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 |
|---|---|---|---|---|---|
| DDFG, Inc | 8,182 | $341.4K | 0.09% | −199−2.4% | Reduced |
| Arbor Investment Advisors, LLC | 8,221 | $343.1K | 0.05% | −729−8.1% | Reduced |
| Financial & Tax Architects, LLC | 8,222 | $343.1K | 0.09% | +8,222 | New |
| Old North State Wealth Management, LLC | 8,241 | $344.0K | 0.19% | −21−0.3% | Reduced |
| Fort Point Capital Partners LLC | 8,260 | $344.7K | 0.04% | −226−2.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 8,276 | $345.4K | 0.21% | +10+0.1% | Added |
| Charles Schwab Trust Co | 8,277 | $345.4K | 0.03% | −678−7.6% | Reduced |
| Rice Partnership, LLC | 8,278 | $345.4K | 0.07% | −3,033−26.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 8,279 | $345.5K | 0.11% | +236+2.9% | Added |
| J. W. Coons Advisors, LLC | 8,286 | $345.8K | 0.09% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 8,300 | $346.4K | 0.35% | −6,350−43.3% | Reduced |
| Mirador Capital Partners LP | 8,311 | $346.8K | 0.06% | +283+3.5% | Added |
| Quantum Financial Advisors, LLC | 8,317 | $347.1K | 0.05% | −653−7.3% | Reduced |
| Atlantic Trust, LLC | 8,324 | $347.4K | 0.08% | −281−3.3% | Reduced |
| Brio Consultants, LLC | 8,332 | $347.7K | 0.05% | +1,311+18.7% | Added |
| Lebenthal Global Advisors, LLC | 8,347 | $348.3K | 0.07% | −396−4.5% | Reduced |
| Successful Portfolios LLC | 8,360 | $348.9K | 0.24% | −35−0.4% | Reduced |
| MKT Advisors LLC | 9,817 | $349.3K | 0.16% | −49−0.5% | Reduced |
| Pacific Global Investment Management CO | 8,373 | $349.4K | 0.49% | −2,288−21.5% | Reduced |
| BlueChip Wealth Advisors LLC | 8,389 | $350.1K | 0.17% | −1,000−10.7% | Reduced |
| Segment Wealth Management, LLC | 8,390 | $350.1K | 0.02% | +3,332+65.9% | Added |
| Renasant Bank | 8,405 | $350.7K | 0.23% | +3,310+65.0% | Added |
| XTX Topco Ltd | 8,406 | $350.8K | 0.02% | +8,406 | New |
| Catherine Avery Investment Management LLC | 8,407 | $350.8K | 0.31% | −1,124−11.8% | Reduced |
| Alhambra Investment Partners LLC | 8,408 | $350.9K | 0.18% | +994+13.4% | Added |
| Avenue 1 Advisors, LLC | 8,411 | $351.0K | 0.14% | +1,033+14.0% | Added |
| Victory Financial Group, LLC | 8,514 | $351.1K | 0.07% | +3,901+84.6% | Added |
| Polymer Capital Management (US) LLC | 8,433 | $351.9K | 0.11% | −8,765−51.0% | Reduced |
| Global Assets Advisory, LLC | 9,557 | $352.0K | 0.07% | +9,557 | New |
| Axis Wealth Partners, LLC | 8,451 | $352.6K | 0.26% | +38+0.5% | Added |
| Vista Wealth Management Group, LLC | 8,456 | $352.9K | 0.02% | +468+5.9% | Added |
| Maxele Advisors, LLC | 8,457 | $352.9K | 0.34% | −100−1.2% | Reduced |
| Westshore Wealth, LLC | 8,459 | $353.0K | 0.15% | −50−0.6% | Reduced |
| Vivaldi Capital Management, LLC | 8,464 | $353.2K | 0.06% | −1,869−18.1% | Reduced |
| Keudell/Morrison Wealth Management | 8,466 | $353.3K | 0.08% | +175+2.1% | Added |
| Arthur M. Cohen & Associates, LLC | 8,471 | $353.5K | 0.07% | −947−10.1% | Reduced |
| Sutton Place Investors LLC | 8,471 | $353.5K | 0.24% | +809+10.6% | Added |
| CBIZ Investment Advisory Services, LLC | 8,508 | $355.0K | 0.02% | +828+10.8% | Added |
| Nadler Financial Group, Inc. | 8,524 | $355.7K | 0.04% | −402−4.5% | Reduced |
| Osborne Partners Capital Management, LLC | 8,541 | $356.4K | 0.02% | +700+8.9% | Added |
| Marshall Financial Group Inc | 8,566 | $357.5K | 0.11% | +51+0.6% | Added |
| Centerpoint Advisory Group | 8,572 | $357.7K | 0.35% | −278−3.1% | Reduced |
| Tudor Investment Corp Et Al | 8,582 | $358.1K | 0.00% | +8,582 | New |
| Mill Creek Capital Advisors, LLC | 8,583 | $358.2K | 0.01% | −128−1.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 8,633 | $360.3K | 0.03% | +1,632+23.3% | Added |
| Perennial Advisors, LLC | 8,637 | $360.4K | 0.07% | +8,637 | New |
| Ti-Trust, Inc | 8,646 | $360.8K | 0.24% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 8,675 | $362.0K | 0.07% | −373−4.1% | Reduced |
| Clarity Capital Partners LLC | 8,675 | $362.0K | 0.15% | −20−0.2% | Reduced |
