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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 2,538 | $105.9K | 0.08% | +2+0.1% | Added |
| Sherman Asset Management, Inc. | 2,546 | $106.2K | 0.10% | −23−0.9% | Reduced |
| Black Cypress Capital Management, LLC | 2,556 | $106.7K | 0.10% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,805 | $108.7K | 0.03% | +1,004+55.7% | Added |
| NewSquare Capital LLC | 2,605 | $108.7K | 0.01% | +1,267+94.7% | Added |
| Redwood Park Advisors LLC | 2,634 | $109.9K | 0.09% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,638 | $110.1K | 0.01% | +33+1.3% | Added |
| Horizons Wealth Management | 2,655 | $110.8K | 0.08% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,656 | $110.8K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,681 | $111.9K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 2,690 | $112.3K | 0.09% | −339−11.2% | Reduced |
| Saudi Central Bank | 2,695 | $112.5K | 0.60% | +2,695 | New |
| Darwin Advisors, LLC | 2,560 | $112.5K | 0.04% | 00.0% | Unchanged |
| Roxbury Financial LLC | 2,476 | $114.1K | 0.11% | +58+2.4% | Added |
| West Oak Capital, LLC | 2,785 | $116.2K | 0.04% | −1,000−26.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,815 | $117.5K | 0.07% | +2+0.1% | Added |
| Riggs Asset Managment Co. Inc. | 2,850 | $118.9K | 0.03% | −12−0.4% | Reduced |
| True Wealth Design, LLC | 2,879 | $120.1K | 0.05% | +295+11.4% | Added |
| TFC Financial Management | 2,996 | $125.0K | 0.02% | −190−6.0% | Reduced |
| Promus Capital, LLC | 3,014 | $125.8K | 0.10% | −40−1.3% | Reduced |
| Park Square Financial Group, LLC | 3,028 | $126.4K | 0.10% | +117+4.0% | Added |
| Dougherty Wealth Advisers LLC | 3,055 | $127.5K | 0.09% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 3,113 | $129.0K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,092 | $129.0K | 0.06% | +2+0.1% | Added |
| Fourth Dimension Wealth, LLC | 3,137 | $130.9K | 0.06% | +2,659+556.3% | Added |
| Covestor Ltd | 3,127 | $131.0K | 0.09% | +147+4.9% | Added |
| Ogorek Anthony Joseph | 3,139 | $131.0K | 0.04% | +3,088+6,054.9% | Added |
| Riverview Trust Co | 3,165 | $132.1K | 0.13% | −155−4.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,167 | $132.2K | 0.01% | +167+5.6% | Added |
| Canton Hathaway, LLC | 3,208 | $134.0K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,212 | $134.0K | 0.09% | −486−13.1% | Reduced |
| Hughes Financial Services, LLC | 3,251 | $134.9K | 0.03% | +3,251 | New |
| REAP Financial Group, LLC | 3,271 | $136.5K | 0.03% | +900+38.0% | Added |
| Game Plan Financial Advisors, LLC | 3,404 | $142.0K | 0.07% | +3+0.1% | Added |
| eCIO, Inc. | 3,427 | $143.0K | 0.05% | +3,427 | New |
| Consultiva Wealth Management, Corp. | 3,450 | $144.0K | 0.50% | +3,350+3,350.0% | Added |
| Ruedi Wealth Management, Inc. | 3,474 | $145.0K | 0.05% | 00.0% | Unchanged |
| XY Capital Ltd | 3,476 | $145.1K | 0.10% | −7,134−67.2% | Reduced |
| Meeder Asset Management Inc | 3,483 | $145.3K | 0.01% | +1,816+108.9% | Added |
| MB, Levis & Associates, LLC | 3,530 | $147.3K | 0.07% | +15+0.4% | Added |
| Slocum, Gordon & Co LLP | 3,571 | $149.0K | 0.11% | +3,571 | New |
| Motco | 3,584 | $149.6K | 0.02% | −4,917−57.8% | Reduced |
| Atlas Capital Advisors LLC | 3,603 | $150.4K | 0.02% | +1,000+38.4% | Added |
| YANKCOM Partnership | 3,614 | $150.8K | 0.08% | +116+3.3% | Added |
| Avion Wealth | 3,623 | $159.0K | 0.04% | 00.0% | Unchanged |
| Tidemark, LLC | 3,819 | $159.4K | 0.06% | +2+0.1% | Added |
| Old Second National Bank of Aurora | 3,859 | $161.0K | 0.04% | −812−17.4% | Reduced |
| Rakuten Securities, Inc. | 3,890 | $162.3K | 0.08% | −605−13.5% | Reduced |
| PSI Advisors, LLC | 3,940 | $164.4K | 0.05% | −2,693−40.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,960 | $165.3K | 0.02% | +262+7.1% | Added |
