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
- 3,214
- −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
- 1,377 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Plancorp, LLC | 103,576 | $4.32M | 0.17% | +5,696+5.8% | Added |
| Parallel Advisors, LLC | 103,522 | $4.32M | 0.10% | −6,744−6.1% | Reduced |
| Stieven Capital Advisors, L.P. | 103,437 | $4.32M | 0.84% | +200+0.2% | Added |
| Gables Capital Management Inc. | 102,794 | $4.29M | 2.12% | +5,017+5.1% | Added |
| Summit Financial, LLC | 102,500 | $4.28M | 0.12% | +22,374+27.9% | Added |
| Boston Private Wealth LLC | 102,449 | $4.28M | 0.18% | −19,201−15.8% | Reduced |
| Ironsides Asset Advisors, LLC | 102,305 | $4.27M | 1.25% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 102,288 | $4.27M | 0.19% | +64,824+173.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 101,960 | $4.25M | 0.40% | +7,460+7.9% | Added |
| Sigma Planning Corp | 101,930 | $4.25M | 0.14% | −2,781−2.7% | Reduced |
| Diversify Wealth Management, LLC | 106,239 | $4.25M | 0.32% | +28,860+37.3% | Added |
| SevenBridge Financial Group, LLC | 97,968 | $4.25M | 0.84% | −35,728−26.7% | Reduced |
| Silvant Capital Management LLC | 101,660 | $4.24M | 0.20% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 101,643 | $4.24M | 0.63% | −50,334−33.1% | Reduced |
| Harbor Investment Advisory, LLC | 101,604 | $4.24M | 0.41% | −551−0.5% | Reduced |
| Icon Advisers Inc | 101,590 | $4.24M | 0.99% | 00.0% | Unchanged |
| TCW Group Inc | 101,380 | $4.23M | 0.04% | +7,786+8.3% | Added |
| Van Eck Associates Corp | 101,046 | $4.22M | 0.01% | +35,055+53.1% | Added |
| AssuredPartners Investment Advisors, LLC | 100,969 | $4.21M | 0.81% | +6,098+6.4% | Added |
| Hardin Capital Partners, LLC | 100,617 | $4.20M | 2.57% | −4,740−4.5% | Reduced |
| NorthRock Partners, LLC | 100,600 | $4.20M | 0.14% | +9,020+9.8% | Added |
| Weinberger Asset Management, Inc | 100,290 | $4.19M | 1.80% | −229−0.2% | Reduced |
| We Are One Seven, LLC | 100,114 | $4.18M | 0.16% | −10,205−9.3% | Reduced |
| RedJay Asset Management Inc. | 100,000 | $4.17M | 2.26% | −150,000−60.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 99,400 | $4.15M | 0.77% | +1,820+1.9% | Added |
| Chicago Trust Co NA | 99,252 | $4.14M | 0.73% | −2,708−2.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 99,191 | $4.14M | 0.30% | −131−0.1% | Reduced |
| Abbot Financial Management, Inc. | 99,155 | $4.14M | 2.15% | −333−0.3% | Reduced |
| Harvey Capital Management Inc | 98,950 | $4.13M | 1.08% | −2,850−2.8% | Reduced |
| Gleason Group, Inc. | 98,764 | $4.12M | 0.74% | −193−0.2% | Reduced |
| AlphaCore Capital LLC | 98,372 | $4.10M | 0.35% | +31,599+47.3% | Added |
| DSG Capital Advisors, LLC | 98,337 | $4.10M | 0.83% | −55,315−36.0% | Reduced |
| Cloverfields Capital Group, LP | 98,288 | $4.10M | 1.35% | −405−0.4% | Reduced |
| Wernau Asset Management Inc. | 98,171 | $4.10M | 4.24% | −346−0.4% | Reduced |
| Vision Capital Management, Inc. | 98,002 | $4.09M | 0.59% | +42,185+75.6% | Added |
| Integrated Advisors Network LLC | 97,698 | $4.08M | 0.21% | −69,881−41.7% | Reduced |
| Investment House LLC | 97,689 | $4.08M | 0.23% | −8,225−7.8% | Reduced |
| 1st Source Bank | 97,193 | $4.06M | 0.24% | +756+0.8% | Added |
| Glass Wealth Management Co LLC | 97,122 | $4.05M | 2.43% | −9,420−8.8% | Reduced |
| Mengis Capital Management, Inc. | 97,075 | $4.05M | 0.85% | −3,147−3.1% | Reduced |
| SOL Capital Management CO | 96,927 | $4.04M | 0.45% | −475−0.5% | Reduced |
| Princeton Global Asset Management LLC | 96,871 | $4.04M | 0.80% | +1,404+1.5% | Added |
| Wright Investors Service Inc | 96,763 | $4.04M | 1.33% | +10,346+12.0% | Added |
| Victrix Investment Advisors | 98,670 | $4.01M | 2.11% | −6,059−5.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 96,086 | $4.01M | 1.42% | −3,313−3.3% | Reduced |
| Whittier Trust Co | 96,077 | $4.01M | 0.06% | −3,709−3.7% | Reduced |
| Group One Trading, L.P. | 96,046 | $4.01M | 0.17% | +79,150+468.5% | Added |
| Iowa State Bank | 96,036 | $4.01M | 0.85% | +6,020+6.7% | Added |
| WCG Wealth Advisors LLC | 95,489 | $3.98M | 0.30% | −12,999−12.0% | Reduced |
