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 |
|---|---|---|---|---|---|
| Charter Research & Investment Group, Inc. | 73,584 | $3.23M | 2.46% | −200−0.3% | Reduced |
| Point72 Hong Kong Ltd | 73,735 | $3.24M | 0.20% | −19,088−20.6% | Reduced |
| Cohen Investment Advisors LLC | 73,843 | $3.25M | 1.96% | −8,361−10.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.25M | 0.96% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 74,033 | $3.25M | 0.23% | +23,261+45.8% | Added |
| Checchi Capital Advisers, LLC | 74,077 | $3.26M | 0.24% | +394+0.5% | Added |
| Berkshire Bank | 74,167 | $3.26M | 0.76% | +1,119+1.5% | Added |
| Guardian Investment Management | 74,268 | $3.26M | 2.37% | −1,600−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 74,359 | $3.27M | 0.32% | +44,631+150.1% | Added |
| Prosperity Consulting Group, LLC | 74,606 | $3.28M | 0.25% | +2,368+3.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 74,778 | $3.29M | 0.29% | −3,483−4.5% | Reduced |
| Carlson Capital L P | 74,900 | $3.29M | 1.94% | +74,900 | New |
| PCJ Investment Counsel Ltd. | 75,000 | $3.30M | 1.11% | +75,000 | New |
| Shorepoint Capital Partners LLC | 75,739 | $3.33M | 0.76% | +979+1.3% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $3.35M | 0.36% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 76,287 | $3.35M | 2.31% | +280+0.4% | Added |
| 111 Capital | 76,412 | $3.36M | 0.71% | +76,412 | New |
| Winton Group Ltd | 76,588 | $3.37M | 0.22% | −59,441−43.7% | Reduced |
| Processus Wealth & Capital Management, LLC | 76,695 | $3.37M | 2.69% | +258+0.3% | Added |
| Harbour Capital Advisors, LLC | 75,417 | $3.38M | 0.75% | +715+1.0% | Added |
| Private Trust Co NA | 76,975 | $3.38M | 0.35% | −4,906−6.0% | Reduced |
| Ostrum Asset Management | 77,001 | $3.38M | 0.29% | +45,243+142.5% | Added |
| Umpqua Bank | 73,982 | $3.39M | 1.17% | +1,917+2.7% | Added |
| Naviter Wealth, LLC | 77,874 | $3.42M | 0.41% | +10,126+14.9% | Added |
| Parcion Private Wealth LLC | 78,180 | $3.44M | 0.26% | −400−0.5% | Reduced |
| Davis Investment Partners, LLC | 76,261 | $3.44M | 1.45% | +180.0% | Added |
| E Fund Management Co., Ltd. | 78,715 | $3.46M | 0.17% | +30,190+62.2% | Added |
| Regal Investment Advisors LLC | 78,767 | $3.46M | 0.26% | +34,698+78.7% | Added |
| Quantitative Investment Management, LLC | 78,916 | $3.47M | 0.26% | +78,916 | New |
| CTC LLC | 79,045 | $3.47M | 0.35% | +79,045 | New |
| Legacy Wealth Management, LLC | 79,245 | $3.48M | 1.38% | −3,100−3.8% | Reduced |
| Peddock Capital Advisors, LLC | 79,268 | $3.48M | 0.84% | +56+0.1% | Added |
| Diversify Wealth Management, LLC | 77,379 | $3.49M | 0.27% | +22,511+41.0% | Added |
| Institute for Wealth Management, LLC. | 79,689 | $3.50M | 0.44% | −653−0.8% | Reduced |
| Trust Asset Management LLC | 79,939 | $3.51M | 0.27% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 79,957 | $3.51M | 0.93% | +79,957 | New |
| Summit Financial, LLC | 80,126 | $3.52M | 0.12% | +37,263+86.9% | Added |
| Park National Corp | 80,197 | $3.52M | 0.13% | −9,680−10.8% | Reduced |
| Grove Bank & Trust | 81,055 | $3.56M | 0.49% | +318+0.4% | Added |
| Fayez Sarofim & Co | 81,197 | $3.57M | 0.01% | −6,795−7.7% | Reduced |
| Anchor Investment Management, LLC | 81,324 | $3.57M | 0.33% | −5,023−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 81,384 | $3.58M | 0.17% | −391−0.5% | Reduced |
| Alteri Wealth LLC | 81,507 | $3.58M | 0.99% | +81,507 | New |
| Williams Jones Wealth Management, LLC. | 81,831 | $3.60M | 0.04% | −10,703−11.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 81,983 | $3.60M | 0.76% | −160.0% | Reduced |
| Roundview Capital LLC | 82,110 | $3.61M | 0.25% | +1,284+1.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 82,131 | $3.61M | 0.69% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 82,177 | $3.61M | 0.57% | −500−0.6% | Reduced |
| Ami Investment Management Inc | 82,481 | $3.63M | 1.18% | −4,666−5.4% | Reduced |
| Beaton Management Co. Inc. | 82,526 | $3.63M | 1.87% | −233−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 82,847 | $3.64M | 0.09% | +13,601+19.6% | Added |
