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 |
|---|---|---|---|---|---|
| NVWM, LLC | 48,248 | $2.12M | 0.53% | −1,363−2.7% | Reduced |
| Portside Wealth Group, LLC | 48,399 | $2.13M | 0.35% | +2,566+5.6% | Added |
| Norris Financial Group, LLC | 48,821 | $2.15M | 1.01% | −424−0.9% | Reduced |
| Altman Advisors, Inc. | 48,890 | $2.15M | 0.92% | +72+0.1% | Added |
| Argent Advisors, Inc. | 48,905 | $2.15M | 0.80% | −316−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 49,225 | $2.16M | 0.03% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 49,694 | $2.18M | 0.89% | −385−0.8% | Reduced |
| McDonald Partners LLC | 49,701 | $2.18M | 0.56% | −2,142−4.1% | Reduced |
| RDA Financial Network | 49,706 | $2.18M | 0.64% | +5,191+11.7% | Added |
| Cornerstone Planning, LLC | 49,810 | $2.19M | 0.84% | +49,810 | New |
| Clifford Swan Investment Counsel LLC | 49,939 | $2.19M | 0.08% | −1,132−2.2% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.20M | 1.51% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $2.20M | 0.28% | 00.0% | Unchanged |
| Savoie Capital LLC | 50,000 | $2.20M | 0.26% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 48,116 | $2.20M | 1.22% | −945−1.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 50,184 | $2.21M | 0.23% | +15,623+45.2% | Added |
| First Horizon Advisors, Inc. | 50,219 | $2.21M | 0.06% | −225−0.4% | Reduced |
| Maven Securities LTD | 50,220 | $2.21M | 0.36% | +50,220 | New |
| One Charles Private Wealth Services, LLC | 50,442 | $2.22M | 0.75% | +210+0.4% | Added |
| SeaBridge Investment Advisors LLC | 50,466 | $2.22M | 0.46% | +1,385+2.8% | Added |
| EverSource Wealth Advisors, LLC | 50,538 | $2.22M | 0.12% | +247+0.5% | Added |
| Ocean Capital Management, LLC | 50,584 | $2.22M | 0.48% | −556−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 50,627 | $2.23M | 0.14% | +35,186+227.9% | Added |
| Ransom Advisory, Ltd | 50,649 | $2.23M | 1.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 50,703 | $2.23M | 0.04% | +1,599+3.3% | Added |
| Hudson Canyon Capital Management | 50,735 | $2.23M | 1.45% | 00.0% | Unchanged |
| Aire Advisors, LLC | 50,825 | $2.23M | 0.46% | +6,425+14.5% | Added |
| Shufro Rose & Co LLC | 50,904 | $2.24M | 0.17% | −945−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 50,985 | $2.24M | 0.03% | −250.0% | Reduced |
| Alpha DNA Investment Management LLC | 50,999 | $2.24M | 1.22% | −63,364−55.4% | Reduced |
| Intellectus Partners, LLC | 51,027 | $2.24M | 0.50% | −374−0.7% | Reduced |
| Cumberland Advisors Inc | 51,200 | $2.25M | 0.90% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 51,279 | $2.25M | 1.31% | −500−1.0% | Reduced |
| MTM Investment Management, LLC | 51,476 | $2.26M | 0.87% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 51,743 | $2.27M | 0.57% | −750−1.4% | Reduced |
| Hilltop Holdings Inc. | 51,855 | $2.28M | 0.14% | +2,042+4.1% | Added |
| LM Advisors LLC | 51,922 | $2.28M | 0.41% | +1,981+4.0% | Added |
| Ullmann Financial Group, Inc. | 52,143 | $2.29M | 0.30% | 00.0% | Unchanged |
| West Branch Capital LLC | 52,185 | $2.29M | 0.73% | +7,822+17.6% | Added |
| Ameritas Advisory Services, LLC | 52,204 | $2.29M | 0.08% | −1,802−3.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,435 | $2.30M | 0.01% | +4,266+9.9% | Added |
| Abacus Planning Group, Inc. | 52,570 | $2.31M | 0.41% | −1,088−2.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52,589 | $2.31M | 0.03% | −9,235−14.9% | Reduced |
| NTV Asset Management LLC | 52,605 | $2.31M | 0.30% | −516−1.0% | Reduced |
| TKG Advisors, LLC | 49,709 | $2.31M | 1.07% | +21,085+73.7% | Added |
| Cobblestone Capital Advisors LLC | 52,770 | $2.32M | 0.13% | −8,818−14.3% | Reduced |
| Carnegie Lake Advisors LLC | 52,782 | $2.32M | 0.94% | −500−0.9% | Reduced |
| LJI Wealth Management, LLC | 52,800 | $2.32M | 0.46% | −2,435−4.4% | Reduced |
| EagleClaw Capital Managment, LLC | 52,802 | $2.32M | 0.37% | +700+1.3% | Added |
| Gries Financial LLC | 52,964 | $2.33M | 0.41% | +711+1.4% | Added |
