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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 85,493 | $3.57M | 2.41% | +9,206+12.1% | Added |
| Western Wealth Management, LLC | 85,123 | $3.55M | 0.24% | −3,434−3.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 85,058 | $3.55M | 0.89% | −1,642−1.9% | Reduced |
| Cohen Investment Advisors LLC | 85,021 | $3.55M | 2.06% | +11,178+15.1% | Added |
| David J Yvars Group | 84,981 | $3.55M | 2.79% | 00.0% | Unchanged |
| Leonteq Securities AG | 84,982 | $3.54M | 0.27% | +56,721+200.7% | Added |
| Marietta Investment Partners LLC | 84,898 | $3.54M | 0.85% | +37,324+78.5% | Added |
| Grove Bank & Trust | 84,571 | $3.53M | 0.47% | +3,516+4.3% | Added |
| Ostrum Asset Management | 84,228 | $3.51M | 0.19% | +7,227+9.4% | Added |
| Mount Vernon Associates Inc | 84,219 | $3.51M | 2.87% | −100−0.1% | Reduced |
| Graypoint LLC | 83,996 | $3.51M | 0.22% | −1,306−1.5% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 83,990 | $3.50M | 0.17% | −586,810−87.5% | Reduced |
| Kornitzer Capital Management Inc | 83,968 | $3.50M | 0.07% | −4,705−5.3% | Reduced |
| Beacon Investment Advisors LLC | 83,945 | $3.50M | 1.65% | +135+0.2% | Added |
| Alerus Financial NA | 83,820 | $3.50M | 0.28% | −24,485−22.6% | Reduced |
| Sargent Investment Group, LLC | 83,675 | $3.49M | 0.56% | +2,047+2.5% | Added |
| Convergence Investment Partners, LLC | 83,633 | $3.49M | 0.97% | −11,515−12.1% | Reduced |
| Delta Capital Management LLC | 83,610 | $3.49M | 2.02% | −2,040−2.4% | Reduced |
| Ami Investment Management Inc | 83,492 | $3.48M | 1.12% | +1,011+1.2% | Added |
| Cordatus Wealth Management LLC | 83,501 | $3.48M | 0.96% | +3,544+4.4% | Added |
| ProVise Management Group, LLC | 83,458 | $3.48M | 0.30% | +177+0.2% | Added |
| True North Advisors, LLC | 83,163 | $3.47M | 0.62% | −18,572−18.3% | Reduced |
| Heritage Trust Co | 82,902 | $3.46M | 0.42% | −7,695−8.5% | Reduced |
| Meridian Investment Counsel Inc. | 82,829 | $3.46M | 1.02% | −1,070−1.3% | Reduced |
| Culbertson A N & Co Inc | 82,802 | $3.46M | 0.55% | +625+0.8% | Added |
| Klingenstein Fields & Co LP | 82,655 | $3.45M | 0.15% | −705−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 82,636 | $3.45M | 0.27% | −2,269−2.7% | Reduced |
| RNC Capital Management LLC | 82,615 | $3.45M | 0.18% | −3,054−3.6% | Reduced |
| Beaton Management Co. Inc. | 82,426 | $3.44M | 1.79% | −100−0.1% | Reduced |
| Change Path, LLC | 82,413 | $3.44M | 0.10% | −26,750−24.5% | Reduced |
| Modera Wealth Management, LLC | 82,014 | $3.42M | 0.05% | −3,877−4.5% | Reduced |
| Cidel Asset Management Inc | 81,942 | $3.42M | 0.22% | −4,192−4.9% | Reduced |
| Clarius Group, LLC | 81,715 | $3.41M | 0.21% | +18,137+28.5% | Added |
| Roundview Capital LLC | 81,673 | $3.41M | 0.25% | −437−0.5% | Reduced |
| Anchor Investment Management, LLC | 81,380 | $3.40M | 0.32% | +56+0.1% | Added |
| SeaBridge Investment Advisors LLC | 81,264 | $3.39M | 0.73% | +30,798+61.0% | Added |
| Williams Jones Wealth Management, LLC. | 80,831 | $3.37M | 0.04% | −1,000−1.2% | Reduced |
| Alteri Wealth LLC | 80,536 | $3.36M | 1.48% | −971−1.2% | Reduced |
| Institute for Wealth Management, LLC. | 79,817 | $3.33M | 0.43% | +128+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 79,809 | $3.33M | 0.30% | −4,962−5.9% | Reduced |
| Coastal Bridge Advisors, LLC | 79,739 | $3.33M | 0.48% | +43,988+123.0% | Added |
| Insigneo Advisory Services, LLC | 79,721 | $3.33M | 0.34% | −7,831−8.9% | Reduced |
| Peddock Capital Advisors, LLC | 79,476 | $3.32M | 0.84% | +208+0.3% | Added |
| Legacy Wealth Management, LLC | 78,870 | $3.29M | 1.08% | −375−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 84,325 | $3.29M | 0.25% | +10,292+13.9% | Added |
| Portman Square Capital LLP | 78,649 | $3.28M | 0.45% | +78,649 | New |
| Naviter Wealth, LLC | 79,528 | $3.28M | 0.40% | +1,654+2.1% | Added |
| Rockland Trust Co | 78,457 | $3.27M | 0.16% | −36,167−31.6% | Reduced |
| Parcion Private Wealth LLC | 78,448 | $3.27M | 0.27% | +268+0.3% | Added |
| Umpqua Bank | 78,359 | $3.27M | 1.13% | +4,377+5.9% | Added |
