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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 5,059 | $211.1K | 0.17% | 00.0% | Unchanged |
| Meyer Handelman Co | 5,065 | $211.4K | 0.01% | −73−1.4% | Reduced |
| Dale Q Rice Investment Management Ltd | 5,082 | $212.1K | 0.11% | +5,082 | New |
| Bull Oak Capital, LLC | 5,082 | $212.1K | 0.12% | +105+2.1% | Added |
| Stonebridge Financial Group, LLC | 5,097 | $212.7K | 0.02% | −128−2.4% | Reduced |
| TL Private Wealth | 6,076 | $212.8K | 0.11% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 5,101 | $212.9K | 0.12% | +157+3.2% | Added |
| Palisades Hudson Asset Management, L.P. | 5,098 | $213.0K | 0.10% | −484−8.7% | Reduced |
| Atlas Legacy Advisors, LLC | 5,127 | $213.9K | 0.05% | +119+2.4% | Added |
| Juncture Wealth Strategies, LLC | 5,128 | $214.0K | 0.08% | +256+5.3% | Added |
| GW&K Investment Management, LLC | 5,120 | $214.0K | 0.00% | −94−1.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,131 | $214.1K | 0.06% | +5,131 | New |
| Trueblood Wealth Management, LLC | 5,140 | $214.5K | 0.10% | +5,140 | New |
| Strategies Wealth Advisors, LLC | 5,167 | $215.6K | 0.03% | +5,167 | New |
| Peoples Bank | 5,176 | $215.9K | 0.15% | 00.0% | Unchanged |
| Barings LLC | 5,179 | $216.1K | 0.01% | −510−9.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 5,181 | $216.2K | 0.02% | +348+7.2% | Added |
| Glen Eagle Advisors, LLC | 5,192 | $216.7K | 0.04% | +40+0.8% | Added |
| Monetary Management Group Inc | 5,200 | $217.0K | 0.06% | +700+15.6% | Added |
| Pennington Partners & Co., LLC | 5,213 | $217.5K | 0.12% | −2,187−29.6% | Reduced |
| Solutions 4 Wealth, Ltd | 5,216 | $217.7K | 0.38% | +6+0.1% | Added |
| Resurgent Financial Advisors LLC | 5,217 | $217.7K | 0.13% | −216−4.0% | Reduced |
| First Western Trust Bank | 5,242 | $218.7K | 0.01% | +518+11.0% | Added |
| Goepper Burkhardt LLC | 5,249 | $219.0K | 0.09% | +5,249 | New |
| Financial Advisors Network, Inc. | 5,255 | $219.3K | 0.04% | +58+1.1% | Added |
| NWK Group, Inc. | 5,264 | $219.7K | 0.10% | +5,264 | New |
| 17 Capital Partners, LLC | 5,267 | $219.8K | 0.14% | +5,267 | New |
| Main Street Group, LTD | 5,269 | $219.9K | 0.08% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,271 | $220.0K | 0.07% | +71+1.4% | Added |
| USAdvisors Wealth Management, LLC | 5,280 | $220.0K | 0.08% | −160−2.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,292 | $220.0K | 0.05% | +547+11.5% | Added |
| Intergy Private Wealth, LLC | 5,280 | $220.3K | 0.08% | −1,864−26.1% | Reduced |
| 4WEALTH Advisors, Inc. | 5,286 | $220.6K | 0.24% | −132−2.4% | Reduced |
| First United Bank Trust | 5,298 | $221.1K | 0.08% | −80−1.5% | Reduced |
| RFP Financial Group LLC | 5,300 | $221.2K | 0.09% | +215+4.2% | Added |
| Blue Bell Private Wealth Management, LLC | 5,303 | $221.3K | 0.04% | +458+9.5% | Added |
| Wallace Capital Management Inc. | 5,305 | $221.4K | 0.03% | +511+10.7% | Added |
| Vishria Bird Financial Group, LLC | 5,308 | $221.5K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,317 | $221.9K | 0.15% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 5,319 | $222.0K | 0.03% | −14,695−73.4% | Reduced |
| Gibson Wealth Advisors LLC | 5,320 | $222.0K | 0.18% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,335 | $222.6K | 0.17% | −175−3.2% | Reduced |
| Central Bank & Trust Co | 5,336 | $222.7K | 0.04% | +5,336 | New |
| Meridian Financial, LLC | 5,351 | $223.3K | 0.16% | +10.0% | Added |
| James Hambro & Partners | 5,357 | $223.7K | 0.01% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 5,363 | $223.8K | 0.01% | +317+6.3% | Added |
| MFA Wealth Services | 5,366 | $223.9K | 0.18% | +30+0.6% | Added |
| Clark Financial Services Group Inc | 5,368 | $224.0K | 0.16% | −4,847−47.4% | Reduced |
| Purus Wealth Management, LLC | 5,372 | $224.2K | 0.10% | −94−1.7% | Reduced |
