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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 58,559 | $2.57M | 0.12% | −7,067−10.8% | Reduced |
| Lindbrook Capital, LLC | 58,835 | $2.59M | 0.23% | +1,167+2.0% | Added |
| Catalyst Funds Management Pty Ltd | 59,000 | $2.59M | 0.64% | +59,000 | New |
| Daymark Wealth Partners, LLC | 59,024 | $2.59M | 0.11% | +3,496+6.3% | Added |
| World Equity Group, Inc. | 59,151 | $2.60M | 0.56% | +240+0.4% | Added |
| Horizon Investment Services, LLC | 59,165 | $2.60M | 1.11% | +3,481+6.3% | Added |
| Neville Rodie & Shaw Inc | 59,233 | $2.60M | 0.19% | +6,831+13.0% | Added |
| Watts Gwilliam & Co., LLC | 56,518 | $2.60M | 0.55% | −6,098−9.7% | Reduced |
| Granite Harbor Advisors, Inc. | 59,341 | $2.61M | 1.44% | −1,181−2.0% | Reduced |
| Focus Financial Network, Inc. | 59,448 | $2.61M | 0.10% | +2,464+4.3% | Added |
| American State Bank (Iowa) | 59,604 | $2.62M | 1.58% | −276−0.5% | Reduced |
| Syon Capital LLC | 59,682 | $2.62M | 0.24% | +441+0.7% | Added |
| Koshinski Asset Management, Inc. | 59,754 | $2.63M | 0.22% | −1,291−2.1% | Reduced |
| Channing Global Advisors, LLC | 59,872 | $2.63M | 1.75% | +18,034+43.1% | Added |
| Latash Investments, LLC | 59,894 | $2.63M | 2.05% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 59,940 | $2.63M | 0.20% | −1,402−2.3% | Reduced |
| Carson Advisory Inc. | 60,538 | $2.66M | 1.85% | −1,235−2.0% | Reduced |
| G&S Capital LLC | 60,581 | $2.66M | 1.10% | +25,020+70.4% | Added |
| Aull & Monroe Investment Management Corp | 60,915 | $2.68M | 1.36% | −3,805−5.9% | Reduced |
| First Business Financial Services, Inc. | 60,947 | $2.68M | 0.26% | +1,715+2.9% | Added |
| Baker Avenue Asset Management, LP | 61,102 | $2.69M | 0.08% | +100+0.2% | Added |
| First City Capital Management, Inc. | 61,193 | $2.69M | 1.43% | −389−0.6% | Reduced |
| Lake Street Advisors Group, LLC | 61,324 | $2.70M | 0.12% | +1,657+2.8% | Added |
| Ronald Blue Trust, Inc. | 61,326 | $2.70M | 0.03% | −70,443−53.5% | Reduced |
| Transcend Wealth Collective, LLC | 61,440 | $2.70M | 0.19% | −6,968−10.2% | Reduced |
| Wealthcare Advisory Partners LLC | 61,532 | $2.70M | 0.08% | −327−0.5% | Reduced |
| Jump Financial, LLC | 61,788 | $2.72M | 0.06% | −576,012−90.3% | Reduced |
| Family Legacy, Inc. | 59,238 | $2.74M | 0.93% | +401+0.7% | Added |
| Morningstar Investment Services LLC | 62,305 | $2.74M | 0.25% | −552,295−89.9% | Reduced |
| Modern Wealth Management, LLC | 62,342 | $2.74M | 0.10% | +24,269+63.7% | Added |
| Compton Wealth Advisory Group, LLC | 62,403 | $2.74M | 0.71% | −2,063−3.2% | Reduced |
| Birmingham Capital Management Co Inc | 62,850 | $2.76M | 1.03% | −20,850−24.9% | Reduced |
| Cornerstone Wealth Management, LLC | 62,921 | $2.77M | 0.19% | +365+0.6% | Added |
| Cullinan Associates Inc | 63,425 | $2.79M | 0.18% | −3,900−5.8% | Reduced |
| Thomasville National Bank | 63,563 | $2.79M | 0.20% | +4,489+7.6% | Added |
| Clarius Group, LLC | 63,578 | $2.79M | 0.19% | +1,662+2.7% | Added |
| Choate Investment Advisors | 63,756 | $2.80M | 0.07% | +7,779+13.9% | Added |
| Matrix Asset Advisors Inc | 63,801 | $2.80M | 0.31% | +57,500+912.6% | Added |
| IMC-Chicago, LLC | 63,849 | $2.81M | 0.08% | +29,414+85.4% | Added |
| Affinity Investment Advisors, LLC | 63,919 | $2.81M | 2.34% | −18,176−22.1% | Reduced |
| one8zero8, LLC | 63,940 | $2.81M | 0.61% | +63,940 | New |
| Cornerstone Select Advisors, LLC | 64,159 | $2.82M | 2.72% | +64,159 | New |
| Stock Yards Bank & Trust Co | 64,315 | $2.83M | 0.10% | −4,064−5.9% | Reduced |
| Proequities, Inc. | 62,376 | $2.86M | 0.16% | +8,738+16.3% | Added |
| Frank, Rimerman Advisors LLC | 65,143 | $2.86M | 0.21% | +2,465+3.9% | Added |
| MainStreet Investment Advisors LLC | 65,149 | $2.86M | 0.40% | −1,928−2.9% | Reduced |
| Union Bancaire Privee, UBP SA | 66,334 | $2.87M | 0.05% | +66,334 | New |
| Skylands Capital, LLC | 65,425 | $2.88M | 0.40% | −11,100−14.5% | Reduced |
| Morangie Management LLC | 65,487 | $2.88M | 2.34% | +65,487 | New |