| N.E.W. Advisory Services LLC | 3,975 | $165.9K | 0.01% | +3,975 | New |
| Stuart Chaussee & Associates, Inc. | 4,000 | $166.9K | 0.04% | −937−19.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 4,019 | $167.7K | 0.16% | −150−3.6% | Reduced |
| Ridgewood Investments LLC | 4,051 | $169.0K | 0.08% | −56−1.4% | Reduced |
| FSA Wealth Management LLC | 4,116 | $171.8K | 0.07% | +4+0.1% | Added |
| Hoese & Co LLP | 4,500 | $187.7K | 0.16% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 4,516 | $188.5K | 0.03% | −4,112−47.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,516 | $188.5K | 0.05% | −350−7.2% | Reduced |
| Western Pacific Wealth Management, LP | 4,522 | $188.7K | 0.17% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,720 | $197.0K | 0.02% | +13+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 4,776 | $199.3K | 0.08% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,813 | $201.0K | 0.03% | +2,500+108.1% | Added |
| MEMBERS Trust Co | 4,819 | $201.1K | 0.01% | −795−14.2% | Reduced |
| BHK Investment Advisors, LLC | 4,830 | $201.6K | 0.09% | −5,350−52.6% | Reduced |
| Founders Grove Wealth Partners, LLC | 4,833 | $201.7K | 0.06% | −118−2.4% | Reduced |
| Eclectic Associates Inc | 4,835 | $201.8K | 0.05% | +265+5.8% | Added |
| Flagstone Financial Management | 4,836 | $201.8K | 0.06% | 00.0% | Unchanged |
| Motive Wealth Advisors | 4,837 | $201.8K | 0.11% | −577−10.7% | Reduced |
| Center for Financial Planning, Inc. | 4,839 | $201.9K | 0.03% | −177−3.5% | Reduced |
| American Trust | 4,840 | $202.0K | 0.05% | −3,854−44.3% | Reduced |
| Encompass Wealth Advisors, LLC | 4,841 | $202.0K | 0.08% | −323−6.3% | Reduced |
| Marotta Asset Management | 5,126 | $203.4K | 0.04% | +228+4.7% | Added |
| Weil Company, Inc. | 4,877 | $203.5K | 0.06% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 4,878 | $203.6K | 0.08% | +10+0.2% | Added |
| Wealthspan Partners, LLC | 4,881 | $203.7K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,890 | $204.1K | 0.08% | +4,890 | New |
| West Chester Capital Advisors, Inc | 4,895 | $204.3K | 0.12% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 4,909 | $204.9K | 0.21% | +51+1.0% | Added |
| Wealth Advisory Solutions, LLC | 4,912 | $205.0K | 0.05% | +7+0.1% | Added |
| Twelve Points Wealth Management LLC | 4,913 | $205.0K | 0.06% | −314−6.0% | Reduced |
| Sentinus, LLC | 4,914 | $205.1K | 0.06% | +4,914 | New |
| Collar Capital Management, LLC | 4,930 | $205.7K | 0.19% | −114−2.3% | Reduced |
| Crowley Wealth Management, Inc. | 4,930 | $205.7K | 0.20% | +44+0.9% | Added |
| Founders Capital Management | 4,940 | $206.1K | 0.13% | +10.0% | Added |
| HMV Wealth Advisors, LLC | 4,947 | $206.4K | 0.16% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 4,949 | $206.5K | 0.11% | −73−1.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,448 | $206.6K | 0.08% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 4,957 | $206.9K | 0.05% | +4,957 | New |
| Requisite Capital Management, LLC | 4,987 | $208.1K | 0.05% | −289−5.5% | Reduced |
| Corrado Advisors, LLC | 4,995 | $208.4K | 0.14% | +5+0.1% | Added |
| Harfst & Associates, Inc. | 5,002 | $208.7K | 0.05% | −44−0.9% | Reduced |
| EFG Asset Management (Americas) Corp. | 5,008 | $209.0K | 0.04% | −1,022−16.9% | Reduced |
| Wela Strategies, Inc. | 5,008 | $209.0K | 0.09% | +19+0.4% | Added |
| Blue Zone Wealth Advisors, LLC | 5,013 | $209.2K | 0.06% | −179−3.4% | Reduced |
| Asset Planning,Inc | 5,021 | $209.5K | 0.16% | +25+0.5% | Added |
| Trail Ridge Investment Advisors, LLC | 5,023 | $209.6K | 0.11% | −1,379−21.5% | Reduced |
| Washington Trust Advisors, Inc. | 5,039 | $210.3K | 0.02% | +132+2.7% | Added |
| Norris Perne & French LLP | 5,050 | $210.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 5,054 | $210.9K | 0.02% | +5,054 | New |
| Wealth Management Nebraska | 5,057 | $211.0K | 0.03% | +394+8.4% | Added |