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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 7,757 | $340.9K | 0.14% | +7+0.1% | Added |
| Burt Wealth Advisors | 7,758 | $341.0K | 0.09% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 7,766 | $341.3K | 0.28% | +7,766 | New |
| Summit Financial Strategies, Inc. | 7,776 | $341.7K | 0.04% | −721−8.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 7,778 | $341.8K | 0.12% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7,786 | $342.0K | 0.04% | +198+2.6% | Added |
| AXS Investments LLC | 7,788 | $342.3K | 0.10% | −446−5.4% | Reduced |
| CLG LLC | 7,789 | $342.3K | 0.12% | +7,789 | New |
| CoreFirst Bank & Trust | 7,798 | $342.7K | 0.20% | 00.0% | Unchanged |
| May Hill Capital, LLC | 7,834 | $344.3K | 0.13% | +7,834 | New |
| Indiana Trust & Investment Management CO | 7,836 | $344.4K | 0.12% | +236+3.1% | Added |
| Osborne Partners Capital Management, LLC | 7,841 | $344.6K | 0.02% | −91−1.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 7,848 | $344.9K | 0.21% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,850 | $345.0K | 0.17% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 7,868 | $345.8K | 0.21% | +7,868 | New |
| Hall Laurie J Trustee | 7,857 | $346.0K | 0.11% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7,875 | $346.1K | 0.29% | +7,875 | New |
| Hardy Reed LLC | 7,877 | $346.2K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 7,892 | $346.9K | 0.13% | +7,685+3,712.6% | Added |
| Ellis Investment Partners, LLC | 7,894 | $346.9K | 0.07% | −1,487−15.9% | Reduced |
| TSFG, LLC | 7,905 | $347.0K | 0.07% | +682+9.4% | Added |
| Miramar Capital, LLC | 7,918 | $348.0K | 0.08% | −1,248−13.6% | Reduced |
| Smith & Howard Wealth Management, LLC | 7,961 | $349.9K | 0.10% | −11,688−59.5% | Reduced |
| Vista Wealth Management Group, LLC | 7,988 | $351.1K | 0.02% | +996+14.2% | Added |
| Integrity Wealth Advisors, Inc. | 8,014 | $352.2K | 0.26% | +8,014 | New |
| Mirador Capital Partners LP | 8,028 | $352.8K | 0.06% | −47−0.6% | Reduced |
| Stablepoint Partners, LLC | 8,033 | $353.1K | 0.06% | −475−5.6% | Reduced |
| Cache Advisors, LLC | 8,036 | $353.2K | 0.15% | +8,036 | New |
| Strategic Family Wealth Counselors, L.L.C. | 8,043 | $353.5K | 0.12% | +2,549+46.4% | Added |
| Chung Wu Investment Group, LLC | 8,050 | $353.8K | 0.36% | +8,050 | New |
| Community Trust & Investment Co | 8,052 | $353.9K | 0.02% | +17+0.2% | Added |
| Financial Advisors, LLC | 8,061 | $354.3K | 0.07% | 00.0% | Unchanged |
| Harold Davidson & Associates Inc. | 8,061 | $354.3K | 0.17% | +8,061 | New |
| SC&H Financial Advisors, Inc. | 8,077 | $355.0K | 0.07% | −200−2.4% | Reduced |
| CFM Wealth Partners LLC | 8,083 | $355.2K | 0.06% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,092 | $355.6K | 0.05% | +226+2.9% | Added |
| Great Diamond Partners, LLC | 8,096 | $355.8K | 0.09% | −85−1.0% | Reduced |
| New World Advisors LLC | 8,100 | $356.0K | 0.09% | −100−1.2% | Reduced |
| Lockerman Financial Group, Inc. | 8,101 | $356.0K | 0.61% | +511+6.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 8,108 | $356.4K | 0.08% | +634+8.5% | Added |
| Hengehold Capital Management LLC | 8,113 | $356.6K | 0.03% | +300+3.8% | Added |
| United Bank | 8,118 | $356.8K | 0.04% | −192−2.3% | Reduced |
| Northern Oak Wealth Management Inc | 8,134 | $357.5K | 0.05% | −1,280−13.6% | Reduced |
| Evermay Wealth Management LLC | 8,145 | $358.0K | 0.05% | −583−6.7% | Reduced |
| Insight Wealth Strategies, LLC | 8,151 | $358.2K | 0.05% | +359+4.6% | Added |
| Archford Capital Strategies, LLC | 8,160 | $358.6K | 0.05% | +52+0.6% | Added |
| OneAscent Family Office, LLC | 8,168 | $359.0K | 0.65% | +8,168 | New |
| Alliance Wealth Advisors, LLC | 8,223 | $361.4K | 0.09% | +103+1.3% | Added |
| Centerpoint Advisors, LLC | 8,247 | $362.0K | 0.13% | −24−0.3% | Reduced |
