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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 37,984 | $1.59M | 0.14% | −295−0.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 38,071 | $1.59M | 0.15% | +3,495+10.1% | Added |
| Bridges Investment Management Inc | 38,271 | $1.60M | 0.02% | −2,598−6.4% | Reduced |
| Boomfish Wealth Group, LLC | 38,302 | $1.60M | 1.04% | +788+2.1% | Added |
| Quotient Wealth Partners, LLC | 38,336 | $1.60M | 0.05% | −235−0.6% | Reduced |
| MONECO Advisors, LLC | 38,363 | $1.60M | 0.17% | +887+2.4% | Added |
| Skopos Labs, Inc. | 38,391 | $1.60M | 0.35% | +5,211+15.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 38,404 | $1.60M | 0.49% | −249−0.6% | Reduced |
| IMA Wealth, Inc. | 38,410 | $1.60M | 0.19% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 38,471 | $1.61M | 0.61% | 00.0% | Unchanged |
| NBW Capital LLC | 38,660 | $1.61M | 0.36% | −257−0.7% | Reduced |
| Princeton Capital Management LLC | 38,680 | $1.61M | 0.57% | +1,553+4.2% | Added |
| Ewing Morris & Co. Investment Partners Ltd. | 26,879 | $1.61M | 0.51% | −1,296−4.6% | Reduced |
| Mach-1 Financial Group, Inc. | 38,708 | $1.62M | 0.48% | +32,377+511.4% | Added |
| Everhart Financial Group, Inc. | 38,717 | $1.62M | 0.22% | +1,726+4.7% | Added |
| Brown, Lisle/Cummings, Inc. | 38,882 | $1.62M | 0.47% | +256+0.7% | Added |
| Atlas Brown,Inc. | 38,898 | $1.62M | 0.57% | +308+0.8% | Added |
| Legacy Financial Advisors, Inc. | 38,931 | $1.62M | 0.27% | −354−0.9% | Reduced |
| Advisor OS, LLC | 39,085 | $1.63M | 0.19% | −1,137−2.8% | Reduced |
| Angeles Wealth Management, LLC | 39,087 | $1.63M | 0.14% | −263−0.7% | Reduced |
| Generation Capital Management LLC | 39,170 | $1.63M | 1.47% | −1,213−3.0% | Reduced |
| Cullen Investment Group, Ltd. | 39,178 | $1.63M | 0.25% | −65−0.2% | Reduced |
| May Barnhard Investments LLC | 39,183 | $1.64M | 0.82% | −60.0% | Reduced |
| Paradigm Financial Partners, LLC | 39,270 | $1.64M | 0.20% | +1,949+5.2% | Added |
| Integrated Investment Consultants, LLC | 39,317 | $1.64M | 0.33% | −30,145−43.4% | Reduced |
| Duncker Streett & Co Inc | 39,401 | $1.64M | 0.33% | −3,579−8.3% | Reduced |
| Silver Oak Securities, Inc | 39,885 | $1.65M | 0.15% | −2,357−5.6% | Reduced |
| Biltmore Family Office, LLC | 39,485 | $1.65M | 0.28% | +904+2.3% | Added |
| Stonegate Investment Group, LLC | 39,515 | $1.65M | 0.04% | +3,219+8.9% | Added |
| Carolinas Wealth Consulting LLC | 39,590 | $1.65M | 0.36% | −1,098−2.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 39,672 | $1.66M | 0.71% | −2,813−6.6% | Reduced |
| Keel Point, LLC | 39,751 | $1.66M | 0.13% | +3,479+9.6% | Added |
| Mfg Wealth Management, Inc. | 39,762 | $1.66M | 1.59% | +153+0.4% | Added |
| Centiva Capital, LP | 39,782 | $1.66M | 0.10% | +13,559+51.7% | Added |
| Krilogy Financial LLC | 39,982 | $1.67M | 0.11% | +6,194+18.3% | Added |
| Mosaic Family Wealth Partners, LLC | 39,985 | $1.67M | 0.24% | +2,531+6.8% | Added |
| Barbara Oil Co. | 40,000 | $1.67M | 0.68% | 00.0% | Unchanged |
| Baxter Bros Inc | 40,007 | $1.67M | 0.22% | +1,230+3.2% | Added |
| Legacy Capital Group California, Inc. | 40,055 | $1.67M | 0.58% | +16,886+72.9% | Added |
| Precedent Wealth Partners, LLC | 40,162 | $1.68M | 0.47% | +5,898+17.2% | Added |
| Greenfield Savings Bank | 40,209 | $1.68M | 0.82% | +262+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 40,222 | $1.68M | 0.95% | −400−1.0% | Reduced |
| Hikari Power Ltd | 40,240 | $1.68M | 0.13% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 40,249 | $1.68M | 0.46% | +1,605+4.2% | Added |
| HMS Capital Management, LLC | 47,273 | $1.68M | 0.93% | +41,168+674.3% | Added |
| Busey Wealth Management | 40,323 | $1.68M | 0.06% | −369−0.9% | Reduced |
| Shepherd Financial Partners LLC | 40,514 | $1.69M | 0.20% | +1,380+3.5% | Added |
| Weaver Capital Management LLC | 40,638 | $1.70M | 0.45% | +2,738+7.2% | Added |
| Ballast, Inc. | 40,784 | $1.70M | 0.48% | +29+0.1% | Added |
| Summit Asset Management, LLC | 40,786 | $1.70M | 0.29% | +7,001+20.7% | Added |
