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 |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 7,342 | $306.4K | 0.03% | +28+0.4% | Added |
| BostonPremier Wealth LLC | 7,342 | $306.4K | 0.19% | +540+7.9% | Added |
| Alpha Financial Advisors, LLC | 7,344 | $306.5K | 0.14% | +1,996+37.3% | Added |
| Retirement Planning Group | 7,355 | $306.9K | 0.01% | −386−5.0% | Reduced |
| D'Orazio & Associates, Inc. | 7,364 | $307.3K | 0.05% | +589+8.7% | Added |
| Maltin Wealth Management, Inc. | 7,371 | $307.6K | 0.14% | +40+0.5% | Added |
| Guerra Pan Advisors, LLC | 7,401 | $308.8K | 0.24% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,410 | $309.2K | 0.07% | −347−4.5% | Reduced |
| Cardinal Capital Management, Inc. | 7,420 | $309.6K | 0.01% | −337−4.3% | Reduced |
| Hummer Financial Advisory Services Inc | 7,422 | $309.7K | 0.25% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 7,430 | $310.1K | 0.17% | −438−5.6% | Reduced |
| Weaver Consulting Group | 7,440 | $310.5K | 0.09% | +400+5.7% | Added |
| Logan Capital Management Inc | 7,443 | $310.6K | 0.01% | −35−0.5% | Reduced |
| Ring Mountain Capital, LLC | 7,449 | $310.9K | 0.23% | −277−3.6% | Reduced |
| AXS Investments LLC | 7,461 | $311.3K | 0.09% | −327−4.2% | Reduced |
| Meridian Wealth Advisors, LLC | 7,496 | $312.8K | 0.05% | −95−1.3% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $313.0K | 0.01% | 00.0% | Unchanged |
| BCS Wealth Management | 7,510 | $313.0K | 0.08% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 7,501 | $313.0K | 0.09% | +1,964+35.5% | Added |
| Walter & Keenan Financial Consulting Co | 7,502 | $313.1K | 0.09% | +1,133+17.8% | Added |
| Northwest Wealth Management, LLC | 7,511 | $313.4K | 0.06% | −749−9.1% | Reduced |
| Leo Wealth, LLC | 7,518 | $313.7K | 0.05% | −5,082−40.3% | Reduced |
| TSFG, LLC | 7,529 | $314.0K | 0.06% | −376−4.8% | Reduced |
| Two Sigma Securities, LLC | 7,532 | $314.3K | 0.05% | −13,136−63.6% | Reduced |
| Arcus Capital Partners, LLC | 7,535 | $314.4K | 0.13% | +1,019+15.6% | Added |
| Madison Park Capital Advisors, LLC | 7,536 | $314.5K | 0.28% | −211−2.7% | Reduced |
| Hickory Asset Management, Inc. | 7,539 | $314.6K | 0.28% | −78−1.0% | Reduced |
| Consolidated Planning Corp | 7,543 | $314.8K | 0.04% | −549−6.8% | Reduced |
| Willow Creek Wealth Management Inc. | 7,544 | $314.8K | 0.03% | +558+8.0% | Added |
| Spartan Planning & Wealth Management | 7,547 | $314.9K | 0.31% | −7,710−50.5% | Reduced |
| Beacon Financial Advisory LLC | 7,564 | $315.6K | 0.10% | −47−0.6% | Reduced |
| Bellevue Asset Management, LLC | 7,571 | $315.9K | 0.17% | +20.0% | Added |
| Catalina Capital Group, LLC | 7,589 | $316.7K | 0.21% | −22,177−74.5% | Reduced |
| Riverview Capital Advisers, LLC | 7,598 | $317.1K | 0.10% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 7,607 | $317.4K | 0.10% | −25−0.3% | Reduced |
| Investment Partners, Ltd. | 7,607 | $317.5K | 0.13% | +233+3.2% | Added |
| Blue Barn Wealth, LLC | 7,616 | $317.8K | 0.17% | +31+0.4% | Added |
| Goldstein Advisors, LLC | 7,617 | $317.9K | 0.05% | +102+1.4% | Added |
| CFM Wealth Partners LLC | 7,628 | $318.3K | 0.06% | −455−5.6% | Reduced |
| Wealthcare Capital Partners, LLC | 7,659 | $319.6K | 0.16% | +364+5.0% | Added |
| Payne Capital Management, LLC | 7,665 | $319.9K | 0.14% | +218+2.9% | Added |
| Duncan Williams Asset Management, LLC | 7,669 | $320.0K | 0.12% | −52−0.7% | Reduced |
| Royal Fund Management, LLC | 7,671 | $320.2K | 0.04% | −34−0.4% | Reduced |
| Warwick Investment Management, Inc. | 7,686 | $320.7K | 0.07% | −879−10.3% | Reduced |
| Howard Financial Services, Ltd. | 7,686 | $320.7K | 0.04% | +104+1.4% | Added |
| Nexus Investment Management ULC | 5,350 | $321.1K | 0.04% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,704 | $321.5K | 0.11% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,706 | $321.6K | 0.04% | +16+0.2% | Added |
| Community Trust & Investment Co | 7,710 | $321.7K | 0.02% | −342−4.2% | Reduced |