| Poplar Forest Capital LLC | 5,380 | $224.5K | 0.04% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,386 | $224.8K | 0.11% | +7+0.1% | Added |
| Delta Accumulation, LLC | 5,667 | $224.9K | 2.00% | +35+0.6% | Added |
| Blalock Williams, LLC | 5,394 | $225.1K | 0.25% | +584+12.1% | Added |
| Sachetta, LLC | 5,400 | $225.3K | 0.09% | −2,217−29.1% | Reduced |
| West Michigan Advisors, LLC | 5,450 | $227.4K | 0.08% | −243−4.3% | Reduced |
| Bensler, LLC | 5,451 | $227.5K | 0.03% | −29−0.5% | Reduced |
| Indie Asset Partners, LLC | 5,460 | $227.8K | 0.20% | −1,432−20.8% | Reduced |
| Abound Wealth Management | 5,460 | $227.9K | 0.08% | −488−8.2% | Reduced |
| Palacios Wealth Management, LLC | 5,462 | $227.9K | 0.21% | 00.0% | Unchanged |
| Financial Guidance Group, Inc. | 5,485 | $228.9K | 0.12% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 5,500 | $229.5K | 0.12% | 00.0% | Unchanged |
| Seldon Capital LP | 5,502 | $229.6K | 0.14% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 5,507 | $229.8K | 0.08% | −2,350−29.9% | Reduced |
| Midwest Financial Group LLC | 5,508 | $229.9K | 0.13% | +101+1.9% | Added |
| Acorn Creek Capital LLC | 5,518 | $230.3K | 0.11% | −838−13.2% | Reduced |
| Alta Wealth Advisors LLC | 5,521 | $230.4K | 0.11% | +75+1.4% | Added |
| Strategic Planning Group, LLC | 5,522 | $230.5K | 0.05% | +303+5.8% | Added |
| Exchange Traded Concepts, LLC | 5,534 | $230.9K | 0.00% | +2,179+64.9% | Added |
| Cambridge Financial Group, LLC | 5,564 | $231.0K | 0.10% | +5,564 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,547 | $231.5K | 0.01% | −1,044−15.8% | Reduced |
| Elgethun Capital Management | 5,547 | $231.5K | 0.05% | −925−14.3% | Reduced |
| Skba Capital Management LLC | 5,550 | $231.6K | 0.03% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 5,557 | $231.9K | 0.10% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,560 | $232.0K | 0.06% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 5,573 | $232.6K | 0.34% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 5,574 | $232.6K | 0.10% | −4,818−46.4% | Reduced |
| Lavaca Capital LLC | 5,574 | $232.6K | 0.11% | 00.0% | Unchanged |
| Willner & Heller, LLC | 5,588 | $233.2K | 0.22% | +35+0.6% | Added |
| Werlinich Asset Management, LLC | 5,590 | $233.3K | 0.15% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5,595 | $233.5K | 0.16% | +8+0.1% | Added |
| Cardiff Park Advisors, LLC | 5,609 | $234.1K | 0.02% | +18+0.3% | Added |
| Kaufman Rossin Wealth, LLC | 5,610 | $234.1K | 0.17% | +945+20.3% | Added |
| Helium Advisors LLC | 5,613 | $234.2K | 0.17% | −786−12.3% | Reduced |
| Scott Capital Advisors, LLC | 5,615 | $234.3K | 0.07% | −259−4.4% | Reduced |
| Binnacle Investments Inc | 5,619 | $234.5K | 0.17% | +5,619 | New |
| Kondo Wealth Advisors, Inc. | 5,622 | $234.6K | 0.12% | +77+1.4% | Added |
| Sar Wealth Management Group, LLC | 5,633 | $235.1K | 0.16% | +530+10.4% | Added |
| Mountain Capital Investment Advisors, Inc | 5,940 | $235.1K | 0.05% | +418+7.6% | Added |
| Newbridge Financial Services Group, Inc. | 5,638 | $235.3K | 0.06% | −1,745−23.6% | Reduced |
| Madrona Financial Services, LLC | 5,645 | $235.6K | 0.06% | −202−3.5% | Reduced |
| Shelton Wealth Management, LLC | 5,651 | $235.8K | 0.14% | +3+0.1% | Added |
| Accelerate Investment Advisors LLC | 5,651 | $235.8K | 0.20% | +5,651 | New |
| Lincoln Capital LLC | 6,161 | $236.1K | 0.05% | −25−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 5,666 | $236.4K | 0.05% | +34+0.6% | Added |
| North Capital, Inc. | 5,671 | $236.7K | 0.22% | +5,671 | New |
| Convergence Financial, LLC | 5,682 | $237.1K | 0.05% | −163−2.8% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,685 | $237.2K | 0.08% | −216−3.7% | Reduced |
| Matrix Private Capital Group LLC | 5,695 | $237.6K | 0.14% | −649−10.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 5,706 | $238.1K | 0.19% | +58+1.0% | Added |
| Aletheian Wealth Advisors LLC | 5,715 | $238.5K | 0.13% | −133−2.3% | Reduced |