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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 55,802 | $2.45M | 0.33% | +819+1.5% | Added |
| Quadcap Wealth Management, LLC | 55,722 | $2.45M | 0.36% | −2,231−3.8% | Reduced |
| Piscataqua Savings Bank | 55,354 | $2.43M | 2.09% | −1,151−2.0% | Reduced |
| Tyler-Stone Wealth Management | 55,343 | $2.43M | 0.43% | −1,236−2.2% | Reduced |
| Aspen Grove Capital, LLC | 55,271 | $2.43M | 0.52% | −87−0.2% | Reduced |
| Lafayette Investments, Inc. | 55,256 | $2.43M | 0.52% | −798−1.4% | Reduced |
| Torno Capital, LLC | 55,000 | $2.42M | 0.48% | +55,000 | New |
| Washington Trust Bank | 54,857 | $2.41M | 0.23% | +677+1.2% | Added |
| Clarkston Capital Partners, LLC | 54,700 | $2.40M | 0.05% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 60,541 | $2.40M | 0.77% | −11,921−16.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 54,327 | $2.39M | 0.61% | −1,020−1.8% | Reduced |
| Wrapmanager Inc | 54,235 | $2.38M | 0.61% | −2,711−4.8% | Reduced |
| Financial Advisory Service, Inc. | 54,165 | $2.38M | 0.20% | −17,483−24.4% | Reduced |
| AlTi Global, Inc. | 51,454 | $2.38M | 0.06% | +3,705+7.8% | Added |
| Formidable Asset Management, LLC | 53,959 | $2.37M | 0.39% | −6,554−10.8% | Reduced |
| Exchange Capital Management, Inc. | 53,925 | $2.37M | 0.38% | −1,296−2.3% | Reduced |
| Kennedy Investment Group | 53,905 | $2.37M | 1.07% | −1,059−1.9% | Reduced |
| Hixon Zuercher, LLC | 53,716 | $2.36M | 0.91% | +3,346+6.6% | Added |
| Wittenberg Investment Management, Inc. | 53,664 | $2.36M | 0.93% | −20,000−27.2% | Reduced |
| Jeppson Wealth Management, LLC | 53,626 | $2.36M | 0.85% | −281−0.5% | Reduced |
| Larson Financial Group LLC | 53,424 | $2.35M | 0.12% | +43,042+414.6% | Added |
| Dohj, LLC | 53,316 | $2.34M | 0.54% | +1,345+2.6% | Added |
| Beacon Financial Group | 53,286 | $2.34M | 0.25% | −966−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 53,281 | $2.34M | 0.28% | −325−0.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 53,175 | $2.34M | 0.49% | −1,512−2.8% | Reduced |
| HCR Wealth Advisors | 53,002 | $2.33M | 0.29% | −3,183−5.7% | Reduced |
| Gries Financial LLC | 52,964 | $2.33M | 0.41% | +711+1.4% | Added |
| EagleClaw Capital Managment, LLC | 52,802 | $2.32M | 0.37% | +700+1.3% | Added |
| LJI Wealth Management, LLC | 52,800 | $2.32M | 0.46% | −2,435−4.4% | Reduced |
| Carnegie Lake Advisors LLC | 52,782 | $2.32M | 0.94% | −500−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 52,770 | $2.32M | 0.13% | −8,818−14.3% | Reduced |
| TKG Advisors, LLC | 49,709 | $2.31M | 1.07% | +21,085+73.7% | Added |
| NTV Asset Management LLC | 52,605 | $2.31M | 0.30% | −516−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 52,589 | $2.31M | 0.03% | −9,235−14.9% | Reduced |
| Abacus Planning Group, Inc. | 52,570 | $2.31M | 0.41% | −1,088−2.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,435 | $2.30M | 0.01% | +4,266+9.9% | Added |
| Ameritas Advisory Services, LLC | 52,204 | $2.29M | 0.08% | −1,802−3.3% | Reduced |
| West Branch Capital LLC | 52,185 | $2.29M | 0.73% | +7,822+17.6% | Added |
| Ullmann Financial Group, Inc. | 52,143 | $2.29M | 0.30% | 00.0% | Unchanged |
| LM Advisors LLC | 51,922 | $2.28M | 0.41% | +1,981+4.0% | Added |
| Hilltop Holdings Inc. | 51,855 | $2.28M | 0.14% | +2,042+4.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 51,743 | $2.27M | 0.57% | −750−1.4% | Reduced |
| MTM Investment Management, LLC | 51,476 | $2.26M | 0.87% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 51,279 | $2.25M | 1.31% | −500−1.0% | Reduced |
| Cumberland Advisors Inc | 51,200 | $2.25M | 0.90% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 51,027 | $2.24M | 0.50% | −374−0.7% | Reduced |
| Alpha DNA Investment Management LLC | 50,999 | $2.24M | 1.22% | −63,364−55.4% | Reduced |
| Segall Bryant & Hamill, LLC | 50,985 | $2.24M | 0.03% | −250.0% | Reduced |
| Shufro Rose & Co LLC | 50,904 | $2.24M | 0.17% | −945−1.8% | Reduced |
