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 |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 5,379 | $236.4K | 0.12% | +6+0.1% | Added |
| Poplar Forest Capital LLC | 5,380 | $236.5K | 0.04% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 5,386 | $236.7K | 0.20% | +126+2.4% | Added |
| Midwest Financial Group LLC | 5,407 | $237.7K | 0.14% | −75−1.4% | Reduced |
| Motive Wealth Advisors | 5,414 | $237.9K | 0.13% | +5,414 | New |
| 4WEALTH Advisors, Inc. | 5,418 | $238.1K | 0.24% | +5,418 | New |
| First Pacific Financial | 5,428 | $238.6K | 0.06% | +312+6.1% | Added |
| Resurgent Financial Advisors LLC | 5,433 | $238.8K | 0.14% | +67+1.2% | Added |
| USAdvisors Wealth Management, LLC | 5,440 | $239.0K | 0.08% | +165+3.1% | Added |
| Alta Wealth Advisors LLC | 5,446 | $239.4K | 0.10% | −273−4.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,448 | $239.4K | 0.09% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 5,466 | $240.2K | 0.10% | +5,466 | New |
| Bensler, LLC | 5,480 | $240.9K | 0.03% | +5,480 | New |
| Patriot Investment Management Inc. | 5,484 | $241.0K | 0.02% | −197−3.5% | Reduced |
| Financial Guidance Group, Inc. | 5,485 | $241.1K | 0.13% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 5,487 | $241.2K | 0.01% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 5,500 | $241.7K | 0.12% | 00.0% | Unchanged |
| Seldon Capital LP | 5,502 | $241.8K | 0.10% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,510 | $242.2K | 0.18% | −65−1.2% | Reduced |
| First County Bank | 5,511 | $242.2K | 0.14% | −2,902−34.5% | Reduced |
| Swisher Financial Concepts, Inc. | 5,512 | $242.3K | 0.29% | +7+0.1% | Added |
| Virtu Financial LLC | 5,520 | $243.0K | 0.01% | +5,520 | New |
| Clarity Wealth Advisors, LLC | 5,537 | $243.3K | 0.07% | +7+0.1% | Added |
| Kondo Wealth Advisors, Inc. | 5,545 | $243.7K | 0.12% | +5,545 | New |
| Skba Capital Management LLC | 5,550 | $243.9K | 0.04% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,553 | $244.1K | 0.21% | +32+0.6% | Added |
| Texas Bank & Trust Co | 5,557 | $244.2K | 0.10% | +5,557 | New |
| St. Clair Advisors, LLC | 5,560 | $244.4K | 0.07% | +5,560 | New |
| Topsail Wealth Management, LLC | 5,568 | $244.7K | 0.05% | +5,568 | New |
| Yoffe Investment Management, LLC | 5,573 | $244.9K | 0.36% | +5,573 | New |
| Lavaca Capital LLC | 5,574 | $245.0K | 0.11% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 5,582 | $245.0K | 0.10% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 5,590 | $245.5K | 0.14% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5,587 | $245.5K | 0.18% | +8+0.1% | Added |
| Cardiff Park Advisors, LLC | 5,591 | $245.7K | 0.02% | +16+0.3% | Added |
| MEMBERS Trust Co | 5,614 | $246.7K | 0.01% | +193+3.6% | Added |
| Arcus Capital Partners, LLC | 6,516 | $247.1K | 0.08% | −23−0.4% | Reduced |
| WPG Advisers, LLC | 5,646 | $248.1K | 0.23% | +5,646 | New |
| Shelton Wealth Management, LLC | 5,648 | $248.2K | 0.14% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 5,648 | $248.2K | 0.19% | +5,648 | New |
| Ahl Investment Management, Inc. | 5,650 | $248.3K | 0.17% | −150−2.6% | Reduced |
| Saxon Interests, Inc. | 5,683 | $249.8K | 0.11% | −14−0.2% | Reduced |
| SGL Investment Advisors, Inc. | 5,406 | $249.8K | 0.13% | +421+8.4% | Added |
| Barings LLC | 5,689 | $250.0K | 0.01% | −1,556−21.5% | Reduced |
| West Michigan Advisors, LLC | 5,693 | $250.2K | 0.08% | −871−13.3% | Reduced |
| Private Wealth Management Group, LLC | 5,700 | $250.5K | 0.10% | −20.0% | Reduced |
| Davidson Trust Co | 5,702 | $250.6K | 0.13% | −80−1.4% | Reduced |
| BSW Wealth Partners | 5,707 | $250.8K | 0.04% | +5,707 | New |
| Sig Brokerage, LP | 5,712 | $251.0K | 0.12% | +5,712 | New |
| Tarbox Family Office, Inc. | 5,717 | $251.3K | 0.04% | +51+0.9% | Added |
| Pines Wealth Management, LLC | 5,579 | $251.7K | 0.11% | +5,579 | New |
