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 |
|---|---|---|---|---|---|
| Pointe Capital Management LLC | 17,409 | $726.5K | 0.43% | 00.0% | Unchanged |
| Archer Investment Corp | 17,429 | $727.3K | 0.19% | +3,236+22.8% | Added |
| CSS LLC | 17,440 | $727.8K | 0.05% | −4,560−20.7% | Reduced |
| Clear Investment Research, LLC | 17,444 | $728.0K | 0.97% | +60.0% | Added |
| InTrack Investment Management Inc | 17,448 | $728.1K | 0.66% | −14,625−45.6% | Reduced |
| Brasada Capital Management, LP | 17,500 | $730.3K | 0.15% | −4,000−18.6% | Reduced |
| Westover Capital Advisors, LLC | 17,528 | $731.4K | 0.16% | +64+0.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 17,546 | $732.2K | 0.08% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 17,549 | $732.3K | 0.12% | +267+1.5% | Added |
| Bennett Selby Investments LP | 17,591 | $734.1K | 0.29% | −35−0.2% | Reduced |
| AIMZ Investment Advisors, LLC | 17,642 | $736.2K | 0.26% | 00.0% | Unchanged |
| Close Asset Management Ltd | 17,645 | $737.0K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 17,675 | $737.6K | 0.52% | +584+3.4% | Added |
| HHM Wealth Advisors, LLC | 17,713 | $739.1K | 0.10% | +843+5.0% | Added |
| Perfromance Wealth Partners, LLC | 17,724 | $739.6K | 0.03% | +565+3.3% | Added |
| Confluence Wealth Services, Inc. | 19,122 | $741.0K | 0.05% | −192−1.0% | Reduced |
| Terril Brothers, Inc. | 17,783 | $742.1K | 0.35% | −200−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 17,797 | $742.7K | 0.05% | +1,023+6.1% | Added |
| Grant/GrossMendelsohn, LLC | 18,697 | $743.8K | 0.41% | +40.0% | Added |
| Laird Norton Trust Company, LLC | 17,832 | $744.1K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,850 | $744.9K | 0.29% | −2,986−14.3% | Reduced |
| Resonant Capital Advisors, LLC | 17,892 | $746.6K | 0.05% | −588−3.2% | Reduced |
| Fiduciary Financial Group, LLC | 20,834 | $746.9K | 0.16% | +2,563+14.0% | Added |
| Carlson Capital L P | 17,900 | $747.0K | 0.42% | −57,000−76.1% | Reduced |
| Platform Technology Partners | 17,962 | $749.5K | 0.22% | +186+1.0% | Added |
| Muirfield Wealth Advisors LLC | 17,967 | $749.8K | 0.64% | +116+0.6% | Added |
| Aigen Investment Management, LP | 17,968 | $749.8K | 0.12% | +8,530+90.4% | Added |
| Spring Capital Management, LLC | 18,005 | $751.3K | 0.41% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21,142 | $752.0K | 0.51% | +5,094+31.7% | Added |
| Spears Abacus Advisors LLC | 18,066 | $753.9K | 0.02% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 18,102 | $755.4K | 0.20% | +1,320+7.9% | Added |
| Whitener Capital Management, Inc. | 18,135 | $756.8K | 0.21% | +740+4.3% | Added |
| OneAscent Family Office, LLC | 18,168 | $758.0K | 0.71% | +10,000+122.4% | Added |
| Semmax Financial Advisors Inc. | 18,209 | $760.9K | 0.21% | +131+0.7% | Added |
| Versant Capital Management, Inc | 18,243 | $761.3K | 0.13% | +5,807+46.7% | Added |
| Vanguard Capital Wealth Advisors | 18,250 | $761.6K | 0.93% | −8,142−30.9% | Reduced |
| Investors Research Corp | 18,257 | $761.9K | 0.16% | −130−0.7% | Reduced |
| Humankind Investments LLC | 18,260 | $762.0K | 0.20% | +882+5.1% | Added |
| Onefund, LLC | 18,277 | $762.7K | 0.78% | +38+0.2% | Added |
| Clarendon Private LLC | 18,302 | $763.7K | 0.81% | +146+0.8% | Added |
| LVM Capital Management Ltd | 18,333 | $765.0K | 0.09% | −200−1.1% | Reduced |
| Tranquility Partners, LLC | 18,368 | $766.5K | 0.30% | +67+0.4% | Added |
| Burkett Financial Services, LLC | 18,440 | $769.5K | 0.31% | −253−1.4% | Reduced |
| WNY Asset Management, LLC | 18,450 | $769.9K | 0.09% | +3,313+21.9% | Added |
| Lathrop Investment Management Corp | 18,458 | $770.0K | 0.15% | +169+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 18,487 | $771.5K | 0.30% | −124−0.7% | Reduced |
| PFC Capital Group, Inc. | 18,508 | $772.0K | 0.39% | −3,468−15.8% | Reduced |
| Drive Wealth Management, LLC | 18,522 | $772.9K | 0.18% | −571−3.0% | Reduced |
| Cottage Street Advisors LLC | 18,529 | $773.2K | 0.39% | −270−1.4% | Reduced |
