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 |
|---|---|---|---|---|---|
| King Wealth | 4,706 | $207.0K | 0.03% | +4,706 | New |
| EWG Elevate Inc. | 4,715 | $207.2K | 0.06% | +4,715 | New |
| Peninsula Wealth, LLC | 4,717 | $207.3K | 0.04% | −132−2.7% | Reduced |
| First Western Trust Bank | 4,724 | $207.6K | 0.01% | +4,724 | New |
| Wetzel Investment Advisors, Inc. | 4,726 | $207.7K | 0.10% | +4,726 | New |
| LaSalle St. Investment Advisors, LLC | 4,745 | $208.0K | 0.06% | +4,745 | New |
| Kelly Financial Services LLC | 4,753 | $208.9K | 0.08% | +4,753 | New |
| Global Strategic Investment Solutions, LLC | 4,760 | $209.2K | 0.02% | +4,760 | New |
| Investment Research & Advisory Group, Inc. | 4,776 | $209.9K | 0.09% | 00.0% | Unchanged |
| Mason & Associates Inc | 4,776 | $209.9K | 0.05% | +4,776 | New |
| Cairn Investment Group, Inc. | 4,768 | $210.0K | 0.12% | +4,768 | New |
| Northstar Group, Inc. | 4,785 | $210.3K | 0.04% | −729−13.2% | Reduced |
| Wallace Capital Management Inc. | 4,794 | $210.7K | 0.03% | +4,794 | New |
| Blalock Williams, LLC | 4,810 | $211.4K | 0.25% | +4,810 | New |
| Intelligence Driven Advisers, LLC | 4,813 | $211.5K | 0.04% | +4,813 | New |
| LifeWealth Investments, LLC | 4,822 | $211.9K | 0.14% | +4,822 | New |
| Mraz, Amerine & Associates, Inc. | 4,827 | $212.1K | 0.04% | +4,827 | New |
| Mount Yale Investment Advisors, LLC | 4,833 | $212.4K | 0.02% | −1,126−18.9% | Reduced |
| 5T Wealth, LLC | 4,834 | $212.4K | 0.12% | +4,834 | New |
| Flagstone Financial Management | 4,836 | $212.5K | 0.07% | +4,836 | New |
| Blue Bell Private Wealth Management, LLC | 4,845 | $212.9K | 0.04% | +98+2.1% | Added |
| Gray Wealth Management Inc. | 4,857 | $213.5K | 0.08% | −219−4.3% | Reduced |
| Ascent Capital Management, LLC | 4,858 | $213.5K | 0.22% | +4,858 | New |
| Ritter Daniher Financial Advisory LLC | 4,866 | $213.9K | 0.06% | −38−0.8% | Reduced |
| BKM Wealth Management, LLC | 4,868 | $214.0K | 0.09% | +4,868 | New |
| Juncture Wealth Strategies, LLC | 4,872 | $214.1K | 0.08% | +4,872 | New |
| Up Strategic Wealth Investment Advisors LLC | 4,873 | $214.2K | 0.21% | +4,873 | New |
| Weil Company, Inc. | 4,877 | $214.3K | 0.07% | +4,877 | New |
| Wealthspan Partners, LLC | 4,881 | $214.5K | 0.10% | +4,881 | New |
| Crowley Wealth Management, Inc. | 4,886 | $214.8K | 0.19% | +4,886 | New |
| West Chester Capital Advisors, Inc | 4,895 | $215.1K | 0.12% | +4,895 | New |
| Wealth Advisory Solutions, LLC | 4,905 | $215.6K | 0.06% | +4,905 | New |
| Washington Trust Advisors, Inc. | 4,907 | $215.7K | 0.02% | −237−4.6% | Reduced |
| Lewis Asset Management, LLC | 4,913 | $215.9K | 0.16% | −322−6.2% | Reduced |
| Great Waters Wealth Management | 4,927 | $216.5K | 0.03% | −440−8.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,936 | $216.9K | 0.06% | −8,692−63.8% | Reduced |
| Marotta Asset Management | 4,898 | $216.9K | 0.05% | −228−4.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 4,937 | $217.0K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 4,939 | $217.1K | 0.14% | −10−0.2% | Reduced |
| Lifestyle Asset Management, Inc. | 4,944 | $217.3K | 0.12% | −101−2.0% | Reduced |
| Financial Harvest, LLC | 4,946 | $217.4K | 0.18% | +4,946 | New |
| HMV Wealth Advisors, LLC | 4,947 | $217.4K | 0.22% | +4,947 | New |
| Founders Grove Wealth Partners, LLC | 4,951 | $217.6K | 0.06% | +4,951 | New |
| Ameriflex Group, Inc. | 4,718 | $218.4K | 0.10% | +4,718 | New |
| STAR Financial Bank | 4,973 | $218.6K | 0.16% | −3,516−41.4% | Reduced |
| Fox Run Management, L.L.C. | 4,973 | $218.6K | 0.04% | +4,973 | New |
| Bull Oak Capital, LLC | 4,977 | $218.7K | 0.12% | +4,977 | New |
| Wela Strategies, Inc. | 4,989 | $219.3K | 0.13% | −201−3.9% | Reduced |
| Corrado Advisors, LLC | 4,990 | $219.3K | 0.14% | +4,990 | New |
| Asset Planning,Inc | 4,996 | $219.6K | 0.17% | +4,996 | New |
