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 |
|---|---|---|---|---|---|
| Capital Advisors Inc | 44,685 | $1.86M | 0.04% | +1,459+3.4% | Added |
| Blue Fin Capital, Inc. | 44,715 | $1.87M | 0.36% | +2,837+6.8% | Added |
| CenterBook Partners LP | 44,719 | $1.87M | 0.12% | +154+0.3% | Added |
| Conning Inc. | 44,731 | $1.87M | 0.07% | +3,261+7.9% | Added |
| Retirement Planning Co of New England, Inc. | 44,743 | $1.87M | 0.96% | +400+0.9% | Added |
| Oddo BHF Asset Management SAS | 44,816 | $1.87M | 0.08% | +9,816+28.0% | Added |
| Shell Asset Management Co | 44,967 | $1.88M | 0.09% | −1,008−2.2% | Reduced |
| Banque Transatlantique SA | 45,000 | $1.88M | 0.06% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 45,041 | $1.88M | 1.02% | −41−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 45,488 | $1.90M | 0.62% | −1,368−2.9% | Reduced |
| American Capital Advisory, LLC | 45,500 | $1.90M | 1.02% | −199−0.4% | Reduced |
| MWA Asset Management | 45,505 | $1.90M | 1.32% | +847+1.9% | Added |
| SRS Capital Advisors, Inc. | 45,514 | $1.90M | 0.12% | −5,113−10.1% | Reduced |
| Independence Bank of Kentucky | 45,650 | $1.90M | 0.30% | +5,921+14.9% | Added |
| Claro Advisors LLC | 45,948 | $1.92M | 0.26% | −1,642−3.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 45,995 | $1.92M | 1.26% | −900−1.9% | Reduced |
| Americana Partners, LLC | 46,041 | $1.92M | 0.07% | −70,063−60.3% | Reduced |
| Fragasso Group Inc. | 46,194 | $1.93M | 0.14% | +39,248+565.0% | Added |
| AdvisorNet Financial, Inc | 46,212 | $1.93M | 0.14% | −1,604−3.4% | Reduced |
| Wulff, Hansen & Co. | 46,383 | $1.94M | 1.76% | −1,215−2.6% | Reduced |
| Legato Capital Management LLC | 46,721 | $1.95M | 0.26% | 00.0% | Unchanged |
| Wynn Capital, LLC | 46,758 | $1.95M | 1.16% | +3,575+8.3% | Added |
| Rosenblum Silverman Sutton S F Inc | 46,762 | $1.95M | 0.54% | −4,981−9.6% | Reduced |
| Aire Advisors, LLC | 46,857 | $1.96M | 0.41% | −3,968−7.8% | Reduced |
| Cito Capital Group, LLC | 46,870 | $1.96M | 0.74% | 00.0% | Unchanged |
| Churchill Management Corp | 47,131 | $1.97M | 0.02% | +47,131 | New |
| Register Financial Advisors LLC | 47,145 | $1.97M | 1.02% | +292+0.6% | Added |
| Buckley Wealth Management, LLC | 47,198 | $1.97M | 0.61% | −518−1.1% | Reduced |
| Palumbo Wealth Management LLC | 47,247 | $1.97M | 0.66% | +7,714+19.5% | Added |
| Prestige Wealth Management Group LLC | 47,251 | $1.97M | 0.42% | −279−0.6% | Reduced |
| Jump Financial, LLC | 47,450 | $1.98M | 0.03% | −14,338−23.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 47,494 | $1.98M | 0.48% | +1,200+2.6% | Added |
| Aaron Wealth Advisors | 47,562 | $1.98M | 0.23% | +406+0.9% | Added |
| Altman Advisors, Inc. | 49,795 | $1.99M | 0.92% | +905+1.9% | Added |
| Cooper Financial Group | 47,943 | $2.00M | 0.26% | +3,502+7.9% | Added |
| Herold Advisors, Inc. | 47,942 | $2.00M | 0.44% | +3,132+7.0% | Added |
| Formidable Asset Management, LLC | 48,104 | $2.01M | 0.34% | −5,855−10.9% | Reduced |
| Excalibur Management Corp | 48,175 | $2.01M | 0.79% | +648+1.4% | Added |
| Union Bancaire Privee, UBP SA | 49,104 | $2.02M | 0.04% | −17,230−26.0% | Reduced |
| McDonald Partners LLC | 48,507 | $2.03M | 0.53% | −1,194−2.4% | Reduced |
| NVWM, LLC | 48,590 | $2.03M | 0.54% | +342+0.7% | Added |
| Wittenberg Investment Management, Inc. | 48,664 | $2.03M | 0.92% | −5,000−9.3% | Reduced |
| Gries Financial LLC | 48,848 | $2.04M | 0.40% | −4,116−7.8% | Reduced |
| Avestar Capital, LLC | 48,862 | $2.04M | 0.19% | +3,312+7.3% | Added |
| Horizon Kinetics Asset Management LLC | 48,950 | $2.04M | 0.02% | −275−0.6% | Reduced |
| First Dallas Securities Inc. | 49,084 | $2.05M | 0.86% | −610−1.2% | Reduced |
| Palogic Value Management, L.P. | 49,175 | $2.05M | 0.90% | +2,641+5.7% | Added |
| Clifford Swan Investment Counsel LLC | 49,185 | $2.05M | 0.08% | −754−1.5% | Reduced |
| Chapin Davis, Inc. | 49,253 | $2.06M | 0.70% | −281−0.6% | Reduced |
| Quantitative Investment Management, LLC | 49,447 | $2.06M | 0.19% | −29,469−37.3% | Reduced |
