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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 15,485 | $646.2K | 0.08% | −160−1.0% | Reduced |
| Elyxium Wealth, LLC | 15,488 | $646.3K | 0.29% | +10,798+230.2% | Added |
| Paladin Wealth, LLC | 15,495 | $646.6K | 0.58% | +1,066+7.4% | Added |
| Albert D Mason Inc | 15,498 | $646.7K | 0.44% | −1,307−7.8% | Reduced |
| Quantbot Technologies LP | 15,525 | $647.9K | 0.02% | +15,525 | New |
| WoodTrust Financial Corp | 15,527 | $648.0K | 0.09% | −1,156−6.9% | Reduced |
| Opal Wealth Advisors, LLC | 15,582 | $650.2K | 0.20% | −170−1.1% | Reduced |
| PBMares Wealth Management LLC | 15,594 | $650.8K | 0.13% | −1,247−7.4% | Reduced |
| MV Capital Management, Inc. | 15,611 | $651.4K | 0.07% | +2,905+22.9% | Added |
| Everpar Advisors LLC | 15,620 | $651.8K | 0.35% | −1,296−7.7% | Reduced |
| Knollwood Investment Advisory, LLC | 15,638 | $652.6K | 0.07% | 00.0% | Unchanged |
| Sky Investment Group LLC | 15,654 | $653.2K | 0.12% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 15,692 | $654.8K | 0.11% | −966−5.8% | Reduced |
| Wescott Financial Advisory Group, LLC | 15,696 | $655.0K | 0.07% | +283+1.8% | Added |
| Guyasuta Investment Advisors Inc | 15,720 | $656.0K | 0.04% | −579−3.6% | Reduced |
| Private Wealth Advisors | 15,775 | $658.3K | 0.28% | +22+0.1% | Added |
| USA Financial Portformulas Corp | 15,842 | $661.1K | 0.11% | −10,516−39.9% | Reduced |
| Sittner & Nelson, LLC | 15,850 | $661.4K | 0.28% | −747−4.5% | Reduced |
| Gilbert & Cook, Inc. | 15,858 | $661.8K | 0.10% | −121−0.8% | Reduced |
| General Partner, Inc. | 15,866 | $662.1K | 0.43% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 15,868 | $662.2K | 0.15% | +149+0.9% | Added |
| Kazazian Asset Management, LLC | 15,879 | $662.6K | 0.54% | 00.0% | Unchanged |
| Farmers Trust Co | 15,881 | $662.7K | 0.12% | −200−1.2% | Reduced |
| Enterprise Bank & Trust Co | 15,903 | $663.6K | 0.26% | −204−1.3% | Reduced |
| Lakeshore Capital Group, Inc. | 15,927 | $664.6K | 0.64% | +210+1.3% | Added |
| Howard Capital Management Group, LLC | 15,946 | $665.4K | 0.05% | +200+1.3% | Added |
| WealthShield Partners, LLC | 15,959 | $666.0K | 0.09% | +8,734+120.9% | Added |
| Cascades Capital Asset Management, LLC | 15,963 | $666.1K | 0.36% | +1,916+13.6% | Added |
| C2C Wealth Management, LLC | 15,971 | $666.5K | 0.63% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 15,972 | $666.5K | 0.04% | −42,467−72.7% | Reduced |
| JT Stratford LLC | 15,980 | $666.8K | 0.12% | −173−1.1% | Reduced |
| Caliber Wealth Management, LLC | 15,985 | $667.1K | 0.09% | +15,985 | New |
| Unique Wealth Strategies, LLC | 15,989 | $667.2K | 0.30% | −157−1.0% | Reduced |
| Dogwood Wealth Management LLC | 16,002 | $667.8K | 0.35% | +1,107+7.4% | Added |
| Beacon Investment Advisory Services, Inc. | 16,016 | $668.3K | 0.03% | −1,030−6.0% | Reduced |
| American Money Management, LLC | 16,017 | $668.4K | 0.13% | +3,353+26.5% | Added |
| Ninepoint Partners LP | 16,017 | $668.4K | 0.12% | +16,017 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16,205 | $668.5K | 0.10% | +192+1.2% | Added |
| Pacific Point Advisors, LLC | 16,023 | $668.6K | 0.38% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 16,029 | $668.9K | 0.29% | +169+1.1% | Added |
| Morningstar Investment Management LLC | 16,060 | $670.0K | 0.06% | −2,775−14.7% | Reduced |
| Hall Capital Management Co Inc | 16,066 | $670.4K | 0.31% | +1,970+14.0% | Added |
| CKW Financial Group | 16,182 | $671.0K | 0.08% | −2,708−14.3% | Reduced |
| Trust Co of Virginia | 16,086 | $671.3K | 0.06% | −4,300−21.1% | Reduced |
| RFG Advisory, LLC | 16,117 | $672.6K | 0.02% | −2,047−11.3% | Reduced |
| RW Investment Management LLC | 16,139 | $673.5K | 0.08% | −863−5.1% | Reduced |
| Sym Financial Corp | 16,156 | $674.2K | 0.08% | +171+1.1% | Added |
| Interchange Capital Partners, LLC | 16,156 | $674.2K | 0.19% | +198+1.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 16,169 | $674.7K | 0.10% | +2,059+14.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 16,200 | $676.0K | 0.32% | +16,200 | New |
