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 |
|---|---|---|---|---|---|
| Buttonwood Financial Advisors Inc. | 27,114 | $1.13M | 0.50% | −1,372−4.8% | Reduced |
| Samalin Investment Counsel, LLC | 27,117 | $1.13M | 0.46% | −152−0.6% | Reduced |
| David Loasby | 31,586 | $1.13M | 0.11% | −398−1.2% | Reduced |
| Strategic Investment Advisors | 27,144 | $1.13M | 0.12% | +810+3.1% | Added |
| Heritage Wealth Advisors | 27,171 | $1.13M | 0.06% | −528−1.9% | Reduced |
| GFG Capital, LLC | 27,265 | $1.14M | 0.35% | −38−0.1% | Reduced |
| Rappaport Reiches Capital Management, LLC | 27,355 | $1.14M | 0.29% | +1,482+5.7% | Added |
| Hendershot Investments Inc. | 27,370 | $1.14M | 0.16% | 00.0% | Unchanged |
| Souders Financial Advisors | 27,417 | $1.14M | 0.16% | −7,253−20.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 27,431 | $1.14M | 0.53% | −117−0.4% | Reduced |
| Horrell Capital Management, Inc. | 27,520 | $1.15M | 0.48% | +173+0.6% | Added |
| Liberty Wealth Management LLC | 27,547 | $1.15M | 0.22% | +548+2.0% | Added |
| Single Point Partners, LLC | 27,631 | $1.15M | 0.27% | +20,827+306.1% | Added |
| Welch Group, LLC | 28,011 | $1.16M | 0.05% | −6,689−19.3% | Reduced |
| Paragon Capital Management LLC | 27,765 | $1.16M | 0.66% | −1,152−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 27,790 | $1.16M | 0.03% | +146+0.5% | Added |
| Integral Investment Advisors, Inc. | 27,919 | $1.17M | 0.37% | +660+2.4% | Added |
| Coastwise Capital Group, LLC | 27,937 | $1.17M | 0.98% | −12,917−31.6% | Reduced |
| Venturi Wealth Management, LLC | 27,942 | $1.17M | 0.06% | +1,299+4.9% | Added |
| Bouchey Financial Group Ltd | 27,956 | $1.17M | 0.11% | −180−0.6% | Reduced |
| North Forty Two & Co. | 27,983 | $1.17M | 1.29% | −500−1.8% | Reduced |
| Florida Financial Advisors, LLC | 28,168 | $1.17M | 0.46% | +10,519+59.6% | Added |
| Buckhead Capital Management LLC | 28,135 | $1.17M | 0.38% | −56−0.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 28,173 | $1.18M | 0.08% | −786−2.7% | Reduced |
| PDS Planning, Inc | 28,176 | $1.18M | 0.10% | +1,913+7.3% | Added |
| Keystone Financial Group | 28,258 | $1.18M | 0.12% | −1,284−4.3% | Reduced |
| Aviso Wealth Management | 28,270 | $1.18M | 0.63% | +1,521+5.7% | Added |
| Sunbelt Securities, Inc. | 28,348 | $1.18M | 0.11% | −1,364−4.6% | Reduced |
| Voya Financial Advisors, Inc. | 28,702 | $1.18M | 0.13% | +279+1.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 28,502 | $1.19M | 0.20% | +2,706+10.5% | Added |
| Y.D. More Investments Ltd | 28,518 | $1.19M | 0.10% | +993+3.6% | Added |
| Diversified Enterprises, LLC | 28,539 | $1.19M | 0.10% | +5,790+25.5% | Added |
| Chesapeake Wealth Management | 28,714 | $1.20M | 0.43% | +586+2.1% | Added |
| Apriem Advisors | 28,824 | $1.20M | 0.14% | +117+0.4% | Added |
| Sweeney & Michel, LLC | 34,343 | $1.20M | 0.53% | +34,343 | New |
| Hobbs Group Advisors, LLC | 28,882 | $1.21M | 0.46% | +92+0.3% | Added |
| CMG Global Holdings, LLC | 30,489 | $1.21M | 0.79% | −17,627−36.6% | Reduced |
| Clear Harbor Asset Management, LLC | 28,939 | $1.21M | 0.10% | +1,455+5.3% | Added |
| Prudent Man Advisors, LLC | 28,949 | $1.21M | 0.44% | +789+2.8% | Added |
| Little House Capital LLC | 28,997 | $1.21M | 0.33% | −207−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 29,016 | $1.21M | 0.09% | +8,495+41.4% | Added |
| Augustine Asset Management Inc | 29,105 | $1.21M | 0.35% | +1,073+3.8% | Added |
| LVW Advisors, LLC | 29,129 | $1.22M | 0.15% | −2,455−7.8% | Reduced |
| Wealth Architects, LLC | 29,168 | $1.22M | 0.13% | +192+0.7% | Added |
| Next Level Private LLC | 29,191 | $1.22M | 0.45% | −75−0.3% | Reduced |
| StoneX Group Inc. | 29,252 | $1.22M | 0.07% | −1,267−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 29,299 | $1.22M | 0.24% | −30.0% | Reduced |
| Oder Investment Management, LLC | 29,406 | $1.23M | 1.04% | −40−0.1% | Reduced |
| Aprio Wealth Management, LLC | 29,429 | $1.23M | 0.15% | −1,134−3.7% | Reduced |
