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 |
|---|---|---|---|---|---|
| Harvest Portfolios Group Inc. | 139,336 | $6.12M | 0.20% | −10,534−7.0% | Reduced |
| Richard Bernstein Advisors LLC | 139,261 | $6.12M | 0.14% | −30,118−17.8% | Reduced |
| Adviser Investments LLC | 139,011 | $6.11M | 0.08% | +13,214+10.5% | Added |
| Courier Capital LLC | 138,362 | $6.08M | 0.42% | −100.0% | Reduced |
| TD Private Client Wealth LLC | 138,143 | $6.07M | 0.17% | −4,397−3.1% | Reduced |
| Focused Wealth Management, Inc | 137,948 | $6.06M | 0.82% | +383+0.3% | Added |
| Graham Capital Management, L.P. | 137,585 | $6.05M | 0.19% | −303,830−68.8% | Reduced |
| Pensionmark Financial Group, LLC | 137,308 | $6.03M | 0.17% | +20,357+17.4% | Added |
| Itau Unibanco Holding S.A. | 137,197 | $6.03M | 0.19% | +137,197 | New |
| McGinn Investment Management, Inc. | 137,065 | $6.02M | 4.02% | −884−0.6% | Reduced |
| Whalerock Point Partners, LLC | 136,713 | $6.01M | 1.40% | −2,492−1.8% | Reduced |
| Community Bank of Raymore | 136,160 | $5.98M | 4.70% | +5,967+4.6% | Added |
| Merit Financial Group, LLC | 135,385 | $5.95M | 0.11% | +34,881+34.7% | Added |
| Raiffeisen Bank International AG | 135,032 | $5.93M | 0.09% | +135,032 | New |
| Kempner Capital Management Inc. | 134,331 | $5.90M | 3.24% | −23,757−15.0% | Reduced |
| Inlet Private Wealth, LLC | 134,113 | $5.89M | 1.56% | −10,000−6.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 377,719 | $5.88M | 1.02% | +177,844+89.0% | Added |
| Bryn Mawr Trust Co | 132,563 | $5.83M | 0.10% | +572+0.4% | Added |
| Wealthspire Advisors, LLC | 132,249 | $5.81M | 0.06% | −34,381−20.6% | Reduced |
| Montgomery Investment Management Inc | 131,716 | $5.79M | 2.28% | −616−0.5% | Reduced |
| L2 Asset Management, LLC | 131,606 | $5.78M | 1.26% | −1,557−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 131,299 | $5.77M | 0.27% | +950+0.7% | Added |
| Bleakley Financial Group, LLC | 131,145 | $5.76M | 0.17% | −8,583−6.1% | Reduced |
| Essex Financial Services, Inc. | 131,093 | $5.76M | 0.41% | +8,739+7.1% | Added |
| Ameritas Investment Partners, Inc. | 130,746 | $5.75M | 0.19% | −3,925−2.9% | Reduced |
| Rothschild Investment LLC | 130,738 | $5.75M | 0.38% | +249+0.2% | Added |
| Asset Planning Services Inc | 129,325 | $5.68M | 2.77% | −135−0.1% | Reduced |
| Mandatum Life Insurance Co Ltd | 128,910 | $5.67M | 1.68% | +800+0.6% | Added |
| Clearstead Advisors, LLC | 128,113 | $5.63M | 0.09% | +4,068+3.3% | Added |
| Citizens Business Bank | 93,345 | $5.63M | 1.05% | +14,218+18.0% | Added |
| Bretton Capital Management, LLC | 126,000 | $5.54M | 5.33% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 125,848 | $5.53M | 0.72% | +2,581+2.1% | Added |
| Horizon Investments, LLC | 125,564 | $5.52M | 0.16% | +2,895+2.4% | Added |
| Community Financial Services Group, LLC | 124,589 | $5.48M | 1.09% | +7,065+6.0% | Added |
| Signet Financial Management, LLC | 124,253 | $5.46M | 0.70% | −651−0.5% | Reduced |
| CWA Asset Management Group, LLC | 123,304 | $5.42M | 0.27% | +9,811+8.6% | Added |
| IFP Advisors, Inc | 123,283 | $5.42M | 0.18% | +69,516+129.3% | Added |
| Capital Insight Partners, LLC | 123,047 | $5.41M | 0.93% | +147+0.1% | Added |
| Cary Street Partners Financial LLC | 122,937 | $5.40M | 0.18% | +122,937 | New |
| IHT Wealth Management, LLC | 122,630 | $5.39M | 0.17% | −12,218−9.1% | Reduced |
| Buckingham Strategic Partners | 122,234 | $5.37M | 0.09% | +29,444+31.7% | Added |
| Moors & Cabot, Inc. | 122,094 | $5.37M | 0.26% | −1,116−0.9% | Reduced |
| Arrow Financial Corp | 122,054 | $5.36M | 0.51% | +1,369+1.1% | Added |
| Global Retirement Partners, LLC | 121,747 | $5.35M | 0.15% | +28,632+30.7% | Added |
| Boston Private Wealth LLC | 121,650 | $5.35M | 0.10% | +121,650 | New |
| Manatuck Hill Partners, LLC | 121,198 | $5.33M | 2.18% | −14,439−10.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 121,178 | $5.33M | 1.32% | +859+0.7% | Added |
| Paradigm Asset Management Co LLC | 120,425 | $5.29M | 1.45% | +17,600+17.1% | Added |
| Legacy Private Trust Co. | 120,347 | $5.29M | 0.35% | −3,758−3.0% | Reduced |
