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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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 |
|---|---|---|---|---|---|
| Caldwell Investment Management Ltd. | 350,000 | $15.3M | 10.35% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 349,243 | $15.3M | 0.60% | +53,033+17.9% | Added |
| KLCM Advisors, Inc. | 345,219 | $15.2M | 1.76% | −27,107−7.3% | Reduced |
| Griffin Asset Management, Inc. | 343,197 | $15.1M | 1.77% | +17,579+5.4% | Added |
| Connors Investor Services Inc | 341,895 | $15.0M | 1.41% | +1,059+0.3% | Added |
| M&G Plc | 341,331 | $15.0M | 0.09% | −245,448−41.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 341,805 | $15.0M | 1.06% | −4,995−1.4% | Reduced |
| Metis Global Partners, LLC | 340,740 | $15.0M | 0.45% | +3,222+1.0% | Added |
| Huber Capital Management LLC | 333,459 | $14.7M | 2.92% | +20,000+6.4% | Added |
| Auxier Asset Management | 328,819 | $14.5M | 2.24% | −5,139−1.5% | Reduced |
| Evergreen Capital Management LLC | 325,927 | $14.3M | 0.47% | +9,453+3.0% | Added |
| Allianz SE | 325,244 | $14.3M | 0.37% | +2,900+0.9% | Added |
| Atria Wealth Solutions, Inc. | 321,859 | $14.1M | 0.16% | −2,884−0.9% | Reduced |
| New Mexico Educational Retirement Board | 321,854 | $14.1M | 0.48% | −10,800−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 318,900 | $14.0M | 0.33% | +32,300+11.3% | Added |
| BDF-Gestion | 317,798 | $14.0M | 1.44% | −41,267−11.5% | Reduced |
| Fogel Capital Management, Inc. | 317,703 | $14.0M | 7.02% | +4,393+1.4% | Added |
| Madison Asset Management, LLC | 317,607 | $14.0M | 0.16% | −15,943−4.8% | Reduced |
| Madison Investment Advisors, LLC | 317,607 | $14.0M | 0.16% | +317,607 | New |
| Texas Yale Capital Corp. | 317,581 | $14.0M | 0.56% | +298,541+1,568.0% | Added |
| Azora Capital LP | 315,833 | $13.9M | 0.62% | +315,833 | New |
| Dana Investment Advisors, Inc. | 312,999 | $13.8M | 0.45% | −6,243−2.0% | Reduced |
| Estabrook Capital Management | 310,554 | $13.6M | 2.10% | −1,467−0.5% | Reduced |
| Bokf, NA | 299,344 | $13.5M | 0.23% | −1,294−0.4% | Reduced |
| Adams Asset Advisors, LLC | 307,060 | $13.5M | 1.73% | −30,670−9.1% | Reduced |
| Linscomb & Williams, Inc. | 302,194 | $13.3M | 0.66% | −728−0.2% | Reduced |
| Nixon Peabody Trust Co | 301,391 | $13.2M | 1.09% | +894+0.3% | Added |
| Atlantic Union Bankshares Corp | 300,777 | $13.2M | 0.77% | +6,131+2.1% | Added |
| Norinchukin Bank, The | 300,762 | $13.2M | 0.28% | +22,773+8.2% | Added |
| Allen Holding Inc | 300,000 | $13.2M | 1.45% | −750,000−71.4% | Reduced |
| Washington Trust Co | 299,075 | $13.1M | 0.47% | −4,489−1.5% | Reduced |
| Chilton Capital Management LLC | 298,126 | $13.1M | 0.55% | −4,577−1.5% | Reduced |
| Hoertkorn Richard Charles | 297,143 | $13.1M | 5.37% | −6,200−2.0% | Reduced |
| Yarbrough Capital, LLC | 295,081 | $13.0M | 0.50% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 294,442 | $12.9M | 2.61% | −1,213−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 292,646 | $12.9M | 0.85% | +4,756+1.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 292,364 | $12.8M | 2.12% | −1,320−0.4% | Reduced |
| NWF Advisory Services Inc. | 291,568 | $12.8M | 1.88% | +15,260+5.5% | Added |
| HB Wealth Management, LLC | 290,470 | $12.8M | 0.13% | +10,479+3.7% | Added |
| Maltese Capital Management LLC | 290,000 | $12.7M | 1.95% | +75,400+35.1% | Added |
| Novare Capital Management LLC | 289,633 | $12.7M | 1.07% | −2,632−0.9% | Reduced |
| Stratos Wealth Partners, LTD. | 289,024 | $12.7M | 0.18% | −17,168−5.6% | Reduced |
| AIA Group Ltd | 288,968 | $12.7M | 0.31% | +80,724+38.8% | Added |
| Highland Capital Management, LLC | 287,465 | $12.6M | 0.72% | −7,046−2.4% | Reduced |
| Equitable Trust Co | 286,609 | $12.6M | 0.70% | −3,193−1.1% | Reduced |
| Allworth Financial LP | 275,074 | $12.6M | 0.07% | +9,535+3.6% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 284,567 | $12.5M | 0.20% | +284,567 | New |
| iA Global Asset Management Inc. | 283,840 | $12.5M | 0.22% | +14,690+5.5% | Added |
| Westpac Banking Corp | 283,289 | $12.5M | 0.83% | +34,826+14.0% | Added |
