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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 86,659 | $3.81M | 0.28% | −79,620−47.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.81M | 0.46% | 00.0% | Unchanged |
| Wright Investors Service Inc | 86,417 | $3.80M | 1.23% | +564+0.7% | Added |
| Cidel Asset Management Inc | 86,134 | $3.79M | 0.25% | −4,348−4.8% | Reduced |
| Norden Group LLC | 85,967 | $3.78M | 0.43% | −3,654−4.1% | Reduced |
| Modera Wealth Management, LLC | 85,891 | $3.77M | 0.05% | +3,637+4.4% | Added |
| Hodges Capital Management Inc. | 85,872 | $3.77M | 0.23% | −15,239−15.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,849 | $3.77M | 0.14% | −45,463−34.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 85,782 | $3.77M | 0.01% | +8,627+11.2% | Added |
| RNC Capital Management LLC | 85,669 | $3.77M | 0.20% | −6,776−7.3% | Reduced |
| Delta Capital Management LLC | 85,650 | $3.76M | 2.15% | +420+0.5% | Added |
| Graypoint LLC | 85,302 | $3.75M | 0.23% | −719−0.8% | Reduced |
| Quadrant Capital Group LLC | 85,298 | $3.75M | 0.26% | +591+0.7% | Added |
| David J Yvars Group | 84,981 | $3.73M | 2.28% | +161+0.2% | Added |
| Beaumont Financial Advisors, LLC | 84,905 | $3.73M | 0.28% | −94−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 84,771 | $3.73M | 0.28% | −25,244−22.9% | Reduced |
| Mount Vernon Associates Inc | 84,319 | $3.71M | 2.89% | +100+0.1% | Added |
| Meridian Investment Counsel Inc. | 83,899 | $3.69M | 1.10% | −7,192−7.9% | Reduced |
| Beacon Investment Advisors LLC | 83,810 | $3.68M | 1.73% | +95+0.1% | Added |
| Sargent Investment Group, LLC | 81,628 | $3.68M | 0.60% | +22,027+37.0% | Added |
| Joel Isaacson & Co., LLC | 83,663 | $3.68M | 0.17% | −11,013−11.6% | Reduced |
| GTS Securities LLC | 83,606 | $3.67M | 0.18% | −205,796−71.1% | Reduced |
| Klingenstein Fields & Co LP | 83,360 | $3.66M | 0.15% | −100−0.1% | Reduced |
| ProVise Management Group, LLC | 83,281 | $3.66M | 0.31% | −6,044−6.8% | Reduced |
| Diversify Advisory Services, LLC | 80,980 | $3.65M | 0.20% | −17,777−18.0% | Reduced |
| Commerzbank Aktiengesellschaft | 82,847 | $3.64M | 0.09% | +13,601+19.6% | Added |
| Beaton Management Co. Inc. | 82,526 | $3.63M | 1.87% | −233−0.3% | Reduced |
| Ami Investment Management Inc | 82,481 | $3.63M | 1.18% | −4,666−5.4% | Reduced |
| Culbertson A N & Co Inc | 82,177 | $3.61M | 0.57% | −500−0.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 82,131 | $3.61M | 0.69% | 00.0% | Unchanged |
| Roundview Capital LLC | 82,110 | $3.61M | 0.25% | +1,284+1.6% | Added |
| Wealth Alliance Advisory Group, LLC | 81,983 | $3.60M | 0.76% | −160.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 81,831 | $3.60M | 0.04% | −10,703−11.6% | Reduced |
| Alteri Wealth LLC | 81,507 | $3.58M | 0.99% | +81,507 | New |
| Gladstone Institutional Advisory LLC | 81,384 | $3.58M | 0.17% | −391−0.5% | Reduced |
| Anchor Investment Management, LLC | 81,324 | $3.57M | 0.33% | −5,023−5.8% | Reduced |
| Fayez Sarofim & Co | 81,197 | $3.57M | 0.01% | −6,795−7.7% | Reduced |
| Grove Bank & Trust | 81,055 | $3.56M | 0.49% | +318+0.4% | Added |
| Park National Corp | 80,197 | $3.52M | 0.13% | −9,680−10.8% | Reduced |
| Summit Financial, LLC | 80,126 | $3.52M | 0.12% | +37,263+86.9% | Added |
| Cordatus Wealth Management LLC | 79,957 | $3.51M | 0.93% | +79,957 | New |
| Trust Asset Management LLC | 79,939 | $3.51M | 0.27% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 79,689 | $3.50M | 0.44% | −653−0.8% | Reduced |
| Diversify Wealth Management, LLC | 77,379 | $3.49M | 0.27% | +22,511+41.0% | Added |
| Peddock Capital Advisors, LLC | 79,268 | $3.48M | 0.84% | +56+0.1% | Added |
| Legacy Wealth Management, LLC | 79,245 | $3.48M | 1.38% | −3,100−3.8% | Reduced |
| CTC LLC | 79,045 | $3.47M | 0.35% | +79,045 | New |
| Quantitative Investment Management, LLC | 78,916 | $3.47M | 0.26% | +78,916 | New |
| Regal Investment Advisors LLC | 78,767 | $3.46M | 0.26% | +34,698+78.7% | Added |
