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
- 3,277
- +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
- 1,204 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Nordwand Advisors, LLC | 545 | $24.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 547 | $24.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 550 | $24.2K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 550 | $24.8K | 0.02% | −183−25.0% | Reduced |
| Graney & King, LLC | 567 | $24.9K | 0.02% | +567 | New |
| Wiser Advisor Group LLC | 572 | $25.1K | 0.04% | 00.0% | Unchanged |
| Collier Financial | 578 | $25.4K | 0.02% | +578 | New |
| Richardson Capital Management LLC | 600 | $26.4K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 624 | $27.4K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 653 | $28.7K | 0.01% | +653 | New |
| Vega Investment Solutions | 683 | $30.0K | 0.02% | +683 | New |
| Marshall & Sterling Wealth Advisors Inc. | 707 | $31.1K | 0.02% | +707 | New |
| Cranbrook Wealth Management, LLC | 743 | $32.7K | 0.01% | +195+35.6% | Added |
| Battery Global Advisors, LLC | 744 | $32.7K | 0.02% | +5+0.7% | Added |
| Peoples Financial Services Corp. | 758 | $33.3K | 0.02% | −11,632−93.9% | Reduced |
| Granite FO LLC | 772 | $33.9K | 0.02% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 780 | $34.3K | 0.65% | +780 | New |
| Glass Jacobson Investment Advisors llc | 797 | $35.0K | 0.01% | +276+53.0% | Added |
| Morgan Dempsey Capital Management LLC | 800 | $35.2K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 817 | $35.9K | 0.00% | +4+0.5% | Added |
| Red Tortoise LLC | 830 | $36.5K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 835 | $36.7K | 0.02% | +1+0.1% | Added |
| Highline Wealth Partners LLC | 844 | $37.1K | 0.01% | +510+152.7% | Added |
| Front Row Advisors LLC | 846 | $37.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 847 | $37.2K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 862 | $37.9K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 884 | $38.0K | 0.01% | +884 | New |
| Criterion Capital Advisors, LLC | 958 | $38.1K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 874 | $38.4K | 0.02% | +64+7.9% | Added |
| Mascoma Wealth Management LLC | 890 | $39.1K | 0.01% | +361+68.2% | Added |
| Grayhawk Investment Strategies Inc. | 897 | $39.4K | 0.08% | −1,300−59.2% | Reduced |
| Fortis Group Advisors, LLC | 914 | $40.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 941 | $42.4K | 0.04% | +941 | New |
| Park Circle Co | 1,000 | $44.0K | 0.04% | 00.0% | Unchanged |
| Capital Management Associates | 1,005 | $44.2K | 0.05% | −3,545−77.9% | Reduced |
| Christopher J. Hasenberg, Inc | 1,014 | $44.6K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 1,016 | $44.7K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,018 | $44.7K | 0.01% | +1,018 | New |
| TruNorth Capital Management, LLC | 1,064 | $46.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,066 | $46.9K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,070 | $47.0K | 0.01% | −400−27.2% | Reduced |
| POM Investment Strategies, LLC | 1,083 | $47.6K | 0.04% | +1,006+1,306.5% | Added |
| Cassady Schiller Wealth Management, LLC | 1,102 | $48.4K | 0.02% | +327+42.2% | Added |
| Financial Network Wealth Advisors LLC | 1,103 | $48.5K | 0.09% | −1,575−58.8% | Reduced |
| Advantage Trust Co | 1,125 | $49.4K | 0.03% | −1,125−50.0% | Reduced |
| Castleview Partners, LLC | 1,118 | $49.5K | 0.03% | +67+6.4% | Added |
| Eisler Capital Management Ltd. | 1,125 | $49.8K | 0.00% | +1,125 | New |
| Noble Wealth Management PBC | 1,135 | $49.9K | 0.03% | +1,135 | New |
| Aspect Partners, LLC | 1,164 | $51.2K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,168 | $51.3K | 0.01% | +389+49.9% | Added |