| HCR Wealth Advisors | 53,002 | $2.33M | 0.29% | −3,183−5.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 53,175 | $2.34M | 0.49% | −1,512−2.8% | Reduced |
| Octavia Wealth Advisors, LLC | 53,281 | $2.34M | 0.28% | −325−0.6% | Reduced |
| Beacon Financial Group | 53,286 | $2.34M | 0.25% | −966−1.8% | Reduced |
| Dohj, LLC | 53,316 | $2.34M | 0.54% | +1,345+2.6% | Added |
| Larson Financial Group LLC | 53,424 | $2.35M | 0.12% | +43,042+414.6% | Added |
| Jeppson Wealth Management, LLC | 53,626 | $2.36M | 0.85% | −281−0.5% | Reduced |
| Wittenberg Investment Management, Inc. | 53,664 | $2.36M | 0.93% | −20,000−27.2% | Reduced |
| Hixon Zuercher, LLC | 53,716 | $2.36M | 0.91% | +3,346+6.6% | Added |
| Kennedy Investment Group | 53,905 | $2.37M | 1.07% | −1,059−1.9% | Reduced |
| Exchange Capital Management, Inc. | 53,925 | $2.37M | 0.38% | −1,296−2.3% | Reduced |
| Formidable Asset Management, LLC | 53,959 | $2.37M | 0.39% | −6,554−10.8% | Reduced |
| AlTi Global, Inc. | 51,454 | $2.38M | 0.06% | +3,705+7.8% | Added |
| Financial Advisory Service, Inc. | 54,165 | $2.38M | 0.20% | −17,483−24.4% | Reduced |
| Wrapmanager Inc | 54,235 | $2.38M | 0.61% | −2,711−4.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 54,327 | $2.39M | 0.61% | −1,020−1.8% | Reduced |
| Mattson Financial Services, LLC | 60,541 | $2.40M | 0.77% | −11,921−16.5% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.40M | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 54,857 | $2.41M | 0.23% | +677+1.2% | Added |
| Torno Capital, LLC | 55,000 | $2.42M | 0.48% | +55,000 | New |
| Lafayette Investments, Inc. | 55,256 | $2.43M | 0.52% | −798−1.4% | Reduced |
| Aspen Grove Capital, LLC | 55,271 | $2.43M | 0.52% | −87−0.2% | Reduced |
| Tyler-Stone Wealth Management | 55,343 | $2.43M | 0.43% | −1,236−2.2% | Reduced |
| Piscataqua Savings Bank | 55,354 | $2.43M | 2.09% | −1,151−2.0% | Reduced |
| Quadcap Wealth Management, LLC | 55,722 | $2.45M | 0.36% | −2,231−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 55,802 | $2.45M | 0.33% | +819+1.5% | Added |
| Vision Capital Management, Inc. | 55,817 | $2.45M | 0.36% | −3,090−5.2% | Reduced |
| CMT Capital Markets Trading GmbH | 55,851 | $2.46M | 1.46% | −31,549−36.1% | Reduced |
| Fiduciary Alliance LLC | 56,014 | $2.46M | 0.25% | +31,356+127.2% | Added |
| Smith Shellnut Wilson LLC | 56,066 | $2.46M | 1.09% | −54−0.1% | Reduced |
| Centaurus Financial, Inc. | 56,076 | $2.46M | 0.15% | −6,289−10.1% | Reduced |
| Steel Peak Wealth Management LLC | 56,190 | $2.47M | 0.10% | −5,621−9.1% | Reduced |
| Mayflower Financial Advisors, LLC | 56,219 | $2.47M | 0.37% | +206+0.4% | Added |
| Parkside Financial Bank & Trust | 56,248 | $2.47M | 0.33% | +13,927+32.9% | Added |
| Berkeley Capital Partners, LLC | 56,252 | $2.47M | 0.69% | −2,928−4.9% | Reduced |
| Viawealth, LLC | 56,320 | $2.48M | 1.49% | −1,260−2.2% | Reduced |
| Cumberland Partners Ltd | 56,485 | $2.48M | 0.17% | +1,500+2.7% | Added |
| London & Capital Asset Management Ltd | 56,854 | $2.50M | 0.21% | −261−0.5% | Reduced |
| Poehling Capital Management, LLC | 57,255 | $2.52M | 0.62% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 57,424 | $2.52M | 0.24% | +4,271+8.0% | Added |
| Hexagon Capital Partners LLC | 57,523 | $2.53M | 0.46% | −1,533−2.6% | Reduced |
| Financial Counselors Inc | 57,681 | $2.54M | 0.04% | −26,332−31.3% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.54M | 0.04% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 57,831 | $2.54M | 0.49% | −52,005−47.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 58,042 | $2.55M | 0.16% | −39,582−40.5% | Reduced |
| Studio Investment Management LLC | 58,252 | $2.56M | 0.54% | −1,548−2.6% | Reduced |
| Wolverine Asset Management LLC | 58,390 | $2.57M | 0.05% | +58,390 | New |
| Quantessence Capital LLC | 58,408 | $2.57M | 1.05% | +58,408 | New |
| Empire Financial Management Company, LLC | 58,416 | $2.57M | 0.80% | −1,532−2.6% | Reduced |
| WSFS Capital Management, LLC | 58,439 | $2.57M | 0.14% | +1,220+2.1% | Added |