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
- 3,276
- +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
- 1,203 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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 8,711 | $382.9K | 0.01% | +870+11.1% | Added |
| TrueWealth Advisors, LLC | 8,716 | $383.1K | 0.13% | −821−8.6% | Reduced |
| Lebenthal Global Advisors, LLC | 8,743 | $384.3K | 0.07% | +3,319+61.2% | Added |
| Range Financial Group LLC | 8,757 | $384.9K | 0.18% | +8,757 | New |
| Tandem Wealth Advisors LLC | 8,804 | $386.9K | 0.20% | +1,068+13.8% | Added |
| Core Wealth Partners LLC | 8,818 | $387.5K | 0.22% | +829+10.4% | Added |
| MBA Advisors LLC | 8,819 | $387.6K | 0.20% | +207+2.4% | Added |
| Park Place Capital Corp | 8,829 | $388.0K | 0.11% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 8,830 | $388.1K | 0.05% | +653+8.0% | Added |
| LCNB Corp | 8,832 | $388.2K | 0.14% | −176−2.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,834 | $388.2K | 0.08% | +20.0% | Added |
| Kolinsky Wealth Management, LLC | 8,845 | $388.8K | 0.24% | +67+0.8% | Added |
| Centerpoint Advisory Group | 8,850 | $389.0K | 0.38% | +8,850 | New |
| Zions Bancorporation, N.A. | 8,851 | $389.0K | 0.02% | +195+2.3% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 8,861 | $389.5K | 0.11% | +8,861 | New |
| Prossimo Advisors, LLC | 8,880 | $390.0K | 0.28% | +220+2.5% | Added |
| London Co of Virginia | 8,898 | $391.1K | 0.00% | −142−1.6% | Reduced |
| Van Hulzen Asset Management, LLC | 8,904 | $391.3K | 0.03% | −22,716−71.8% | Reduced |
| Founders Financial Securities LLC | 8,906 | $391.4K | 0.04% | +1,041+13.2% | Added |
| Flaharty Asset Management, LLC | 8,913 | $391.7K | 0.06% | −3,030−25.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 8,914 | $391.8K | 0.10% | +378+4.4% | Added |
| PUREfi Wealth, LLC | 8,923 | $392.2K | 0.38% | +8,923 | New |
| Nadler Financial Group, Inc. | 8,926 | $392.3K | 0.04% | −402−4.3% | Reduced |
| Crux Wealth Advisors | 8,944 | $393.1K | 0.22% | +8,944 | New |
| Arbor Investment Advisors, LLC | 8,950 | $393.3K | 0.06% | −4,924−35.5% | Reduced |
| Charles Schwab Trust Co | 8,955 | $393.6K | 0.03% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 8,970 | $394.2K | 0.06% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 8,973 | $394.4K | 0.29% | +129+1.5% | Added |
| Poinciana Advisors Group, LLC | 8,998 | $395.5K | 0.40% | +8,998 | New |
| Private Capital Management, LLC | 9,000 | $395.5K | 0.04% | +10.0% | Added |
| Southland Equity Partners LLC | 9,016 | $396.3K | 0.09% | +231+2.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 9,026 | $396.7K | 0.02% | +62+0.7% | Added |
| Jacobsen Capital Management | 9,029 | $396.8K | 0.17% | −70−0.8% | Reduced |
| Bordeaux Wealth Advisors LLC | 9,048 | $397.7K | 0.06% | +1,656+22.4% | Added |
| Hyperion Capital Advisors LP | 9,081 | $399.1K | 0.21% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 9,099 | $399.9K | 0.07% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 9,102 | $400.0K | 0.31% | +5+0.1% | Added |
| Cardinal Strategic Wealth Guidance | 9,130 | $401.3K | 0.13% | +9,130 | New |
| Straightline Group LLC | 9,130 | $401.3K | 0.26% | +9,130 | New |
| New England Professional Planning Group Inc. | 9,139 | $401.7K | 0.20% | −444−4.6% | Reduced |
| Impact Capital Partners LLC | 9,141 | $401.7K | 0.14% | +9,141 | New |
| Arbor Trust Wealth Advisors, LLC | 9,175 | $403.2K | 0.19% | −683−6.9% | Reduced |
| TCFG Wealth Management, LLC | 9,179 | $403.4K | 0.20% | 00.0% | Unchanged |
| Carr Financial Group Corp | 9,211 | $404.8K | 0.13% | −207−2.2% | Reduced |
| Resolute Wealth Strategies, LLC | 9,218 | $405.1K | 0.21% | +9+0.1% | Added |
| Cooper/Haims Advisors, LLC | 9,218 | $405.1K | 0.23% | +578+6.7% | Added |
| Powers Advisory Group, LLC | 9,220 | $405.2K | 0.20% | +211+2.3% | Added |
| Essex LLC | 9,221 | $405.3K | 0.09% | +9,221 | New |
| WealthPLAN Partners, LLC | 9,228 | $405.6K | 0.06% | +479+5.5% | Added |