| Qtron Investments LLC | 95,312 | $3.98M | 0.60% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 95,175 | $3.97M | 3.02% | +7,034+8.0% | Added |
| Lazari Capital Management, Inc. | 95,037 | $3.97M | 1.62% | −3,600−3.6% | Reduced |
| FineMark National Bank & Trust | 95,031 | $3.97M | 0.14% | −5,888−5.8% | Reduced |
| Fred Alger Management, LLC | 94,622 | $3.95M | 0.02% | −101,241−51.7% | Reduced |
| Meitav Dash Investments Ltd | 94,802 | $3.95M | 0.07% | −241−0.3% | Reduced |
| Generali Investments, Management Co LLC | 94,508 | $3.94M | 1.12% | −5,363−5.4% | Reduced |
| Chemung Canal Trust Co | 94,002 | $3.92M | 0.86% | −2,987−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 93,662 | $3.92M | 0.20% | +3,957+4.4% | Added |
| Argyle Capital Management Inc. | 93,842 | $3.92M | 1.45% | +950+1.0% | Added |
| Marco Investment Management LLC | 93,669 | $3.91M | 0.36% | 00.0% | Unchanged |
| Profund Advisors LLC | 93,422 | $3.90M | 0.17% | −7,873−7.8% | Reduced |
| Long Focus Capital Management, LLC | 93,000 | $3.88M | 0.26% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 92,879 | $3.88M | 0.40% | +925+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 92,791 | $3.87M | 1.33% | +92,791 | New |
| S&CO Inc | 92,689 | $3.87M | 0.26% | −143−0.2% | Reduced |
| Benjamin Edwards Inc | 92,364 | $3.85M | 0.05% | −12,965−12.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 92,230 | $3.85M | 0.26% | −50,973−35.6% | Reduced |
| International Assets Investment Management, LLC | 238,473 | $3.84M | 0.34% | +150,299+170.5% | Added |
| BTG Pactual Asset Management US LLC | 91,718 | $3.83M | 0.50% | +65,947+255.9% | Added |
| Embree Financial Group | 91,665 | $3.83M | 0.64% | +386+0.4% | Added |
| Trust Co of Vermont | 91,521 | $3.82M | 0.19% | −2,131−2.3% | Reduced |
| Advisors Asset Management, Inc. | 91,262 | $3.81M | 0.07% | −18,775−17.1% | Reduced |
| Independent Financial Group, LLC | 91,078 | $3.80M | 0.13% | +1,659+1.9% | Added |
| Check Capital Management Inc | 90,913 | $3.79M | 0.25% | −2,176−2.3% | Reduced |
| Lyell Wealth Management, LP | 90,317 | $3.77M | 0.35% | −144−0.2% | Reduced |
| Brick & Kyle, Associates | 91,699 | $3.77M | 1.73% | −540−0.6% | Reduced |
| Chemistry Wealth Management LLC | 90,059 | $3.76M | 0.87% | −4,960−5.2% | Reduced |
| Capital Investment Counsel, Inc | 89,752 | $3.75M | 0.56% | +2,275+2.6% | Added |
| Plimoth Trust Co LLC | 89,320 | $3.73M | 0.97% | +1,805+2.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 89,193 | $3.72M | 0.01% | +3,411+4.0% | Added |
| Hudson Valley Investment Advisors Inc | 89,143 | $3.72M | 0.44% | −7,485−7.7% | Reduced |
| BancorpSouth Bank | 89,046 | $3.72M | 0.27% | +673+0.8% | Added |
| Bank of New Hampshire | 89,040 | $3.72M | 0.97% | −1,651−1.8% | Reduced |
| Norden Group LLC | 89,035 | $3.72M | 0.43% | +3,068+3.6% | Added |
| Joel Isaacson & Co., LLC | 89,008 | $3.71M | 0.17% | +5,345+6.4% | Added |
| E Fund Management Co., Ltd. | 88,963 | $3.71M | 0.18% | +10,248+13.0% | Added |
| Verdence Capital Advisors LLC | 88,865 | $3.71M | 0.28% | −3,025−3.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 88,664 | $3.70M | 0.99% | +88,664 | New |
| Hancock Whitney Corp | 88,560 | $3.70M | 0.12% | −643−0.7% | Reduced |
| Gold Investment Management Ltd. | 88,282 | $3.68M | 1.56% | −2,638−2.9% | Reduced |
| Gladstone Institutional Advisory LLC | 87,764 | $3.66M | 0.17% | +6,380+7.8% | Added |
| American Assets Inc | 87,500 | $3.65M | 1.26% | 00.0% | Unchanged |
| Patten & Patten Inc | 87,316 | $3.64M | 0.24% | −2,148−2.4% | Reduced |
| apricus wealth, LLC | 87,180 | $3.64M | 2.16% | −7,430−7.9% | Reduced |
| Hollencrest Capital Management | 87,044 | $3.63M | 0.16% | −472−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 86,582 | $3.61M | 0.46% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 90,295 | $3.61M | 0.23% | +9,315+11.5% | Added |
| Pacifica Partners Inc. | 96,863 | $3.60M | 1.65% | −865−0.9% | Reduced |
| Mutual Advisors, LLC | 90,544 | $3.59M | 0.10% | −1,220−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 85,830 | $3.58M | 0.21% | −1,816−2.1% | Reduced |