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 |
|---|---|---|---|---|---|
| Orca Wealth Management, LLC | 34,963 | $1.54M | 1.38% | +34,963 | New |
| Old Mission Investment Co LLC | 34,970 | $1.54M | 0.46% | +6,736+23.9% | Added |
| Oddo BHF Asset Management SAS | 35,000 | $1.54M | 0.08% | −7,087−16.8% | Reduced |
| ICONIQ Capital, LLC | 35,129 | $1.54M | 0.02% | +17,179+95.7% | Added |
| Mather Group, LLC. | 35,135 | $1.54M | 0.02% | +395+1.1% | Added |
| Longfellow Investment Management Co LLC | 35,136 | $1.54M | 0.40% | −2,257−6.0% | Reduced |
| Myriad Asset Management US LP | 35,139 | $1.54M | 1.04% | +35,139 | New |
| IFC Advisors LLC | 35,176 | $1.55M | 0.34% | +35,176 | New |
| Cape Ann Savings Bank | 35,224 | $1.55M | 0.91% | −855−2.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 35,242 | $1.55M | 1.37% | −850−2.4% | Reduced |
| Earnest Partners LLC | 35,291 | $1.55M | 0.01% | −934−2.6% | Reduced |
| Wesbanco Bank Inc | 35,293 | $1.55M | 0.05% | −4,497−11.3% | Reduced |
| Agp Franklin, LLC | 35,294 | $1.55M | 0.94% | +35,294 | New |
| GM Advisory Group, Inc. | 35,305 | $1.55M | 0.09% | −41−0.1% | Reduced |
| Corundum Group, Inc. | 35,595 | $1.56M | 0.58% | +11,390+47.1% | Added |
| Mosaic Financial Group, LLC | 35,609 | $1.56M | 1.12% | −964−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 35,729 | $1.57M | 0.28% | −6,475−15.3% | Reduced |
| Coastal Bridge Advisors, LLC | 35,751 | $1.57M | 0.40% | +23+0.1% | Added |
| Wall Street Access Asset Management, LLC | 35,815 | $1.57M | 0.59% | +615+1.7% | Added |
| Murphy Pohlad Asset Management LLC | 35,877 | $1.58M | 0.68% | −3,365−8.6% | Reduced |
| Paradigm Capital Management, LLC | 36,007 | $1.58M | 1.48% | +49+0.1% | Added |
| TLWM | 36,078 | $1.59M | 0.31% | +1,315+3.8% | Added |
| Chancellor Financial Group WB LP | 36,198 | $1.59M | 1.28% | +36,198 | New |
| LRI Investments, LLC | 36,199 | $1.59M | 0.15% | −816−2.2% | Reduced |
| Keel Point, LLC | 36,272 | $1.59M | 0.13% | +5,682+18.6% | Added |
| Aspiriant, LLC | 36,278 | $1.59M | 0.06% | +1,588+4.6% | Added |
| Aviance Capital Partners, LLC | 36,282 | $1.59M | 0.22% | +1,006+2.9% | Added |
| Stonegate Investment Group, LLC | 36,296 | $1.60M | 0.04% | +2,549+7.6% | Added |
| Infrastructure Capital Advisors, LLC | 36,404 | $1.60M | 0.21% | −12,358−25.3% | Reduced |
| United Capital Management of KS, Inc. | 36,426 | $1.60M | 0.29% | +36,426 | New |
| SkyOak Wealth, LLC | 36,610 | $1.61M | 0.34% | −3,525−8.8% | Reduced |
| Millennium Capital Advisors, LLC | 36,617 | $1.61M | 1.10% | −81−0.2% | Reduced |
| Blue Edge Capital, LLC | 36,630 | $1.61M | 0.25% | 00.0% | Unchanged |
| Mathes Company, Inc. | 36,900 | $1.62M | 0.59% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 36,912 | $1.62M | 0.45% | −2,535−6.4% | Reduced |
| NCP Inc. | 36,926 | $1.62M | 0.83% | +1,009+2.8% | Added |
| Everhart Financial Group, Inc. | 36,991 | $1.63M | 0.33% | +2,300+6.6% | Added |
| Lake Street Financial LLC | 37,029 | $1.63M | 0.26% | −3,213−8.0% | Reduced |
| Advisory Research Inc | 37,043 | $1.63M | 0.27% | −3,683−9.0% | Reduced |
| Princeton Capital Management LLC | 37,127 | $1.63M | 0.51% | +2,190+6.3% | Added |
| TrinityPoint Wealth, LLC | 37,137 | $1.63M | 0.23% | +544+1.5% | Added |
| Proquility Private Wealth Partners, LLC | 37,215 | $1.64M | 0.53% | +72+0.2% | Added |
| Key Client Fiduciary Advisors, LLC | 37,252 | $1.64M | 0.73% | −794−2.1% | Reduced |
| Paradigm Financial Partners, LLC | 37,321 | $1.64M | 0.21% | +7,436+24.9% | Added |
| FLC Capital Advisors | 37,406 | $1.64M | 0.38% | −506−1.3% | Reduced |
| ISAM Funds (UK) Ltd | 37,415 | $1.64M | 1.22% | +37,415 | New |
| Mosaic Family Wealth Partners, LLC | 37,454 | $1.65M | 0.24% | +28+0.1% | Added |
| CoreCap Advisors, LLC | 37,464 | $1.65M | 0.07% | −551−1.4% | Reduced |
| MONECO Advisors, LLC | 37,476 | $1.65M | 0.17% | +15,443+70.1% | Added |
| Boomfish Wealth Group, LLC | 37,514 | $1.65M | 1.00% | −454−1.2% | Reduced |
