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 |
|---|---|---|---|---|---|
| 49 Wealth Management, LLC | 6,492 | $270.9K | 0.03% | +55+0.9% | Added |
| Private Wealth Management Group, LLC | 6,501 | $271.3K | 0.10% | +801+14.1% | Added |
| Gerber, LLC | 6,505 | $271.4K | 0.23% | −124−1.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 6,509 | $271.6K | 0.16% | −76−1.2% | Reduced |
| Kagan Cocozza Asset Management | 6,530 | $272.5K | 0.22% | −1,236−15.9% | Reduced |
| Asset Advisors Investment Management, LLC | 6,534 | $272.7K | 0.03% | +533+8.9% | Added |
| Waverton Investment Management Ltd | 6,532 | $272.7K | 0.00% | +310+5.0% | Added |
| Hunter Associates Investment Management LLC | 6,538 | $273.0K | 0.04% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 6,571 | $274.2K | 0.32% | −4,639−41.4% | Reduced |
| Tranquilli Financial Advisor LLC | 6,576 | $274.4K | 0.17% | +75+1.2% | Added |
| Core Wealth Partners LLC | 6,583 | $274.7K | 0.16% | −2,235−25.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 6,585 | $274.8K | 0.02% | +608+10.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 6,610 | $275.9K | 0.03% | +20.0% | Added |
| Avalon Trust Co | 6,624 | $276.4K | 0.02% | +4,905+285.3% | Added |
| Galvin, Gaustad & Stein, LLC | 6,628 | $276.6K | 0.02% | +28+0.4% | Added |
| Bristlecone Advisors, LLC | 6,643 | $277.2K | 0.02% | −896−11.9% | Reduced |
| Invenio Wealth Partners LLC | 6,654 | $277.7K | 0.12% | +119+1.8% | Added |
| Heartwood Wealth Advisors LLC | 6,656 | $277.8K | 0.03% | −243−3.5% | Reduced |
| Family Firm, Inc. | 6,669 | $278.3K | 0.06% | −214−3.1% | Reduced |
| Clarus Group, Inc. | 6,674 | $278.5K | 0.11% | −5,848−46.7% | Reduced |
| RWM Asset Management, LLC | 6,675 | $278.5K | 0.04% | −121−1.8% | Reduced |
| Ewa, LLC | 6,689 | $279.1K | 0.10% | +233+3.6% | Added |
| TFB Advisors LLC | 6,693 | $279.3K | 0.08% | +351+5.5% | Added |
| Cravens & Co Advisors, LLC | 6,700 | $279.6K | 0.22% | +6,700 | New |
| Kozak & Associates, Inc. | 7,634 | $279.9K | 0.07% | −485−6.0% | Reduced |
| Claris Advisors, LLC | 6,710 | $280.0K | 0.10% | +17+0.3% | Added |
| Abel Hall, LLC | 6,735 | $281.1K | 0.17% | −1,811−21.2% | Reduced |
| Nvest Financial, LLC | 6,757 | $282.0K | 0.15% | +5+0.1% | Added |
| Centennial Wealth Advisory LLC | 6,761 | $282.1K | 0.10% | +449+7.1% | Added |
| Northcape Wealth Management, LLC | 6,775 | $282.7K | 0.09% | −300−4.2% | Reduced |
| Atala Financial Inc | 6,778 | $282.8K | 0.21% | 00.0% | Unchanged |
| Andra AP-fonden | 6,800 | $283.8K | 0.00% | −32,200−82.6% | Reduced |
| Putney Financial Group LLC | 6,805 | $284.0K | 0.30% | −100−1.4% | Reduced |
| My Personal CFO, LLC | 6,814 | $284.4K | 0.14% | −129−1.9% | Reduced |
| Richardson Financial Services Inc. | 6,816 | $284.4K | 0.22% | +264+4.0% | Added |
| Ackerman Capital Advisors, LLC | 6,820 | $284.6K | 0.08% | −43−0.6% | Reduced |
| Tompkins Financial Corp | 6,824 | $284.8K | 0.03% | −100−1.4% | Reduced |
| Tacita Capital Inc | 6,835 | $285.2K | 0.21% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 6,839 | $285.4K | 0.18% | +14+0.2% | Added |
| Radnor Capital Management, LLC | 6,855 | $286.0K | 0.05% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 6,866 | $286.5K | 0.15% | +243+3.7% | Added |
| Beacon Capital Management, LLC | 6,884 | $287.3K | 0.04% | +307+4.7% | Added |
| Fairfield, Bush & Co. | 6,885 | $287.3K | 0.18% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,886 | $287.4K | 0.08% | +16+0.2% | Added |
| Bangor Savings Bank | 6,889 | $287.5K | 0.03% | −37−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 6,892 | $287.6K | 0.03% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 6,894 | $287.7K | 0.23% | +32+0.5% | Added |
| Texas Capital Bancshares Inc | 6,897 | $287.8K | 0.12% | −327−4.5% | Reduced |
| Wolff Wiese Magana LLC | 6,910 | $288.4K | 0.20% | +140+2.1% | Added |
| First American Trust, FSB | 6,933 | $289.3K | 0.03% | −3,959−36.3% | Reduced |
