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 |
|---|---|---|---|---|---|
| Legato Capital Management LLC | 46,721 | $2.05M | 0.27% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 46,685 | $2.05M | 0.36% | +46,685 | New |
| Palogic Value Management, L.P. | 46,534 | $2.05M | 0.82% | −2,041−4.2% | Reduced |
| J. Safra Sarasin Holding AG | 46,480 | $2.04M | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 46,294 | $2.03M | 0.48% | −172−0.4% | Reduced |
| Jupiter Wealth Management LLC | 46,247 | $2.03M | 1.02% | +2,500+5.7% | Added |
| MCF Advisors LLC | 46,242 | $2.03M | 0.14% | −2,312−4.8% | Reduced |
| Ally Financial Inc. | 46,000 | $2.02M | 0.25% | +46,000 | New |
| Shell Asset Management Co | 45,975 | $2.02M | 0.09% | −3,929−7.9% | Reduced |
| American Capital Advisory, LLC | 45,699 | $2.01M | 1.11% | −720−1.6% | Reduced |
| Burney Co | 45,599 | $2.00M | 0.07% | −513−1.1% | Reduced |
| Avestar Capital, LLC | 45,550 | $2.00M | 0.18% | +3,528+8.4% | Added |
| Investors Asset Management of Georgia Inc | 45,364 | $1.99M | 0.97% | −1,546−3.3% | Reduced |
| Evoke Wealth, LLC | 45,360 | $1.99M | 0.06% | +10,711+30.9% | Added |
| 3Chopt Investment Partners, LLC | 45,354 | $1.99M | 0.68% | +4,977+12.3% | Added |
| Sunesis Advisors, LLC | 45,082 | $1.98M | 1.20% | +1,394+3.2% | Added |
| Herold Advisors, Inc. | 44,810 | $1.97M | 0.43% | +751+1.7% | Added |
| Oarsman Capital, Inc. | 44,781 | $1.97M | 0.34% | +367+0.8% | Added |
| Banque Transatlantique SA | 45,000 | $1.97M | 0.05% | +45,000 | New |
| Chapin Davis, Inc. | 49,534 | $1.97M | 0.64% | 00.0% | Unchanged |
| MWA Asset Management | 44,658 | $1.96M | 1.31% | +600+1.4% | Added |
| Premier Path Wealth Partners, LLC | 44,631 | $1.96M | 0.30% | +451+1.0% | Added |
| CenterBook Partners LP | 44,565 | $1.96M | 0.12% | −1,995−4.3% | Reduced |
| Csenge Advisory Group | 44,523 | $1.96M | 0.11% | −3,723−7.7% | Reduced |
| Cooper Financial Group | 44,441 | $1.95M | 0.24% | +5,388+13.8% | Added |
| Bridgewater Advisors Inc. | 42,580 | $1.95M | 0.20% | −160.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 44,343 | $1.95M | 0.95% | −634−1.4% | Reduced |
| Arvest Investments, Inc. | 44,333 | $1.95M | 0.31% | −3,260−6.8% | Reduced |
| Mendel Money Management | 44,332 | $1.95M | 0.87% | −1,930−4.2% | Reduced |
| Rehmann Capital Advisory Group | 44,135 | $1.94M | 0.12% | +2,799+6.8% | Added |
| Belpointe Asset Management LLC | 47,324 | $1.93M | 0.12% | +6,088+14.8% | Added |
| Brady Family Wealth, LLC | 43,857 | $1.93M | 0.59% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 43,815 | $1.93M | 0.36% | −1,616−3.6% | Reduced |
| Guardian Wealth Advisors, LLC | 43,809 | $1.93M | 0.15% | +1,396+3.3% | Added |
| IMS Capital Management | 43,665 | $1.92M | 0.89% | −623−1.4% | Reduced |
| Fort Sheridan Advisors LLC | 43,375 | $1.91M | 0.28% | +2,752+6.8% | Added |
| Optiver Holding B.V. | 43,321 | $1.90M | 0.06% | +21,324+96.9% | Added |
| CRA Financial Services, LLC | 43,319 | $1.90M | 0.33% | −237−0.5% | Reduced |
| Capital Advisors Inc | 43,226 | $1.90M | 0.04% | +393+0.9% | Added |
| Martin & Co Inc | 43,205 | $1.90M | 0.47% | −2,027−4.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 43,193 | $1.90M | 0.72% | −31,517−42.2% | Reduced |
| Wynn Capital, LLC | 43,183 | $1.90M | 1.20% | +98+0.2% | Added |
| AMG National Trust Bank | 43,152 | $1.90M | 0.05% | −1,763−3.9% | Reduced |
| Sandy Spring Bank | 43,109 | $1.89M | 0.08% | −4,706−9.8% | Reduced |
| Aviso Financial Inc. | 43,088 | $1.89M | 0.10% | −85−0.2% | Reduced |
| Duncker Streett & Co Inc | 42,980 | $1.89M | 0.35% | +10.0% | Added |
| Falcon Wealth Planning | 42,884 | $1.88M | 0.21% | −1,677−3.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 39,818 | $1.88M | 0.69% | −449−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 42,610 | $1.87M | 0.91% | +1,404+3.4% | Added |
| White Pine Capital LLC | 42,603 | $1.87M | 0.63% | +34+0.1% | Added |