| Vicus Capital | 8,678 | $362.1K | 0.03% | −2,081−19.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 9,092 | $362.6K | 0.16% | −172−1.9% | Reduced |
| Curat Global, LLC | 8,690 | $362.6K | 0.44% | +8,690 | New |
| FMB Wealth Management | 8,693 | $362.8K | 0.20% | +8,693 | New |
| Sonata Capital Group Inc | 8,700 | $363.0K | 0.16% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,710 | $363.5K | 0.05% | +565+6.9% | Added |
| Clear Creek Financial Management, LLC | 8,715 | $363.7K | 0.04% | +3,489+66.8% | Added |
| Readystate Asset Management LP | 8,717 | $363.8K | 0.02% | +8,717 | New |
| Atlas Private Wealth Advisors | 8,720 | $363.9K | 0.05% | +1,552+21.7% | Added |
| Strategic Advocates LLC | 8,723 | $364.0K | 0.13% | −751−7.9% | Reduced |
| Encompass More Asset Management | 8,747 | $365.1K | 0.11% | +61+0.7% | Added |
| Legacy Capital Wealth Partners, LLC | 8,754 | $365.3K | 0.09% | −160−1.8% | Reduced |
| Vista Capital Partners, Inc. | 8,754 | $365.3K | 0.04% | +375+4.5% | Added |
| Consilio Wealth Advisors, LLC | 8,805 | $367.4K | 0.15% | +285+3.3% | Added |
| Southland Equity Partners LLC | 8,808 | $367.6K | 0.09% | −208−2.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 8,827 | $368.3K | 0.20% | +461+5.5% | Added |
| Jackson Hole Capital Partners, LLC | 8,836 | $368.7K | 0.07% | +20.0% | Added |
| BG Investment Services, Inc. | 8,836 | $368.7K | 0.40% | +181+2.1% | Added |
| Poinciana Advisors Group, LLC | 8,888 | $370.9K | 0.38% | −110−1.2% | Reduced |
| Gsa Capital Partners LLP | 8,894 | $371.0K | 0.03% | −14,215−61.5% | Reduced |
| London Co of Virginia | 8,898 | $371.3K | 0.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 8,902 | $371.5K | 0.10% | +237+2.7% | Added |
| Allen Wealth Management, LLC | 8,902 | $371.5K | 0.26% | +1,750+24.5% | Added |
| CVA Family Office, LLC | 8,932 | $372.7K | 0.06% | +1,557+21.1% | Added |
| Private Capital Management, LLC | 8,952 | $373.6K | 0.04% | −48−0.5% | Reduced |
| Prossimo Advisors, LLC | 8,956 | $374.0K | 0.28% | +76+0.9% | Added |
| Evergreen Wealth Solutions, LLC | 8,981 | $374.8K | 0.25% | −1,678−15.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,965 | $375.0K | 0.04% | −4,962−35.6% | Reduced |
| Freedom Day Solutions, LLC | 8,997 | $375.4K | 0.11% | −2,292−20.3% | Reduced |
| MBA Advisors LLC | 9,004 | $375.7K | 0.19% | +185+2.1% | Added |
| TrueWealth Advisors, LLC | 9,006 | $375.8K | 0.12% | +290+3.3% | Added |
| Vaughan David Investments LLC | 9,008 | $376.0K | 0.01% | −650−6.7% | Reduced |
| Van Hulzen Asset Management, LLC | 9,015 | $376.2K | 0.03% | +111+1.2% | Added |
| Barry Investment Advisors, LLC | 9,045 | $377.5K | 0.10% | −3,422−27.4% | Reduced |
| Eagle Wealth Strategies LLC | 9,073 | $378.6K | 0.23% | +100+1.1% | Added |
| Hyperion Capital Advisors LP | 9,081 | $378.9K | 0.21% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 9,099 | $379.7K | 0.07% | 00.0% | Unchanged |
| Round Hill Asset Management | 9,100 | $379.7K | 0.27% | −165−1.8% | Reduced |
| Wolf Group Capital Advisors | 9,102 | $379.8K | 0.13% | +9,102 | New |
| Cooper/Haims Advisors, LLC | 9,103 | $379.9K | 0.21% | −115−1.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 9,107 | $380.0K | 0.32% | +5+0.1% | Added |
| Sendero Wealth Management, LLC | 9,112 | $380.2K | 0.05% | +485+5.6% | Added |
| Stablepoint Partners, LLC | 9,120 | $380.6K | 0.07% | +1,087+13.5% | Added |
| Powers Advisory Group, LLC | 9,130 | $381.0K | 0.18% | −90−1.0% | Reduced |
| Range Financial Group LLC | 9,136 | $381.2K | 0.17% | +379+4.3% | Added |
| New England Professional Planning Group Inc. | 9,139 | $381.4K | 0.19% | 00.0% | Unchanged |
| Essex Savings Bank | 9,153 | $381.9K | 0.09% | −1,206−11.6% | Reduced |
| Alpha Financial Partners, LLC | 9,164 | $382.4K | 0.31% | +514+5.9% | Added |
| Fortis Capital Advisors, LLC | 9,194 | $383.7K | 0.08% | +9,194 | New |
| Coyle Financial Counsel LLC | 9,214 | $384.5K | 0.12% | +683+8.0% | Added |
| Essex LLC | 9,228 | $385.1K | 0.08% | +7+0.1% | Added |