| Annandale Capital, LLC | 5,751 | $253.0K | 0.05% | −1,600−21.8% | Reduced |
| Crown Wealth Group, LLC | 5,789 | $254.4K | 0.10% | +175+3.1% | Added |
| Integrity Wealth Solutions LLC | 5,792 | $254.6K | 0.14% | +23+0.4% | Added |
| K.J. Harrison & Partners Inc | 5,750 | $254.7K | 0.04% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 5,798 | $254.8K | 0.05% | −493−7.8% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,799 | $254.9K | 0.04% | +5,799 | New |
| Peak Asset Management, LLC | 5,805 | $255.1K | 0.05% | −625−9.7% | Reduced |
| Huntleigh Advisors, Inc. | 5,808 | $255.3K | 0.05% | +5,808 | New |
| Passive Capital Management, LLC. | 5,810 | $255.3K | 0.09% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 5,825 | $256.0K | 0.24% | +5,825 | New |
| Cora Capital Advisors LLC | 5,826 | $256.1K | 0.12% | +12+0.2% | Added |
| Ironwood Investment Management LLC | 5,839 | $256.6K | 0.13% | 00.0% | Unchanged |
| Convergence Financial, LLC | 5,845 | $256.9K | 0.05% | −1,181−16.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,522 | $257.0K | 0.05% | −14−0.3% | Reduced |
| Madrona Financial Services, LLC | 5,847 | $257.0K | 0.07% | −645−9.9% | Reduced |
| Aletheian Wealth Advisors LLC | 5,848 | $257.0K | 0.15% | +176+3.1% | Added |
| Palacios Wealth Management, LLC | 5,462 | $257.5K | 0.28% | +5,462 | New |
| Allen Investment Management LLC | 5,861 | $257.6K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,879 | $258.4K | 0.03% | +5,879 | New |
| Keystone Financial Planning, Inc. | 5,881 | $258.5K | 0.08% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 5,890 | $258.9K | 0.26% | +20.0% | Added |
| A. D. Beadell Investment Counsel, Inc. | 5,902 | $259.0K | 0.21% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5,894 | $259.0K | 0.09% | −87−1.5% | Reduced |
| Sage Rhino Capital LLC | 5,899 | $259.3K | 0.06% | −19−0.3% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,901 | $259.4K | 0.09% | +10.0% | Added |
| Aureus Asset Management, LLC | 5,904 | $259.5K | 0.02% | +5,904 | New |
| Abound Wealth Management | 5,948 | $261.4K | 0.08% | +196+3.4% | Added |
| Legacy Edge Advisors, LLC | 5,980 | $262.6K | 0.04% | −43−0.7% | Reduced |
| Clark Asset Management, LLC | 5,976 | $262.6K | 0.05% | −113−1.9% | Reduced |
| DDD Partners, LLC | 5,976 | $262.6K | 0.03% | +64+1.1% | Added |
| FSM Wealth Advisors, LLC | 5,632 | $262.7K | 0.06% | −1,445−20.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,977 | $262.7K | 0.02% | +589+10.9% | Added |
| First Nebraska Trust Co | 5,979 | $262.8K | 0.03% | +172+3.0% | Added |
| Charter Oak Capital Management, LLC | 5,989 | $263.2K | 0.02% | −710−10.6% | Reduced |
| Hamilton Capital Partners, LLC | 5,994 | $263.4K | 0.17% | +5,994 | New |
| Moment Partners, LLC | 6,000 | $263.7K | 0.05% | +6,000 | New |
| Asset Advisors Investment Management, LLC | 6,001 | $263.7K | 0.03% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 6,003 | $263.8K | 0.01% | +6,003 | New |
| Firestone Capital Management | 6,005 | $263.9K | 0.07% | +4+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 6,017 | $264.4K | 0.06% | +6,017 | New |
| Clay Northam Wealth Management, LLC | 6,020 | $264.6K | 0.17% | +96+1.6% | Added |
| Scott Capital Advisors, LLC | 5,874 | $264.7K | 0.08% | +7+0.1% | Added |
| Sunbeam Capital Management, LLC | 6,026 | $264.8K | 0.25% | +6,026 | New |
| EFG Asset Management (Americas) Corp. | 6,030 | $265.0K | 0.05% | +6,030 | New |
| Bush Investment Group, LLC | 6,032 | $265.1K | 0.21% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 6,038 | $265.4K | 0.05% | +6,038 | New |
| Donaldson Capital Management, LLC | 6,062 | $266.4K | 0.01% | −1,040−14.6% | Reduced |
| Southern Capital Advisors, LLC | 6,088 | $267.6K | 0.15% | +6+0.1% | Added |
| RKL Wealth Management LLC | 6,102 | $268.2K | 0.02% | −17−0.3% | Reduced |