| B&L Asset Management LLC | 18,542 | $773.8K | 0.51% | +680+3.8% | Added |
| United Advisor Group, LLC | 18,546 | $773.9K | 0.16% | +426+2.4% | Added |
| Prentice Wealth Management LLC | 18,610 | $776.6K | 0.22% | +460+2.5% | Added |
| BluePath Capital Management, LLC | 18,683 | $779.7K | 0.81% | −7,436−28.5% | Reduced |
| Worth Financial Advisory Group, LLC | 18,711 | $780.8K | 0.50% | +151+0.8% | Added |
| JFS Wealth Advisors, LLC | 18,748 | $782.4K | 0.05% | +491+2.7% | Added |
| Mechanics Financial Corp | 18,770 | $783.3K | 0.36% | −50−0.3% | Reduced |
| Quantessence Capital LLC | 18,775 | $783.5K | 0.20% | −39,633−67.9% | Reduced |
| Van Cleef Asset Management,Inc | 18,783 | $783.8K | 0.09% | −152−0.8% | Reduced |
| Foster & Motley Inc | 18,801 | $785.0K | 0.05% | −1,054−5.3% | Reduced |
| WESPAC Advisors, LLC | 18,823 | $785.5K | 0.64% | −212−1.1% | Reduced |
| Allegheny Financial Group LTD | 18,831 | $785.9K | 0.20% | +905+5.0% | Added |
| JNBA Financial Advisors | 18,896 | $788.5K | 0.08% | −113−0.6% | Reduced |
| Calton & Associates, Inc. | 18,906 | $789.0K | 0.18% | +1,166+6.6% | Added |
| Impax Asset Management Group plc | 18,924 | $789.7K | 0.00% | +651+3.6% | Added |
| GW Henssler & Associates Ltd | 18,940 | $790.4K | 0.05% | +18,940 | New |
| Jordan Park Group LLC | 19,000 | $792.9K | 0.06% | 00.0% | Unchanged |
| Cypress Capital Group | 19,021 | $793.7K | 0.10% | −3,825−16.7% | Reduced |
| Carl P. Sherr & Co., LLC | 19,025 | $793.9K | 0.43% | +58+0.3% | Added |
| West Family Investments, Inc. | 19,026 | $794.0K | 0.30% | −1,641−7.9% | Reduced |
| Icapital Wealth LLC | 19,031 | $794.2K | 0.48% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19,104 | $797.0K | 0.07% | +19,086+106,033.3% | Added |
| X-Square Capital, LLC | 19,129 | $798.0K | 0.34% | +17+0.1% | Added |
| IPG Investment Advisors LLC | 19,150 | $799.1K | 0.18% | −11,078−36.6% | Reduced |
| Delta Financial Group, Inc. | 18,645 | $803.0K | 0.18% | −102−0.5% | Reduced |
| Zhang Financial LLC | 19,253 | $803.4K | 0.04% | −2,665−12.2% | Reduced |
| Finivi Inc. | 19,259 | $803.7K | 0.65% | −67−0.3% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 19,276 | $804.4K | 0.30% | −1,889−8.9% | Reduced |
| Circle Wealth Management, LLC | 19,294 | $805.1K | 0.02% | +278+1.5% | Added |
| Oakworth Capital, Inc. | 19,315 | $806.0K | 0.06% | +325+1.7% | Added |
| Waterfront Wealth Inc. | 19,338 | $807.0K | 0.20% | −314−1.6% | Reduced |
| Empirical Asset Management, LLC | 19,380 | $808.7K | 0.28% | −25,716−57.0% | Reduced |
| TFR Capital, LLC. | 19,392 | $809.2K | 0.34% | +9,031+87.2% | Added |
| Virtue Capital Management, LLC | 19,399 | $809.8K | 0.09% | +4,795+32.8% | Added |
| Gryphon Financial Partners LLC | 19,463 | $812.2K | 0.12% | +2,139+12.3% | Added |
| Valmark Advisers, Inc. | 19,500 | $813.7K | 0.01% | −333−1.7% | Reduced |
| Kearns & Associates LLC | 19,500 | $813.7K | 0.53% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 19,526 | $814.8K | 0.39% | −1,564−7.4% | Reduced |
| Capital Performance Advisors LLP | 19,572 | $816.7K | 0.18% | +5,877+42.9% | Added |
| Headinvest, LLC | 19,583 | $817.2K | 0.16% | −50−0.3% | Reduced |
| Stonebrook Private Inc. | 19,584 | $817.2K | 0.21% | +1,081+5.8% | Added |
| Greenline Partners, LLC | 19,613 | $818.5K | 0.12% | +353+1.8% | Added |
| Hohimer Wealth Management, LLC | 19,655 | $820.2K | 0.16% | +19,655 | New |
| Capital City Trust Co | 19,676 | $821.1K | 0.23% | −3,500−15.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 19,680 | $821.2K | 0.53% | +6,120+45.1% | Added |
| Peoples Bank | 19,682 | $821.3K | 0.54% | −935−4.5% | Reduced |
| SkyView Investment Advisors, LLC | 19,711 | $823.0K | 0.12% | +1,626+9.0% | Added |
| Evelyn Partners Asset Management Ltd | 19,836 | $827.8K | 0.23% | −22−0.1% | Reduced |
| Fortitude Family Office, LLC | 19,846 | $828.2K | 0.30% | −3,290−14.2% | Reduced |
| Evolution Wealth Advisors, LLC | 19,869 | $829.1K | 0.14% | +19,869 | New |
| Baldwin Investment Management, LLC | 19,900 | $830.4K | 0.10% | −20−0.1% | Reduced |