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
- 3,215
- −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
- 1,378 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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 744 | $31.0K | 0.01% | −424−36.3% | Reduced |
| Battery Global Advisors, LLC | 748 | $31.2K | 0.02% | +4+0.5% | Added |
| Granite FO LLC | 772 | $32.2K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $32.3K | 0.01% | −72−8.5% | Reduced |
| Spurstone Advisory Services, LLC | 780 | $32.5K | 0.63% | 00.0% | Unchanged |
| Robinswood Financial LLC | 795 | $33.2K | 0.01% | +760+2,171.4% | Added |
| Morgan Dempsey Capital Management LLC | 800 | $33.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 821 | $34.3K | 0.00% | +4+0.5% | Added |
| Red Tortoise LLC | 830 | $34.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 797 | $35.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 846 | $35.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 862 | $36.0K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 884 | $36.9K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 897 | $37.4K | 0.09% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 914 | $38.1K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 937 | $39.1K | 0.03% | +937 | New |
| Retirement Wealth Solutions LLC | 941 | $39.3K | 0.03% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 963 | $40.0K | 0.03% | +963 | New |
| Aspect Partners, LLC | 961 | $40.1K | 0.02% | −203−17.4% | Reduced |
| Park Circle Co | 1,000 | $41.7K | 0.04% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 1,014 | $42.1K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 1,016 | $42.4K | 0.03% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,018 | $42.5K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,061 | $43.1K | 0.03% | +743+233.6% | Added |
| Parkworth Wealth Management, Inc. | 1,039 | $43.4K | 0.03% | −165−13.7% | Reduced |
| Perkins Coie Trust Co | 1,047 | $43.7K | 0.01% | +423+67.8% | Added |
| Cranbrook Wealth Management, LLC | 1,049 | $43.8K | 0.01% | +306+41.2% | Added |
| Twin Lakes Capital Management, LLC | 1,066 | $44.5K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,070 | $44.7K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,087 | $45.0K | 0.03% | +1,087 | New |
| POM Investment Strategies, LLC | 1,083 | $45.2K | 0.05% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 1,124 | $46.9K | 0.05% | −200−15.1% | Reduced |
| Advantage Trust Co | 1,125 | $46.9K | 0.03% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,135 | $47.4K | 0.03% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,151 | $48.0K | 0.05% | −890−43.6% | Reduced |
| Highline Wealth Partners LLC | 1,157 | $48.3K | 0.02% | +313+37.1% | Added |
| First Community Trust NA | 1,200 | $50.1K | 0.04% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,208 | $50.4K | 0.02% | +1,208 | New |
| Whipplewood Advisors, LLC | 118 | $54.6K | 0.03% | −1,190−91.0% | Reduced |
| Broadwater Capital Management LLC | 1,332 | $55.6K | 0.04% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1,334 | $56.0K | 0.00% | +970+266.5% | Added |
| 1248 Management, LLC | 1,361 | $56.8K | 0.02% | +1,361 | New |
| Financial Freedom, LLC | 1,385 | $57.8K | 0.03% | +6+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,425 | $59.5K | 0.01% | +2+0.1% | Added |
| TruNorth Capital Management, LLC | 1,438 | $60.0K | 0.01% | +374+35.2% | Added |
| Birchbrook, Inc. | 1,440 | $60.1K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 1,455 | $60.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,467 | $61.2K | 0.04% | −123−7.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,480 | $61.8K | 0.00% | −777−34.4% | Reduced |
| Bell Investment Advisors, Inc | 1,497 | $62.5K | 0.01% | +66+4.6% | Added |
| Montag & Caldwell, LLC | 1,500 | $62.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,515 | $63.2K | 0.04% | +275+22.2% | Added |
| Murphy & Mullick Capital Management Corp | 1,528 | $63.8K | 0.06% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,578 | $65.8K | 0.05% | +1,578 | New |
| Pittenger & Anderson Inc | 1,600 | $66.8K | 0.00% | −1,000−38.5% | Reduced |
| Hurley Capital, LLC | 1,622 | $67.7K | 0.05% | +20+1.2% | Added |
| Prudent Man Investment Management, Inc. | 1,580 | $69.4K | 0.04% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,674 | $69.8K | 0.03% | +5+0.3% | Added |
| Northwest Capital Management Inc | 1,680 | $70.1K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,697 | $70.8K | 0.02% | −7−0.4% | Reduced |
| Manitou Investment Management Ltd. | 1,725 | $72.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,727 | $72.1K | 0.02% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 1,743 | $72.7K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,751 | $73.0K | 0.00% | −934−34.8% | Reduced |
| Rialto Wealth Management, LLC | 1,788 | $74.6K | 0.02% | +66+3.8% | Added |
| Rossby Financial, LCC | 1,889 | $75.0K | 0.03% | +1,889 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,853 | $77.0K | 0.03% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,863 | $77.7K | 0.07% | +2+0.1% | Added |
| Financial Network Wealth Advisors LLC | 1,866 | $77.9K | 0.10% | +763+69.2% | Added |
| S&T Bank | 1,882 | $78.5K | 0.03% | +77+4.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,888 | $78.8K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,932 | $80.6K | 0.01% | −175−8.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,977 | $82.5K | 0.05% | +1,977 | New |
| Adalta Capital Management LLC | 2,000 | $83.5K | 0.04% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,000 | $83.5K | 0.04% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 2,000 | $83.5K | 0.05% | +2,000 | New |
| Insight Inv LLC | 12,193 | $84.4K | 0.06% | +12,193 | New |
| Atticus Wealth Management, LLC | 2,035 | $84.9K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,045 | $85.3K | 0.06% | +1,338+189.3% | Added |
| Stephens Consulting, LLC | 2,066 | $86.2K | 0.02% | −18−0.9% | Reduced |
| First Pacific Financial | 2,067 | $86.3K | 0.02% | −3,361−61.9% | Reduced |
| IMG Wealth Management, Inc. | 2,068 | $86.3K | 0.08% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2,072 | $86.5K | 0.01% | −366−15.0% | Reduced |
| 1 North Wealth Services LLC | 2,089 | $87.2K | 0.04% | +2,089 | New |
| DAGCO, Inc. | 2,122 | $88.6K | 0.03% | +2,122 | New |
| Core Alternative Capital | 2,134 | $89.1K | 0.02% | −255−10.7% | Reduced |
| Curio Wealth, LLC | 2 | $90.6K | 0.05% | +2 | New |
| Bogart Wealth, LLC | 2,178 | $90.9K | 0.00% | +138+6.8% | Added |
| ORG Wealth Partners, LLC | 2,222 | $92.2K | 0.03% | +2,222 | New |
| Centerpoint Advisors, LLC | 2,276 | $95.0K | 0.04% | −5,971−72.4% | Reduced |
| Bellwether Advisors, LLC | 2,296 | $95.8K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 2,319 | $96.8K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2,349 | $98.0K | 0.01% | −86−3.5% | Reduced |
| Gen-Wealth Partners Inc | 2,354 | $98.2K | 0.04% | −309−11.6% | Reduced |
| Trust Co | 2,435 | $101.6K | 0.01% | +300+14.1% | Added |
| Truvestments Capital LLC | 2,460 | $102.7K | 0.02% | +306+14.2% | Added |
| Tortoise Investment Management, LLC | 2,481 | $103.5K | 0.01% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 20,291 | $104.4K | 0.03% | −1,153−5.4% | Reduced |
| Godsey & Gibb Associates | 2,527 | $105.4K | 0.01% | +109+4.5% | Added |
| GoalVest Advisory LLC | 2,534 | $105.8K | 0.03% | +41+1.6% | Added |