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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Atom Investors LP | 19,908 | $830.8K | 0.10% | −87,461−81.5% | Reduced |
| Harmony Asset Management LLC | 19,929 | $831.6K | 0.35% | +3,595+22.0% | Added |
| Inspirion Wealth Advisors, LLC | 19,940 | $832.1K | 0.12% | +1,319+7.1% | Added |
| Bank of Jackson Hole Trust | 18,053 | $832.2K | 0.54% | +257+1.4% | Added |
| Opinicus Capital, Inc. | 19,948 | $832.4K | 0.74% | −127−0.6% | Reduced |
| Chicago Capital, LLC | 19,959 | $832.9K | 0.02% | +4,450+28.7% | Added |
| MSA Advisors, LLC | 20,000 | $834.6K | 0.21% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20,000 | $834.6K | 0.45% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 20,000 | $834.6K | 0.08% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 20,000 | $834.6K | 1.43% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 20,000 | $835.0K | 0.61% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 20,027 | $835.7K | 0.46% | 00.0% | Unchanged |
| Tudor Financial Inc. | 20,040 | $836.3K | 0.50% | −206−1.0% | Reduced |
| Soltis Investment Advisors LLC | 20,106 | $839.0K | 0.07% | +989+5.2% | Added |
| Steele Capital Management, Inc. | 20,107 | $839.1K | 0.04% | −1,330−6.2% | Reduced |
| HF Advisory Group, LLC | 20,116 | $839.4K | 0.37% | +1,023+5.4% | Added |
| West Paces Advisors Inc. | 20,129 | $840.0K | 0.19% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 20,132 | $840.1K | 0.30% | +1,853+10.1% | Added |
| Leigh Baldwin & Co., LLC | 20,133 | $840.2K | 0.68% | −316−1.5% | Reduced |
| Leisure Capital Management | 20,147 | $840.7K | 0.34% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 20,150 | $840.9K | 0.07% | +475+2.4% | Added |
| Marshall Financial Group LLC | 20,182 | $842.2K | 0.18% | −504−2.4% | Reduced |
| Crew Capital Management, Ltd. | 20,252 | $845.1K | 0.69% | +100+0.5% | Added |
| Petros Family Wealth, LLC | 20,324 | $848.1K | 0.94% | +3,575+21.3% | Added |
| Columbia Asset Management | 20,341 | $848.8K | 0.17% | −1,757−8.0% | Reduced |
| Farringdon Capital, Ltd. | 20,343 | $848.9K | 0.43% | +20,343 | New |
| Omnia Family Wealth, LLC | 20,352 | $849.3K | 0.36% | +1,325+7.0% | Added |
| Purkiss Capital Advisors LLC | 20,383 | $850.6K | 0.64% | +8,152+66.7% | Added |
| Wendell David Associates Inc | 20,385 | $851.0K | 0.08% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 20,429 | $852.5K | 0.24% | +534+2.7% | Added |
| Parisi Gray Wealth Management | 20,441 | $853.0K | 0.28% | +51+0.3% | Added |
| Meriwether Wealth & Planning, LLC | 20,441 | $853.0K | 0.56% | +2,868+16.3% | Added |
| Councilmark Asset Management, LLC | 20,474 | $854.4K | 0.58% | 00.0% | Unchanged |
| Advisor Resource Council | 21,205 | $855.7K | 0.07% | +21,205 | New |
| Driehaus Capital Management LLC | 20,577 | $858.7K | 0.01% | −5,037−19.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,581 | $858.8K | 0.02% | +6,226+43.4% | Added |
| QV Investors Inc. | 20,580 | $859.0K | 0.09% | −122,660−85.6% | Reduced |
| Aspire Private Capital, LLC | 20,616 | $860.3K | 0.21% | +35+0.2% | Added |
| Cardinal Point Capital Management, ULC | 20,641 | $861.4K | 0.08% | +20,641 | New |
| Capital Planning Advisors, LLC | 20,681 | $863.0K | 0.13% | +3,737+22.1% | Added |
| FourThought Financial Partners, LLC | 20,716 | $864.5K | 0.09% | −203−1.0% | Reduced |
| Stableford Capital II LLC | 23,147 | $865.9K | 0.37% | −617−2.6% | Reduced |
| PFW Advisors LLC | 20,796 | $867.8K | 0.27% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 20,859 | $870.4K | 0.07% | +170+0.8% | Added |
| Operose Advisors LLC | 20,903 | $872.3K | 0.29% | +2,229+11.9% | Added |
| Heritage Wealth Management, Inc. | 20,929 | $873.4K | 0.30% | +372+1.8% | Added |
| Tikehau Investment Management | 20,943 | $874.0K | 1.35% | +20,943 | New |
| Centennial Bank | 20,976 | $875.3K | 0.42% | −155−0.7% | Reduced |
| McIlrath & Eck, LLC | 20,995 | $876.1K | 0.11% | +723+3.6% | Added |