| Processus Wealth & Capital Management, LLC | 77,464 | $3.23M | 2.75% | +769+1.0% | Added |
| Checchi Capital Advisers, LLC | 77,089 | $3.22M | 0.23% | +3,012+4.1% | Added |
| Procyon Private Wealth Partners, LLC | 77,040 | $3.21M | 0.20% | +18,998+32.7% | Added |
| Sagespring Wealth Partners, LLC | 76,942 | $3.21M | 0.08% | +6,694+9.5% | Added |
| Trust Asset Management LLC | 76,883 | $3.21M | 0.26% | −3,056−3.8% | Reduced |
| HBK Sorce Advisory LLC | 76,691 | $3.20M | 0.09% | +3,821+5.2% | Added |
| Shorepoint Capital Partners LLC | 76,682 | $3.20M | 0.72% | +943+1.2% | Added |
| SageView Advisory Group, LLC | 76,186 | $3.18M | 0.14% | +6,203+8.9% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $3.18M | 0.35% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 75,400 | $3.15M | 0.52% | +75,400 | New |
| Wealth Alliance Advisory Group, LLC | 74,985 | $3.13M | 0.65% | −6,998−8.5% | Reduced |
| Private Trust Co NA | 74,847 | $3.12M | 0.32% | −2,128−2.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 74,774 | $3.12M | 0.29% | −40.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 74,754 | $3.12M | 0.26% | +3,624+5.1% | Added |
| Charter Research & Investment Group, Inc. | 74,084 | $3.09M | 2.36% | +500+0.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.09M | 0.97% | 00.0% | Unchanged |
| Spire Wealth Management | 73,819 | $3.08M | 0.10% | +3,371+4.8% | Added |
| Evercore Wealth Management, LLC | 73,709 | $3.08M | 0.05% | −13,129−15.1% | Reduced |
| Smartleaf Asset Management LLC | 74,556 | $3.08M | 0.30% | +8,351+12.6% | Added |
| Tower Bridge Advisors | 73,518 | $3.07M | 0.34% | +1,078+1.5% | Added |
| Park National Corp | 73,453 | $3.07M | 0.11% | −6,744−8.4% | Reduced |
| Main Street Financial Solutions, LLC | 73,389 | $3.06M | 0.27% | −970−1.3% | Reduced |
| Berkshire Bank | 73,192 | $3.05M | 0.74% | −975−1.3% | Reduced |
| Holderness Investments Co | 72,589 | $3.03M | 0.71% | +154+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 71,772 | $3.00M | 0.22% | +662+0.9% | Added |
| Annex Advisory Services, LLC | 71,618 | $2.99M | 0.08% | +63,351+766.3% | Added |
| Nwam LLC | 71,598 | $2.99M | 0.26% | −273−0.4% | Reduced |
| Advisors Capital Management, LLC | 71,366 | $2.98M | 0.05% | −2,130−2.9% | Reduced |
| Old West Investment Management, LLC | 71,334 | $2.98M | 1.07% | +49,908+232.9% | Added |
| Guardian Investment Management | 71,268 | $2.97M | 2.54% | −3,000−4.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 71,217 | $2.97M | 0.28% | +3,462+5.1% | Added |
| Tritonpoint Wealth, LLC | 71,150 | $2.97M | 0.28% | −613−0.9% | Reduced |
| Triangle Securities Wealth Management | 70,936 | $2.96M | 0.76% | −1,607−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 70,846 | $2.96M | 0.24% | +87+0.1% | Added |
| Frank, Rimerman Advisors LLC | 70,730 | $2.95M | 0.23% | +5,587+8.6% | Added |
| Walleye Trading LLC | 70,448 | $2.94M | 0.08% | −649,266−90.2% | Reduced |
| Slagle Financial, LLC | 69,791 | $2.91M | 1.29% | +1,618+2.4% | Added |
| Morangie Management LLC | 69,424 | $2.90M | 2.84% | +3,937+6.0% | Added |
| Dark Forest Capital Management LP | 69,180 | $2.89M | 0.13% | +37,571+118.9% | Added |
| Ronald Blue Trust, Inc. | 69,019 | $2.88M | 0.04% | +7,693+12.5% | Added |
| Transcend Wealth Collective, LLC | 68,985 | $2.88M | 0.21% | +7,545+12.3% | Added |
| Golden State Equity Partners | 68,973 | $2.88M | 0.57% | +971+1.4% | Added |
| Country Club Bank | 69,619 | $2.87M | 0.19% | −483−0.7% | Reduced |
| SS&H Financial Advisors, Inc. | 68,533 | $2.86M | 1.07% | −1,025−1.5% | Reduced |
| Hixon Zuercher, LLC | 68,471 | $2.86M | 1.01% | +14,755+27.5% | Added |
| Skylands Capital, LLC | 68,225 | $2.85M | 0.41% | +2,800+4.3% | Added |
| Harbour Capital Advisors, LLC | 76,347 | $2.84M | 0.70% | +930+1.2% | Added |
| Brookmont Capital Management | 67,967 | $2.84M | 1.60% | −4,564−6.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 67,885 | $2.83M | 0.04% | −1,070−1.6% | Reduced |
| Diligent Investors, LLC | 67,589 | $2.82M | 0.69% | +852+1.3% | Added |