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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 40,692 | $1.79M | 0.06% | −3,106−7.1% | Reduced |
| Asset Dedication, LLC | 40,733 | $1.79M | 0.14% | −28,293−41.0% | Reduced |
| Ballast, Inc. | 40,755 | $1.79M | 0.51% | −3,314−7.5% | Reduced |
| BigSur Wealth Management LLC | 40,850 | $1.80M | 0.51% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 40,854 | $1.80M | 1.43% | −192−0.5% | Reduced |
| Bridges Investment Management Inc | 40,869 | $1.80M | 0.03% | +256+0.6% | Added |
| Meadow Creek Wealth Advisors LLC | 41,140 | $1.81M | 1.30% | −11,149−21.3% | Reduced |
| Aventura Private Wealth, LLC | 41,172 | $1.81M | 0.97% | +41,172 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 41,214 | $1.81M | 0.66% | +41,214 | New |
| Geneos Wealth Management Inc. | 41,333 | $1.82M | 0.06% | −60−0.1% | Reduced |
| Conning Inc. | 41,470 | $1.82M | 0.06% | −8,873−17.6% | Reduced |
| Coastline Trust Co | 41,604 | $1.83M | 0.21% | −120−0.3% | Reduced |
| RB Capital Management, LLC | 41,662 | $1.83M | 0.43% | −899−2.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 41,667 | $1.83M | 0.35% | −267−0.6% | Reduced |
| Sterling Capital Management LLC | 41,777 | $1.84M | 0.03% | −47,644−53.3% | Reduced |
| Blue Fin Capital, Inc. | 41,878 | $1.84M | 0.34% | −226−0.5% | Reduced |
| Chapman Financial Group, LLC | 41,978 | $1.84M | 1.48% | +41,978 | New |
| Ramirez Asset Management, Inc. | 42,030 | $1.85M | 0.37% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42,042 | $1.85M | 0.39% | −500−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 42,078 | $1.85M | 0.07% | −1,043−2.4% | Reduced |
| Investment Advisory Services Inc | 42,131 | $1.85M | 0.65% | −3,521−7.7% | Reduced |
| Silver Oak Securities, Inc | 42,242 | $1.85M | 0.17% | +31,297+285.9% | Added |
| Visionary Wealth Advisors | 42,255 | $1.86M | 0.11% | −2,349−5.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 42,485 | $1.87M | 0.83% | −836−1.9% | Reduced |
| Sage Investment Counsel LLC | 42,505 | $1.87M | 2.43% | +42,505 | New |
| Gratus Wealth Advisors, LLC | 42,587 | $1.87M | 0.30% | −14,395−25.3% | Reduced |
| White Pine Capital LLC | 42,603 | $1.87M | 0.63% | +34+0.1% | Added |
| Colonial River Wealth Management, LLC | 42,610 | $1.87M | 0.91% | +1,404+3.4% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 39,818 | $1.88M | 0.69% | −449−1.1% | Reduced |
| Falcon Wealth Planning | 42,884 | $1.88M | 0.21% | −1,677−3.8% | Reduced |
| Duncker Streett & Co Inc | 42,980 | $1.89M | 0.35% | +10.0% | Added |
| Aviso Financial Inc. | 43,088 | $1.89M | 0.10% | −85−0.2% | Reduced |
| Sandy Spring Bank | 43,109 | $1.89M | 0.08% | −4,706−9.8% | Reduced |
| AMG National Trust Bank | 43,152 | $1.90M | 0.05% | −1,763−3.9% | Reduced |
| Wynn Capital, LLC | 43,183 | $1.90M | 1.20% | +98+0.2% | Added |
| Aster Capital Management (DIFC) Ltd | 43,193 | $1.90M | 0.72% | −31,517−42.2% | Reduced |
| Martin & Co Inc | 43,205 | $1.90M | 0.47% | −2,027−4.5% | Reduced |
| Capital Advisors Inc | 43,226 | $1.90M | 0.04% | +393+0.9% | Added |
| CRA Financial Services, LLC | 43,319 | $1.90M | 0.33% | −237−0.5% | Reduced |
| Optiver Holding B.V. | 43,321 | $1.90M | 0.06% | +21,324+96.9% | Added |
| Fort Sheridan Advisors LLC | 43,375 | $1.91M | 0.28% | +2,752+6.8% | Added |
| IMS Capital Management | 43,665 | $1.92M | 0.89% | −623−1.4% | Reduced |
| Guardian Wealth Advisors, LLC | 43,809 | $1.93M | 0.15% | +1,396+3.3% | Added |
| Lineweaver Wealth Advisors, LLC | 43,815 | $1.93M | 0.36% | −1,616−3.6% | Reduced |
| Brady Family Wealth, LLC | 43,857 | $1.93M | 0.59% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 47,324 | $1.93M | 0.12% | +6,088+14.8% | Added |
| Rehmann Capital Advisory Group | 44,135 | $1.94M | 0.12% | +2,799+6.8% | Added |
| Mendel Money Management | 44,332 | $1.95M | 0.87% | −1,930−4.2% | Reduced |
| Arvest Investments, Inc. | 44,333 | $1.95M | 0.31% | −3,260−6.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 44,343 | $1.95M | 0.95% | −634−1.4% | Reduced |