| Gillespie Robinson & Grimm Inc | 65,525 | $2.88M | 0.23% | −12,000−15.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,681 | $2.89M | 0.97% | −56−0.1% | Reduced |
| Fieldview Capital Management, LLC | 65,836 | $2.89M | 0.45% | +65,836 | New |
| Van Eck Associates Corp | 65,991 | $2.90M | 0.00% | +46,760+243.1% | Added |
| Caldwell Trust Co | 66,022 | $2.90M | 0.30% | −2,284−3.3% | Reduced |
| Smartleaf Asset Management LLC | 66,205 | $2.91M | 0.30% | +16,055+32.0% | Added |
| Bank Ozk | 66,357 | $2.92M | 1.21% | −2,028−3.0% | Reduced |
| Abc Arbitrage SA | 66,590 | $2.93M | 0.42% | +66,590 | New |
| Diligent Investors, LLC | 66,737 | $2.93M | 0.67% | −482−0.7% | Reduced |
| AlphaCore Capital LLC | 66,773 | $2.93M | 0.63% | −896−1.3% | Reduced |
| Cetera Trust Company, N.A | 66,868 | $2.94M | 1.91% | −350−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.97M | 0.11% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 67,672 | $2.97M | 1.49% | −3,467−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 67,755 | $2.98M | 0.28% | −2,578−3.7% | Reduced |
| NBT Bank N A | 67,859 | $2.98M | 0.21% | −4,491−6.2% | Reduced |
| Caxton Associates LP | 67,887 | $2.98M | 0.09% | +67,887 | New |
| ZWJ Investment Counsel Inc | 67,959 | $2.99M | 0.12% | +638+0.9% | Added |
| Wedmont Private Capital | 66,232 | $2.99M | 0.16% | +7,708+13.2% | Added |
| Golden State Equity Partners | 68,002 | $2.99M | 0.57% | +344+0.5% | Added |
| Burton Enright Welch | 68,170 | $3.00M | 0.63% | −2,471−3.5% | Reduced |
| Slagle Financial, LLC | 68,173 | $3.00M | 1.35% | +757+1.1% | Added |
| Exeter Financial, LLC | 68,410 | $3.01M | 1.38% | −4,872−6.6% | Reduced |
| Boston Financial Mangement LLC | 68,548 | $3.01M | 0.09% | +2,542+3.9% | Added |
| Old National Bancorp | 68,721 | $3.02M | 0.07% | +2,305+3.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 68,955 | $3.03M | 0.05% | +7,133+11.5% | Added |
| Cigna Investments Inc | 69,001 | $3.03M | 0.53% | −1,422−2.0% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 69,281 | $3.04M | 0.20% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 69,462 | $3.05M | 0.63% | +34,065+96.2% | Added |
| SS&H Financial Advisors, Inc. | 69,558 | $3.06M | 1.11% | −250−0.4% | Reduced |
| SageView Advisory Group, LLC | 69,983 | $3.08M | 0.13% | +22,986+48.9% | Added |
| Country Club Bank | 70,102 | $3.08M | 0.21% | +2,471+3.7% | Added |
| Sagespring Wealth Partners, LLC | 70,248 | $3.09M | 0.08% | +70,248 | New |
| Independent Solutions Wealth Management, LLC | 70,252 | $3.09M | 0.68% | +2,105+3.1% | Added |
| Vise Technologies, Inc. | 70,317 | $3.09M | 0.26% | +17,823+34.0% | Added |
| Spire Wealth Management | 70,448 | $3.10M | 0.10% | +1,593+2.3% | Added |
| Stonebridge Capital Advisors LLC | 70,759 | $3.11M | 0.25% | −638−0.9% | Reduced |
| Van Den Berg Management I, Inc | 70,954 | $3.12M | 0.90% | −2,664−3.6% | Reduced |
| Farther Finance Advisors, LLC | 71,011 | $3.12M | 0.11% | −130,854−64.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 71,110 | $3.13M | 0.23% | +886+1.3% | Added |
| GeoWealth Management, LLC | 71,113 | $3.13M | 0.10% | +6,966+10.9% | Added |
| Sound View Wealth Advisors Group, LLC | 71,130 | $3.13M | 0.25% | +945+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 71,336 | $3.14M | 0.24% | +71,336 | New |
| Tritonpoint Wealth, LLC | 71,763 | $3.15M | 0.29% | −805−1.1% | Reduced |
| Nwam LLC | 71,871 | $3.16M | 0.20% | −557−0.8% | Reduced |
| Massachusetts Wealth Management | 72,062 | $3.17M | 1.96% | +2,400+3.4% | Added |
| Holderness Investments Co | 72,435 | $3.18M | 0.70% | −120−0.2% | Reduced |
| Tower Bridge Advisors | 72,440 | $3.18M | 0.34% | +96+0.1% | Added |
| Brookmont Capital Management | 72,531 | $3.19M | 1.70% | −2,633−3.5% | Reduced |
| Triangle Securities Wealth Management | 72,543 | $3.19M | 0.82% | −3,180−4.2% | Reduced |
| HBK Sorce Advisory LLC | 72,870 | $3.20M | 0.10% | +2,442+3.5% | Added |
| Advisors Capital Management, LLC | 73,496 | $3.23M | 0.05% | −3,099−4.0% | Reduced |