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
- 3,214
- −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
- 1,377 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 |
|---|---|---|---|---|---|
| Guardian Partners Inc. | 14,549 | $563.8K | 0.06% | 00.0% | Unchanged |
| Drake & Associates, LLC | 13,518 | $564.1K | 0.16% | +2,330+20.8% | Added |
| Hudock, Inc. | 13,523 | $564.3K | 0.10% | +76+0.6% | Added |
| Acorn Financial Advisory Services Inc | 13,535 | $564.8K | 0.10% | −2,066−13.2% | Reduced |
| Vance Wealth, Inc. | 13,567 | $566.1K | 0.21% | +50.0% | Added |
| Cladis Investment Advisory, LLC | 13,575 | $566.5K | 0.41% | +10.0% | Added |
| Central Pacific Bank - Trust Division | 13,577 | $566.6K | 0.08% | −3,622−21.1% | Reduced |
| Waldron Private Wealth LLC | 13,595 | $567.3K | 0.03% | −97,527−87.8% | Reduced |
| Crux Wealth Advisors | 13,637 | $569.1K | 0.30% | +4,693+52.5% | Added |
| Oxbow Advisors, LLC | 13,656 | $569.9K | 0.06% | −1,286−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,678 | $570.8K | 0.14% | +130+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 13,724 | $572.7K | 0.11% | −441−3.1% | Reduced |
| Castle Rock Wealth Management, LLC | 13,860 | $573.8K | 0.15% | +48+0.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 13,767 | $574.5K | 0.65% | −310−2.2% | Reduced |
| Sunpointe, LLC | 13,798 | $575.8K | 0.31% | −742−5.1% | Reduced |
| TBH Global Asset Management, LLC | 13,805 | $576.1K | 0.11% | +3,016+28.0% | Added |
| Bay Rivers Group | 13,816 | $576.5K | 0.30% | +560+4.2% | Added |
| Marino, Stram & Associates LLC | 13,822 | $576.8K | 0.13% | +618+4.7% | Added |
| William B. Walkup & Associates, Inc. | 13,828 | $577.0K | 0.35% | 00.0% | Unchanged |
| Destination Wealth Management | 13,866 | $578.6K | 0.02% | −1,500−9.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 13,882 | $579.3K | 0.30% | +2,000+16.8% | Added |
| Intrinsic Value Partners, LLC | 13,897 | $579.9K | 0.57% | −1,214−8.0% | Reduced |
| Apexium Financial, LP | 13,915 | $580.7K | 0.03% | −164−1.2% | Reduced |
| Cheviot Value Management, LLC | 14,141 | $581.5K | 0.07% | +14,141 | New |
| Crumly & Associates Inc. | 13,954 | $582.3K | 0.16% | +199+1.4% | Added |
| Outlook Wealth Advisors, LLC | 13,956 | $582.4K | 0.16% | −88−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 13,979 | $583.3K | 0.34% | −325−2.3% | Reduced |
| Defined Wealth Management, LLC | 13,983 | $583.5K | 0.39% | −374−2.6% | Reduced |
| Tiemann Investment Advisors, LLC | 13,990 | $583.8K | 0.26% | −410−2.8% | Reduced |
| Stanley-Laman Group, Ltd. | 14,000 | $584.2K | 0.09% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 14,014 | $585.0K | 0.11% | −74,739−84.2% | Reduced |
| MSH Capital Advisors LLC | 14,028 | $585.4K | 0.18% | −340−2.4% | Reduced |
| Kestra Investment Management, LLC | 14,030 | $585.5K | 0.02% | −2,086−12.9% | Reduced |
| Trust Co of Toledo NA | 14,033 | $585.6K | 0.08% | −127−0.9% | Reduced |
| Integrity Financial Corp | 14,050 | $586.3K | 0.33% | −826−5.6% | Reduced |
| Drucker Wealth 3.0, LLC | 14,066 | $587.0K | 0.13% | −588−4.0% | Reduced |
| Floyd Financial Group LLC | 14,076 | $587.4K | 0.53% | +1,026+7.9% | Added |
| Fermata Advisors, LLC | 14,083 | $587.7K | 0.11% | +7,550+115.6% | Added |
| Wealth Dimensions Group, Ltd. | 14,090 | $588.0K | 0.14% | −162−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 14,100 | $588.4K | 0.20% | −42−0.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 14,108 | $588.7K | 0.21% | −129−0.9% | Reduced |
| Wallace Advisory Group, LLC | 13,399 | $588.9K | 0.41% | −212−1.6% | Reduced |
| Fountainhead AM, LLC | 14,126 | $589.5K | 0.10% | +2,475+21.2% | Added |
| Revolve Wealth Partners, LLC | 14,132 | $589.7K | 0.09% | +240+1.7% | Added |
| Summit Global Investments | 14,148 | $590.0K | 0.04% | −83,408−85.5% | Reduced |
| Strive Asset Management, LLC | 14,179 | $591.7K | 0.41% | −6,218−30.5% | Reduced |
| Spinnaker Trust | 14,211 | $593.0K | 0.04% | −850−5.6% | Reduced |
| SlateStone Wealth, LLC | 14,262 | $595.0K | 0.06% | −238−1.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 14,282 | $596.0K | 0.03% | +565+4.1% | Added |
