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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 53,400 | $2.23M | 0.06% | +1,946+3.8% | Added |
| Kennedy Investment Group | 53,633 | $2.24M | 1.04% | −272−0.5% | Reduced |
| Hilltop Holdings Inc. | 53,734 | $2.24M | 0.14% | +1,879+3.6% | Added |
| Financial Advisory Service, Inc. | 53,781 | $2.24M | 0.18% | −384−0.7% | Reduced |
| Financial Counselors Inc | 53,879 | $2.25M | 0.03% | −3,802−6.6% | Reduced |
| Bragg Financial Advisors, Inc | 53,998 | $2.25M | 0.09% | +6,510+13.7% | Added |
| Newman Dignan & Sheerar, Inc. | 54,024 | $2.25M | 0.62% | −303−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 54,039 | $2.26M | 0.12% | −4,520−7.7% | Reduced |
| Ameritas Advisory Services, LLC | 52,619 | $2.26M | 0.09% | +415+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 54,213 | $2.26M | 0.47% | +1,038+2.0% | Added |
| Lafayette Investments, Inc. | 54,267 | $2.26M | 0.48% | −989−1.8% | Reduced |
| First City Capital Management, Inc. | 54,392 | $2.27M | 1.36% | −6,801−11.1% | Reduced |
| Octavia Wealth Advisors, LLC | 54,427 | $2.27M | 0.28% | +1,146+2.2% | Added |
| Regal Investment Advisors LLC | 54,517 | $2.27M | 0.18% | −24,250−30.8% | Reduced |
| Abacus Planning Group, Inc. | 54,654 | $2.28M | 0.40% | +2,084+4.0% | Added |
| Clarkston Capital Partners, LLC | 54,700 | $2.28M | 0.05% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 54,914 | $2.29M | 0.33% | −808−1.5% | Reduced |
| Portfolio Design Labs, LLC | 55,003 | $2.30M | 0.47% | −87,351−61.4% | Reduced |
| Advisors Preferred, LLC | 55,500 | $2.30M | 0.31% | +55,500 | New |
| Alaska Permanent Fund Corp | 57,832 | $2.31M | 0.03% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 55,281 | $2.31M | 0.23% | +5,097+10.2% | Added |
| GeoWealth Management, LLC | 55,306 | $2.31M | 0.09% | −15,807−22.2% | Reduced |
| Viawealth, LLC | 55,313 | $2.31M | 1.42% | −1,007−1.8% | Reduced |
| Hexagon Capital Partners LLC | 55,345 | $2.31M | 0.44% | −2,178−3.8% | Reduced |
| Aspen Grove Capital, LLC | 55,818 | $2.33M | 0.45% | +547+1.0% | Added |
| Washington Trust Bank | 55,926 | $2.33M | 0.23% | +1,069+1.9% | Added |
| Wedmont Private Capital | 64,967 | $2.34M | 0.12% | −1,265−1.9% | Reduced |
| Smith Shellnut Wilson LLC | 56,066 | $2.34M | 1.07% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 56,109 | $2.34M | 0.10% | −2,915−4.9% | Reduced |
| Centaurus Financial, Inc. | 56,132 | $2.34M | 0.14% | +56+0.1% | Added |
| EagleClaw Capital Managment, LLC | 56,214 | $2.35M | 0.37% | +3,412+6.5% | Added |
| Mayflower Financial Advisors, LLC | 56,259 | $2.35M | 0.36% | +40+0.1% | Added |
| Piscataqua Savings Bank | 56,349 | $2.35M | 2.08% | +995+1.8% | Added |
| Cumberland Partners Ltd | 56,485 | $2.36M | 0.18% | 00.0% | Unchanged |
| G&S Capital LLC | 56,621 | $2.36M | 1.00% | −3,960−6.5% | Reduced |
| L2 Asset Management, LLC | 56,689 | $2.37M | 0.49% | −74,917−56.9% | Reduced |
| Watts Gwilliam & Co., LLC | 56,709 | $2.37M | 0.51% | +191+0.3% | Added |
| Studio Investment Management LLC | 56,763 | $2.37M | 0.49% | −1,489−2.6% | Reduced |
| Koshinski Asset Management, Inc. | 56,799 | $2.37M | 0.20% | −2,955−4.9% | Reduced |
| Parkside Financial Bank & Trust | 56,853 | $2.37M | 0.30% | +605+1.1% | Added |
| Laurion Capital Management LP | 57,188 | $2.39M | 0.18% | −32,588−36.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 57,225 | $2.39M | 0.19% | −8,300−12.7% | Reduced |
| Poehling Capital Management, LLC | 57,255 | $2.39M | 0.60% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 57,300 | $2.39M | 0.66% | +1,048+1.9% | Added |
| Talon Private Wealth, LLC | 56,563 | $2.39M | 0.32% | +56,040+10,715.1% | Added |
| St. Johns Investment Management Company, LLC | 57,406 | $2.40M | 1.18% | −40,091−41.1% | Reduced |
| One Charles Private Wealth Services, LLC | 57,453 | $2.40M | 0.78% | +7,011+13.9% | Added |
| Sirios Capital Management L P | 57,843 | $2.41M | 0.43% | +23,821+70.0% | Added |
| Matrix Asset Advisors Inc | 57,932 | $2.42M | 0.27% | −5,869−9.2% | Reduced |