| Norris Financial Group, LLC | 49,598 | $2.07M | 0.97% | +777+1.6% | Added |
| Probity Advisors, Inc. | 49,660 | $2.07M | 0.40% | +1,973+4.1% | Added |
| MTM Investment Management, LLC | 49,966 | $2.07M | 0.80% | −1,510−2.9% | Reduced |
| Hartford Financial Management Inc. | 49,756 | $2.08M | 0.43% | +1,765+3.7% | Added |
| Fayez Sarofim & Co | 49,844 | $2.08M | 0.01% | −31,353−38.6% | Reduced |
| Foundations Investment Advisors, LLC | 49,943 | $2.08M | 0.04% | −760−1.5% | Reduced |
| Rehmann Capital Advisory Group | 49,949 | $2.08M | 0.13% | +5,814+13.2% | Added |
| VestGen Advisors, LLC | 49,985 | $2.09M | 0.09% | +49,985 | New |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.09M | 1.13% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $2.09M | 0.23% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 50,066 | $2.09M | 0.21% | −35,806−41.7% | Reduced |
| Ocean Capital Management, LLC | 50,078 | $2.09M | 0.50% | −506−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 50,207 | $2.10M | 0.36% | +6,392+14.6% | Added |
| Belpointe Asset Management LLC | 50,293 | $2.10M | 0.11% | +2,969+6.3% | Added |
| Portside Wealth Group, LLC | 50,295 | $2.10M | 0.34% | +1,896+3.9% | Added |
| Teza Capital Management LLC | 50,353 | $2.10M | 0.96% | +18,911+60.1% | Added |
| 3Chopt Investment Partners, LLC | 50,394 | $2.10M | 0.55% | +5,040+11.1% | Added |
| Shufro Rose & Co LLC | 50,469 | $2.11M | 0.17% | −435−0.9% | Reduced |
| Ellsworth Advisors, LLC | 50,669 | $2.11M | 0.55% | +3,123+6.6% | Added |
| Guardian Wealth Advisors, LLC | 50,733 | $2.12M | 0.17% | +6,924+15.8% | Added |
| Intellectus Partners, LLC | 50,776 | $2.12M | 0.52% | −251−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 50,889 | $2.12M | 0.03% | −96−0.2% | Reduced |
| Schechter Investment Advisors, LLC | 50,989 | $2.13M | 0.18% | −8,951−14.9% | Reduced |
| Waterloo Capital, L.P. | 51,088 | $2.13M | 0.20% | +12,427+32.1% | Added |
| Cumberland Advisors Inc | 51,239 | $2.14M | 0.97% | +39+0.1% | Added |
| TKG Advisors, LLC | 51,271 | $2.14M | 1.05% | +1,562+3.1% | Added |
| Bartlett & Co. Wealth Management LLC | 51,320 | $2.14M | 0.03% | −1,269−2.4% | Reduced |
| LM Advisors LLC | 51,425 | $2.15M | 0.39% | −497−1.0% | Reduced |
| Exchange Capital Management, Inc. | 51,529 | $2.15M | 0.35% | −2,396−4.4% | Reduced |
| Jefferies Financial Group Inc. | 51,719 | $2.16M | 0.04% | −99,888−65.9% | Reduced |
| Ransom Advisory, Ltd | 51,949 | $2.17M | 1.07% | +1,300+2.6% | Added |
| LJI Wealth Management, LLC | 52,057 | $2.17M | 0.43% | −743−1.4% | Reduced |
| RDA Financial Network | 52,202 | $2.18M | 0.65% | +2,496+5.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 52,219 | $2.18M | 0.08% | +19,509+59.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 52,258 | $2.18M | 0.01% | +4,823+10.2% | Added |
| Birmingham Capital Management Co Inc | 52,300 | $2.18M | 0.82% | −10,550−16.8% | Reduced |
| Lindbrook Capital, LLC | 52,326 | $2.18M | 0.20% | −6,509−11.1% | Reduced |
| Dohj, LLC | 52,397 | $2.19M | 0.50% | −919−1.7% | Reduced |
| Geneos Wealth Management Inc. | 52,648 | $2.20M | 0.07% | +11,315+27.4% | Added |
| Savoie Capital LLC | 50,000 | $2.20M | 0.26% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 52,687 | $2.20M | 0.58% | +5,860+12.5% | Added |
| Adell Harriman & Carpenter Inc | 52,762 | $2.20M | 0.17% | +5,631+11.9% | Added |
| Jane Street Group, LLC | 52,765 | $2.20M | 0.00% | −2,463,832−97.9% | Reduced |
| NTV Asset Management LLC | 52,906 | $2.21M | 0.29% | +301+0.6% | Added |
| Carnegie Lake Advisors LLC | 52,914 | $2.21M | 0.90% | +132+0.3% | Added |
| Hudson Canyon Capital Management | 52,961 | $2.21M | 1.56% | +2,226+4.4% | Added |
| Ullmann Financial Group, Inc. | 52,985 | $2.21M | 0.29% | +842+1.6% | Added |
| HCR Wealth Advisors | 53,016 | $2.21M | 0.29% | +140.0% | Added |
| Jeppson Wealth Management, LLC | 53,192 | $2.22M | 0.81% | −434−0.8% | Reduced |
| Beacon Financial Group | 53,238 | $2.22M | 0.24% | −48−0.1% | Reduced |