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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 5,717 | $238.6K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5,717 | $238.6K | 0.22% | +71+1.3% | Added |
| McNamara Financial Services, Inc. | 5,722 | $238.8K | 0.05% | +5,722 | New |
| St. Louis Trust Co | 5,725 | $238.9K | 0.03% | +5,725 | New |
| Allen Investment Management LLC | 5,726 | $238.9K | 0.00% | −135−2.3% | Reduced |
| Plan Group Financial, LLC | 5,735 | $239.3K | 0.09% | +5,735 | New |
| Ironwood Investment Management LLC | 5,739 | $239.5K | 0.13% | −100−1.7% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,743 | $239.7K | 0.03% | +514+9.8% | Added |
| Tucker Asset Management LLC | 5,744 | $239.7K | 0.08% | −1,483−20.5% | Reduced |
| K.J. Harrison & Partners Inc | 5,745 | $239.7K | 0.05% | −5−0.1% | Reduced |
| Annandale Capital, LLC | 5,752 | $240.0K | 0.04% | +10.0% | Added |
| Bush Investment Group, LLC | 5,792 | $241.7K | 0.18% | −240−4.0% | Reduced |
| Sage Rhino Capital LLC | 5,793 | $241.7K | 0.06% | −106−1.8% | Reduced |
| Almanack Investment Partners, LLC. | 5,809 | $242.4K | 0.05% | −3,582−38.1% | Reduced |
| Passive Capital Management, LLC. | 5,810 | $242.5K | 0.08% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 5,811 | $242.5K | 0.04% | +3+0.1% | Added |
| Integrity Wealth Solutions LLC | 5,817 | $242.7K | 0.13% | +25+0.4% | Added |
| Flywheel Private Wealth LLC | 5,825 | $243.1K | 0.22% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,843 | $243.8K | 0.05% | +38+0.7% | Added |
| WFA Asset Management Corp | 6,439 | $244.2K | 0.13% | +210+3.4% | Added |
| Paragon Private Wealth Management, LLC | 5,862 | $244.6K | 0.11% | +5,862 | New |
| Luts & Greenleigh Group, Inc | 5,872 | $245.1K | 0.24% | −18−0.3% | Reduced |
| Keystone Financial Planning, Inc. | 5,881 | $245.4K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,881 | $245.4K | 0.03% | +20.0% | Added |
| Clayton Financial Group LLC | 5,894 | $246.0K | 0.09% | 00.0% | Unchanged |
| Davidson Trust Co | 5,902 | $246.3K | 0.12% | +200+3.5% | Added |
| Aureus Asset Management, LLC | 5,904 | $246.4K | 0.02% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 5,917 | $246.9K | 0.04% | −59−1.0% | Reduced |
| Everstar Asset Management, LLC | 5,926 | $247.3K | 0.16% | −7,990−57.4% | Reduced |
| First County Bank | 5,942 | $248.0K | 0.14% | +431+7.8% | Added |
| Donaldson Capital Management, LLC | 5,943 | $248.0K | 0.01% | −119−2.0% | Reduced |
| Cora Capital Advisors LLC | 5,951 | $248.3K | 0.12% | +125+2.1% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,772 | $248.3K | 0.05% | −573−7.8% | Reduced |
| Ahl Investment Management, Inc. | 5,953 | $248.4K | 0.17% | +303+5.4% | Added |
| Douglass Winthrop Advisors, LLC | 5,979 | $249.5K | 0.00% | −171−2.8% | Reduced |
| First Nebraska Trust Co | 5,979 | $249.5K | 0.02% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 5,988 | $249.9K | 0.04% | +190+3.3% | Added |
| CWC Advisors, LLC. | 5,999 | $250.3K | 0.14% | +5,999 | New |
| CTC Alternative Strategies, Ltd. | 6,000 | $250.4K | 0.31% | +6,000 | New |
| Good Steward Wealth Advisors,LLC | 6,003 | $250.5K | 0.23% | +6,003 | New |
| Market Street Wealth Management Advisors LLC | 6,008 | $250.7K | 0.04% | +209+3.6% | Added |
| Clay Northam Wealth Management, LLC | 6,012 | $250.9K | 0.18% | −8−0.1% | Reduced |
| GK Wealth Management LLC | 6,023 | $251.3K | 0.31% | −1,353−18.3% | Reduced |
| Hamilton Capital Partners, LLC | 6,031 | $251.7K | 0.16% | +37+0.6% | Added |
| Sunbeam Capital Management, LLC | 6,037 | $251.9K | 0.24% | +11+0.2% | Added |
| Cable Hill Partners, LLC | 6,349 | $253.2K | 0.02% | +1,682+36.0% | Added |
| Crown Wealth Group, LLC | 6,080 | $253.7K | 0.13% | +291+5.0% | Added |
| AIFG Consultants Ltd. | 6,091 | $254.2K | 0.42% | −38−0.6% | Reduced |
| Southern Capital Advisors, LLC | 6,095 | $254.3K | 0.14% | +7+0.1% | Added |
| 5T Wealth, LLC | 6,096 | $254.4K | 0.14% | +1,262+26.1% | Added |
