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 |
|---|---|---|---|---|---|
| HMS Capital Management, LLC | 6,105 | $268.3K | 0.13% | −339−5.3% | Reduced |
| Moseley Investment Management Inc | 6,109 | $268.5K | 0.10% | +57+0.9% | Added |
| SJS Investment Consulting Inc. | 6,111 | $268.6K | 0.05% | −68−1.1% | Reduced |
| Burk Holdings LLC | 6,115 | $268.8K | 0.22% | +6,115 | New |
| First National Bank | 6,115 | $268.8K | 0.18% | −100−1.6% | Reduced |
| LeClair Wealth Partners LLC | 6,119 | $268.9K | 0.18% | +6,119 | New |
| North Star Asset Management Inc | 6,120 | $269.0K | 0.01% | +6,120 | New |
| Granite Investment Partners, LLC | 6,125 | $269.2K | 0.01% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 6,129 | $269.4K | 0.44% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 6,138 | $269.8K | 0.12% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 6,143 | $270.0K | 0.18% | −1,190−16.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 6,150 | $270.3K | 0.01% | −966−13.6% | Reduced |
| Fortress Financial Group, LLC | 6,150 | $270.3K | 0.27% | +6,150 | New |
| EdgeRock Capital LLC | 6,169 | $271.1K | 0.18% | +437+7.6% | Added |
| Sovran Advisors, LLC | 5,935 | $271.7K | 0.04% | +5,935 | New |
| Lincoln Capital LLC | 6,186 | $271.9K | 0.06% | −1,256−16.9% | Reduced |
| Fairscale Capital, LLC | 6,195 | $272.3K | 0.23% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,200 | $272.5K | 0.01% | +6,200 | New |
| Linden Thomas Advisory Services, LLC | 6,207 | $272.8K | 0.03% | −44−0.7% | Reduced |
| Waverton Investment Management Ltd | 6,222 | $273.6K | 0.00% | +990+18.9% | Added |
| WMG Financial Advisors, LLC | 6,226 | $273.6K | 0.12% | −303−4.6% | Reduced |
| WFA Asset Management Corp | 6,229 | $273.8K | 0.15% | +1,593+34.4% | Added |
| Professional Advisory Services Inc | 6,242 | $274.0K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,243 | $274.4K | 0.08% | +28+0.5% | Added |
| Voisard Asset Management Group, Inc. | 6,259 | $275.1K | 0.09% | +17+0.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,279 | $275.9K | 0.11% | +10.0% | Added |
| Correct Capital Wealth Management | 6,296 | $276.7K | 0.06% | +28+0.4% | Added |
| MinichMacGregor Wealth Management, LLC | 6,297 | $276.7K | 0.06% | +6,297 | New |
| New Jersey Better Educational Savings Trust | 6,297 | $276.8K | 0.53% | 00.0% | Unchanged |
| Compass Capital Corp | 6,116 | $277.0K | 0.11% | +6,116 | New |
| Royal Capital Wealth Management, LLC | 6,311 | $277.4K | 0.19% | +6+0.1% | Added |
| Centennial Wealth Advisory LLC | 6,312 | $277.5K | 0.11% | +124+2.0% | Added |
| Proactive Wealth Strategies LLC | 6,329 | $278.0K | 0.14% | +237+3.9% | Added |
| Mach-1 Financial Group, Inc. | 6,331 | $278.2K | 0.50% | −1,250−16.5% | Reduced |
| TAP Consulting, LLC | 6,335 | $278.4K | 0.06% | −62−1.0% | Reduced |
| TFB Advisors LLC | 6,342 | $278.7K | 0.08% | +230+3.8% | Added |
| Matrix Private Capital Group LLC | 6,344 | $278.8K | 0.16% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 6,356 | $279.3K | 0.14% | +136+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 6,369 | $279.9K | 0.08% | +319+5.3% | Added |
| Wells Trecaso Financial Group, LLC | 6,376 | $280.2K | 0.09% | −886−12.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 6,387 | $280.7K | 0.07% | +6,387 | New |
| Helium Advisors LLC | 6,399 | $281.3K | 0.22% | +6,399 | New |
| Missouri Trust & Investment Co | 6,400 | $281.3K | 0.10% | +162+2.6% | Added |
| Trail Ridge Investment Advisors, LLC | 6,402 | $281.4K | 0.13% | +126+2.0% | Added |
| Plan A Wealth LLC | 6,409 | $281.7K | 0.26% | +6,409 | New |
| Masso Torrence Wealth Management Inc. | 6,419 | $282.1K | 0.15% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 6,437 | $282.9K | 0.04% | −741−10.3% | Reduced |
| Ewa, LLC | 6,456 | $283.7K | 0.11% | −85−1.3% | Reduced |
| Medallion Wealth Advisors, LLC | 6,488 | $284.2K | 0.14% | +6,488 | New |