| Howland Capital Management LLC | 37,683 | $1.66M | 0.07% | +459+1.2% | Added |
| Sovereign Financial Group, Inc. | 37,691 | $1.66M | 0.38% | −969−2.5% | Reduced |
| Schulhoff & Co Inc | 37,809 | $1.66M | 0.74% | −917−2.4% | Reduced |
| Altshuler Shaham Ltd | 37,898 | $1.67M | 0.06% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 37,900 | $1.67M | 0.47% | −2,035−5.1% | Reduced |
| Breakwater Capital Group | 37,907 | $1.67M | 0.33% | −442−1.2% | Reduced |
| Jmac Enterprises LLC | 37,951 | $1.67M | 0.26% | +1,273+3.5% | Added |
| VCI Wealth Management LLC | 38,019 | $1.67M | 0.71% | +6,918+22.2% | Added |
| Marcum Wealth, LLC | 38,279 | $1.68M | 0.15% | +1,333+3.6% | Added |
| IMA Wealth, Inc. | 38,410 | $1.69M | 0.20% | +10.0% | Added |
| Smithfield Trust Co | 38,392 | $1.69M | 0.08% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 38,471 | $1.69M | 0.64% | −222−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 38,571 | $1.70M | 0.06% | +1,538+4.2% | Added |
| Biltmore Family Office, LLC | 38,581 | $1.70M | 0.28% | −242−0.6% | Reduced |
| Atlas Brown,Inc. | 38,590 | $1.70M | 0.58% | +1,584+4.3% | Added |
| Brown, Lisle/Cummings, Inc. | 38,626 | $1.70M | 0.51% | +1,804+4.9% | Added |
| Safeguard Investment Advisory Group, LLC | 38,644 | $1.70M | 0.47% | −414−1.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 38,653 | $1.70M | 0.53% | −349−0.9% | Reduced |
| Waterloo Capital, L.P. | 38,661 | $1.70M | 0.18% | +3,093+8.7% | Added |
| Baxter Bros Inc | 38,777 | $1.70M | 0.22% | −5,783−13.0% | Reduced |
| NBW Capital LLC | 38,917 | $1.71M | 0.32% | −810−2.0% | Reduced |
| Kiley Juergens Wealth Management, LLC | 38,937 | $1.71M | 0.43% | −1,258−3.1% | Reduced |
| Trust Point Inc. | 38,939 | $1.71M | 0.12% | +964+2.5% | Added |
| Andra AP-fonden | 39,000 | $1.71M | 0.03% | −4,500−10.3% | Reduced |
| Shepherd Financial Partners LLC | 39,134 | $1.72M | 0.21% | +7,487+23.7% | Added |
| May Barnhard Investments LLC | 39,189 | $1.72M | 0.82% | +170.0% | Added |
| Boston Trust Walden Corp | 39,208 | $1.72M | 0.01% | −760−1.9% | Reduced |
| Gateway Wealth Partners, LLC | 39,221 | $1.72M | 0.45% | +22,420+133.4% | Added |
| Cullen Investment Group, Ltd. | 39,243 | $1.72M | 0.25% | +280+0.7% | Added |
| Legacy Financial Advisors, Inc. | 39,285 | $1.73M | 0.29% | +1,765+4.7% | Added |
| Angeles Wealth Management, LLC | 39,350 | $1.73M | 0.14% | +13,861+54.4% | Added |
| SeaCrest Wealth Management, LLC | 39,494 | $1.74M | 0.18% | −16,831−29.9% | Reduced |
| Palumbo Wealth Management LLC | 39,533 | $1.74M | 0.65% | −1,377−3.4% | Reduced |
| Essential Planning, LLC. | 39,585 | $1.74M | 0.01% | +39,585 | New |
| Mfg Wealth Management, Inc. | 39,609 | $1.74M | 1.59% | +39,609 | New |
| Independence Bank of Kentucky | 39,729 | $1.75M | 0.27% | +4,635+13.2% | Added |
| Kerrisdale Advisers, LLC | 39,759 | $1.75M | 0.59% | −45,370−53.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 37,814 | $1.75M | 0.50% | +17,055+82.2% | Added |
| Greenfield Savings Bank | 39,947 | $1.76M | 0.84% | +313+0.8% | Added |
| Grand Jean Capital Management Inc | 40,000 | $1.76M | 0.41% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.76M | 0.73% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 40,198 | $1.77M | 0.47% | −375−0.9% | Reduced |
| Advisor OS, LLC | 40,222 | $1.77M | 0.20% | −10,391−20.5% | Reduced |
| Hikari Power Ltd | 40,240 | $1.77M | 0.15% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 40,073 | $1.77M | 0.42% | +40,073 | New |
| Generation Capital Management LLC | 40,383 | $1.77M | 1.52% | +40,383 | New |
| E&G Advisors, LP | 40,564 | $1.78M | 0.48% | −500−1.2% | Reduced |
| Global Financial Private Client, LLC | 40,614 | $1.78M | 0.67% | −400−1.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 40,622 | $1.79M | 1.06% | +500+1.2% | Added |
| Carolinas Wealth Consulting LLC | 40,688 | $1.79M | 0.35% | −33,064−44.8% | Reduced |