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 |
|---|---|---|---|---|---|
| My Personal CFO, LLC | 6,943 | $305.2K | 0.16% | +10.0% | Added |
| Fragasso Group Inc. | 6,946 | $305.3K | 0.02% | +404+6.2% | Added |
| UMA Financial Services, Inc. | 6,966 | $306.2K | 0.05% | −604−8.0% | Reduced |
| Lee Johnson Capital Management, LLC | 6,985 | $307.0K | 0.16% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 6,986 | $307.0K | 0.03% | −56−0.8% | Reduced |
| Hoxton Planning & Management, LLC | 6,998 | $307.6K | 0.12% | +571+8.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $307.6K | 0.10% | +550+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 7,001 | $307.7K | 0.03% | 00.0% | Unchanged |
| Brio Consultants, LLC | 7,021 | $308.6K | 0.05% | +405+6.1% | Added |
| Weaver Consulting Group | 7,040 | $309.4K | 0.10% | −50−0.7% | Reduced |
| Pacific Center for Financial Services | 7,042 | $309.5K | 0.08% | +1,362+24.0% | Added |
| Rainier Family Wealth Inc | 7,050 | $309.8K | 0.37% | +7,050 | New |
| Northcape Wealth Management, LLC | 7,075 | $310.9K | 0.10% | −150−2.1% | Reduced |
| Capstone Triton Financial Group, LLC | 7,087 | $311.5K | 0.19% | −33−0.5% | Reduced |
| Paladin Advisory Group, LLC | 7,096 | $311.9K | 0.24% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 7,129 | $313.3K | 0.31% | −165−2.3% | Reduced |
| Intergy Private Wealth, LLC | 7,144 | $314.0K | 0.12% | −794−10.0% | Reduced |
| Allen Wealth Management, LLC | 7,152 | $314.3K | 0.23% | −210−2.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,159 | $314.6K | 0.22% | +7,159 | New |
| Ariston Services Group | 7,167 | $315.0K | 0.27% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 7,168 | $315.0K | 0.04% | 00.0% | Unchanged |
| West Wealth Group, LLC | 7,169 | $315.1K | 0.09% | +652+10.0% | Added |
| Widmann Financial Services, Inc. | 7,178 | $315.5K | 0.24% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 7,182 | $315.7K | 0.14% | +7,182 | New |
| Texas Capital Bancshares Inc | 7,224 | $317.5K | 0.13% | −220−3.0% | Reduced |
| WealthShield Partners, LLC | 7,225 | $317.5K | 0.05% | −1,183−14.1% | Reduced |
| Tucker Asset Management LLC | 7,227 | $317.6K | 0.03% | −1,355−15.8% | Reduced |
| Sentry LLC | 7,231 | $317.8K | 0.06% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 7,233 | $317.9K | 0.11% | +10+0.1% | Added |
| Challenger Wealth Management | 7,241 | $318.2K | 0.27% | +7,241 | New |
| BridgePort Financial Solutions, LLC | 7,225 | $318.8K | 0.14% | +7,225 | New |
| Byrne Asset Management LLC | – | $319.6K | 0.23% | – | – |
| Greykasell Wealth Strategies, Inc. | 7,281 | $320.0K | 0.18% | +7,281 | New |
| Wealthcare Capital Partners, LLC | 7,295 | $320.6K | 0.17% | +7,295 | New |
| Salomon & Ludwin, LLC | 7,297 | $320.7K | 0.03% | −62−0.8% | Reduced |
| Three Bridge Wealth Advisors, LLC | 7,300 | $320.8K | 0.11% | +1,900+35.2% | Added |
| Citrine Capital LLC | 7,311 | $321.3K | 0.24% | +7,311 | New |
| Heritage Financial Services, LLC | 7,314 | $321.4K | 0.04% | +388+5.6% | Added |
| Navis Wealth Advisors, LLC | 7,317 | $321.6K | 0.35% | −19−0.3% | Reduced |
| Sharper & Granite LLC | 7,320 | $321.7K | 0.14% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 7,331 | $322.2K | 0.16% | +27+0.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 7,345 | $322.8K | 0.07% | +31+0.4% | Added |
| Grant Private Wealth Management Inc | 7,367 | $323.8K | 0.35% | +7,367 | New |
| Investment Partners, Ltd. | 7,374 | $324.1K | 0.13% | +912+14.1% | Added |
| CVA Family Office, LLC | 7,375 | $324.1K | 0.05% | +1,237+20.2% | Added |
| GK Wealth Management LLC | 7,376 | $324.2K | 0.41% | +7,376 | New |
| Avenue 1 Advisors, LLC | 7,378 | $324.3K | 0.12% | −68−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,383 | $324.5K | 0.08% | +7,383 | New |
| Pennsylvania Capital Management Inc | 7,393 | $324.9K | 0.11% | +146+2.0% | Added |
