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 |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 2,068 | $90.9K | 0.08% | +2,068 | New |
| Stephens Consulting, LLC | 2,084 | $91.6K | 0.02% | +297+16.6% | Added |
| BFSG, LLC | 2,107 | $92.6K | 0.01% | −25−1.2% | Reduced |
| Trust Co | 2,135 | $93.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,154 | $94.7K | 0.02% | +304+16.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 2,257 | $99.2K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,296 | $100.9K | 0.02% | +2,296 | New |
| Breakwater Investment Management | 2,319 | $101.9K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 2,313 | $102.0K | 0.02% | −65−2.7% | Reduced |
| REAP Financial Group, LLC | 2,371 | $104.2K | 0.03% | −18−0.8% | Reduced |
| Core Alternative Capital | 2,389 | $105.0K | 0.02% | +100+4.4% | Added |
| Godsey & Gibb Associates | 2,418 | $106.3K | 0.01% | −319−11.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2,435 | $107.0K | 0.01% | −595−19.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 2,438 | $107.2K | 0.01% | −1,751−41.8% | Reduced |
| Tortoise Investment Management, LLC | 2,481 | $109.0K | 0.01% | +28+1.1% | Added |
| GoalVest Advisory LLC | 2,493 | $109.6K | 0.03% | +136+5.8% | Added |
| Future Financial Wealth Managment LLC | 2,536 | $111.4K | 0.08% | −813−24.3% | Reduced |
| Black Cypress Capital Management, LLC | 2,556 | $112.3K | 0.10% | −11,004−81.2% | Reduced |
| Darwin Advisors, LLC | 2,560 | $112.5K | 0.04% | +98+4.0% | Added |
| Sherman Asset Management, Inc. | 2,569 | $112.9K | 0.10% | +2,569 | New |
| True Wealth Design, LLC | 2,584 | $113.6K | 0.04% | +117+4.7% | Added |
| Pittenger & Anderson Inc | 2,600 | $114.3K | 0.00% | −3,000−53.6% | Reduced |
| Atlas Capital Advisors LLC | 2,603 | $114.4K | 0.01% | −1,436−35.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,605 | $114.5K | 0.01% | +830+46.8% | Added |
| Roxbury Financial LLC | 2,418 | $114.9K | 0.11% | +2,418 | New |
| Redwood Park Advisors LLC | 2,634 | $115.8K | 0.10% | +2,634 | New |
| Horizons Wealth Management | 2,655 | $116.7K | 0.09% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,656 | $116.7K | 0.04% | +2,656 | New |
| Gen-Wealth Partners Inc | 2,663 | $117.0K | 0.05% | −982−26.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 2,665 | $117.1K | 0.12% | +2,665 | New |
| Rocky Mountain Advisers, LLC | 2,681 | $117.8K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,685 | $118.0K | 0.00% | −3,237−54.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,793 | $122.8K | 0.07% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,813 | $123.6K | 0.07% | +3+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,862 | $125.7K | 0.03% | +212+8.0% | Added |
| Park Square Financial Group, LLC | 2,911 | $127.9K | 0.09% | +2,911 | New |
| LGT Financial Advisors LLC | 2,940 | $129.2K | 0.29% | +2,900+7,250.0% | Added |
| Covestor Ltd | 2,980 | $131.0K | 0.08% | +591+24.7% | Added |
| Endeavor Private Wealth, Inc. | 2,988 | $131.3K | 0.12% | +2,988 | New |
| Halbert Hargrove Global Advisors, LLC | 3,000 | $131.8K | 0.01% | +3,000 | New |
| Sierra Ocean, LLC | 3,029 | $133.2K | 0.11% | +3,029 | New |
| Promus Capital, LLC | 3,054 | $134.2K | 0.10% | +3,054 | New |
| Dougherty Wealth Advisers LLC | 3,055 | $134.3K | 0.10% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,090 | $135.8K | 0.06% | +3+0.1% | Added |
| Financial Connections Group, Inc. | 3,113 | $136.0K | 0.07% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 3,152 | $138.5K | 0.11% | +3,152 | New |
| TFC Financial Management | 3,186 | $140.0K | 0.02% | −149−4.5% | Reduced |
| Capula Management Ltd | 3,191 | $140.2K | 0.00% | −7,095−69.0% | Reduced |
| Canton Hathaway, LLC | 3,208 | $141.0K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 3,320 | $145.9K | 0.13% | +35+1.1% | Added |