| WR Wealth Planners, LLC | 1,189 | $52.3K | 0.02% | −7,477−86.3% | Reduced |
| First Community Trust NA | 1,200 | $52.7K | 0.04% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1,204 | $52.9K | 0.04% | +1,204 | New |
| Global Trust Asset Management, LLC | 1,240 | $54.5K | 0.02% | +204+19.7% | Added |
| Live Oak Investment Partners | – | $55.2K | 0.04% | – | – |
| Whipplewood Advisors, LLC | 1,308 | $57.5K | 0.03% | +1,308 | New |
| Minot DeBlois Advisors LLC | 1,324 | $58.2K | 0.05% | +1,324 | New |
| Broadwater Capital Management LLC | 1,332 | $58.5K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,338 | $58.8K | 0.00% | +1,338 | New |
| Financial Freedom, LLC | 1,379 | $60.6K | 0.03% | +6+0.4% | Added |
| Carolina Wealth Advisors, LLC | 1,386 | $60.9K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,423 | $62.6K | 0.01% | +1+0.1% | Added |
| Bell Investment Advisors, Inc | 1,431 | $62.9K | 0.01% | −77−5.1% | Reduced |
| Keener Financial Planning LLC | 1,454 | $63.0K | 0.04% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1,351 | $63.1K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,440 | $63.3K | 0.04% | +1+0.1% | Added |
| Oakmont Corp | 1,455 | $63.9K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,498 | $65.0K | 0.04% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 1,500 | $65.9K | 0.01% | +1,500 | New |
| Murphy & Mullick Capital Management Corp | 1,528 | $67.2K | 0.06% | +1,528 | New |
| Prudent Man Investment Management, Inc. | 1,580 | $69.4K | 0.04% | +1,580 | New |
| VisionPoint Advisory Group, LLC | 1,571 | $69.6K | 0.02% | +1,571 | New |
| FSC Wealth Advisors, LLC | 1,590 | $69.9K | 0.04% | −315−16.5% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,592 | $70.0K | 0.06% | +1,592 | New |
| Hurley Capital, LLC | 1,602 | $73.1K | 0.06% | +1,602 | New |
| Meeder Asset Management Inc | 1,667 | $73.3K | 0.01% | −107−6.0% | Reduced |
| VSM Wealth Advisory, LLC | 1,669 | $73.4K | 0.03% | +1,669 | New |
| Northwest Capital Management Inc | 1,680 | $73.8K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,704 | $74.9K | 0.02% | +167+10.9% | Added |
| Avalon Trust Co | 1,719 | $75.6K | 0.01% | +219+14.6% | Added |
| Rialto Wealth Management, LLC | 1,722 | $75.7K | 0.02% | +1,722 | New |
| Manitou Investment Management Ltd. | 1,725 | $75.8K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,727 | $75.9K | 0.02% | −71−3.9% | Reduced |
| EnRich Financial Partners LLC | 1,737 | $76.3K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,743 | $76.6K | 0.06% | +1,743 | New |
| S&T Bank | 1,805 | $79.3K | 0.03% | +1,805 | New |
| Fedenia Advisers LLC | 1,811 | $79.6K | 0.05% | +1,811 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,853 | $81.0K | 0.03% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,861 | $81.8K | 0.07% | +2+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,888 | $83.0K | 0.03% | −202−9.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,900 | $83.5K | 0.02% | +1,188+166.9% | Added |
| Mizuho Bank, Ltd. | 1,900 | $83.5K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 1,910 | $83.9K | 0.08% | +1,910 | New |
| Cornerstone Planning Group LLC | 1,801 | $84.8K | 0.02% | +102+6.0% | Added |
| Adalta Capital Management LLC | 2,000 | $87.9K | 0.05% | −300−13.0% | Reduced |
| GKV Capital Management Co., Inc. | 2,000 | $87.9K | 0.04% | +2,000 | New |
| Atticus Wealth Management, LLC | 2,035 | $89.4K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,040 | $89.7K | 0.00% | −2,080−50.5% | Reduced |
| Bogart Wealth, LLC | 2,040 | $89.7K | 0.00% | +260+14.6% | Added |
| Quest 10 Wealth Builders, Inc. | 2,041 | $89.7K | 0.09% | +2,041 | New |