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, Q1 2025
Institutional positions in Bank of America Corp as of Mar 31, 2025. 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
- 3,215
- −7 vs. Q4 2024
- Shares held
- 5.55B
- −35.7M (−0.6%) vs. Q4 2024
- Total value
- $231.2B
- −$14.2B (−5.8%) vs. Q4 2024
- New holders
- 162
- 1,311 more added
- Sold out
- 169
- 1,378 more reduced
55 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| QTR Family Wealth, LLC | 10,425 | $435.0K | 0.33% | +10,425 | New |
| Richards, Merrill & Peterson, Inc. | 10,432 | $435.3K | 0.23% | −1,640−13.6% | Reduced |
| Beta Wealth Group, Inc. | 10,436 | $435.5K | 0.16% | −675−6.1% | Reduced |
| Wedge Capital Management L L P | 10,488 | $437.7K | 0.01% | −63−0.6% | Reduced |
| Founders Capital Management, LLC | 10,511 | $438.6K | 0.08% | −1,920−15.4% | Reduced |
| Mindset Wealth Management, LLC | 10,532 | $439.5K | 0.17% | +887+9.2% | Added |
| Delta Investment Management, LLC | 10,554 | $440.4K | 0.09% | −20−0.2% | Reduced |
| Van Strum & Towne Inc. | 10,574 | $441.3K | 0.15% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 10,588 | $441.9K | 0.13% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 10,591 | $442.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 10,601 | $442.1K | 0.05% | −99−0.9% | Reduced |
| Keebeck Alpha, LP | 10,615 | $443.0K | 0.52% | +10,615 | New |
| Hayek Kallen Investment Management | 10,626 | $443.0K | 0.16% | −1,396−11.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 10,618 | $443.1K | 0.14% | +444+4.4% | Added |
| Alpine Bank Wealth Management | 10,695 | $446.3K | 0.07% | +10,695 | New |
| Greenwood Gearhart Inc | 10,708 | $446.8K | 0.03% | −323−2.9% | Reduced |
| Financial Council Asset Management Inc | 10,712 | $447.0K | 0.24% | +6+0.1% | Added |
| SFMG, LLC | 10,718 | $447.3K | 0.04% | +217+2.1% | Added |
| Cascade Financial Partners, LLC | 10,740 | $448.2K | 0.06% | −92−0.8% | Reduced |
| Klingman & Associates, LLC | 10,752 | $448.7K | 0.03% | −184−1.7% | Reduced |
| Hemington Wealth Management | 10,794 | $450.0K | 0.07% | −891−7.6% | Reduced |
| L & S Advisors Inc | 10,791 | $450.3K | 0.06% | −199,769−94.9% | Reduced |
| Oldfather Financial Services, LLC | 10,791 | $450.3K | 0.17% | −103−0.9% | Reduced |
| Occidental Asset Management, LLC | 10,801 | $450.7K | 0.07% | +816+8.2% | Added |
| Toth Financial Advisory Corp | 10,830 | $451.9K | 0.05% | +50.0% | Added |
| Sollinda Capital Management LLC | 10,840 | $452.4K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 10,912 | $455.4K | 0.46% | +140+1.3% | Added |
| Mezzasalma Advisors, LLC | 10,921 | $455.7K | 0.16% | −122−1.1% | Reduced |
| Twin Focus Capital Partners, LLC | 10,934 | $456.3K | 0.07% | +400+3.8% | Added |
| Beckerman Institutional, LLC | 10,945 | $457.0K | 0.33% | −511−4.5% | Reduced |
| Ledyard National Bank | 10,952 | $457.0K | 0.05% | −885−7.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 10,955 | $457.2K | 0.16% | +1,008+10.1% | Added |
| Allium Financial Advisors, LLC | 10,968 | $457.7K | 0.42% | +10,968 | New |
| Franklin Street Advisors Inc | 10,975 | $458.0K | 0.03% | +278+2.6% | Added |
| Addison Capital Co | 10,986 | $458.4K | 0.18% | −166−1.5% | Reduced |
| Redwood Investment Management, LLC | 10,991 | $459.0K | 0.05% | +10,991 | New |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 11,012 | $459.5K | 0.09% | −880,362−98.8% | Reduced |
| Smithbridge Asset Management Inc | 11,012 | $459.5K | 0.09% | +11,012 | New |
| Cahill Financial Advisors Inc | 11,043 | $460.8K | 0.06% | +40.0% | Added |
| Private Wealth Partners, LLC | 11,074 | $462.1K | 0.04% | +40.0% | Added |
| NFP Retirement, Inc. | 11,089 | $462.8K | 0.04% | −199−1.8% | Reduced |
| KWB Wealth | 10,534 | $463.0K | 0.06% | +224+2.2% | Added |
| Apella Capital, LLC | 12,472 | $463.3K | 0.02% | +1,139+10.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,124 | $464.2K | 0.01% | −16,469−59.7% | Reduced |
| Semus Wealth Partners LLC | 11,144 | $465.0K | 0.32% | +131+1.2% | Added |
| City Center Advisors, LLC | 11,164 | $465.9K | 0.54% | −287−2.5% | Reduced |
| Waddell & Associates, LLC | 11,206 | $467.6K | 0.06% | +382+3.5% | Added |