| Old Point Trust & Financial Services N A | 20,998 | $876.2K | 0.31% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 23,616 | $877.3K | 0.38% | −1,324−5.3% | Reduced |
| YHB Investment Advisors, Inc. | 21,054 | $878.6K | 0.07% | +769+3.8% | Added |
| Finer Wealth Management, Inc. | 21,079 | $879.6K | 0.53% | −921−4.2% | Reduced |
| Barrett & Company, Inc. | 21,133 | $881.9K | 0.38% | +40.0% | Added |
| Caldwell Sutter Capital, Inc. | 21,161 | $883.0K | 0.42% | +788+3.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 21,201 | $884.7K | 0.46% | +122+0.6% | Added |
| Hickory Point Bank & Trust | 21,213 | $885.2K | 0.78% | +645+3.1% | Added |
| Magnus Financial Group LLC | 21,241 | $886.4K | 0.09% | +122+0.6% | Added |
| Skyline Advisors, Inc. | 21,337 | $890.4K | 0.35% | +315+1.5% | Added |
| Aft, Forsyth & Sober, LLC | 21,440 | $894.7K | 0.31% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 21,465 | $895.7K | 0.07% | +1,213+6.0% | Added |
| BIP Wealth, LLC | 21,491 | $896.8K | 0.06% | −892−4.0% | Reduced |
| Emprise Bank | 21,535 | $898.7K | 0.48% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 39,884 | $901.0K | 0.02% | +4,755+13.5% | Added |
| RFG - Bristol Wealth Advisors, LLC | 21,591 | $901.0K | 0.30% | −589−2.7% | Reduced |
| Cromwell Holdings LLC | 21,604 | $901.5K | 0.58% | 00.0% | Unchanged |
| ERn Financial, LLC | 21,663 | $904.0K | 0.14% | −316−1.4% | Reduced |
| Key Financial Inc | 21,719 | $906.3K | 0.20% | −1,485−6.4% | Reduced |
| Cercano Management LLC | 21,750 | $907.6K | 0.03% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 21,802 | $909.8K | 1.14% | +21,802 | New |
| Callan Capital, LLC | 21,824 | $910.7K | 0.07% | +237+1.1% | Added |
| Edge Wealth Management LLC | 21,827 | $910.9K | 0.18% | −499−2.2% | Reduced |
| Caas Capital Management LP | 21,876 | $912.9K | 0.43% | −2,133−8.9% | Reduced |
| Sound Income Strategies, LLC | 21,883 | $913.2K | 0.05% | −1,276−5.5% | Reduced |
| Citadel Investment Advisory, Inc. | 21,895 | $914.0K | 0.45% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 21,964 | $916.6K | 0.08% | +242+1.1% | Added |
| FSB Premier Wealth Management, Inc. | 21,988 | $917.6K | 0.36% | +2,002+10.0% | Added |
| Fullerton Fund Management Co Ltd. | 21,991 | $917.7K | 0.06% | +21,991 | New |
| Financial Advocates Investment Management | 22,048 | $920.1K | 0.06% | −8,552−27.9% | Reduced |
| Fishman Jay A Ltd | 22,142 | $924.0K | 0.10% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 22,196 | $926.3K | 0.12% | +5,489+32.9% | Added |
| Roman Butler Fullerton & Co | 24,489 | $930.3K | 0.36% | +442+1.8% | Added |
| Mairs & Power Inc | 22,342 | $932.3K | 0.01% | −250−1.1% | Reduced |
| Westmount Partners, LLC | 22,364 | $933.2K | 0.28% | −81−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 22,320 | $934.1K | 0.26% | +66+0.3% | Added |
| RMR Wealth Builders | 22,432 | $936.1K | 0.10% | −2,247−9.1% | Reduced |
| Naples Global Advisors, LLC | 22,438 | $936.3K | 0.09% | −204−0.9% | Reduced |
| Wealth Effects LLC | 22,537 | $940.5K | 0.40% | +796+3.7% | Added |
| Sentinel Trust Co Lba | 22,620 | $944.0K | 0.11% | −5,285−18.9% | Reduced |
| Rogco, LP | 22,623 | $944.1K | 0.38% | +3,012+15.4% | Added |
| Clark Wealth Partners | 22,634 | $944.5K | 0.70% | +21+0.1% | Added |
| Insight Advisors, LLC | 22,651 | $945.2K | 0.17% | +99+0.4% | Added |
| Pitti Group Wealth Management, LLC | 22,730 | $948.5K | 0.97% | +28+0.1% | Added |
| Algert Global LLC | 22,757 | $949.6K | 0.02% | +1,800+8.6% | Added |
| Transce3nd, LLC | 22,833 | $951.2K | 0.42% | −759−3.2% | Reduced |
| BEAM Asset Management, LLC | 22,820 | $952.3K | 0.32% | +458+2.0% | Added |
| TruWealth Advisors, LLC | 22,822 | $952.4K | 0.06% | −2,001−8.1% | Reduced |
| Fiduciary Advisors, Inc. | 22,826 | $952.5K | 0.94% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 22,852 | $953.6K | 0.57% | +400+1.8% | Added |
| BLB&B Advisors, LLC | 22,934 | $957.0K | 0.05% | −2,289−9.1% | Reduced |