| Elgethun Capital Management | 6,472 | $284.4K | 0.07% | +932+16.8% | Added |
| Francis Financial, Inc. | 9,038 | $284.8K | 0.07% | +9,038 | New |
| Lynx Investment Advisory | 6,489 | $285.2K | 0.19% | +6,489 | New |
| Highview Capital Management LLC | 6,500 | $285.7K | 0.11% | +6,500 | New |
| Tranquilli Financial Advisor LLC | 6,501 | $285.7K | 0.18% | −242−3.6% | Reduced |
| TL Private Wealth | 6,076 | $286.2K | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,521 | $286.6K | 0.02% | −492−7.0% | Reduced |
| Fermata Advisors, LLC | 6,533 | $287.1K | 0.05% | −245−3.6% | Reduced |
| Invenio Wealth Partners LLC | 6,535 | $287.2K | 0.12% | −640−8.9% | Reduced |
| Richardson Financial Services Inc. | 6,552 | $287.7K | 0.20% | +3,471+112.7% | Added |
| Hunter Associates Investment Management LLC | 6,538 | $288.0K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,577 | $289.1K | 0.04% | +85+1.3% | Added |
| Oxinas Partners Wealth Management LLC | 6,585 | $289.4K | 0.17% | −409−5.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 6,591 | $289.7K | 0.02% | −4,214−39.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 6,600 | $290.1K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 6,608 | $290.5K | 0.03% | +408+6.6% | Added |
| Cove Private Wealth, LLC | 6,623 | $291.1K | 0.17% | +548+9.0% | Added |
| Gerber, LLC | 6,629 | $291.4K | 0.21% | +10.0% | Added |
| PSI Advisors, LLC | 6,633 | $291.5K | 0.09% | −85−1.3% | Reduced |
| Invst, LLC | 6,670 | $293.1K | 0.04% | +269+4.2% | Added |
| Claris Advisors, LLC | 6,693 | $294.2K | 0.11% | +2,620+64.3% | Added |
| Nvest Financial, LLC | 6,752 | $296.8K | 0.15% | +5+0.1% | Added |
| Wolff Wiese Magana LLC | 6,770 | $297.5K | 0.20% | +20+0.3% | Added |
| D'Orazio & Associates, Inc. | 6,775 | $297.8K | 0.04% | +639+10.4% | Added |
| Atala Financial Inc | 6,778 | $297.9K | 0.21% | +6,778 | New |
| RWM Asset Management, LLC | 6,796 | $298.7K | 0.05% | +98+1.5% | Added |
| BostonPremier Wealth LLC | 6,802 | $298.9K | 0.18% | +6,802 | New |
| Single Point Partners, LLC | 6,804 | $299.0K | 0.07% | −217−3.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 6,805 | $299.1K | 0.06% | −625−8.4% | Reduced |
| Montz Harcus Wealth Management LLC | 6,812 | $299.4K | 0.17% | −168−2.4% | Reduced |
| NorthStar Asset Management LLC | 6,825 | $300.0K | 0.19% | +28+0.4% | Added |
| Tacita Capital Inc | 6,835 | $300.4K | 0.21% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 6,836 | $300.5K | 0.04% | +44+0.6% | Added |
| BlackDiamond Wealth Management Inc. | 6,845 | $300.8K | 0.17% | −5−0.1% | Reduced |
| Radnor Capital Management, LLC | 6,855 | $301.0K | 0.05% | −5,150−42.9% | Reduced |
| AdviceOne Advisory Services, LLC | 6,862 | $301.6K | 0.27% | +6,862 | New |
| Ackerman Capital Advisors, LLC | 6,863 | $301.6K | 0.08% | +10.0% | Added |
| EPG Wealth Management LLC | 6,870 | $301.9K | 0.08% | −816−10.6% | Reduced |
| Capital Investment Counsel, LLC | 6,874 | $302.1K | 0.05% | +6,874 | New |
| Family Firm, Inc. | 6,883 | $302.5K | 0.07% | +32+0.5% | Added |
| Fairfield, Bush & Co. | 6,885 | $302.6K | 0.18% | −100−1.4% | Reduced |
| Indie Asset Partners, LLC | 6,892 | $302.9K | 0.24% | −34−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 6,892 | $302.9K | 0.03% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 6,894 | $303.0K | 0.06% | −17−0.2% | Reduced |
| Simplicity Wealth,LLC | 6,898 | $303.2K | 0.06% | −25,143−78.5% | Reduced |
| Heartwood Wealth Advisors LLC | 6,899 | $303.2K | 0.03% | −383−5.3% | Reduced |
| W Advisors, LLC | 6,904 | $303.4K | 0.19% | +138+2.0% | Added |
| Putney Financial Group LLC | 6,905 | $303.5K | 0.27% | +6,905 | New |
| Tompkins Financial Corp | 6,924 | $304.3K | 0.03% | −853−11.0% | Reduced |
| Bangor Savings Bank | 6,926 | $304.4K | 0.03% | +155+2.3% | Added |
| Fielder Capital Group LLC | 6,931 | $304.6K | 0.09% | −17−0.2% | Reduced |