| Cozad Asset Management Inc | 11,234 | $468.8K | 0.05% | +500+4.7% | Added |
| Bulltick Wealth Management, LLC | 11,250 | $469.5K | 0.12% | 00.0% | Unchanged |
| RiverGlades Family Offices LLC | 11,300 | $471.5K | 0.34% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 11,319 | $472.3K | 0.17% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 11,336 | $473.1K | 0.11% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 11,347 | $473.5K | 0.42% | −295−2.5% | Reduced |
| VeraBank, N.A. | 11,377 | $474.8K | 0.13% | −392−3.3% | Reduced |
| Weik Capital Management | 11,380 | $474.9K | 0.19% | −850−7.0% | Reduced |
| Keebeck Wealth Management, LLC | 11,382 | $475.0K | 0.07% | +156+1.4% | Added |
| Whelan Financial | 11,387 | $475.2K | 0.18% | +6,748+145.5% | Added |
| RD Lewis Holdings, Inc. | 11,576 | $475.4K | 0.54% | −152−1.3% | Reduced |
| Amplius Wealth Advisors, LLC | 11,418 | $476.5K | 0.05% | +251+2.2% | Added |
| BNC Wealth Management, LLC | 11,431 | $477.0K | 0.17% | +3,850+50.8% | Added |
| Summitry LLC | 11,450 | $477.8K | 0.02% | −20−0.2% | Reduced |
| Bradyco, Inc. | 11,452 | $477.9K | 0.36% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 11,463 | $478.4K | 0.16% | −975−7.8% | Reduced |
| Burns J W & Co Inc | 11,468 | $478.5K | 0.06% | −1,682−12.8% | Reduced |
| Keystone Financial Services | 11,476 | $478.9K | 0.18% | +148+1.3% | Added |
| Garde Capital, Inc. | 11,479 | $479.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11,484 | $479.2K | 0.06% | +73+0.6% | Added |
| Sunflower Bank, N.A. | 11,490 | $479.5K | 0.13% | +69+0.6% | Added |
| WealthCare Investment Partners, LLC | 12,997 | $479.9K | 0.20% | −101−0.8% | Reduced |
| LongView Wealth Management | 11,530 | $481.1K | 0.14% | −1,293−10.1% | Reduced |
| LMG Wealth Partners, LLC | 11,555 | $482.2K | 0.11% | −67−0.6% | Reduced |
| Park Capital Management, LLC | 11,563 | $482.5K | 0.56% | +131+1.1% | Added |
| McAdam, LLC | 11,573 | $482.9K | 0.03% | −2,539−18.0% | Reduced |
| McHugh Group, LLC | 11,590 | $483.7K | 0.37% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 11,600 | $484.0K | 0.19% | +261+2.3% | Added |
| Kentucky Trust Co | 11,599 | $484.0K | 0.29% | −200−1.7% | Reduced |
| Founders Financial Securities LLC | 12,174 | $484.3K | 0.04% | +3,268+36.7% | Added |
| Sigma Investment Counselors Inc | 11,615 | $484.7K | 0.03% | −378−3.2% | Reduced |
| Atalanta Sosnoff Capital, LLC | 11,616 | $484.7K | 0.01% | +1,542+15.3% | Added |
| Sage Capital Advisors,llc | 11,619 | $484.9K | 0.13% | +288+2.5% | Added |
| Benin Management CORP | 11,622 | $485.0K | 0.14% | +191+1.7% | Added |
| First Financial Corp | 11,628 | $485.2K | 0.23% | −150−1.3% | Reduced |
| Union Savings Bank | 11,636 | $485.4K | 0.24% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 11,645 | $485.9K | 0.40% | +122+1.1% | Added |
| Foster Group, Inc. | 11,647 | $486.1K | 0.02% | +1,565+15.5% | Added |
| Argentarii, LLC | 11,659 | $486.5K | 0.24% | +6,337+119.1% | Added |
| Kapstone Financial Advisors LLC | 11,667 | $486.9K | 0.28% | −10.0% | Reduced |
| First National Bank of Omaha | 11,684 | $487.6K | 0.03% | −750−6.0% | Reduced |
| Selective Wealth Management, Inc. | 13,569 | $487.8K | 0.21% | −201−1.5% | Reduced |
| Cahaba Wealth Management, Inc. | 11,690 | $487.8K | 0.04% | −259−2.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 11,691 | $487.9K | 0.14% | −1,000−7.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 11,694 | $488.0K | 0.02% | −39−0.3% | Reduced |
| Morton Capital Management LLC | 11,716 | $488.9K | 0.09% | −691−5.6% | Reduced |
| O'Rourke & Company, Inc | 11,739 | $489.9K | 0.24% | +11+0.1% | Added |
| IFG Advisors, LLC | 11,749 | $490.3K | 0.09% | +40.0% | Added |
| Thrive Wealth Management, LLC | 11,753 | $490.5K | 0.09% | −871−6.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,772 | $491.0K | 0.22% | −192−1.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,775 | $491.4K | 0.01% | +303+2.6% | Added |
| TRUE Private Wealth Advisors | 11,786 | $491.8K | 0.06% | −91−0.8% | Reduced |
| First Affirmative Financial Network | 11,844 | $494.3K | 0.30% | +120+1.0% | Added |