| Global Financial Private Client, LLC | 40,792 | $1.70M | 0.65% | +178+0.4% | Added |
| Asset Dedication, LLC | 40,794 | $1.70M | 0.14% | +61+0.1% | Added |
| BigSur Wealth Management LLC | 40,850 | $1.70M | 0.46% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 40,933 | $1.71M | 0.48% | +735+1.8% | Added |
| Brookwood Investment Group LLC | 41,117 | $1.72M | 0.29% | +41,117 | New |
| Bridgewater Advisors Inc. | 43,147 | $1.73M | 0.15% | +567+1.3% | Added |
| Howard Capital Management Inc. | 41,360 | $1.73M | 0.04% | −5,694−12.1% | Reduced |
| Sandy Spring Bank | 41,364 | $1.73M | 0.07% | −1,745−4.0% | Reduced |
| Exencial Wealth Advisors, LLC | 41,481 | $1.73M | 0.06% | −597−1.4% | Reduced |
| E&G Advisors, LP | 41,494 | $1.73M | 0.49% | +930+2.3% | Added |
| Ethos Financial Group, LLC | 40,598 | $1.73M | 0.17% | +31,948+369.3% | Added |
| Longfellow Investment Management Co LLC | 41,568 | $1.73M | 0.42% | +6,432+18.3% | Added |
| Lecap Asset Management Ltd | 41,609 | $1.74M | 0.41% | +41,609 | New |
| Sterling Capital Management LLC | 41,847 | $1.75M | 0.03% | +70+0.2% | Added |
| Coastline Trust Co | 42,117 | $1.76M | 0.22% | +513+1.2% | Added |
| RB Capital Management, LLC | 42,121 | $1.76M | 0.43% | +459+1.1% | Added |
| Westside Investment Management, Inc. | 42,191 | $1.76M | 0.37% | +149+0.4% | Added |
| Boston Trust Walden Corp | 42,162 | $1.76M | 0.01% | +2,954+7.5% | Added |
| Investment Advisory Services Inc | 42,173 | $1.76M | 0.64% | +42+0.1% | Added |
| Brady Family Wealth, LLC | 42,348 | $1.77M | 0.57% | −1,509−3.4% | Reduced |
| Visionary Wealth Advisors | 42,424 | $1.77M | 0.11% | +169+0.4% | Added |
| Catalyst Funds Management Pty Ltd | 42,480 | $1.77M | 0.46% | −16,520−28.0% | Reduced |
| Gratus Wealth Advisors, LLC | 42,598 | $1.78M | 0.29% | +110.0% | Added |
| White Pine Capital LLC | 42,603 | $1.78M | 0.62% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 42,659 | $1.78M | 0.26% | +42,659 | New |
| Aventura Private Wealth, LLC | 42,818 | $1.79M | 0.94% | +1,646+4.0% | Added |
| Qsemble Capital Management, LP | 42,914 | $1.79M | 0.19% | +42,914 | New |
| Engineers Gate Manager LP | 42,943 | $1.79M | 0.03% | −106,718−71.3% | Reduced |
| Mendel Money Management | 42,987 | $1.79M | 0.85% | −1,345−3.0% | Reduced |
| Financial Partners Group, LLC | 43,048 | $1.80M | 0.78% | −4,345−9.2% | Reduced |
| Premier Path Wealth Partners, LLC | 43,131 | $1.80M | 0.28% | −1,500−3.4% | Reduced |
| KPP Advisory Services LLC | 43,179 | $1.80M | 0.34% | +13,300+44.5% | Added |
| Robertson Stephens Wealth Management, LLC | 43,209 | $1.80M | 0.07% | −194,260−81.8% | Reduced |
| Falcon Wealth Planning | 43,327 | $1.81M | 0.20% | +443+1.0% | Added |
| Martin & Co Inc | 43,334 | $1.81M | 0.35% | +129+0.3% | Added |
| Fort Sheridan Advisors LLC | 43,377 | $1.81M | 0.27% | +20.0% | Added |
| IMS Capital Management | 43,491 | $1.81M | 0.91% | −174−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 43,730 | $1.82M | 0.25% | +27,484+169.2% | Added |
| First Horizon Advisors, Inc. | 44,042 | $1.84M | 0.05% | −6,177−12.3% | Reduced |
| Chicago Partners Investment Group LLC | 44,928 | $1.84M | 0.06% | −232−0.5% | Reduced |
| Investors Asset Management of Georgia Inc | 44,119 | $1.84M | 0.93% | −1,245−2.7% | Reduced |
| CRA Financial Services, LLC | 44,188 | $1.84M | 0.32% | +869+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 44,272 | $1.85M | 0.04% | −2,715−5.8% | Reduced |
| Cobblestone Capital Advisors LLC | 44,273 | $1.85M | 0.10% | −8,497−16.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 44,303 | $1.85M | 0.30% | −2,382−5.1% | Reduced |
| Oarsman Capital, Inc. | 44,338 | $1.85M | 0.33% | −443−1.0% | Reduced |
| Appleton Partners Inc | 44,384 | $1.85M | 0.14% | −234,360−84.1% | Reduced |
| Aviso Financial Inc. | 44,432 | $1.85M | 0.09% | +1,344+3.1% | Added |
| AMG National Trust Bank | 44,564 | $1.86M | 0.05% | +1,412+3.3% | Added |
| Sierra Summit Advisors LLC | 44,648 | $1.86M | 0.40% | +16,237+57.2% | Added |