| Trust Point Inc. | 29,490 | $1.23M | 0.11% | −9,449−24.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,703 | $1.24M | 0.10% | −41,633−58.4% | Reduced |
| Alpha Omega Wealth Management LLC | 29,716 | $1.24M | 0.24% | +4,540+18.0% | Added |
| Navalign, LLC | 29,736 | $1.24M | 0.35% | −418−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 28,278 | $1.24M | 0.10% | 00.0% | Unchanged |
| First PREMIER Bank | 29,950 | $1.25M | 0.32% | −385−1.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 29,958 | $1.25M | 0.03% | +7,993+36.4% | Added |
| Harbour Investments, Inc. | 29,965 | $1.25M | 0.04% | +735+2.5% | Added |
| Safe Harbor Fiduciary, LLC | 29,978 | $1.25M | 1.29% | −189−0.6% | Reduced |
| Ayalon Holdings Ltd. | 30,009 | $1.25M | 0.40% | +4,490+17.6% | Added |
| Cowa, LLC | 30,030 | $1.25M | 0.54% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30,136 | $1.26M | 0.61% | −1,940−6.0% | Reduced |
| Tectonic Advisors LLC | 30,145 | $1.26M | 0.08% | +1,146+4.0% | Added |
| Paragon Financial Partners, Inc. | 30,284 | $1.26M | 0.99% | +48+0.2% | Added |
| Winthrop Advisory Group LLC | 30,307 | $1.26M | 0.15% | −2,557−7.8% | Reduced |
| RiverFront Investment Group, LLC | 30,384 | $1.27M | 0.03% | +3,031+11.1% | Added |
| Kidder Stephen W | 30,390 | $1.27M | 0.40% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 35,332 | $1.27M | 0.24% | +4,422+14.3% | Added |
| Kovack Advisors, Inc. | 30,480 | $1.27M | 0.13% | −275−0.9% | Reduced |
| NCM Capital Management, LLC | 30,483 | $1.27M | 0.57% | 00.0% | Unchanged |
| Strategic Advisors LLC | 30,655 | $1.28M | 0.25% | −374−1.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 30,725 | $1.28M | 0.09% | −1,936−5.9% | Reduced |
| Woodward Diversified Capital, LLC | 30,835 | $1.29M | 0.91% | +486+1.6% | Added |
| Aurora Private Wealth, Inc. | 30,973 | $1.29M | 1.03% | +93+0.3% | Added |
| First National Bank & Trust Co of Newtown | 31,006 | $1.29M | 0.27% | −1,536−4.7% | Reduced |
| Accent Capital Management, LLC | 31,000 | $1.29M | 0.75% | 00.0% | Unchanged |
| Concord Wealth Partners | 31,162 | $1.30M | 0.21% | +1,017+3.4% | Added |
| Community Bank & Trust, Waco, Texas | 31,181 | $1.30M | 0.31% | −200−0.6% | Reduced |
| Nilsine Partners, LLC | 31,191 | $1.30M | 0.14% | −550−1.7% | Reduced |
| Gladius Capital Management LP | 31,294 | $1.31M | 1.29% | +487+1.6% | Added |
| Triad Wealth Partners, LLC | 31,340 | $1.31M | 0.41% | +20,729+195.4% | Added |
| Smith Thornton Advisors LLC | 31,380 | $1.31M | 0.82% | −140−0.4% | Reduced |
| Tempus Wealth Planning, LLC | 31,391 | $1.31M | 0.39% | +51+0.2% | Added |
| Colonial River Wealth Management, LLC | 31,497 | $1.31M | 0.72% | −11,113−26.1% | Reduced |
| Journey Strategic Wealth LLC | 31,535 | $1.32M | 0.05% | +129+0.4% | Added |
| Gateway Wealth Partners, LLC | 31,539 | $1.32M | 0.30% | −7,682−19.6% | Reduced |
| Monterey Private Wealth, Inc. | 31,580 | $1.32M | 0.39% | −2,188−6.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 31,584 | $1.32M | 0.17% | −4,820−13.2% | Reduced |
| Colonial Trust Advisors | 31,603 | $1.32M | 0.12% | −384−1.2% | Reduced |
| Savvy Advisors, Inc. | 31,661 | $1.32M | 0.13% | +16,863+114.0% | Added |
| SPC Financial, Inc. | 31,690 | $1.32M | 0.12% | −287−0.9% | Reduced |
| CX Institutional | 31,711 | $1.32M | 0.05% | −1,457−4.4% | Reduced |
| Avidian Wealth Solutions, LLC | 31,741 | $1.32M | 0.06% | +248+0.8% | Added |
| Curated Wealth Partners LLC | 31,803 | $1.33M | 0.17% | −556−1.7% | Reduced |
| Wealth Alliance | 31,832 | $1.33M | 0.16% | +6,218+24.3% | Added |
| Dunhill Financial, LLC | 31,881 | $1.33M | 0.61% | −363−1.1% | Reduced |
| Morningstar Investment Services LLC | 32,012 | $1.34M | 0.24% | −30,293−48.6% | Reduced |
| Advisory Alpha, LLC | 32,021 | $1.34M | 0.05% | +3,506+12.3% | Added |
| Prairiewood Capital, LLC | 32,120 | $1.34M | 0.55% | −2,596−7.5% | Reduced |
| Sage Investment Counsel LLC | 32,166 | $1.34M | 1.70% | −10,339−24.3% | Reduced |
| Kathmere Capital Management, LLC | 32,170 | $1.34M | 0.11% | −1,645−4.9% | Reduced |