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 |
|---|---|---|---|---|---|
| Bank & Trust Co | 11,853 | $494.6K | 0.40% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11,856 | $494.8K | 0.97% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 11,873 | $495.5K | 0.24% | −275−2.3% | Reduced |
| Verus Capital Partners, LLC | 11,898 | $496.5K | 0.05% | +70+0.6% | Added |
| Wealth Advisors of Tampa Bay, LLC | 11,900 | $496.6K | 0.20% | −6,094−33.9% | Reduced |
| Schrum Private Wealth Management LLC | 11,910 | $497.0K | 0.44% | −236−1.9% | Reduced |
| S.A. Mason LLC | 11,917 | $497.3K | 0.26% | +9+0.1% | Added |
| Five Oceans Advisors | 11,925 | $497.6K | 0.24% | +56+0.5% | Added |
| WealthPlan Investment Management, LLC | 11,942 | $498.3K | 0.05% | +74+0.6% | Added |
| Traphagen Investment Advisors LLC | 11,944 | $498.4K | 0.05% | −47−0.4% | Reduced |
| Cim Investment Mangement Inc | 11,960 | $499.1K | 0.11% | −8−0.1% | Reduced |
| Trust Co of the South | 11,973 | $499.6K | 0.10% | +160+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 11,975 | $499.7K | 0.12% | +40.0% | Added |
| Harvey Investment Co LLC | 11,980 | $500.0K | 0.06% | −3,706−23.6% | Reduced |
| JB Capital LLC | 11,999 | $500.7K | 0.03% | −482−3.9% | Reduced |
| Arlington Trust Co LLC | 12,003 | $500.9K | 0.11% | +1,213+11.2% | Added |
| My Legacy Advisors, LLC | 12,006 | $501.0K | 0.19% | +891+8.0% | Added |
| Towercrest Capital Management | 12,021 | $501.6K | 0.10% | −2,696−18.3% | Reduced |
| Optimum Investment Advisors | 12,034 | $502.2K | 0.24% | −625−4.9% | Reduced |
| Smith, Moore & Co. | 12,045 | $502.6K | 0.05% | −4,778−28.4% | Reduced |
| Thrive Capital Management, LLC | 12,055 | $503.0K | 0.30% | −696−5.5% | Reduced |
| Mma Asset Management LLC | 12,081 | $504.1K | 0.21% | +10.0% | Added |
| ASB Consultores, LLC | 12,082 | $504.2K | 0.33% | −8,717−41.9% | Reduced |
| TCI Wealth Advisors, Inc. | 12,087 | $504.4K | 0.04% | −3,975−24.7% | Reduced |
| Financial Life Planners | 12,112 | $505.4K | 0.49% | −626−4.9% | Reduced |
| Park Place Capital Corp | 12,139 | $506.6K | 0.14% | +3,310+37.5% | Added |
| Intrua Financial, LLC | 12,140 | $506.6K | 0.08% | +552+4.8% | Added |
| Financial Management Network Inc | 14,246 | $506.9K | 0.11% | +19+0.1% | Added |
| ORG Partners LLC | 12,227 | $507.3K | 0.12% | −242−1.9% | Reduced |
| Sawgrass Asset Management LLC | 12,244 | $510.9K | 0.06% | −9,829−44.5% | Reduced |
| Traveka Wealth, LLC | 12,255 | $511.4K | 0.29% | +3,570+41.1% | Added |
| Quarry LP | 12,263 | $511.7K | 0.13% | +12,263 | New |
| Tradition Wealth Management, LLC | 12,279 | $512.4K | 0.05% | +158+1.3% | Added |
| Campbell Deegan Wealth Management, LLC | 12,280 | $512.4K | 0.59% | +2,721+28.5% | Added |
| Verum Partners LLC | 12,288 | $512.8K | 0.14% | −482−3.8% | Reduced |
| Patron Partners Advisors, LLC | 12,300 | $513.3K | 0.28% | +98+0.8% | Added |
| Navis Wealth Advisors, LLC | 12,317 | $514.0K | 0.50% | +5,000+68.3% | Added |
| Navellier & Associates Inc | 12,500 | $514.0K | 0.07% | −5,344−29.9% | Reduced |
| Altus Wealth Group LLC | 12,366 | $516.0K | 0.24% | +301+2.5% | Added |
| Millstone Evans Group, LLC | 12,427 | $518.6K | 0.35% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12,486 | $521.0K | 0.18% | +99+0.8% | Added |
| Rise Advisors, LLC | 12,487 | $521.1K | 0.23% | +255+2.1% | Added |
| Activest Wealth Management | 12,500 | $521.6K | 0.14% | +667+5.6% | Added |
| Pacific Sun Financial Corp | 12,505 | $521.8K | 0.30% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 12,541 | $523.3K | 0.15% | +39+0.3% | Added |
| Aberdeen Wealth Management LLC | 12,558 | $524.0K | 0.36% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12,567 | $524.4K | 0.21% | +238+1.9% | Added |
| JGP Wealth Management, LLC | 12,567 | $524.4K | 0.07% | +1,583+14.4% | Added |
| Permanent Capital Management, LP | 12,575 | $524.8K | 0.15% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,616 | $526.9K | 0.17% | −656−4.9% | Reduced |
