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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 9,249 | $386.0K | 0.05% | +21+0.2% | Added |
| Seeds Investor LLC | 9,270 | $386.8K | 0.11% | −1,953−17.4% | Reduced |
| Postrock Partners LLC | 9,271 | $386.9K | 0.19% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 9,280 | $387.3K | 0.11% | +1,184+14.6% | Added |
| Birch Financial Group, LLC | 9,291 | $387.7K | 0.35% | +972+11.7% | Added |
| KKM Financial LLC | 9,295 | $387.9K | 0.16% | −2,850−23.5% | Reduced |
| Financial Security Advisor, Inc. | 9,333 | $389.5K | 0.10% | +9+0.1% | Added |
| North Star Asset Management Inc | 9,348 | $390.1K | 0.02% | +3,228+52.7% | Added |
| LifeWealth Investments, LLC | 9,348 | $390.1K | 0.09% | +4,526+93.9% | Added |
| LCNB Corp | 9,364 | $390.8K | 0.14% | +532+6.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9,386 | $391.7K | 0.07% | +5,246+126.7% | Added |
| Jacobsen Capital Management | 9,402 | $392.3K | 0.17% | +373+4.1% | Added |
| RS Crum Inc. | 9,403 | $392.4K | 0.11% | +6+0.1% | Added |
| Cypress Wealth Services, LLC | 9,414 | $392.8K | 0.08% | −2,341−19.9% | Reduced |
| TCFG Wealth Management, LLC | 9,474 | $395.3K | 0.20% | +295+3.2% | Added |
| Argyle Capital Partners, LLC | 9,475 | $395.4K | 0.34% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 9,506 | $396.7K | 0.20% | −227−2.3% | Reduced |
| Romano Brothers and Company | 9,508 | $396.8K | 0.05% | −439−4.4% | Reduced |
| Belmont Capital, LLC | 9,514 | $397.0K | 0.07% | −86,520−90.1% | Reduced |
| Flagship Wealth Advisors, LLC | 9,516 | $397.1K | 0.17% | 00.0% | Unchanged |
| New World Advisors LLC | 9,519 | $397.2K | 0.09% | +1,419+17.5% | Added |
| Channel Wealth LLC | 9,527 | $397.5K | 0.12% | −544−5.4% | Reduced |
| Valley National Advisers Inc | 9,568 | $398.0K | 0.07% | +883+10.2% | Added |
| Black Swift Group, LLC | 9,540 | $398.1K | 0.09% | +290+3.1% | Added |
| Chatham Capital Group, Inc. | 9,549 | $398.5K | 0.07% | 00.0% | Unchanged |
| Novem Group | 9,554 | $398.7K | 0.06% | +1,833+23.7% | Added |
| Cherrydale Wealth Management, LLC | 9,594 | $400.4K | 0.16% | −433−4.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 11,141 | $400.5K | 0.03% | −1,447−11.5% | Reduced |
| Impact Capital Partners LLC | 9,606 | $400.9K | 0.15% | +465+5.1% | Added |
| Ameriflex Group, Inc. | 9,607 | $400.9K | 0.16% | +4,889+103.6% | Added |
| Garrett Investment Advisors LLC | 9,617 | $401.3K | 0.04% | +2,082+27.6% | Added |
| Bruce G. Allen Investments, LLC | 9,623 | $401.6K | 0.32% | −231−2.3% | Reduced |
| Veracity Capital LLC | 9,634 | $402.0K | 0.16% | −197−2.0% | Reduced |
| Verus Financial Partners, Inc. | 10,595 | $402.5K | 0.05% | −340−3.1% | Reduced |
| J. L. Bainbridge & Co., Inc. | 9,660 | $403.1K | 0.04% | 00.0% | Unchanged |
| HC Advisors, LLC | 9,679 | $403.9K | 0.30% | −425−4.2% | Reduced |
| Lokken Investment Group LLC | 9,681 | $404.0K | 0.17% | −84−0.9% | Reduced |
| Endeavor Private Wealth, Inc. | 9,724 | $405.7K | 0.22% | +6,736+225.4% | Added |
| BOS Asset Management, LLC | 9,728 | $405.9K | 0.14% | +40.0% | Added |
| Rosenberg Matthew Hamilton | 9,740 | $406.4K | 0.10% | +122+1.3% | Added |
| Mountain Pacific Investment Advisers Inc | 9,743 | $406.6K | 0.03% | −1,043−9.7% | Reduced |
| Riversedge Advisors, LLC | 9,759 | $407.3K | 0.09% | −107−1.1% | Reduced |
| Carrera Capital Advisors | 9,762 | $407.4K | 0.09% | +5,131+110.8% | Added |
| Tradewinds Capital Management, LLC | 9,775 | $407.9K | 0.11% | +10.0% | Added |
| Fire Capital Management LLC | 9,816 | $409.6K | 0.30% | +1,232+14.4% | Added |
| Tandem Wealth Advisors LLC | 9,817 | $409.7K | 0.21% | +1,013+11.5% | Added |
| St Germain D J Co Inc | 9,818 | $409.7K | 0.02% | −28−0.3% | Reduced |
| Townsend Asset Management Corp | 9,818 | $409.7K | 0.16% | −1,155−10.5% | Reduced |
| Walker Asset Management, LLC | 9,824 | $410.0K | 0.25% | −20−0.2% | Reduced |
| Alliance Wealth Management Group | 9,829 | $410.2K | 0.11% | −100−1.0% | Reduced |