| Coastal Investment Advisors, Inc. | 9,064 | $406.1K | 0.17% | +5,387+146.5% | Added |
| Black Swift Group, LLC | 9,250 | $406.5K | 0.09% | 00.0% | Unchanged |
| Round Hill Asset Management | 9,265 | $407.2K | 0.29% | −1,728−15.7% | Reduced |
| Postrock Partners LLC | 9,271 | $407.5K | 0.20% | +9,271 | New |
| KWB Wealth | 10,310 | $409.1K | 0.05% | −156−1.5% | Reduced |
| Townsend & Associates, Inc | 8,778 | $409.6K | 0.04% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,324 | $409.8K | 0.10% | +20+0.2% | Added |
| BlueChip Wealth Advisors LLC | 9,389 | $412.7K | 0.23% | −972−9.4% | Reduced |
| Almanack Investment Partners, LLC. | 9,391 | $412.7K | 0.06% | −40.0% | Reduced |
| RS Crum Inc. | 9,397 | $413.0K | 0.10% | −593−5.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,418 | $413.9K | 0.07% | +55+0.6% | Added |
| Aigen Investment Management, LP | 9,438 | $414.8K | 0.07% | −116,988−92.5% | Reduced |
| Oxford Financial Group Ltd | 9,455 | $415.5K | 0.03% | −467−4.7% | Reduced |
| Edgar Lomax Co | 9,455 | $415.5K | 0.03% | +9,455 | New |
| Strategic Advocates LLC | 9,474 | $416.4K | 0.14% | −8,106−46.1% | Reduced |
| Argyle Capital Partners, LLC | 9,475 | $416.4K | 0.36% | +9,475 | New |
| Dover Advisors, LLC | 9,495 | $417.3K | 0.24% | −650−6.4% | Reduced |
| Flagship Wealth Advisors, LLC | 9,516 | $418.2K | 0.25% | +9,516 | New |
| Catherine Avery Investment Management LLC | 9,531 | $418.9K | 0.37% | +9,531 | New |
| Chatham Capital Group, Inc. | 9,549 | $419.7K | 0.07% | −200−2.1% | Reduced |
| Bath Savings Trust Co | 9,554 | $419.9K | 0.04% | −66−0.7% | Reduced |
| Campbell Deegan Wealth Management, LLC | 9,559 | $420.1K | 0.50% | +9,559 | New |
| Rosenberg Matthew Hamilton | 9,618 | $422.7K | 0.11% | +270+2.9% | Added |
| Kavar Capital Partners Group, LLC | 9,626 | $423.1K | 0.07% | −299−3.0% | Reduced |
| Consilium Wealth Advisory, LLC | 9,633 | $423.4K | 0.20% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 9,637 | $423.6K | 0.13% | +142+1.5% | Added |
| Mindset Wealth Management, LLC | 9,645 | $423.9K | 0.15% | −2,463−20.3% | Reduced |
| Vaughan David Investments LLC | 9,658 | $424.0K | 0.01% | −4,475−31.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,660 | $424.6K | 0.04% | +67+0.7% | Added |
| One Wealth Advisors, LLC | 9,716 | $427.0K | 0.06% | −192−1.9% | Reduced |
| BOS Asset Management, LLC | 9,724 | $427.4K | 0.15% | −79−0.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 9,733 | $427.8K | 0.21% | −195−2.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 9,264 | $428.9K | 0.21% | −8−0.1% | Reduced |
| Lokken Investment Group LLC | 9,765 | $429.2K | 0.19% | −56−0.6% | Reduced |
| Tradewinds Capital Management, LLC | 9,774 | $429.6K | 0.11% | +119+1.2% | Added |
| Orrstown Financial Services Inc | 9,793 | $430.4K | 0.12% | 00.0% | Unchanged |
| BBR Partners, LLC | 9,816 | $431.4K | 0.03% | +1,777+22.1% | Added |
| Veracity Capital LLC | 9,831 | $432.1K | 0.16% | −10−0.1% | Reduced |
| Walker Asset Management, LLC | 9,844 | $432.6K | 0.27% | +160+1.7% | Added |
| St Germain D J Co Inc | 9,846 | $432.7K | 0.02% | +1,581+19.1% | Added |
| Bruce G. Allen Investments, LLC | 9,854 | $433.1K | 0.35% | +619+6.7% | Added |
| Riversedge Advisors, LLC | 9,866 | $433.6K | 0.10% | +438+4.6% | Added |
| Aveo Capital Partners, LLC | 9,886 | $434.5K | 0.05% | +283+2.9% | Added |
| FDx Advisors, Inc. | 9,897 | $435.0K | 0.13% | −579−5.5% | Reduced |
| Stone Point Wealth LLC | 9,900 | $435.1K | 0.15% | −500−4.8% | Reduced |
| DT Investment Partners, LLC | 9,909 | $435.5K | 0.04% | −4,859−32.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 9,912 | $435.6K | 0.16% | +387+4.1% | Added |
| Alliance Wealth Management Group | 9,929 | $436.4K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 9,472 | $436.5K | 0.08% | −1,248−11.6% | Reduced |
| Romano Brothers and Company | 9,947 | $437.2K | 0.06% | +109+1.1% | Added |
| Beirne Wealth Consulting Services, LLC | 9,947 | $437.2K | 0.16% | −287−2.8% | Reduced |