| Gratus Wealth Advisors, LLC | 42,587 | $1.87M | 0.30% | −14,395−25.3% | Reduced |
| Sage Investment Counsel LLC | 42,505 | $1.87M | 2.43% | +42,505 | New |
| Etesian Wealth Advisors, Inc. | 42,485 | $1.87M | 0.83% | −836−1.9% | Reduced |
| Visionary Wealth Advisors | 42,255 | $1.86M | 0.11% | −2,349−5.3% | Reduced |
| Silver Oak Securities, Inc | 42,242 | $1.85M | 0.17% | +31,297+285.9% | Added |
| Investment Advisory Services Inc | 42,131 | $1.85M | 0.65% | −3,521−7.7% | Reduced |
| Exencial Wealth Advisors, LLC | 42,078 | $1.85M | 0.07% | −1,043−2.4% | Reduced |
| Westside Investment Management, Inc. | 42,042 | $1.85M | 0.39% | −500−1.2% | Reduced |
| Ramirez Asset Management, Inc. | 42,030 | $1.85M | 0.37% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 41,978 | $1.84M | 1.48% | +41,978 | New |
| Blue Fin Capital, Inc. | 41,878 | $1.84M | 0.34% | −226−0.5% | Reduced |
| Sterling Capital Management LLC | 41,777 | $1.84M | 0.03% | −47,644−53.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 41,667 | $1.83M | 0.35% | −267−0.6% | Reduced |
| RB Capital Management, LLC | 41,662 | $1.83M | 0.43% | −899−2.1% | Reduced |
| Coastline Trust Co | 41,604 | $1.83M | 0.21% | −120−0.3% | Reduced |
| Conning Inc. | 41,470 | $1.82M | 0.06% | −8,873−17.6% | Reduced |
| Geneos Wealth Management Inc. | 41,333 | $1.82M | 0.06% | −60−0.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 41,214 | $1.81M | 0.66% | +41,214 | New |
| Aventura Private Wealth, LLC | 41,172 | $1.81M | 0.97% | +41,172 | New |
| Meadow Creek Wealth Advisors LLC | 41,140 | $1.81M | 1.30% | −11,149−21.3% | Reduced |
| Bridges Investment Management Inc | 40,869 | $1.80M | 0.03% | +256+0.6% | Added |
| Coastwise Capital Group, LLC | 40,854 | $1.80M | 1.43% | −192−0.5% | Reduced |
| BigSur Wealth Management LLC | 40,850 | $1.80M | 0.51% | 00.0% | Unchanged |
| Ballast, Inc. | 40,755 | $1.79M | 0.51% | −3,314−7.5% | Reduced |
| Asset Dedication, LLC | 40,733 | $1.79M | 0.14% | −28,293−41.0% | Reduced |
| Busey Wealth Management | 40,692 | $1.79M | 0.06% | −3,106−7.1% | Reduced |
| Carolinas Wealth Consulting LLC | 40,688 | $1.79M | 0.35% | −33,064−44.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 40,622 | $1.79M | 1.06% | +500+1.2% | Added |
| Global Financial Private Client, LLC | 40,614 | $1.78M | 0.67% | −400−1.0% | Reduced |
| E&G Advisors, LP | 40,564 | $1.78M | 0.48% | −500−1.2% | Reduced |
| Banco BTG Pactual S.A. | 40,073 | $1.77M | 0.42% | +40,073 | New |
| Generation Capital Management LLC | 40,383 | $1.77M | 1.52% | +40,383 | New |
| Hikari Power Ltd | 40,240 | $1.77M | 0.15% | 00.0% | Unchanged |
| Advisor OS, LLC | 40,222 | $1.77M | 0.20% | −10,391−20.5% | Reduced |
| Mitchell Sinkler & Starr | 40,198 | $1.77M | 0.47% | −375−0.9% | Reduced |
| Grand Jean Capital Management Inc | 40,000 | $1.76M | 0.41% | 00.0% | Unchanged |
| Barbara Oil Co. | 40,000 | $1.76M | 0.73% | 00.0% | Unchanged |
| Greenfield Savings Bank | 39,947 | $1.76M | 0.84% | +313+0.8% | Added |
| Bridgewealth Advisory Group, LLC | 37,814 | $1.75M | 0.50% | +17,055+82.2% | Added |
| Kerrisdale Advisers, LLC | 39,759 | $1.75M | 0.59% | −45,370−53.3% | Reduced |
| Independence Bank of Kentucky | 39,729 | $1.75M | 0.27% | +4,635+13.2% | Added |
| Mfg Wealth Management, Inc. | 39,609 | $1.74M | 1.59% | +39,609 | New |
| Essential Planning, LLC. | 39,585 | $1.74M | 0.01% | +39,585 | New |
| Palumbo Wealth Management LLC | 39,533 | $1.74M | 0.65% | −1,377−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 39,494 | $1.74M | 0.18% | −16,831−29.9% | Reduced |
| Angeles Wealth Management, LLC | 39,350 | $1.73M | 0.14% | +13,861+54.4% | Added |
| Legacy Financial Advisors, Inc. | 39,285 | $1.73M | 0.29% | +1,765+4.7% | Added |
| Cullen Investment Group, Ltd. | 39,243 | $1.72M | 0.25% | +280+0.7% | Added |
| Gateway Wealth Partners, LLC | 39,221 | $1.72M | 0.45% | +22,420+133.4% | Added |
| Boston Trust Walden Corp | 39,208 | $1.72M | 0.01% | −760−1.9% | Reduced |