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 |
|---|---|---|---|---|---|
| CFS Investment Advisory Services, LLC | 32,194 | $1.34M | 0.12% | +591+1.9% | Added |
| Connecticut Wealth Management, LLC | 32,219 | $1.34M | 0.07% | −2,312−6.7% | Reduced |
| US Asset Management LLC | 32,355 | $1.35M | 1.29% | −134−0.4% | Reduced |
| First National Bank Sioux Falls | 32,438 | $1.35M | 0.55% | 00.0% | Unchanged |
| Anb Bank | 32,627 | $1.36M | 0.61% | −1,535−4.5% | Reduced |
| Blueprint Investment Partners LLC | 32,705 | $1.36M | 0.25% | −1,906−5.5% | Reduced |
| Quent Capital, LLC | 32,707 | $1.36M | 0.14% | −89−0.3% | Reduced |
| Alta Advisers Ltd | 32,856 | $1.37M | 0.58% | +10,800+49.0% | Added |
| Synergy Financial Management, LLC | 32,864 | $1.37M | 0.17% | +9,172+38.7% | Added |
| Proffitt & Goodson Inc | 32,934 | $1.37M | 0.23% | −10.0% | Reduced |
| VELA Investment Management, LLC | 32,942 | $1.37M | 0.47% | 00.0% | Unchanged |
| Gs Investments, Inc. | 33,153 | $1.38M | 0.65% | −335−1.0% | Reduced |
| Mondrian Investment Partners LTD | 33,153 | $1.38M | 0.02% | +2,246+7.3% | Added |
| Haverford Trust Co | 33,200 | $1.39M | 0.01% | −993−2.9% | Reduced |
| Catalyst Financial Partners LLC | 33,224 | $1.39M | 0.26% | +1,421+4.5% | Added |
| Csenge Advisory Group | 37,411 | $1.40M | 0.08% | −7,112−16.0% | Reduced |
| Murphy Pohlad Asset Management LLC | 33,577 | $1.40M | 0.59% | −2,300−6.4% | Reduced |
| Gilman Hill Asset Management, LLC | 33,588 | $1.40M | 0.24% | +54+0.2% | Added |
| Founders Financial Alliance, LLC | 31,218 | $1.41M | 0.34% | −467−1.5% | Reduced |
| 111 Capital | 33,930 | $1.42M | 0.27% | −42,482−55.6% | Reduced |
| City Holding Co | 33,963 | $1.42M | 0.20% | +2,426+7.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,962 | $1.42M | 0.16% | −812−2.3% | Reduced |
| Raelipskie Partnership | 34,037 | $1.42M | 0.73% | −99−0.3% | Reduced |
| Paradigm Capital Management, LLC | 34,083 | $1.42M | 1.45% | −1,924−5.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 34,112 | $1.42M | 0.21% | +334+1.0% | Added |
| Flagship Harbor Advisors, LLC | 34,157 | $1.43M | 0.07% | +271+0.8% | Added |
| WBH Advisory Inc | 34,253 | $1.43M | 0.13% | +1,877+5.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 34,275 | $1.43M | 0.60% | −2,637−7.1% | Reduced |
| Pure Financial Advisors, Inc. | 34,287 | $1.43M | 0.03% | +2,858+9.1% | Added |
| LRI Investments, LLC | 34,318 | $1.43M | 0.14% | −1,881−5.2% | Reduced |
| Campbell Newman Asset Management Inc | 34,350 | $1.43M | 0.12% | 00.0% | Unchanged |
| GTS Securities LLC | 34,476 | $1.44M | 0.06% | −49,130−58.8% | Reduced |
| Earnest Partners LLC | 34,603 | $1.44M | 0.01% | −688−1.9% | Reduced |
| Iams Wealth Management, LLC | 34,614 | $1.44M | 0.66% | +2,321+7.2% | Added |
| Fee-Only Financial Planning, L.C. | 34,617 | $1.44M | 0.99% | −300−0.9% | Reduced |
| Transatlantique Private Wealth LLC | 34,624 | $1.44M | 0.58% | +6,779+24.3% | Added |
| Cornercap Investment Counsel Inc | 34,683 | $1.45M | 0.76% | +34,683 | New |
| Johnson & White Wealth Management, LLC | 34,705 | $1.45M | 0.81% | +19+0.1% | Added |
| Wealth Management Associates, Inc. | 34,700 | $1.45M | 0.62% | −110.0% | Reduced |
| Canopy Partners, LLC | 34,718 | $1.45M | 0.56% | +1,479+4.4% | Added |
| Aspen Investment Management Inc | 34,720 | $1.45M | 0.67% | +370+1.1% | Added |
| MeadowBrook Investment Advisors LLC | 34,842 | $1.45M | 1.36% | −400−1.1% | Reduced |
| Orca Wealth Management, LLC | 34,917 | $1.46M | 1.30% | −46−0.1% | Reduced |
| Meridian Wealth Management, LLC | 34,961 | $1.46M | 0.07% | +3,185+10.0% | Added |
| Cape Ann Savings Bank | 34,994 | $1.46M | 0.92% | −230−0.7% | Reduced |
| Allen Capital Group, LLC | 35,120 | $1.47M | 0.17% | +1,264+3.7% | Added |
| Aviance Capital Partners, LLC | 35,134 | $1.47M | 0.21% | −1,148−3.2% | Reduced |
| IFC Advisors LLC | 35,138 | $1.47M | 0.31% | −38−0.1% | Reduced |
| Mill Capital Management, LLC | 35,152 | $1.47M | 0.12% | +697+2.0% | Added |
