC | 34,252 | $1.51M | 0.37% | −437−1.3% | Reduced |
| Precedent Wealth Partners, LLC | 34,264 | $1.51M | 0.49% | +400+1.2% | Added |
| Campbell Newman Asset Management Inc | 34,350 | $1.51M | 0.12% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 34,350 | $1.51M | 0.70% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 34,455 | $1.51M | 0.12% | −724−2.1% | Reduced |
| Connecticut Wealth Management, LLC | 34,531 | $1.52M | 0.07% | −3,189−8.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 34,576 | $1.52M | 0.14% | +9,286+36.7% | Added |
| Blueprint Investment Partners LLC | 34,611 | $1.52M | 0.24% | +9,835+39.7% | Added |
| Welch Group, LLC | 34,700 | $1.52M | 0.07% | −7,781−18.3% | Reduced |
| Souders Financial Advisors | 34,670 | $1.52M | 0.21% | −5,123−12.9% | Reduced |
| Wealth Management Associates, Inc. | 34,711 | $1.53M | 0.65% | −986−2.8% | Reduced |
| Prairiewood Capital, LLC | 34,716 | $1.53M | 0.65% | −6,617−16.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 34,774 | $1.53M | 0.16% | −3,325−8.7% | Reduced |
| Fee-Only Financial Planning, L.C. | 34,917 | $1.53M | 0.99% | −200−0.6% | Reduced |
| Johnson & White Wealth Management, LLC | 34,686 | $1.54M | 0.93% | −124−0.4% | Reduced |