| Exchange Traded Concepts, LLC | 3,355 | $147.5K | 0.00% | −230,697−98.6% | Reduced |
| Game Plan Financial Advisors, LLC | 3,401 | $149.3K | 0.07% | +2+0.1% | Added |
| Ruedi Wealth Management, Inc. | 3,474 | $152.7K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 3,498 | $153.7K | 0.08% | +3,498 | New |
| MB, Levis & Associates, LLC | 3,515 | $154.5K | 0.08% | +13+0.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 3,542 | $155.7K | 0.03% | −443−11.1% | Reduced |
| Avion Wealth | 3,623 | $159.0K | 0.04% | +43+1.2% | Added |
| Mission Creek Capital Partners, Inc. | 21,444 | $159.6K | 0.03% | +21,444 | New |
| GPS Wealth Strategies Group, LLC | 3,698 | $162.5K | 0.02% | −665−15.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,698 | $162.5K | 0.11% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 3,753 | $164.9K | 0.07% | +3,753 | New |
| West Oak Capital, LLC | 3,785 | $166.4K | 0.06% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,808 | $167.3K | 0.11% | −1,091−22.3% | Reduced |
| Tidemark, LLC | 3,817 | $167.7K | 0.06% | +114+3.1% | Added |
| BNP Paribas | 3,980 | $174.9K | 0.01% | +1,950+96.1% | Added |
| Modus Advisors, LLC | 4,045 | $177.8K | 0.06% | +4,045 | New |
| Ridgewood Investments LLC | 4,107 | $180.5K | 0.09% | −183−4.3% | Reduced |
| FSA Wealth Management LLC | 4,112 | $180.7K | 0.07% | +5+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,140 | $182.0K | 0.04% | −2,379−36.5% | Reduced |
| Runnymede Capital Advisors, Inc. | 4,169 | $183.2K | 0.16% | +4,169 | New |
| Rakuten Securities, Inc. | 4,495 | $197.6K | 0.08% | −156−3.4% | Reduced |
| Monetary Management Group Inc | 4,500 | $197.8K | 0.05% | −250−5.3% | Reduced |
| Hoese & Co LLP | 4,500 | $197.8K | 0.17% | −200−4.3% | Reduced |
| Western Pacific Wealth Management, LP | 4,522 | $198.7K | 0.16% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 4,561 | $200.4K | 0.06% | +4,561 | New |
| Eclectic Associates Inc | 4,570 | $200.8K | 0.06% | +4,570 | New |
| Farmers National Bank | 4,572 | $200.9K | 0.06% | +4,572 | New |
| Wintrust Investments LLC | 4,575 | $201.0K | 0.18% | −3,490−43.3% | Reduced |
| PVG Asset Management Corp | 4,580 | $201.3K | 0.95% | +4,580 | New |
| GSG Advisors LLC | 4,581 | $201.3K | 0.06% | +4,581 | New |
| All Terrain Financial Advisors, LLC | 4,600 | $202.2K | 0.08% | +4,600 | New |
| Victory Financial Group, LLC | 4,613 | $202.7K | 0.05% | +4,613 | New |
| Laidlaw Wealth Management LLC | 4,631 | $203.5K | 0.09% | +4,631 | New |
| Carrera Capital Advisors | 4,631 | $203.5K | 0.05% | +4,631 | New |
| CWS Financial Advisors, LLC | 4,632 | $203.6K | 0.07% | +4,632 | New |
| Harvest Investment Services, LLC | 4,637 | $203.8K | 0.05% | +4,637 | New |
| Whelan Financial | 4,639 | $203.9K | 0.08% | +4,639 | New |
| Phocas Financial Corp. | 4,640 | $203.9K | 0.03% | +4,640 | New |
| Creekside Partners | 4,647 | $204.2K | 0.11% | +4,647 | New |
| Wealthstream Advisors, Inc. | 4,647 | $204.3K | 0.04% | +4,647 | New |
| Laffer Tengler Investments | 4,650 | $204.4K | 0.04% | −4,000−46.2% | Reduced |
| Solitude Financial Services | 4,656 | $204.6K | 0.09% | +4,656 | New |
| Wealth Management Nebraska | 4,663 | $204.9K | 0.03% | +4,663 | New |
| Kaufman Rossin Wealth, LLC | 4,665 | $205.0K | 0.21% | +4,665 | New |
| Cable Hill Partners, LLC | 4,667 | $205.1K | 0.02% | −1,635−25.9% | Reduced |
| Old Second National Bank of Aurora | 4,671 | $205.3K | 0.05% | −131−2.7% | Reduced |
| Elyxium Wealth, LLC | 4,690 | $206.1K | 0.13% | −7,381−61.1% | Reduced |
| 1858 Wealth Management, LLC | 4,692 | $206.2K | 0.16% | +4,692 | New |
| Monograph Wealth Advisors, LLC | 4,704 | $206.7K | 0.03% | +4,704 | New |
| Nemes Rush Group LLC | 4,707 | $206.9K | 0.03% | +894+23.4% | Added |