| Aire Advisors, LLC | 50,825 | $2.23M | 0.46% | +6,425+14.5% | Added |
| Hudson Canyon Capital Management | 50,735 | $2.23M | 1.45% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 50,703 | $2.23M | 0.04% | +1,599+3.3% | Added |
| Ransom Advisory, Ltd | 50,649 | $2.23M | 1.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50,627 | $2.23M | 0.14% | +35,186+227.9% | Added |
| Ocean Capital Management, LLC | 50,584 | $2.22M | 0.48% | −556−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 50,538 | $2.22M | 0.12% | +247+0.5% | Added |
| SeaBridge Investment Advisors LLC | 50,466 | $2.22M | 0.46% | +1,385+2.8% | Added |
| One Charles Private Wealth Services, LLC | 50,442 | $2.22M | 0.75% | +210+0.4% | Added |
| Maven Securities LTD | 50,220 | $2.21M | 0.36% | +50,220 | New |
| First Horizon Advisors, Inc. | 50,219 | $2.21M | 0.06% | −225−0.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 50,184 | $2.21M | 0.23% | +15,623+45.2% | Added |
| CMG Global Holdings, LLC | 48,116 | $2.20M | 1.22% | −945−1.9% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.20M | 1.51% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $2.20M | 0.28% | 00.0% | Unchanged |
| Savoie Capital LLC | 50,000 | $2.20M | 0.26% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 49,939 | $2.19M | 0.08% | −1,132−2.2% | Reduced |
| Cornerstone Planning, LLC | 49,810 | $2.19M | 0.84% | +49,810 | New |
| RDA Financial Network | 49,706 | $2.18M | 0.64% | +5,191+11.7% | Added |
| McDonald Partners LLC | 49,701 | $2.18M | 0.56% | −2,142−4.1% | Reduced |
| First Dallas Securities Inc. | 49,694 | $2.18M | 0.89% | −385−0.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 49,225 | $2.16M | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 48,905 | $2.15M | 0.80% | −316−0.6% | Reduced |
| Altman Advisors, Inc. | 48,890 | $2.15M | 0.92% | +72+0.1% | Added |
| Norris Financial Group, LLC | 48,821 | $2.15M | 1.01% | −424−0.9% | Reduced |
| Portside Wealth Group, LLC | 48,399 | $2.13M | 0.35% | +2,566+5.6% | Added |
| NVWM, LLC | 48,248 | $2.12M | 0.53% | −1,363−2.7% | Reduced |
| Hartford Financial Management Inc. | 47,991 | $2.11M | 0.43% | −2,802−5.5% | Reduced |
| AdvisorNet Financial, Inc | 47,816 | $2.10M | 0.18% | −8,996−15.8% | Reduced |
| Buckley Wealth Management, LLC | 47,716 | $2.10M | 0.64% | +200.0% | Added |
| Probity Advisors, Inc. | 47,687 | $2.10M | 0.40% | +201+0.4% | Added |
| Wulff, Hansen & Co. | 47,598 | $2.09M | 1.98% | −800−1.7% | Reduced |
| Claro Advisors LLC | 47,590 | $2.09M | 0.28% | −12,722−21.1% | Reduced |
| Marietta Investment Partners LLC | 47,574 | $2.09M | 0.46% | +8,307+21.2% | Added |
| Ellsworth Advisors, LLC | 47,546 | $2.09M | 0.55% | +3,745+8.6% | Added |
| Prestige Wealth Management Group LLC | 47,530 | $2.09M | 0.43% | +521+1.1% | Added |
| Excalibur Management Corp | 47,527 | $2.09M | 0.83% | −1,031−2.1% | Reduced |
| Bragg Financial Advisors, Inc | 47,488 | $2.09M | 0.08% | +2,609+5.8% | Added |
| Chicago Partners Investment Group LLC | 45,160 | $2.09M | 0.07% | +5,903+15.0% | Added |
| Alpha Cubed Investments, LLC | 47,419 | $2.08M | 0.10% | −3,094−6.1% | Reduced |
| Financial Partners Group, LLC | 47,393 | $2.08M | 0.87% | −2,306−4.6% | Reduced |
| Coppell Advisory Solutions LLC | 47,402 | $2.08M | 0.30% | −810−1.7% | Reduced |
| Aaron Wealth Advisors | 47,156 | $2.07M | 0.24% | +2,769+6.2% | Added |
| Adell Harriman & Carpenter Inc | 47,131 | $2.07M | 0.14% | +2,176+4.8% | Added |
| Howard Capital Management Inc. | 47,054 | $2.07M | 0.03% | +2,406+5.4% | Added |
| Meiji Yasuda Life Insurance Co | 46,987 | $2.07M | 0.04% | −5,769−10.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 46,895 | $2.06M | 1.33% | −250−0.5% | Reduced |
| Cito Capital Group, LLC | 46,870 | $2.06M | 0.76% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 46,856 | $2.06M | 0.67% | −8,365−15.1% | Reduced |
| Register Financial Advisors LLC | 46,853 | $2.06M | 1.03% | −833−1.7% | Reduced |
| Hourglass Capital, LLC | 46,827 | $2.06M | 0.57% | +230+0.5% | Added |