| Sterling Investment Advisors, Ltd. | 6,096 | $254.4K | 0.06% | +79+1.3% | Added |
| First National Bank | 6,099 | $254.5K | 0.17% | −16−0.3% | Reduced |
| DDD Partners, LLC | 6,112 | $255.1K | 0.03% | +136+2.3% | Added |
| Burk Holdings LLC | 6,115 | $255.2K | 0.19% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 6,115 | $255.2K | 0.10% | +6+0.1% | Added |
| Planning Alternatives Ltd | 6,117 | $255.3K | 0.04% | +6,117 | New |
| LeClair Wealth Partners LLC | 6,119 | $255.3K | 0.18% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6,122 | $255.5K | 0.04% | +11+0.2% | Added |
| Missouri Trust & Investment Co | 6,125 | $255.6K | 0.09% | −275−4.3% | Reduced |
| Granite Investment Partners, LLC | 6,125 | $255.6K | 0.01% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 6,137 | $256.1K | 0.22% | +1,445+30.8% | Added |
| Powell Investment Advisors, LLC | 6,138 | $256.1K | 0.13% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 6,138 | $256.2K | 0.18% | −173−2.7% | Reduced |
| Rainier Family Wealth Inc | 6,157 | $256.9K | 0.30% | −893−12.7% | Reduced |
| Northern Oak Wealth Management Inc | 6,169 | $257.4K | 0.03% | −1,965−24.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 6,173 | $257.6K | 0.06% | −124−2.0% | Reduced |
| Fortress Financial Group, LLC | 6,185 | $258.1K | 0.26% | +35+0.6% | Added |
| Fairscale Capital, LLC | 6,195 | $258.5K | 0.23% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6,209 | $259.1K | 0.08% | −50−0.8% | Reduced |
| Professional Advisory Services Inc | 6,242 | $260.0K | 0.04% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 6,235 | $260.2K | 0.19% | +6,235 | New |
| Saxon Interests, Inc. | 6,246 | $260.6K | 0.12% | +563+9.9% | Added |
| Correct Capital Wealth Management | 6,268 | $261.6K | 0.05% | −28−0.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 6,270 | $261.6K | 0.21% | +6,270 | New |
| MPS Loria Financial Planners, LLC | 6,274 | $261.8K | 0.08% | +31+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,279 | $262.0K | 0.10% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 6,279 | $262.0K | 0.13% | −31,136−83.2% | Reduced |
| Plan A Wealth LLC | 6,293 | $262.6K | 0.20% | −116−1.8% | Reduced |
| New Jersey Better Educational Savings Trust | 6,297 | $262.8K | 0.51% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 6,304 | $263.1K | 0.04% | +324+5.4% | Added |
| Oak Hill Wealth Advisors, LLC | 6,322 | $263.8K | 0.06% | −65−1.0% | Reduced |
| Mission Financial Group, LLC | 5,418 | $264.1K | 0.25% | +5,418 | New |
| BluePointe Capital Management, LLC | 6,334 | $264.3K | 0.10% | +6,334 | New |
| Linden Thomas Advisory Services, LLC | 6,343 | $264.7K | 0.03% | +136+2.2% | Added |
| Capital Advantage, Inc. | 6,038 | $265.4K | 0.05% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 6,366 | $265.7K | 0.19% | +1,182+22.8% | Added |
| Proactive Wealth Strategies LLC | 6,368 | $266.0K | 0.14% | +39+0.6% | Added |
| WMG Financial Advisors, LLC | 6,377 | $266.1K | 0.11% | +151+2.4% | Added |
| Charter Oak Capital Management, LLC | 6,379 | $266.2K | 0.02% | +390+6.5% | Added |
| Wells Trecaso Financial Group, LLC | 6,382 | $266.3K | 0.09% | +6+0.1% | Added |
| Sandy Cove Advisors, LLC | 6,389 | $266.6K | 0.11% | −2,038−24.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 6,401 | $267.1K | 0.24% | +1,528+31.4% | Added |
| Napatree Capital LLC | 6,405 | $267.3K | 0.15% | +6,405 | New |
| Monument Capital Management | 6,407 | $267.3K | 0.08% | −1,026−13.8% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,420 | $267.9K | 0.14% | +10.0% | Added |
| Archford Capital Strategies, LLC | 6,446 | $269.0K | 0.04% | −1,714−21.0% | Reduced |
| EdgeRock Capital LLC | 6,465 | $269.8K | 0.19% | +296+4.8% | Added |
| West Wealth Group, LLC | 6,511 | $270.2K | 0.08% | −658−9.2% | Reduced |
| Andina Capital Management, LLC | 6,482 | $270.5K | 0.19% | +1,482+29.6% | Added |
| Lynx Investment Advisory | 6,489 | $270.8K | 0.18% | 00.0% | Unchanged |