| Bridgewater Advisors Inc. | 42,580 | $1.95M | 0.20% | −160.0% | Reduced |
| Cooper Financial Group | 44,441 | $1.95M | 0.24% | +5,388+13.8% | Added |
| Csenge Advisory Group | 44,523 | $1.96M | 0.11% | −3,723−7.7% | Reduced |
| CenterBook Partners LP | 44,565 | $1.96M | 0.12% | −1,995−4.3% | Reduced |
| Premier Path Wealth Partners, LLC | 44,631 | $1.96M | 0.30% | +451+1.0% | Added |
| MWA Asset Management | 44,658 | $1.96M | 1.31% | +600+1.4% | Added |
| Chapin Davis, Inc. | 49,534 | $1.97M | 0.64% | 00.0% | Unchanged |
| Banque Transatlantique SA | 45,000 | $1.97M | 0.05% | +45,000 | New |
| Oarsman Capital, Inc. | 44,781 | $1.97M | 0.34% | +367+0.8% | Added |
| Herold Advisors, Inc. | 44,810 | $1.97M | 0.43% | +751+1.7% | Added |
| Sunesis Advisors, LLC | 45,082 | $1.98M | 1.20% | +1,394+3.2% | Added |
| 3Chopt Investment Partners, LLC | 45,354 | $1.99M | 0.68% | +4,977+12.3% | Added |
| Evoke Wealth, LLC | 45,360 | $1.99M | 0.06% | +10,711+30.9% | Added |
| Investors Asset Management of Georgia Inc | 45,364 | $1.99M | 0.97% | −1,546−3.3% | Reduced |
| Avestar Capital, LLC | 45,550 | $2.00M | 0.18% | +3,528+8.4% | Added |
| Burney Co | 45,599 | $2.00M | 0.07% | −513−1.1% | Reduced |
| American Capital Advisory, LLC | 45,699 | $2.01M | 1.11% | −720−1.6% | Reduced |
| Shell Asset Management Co | 45,975 | $2.02M | 0.09% | −3,929−7.9% | Reduced |
| Ally Financial Inc. | 46,000 | $2.02M | 0.25% | +46,000 | New |
| MCF Advisors LLC | 46,242 | $2.03M | 0.14% | −2,312−4.8% | Reduced |
| Jupiter Wealth Management LLC | 46,247 | $2.03M | 1.02% | +2,500+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 46,294 | $2.03M | 0.48% | −172−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 46,480 | $2.04M | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 46,534 | $2.05M | 0.82% | −2,041−4.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 46,685 | $2.05M | 0.36% | +46,685 | New |
| Legato Capital Management LLC | 46,721 | $2.05M | 0.27% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 46,827 | $2.06M | 0.57% | +230+0.5% | Added |
| Register Financial Advisors LLC | 46,853 | $2.06M | 1.03% | −833−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 46,856 | $2.06M | 0.67% | −8,365−15.1% | Reduced |
| Cito Capital Group, LLC | 46,870 | $2.06M | 0.76% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 46,895 | $2.06M | 1.33% | −250−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 46,987 | $2.07M | 0.04% | −5,769−10.9% | Reduced |
| Howard Capital Management Inc. | 47,054 | $2.07M | 0.03% | +2,406+5.4% | Added |
| Adell Harriman & Carpenter Inc | 47,131 | $2.07M | 0.14% | +2,176+4.8% | Added |
| Aaron Wealth Advisors | 47,156 | $2.07M | 0.24% | +2,769+6.2% | Added |
| Coppell Advisory Solutions LLC | 47,402 | $2.08M | 0.30% | −810−1.7% | Reduced |
| Financial Partners Group, LLC | 47,393 | $2.08M | 0.87% | −2,306−4.6% | Reduced |
| Alpha Cubed Investments, LLC | 47,419 | $2.08M | 0.10% | −3,094−6.1% | Reduced |
| Chicago Partners Investment Group LLC | 45,160 | $2.09M | 0.07% | +5,903+15.0% | Added |
| Bragg Financial Advisors, Inc | 47,488 | $2.09M | 0.08% | +2,609+5.8% | Added |
| Excalibur Management Corp | 47,527 | $2.09M | 0.83% | −1,031−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 47,530 | $2.09M | 0.43% | +521+1.1% | Added |
| Ellsworth Advisors, LLC | 47,546 | $2.09M | 0.55% | +3,745+8.6% | Added |
| Marietta Investment Partners LLC | 47,574 | $2.09M | 0.46% | +8,307+21.2% | Added |
| Claro Advisors LLC | 47,590 | $2.09M | 0.28% | −12,722−21.1% | Reduced |
| Wulff, Hansen & Co. | 47,598 | $2.09M | 1.98% | −800−1.7% | Reduced |
| Probity Advisors, Inc. | 47,687 | $2.10M | 0.40% | +201+0.4% | Added |
| Buckley Wealth Management, LLC | 47,716 | $2.10M | 0.64% | +200.0% | Added |
| AdvisorNet Financial, Inc | 47,816 | $2.10M | 0.18% | −8,996−15.8% | Reduced |
| Hartford Financial Management Inc. | 47,991 | $2.11M | 0.43% | −2,802−5.5% | Reduced |