| Pennington Partners & Co., LLC | 7,400 | $325.2K | 0.16% | +7,400 | New |
| Guerra Pan Advisors, LLC | 7,401 | $325.3K | 0.24% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,414 | $325.8K | 0.17% | −150−2.0% | Reduced |
| waypoint wealth counsel | 7,416 | $325.9K | 0.21% | +747+11.2% | Added |
| Wealth Group, Ltd. | 7,424 | $326.0K | 0.21% | +75+1.0% | Added |
| Hummer Financial Advisory Services Inc | 7,422 | $326.2K | 0.26% | 00.0% | Unchanged |
| Centric Wealth Management | 7,423 | $326.3K | 0.09% | −897−10.8% | Reduced |
| Monument Capital Management | 7,433 | $326.7K | 0.09% | +1,126+17.9% | Added |
| Collective Family Office LLC | 7,437 | $326.9K | 0.09% | −179−2.4% | Reduced |
| Payne Capital Management, LLC | 7,447 | $327.3K | 0.14% | +7,447 | New |
| Logan Capital Management Inc | 7,478 | $328.7K | 0.01% | +81+1.1% | Added |
| Bull Street Advisors, LLC | 7,487 | $329.0K | 0.16% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 7,500 | $329.6K | 0.25% | −6,900−47.9% | Reduced |
| Forefront Wealth Partners, LLC | 7,505 | $329.8K | 0.25% | +7,505 | New |
| Chickasaw Capital Management LLC | 7,500 | $330.0K | 0.01% | 00.0% | Unchanged |
| BCS Wealth Management | 7,510 | $330.0K | 0.08% | +18+0.2% | Added |
| Goldstein Advisors, LLC | 7,515 | $330.3K | 0.05% | +885+13.3% | Added |
| FNY Investment Advisers, LLC | 7,540 | $331.0K | 0.17% | +7,140+1,785.0% | Added |
| First Bank & Trust | 7,533 | $331.1K | 0.06% | +458+6.5% | Added |
| Garrett Investment Advisors LLC | 7,535 | $331.2K | 0.03% | +431+6.1% | Added |
| Bristlecone Advisors, LLC | 7,539 | $331.3K | 0.03% | +6+0.1% | Added |
| Bellevue Asset Management, LLC | 7,569 | $332.7K | 0.17% | +10.0% | Added |
| Strategy Asset Managers LLC | 7,570 | $332.7K | 0.06% | +30.0% | Added |
| Pettee Investors, Inc. | 7,571 | $332.7K | 0.17% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,581 | $333.2K | 0.03% | −195−2.5% | Reduced |
| BNC Wealth Management, LLC | 7,581 | $333.2K | 0.11% | −108−1.4% | Reduced |
| Howard Financial Services, Ltd. | 7,582 | $333.2K | 0.05% | +794+11.7% | Added |
| Blue Barn Wealth, LLC | 7,585 | $333.4K | 0.18% | +379+5.3% | Added |
| Meridian Wealth Advisors, LLC | 7,591 | $333.6K | 0.06% | −70,116−90.2% | Reduced |
| Riverview Capital Advisers, LLC | 7,598 | $333.9K | 0.10% | 00.0% | Unchanged |
| TT Capital Management LLC | 7,202 | $334.0K | 0.27% | +7,202 | New |
| Beacon Financial Advisory LLC | 7,611 | $334.5K | 0.11% | +666+9.6% | Added |
| Hickory Asset Management, Inc. | 7,617 | $334.8K | 0.28% | +7,617 | New |
| Sachetta, LLC | 7,617 | $334.8K | 0.13% | +62+0.8% | Added |
| SNS Financial Group, LLC | 7,627 | $335.2K | 0.03% | +140+1.9% | Added |
| Kelly Financial Group LLC | 7,632 | $335.4K | 0.12% | +7,632 | New |
| Visionary Horizons, LLC | 7,632 | $335.5K | 0.22% | −441−5.5% | Reduced |
| Root Financial Partners, LLC | 7,639 | $335.8K | 0.04% | +2,538+49.8% | Added |
| Sutton Place Investors LLC | 7,662 | $336.7K | 0.20% | +471+6.5% | Added |
| CBIZ Investment Advisory Services, LLC | 7,680 | $337.6K | 0.02% | +6,461+530.0% | Added |
| Lodestar Private Asset Management LLC | 7,690 | $338.0K | 0.04% | +15+0.2% | Added |
| Planned Solutions, Inc. | 7,698 | $338.3K | 0.14% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,704 | $338.6K | 0.11% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,705 | $338.7K | 0.04% | −87−1.1% | Reduced |
| Duncan Williams Asset Management, LLC | 7,721 | $339.3K | 0.13% | +7,721 | New |
| Novem Group | 7,721 | $339.3K | 0.05% | +7,721 | New |
| Ring Mountain Capital, LLC | 7,726 | $339.6K | 0.23% | +7,726 | New |
| Investment Advisory Group, LLC | 7,734 | $339.9K | 0.11% | −25−0.3% | Reduced |
| Retirement Planning Group | 7,741 | $340.2K | 0.02% | +69+0.9% | Added |
| Madison Park Capital Advisors, LLC | 7,747 | $340.5K | 0.27% | +323+4.4% | Added |
| Cardinal Capital Management, Inc. | 7,757 | $340.9K | 0.01% | −675−8.0% | Reduced |