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 |
|---|---|---|---|---|---|
| Exeter Financial, LLC | 66,362 | $2.77M | 1.24% | −2,048−3.0% | Reduced |
| OneAscent Financial Services LLC | 66,724 | $2.78M | 0.18% | +37,928+131.7% | Added |
| Tyler-Stone Wealth Management | 66,597 | $2.78M | 0.50% | +11,254+20.3% | Added |
| Cetera Trust Company, N.A | 66,868 | $2.79M | 1.78% | 00.0% | Unchanged |
| Virtu Financial LLC | 66,963 | $2.79M | 0.15% | +61,443+1,113.1% | Added |
| Maven Securities LTD | 67,070 | $2.80M | 0.61% | +16,850+33.6% | Added |
| Davis Investment Partners, LLC | 76,330 | $2.80M | 1.24% | +69+0.1% | Added |
| NBT Bank N A | 67,107 | $2.80M | 0.20% | −752−1.1% | Reduced |
| Cigna Investments Inc | 67,322 | $2.81M | 0.53% | −1,679−2.4% | Reduced |
| Cullinan Associates Inc | 67,325 | $2.81M | 0.20% | +3,900+6.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67,454 | $2.81M | 0.11% | −18,395−21.4% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.82M | 0.11% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 67,537 | $2.82M | 0.11% | −422−0.6% | Reduced |
| Evoke Wealth, LLC | 67,573 | $2.82M | 0.07% | +22,213+49.0% | Added |
| Diligent Investors, LLC | 67,589 | $2.82M | 0.69% | +852+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 67,885 | $2.83M | 0.04% | −1,070−1.6% | Reduced |
| Brookmont Capital Management | 67,967 | $2.84M | 1.60% | −4,564−6.3% | Reduced |
| Harbour Capital Advisors, LLC | 76,347 | $2.84M | 0.70% | +930+1.2% | Added |
| Skylands Capital, LLC | 68,225 | $2.85M | 0.41% | +2,800+4.3% | Added |
| Hixon Zuercher, LLC | 68,471 | $2.86M | 1.01% | +14,755+27.5% | Added |
| SS&H Financial Advisors, Inc. | 68,533 | $2.86M | 1.07% | −1,025−1.5% | Reduced |
| Country Club Bank | 69,619 | $2.87M | 0.19% | −483−0.7% | Reduced |
| Golden State Equity Partners | 68,973 | $2.88M | 0.57% | +971+1.4% | Added |
| Transcend Wealth Collective, LLC | 68,985 | $2.88M | 0.21% | +7,545+12.3% | Added |
| Ronald Blue Trust, Inc. | 69,019 | $2.88M | 0.04% | +7,693+12.5% | Added |
| Dark Forest Capital Management LP | 69,180 | $2.89M | 0.13% | +37,571+118.9% | Added |
| Morangie Management LLC | 69,424 | $2.90M | 2.84% | +3,937+6.0% | Added |
| Slagle Financial, LLC | 69,791 | $2.91M | 1.29% | +1,618+2.4% | Added |
| Walleye Trading LLC | 70,448 | $2.94M | 0.08% | −649,266−90.2% | Reduced |
| Frank, Rimerman Advisors LLC | 70,730 | $2.95M | 0.23% | +5,587+8.6% | Added |
| Stonebridge Capital Advisors LLC | 70,846 | $2.96M | 0.24% | +87+0.1% | Added |
| Triangle Securities Wealth Management | 70,936 | $2.96M | 0.76% | −1,607−2.2% | Reduced |
| Tritonpoint Wealth, LLC | 71,150 | $2.97M | 0.28% | −613−0.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 71,217 | $2.97M | 0.28% | +3,462+5.1% | Added |
| Guardian Investment Management | 71,268 | $2.97M | 2.54% | −3,000−4.0% | Reduced |
| Old West Investment Management, LLC | 71,334 | $2.98M | 1.07% | +49,908+232.9% | Added |
| Advisors Capital Management, LLC | 71,366 | $2.98M | 0.05% | −2,130−2.9% | Reduced |
| Nwam LLC | 71,598 | $2.99M | 0.26% | −273−0.4% | Reduced |
| Annex Advisory Services, LLC | 71,618 | $2.99M | 0.08% | +63,351+766.3% | Added |
| Jaffetilchin Investment Partners, LLC | 71,772 | $3.00M | 0.22% | +662+0.9% | Added |
| Holderness Investments Co | 72,589 | $3.03M | 0.71% | +154+0.2% | Added |
| Berkshire Bank | 73,192 | $3.05M | 0.74% | −975−1.3% | Reduced |
| Main Street Financial Solutions, LLC | 73,389 | $3.06M | 0.27% | −970−1.3% | Reduced |
| Park National Corp | 73,453 | $3.07M | 0.11% | −6,744−8.4% | Reduced |
| Tower Bridge Advisors | 73,518 | $3.07M | 0.34% | +1,078+1.5% | Added |
| Smartleaf Asset Management LLC | 74,556 | $3.08M | 0.30% | +8,351+12.6% | Added |
| Evercore Wealth Management, LLC | 73,709 | $3.08M | 0.05% | −13,129−15.1% | Reduced |
| Spire Wealth Management | 73,819 | $3.08M | 0.10% | +3,371+4.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.09M | 0.97% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 74,084 | $3.09M | 2.36% | +500+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 74,754 | $3.12M | 0.26% | +3,624+5.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 74,774 | $3.12M | 0.29% | −40.0% | Reduced |