| United Community Bank | 16,210 | $676.4K | 0.25% | +4,129+34.2% | Added |
| Baker Ellis Asset Management LLC | 16,235 | $677.5K | 0.10% | +1,730+11.9% | Added |
| MRP Capital Investments, LLC | 16,250 | $678.1K | 0.63% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 16,261 | $678.6K | 0.31% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 16,263 | $678.7K | 0.19% | −458−2.7% | Reduced |
| Accel Wealth Management | 16,294 | $680.0K | 0.25% | −767−4.5% | Reduced |
| OneAscent Wealth Management LLC | 16,345 | $682.0K | 0.30% | −1,592−8.9% | Reduced |
| Fca Corp | 16,345 | $682.1K | 0.22% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 16,372 | $683.2K | 0.52% | +55+0.3% | Added |
| First Citizens Financial Corp | 16,385 | $683.7K | 0.39% | −147−0.9% | Reduced |
| Delta Asset Management LLC | 16,394 | $684.1K | 0.06% | −78−0.5% | Reduced |
| Jmac Enterprises LLC | 16,437 | $685.9K | 0.16% | −21,514−56.7% | Reduced |
| CFO4Life Group, LLC | 16,464 | $687.0K | 0.12% | −14,050−46.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 16,494 | $688.3K | 0.21% | +2,276+16.0% | Added |
| Staley Capital Advisers Inc | 16,500 | $688.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 16,515 | $689.2K | 0.34% | −952−5.5% | Reduced |
| Crews Bank & Trust | 16,578 | $691.8K | 0.12% | −128−0.8% | Reduced |
| Ssi Investment Management LLC | 16,604 | $692.9K | 0.05% | −20.0% | Reduced |
| Future Fund LLC | 16,631 | $694.0K | 0.89% | +16,631 | New |
| Spirepoint Private Client, LLC | 16,668 | $695.6K | 0.09% | −21−0.1% | Reduced |
| Richard P Slaughter Associates Inc | 16,698 | $696.8K | 0.16% | +16,698 | New |
| Bank of Stockton | 16,730 | $698.1K | 0.22% | −500−2.9% | Reduced |
| One Wealth Advisors, LLC | 16,768 | $699.7K | 0.10% | +7,052+72.6% | Added |
| Leavell Investment Management, Inc. | 16,808 | $701.4K | 0.03% | +857+5.4% | Added |
| Erste Asset Management GmbH | 387,203 | $701.8K | 0.01% | −185,875−32.4% | Reduced |
| Optiver Holding B.V. | 16,838 | $702.6K | 0.03% | −26,483−61.1% | Reduced |
| Firethorn Wealth Partners, LLC | 16,859 | $703.5K | 0.34% | +53+0.3% | Added |
| Addison Advisors LLC | 16,863 | $703.7K | 0.19% | −1,953−10.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 16,880 | $704.0K | 0.04% | +1,250+8.0% | Added |
| Ascent Wealth Partners, LLC | 16,876 | $704.2K | 0.09% | +1,011+6.4% | Added |
| Austin Private Wealth, LLC | 16,913 | $705.8K | 0.06% | +924+5.8% | Added |
| Harbor Advisory Corp | 16,933 | $706.6K | 0.24% | 00.0% | Unchanged |
| Saiph Capital, LLC | 107,796 | $710.4K | 0.34% | +137+0.1% | Added |
| Old Port Advisors | 17,041 | $711.1K | 0.21% | −423−2.4% | Reduced |
| Brucke Financial, Inc. | 17,834 | $711.2K | 0.62% | +4,592+34.7% | Added |
| Grandview Asset Management LLC | 17,064 | $712.0K | 0.27% | −208−1.2% | Reduced |
| DF Dent & Co Inc | 17,142 | $715.3K | 0.01% | −392−2.2% | Reduced |
| Autumn Glory Partners, LLC | 17,154 | $715.8K | 0.36% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 17,229 | $719.0K | 0.12% | +7,603+79.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 16,360 | $719.0K | 0.23% | +16+0.1% | Added |
| Altfest L J & Co Inc | 17,232 | $719.1K | 0.09% | −2,101−10.9% | Reduced |
| Kahn Brothers Group Inc | 17,275 | $721.3K | 0.15% | −2,155−11.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 17,290 | $721.5K | 0.10% | −1,205−6.5% | Reduced |
| Journey Advisory Group, LLC | 17,291 | $721.5K | 0.06% | −10,625−38.1% | Reduced |
| Lion Street Advisors, LLC | 17,348 | $723.9K | 0.23% | +270+1.6% | Added |
| Community Bank, N.A. | 17,371 | $724.7K | 0.10% | +659+3.9% | Added |
| Bell Bank | 17,370 | $724.9K | 0.04% | +15+0.1% | Added |
| Natural Investments, LLC | 17,387 | $725.0K | 0.21% | +505+3.0% | Added |
| LBMC Investment Advisors, LLC | 17,393 | $725.8K | 0.06% | −3,990−18.7% | Reduced |
| Ledgewood Wealth Advisors, LLC | 17,404 | $726.3K | 0.47% | −443−2.5% | Reduced |