| Eagle Harbor Asset Management Inc | 12,629 | $527.0K | 0.53% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 12,633 | $527.2K | 0.05% | −550−4.2% | Reduced |
| Silver Lake Advisory, LLC | 12,700 | $530.0K | 0.23% | +78+0.6% | Added |
| Brandywine Oak Private Wealth LLC | 12,712 | $530.5K | 0.05% | −186−1.4% | Reduced |
| Sherbrooke Park Advisers LLC | 12,729 | $531.2K | 0.25% | −570−4.3% | Reduced |
| Canvas Wealth Advisors, LLC | 13,872 | $531.6K | 0.14% | −137−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 12,739 | $531.6K | 0.04% | +322+2.6% | Added |
| Life Planning Partners, Inc | 12,744 | $531.8K | 0.48% | +20.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,850 | $533.1K | 0.04% | −438−3.3% | Reduced |
| Ergawealth Advisors, Inc. | 12,800 | $534.1K | 0.26% | 00.0% | Unchanged |
| Private Management Group Inc | 12,806 | $534.4K | 0.02% | −659−4.9% | Reduced |
| BCJ Capital Management, LLC | 12,807 | $534.4K | 0.04% | +1,534+13.6% | Added |
| Baron Wealth Management LLC | 12,816 | $534.8K | 0.23% | −742−5.5% | Reduced |
| Consolidated Portfolio Review Corp | 12,819 | $534.9K | 0.09% | −659−4.9% | Reduced |
| Albion Financial Group | 12,826 | $535.2K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12,850 | $536.2K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 12,871 | $537.1K | 0.12% | −723−5.3% | Reduced |
| M.E. Allison & Co., Inc. | 12,885 | $537.7K | 0.53% | +1,202+10.3% | Added |
| Smith Anglin Financial, LLC | 12,910 | $538.7K | 0.06% | −283−2.1% | Reduced |
| New Millennium Group LLC | 12,916 | $539.0K | 0.35% | −659−4.9% | Reduced |
| Adirondack Trust Co | 12,942 | $539.9K | 0.21% | −50.0% | Reduced |
| New Covenant Trust Company, N.A. | 13,161 | $542.9K | 0.57% | −421−3.1% | Reduced |
| Bank of Hawaii | 13,044 | $544.3K | 0.03% | +13,044 | New |
| AGH Wealth Advisors, LLC | 13,082 | $545.9K | 0.53% | −949−6.8% | Reduced |
| Wambolt & Associates, LLC | 13,168 | $546.3K | 0.19% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 13,108 | $547.0K | 0.15% | −351−2.6% | Reduced |
| First National Bank of Hutchinson | 13,113 | $547.2K | 0.36% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 13,133 | $548.1K | 0.19% | −817−5.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 13,146 | $548.6K | 0.13% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 13,440 | $548.9K | 0.08% | −18−0.1% | Reduced |
| Crawford Investment Counsel Inc | 13,159 | $549.1K | 0.01% | +1,781+15.7% | Added |
| Cary Street Partner Investment Advisory LLC | 13,230 | $552.1K | 0.32% | +3,039+29.8% | Added |
| Clearview Wealth Advisors LLC | 13,230 | $552.1K | 0.41% | −211−1.6% | Reduced |
| Dover Advisors, LLC | 13,230 | $552.1K | 0.24% | +3,735+39.3% | Added |
| First Heartland Consultants, Inc. | 13,238 | $552.4K | 0.06% | −1,346−9.2% | Reduced |
| Mayfair Advisory Group, LLC | 13,252 | $553.0K | 0.32% | +17+0.1% | Added |
| Capital Markets Trading UK LLP | 13,295 | $555.0K | 0.63% | −11,168−45.7% | Reduced |
| Aristotle Capital Management, LLC | 13,300 | $555.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 13,300 | $555.0K | 0.03% | +11,260+552.0% | Added |
| Marble Harbor Investment Counsel, LLC | 13,300 | $555.0K | 0.06% | −100−0.7% | Reduced |
| Copley Financial Group, Inc. | 13,307 | $555.3K | 0.43% | −61−0.5% | Reduced |
| Sheets Smith Wealth Management | 13,322 | $555.9K | 0.07% | −745−5.3% | Reduced |
| Brandywine Trust Co | 13,326 | $556.1K | 0.09% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 14,937 | $557.6K | 0.40% | −829−5.3% | Reduced |
| Regatta Capital Group, LLC | 13,402 | $559.3K | 0.11% | +2,397+21.8% | Added |
| First Wilshire Securities Management Inc | 13,458 | $561.6K | 0.16% | −1,487−9.9% | Reduced |
| Acropolis Investment Management, LLC | 13,496 | $563.2K | 0.03% | −301−2.2% | Reduced |
| Hanover Advisors Inc | 13,497 | $563.2K | 0.24% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 13,499 | $563.4K | 0.23% | +470+3.6% | Added |
| Parkshore Wealth Management, Inc. | 13,501 | $563.4K | 0.33% | +7+0.1% | Added |