| Fielder Capital Group LLC | 7,715 | $322.0K | 0.09% | +784+11.3% | Added |
| Capital Advisors, Ltd. LLC | 7,716 | $322.0K | 0.04% | −70−0.9% | Reduced |
| SNS Financial Group, LLC | 7,729 | $322.5K | 0.03% | +102+1.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 7,731 | $322.6K | 0.08% | −377−4.6% | Reduced |
| Townsend & Associates, Inc | 8,778 | $324.1K | 0.03% | 00.0% | Unchanged |
| Middleton & Co Inc | 7,774 | $324.4K | 0.04% | −3,327−30.0% | Reduced |
| waypoint wealth counsel | 7,775 | $324.5K | 0.20% | +359+4.8% | Added |
| Summit Financial Strategies, Inc. | 7,776 | $324.5K | 0.03% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 7,778 | $324.6K | 0.11% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 7,826 | $324.8K | 0.15% | +1,338+20.6% | Added |
| CoreFirst Bank & Trust | 7,798 | $325.4K | 0.21% | 00.0% | Unchanged |
| CLG LLC | 7,799 | $325.5K | 0.11% | +10+0.1% | Added |
| Investment Advisory Group, LLC | 7,804 | $325.6K | 0.11% | +70+0.9% | Added |
| Morling Financial Advisors, LLC | 7,821 | $326.4K | 0.11% | +588+8.1% | Added |
| Indiana Trust & Investment Management CO | 7,836 | $327.0K | 0.12% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,842 | $327.2K | 0.04% | −309−3.8% | Reduced |
| Pflug Koory, LLC | 7,850 | $327.6K | 0.18% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,855 | $327.8K | 0.09% | −383−4.6% | Reduced |
| First Bank & Trust | 7,858 | $327.9K | 0.06% | +325+4.3% | Added |
| Alliance Wealth Advisors, LLC | 7,860 | $328.0K | 0.09% | −363−4.4% | Reduced |
| Gould Asset Management LLC | 7,866 | $328.2K | 0.07% | −2,278−22.5% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 7,875 | $328.6K | 0.15% | −1,300−14.2% | Reduced |
| Integrity Wealth Advisors, Inc. | 7,890 | $329.3K | 0.24% | −124−1.5% | Reduced |
| Ameliora Wealth Management Ltd. | 7,892 | $329.3K | 0.12% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 7,898 | $329.6K | 0.09% | −63−0.8% | Reduced |
| Meridian Wealth Partners, LLC | 7,915 | $330.3K | 0.05% | −535−6.3% | Reduced |
| Forefront Wealth Partners, LLC | 7,923 | $330.6K | 0.23% | +418+5.6% | Added |
| Francis Financial, Inc. | 7,938 | $331.3K | 0.08% | −1,100−12.2% | Reduced |
| Chung Wu Investment Group, LLC | 7,950 | $331.8K | 0.40% | −100−1.2% | Reduced |
| Sterling Investment Counsel, LLC | 7,963 | $332.3K | 0.11% | +1,820+29.6% | Added |
| WealthTrak Capital Management LLC | 7,970 | $332.6K | 0.29% | +95+1.2% | Added |
| Hengehold Capital Management LLC | 7,974 | $332.8K | 0.03% | −139−1.7% | Reduced |
| May Hill Capital, LLC | 7,974 | $332.8K | 0.13% | +140+1.8% | Added |
| Jag Capital Management, LLC | 7,985 | $333.2K | 0.04% | −845−9.6% | Reduced |
| Hardy Reed LLC | 8,020 | $334.7K | 0.03% | +143+1.8% | Added |
| Sanders Morris Harris LLC | 8,023 | $334.8K | 0.05% | −157−1.9% | Reduced |
| Harold Davidson & Associates Inc. | 8,036 | $335.3K | 0.18% | −25−0.3% | Reduced |
| Cache Advisors, LLC | 8,036 | $335.3K | 0.13% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 8,054 | $336.1K | 0.03% | +1,533+23.5% | Added |
| JCIC Asset Management Inc. | 8,058 | $336.3K | 0.14% | −372−4.4% | Reduced |
| Financial Advisors, LLC | 8,061 | $336.4K | 0.07% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 8,074 | $336.9K | 0.51% | −27−0.3% | Reduced |
| SC&H Financial Advisors, Inc. | 8,077 | $337.1K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 8,078 | $337.1K | 0.06% | −9,309−53.5% | Reduced |
| Quest Partners LLC | 8,085 | $337.4K | 0.04% | +8,084+808,400.0% | Added |
| Oxford Financial Group Ltd | 8,090 | $337.6K | 0.02% | −1,365−14.4% | Reduced |
| BBR Partners, LLC | 8,102 | $338.1K | 0.02% | −1,714−17.5% | Reduced |
| United Bank | 8,118 | $338.8K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,131 | $339.3K | 0.02% | +550+7.3% | Added |
| Affinity Capital Advisors, LLC | 9,472 | $340.5K | 0.07% | 00.0% | Unchanged |
| Sequent Planning LLC | 8,168 | $340.9K | 0.12% | −223−2.7% | Reduced |