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 |
|---|---|---|---|---|---|
| May Barnhard Investments LLC | 39,189 | $1.72M | 0.82% | +170.0% | Added |
| Shepherd Financial Partners LLC | 39,134 | $1.72M | 0.21% | +7,487+23.7% | Added |
| Andra AP-fonden | 39,000 | $1.71M | 0.03% | −4,500−10.3% | Reduced |
| Trust Point Inc. | 38,939 | $1.71M | 0.12% | +964+2.5% | Added |
| Kiley Juergens Wealth Management, LLC | 38,937 | $1.71M | 0.43% | −1,258−3.1% | Reduced |
| NBW Capital LLC | 38,917 | $1.71M | 0.32% | −810−2.0% | Reduced |
| Baxter Bros Inc | 38,777 | $1.70M | 0.22% | −5,783−13.0% | Reduced |
| Waterloo Capital, L.P. | 38,661 | $1.70M | 0.18% | +3,093+8.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 38,653 | $1.70M | 0.53% | −349−0.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 38,644 | $1.70M | 0.47% | −414−1.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 38,626 | $1.70M | 0.51% | +1,804+4.9% | Added |
| Atlas Brown,Inc. | 38,590 | $1.70M | 0.58% | +1,584+4.3% | Added |
| Biltmore Family Office, LLC | 38,581 | $1.70M | 0.28% | −242−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 38,571 | $1.70M | 0.06% | +1,538+4.2% | Added |
| Pinnacle Holdings, LLC | 38,471 | $1.69M | 0.64% | −222−0.6% | Reduced |
| Smithfield Trust Co | 38,392 | $1.69M | 0.08% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 38,410 | $1.69M | 0.20% | +10.0% | Added |
| Marcum Wealth, LLC | 38,279 | $1.68M | 0.15% | +1,333+3.6% | Added |
| VCI Wealth Management LLC | 38,019 | $1.67M | 0.71% | +6,918+22.2% | Added |
| Jmac Enterprises LLC | 37,951 | $1.67M | 0.26% | +1,273+3.5% | Added |
| Breakwater Capital Group | 37,907 | $1.67M | 0.33% | −442−1.2% | Reduced |
| Weaver Capital Management LLC | 37,900 | $1.67M | 0.47% | −2,035−5.1% | Reduced |
| Altshuler Shaham Ltd | 37,898 | $1.67M | 0.06% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 37,809 | $1.66M | 0.74% | −917−2.4% | Reduced |
| Sovereign Financial Group, Inc. | 37,691 | $1.66M | 0.38% | −969−2.5% | Reduced |
| Howland Capital Management LLC | 37,683 | $1.66M | 0.07% | +459+1.2% | Added |
| Boomfish Wealth Group, LLC | 37,514 | $1.65M | 1.00% | −454−1.2% | Reduced |
| MONECO Advisors, LLC | 37,476 | $1.65M | 0.17% | +15,443+70.1% | Added |
| CoreCap Advisors, LLC | 37,464 | $1.65M | 0.07% | −551−1.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 37,454 | $1.65M | 0.24% | +28+0.1% | Added |
| ISAM Funds (UK) Ltd | 37,415 | $1.64M | 1.22% | +37,415 | New |
| FLC Capital Advisors | 37,406 | $1.64M | 0.38% | −506−1.3% | Reduced |
| Paradigm Financial Partners, LLC | 37,321 | $1.64M | 0.21% | +7,436+24.9% | Added |
| Key Client Fiduciary Advisors, LLC | 37,252 | $1.64M | 0.73% | −794−2.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 37,215 | $1.64M | 0.53% | +72+0.2% | Added |
| TrinityPoint Wealth, LLC | 37,137 | $1.63M | 0.23% | +544+1.5% | Added |
| Princeton Capital Management LLC | 37,127 | $1.63M | 0.51% | +2,190+6.3% | Added |
| Advisory Research Inc | 37,043 | $1.63M | 0.27% | −3,683−9.0% | Reduced |
| Lake Street Financial LLC | 37,029 | $1.63M | 0.26% | −3,213−8.0% | Reduced |
| Everhart Financial Group, Inc. | 36,991 | $1.63M | 0.33% | +2,300+6.6% | Added |
| NCP Inc. | 36,926 | $1.62M | 0.83% | +1,009+2.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 36,912 | $1.62M | 0.45% | −2,535−6.4% | Reduced |
| Mathes Company, Inc. | 36,900 | $1.62M | 0.59% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 36,630 | $1.61M | 0.25% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 36,617 | $1.61M | 1.10% | −81−0.2% | Reduced |
| SkyOak Wealth, LLC | 36,610 | $1.61M | 0.34% | −3,525−8.8% | Reduced |
| United Capital Management of KS, Inc. | 36,426 | $1.60M | 0.29% | +36,426 | New |
| Infrastructure Capital Advisors, LLC | 36,404 | $1.60M | 0.21% | −12,358−25.3% | Reduced |
| Stonegate Investment Group, LLC | 36,296 | $1.60M | 0.04% | +2,549+7.6% | Added |
| Aviance Capital Partners, LLC | 36,282 | $1.59M | 0.22% | +1,006+2.9% | Added |