| Hudson Capital Management LLC | 120,340 | $5.29M | 1.64% | −8,112−6.3% | Reduced |
| Snowden Capital Advisors LLC | 120,250 | $5.28M | 0.16% | −625−0.5% | Reduced |
| Canandaigua National Bank & Trust Co | 119,889 | $5.27M | 0.52% | +8,543+7.7% | Added |
| DCF Advisers, LLC | 119,500 | $5.25M | 2.65% | 00.0% | Unchanged |
| Smith, Salley & Associates | 119,060 | $5.23M | 0.34% | −1,126−0.9% | Reduced |
| Altrius Capital Management Inc | 118,791 | $5.22M | 1.40% | −3,010−2.5% | Reduced |
| Consolidated Capital Management, LLC | 118,537 | $5.21M | 2.27% | −1,120−0.9% | Reduced |
| Charter Trust Co | 118,309 | $5.20M | 0.34% | +4,311+3.8% | Added |
| SBI Securities Co., Ltd. | 117,855 | $5.18M | 0.16% | +117,855 | New |
| California First Leasing Corp | 117,500 | $5.16M | 2.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 117,345 | $5.16M | 0.12% | +3,329+2.9% | Added |
| Boit C F David | 117,198 | $5.15M | 2.60% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 117,075 | $5.15M | 0.32% | +886+0.8% | Added |
| Avantax Planning Partners, Inc. | 116,363 | $5.11M | 0.18% | +480.0% | Added |
| Americana Partners, LLC | 116,104 | $5.10M | 0.21% | −5,032−4.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 115,300 | $5.07M | 3.80% | −11,501−9.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 114,762 | $5.04M | 0.46% | −712−0.6% | Reduced |
| Principle Wealth Partners LLC | 114,714 | $5.04M | 0.35% | −340−0.3% | Reduced |
| Rockland Trust Co | 114,624 | $5.04M | 0.26% | −5,015−4.2% | Reduced |
| Twin Capital Management Inc | 114,206 | $5.02M | 0.55% | +1,231+1.1% | Added |
| Kingsview Wealth Management, LLC | 113,980 | $5.01M | 0.10% | +1,719+1.5% | Added |
| Equitable Holdings, Inc. | 112,672 | $4.95M | 0.05% | −4,226−3.6% | Reduced |
| Pitcairn Co | 112,637 | $4.95M | 0.29% | −84−0.1% | Reduced |
| Chesley Taft & Associates LLC | 112,627 | $4.95M | 0.23% | −600−0.5% | Reduced |
| Shilanski & Associates, Inc. | 112,227 | $4.93M | 1.58% | −795−0.7% | Reduced |
| Carret Asset Management, LLC | 112,123 | $4.93M | 0.54% | −4,527−3.9% | Reduced |
| Knightsbridge Asset Management, LLC | 111,458 | $4.90M | 1.13% | −2,990−2.6% | Reduced |
| Woodmont Investment Counsel LLC | 111,323 | $4.89M | 0.36% | +1,724+1.6% | Added |
| Waldron Private Wealth LLC | 111,122 | $4.88M | 0.20% | +54,587+96.6% | Added |
| Coldstream Capital Management Inc | 110,904 | $4.87M | 0.10% | −2,382−2.1% | Reduced |
| MUFG Securities Americas Inc. | 110,591 | $4.86M | 0.62% | +110,591 | New |
| Principal Securities, Inc. | 110,544 | $4.86M | 0.11% | +13,614+14.0% | Added |
| J.W. Cole Advisors, Inc. | 110,437 | $4.85M | 0.20% | +2,834+2.6% | Added |
| We Are One Seven, LLC | 110,319 | $4.85M | 0.19% | +4,148+3.9% | Added |
| Parallel Advisors, LLC | 110,266 | $4.85M | 0.11% | +1,850+1.7% | Added |
| Advisors Asset Management, Inc. | 110,037 | $4.84M | 0.09% | −21,260−16.2% | Reduced |
| Arkadios Wealth Advisors | 109,384 | $4.81M | 0.26% | −3,080−2.7% | Reduced |
| Vestor Capital, LLC | 109,230 | $4.80M | 0.37% | −1,201−1.1% | Reduced |
| Change Path, LLC | 109,163 | $4.80M | 0.15% | +5,462+5.3% | Added |
| Capital Analysts, LLC | 109,080 | $4.79M | 0.19% | +2,874+2.7% | Added |
| Brighton Jones LLC | 108,872 | $4.78M | 0.14% | +25,143+30.0% | Added |
| DMKC Advisory Services, LLC | 108,660 | $4.78M | 4.33% | +108,660 | New |
| WCG Wealth Advisors LLC | 108,488 | $4.77M | 0.32% | +4,544+4.4% | Added |
| Alerus Financial NA | 108,305 | $4.76M | 0.36% | +96,571+823.0% | Added |
| First Manhattan Co | 108,214 | $4.76M | 0.01% | +1,116+1.0% | Added |
| NewEdge Wealth, LLC | 108,212 | $4.76M | 0.08% | +11,655+12.1% | Added |
| F/M Investments LLC | 108,153 | $4.75M | 0.18% | +33,787+45.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 107,790 | $4.74M | 2.92% | −1,144−1.1% | Reduced |
| Letson Investment Management, Inc. | 107,518 | $4.73M | 1.91% | −4,045−3.6% | Reduced |
| Atom Investors LP | 107,369 | $4.72M | 0.59% | −40,494−27.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 107,285 | $4.72M | 0.12% | −1,332−1.2% | Reduced |