| Mathes Company, Inc. | 35,200 | $1.47M | 0.60% | −1,700−4.6% | Reduced |
| Wall Street Access Asset Management, LLC | 35,205 | $1.47M | 0.59% | −610−1.7% | Reduced |
| Brown Financial Advisors | 35,220 | $1.47M | 0.61% | +3,629+11.5% | Added |
| Chancellor Financial Group WB LP | 35,336 | $1.47M | 1.23% | −862−2.4% | Reduced |
| Advisory Research Inc | 35,361 | $1.48M | 0.26% | −1,682−4.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 35,455 | $1.48M | 0.43% | +18,580+110.1% | Added |
| Fiduciary Family Office, LLC | 35,569 | $1.48M | 0.49% | +35,569 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 39,819 | $1.49M | 0.61% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 35,831 | $1.50M | 0.07% | +2,906+8.8% | Added |
| Ramirez Asset Management, Inc. | 35,864 | $1.50M | 0.31% | −6,166−14.7% | Reduced |
| Creative Financial Designs Inc | 35,904 | $1.50M | 0.12% | −121,808−77.2% | Reduced |
| EverSource Wealth Advisors, LLC | 36,059 | $1.50M | 0.08% | −14,479−28.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 36,100 | $1.51M | 0.96% | −15,179−29.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 36,134 | $1.51M | 0.87% | −51,751−58.9% | Reduced |
| Lake Street Financial LLC | 36,207 | $1.51M | 0.25% | −822−2.2% | Reduced |
| TLWM | 36,262 | $1.51M | 0.30% | +184+0.5% | Added |
| Pasadena Private Wealth, LLC | 36,266 | $1.51M | 0.29% | +2,759+8.2% | Added |
| SkyOak Wealth, LLC | 36,320 | $1.52M | 0.33% | −290−0.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 36,329 | $1.52M | 0.47% | −886−2.4% | Reduced |
| Catalytic Wealth RIA, LLC | 36,358 | $1.52M | 0.28% | +629+1.8% | Added |
| FLC Capital Advisors | 36,407 | $1.52M | 0.34% | −999−2.7% | Reduced |
| GM Advisory Group, Inc. | 36,509 | $1.52M | 0.08% | +1,204+3.4% | Added |
| Signal Advisors Wealth, LLC | 36,521 | $1.52M | 0.15% | +2,613+7.7% | Added |
| Agp Franklin, LLC | 40,134 | $1.52M | 0.94% | +4,840+13.7% | Added |
| Millennium Capital Advisors, LLC | 36,626 | $1.53M | 1.13% | +90.0% | Added |
| Blue Edge Capital, LLC | 36,630 | $1.53M | 0.25% | 00.0% | Unchanged |
| Burney Co | 36,725 | $1.53M | 0.06% | −8,874−19.5% | Reduced |
| IFG Advisory, LLC | 36,767 | $1.53M | 0.09% | +4,582+14.2% | Added |
| Bayview Asset Management, LLC | 36,800 | $1.54M | 1.72% | +36,800 | New |
| Wrapmanager Inc | 36,815 | $1.54M | 0.40% | −17,420−32.1% | Reduced |
| Aspiriant, LLC | 36,825 | $1.54M | 0.05% | +547+1.5% | Added |
| Personal Cfo Solutions, LLC | 36,838 | $1.54M | 0.31% | +2,779+8.2% | Added |
| Breakwater Capital Group | 36,884 | $1.54M | 0.27% | −1,023−2.7% | Reduced |
| NCP Inc. | 36,936 | $1.54M | 2.08% | +100.0% | Added |
| Key Client Fiduciary Advisors, LLC | 36,942 | $1.54M | 0.71% | −310−0.8% | Reduced |
| Smithfield Trust Co | 36,924 | $1.54M | 0.08% | −1,468−3.8% | Reduced |
| Arvest Investments, Inc. | 37,180 | $1.55M | 0.24% | −7,153−16.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 37,345 | $1.56M | 0.41% | −1,592−4.1% | Reduced |
| Sovereign Financial Group, Inc. | 37,494 | $1.56M | 0.36% | −197−0.5% | Reduced |
| Old Mission Investment Co LLC | 37,567 | $1.57M | 0.47% | +2,597+7.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 37,567 | $1.57M | 0.03% | +5,528+17.3% | Added |
| Schulhoff & Co Inc | 37,572 | $1.57M | 0.69% | −237−0.6% | Reduced |
| Howland Capital Management LLC | 37,668 | $1.57M | 0.07% | −150.0% | Reduced |
| Coppell Advisory Solutions LLC | 39,338 | $1.57M | 0.23% | −8,064−17.0% | Reduced |
| VCI Wealth Management LLC | 37,715 | $1.57M | 0.66% | −304−0.8% | Reduced |
| Mather Group, LLC. | 37,717 | $1.57M | 0.02% | +2,582+7.3% | Added |
| Mechanics Bank Trust Department | 37,752 | $1.58M | 0.21% | +6,854+22.2% | Added |
| SeaCrest Wealth Management, LLC | 37,845 | $1.58M | 0.18% | −1,649−4.2% | Reduced |
| Altshuler Shaham Ltd | 37,898 | $1.58M | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 37,904 | $1.58M | 0.59% | −3,310−8.0% | Reduced |
| Bridgefront Capital, LLC | 37,914 | $1.58M | 0.46% | +37,914 | New |