| M3 Advisory Group, LLC | 14,294 | $596.5K | 0.47% | +485+3.5% | Added |
| Berger Financial Group, Inc | 14,302 | $596.8K | 0.04% | +669+4.9% | Added |
| Hara Capital LLC | 14,326 | $597.8K | 0.40% | −2,125−12.9% | Reduced |
| Petix & Botte Co | 14,334 | $598.2K | 0.16% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 14,352 | $598.9K | 0.27% | +14,352 | New |
| Koss-Olinger Consulting, LLC | 14,343 | $599.0K | 0.05% | +980+7.3% | Added |
| TAGStone Capital, Inc. | 14,383 | $600.0K | 0.30% | −5,419−27.4% | Reduced |
| Northern Financial Advisors Inc | 14,383 | $600.2K | 0.50% | +252+1.8% | Added |
| Magnolia Capital Advisors LLC | 14,383 | $600.2K | 0.16% | −33−0.2% | Reduced |
| Winton Group Ltd | 14,404 | $601.1K | 0.04% | −62,184−81.2% | Reduced |
| RMB Capital Management, LLC | 14,417 | $601.6K | 0.01% | −16,506−53.4% | Reduced |
| Leslie Global Wealth, LLC | 14,419 | $601.7K | 0.29% | −106−0.7% | Reduced |
| Richard W. Paul & Associates, LLC | 14,435 | $602.4K | 0.24% | +50.0% | Added |
| Atwood & Palmer Inc | 14,509 | $605.4K | 0.04% | +3,457+31.3% | Added |
| Coign Capital Advisors LLC | 14,514 | $605.7K | 0.47% | +158+1.1% | Added |
| KMG Fiduciary Partners, LLC | 14,526 | $606.2K | 0.05% | −56−0.4% | Reduced |
| Brave Warrior Advisors, LLC | 14,532 | $606.4K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 14,546 | $607.0K | 0.03% | −25−0.2% | Reduced |
| Frisch Financial Group, Inc. | 14,536 | $607.0K | 0.17% | −661−4.3% | Reduced |
| Alexander Labrunerie & Co., Inc. | 14,571 | $608.0K | 0.26% | +61+0.4% | Added |
| Alan B. Lancz & Associates, Inc. | 14,578 | $608.3K | 0.65% | −1,350−8.5% | Reduced |
| Childress Capital Advisors, LLC | 14,579 | $608.4K | 0.18% | −14,415−49.7% | Reduced |
| Zions Bancorporation, National Association | 14,584 | $608.6K | 0.04% | +14,584 | New |
| New Hampshire Trust | 14,667 | $612.1K | 0.14% | −654−4.3% | Reduced |
| Creekmur Asset Management LLC | 14,674 | $612.3K | 0.13% | +14,642+45,756.3% | Added |
| Blossom Wealth Management | 14,692 | $613.1K | 1.23% | −2,715−15.6% | Reduced |
| Lantz Financial LLC | 14,700 | $613.4K | 0.17% | +37+0.3% | Added |
| City State Bank | 14,706 | $613.7K | 0.20% | −562−3.7% | Reduced |
| PCG Asset Management, LLC | 14,760 | $615.9K | 0.58% | −330−2.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,766 | $616.2K | 0.15% | +4,127+38.8% | Added |
| Seven Mile Advisory | 14,835 | $619.1K | 0.41% | +24+0.2% | Added |
| SOA Wealth Advisors, LLC. | 14,873 | $620.7K | 0.13% | −4,670−23.9% | Reduced |
| Main Street Research LLC | 14,874 | $620.7K | 0.04% | +819+5.8% | Added |
| Optas, LLC | 15,001 | $626.0K | 0.11% | +464+3.2% | Added |
| Altiora Financial Group, LLC | 15,010 | $626.4K | 0.13% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 15,049 | $628.0K | 0.21% | −33,856−69.2% | Reduced |
| Zuckerman Investment Group, LLC | 15,060 | $628.5K | 0.07% | 00.0% | Unchanged |
| Gifford Fong Associates | 15,147 | $632.0K | 0.16% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,154 | $632.4K | 0.21% | +41+0.3% | Added |
| Southeast Asset Advisors Inc. | 15,157 | $632.5K | 0.08% | +5,044+49.9% | Added |
| Integrity Alliance, LLC. | 15,176 | $633.3K | 0.03% | +15,176 | New |
| Sivia Capital Partners, LLC | 15,227 | $635.4K | 0.30% | +1,230+8.8% | Added |
| Maia Wealth LLC | 17,334 | $635.6K | 0.14% | +240+1.4% | Added |
| Warburton Capital Management, LLC | 15,250 | $636.0K | 0.46% | +496+3.4% | Added |
| Capula Management Ltd | 15,244 | $636.1K | 0.00% | +12,053+377.7% | Added |
| Bingham Private Wealth, LLC | 15,260 | $636.8K | 0.66% | +1,307+9.4% | Added |
| Warm Springs Advisors Inc. | 15,264 | $637.0K | 0.64% | −10.0% | Reduced |
| Par Capital Management Inc | 15,300 | $638.5K | 0.02% | +15,300 | New |
| Colonial Trust Co | 15,421 | $643.5K | 0.10% | −1,413−8.4% | Reduced |
| Tounjian Advisory Partners, LLC | 15,424 | $643.6K | 0.12% | +15,424 | New |
| Enterprise Financial Services Corp | 15,427 | $643.8K | 0.38% | −6,457−29.5% | Reduced |