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 (Europe) Ltd | 69,281 | $3.04M | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 69,001 | $3.03M | 0.53% | −1,422−2.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 68,955 | $3.03M | 0.05% | +7,133+11.5% | Added |
| Old National Bancorp | 68,721 | $3.02M | 0.07% | +2,305+3.5% | Added |
| Boston Financial Mangement LLC | 68,548 | $3.01M | 0.09% | +2,542+3.9% | Added |
| Exeter Financial, LLC | 68,410 | $3.01M | 1.38% | −4,872−6.6% | Reduced |
| Slagle Financial, LLC | 68,173 | $3.00M | 1.35% | +757+1.1% | Added |
| Burton Enright Welch | 68,170 | $3.00M | 0.63% | −2,471−3.5% | Reduced |
| Golden State Equity Partners | 68,002 | $2.99M | 0.57% | +344+0.5% | Added |
| Wedmont Private Capital | 66,232 | $2.99M | 0.16% | +7,708+13.2% | Added |
| ZWJ Investment Counsel Inc | 67,959 | $2.99M | 0.12% | +638+0.9% | Added |
| Caxton Associates LP | 67,887 | $2.98M | 0.09% | +67,887 | New |
| NBT Bank N A | 67,859 | $2.98M | 0.21% | −4,491−6.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 67,755 | $2.98M | 0.28% | −2,578−3.7% | Reduced |
| Lodestone Wealth Management LLC | 67,672 | $2.97M | 1.49% | −3,467−4.9% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.97M | 0.11% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 66,868 | $2.94M | 1.91% | −350−0.5% | Reduced |
| AlphaCore Capital LLC | 66,773 | $2.93M | 0.63% | −896−1.3% | Reduced |
| Diligent Investors, LLC | 66,737 | $2.93M | 0.67% | −482−0.7% | Reduced |
| Abc Arbitrage SA | 66,590 | $2.93M | 0.42% | +66,590 | New |
| Bank Ozk | 66,357 | $2.92M | 1.21% | −2,028−3.0% | Reduced |
| Smartleaf Asset Management LLC | 66,205 | $2.91M | 0.30% | +16,055+32.0% | Added |
| Caldwell Trust Co | 66,022 | $2.90M | 0.30% | −2,284−3.3% | Reduced |
| Van Eck Associates Corp | 65,991 | $2.90M | 0.00% | +46,760+243.1% | Added |
| Fieldview Capital Management, LLC | 65,836 | $2.89M | 0.45% | +65,836 | New |
| Gilliland Jeter Wealth Management LLC | 65,681 | $2.89M | 0.97% | −56−0.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 65,525 | $2.88M | 0.23% | −12,000−15.5% | Reduced |
| Morangie Management LLC | 65,487 | $2.88M | 2.34% | +65,487 | New |
| Skylands Capital, LLC | 65,425 | $2.88M | 0.40% | −11,100−14.5% | Reduced |
| Union Bancaire Privee, UBP SA | 66,334 | $2.87M | 0.05% | +66,334 | New |
| MainStreet Investment Advisors LLC | 65,149 | $2.86M | 0.40% | −1,928−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 65,143 | $2.86M | 0.21% | +2,465+3.9% | Added |
| Proequities, Inc. | 62,376 | $2.86M | 0.16% | +8,738+16.3% | Added |
| Stock Yards Bank & Trust Co | 64,315 | $2.83M | 0.10% | −4,064−5.9% | Reduced |
| Cornerstone Select Advisors, LLC | 64,159 | $2.82M | 2.72% | +64,159 | New |
| one8zero8, LLC | 63,940 | $2.81M | 0.61% | +63,940 | New |
| Affinity Investment Advisors, LLC | 63,919 | $2.81M | 2.34% | −18,176−22.1% | Reduced |
| IMC-Chicago, LLC | 63,849 | $2.81M | 0.08% | +29,414+85.4% | Added |
| Matrix Asset Advisors Inc | 63,801 | $2.80M | 0.31% | +57,500+912.6% | Added |
| Choate Investment Advisors | 63,756 | $2.80M | 0.07% | +7,779+13.9% | Added |
| Clarius Group, LLC | 63,578 | $2.79M | 0.19% | +1,662+2.7% | Added |
| Thomasville National Bank | 63,563 | $2.79M | 0.20% | +4,489+7.6% | Added |
| Cullinan Associates Inc | 63,425 | $2.79M | 0.18% | −3,900−5.8% | Reduced |
| Cornerstone Wealth Management, LLC | 62,921 | $2.77M | 0.19% | +365+0.6% | Added |
| Birmingham Capital Management Co Inc | 62,850 | $2.76M | 1.03% | −20,850−24.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 62,403 | $2.74M | 0.71% | −2,063−3.2% | Reduced |
| Modern Wealth Management, LLC | 62,342 | $2.74M | 0.10% | +24,269+63.7% | Added |
| Morningstar Investment Services LLC | 62,305 | $2.74M | 0.25% | −552,295−89.9% | Reduced |
| Family Legacy, Inc. | 59,238 | $2.74M | 0.93% | +401+0.7% | Added |
| Jump Financial, LLC | 61,788 | $2.72M | 0.06% | −576,012−90.3% | Reduced |
| Wealthcare Advisory Partners LLC | 61,532 | $2.70M | 0.08% | −327−0.5% | Reduced |