| Private Trust Co NA | 74,847 | $3.12M | 0.32% | −2,128−2.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 74,985 | $3.13M | 0.65% | −6,998−8.5% | Reduced |
| Bayesian Capital Management, LP | 75,400 | $3.15M | 0.52% | +75,400 | New |
| Ironvine Capital Partners, LLC | 76,179 | $3.18M | 0.35% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 76,186 | $3.18M | 0.14% | +6,203+8.9% | Added |
| Shorepoint Capital Partners LLC | 76,682 | $3.20M | 0.72% | +943+1.2% | Added |
| HBK Sorce Advisory LLC | 76,691 | $3.20M | 0.09% | +3,821+5.2% | Added |
| Trust Asset Management LLC | 76,883 | $3.21M | 0.26% | −3,056−3.8% | Reduced |
| Sagespring Wealth Partners, LLC | 76,942 | $3.21M | 0.08% | +6,694+9.5% | Added |
| Procyon Private Wealth Partners, LLC | 77,040 | $3.21M | 0.20% | +18,998+32.7% | Added |
| Checchi Capital Advisers, LLC | 77,089 | $3.22M | 0.23% | +3,012+4.1% | Added |
| Processus Wealth & Capital Management, LLC | 77,464 | $3.23M | 2.75% | +769+1.0% | Added |
| Umpqua Bank | 78,359 | $3.27M | 1.13% | +4,377+5.9% | Added |
| Parcion Private Wealth LLC | 78,448 | $3.27M | 0.27% | +268+0.3% | Added |
| Rockland Trust Co | 78,457 | $3.27M | 0.16% | −36,167−31.6% | Reduced |
| Naviter Wealth, LLC | 79,528 | $3.28M | 0.40% | +1,654+2.1% | Added |
| Portman Square Capital LLP | 78,649 | $3.28M | 0.45% | +78,649 | New |
| Arete Wealth Advisors, LLC | 84,325 | $3.29M | 0.25% | +10,292+13.9% | Added |
| Legacy Wealth Management, LLC | 78,870 | $3.29M | 1.08% | −375−0.5% | Reduced |
| Peddock Capital Advisors, LLC | 79,476 | $3.32M | 0.84% | +208+0.3% | Added |
| Insigneo Advisory Services, LLC | 79,721 | $3.33M | 0.34% | −7,831−8.9% | Reduced |
| Coastal Bridge Advisors, LLC | 79,739 | $3.33M | 0.48% | +43,988+123.0% | Added |
| Kingswood Wealth Advisors, LLC | 79,809 | $3.33M | 0.30% | −4,962−5.9% | Reduced |
| Institute for Wealth Management, LLC. | 79,817 | $3.33M | 0.43% | +128+0.2% | Added |
| Alteri Wealth LLC | 80,536 | $3.36M | 1.48% | −971−1.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 80,831 | $3.37M | 0.04% | −1,000−1.2% | Reduced |
| SeaBridge Investment Advisors LLC | 81,264 | $3.39M | 0.73% | +30,798+61.0% | Added |
| Anchor Investment Management, LLC | 81,380 | $3.40M | 0.32% | +56+0.1% | Added |
| Roundview Capital LLC | 81,673 | $3.41M | 0.25% | −437−0.5% | Reduced |
| Clarius Group, LLC | 81,715 | $3.41M | 0.21% | +18,137+28.5% | Added |
| Cidel Asset Management Inc | 81,942 | $3.42M | 0.22% | −4,192−4.9% | Reduced |
| Modera Wealth Management, LLC | 82,014 | $3.42M | 0.05% | −3,877−4.5% | Reduced |
| Change Path, LLC | 82,413 | $3.44M | 0.10% | −26,750−24.5% | Reduced |
| Beaton Management Co. Inc. | 82,426 | $3.44M | 1.79% | −100−0.1% | Reduced |
| RNC Capital Management LLC | 82,615 | $3.45M | 0.18% | −3,054−3.6% | Reduced |
| Beaumont Financial Advisors, LLC | 82,636 | $3.45M | 0.27% | −2,269−2.7% | Reduced |
| Klingenstein Fields & Co LP | 82,655 | $3.45M | 0.15% | −705−0.8% | Reduced |
| Culbertson A N & Co Inc | 82,802 | $3.46M | 0.55% | +625+0.8% | Added |
| Meridian Investment Counsel Inc. | 82,829 | $3.46M | 1.02% | −1,070−1.3% | Reduced |
| Heritage Trust Co | 82,902 | $3.46M | 0.42% | −7,695−8.5% | Reduced |
| True North Advisors, LLC | 83,163 | $3.47M | 0.62% | −18,572−18.3% | Reduced |
| ProVise Management Group, LLC | 83,458 | $3.48M | 0.30% | +177+0.2% | Added |
| Cordatus Wealth Management LLC | 83,501 | $3.48M | 0.96% | +3,544+4.4% | Added |
| Ami Investment Management Inc | 83,492 | $3.48M | 1.12% | +1,011+1.2% | Added |
| Delta Capital Management LLC | 83,610 | $3.49M | 2.02% | −2,040−2.4% | Reduced |
| Convergence Investment Partners, LLC | 83,633 | $3.49M | 0.97% | −11,515−12.1% | Reduced |
| Sargent Investment Group, LLC | 83,675 | $3.49M | 0.56% | +2,047+2.5% | Added |
| Alerus Financial NA | 83,820 | $3.50M | 0.28% | −24,485−22.6% | Reduced |