| WealthBridge Capital Management, LLC | 8,238 | $362.0K | 0.10% | +114+1.4% | Added |
| Sanders Morris Harris LLC | 8,180 | $362.7K | 0.05% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 8,255 | $362.8K | 0.21% | +8,255 | New |
| Northwest Wealth Management, LLC | 8,260 | $363.0K | 0.08% | +1,893+29.7% | Added |
| Old North State Wealth Management, LLC | 8,262 | $363.2K | 0.20% | +132+1.6% | Added |
| Novak & Powell Financial Services, Inc. | 8,266 | $363.3K | 0.22% | +9+0.1% | Added |
| Annex Advisory Services, LLC | 8,267 | $363.3K | 0.01% | +372+4.7% | Added |
| Kozak & Associates, Inc. | 8,119 | $363.8K | 0.08% | +195+2.5% | Added |
| J. W. Coons Advisors, LLC | 8,286 | $364.2K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 8,291 | $364.4K | 0.09% | +223+2.8% | Added |
| Birch Financial Group, LLC | 8,319 | $365.6K | 0.41% | +8,319 | New |
| Trilogy Capital Inc. | 8,351 | $367.0K | 0.02% | +93+1.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 8,366 | $367.7K | 0.20% | +8,366 | New |
| Vista Capital Partners, Inc. | 8,379 | $368.3K | 0.04% | +520+6.6% | Added |
| DDFG, Inc | 8,381 | $368.4K | 0.11% | 00.0% | Unchanged |
| Sequent Planning LLC | 8,391 | $368.8K | 0.14% | −681−7.5% | Reduced |
| Successful Portfolios LLC | 8,395 | $368.9K | 0.25% | +100+1.2% | Added |
| Axis Wealth Partners, LLC | 8,413 | $369.7K | 0.31% | +8,413 | New |
| Balboa Wealth Partners | 8,419 | $370.0K | 0.08% | +8,419 | New |
| Sandy Cove Advisors, LLC | 8,427 | $370.4K | 0.15% | +796+10.4% | Added |
| JCIC Asset Management Inc. | 8,430 | $370.5K | 0.15% | +725+9.4% | Added |
| Accredited Investor Services, LLC | 8,432 | $370.6K | 0.30% | +8,432 | New |
| Cascade Investment Group, Inc. | 8,443 | $371.1K | 0.27% | +466+5.8% | Added |
| Meridian Wealth Partners, LLC | 8,450 | $371.4K | 0.06% | +115+1.4% | Added |
| Breakthru Advisory Services, LLC | 8,452 | $371.5K | 0.34% | +8,452 | New |
| Fort Point Capital Partners LLC | 8,486 | $373.0K | 0.04% | −292−3.3% | Reduced |
| Motco | 8,501 | $373.6K | 0.04% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 8,509 | $374.0K | 0.15% | 00.0% | Unchanged |
| Marshall Financial Group Inc | 8,515 | $374.2K | 0.11% | +48+0.6% | Added |
| Consilio Wealth Advisors, LLC | 8,520 | $374.5K | 0.15% | −311−3.5% | Reduced |
| Coyle Financial Counsel LLC | 8,531 | $374.9K | 0.12% | +858+11.2% | Added |
| Abel Hall, LLC | 8,546 | $375.6K | 0.24% | +266+3.2% | Added |
| Maxele Advisors, LLC | 8,557 | $376.1K | 0.36% | +8,557 | New |
| Warwick Investment Management, Inc. | 8,565 | $376.4K | 0.08% | −123−1.4% | Reduced |
| Fire Capital Management LLC | 8,584 | $377.3K | 0.28% | +8,584 | New |
| Financial Perspectives, Inc | 8,605 | $378.2K | 0.13% | +706+8.9% | Added |
| Atlantic Trust, LLC | 8,605 | $378.2K | 0.08% | +7,715+866.9% | Added |
| Sendero Wealth Management, LLC | 8,627 | $379.2K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8,628 | $379.2K | 0.05% | −28,364−76.7% | Reduced |
| Ti-Trust, Inc | 8,646 | $380.0K | 0.25% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 8,650 | $380.2K | 0.30% | +8,650 | New |
| Ethos Financial Group, LLC | 8,650 | $380.2K | 0.05% | +973+12.7% | Added |
| BG Investment Services, Inc. | 8,655 | $380.4K | 0.38% | +8,655 | New |
| GSB Wealth Management, LLC | 8,665 | $380.9K | 0.10% | +81+0.9% | Added |
| Valley National Advisers Inc | 8,685 | $381.0K | 0.07% | +11+0.1% | Added |
| Traveka Wealth, LLC | 8,685 | $381.7K | 0.21% | +226+2.7% | Added |
| Encompass More Asset Management | 8,686 | $381.8K | 0.13% | +884+11.3% | Added |
| Sonata Capital Group Inc | 8,700 | $382.0K | 0.16% | −600−6.5% | Reduced |
| American Trust | 8,694 | $382.1K | 0.03% | −840−8.8% | Reduced |
| Clarity Capital Partners LLC | 8,695 | $382.1K | 0.20% | +1,209+16.2% | Added |
| Catalyst Capital Advisors LLC | 8,707 | $382.7K | 0.01% | −17,689−67.0% | Reduced |