| Andina Capital Management, LLC | 5,000 | $219.8K | 0.18% | +5,000 | New |
| Atlas Legacy Advisors, LLC | 5,008 | $220.1K | 0.05% | +5,008 | New |
| Center for Financial Planning, Inc. | 5,016 | $220.5K | 0.03% | −235−4.5% | Reduced |
| 1492 Capital Management LLC | 5,022 | $220.7K | 0.10% | −216−4.1% | Reduced |
| L.M. Kohn & Company | 5,036 | $221.3K | 0.06% | +5,036 | New |
| Collar Capital Management, LLC | 5,044 | $221.7K | 0.18% | +5,044 | New |
| Chilton Investment Co LLC | 5,046 | $221.8K | 0.01% | +5,046 | New |
| Harfst & Associates, Inc. | 5,046 | $221.8K | 0.05% | +5,046 | New |
| Norris Perne & French LLP | 5,050 | $221.9K | 0.02% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,054 | $222.1K | 0.03% | −259−4.9% | Reduced |
| Segment Wealth Management, LLC | 5,058 | $222.3K | 0.02% | −132−2.5% | Reduced |
| Applied Capital LLC | 5,059 | $222.4K | 0.17% | +5,059 | New |
| Fidelity D & D Bancorp Inc | 5,076 | $223.1K | 0.15% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 5,632 | $223.5K | 1.39% | +33+0.6% | Added |
| RFP Financial Group LLC | 5,085 | $223.5K | 0.09% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 5,088 | $223.6K | 0.03% | +5,088 | New |
| Renasant Bank | 5,095 | $223.9K | 0.15% | 00.0% | Unchanged |
| Sar Wealth Management Group, LLC | 5,103 | $224.3K | 0.15% | +29+0.6% | Added |
| Meyer Handelman Co | 5,138 | $225.8K | 0.01% | +73+1.4% | Added |
| Glen Eagle Advisors, LLC | 5,152 | $226.4K | 0.04% | +20.0% | Added |
| Encompass Wealth Advisors, LLC | 5,164 | $227.0K | 0.09% | −10,052−66.1% | Reduced |
| North Berkeley Wealth Management, LLC | 5,166 | $227.0K | 0.23% | +5,166 | New |
| Peoples Bank | 5,176 | $227.5K | 0.16% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 5,184 | $227.8K | 0.18% | +5,184 | New |
| Blue Zone Wealth Advisors, LLC | 5,192 | $228.2K | 0.07% | +5,192 | New |
| Financial Advisors Network, Inc. | 5,197 | $228.4K | 0.04% | +5,197 | New |
| APCM Wealth Management for Individuals | 5,199 | $228.5K | 0.04% | +16+0.3% | Added |
| Ballast Advisors LLC | 5,200 | $228.5K | 0.07% | −299−5.4% | Reduced |
| Solutions 4 Wealth, Ltd | 5,210 | $229.0K | 0.41% | −382−6.8% | Reduced |
| GW&K Investment Management, LLC | 5,214 | $229.0K | 0.00% | +184+3.7% | Added |
| Strategic Planning Group, LLC | 5,219 | $229.4K | 0.04% | −15,857−75.2% | Reduced |
| Eastover Investment Advisors LLC | 5,223 | $229.6K | 0.11% | +5,223 | New |
| Stonebridge Financial Group, LLC | 5,225 | $229.6K | 0.03% | +5,225 | New |
| Clear Creek Financial Management, LLC | 5,226 | $229.7K | 0.02% | +94+1.8% | Added |
| Twelve Points Wealth Management LLC | 5,227 | $229.7K | 0.07% | −3,581−40.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,229 | $229.8K | 0.03% | +5,229 | New |
| Main Street Group, LTD | 5,269 | $231.6K | 0.09% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,276 | $231.9K | 0.05% | +5,276 | New |
| Von Berge Wealth Management Group, LLC | 4,967 | $232.1K | 0.14% | −36−0.7% | Reduced |
| Vishria Bird Financial Group, LLC | 5,308 | $233.0K | 0.08% | −739−12.2% | Reduced |
| Signature Wealth Management Partners, LLC | 5,317 | $233.7K | 0.16% | −518−8.9% | Reduced |
| Gibson Wealth Advisors LLC | 5,320 | $233.8K | 0.19% | 00.0% | Unchanged |
| Argentarii, LLC | 5,322 | $233.9K | 0.12% | +5,322 | New |
| MFA Wealth Services | 5,336 | $234.5K | 0.19% | +5,336 | New |
| Buckingham Capital Management, Inc. | 5,339 | $234.7K | 0.03% | +105+2.0% | Added |
| Alpha Financial Advisors, LLC | 5,348 | $235.0K | 0.11% | −26−0.5% | Reduced |
| Nexus Investment Management ULC | 5,350 | $235.1K | 0.02% | 00.0% | Unchanged |
| Meridian Financial, LLC | 5,350 | $235.2K | 0.16% | −750−12.3% | Reduced |
| James Hambro & Partners | 5,357 | $235.6K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 5,378 | $236.4K | 0.09% | +10+0.2% | Added |