| LS Investment Advisors, LLC | 282,824 | $12.4M | 1.82% | −957−0.3% | Reduced |
| Vestcor Inc | 281,131 | $12.4M | 0.41% | +104,122+58.8% | Added |
| Prospect Hill Management, LLC | 280,000 | $12.3M | 5.41% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 279,332 | $12.3M | 0.52% | −2,205−0.8% | Reduced |
| Bourgeon Capital Management LLC | 279,276 | $12.3M | 2.29% | −5,503−1.9% | Reduced |
| Grimes & Company, Inc. | 278,905 | $12.3M | 0.35% | +452+0.2% | Added |
| Appleton Partners Inc | 278,744 | $12.3M | 0.91% | −16,432−5.6% | Reduced |
| Warren Averett Asset Management, LLC | 278,666 | $12.2M | 0.19% | +61,347+28.2% | Added |
| Cohen Klingenstein LLC | 277,806 | $12.2M | 0.42% | −10,749−3.7% | Reduced |
| MMBG Investment Advisors Co. | 275,613 | $12.1M | 1.29% | −81,125−22.7% | Reduced |
| CCM Investment Advisers LLC | 275,321 | $12.1M | 1.34% | −4,212−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 275,108 | $12.1M | 0.42% | −5,876−2.1% | Reduced |
| Perigon Wealth Management, LLC | 258,918 | $12.1M | 0.30% | +66,466+34.5% | Added |
| Shorepath Capital Management LLC | 272,839 | $12.0M | 8.57% | −10,480−3.7% | Reduced |
| Birch Hill Investment Advisors LLC | 272,718 | $12.0M | 0.56% | −78,921−22.4% | Reduced |
| Fidelis Capital Partners, LLC | 258,157 | $11.9M | 1.19% | +223,779+650.9% | Added |
| HM Payson & Co | 271,373 | $11.9M | 0.20% | +17,478+6.9% | Added |
| Bailard, Inc. | 270,703 | $11.9M | 0.30% | +3,034+1.1% | Added |
| Toroso Investments, LLC | 270,427 | $11.9M | 0.10% | −24,469−8.3% | Reduced |
| Arnhold LLC | 268,942 | $11.8M | 1.17% | −25,725−8.7% | Reduced |
| Bradley Foster & Sargent Inc | 268,650 | $11.8M | 0.20% | −1,435−0.5% | Reduced |
| Brinker Capital Investments, LLC | 268,328 | $11.8M | 0.12% | +52,083+24.1% | Added |
| Orion Portfolio Solutions, LLC | 268,328 | $11.8M | 0.12% | +52,083+24.1% | Added |
| Wallington Asset Management, LLC | 268,208 | $11.8M | 1.70% | +4,800+1.8% | Added |
| Concurrent Investment Advisors, LLC | 265,343 | $11.7M | 0.32% | −453−0.2% | Reduced |
| Assenagon Asset Management S.A. | 264,987 | $11.6M | 0.02% | −8,668−3.2% | Reduced |
| Anderson Hoagland & Co | 249,974 | $11.6M | 1.20% | −5,363−2.1% | Reduced |
| Hantz Financial Services, Inc. | 264,573 | $11.6M | 0.20% | −9,114−3.3% | Reduced |
| Empowered Funds, LLC | 262,694 | $11.5M | 0.17% | +12,961+5.2% | Added |
| Entropy Technologies, LP | 261,831 | $11.5M | 1.19% | +91,549+53.8% | Added |
| Jamison Private Wealth Management, Inc. | 261,167 | $11.5M | 1.69% | +588+0.2% | Added |
| Argent Trust Co | 260,946 | $11.5M | 0.47% | +880+0.3% | Added |
| Westbourne Investment Advisors, Inc. | 256,733 | $11.3M | 3.86% | +187+0.1% | Added |
| Thompson Investment Management, Inc. | 256,665 | $11.3M | 1.62% | −7,033−2.7% | Reduced |
| Providence Capital Advisors, LLC | 254,642 | $11.2M | 2.27% | −950.0% | Reduced |
| Cornerstone Wealth Group, LLC | 253,725 | $11.2M | 0.91% | −92,909−26.8% | Reduced |
| Caisse des Depots Et Consignations | 253,621 | $11.1M | 0.55% | +253,621 | New |
| Dakota Wealth Management | 252,901 | $11.1M | 0.26% | −278,429−52.4% | Reduced |
| Janney Capital Management LLC | 252,063 | $11.1M | 0.73% | −26,809−9.6% | Reduced |
| Rheos Capital Works Inc. | 250,000 | $11.0M | 0.61% | +250,000 | New |
| RedJay Asset Management Inc. | 250,000 | $11.0M | 7.27% | −25,000−9.1% | Reduced |
| XML Financial, LLC | 248,316 | $10.9M | 1.00% | −4,140−1.6% | Reduced |
| Sowell Financial Services LLC | 247,009 | $10.9M | 0.57% | −3,922−1.6% | Reduced |
| Independent Advisor Alliance | 246,724 | $10.8M | 0.14% | +25,666+11.6% | Added |
| Blume Capital Management, Inc. | 246,171 | $10.8M | 2.43% | −23,530−8.7% | Reduced |
| Tufton Capital Management | 244,970 | $10.8M | 2.04% | −1,263−0.5% | Reduced |
| Boston Common Asset Management, LLC | 244,594 | $10.7M | 0.31% | +99,614+68.7% | Added |
| German American Bancorp, Inc. | 244,406 | $10.7M | 1.12% | +4,375+1.8% | Added |
| Exane Asset Management | 235,290 | $10.7M | 6.09% | −192,735−45.0% | Reduced |
| Stockman Wealth Management, Inc. | 243,427 | $10.7M | 1.68% | −792−0.3% | Reduced |
| Becker Capital Management Inc | 242,217 | $10.6M | 0.35% | −30,797−11.3% | Reduced |