| Transcend Wealth Collective, LLC | 61,440 | $2.70M | 0.19% | −6,968−10.2% | Reduced |
| Ronald Blue Trust, Inc. | 61,326 | $2.70M | 0.03% | −70,443−53.5% | Reduced |
| Lake Street Advisors Group, LLC | 61,324 | $2.70M | 0.12% | +1,657+2.8% | Added |
| First City Capital Management, Inc. | 61,193 | $2.69M | 1.43% | −389−0.6% | Reduced |
| Baker Avenue Asset Management, LP | 61,102 | $2.69M | 0.08% | +100+0.2% | Added |
| First Business Financial Services, Inc. | 60,947 | $2.68M | 0.26% | +1,715+2.9% | Added |
| Aull & Monroe Investment Management Corp | 60,915 | $2.68M | 1.36% | −3,805−5.9% | Reduced |
| G&S Capital LLC | 60,581 | $2.66M | 1.10% | +25,020+70.4% | Added |
| Carson Advisory Inc. | 60,538 | $2.66M | 1.85% | −1,235−2.0% | Reduced |
| Schechter Investment Advisors, LLC | 59,940 | $2.63M | 0.20% | −1,402−2.3% | Reduced |
| Latash Investments, LLC | 59,894 | $2.63M | 2.05% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 59,872 | $2.63M | 1.75% | +18,034+43.1% | Added |
| Koshinski Asset Management, Inc. | 59,754 | $2.63M | 0.22% | −1,291−2.1% | Reduced |
| Syon Capital LLC | 59,682 | $2.62M | 0.24% | +441+0.7% | Added |
| American State Bank (Iowa) | 59,604 | $2.62M | 1.58% | −276−0.5% | Reduced |
| Focus Financial Network, Inc. | 59,448 | $2.61M | 0.10% | +2,464+4.3% | Added |
| Granite Harbor Advisors, Inc. | 59,341 | $2.61M | 1.44% | −1,181−2.0% | Reduced |
| Watts Gwilliam & Co., LLC | 56,518 | $2.60M | 0.55% | −6,098−9.7% | Reduced |
| Neville Rodie & Shaw Inc | 59,233 | $2.60M | 0.19% | +6,831+13.0% | Added |
| Horizon Investment Services, LLC | 59,165 | $2.60M | 1.11% | +3,481+6.3% | Added |
| World Equity Group, Inc. | 59,151 | $2.60M | 0.56% | +240+0.4% | Added |
| Daymark Wealth Partners, LLC | 59,024 | $2.59M | 0.11% | +3,496+6.3% | Added |
| Catalyst Funds Management Pty Ltd | 59,000 | $2.59M | 0.64% | +59,000 | New |
| Lindbrook Capital, LLC | 58,835 | $2.59M | 0.23% | +1,167+2.0% | Added |
| Stratos Wealth Advisors, LLC | 58,559 | $2.57M | 0.12% | −7,067−10.8% | Reduced |
| WSFS Capital Management, LLC | 58,439 | $2.57M | 0.14% | +1,220+2.1% | Added |
| Empire Financial Management Company, LLC | 58,416 | $2.57M | 0.80% | −1,532−2.6% | Reduced |
| Quantessence Capital LLC | 58,408 | $2.57M | 1.05% | +58,408 | New |
| Wolverine Asset Management LLC | 58,390 | $2.57M | 0.05% | +58,390 | New |
| Studio Investment Management LLC | 58,252 | $2.56M | 0.54% | −1,548−2.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 58,042 | $2.55M | 0.16% | −39,582−40.5% | Reduced |
| River & Mercantile Asset Management LLP | 57,831 | $2.54M | 0.49% | −52,005−47.3% | Reduced |
| Alaska Permanent Fund Corp | 57,832 | $2.54M | 0.04% | 00.0% | Unchanged |
| Financial Counselors Inc | 57,681 | $2.54M | 0.04% | −26,332−31.3% | Reduced |
| Hexagon Capital Partners LLC | 57,523 | $2.53M | 0.46% | −1,533−2.6% | Reduced |
| Legacy Advisors, LLC | 57,424 | $2.52M | 0.24% | +4,271+8.0% | Added |
| Poehling Capital Management, LLC | 57,255 | $2.52M | 0.62% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 56,854 | $2.50M | 0.21% | −261−0.5% | Reduced |
| Cumberland Partners Ltd | 56,485 | $2.48M | 0.17% | +1,500+2.7% | Added |
| Viawealth, LLC | 56,320 | $2.48M | 1.49% | −1,260−2.2% | Reduced |
| Berkeley Capital Partners, LLC | 56,252 | $2.47M | 0.69% | −2,928−4.9% | Reduced |
| Parkside Financial Bank & Trust | 56,248 | $2.47M | 0.33% | +13,927+32.9% | Added |
| Mayflower Financial Advisors, LLC | 56,219 | $2.47M | 0.37% | +206+0.4% | Added |
| Steel Peak Wealth Management LLC | 56,190 | $2.47M | 0.10% | −5,621−9.1% | Reduced |
| Centaurus Financial, Inc. | 56,076 | $2.46M | 0.15% | −6,289−10.1% | Reduced |
| Smith Shellnut Wilson LLC | 56,066 | $2.46M | 1.09% | −54−0.1% | Reduced |
| Fiduciary Alliance LLC | 56,014 | $2.46M | 0.25% | +31,356+127.2% | Added |
| CMT Capital Markets Trading GmbH | 55,851 | $2.46M | 1.46% | −31,549−36.1% | Reduced |
| Vision Capital Management, Inc. | 55,817 | $2.45M | 0.36% | −3,090−5.2% | Reduced |