| Aspiriant, LLC | 36,278 | $1.59M | 0.06% | +1,588+4.6% | Added |
| Keel Point, LLC | 36,272 | $1.59M | 0.13% | +5,682+18.6% | Added |
| LRI Investments, LLC | 36,199 | $1.59M | 0.15% | −816−2.2% | Reduced |
| Chancellor Financial Group WB LP | 36,198 | $1.59M | 1.28% | +36,198 | New |
| TLWM | 36,078 | $1.59M | 0.31% | +1,315+3.8% | Added |
| Paradigm Capital Management, LLC | 36,007 | $1.58M | 1.48% | +49+0.1% | Added |
| Murphy Pohlad Asset Management LLC | 35,877 | $1.58M | 0.68% | −3,365−8.6% | Reduced |
| Wall Street Access Asset Management, LLC | 35,815 | $1.57M | 0.59% | +615+1.7% | Added |
| Coastal Bridge Advisors, LLC | 35,751 | $1.57M | 0.40% | +23+0.1% | Added |
| Catalytic Wealth RIA, LLC | 35,729 | $1.57M | 0.28% | −6,475−15.3% | Reduced |
| Mosaic Financial Group, LLC | 35,609 | $1.56M | 1.12% | −964−2.6% | Reduced |
| Corundum Group, Inc. | 35,595 | $1.56M | 0.58% | +11,390+47.1% | Added |
| GM Advisory Group, Inc. | 35,305 | $1.55M | 0.09% | −41−0.1% | Reduced |
| Agp Franklin, LLC | 35,294 | $1.55M | 0.94% | +35,294 | New |
| Wesbanco Bank Inc | 35,293 | $1.55M | 0.05% | −4,497−11.3% | Reduced |
| Earnest Partners LLC | 35,291 | $1.55M | 0.01% | −934−2.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 35,242 | $1.55M | 1.37% | −850−2.4% | Reduced |
| Cape Ann Savings Bank | 35,224 | $1.55M | 0.91% | −855−2.4% | Reduced |
| IFC Advisors LLC | 35,176 | $1.55M | 0.34% | +35,176 | New |
| Myriad Asset Management US LP | 35,139 | $1.54M | 1.04% | +35,139 | New |
| Longfellow Investment Management Co LLC | 35,136 | $1.54M | 0.40% | −2,257−6.0% | Reduced |
| Mather Group, LLC. | 35,135 | $1.54M | 0.02% | +395+1.1% | Added |
| ICONIQ Capital, LLC | 35,129 | $1.54M | 0.02% | +17,179+95.7% | Added |
| Oddo BHF Asset Management SAS | 35,000 | $1.54M | 0.08% | −7,087−16.8% | Reduced |
| Old Mission Investment Co LLC | 34,970 | $1.54M | 0.46% | +6,736+23.9% | Added |
| Orca Wealth Management, LLC | 34,963 | $1.54M | 1.38% | +34,963 | New |
| Johnson & White Wealth Management, LLC | 34,686 | $1.54M | 0.93% | −124−0.4% | Reduced |
| Fee-Only Financial Planning, L.C. | 34,917 | $1.53M | 0.99% | −200−0.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 34,774 | $1.53M | 0.16% | −3,325−8.7% | Reduced |
| Prairiewood Capital, LLC | 34,716 | $1.53M | 0.65% | −6,617−16.0% | Reduced |
| Wealth Management Associates, Inc. | 34,711 | $1.53M | 0.65% | −986−2.8% | Reduced |
| Souders Financial Advisors | 34,670 | $1.52M | 0.21% | −5,123−12.9% | Reduced |
| Welch Group, LLC | 34,700 | $1.52M | 0.07% | −7,781−18.3% | Reduced |
| Blueprint Investment Partners LLC | 34,611 | $1.52M | 0.24% | +9,835+39.7% | Added |
| China Universal Asset Management Co., Ltd. | 34,576 | $1.52M | 0.14% | +9,286+36.7% | Added |
| Connecticut Wealth Management, LLC | 34,531 | $1.52M | 0.07% | −3,189−8.5% | Reduced |
| Mill Capital Management, LLC | 34,455 | $1.51M | 0.12% | −724−2.1% | Reduced |
| Aspen Investment Management Inc | 34,350 | $1.51M | 0.70% | 00.0% | Unchanged |
| Campbell Newman Asset Management Inc | 34,350 | $1.51M | 0.12% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 34,264 | $1.51M | 0.49% | +400+1.2% | Added |
| SignalPoint Asset Management, LLC | 34,252 | $1.51M | 0.37% | −437−1.3% | Reduced |
| Haverford Trust Co | 34,193 | $1.50M | 0.01% | −219−0.6% | Reduced |
| Anb Bank | 34,162 | $1.50M | 0.66% | +34,162 | New |
| Raelipskie Partnership | 34,136 | $1.50M | 0.75% | +10.0% | Added |
| Personal Cfo Solutions, LLC | 34,059 | $1.50M | 0.29% | +1,275+3.9% | Added |
| Sirios Capital Management L P | 34,022 | $1.50M | 0.27% | −1,118−3.2% | Reduced |
| Signal Advisors Wealth, LLC | 33,908 | $1.49M | 0.17% | −274−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 33,886 | $1.49M | 0.08% | −3,610−9.6% | Reduced |
| Allen Capital Group, LLC | 33,856 | $1.49M | 0.18% | +1,715+5.3% | Added |
| Kathmere Capital Management, LLC | 33,815 | $1.49M | 0.13% | +2,978+9.7% | Added |