| Promethium Advisors,llc | 9,840 | $410.6K | 0.26% | −750−7.1% | Reduced |
| CMT Capital Markets Trading GmbH | 9,855 | $411.0K | 0.17% | −45,996−82.4% | Reduced |
| Facet Wealth, Inc. | 10,000 | $411.2K | 0.01% | −590−5.6% | Reduced |
| Elevated Capital Advisors, LLC | 9,874 | $412.0K | 0.12% | −278−2.7% | Reduced |
| New Republic Capital, LLC | 9,878 | $412.2K | 0.18% | −953−8.8% | Reduced |
| Stone Point Wealth LLC | 9,900 | $413.1K | 0.14% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,915 | $413.8K | 0.04% | +9,915 | New |
| Bullock Wealth Management Group | 9,973 | $413.8K | 0.23% | −26−0.3% | Reduced |
| HBW Advisory Services LLC | 9,929 | $414.3K | 0.06% | −328−3.2% | Reduced |
| Ariadne Wealth Management, LP | 9,917 | $414.4K | 0.22% | −1,898−16.1% | Reduced |
| Consilium Wealth Advisory, LLC | 9,933 | $414.5K | 0.21% | +300+3.1% | Added |
| Net Worth Advisory Group | 9,940 | $414.8K | 0.13% | −469−4.5% | Reduced |
| Raleigh Capital Management Inc. | 9,953 | $415.3K | 0.19% | −3,144−24.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 9,956 | $415.5K | 0.17% | +44+0.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 9,960 | $415.6K | 0.02% | +934+10.3% | Added |
| Sara-Bay Financial | 10,101 | $416.7K | 0.18% | −999−9.0% | Reduced |
| Red Wave Investments LLC | 9,991 | $416.9K | 0.15% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10,000 | $417.3K | 0.26% | +10,000 | New |
| Catalyst Capital Advisors LLC | 10,005 | $417.5K | 0.01% | +1,298+14.9% | Added |
| DT Investment Partners, LLC | 10,009 | $417.7K | 0.04% | +100+1.0% | Added |
| Planned Solutions, Inc. | 10,022 | $418.2K | 0.17% | +2,324+30.2% | Added |
| Orrstown Financial Services Inc | 10,040 | $419.0K | 0.10% | +247+2.5% | Added |
| Allred Capital Management, LLC | 10,051 | $419.4K | 0.17% | +36+0.4% | Added |
| Cottonwood Capital Advisors, LLC | 10,060 | $419.8K | 0.31% | −784−7.2% | Reduced |
| Werba Rubin Papier Wealth Management | 10,066 | $420.1K | 0.09% | −1,712−14.5% | Reduced |
| Breed's Hill Capital LLC | 10,083 | $420.8K | 0.23% | −69−0.7% | Reduced |
| D L Carlson Investment Group Inc | 10,092 | $421.1K | 0.08% | 00.0% | Unchanged |
| Patten Group, Inc. | 10,098 | $421.4K | 0.10% | −1,162−10.3% | Reduced |
| FDx Advisors, Inc. | 10,103 | $422.0K | 0.14% | +206+2.1% | Added |
| Sawyer & Company, Inc | 10,147 | $423.0K | 0.17% | −1,460−12.6% | Reduced |
| Centurion Wealth Management LLC | 9,637 | $423.6K | 0.13% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 10,150 | $423.6K | 0.17% | −1,200−10.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 10,150 | $423.6K | 0.02% | −139−1.4% | Reduced |
| Resolute Wealth Strategies, LLC | 10,160 | $424.0K | 0.24% | +942+10.2% | Added |
| Pathway Financial Advisors LLC | 10,163 | $424.1K | 0.08% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 10,201 | $425.7K | 0.14% | +10.0% | Added |
| MQS Management LLC | 10,226 | $426.7K | 0.24% | +10,226 | New |
| Lincoln Capital Corp | 10,232 | $427.0K | 0.18% | −726−6.6% | Reduced |
| Boyd Watterson Asset Management LLC | 10,266 | $428.4K | 0.14% | −234−2.2% | Reduced |
| First Foundation Advisors | 10,275 | $428.8K | 0.02% | −482−4.5% | Reduced |
| Flaharty Asset Management, LLC | 10,276 | $428.8K | 0.06% | +1,363+15.3% | Added |
| Second Line Capital, LLC | 10,297 | $429.7K | 0.11% | +10,297 | New |
| Cornerstone Management, Inc. | 10,300 | $429.8K | 0.08% | 00.0% | Unchanged |
| Select Asset Management & Trust | 10,307 | $430.0K | 0.17% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,306 | $430.1K | 0.06% | +10.0% | Added |
| Brave Asset Management Inc | 10,375 | $432.9K | 0.14% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,371 | $433.0K | 0.06% | +10,371 | New |
| Carr Financial Group Corp | 10,379 | $433.1K | 0.14% | +1,168+12.7% | Added |
| Certified Advisory Corp | 10,402 | $434.1K | 0.05% | −43−0.4% | Reduced |
| Laidlaw Wealth Management LLC | 10,409 | $434.4K | 1.29% | +5,778+124.8% | Added |