| Oak Family Advisors, LLC | 58,006 | $2.42M | 1.01% | +30,347+109.7% | Added |
| Banco BTG Pactual S.A. | 58,249 | $2.43M | 0.61% | +18,176+45.4% | Added |
| London & Capital Asset Management Ltd | 58,324 | $2.43M | 0.21% | +1,470+2.6% | Added |
| Focus Financial Network, Inc. | 58,399 | $2.44M | 0.10% | −1,049−1.8% | Reduced |
| Empire Financial Management Company, LLC | 58,416 | $2.44M | 0.75% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 58,437 | $2.44M | 1.30% | −9,235−13.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 58,620 | $2.45M | 0.33% | +2,818+5.0% | Added |
| Fiduciary Alliance LLC | 58,722 | $2.45M | 0.24% | +2,708+4.8% | Added |
| Granite Harbor Advisors, Inc. | 59,005 | $2.46M | 1.31% | −336−0.6% | Reduced |
| World Equity Group, Inc. | 60,010 | $2.47M | 0.71% | +859+1.5% | Added |
| Thomasville National Bank | 59,201 | $2.47M | 0.18% | −4,362−6.9% | Reduced |
| Neville Rodie & Shaw Inc | 59,248 | $2.47M | 0.19% | +150.0% | Added |
| Legacy Advisors, LLC | 59,478 | $2.48M | 0.26% | +2,054+3.6% | Added |
| West Branch Capital LLC | 59,491 | $2.48M | 0.83% | +7,306+14.0% | Added |
| Family Legacy, Inc. | 59,492 | $2.48M | 0.85% | +254+0.4% | Added |
| Stock Yards Bank & Trust Co | 59,577 | $2.49M | 0.09% | −4,738−7.4% | Reduced |
| Carson Advisory Inc. | 59,646 | $2.49M | 1.68% | −892−1.5% | Reduced |
| Steel Peak Wealth Management LLC | 59,691 | $2.49M | 0.11% | +3,501+6.2% | Added |
| Compton Wealth Advisory Group, LLC | 59,845 | $2.50M | 0.69% | −2,558−4.1% | Reduced |
| Latash Investments, LLC | 59,894 | $2.50M | 2.06% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 59,958 | $2.50M | 0.77% | −10,996−15.5% | Reduced |
| Channing Global Advisors, LLC | 59,976 | $2.50M | 1.70% | +104+0.2% | Added |
| Lazard Freres Gestion S.A.S. | 60,034 | $2.50M | 0.06% | −949,888−94.1% | Reduced |
| American State Bank (Iowa) | 60,108 | $2.51M | 1.51% | +504+0.8% | Added |
| Prosperity Consulting Group, LLC | 60,646 | $2.53M | 0.20% | −13,960−18.7% | Reduced |
| Old National Bancorp | 60,685 | $2.53M | 0.07% | −8,036−11.7% | Reduced |
| one8zero8, LLC | 61,420 | $2.56M | 0.61% | −2,520−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 61,448 | $2.56M | 2.09% | −2,471−3.9% | Reduced |
| Cornerstone Select Advisors, LLC | 61,635 | $2.57M | 2.44% | −2,524−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 61,702 | $2.57M | 0.07% | +170+0.3% | Added |
| Modern Wealth Management, LLC | 61,983 | $2.59M | 0.08% | −359−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 62,041 | $2.59M | 0.10% | +33,963+121.0% | Added |
| Cornerstone Wealth Management, LLC | 62,654 | $2.61M | 0.18% | −267−0.4% | Reduced |
| Larson Financial Group LLC | 62,852 | $2.62M | 0.12% | +9,428+17.6% | Added |
| Independent Solutions Wealth Management, LLC | 62,933 | $2.63M | 0.59% | −7,319−10.4% | Reduced |
| Choate Investment Advisors | 63,412 | $2.65M | 0.07% | −344−0.5% | Reduced |
| Simplicity Wealth,LLC | 63,576 | $2.65M | 0.21% | +56,678+821.7% | Added |
| Aull & Monroe Investment Management Corp | 63,680 | $2.66M | 1.32% | +2,765+4.5% | Added |
| Syon Capital LLC | 63,775 | $2.66M | 0.22% | +4,093+6.9% | Added |
| Mattson Financial Services, LLC | 63,967 | $2.67M | 0.80% | +3,426+5.7% | Added |
| Baker Avenue Asset Management, LP | 64,122 | $2.68M | 0.08% | +3,020+4.9% | Added |
| Secure Asset Management, LLC | 64,211 | $2.68M | 0.54% | +54,159+538.8% | Added |
| Strategic Blueprint, LLC | 64,503 | $2.69M | 0.15% | +39,673+159.8% | Added |
| MainStreet Investment Advisors LLC | 64,860 | $2.71M | 0.39% | −289−0.4% | Reduced |
| Bank Ozk | 64,884 | $2.71M | 1.13% | −1,473−2.2% | Reduced |
| Alpha Cubed Investments, LLC | 65,038 | $2.71M | 0.12% | +17,619+37.2% | Added |
| Burton Enright Welch | 65,300 | $2.72M | 0.55% | −2,870−4.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,763 | $2.74M | 0.97% | +82+0.1% | Added |
| Caldwell Trust Co | 65,909 | $2.75M | 0.30% | −113−0.2% | Reduced |
| First Business Financial Services, Inc. | 65,965 | $2.75M | 0.27% | +5,018+8.2% | Added |
| Arrow Financial Corp | 66,144 | $2.76M | 0.31% | −55,910−45.8% | Reduced |