| Diversify Advisory Services, LLC | 80,980 | $3.65M | 0.20% | −17,777−18.0% | Reduced |
| ProVise Management Group, LLC | 83,281 | $3.66M | 0.31% | −6,044−6.8% | Reduced |
| Klingenstein Fields & Co LP | 83,360 | $3.66M | 0.15% | −100−0.1% | Reduced |
| GTS Securities LLC | 83,606 | $3.67M | 0.18% | −205,796−71.1% | Reduced |
| Joel Isaacson & Co., LLC | 83,663 | $3.68M | 0.17% | −11,013−11.6% | Reduced |
| Sargent Investment Group, LLC | 81,628 | $3.68M | 0.60% | +22,027+37.0% | Added |
| Beacon Investment Advisors LLC | 83,810 | $3.68M | 1.73% | +95+0.1% | Added |
| Meridian Investment Counsel Inc. | 83,899 | $3.69M | 1.10% | −7,192−7.9% | Reduced |
| Mount Vernon Associates Inc | 84,319 | $3.71M | 2.89% | +100+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 84,771 | $3.73M | 0.28% | −25,244−22.9% | Reduced |
| Beaumont Financial Advisors, LLC | 84,905 | $3.73M | 0.28% | −94−0.1% | Reduced |
| David J Yvars Group | 84,981 | $3.73M | 2.28% | +161+0.2% | Added |
| Quadrant Capital Group LLC | 85,298 | $3.75M | 0.26% | +591+0.7% | Added |
| Graypoint LLC | 85,302 | $3.75M | 0.23% | −719−0.8% | Reduced |
| Delta Capital Management LLC | 85,650 | $3.76M | 2.15% | +420+0.5% | Added |
| RNC Capital Management LLC | 85,669 | $3.77M | 0.20% | −6,776−7.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 85,782 | $3.77M | 0.01% | +8,627+11.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,849 | $3.77M | 0.14% | −45,463−34.6% | Reduced |
| Hodges Capital Management Inc. | 85,872 | $3.77M | 0.23% | −15,239−15.1% | Reduced |
| Modera Wealth Management, LLC | 85,891 | $3.77M | 0.05% | +3,637+4.4% | Added |
| Norden Group LLC | 85,967 | $3.78M | 0.43% | −3,654−4.1% | Reduced |
| Cidel Asset Management Inc | 86,134 | $3.79M | 0.25% | −4,348−4.8% | Reduced |
| Wright Investors Service Inc | 86,417 | $3.80M | 1.23% | +564+0.7% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.81M | 0.46% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 86,659 | $3.81M | 0.28% | −79,620−47.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 86,700 | $3.81M | 0.93% | +8,633+11.1% | Added |
| Evercore Wealth Management, LLC | 86,838 | $3.82M | 0.06% | −1,080−1.2% | Reduced |
| Capital Investment Counsel, Inc | 87,477 | $3.84M | 0.58% | −6,898−7.3% | Reduced |
| American Assets Inc | 87,500 | $3.85M | 1.19% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 87,515 | $3.85M | 0.99% | +285+0.3% | Added |
| Hollencrest Capital Management | 87,516 | $3.85M | 0.16% | −929−1.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 87,530 | $3.85M | 0.10% | +12,127+16.1% | Added |
| Insigneo Advisory Services, LLC | 87,552 | $3.85M | 0.40% | −25,148−22.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 87,646 | $3.85M | 0.21% | +1,969+2.3% | Added |
| Trivant Custom Portfolio Group, LLC | 87,885 | $3.86M | 2.25% | −1,171−1.3% | Reduced |
| Banco de Sabadell, S.A | 88,141 | $3.87M | 3.04% | +712+0.8% | Added |
| BancorpSouth Bank | 88,373 | $3.88M | 0.26% | −1,653−1.8% | Reduced |
| Western Wealth Management, LLC | 88,557 | $3.89M | 0.21% | +6,613+8.1% | Added |
| Kornitzer Capital Management Inc | 88,673 | $3.90M | 0.08% | −637−0.7% | Reduced |
| International Assets Investment Management, LLC | 88,174 | $3.91M | 0.33% | −4,459,614−98.1% | Reduced |
| Front Street Capital Management, Inc. | 88,753 | $3.91M | 0.68% | −6,856−7.2% | Reduced |
| Hancock Whitney Corp | 89,203 | $3.92M | 0.12% | +260+0.3% | Added |
| Independent Financial Group, LLC | 89,419 | $3.93M | 0.13% | −5,228−5.5% | Reduced |
| Patten & Patten Inc | 89,464 | $3.93M | 0.26% | −5,852−6.1% | Reduced |
| Laurion Capital Management LP | 89,776 | $3.95M | 0.25% | −86,476−49.1% | Reduced |
| EULAV Asset Management | 90,000 | $3.96M | 0.10% | 00.0% | Unchanged |
| Iowa State Bank | 90,016 | $3.96M | 0.82% | −171−0.2% | Reduced |
| Lyell Wealth Management, LP | 90,461 | $3.98M | 0.36% | −157−0.2% | Reduced |
| Heritage Trust Co | 90,597 | $3.98M | 0.47% | +90,597 | New |