| Byrne Asset Management LLC | 6,946 | $289.9K | 0.22% | – | – |
| Wealth Group, Ltd. | 6,955 | $290.0K | 0.19% | −469−6.3% | Reduced |
| Montz Harcus Wealth Management LLC | 6,959 | $290.4K | 0.16% | +147+2.2% | Added |
| Salomon & Ludwin, LLC | 6,960 | $290.4K | 0.03% | −337−4.6% | Reduced |
| Oak Harvest Investment Services | 6,964 | $290.6K | 0.04% | +128+1.9% | Added |
| UMA Financial Services, Inc. | 6,966 | $290.7K | 0.05% | 00.0% | Unchanged |
| Burt Wealth Advisors | 6,966 | $290.7K | 0.07% | −792−10.2% | Reduced |
| Collective Family Office LLC | 6,971 | $290.9K | 0.08% | −466−6.3% | Reduced |
| Lee Johnson Capital Management, LLC | 6,985 | $291.5K | 0.15% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,000 | $292.1K | 0.10% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 7,026 | $293.2K | 0.11% | +28+0.4% | Added |
| Pennsylvania Capital Management Inc | 7,036 | $293.6K | 0.11% | −357−4.8% | Reduced |
| Pacific Center for Financial Services | 7,047 | $294.1K | 0.08% | +5+0.1% | Added |
| W Advisors, LLC | 7,059 | $294.6K | 0.18% | +155+2.2% | Added |
| Fiducient Advisors LLC | 7,076 | $295.3K | 0.04% | +7,076 | New |
| Kraematon Investment Advisors, Inc | 7,091 | $295.9K | 0.30% | −38−0.5% | Reduced |
| Rainey & Randall Investment Management Inc. | 7,093 | $296.0K | 0.06% | +7,093 | New |
| Bull Street Advisors, LLC | 7,087 | $296.0K | 0.14% | −400−5.3% | Reduced |
| Paladin Advisory Group, LLC | 7,096 | $296.1K | 0.24% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 7,125 | $297.3K | 0.13% | −100−1.4% | Reduced |
| Brass Tax Wealth Management, Inc | 7,133 | $297.7K | 0.06% | +239+3.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 7,159 | $298.7K | 0.22% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 7,188 | $299.0K | 0.15% | +1,782+33.0% | Added |
| MBB Public Markets I LLC | 7,166 | $299.0K | 0.03% | +7,166 | New |
| Ariston Services Group | 7,167 | $299.1K | 0.25% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 7,172 | $299.3K | 0.06% | +1,604+28.8% | Added |
| Widmann Financial Services, Inc. | 7,178 | $299.5K | 0.23% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 7,189 | $300.0K | 0.03% | +1,087+17.8% | Added |
| Fairview Capital Investment Management, LLC | 7,193 | $300.2K | 0.02% | +7,193 | New |
| Byrne Financial Freedom, LLC | 7,201 | $300.5K | 0.17% | +19+0.3% | Added |
| Ellis Investment Partners, LLC | 7,218 | $301.2K | 0.06% | −676−8.6% | Reduced |
| Miramar Capital, LLC | 7,218 | $301.2K | 0.07% | −700−8.8% | Reduced |
| Lewis Asset Management, LLC | 7,226 | $301.5K | 0.25% | +2,313+47.1% | Added |
| Capital Investment Counsel, LLC | 7,227 | $301.6K | 0.05% | +353+5.1% | Added |
| Sentry LLC | 7,231 | $301.8K | 0.06% | 00.0% | Unchanged |
| Citrine Capital LLC | 7,254 | $302.7K | 0.19% | −57−0.8% | Reduced |
| Root Financial Partners, LLC | 7,254 | $302.7K | 0.03% | −385−5.0% | Reduced |
| Centric Wealth Management | 7,266 | $303.2K | 0.08% | −157−2.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7,281 | $303.8K | 0.16% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 7,300 | $304.6K | 0.11% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 7,291 | $304.7K | 0.21% | +446+6.5% | Added |
| Sovran Advisors, LLC | 8,153 | $305.0K | 0.04% | +2,218+37.4% | Added |
| Grant Private Wealth Management Inc | 7,311 | $305.1K | 0.33% | −56−0.8% | Reduced |
| Sharper & Granite LLC | 7,320 | $305.5K | 0.13% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 7,321 | $305.5K | 0.18% | −250−3.3% | Reduced |
| Strategy Asset Managers LLC | 7,333 | $306.0K | 0.06% | −237−3.1% | Reduced |
| Tobam | 7,322 | $306.0K | 0.13% | −11,895−61.9% | Reduced |
| Trilogy Capital Inc. | 7,336 | $306.1K | 0.02% | −1,015−12.2% | Reduced |
| Financial Perspectives, Inc | 7,336 | $306.1K | 0.10% | −1,269−14.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 7,341 | $306.3K | 0.06% | +536+7.9% | Added |