| E Fund Management Co., Ltd. | 78,715 | $3.46M | 0.17% | +30,190+62.2% | Added |
| Davis Investment Partners, LLC | 76,261 | $3.44M | 1.45% | +180.0% | Added |
| Parcion Private Wealth LLC | 78,180 | $3.44M | 0.26% | −400−0.5% | Reduced |
| Naviter Wealth, LLC | 77,874 | $3.42M | 0.41% | +10,126+14.9% | Added |
| Umpqua Bank | 73,982 | $3.39M | 1.17% | +1,917+2.7% | Added |
| Ostrum Asset Management | 77,001 | $3.38M | 0.29% | +45,243+142.5% | Added |
| Private Trust Co NA | 76,975 | $3.38M | 0.35% | −4,906−6.0% | Reduced |
| Harbour Capital Advisors, LLC | 75,417 | $3.38M | 0.75% | +715+1.0% | Added |
| Processus Wealth & Capital Management, LLC | 76,695 | $3.37M | 2.69% | +258+0.3% | Added |
| Winton Group Ltd | 76,588 | $3.37M | 0.22% | −59,441−43.7% | Reduced |
| 111 Capital | 76,412 | $3.36M | 0.71% | +76,412 | New |
| Lakewood Asset Management LLC | 76,287 | $3.35M | 2.31% | +280+0.4% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $3.35M | 0.36% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 75,739 | $3.33M | 0.76% | +979+1.3% | Added |
| PCJ Investment Counsel Ltd. | 75,000 | $3.30M | 1.11% | +75,000 | New |
| Carlson Capital L P | 74,900 | $3.29M | 1.94% | +74,900 | New |
| Sheaff Brock Investment Advisors, LLC | 74,778 | $3.29M | 0.29% | −3,483−4.5% | Reduced |
| Prosperity Consulting Group, LLC | 74,606 | $3.28M | 0.25% | +2,368+3.3% | Added |
| Main Street Financial Solutions, LLC | 74,359 | $3.27M | 0.32% | +44,631+150.1% | Added |
| Guardian Investment Management | 74,268 | $3.26M | 2.37% | −1,600−2.1% | Reduced |
| Berkshire Bank | 74,167 | $3.26M | 0.76% | +1,119+1.5% | Added |
| Checchi Capital Advisers, LLC | 74,077 | $3.26M | 0.24% | +394+0.5% | Added |
| Arete Wealth Advisors, LLC | 74,033 | $3.25M | 0.23% | +23,261+45.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.25M | 0.96% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 73,843 | $3.25M | 1.96% | −8,361−10.2% | Reduced |
| Point72 Hong Kong Ltd | 73,735 | $3.24M | 0.20% | −19,088−20.6% | Reduced |
| Charter Research & Investment Group, Inc. | 73,584 | $3.23M | 2.46% | −200−0.3% | Reduced |
| Advisors Capital Management, LLC | 73,496 | $3.23M | 0.05% | −3,099−4.0% | Reduced |
| HBK Sorce Advisory LLC | 72,870 | $3.20M | 0.10% | +2,442+3.5% | Added |
| Triangle Securities Wealth Management | 72,543 | $3.19M | 0.82% | −3,180−4.2% | Reduced |
| Brookmont Capital Management | 72,531 | $3.19M | 1.70% | −2,633−3.5% | Reduced |
| Tower Bridge Advisors | 72,440 | $3.18M | 0.34% | +96+0.1% | Added |
| Holderness Investments Co | 72,435 | $3.18M | 0.70% | −120−0.2% | Reduced |
| Massachusetts Wealth Management | 72,062 | $3.17M | 1.96% | +2,400+3.4% | Added |
| Nwam LLC | 71,871 | $3.16M | 0.20% | −557−0.8% | Reduced |
| Tritonpoint Wealth, LLC | 71,763 | $3.15M | 0.29% | −805−1.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 71,336 | $3.14M | 0.24% | +71,336 | New |
| Sound View Wealth Advisors Group, LLC | 71,130 | $3.13M | 0.25% | +945+1.3% | Added |
| GeoWealth Management, LLC | 71,113 | $3.13M | 0.10% | +6,966+10.9% | Added |
| Jaffetilchin Investment Partners, LLC | 71,110 | $3.13M | 0.23% | +886+1.3% | Added |
| Farther Finance Advisors, LLC | 71,011 | $3.12M | 0.11% | −130,854−64.8% | Reduced |
| Van Den Berg Management I, Inc | 70,954 | $3.12M | 0.90% | −2,664−3.6% | Reduced |
| Stonebridge Capital Advisors LLC | 70,759 | $3.11M | 0.25% | −638−0.9% | Reduced |
| Spire Wealth Management | 70,448 | $3.10M | 0.10% | +1,593+2.3% | Added |
| Vise Technologies, Inc. | 70,317 | $3.09M | 0.26% | +17,823+34.0% | Added |
| Independent Solutions Wealth Management, LLC | 70,252 | $3.09M | 0.68% | +2,105+3.1% | Added |
| Sagespring Wealth Partners, LLC | 70,248 | $3.09M | 0.08% | +70,248 | New |
| Country Club Bank | 70,102 | $3.08M | 0.21% | +2,471+3.7% | Added |
| SageView Advisory Group, LLC | 69,983 | $3.08M | 0.13% | +22,986+48.9% | Added |
| SS&H Financial Advisors, Inc. | 69,558 | $3.06M | 1.11% | −250−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 69,462 | $3.05M | 0.63% | +34,065+96.2% | Added |