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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 67,573 | $2.82M | 0.07% | +22,213+49.0% | Added |
| ZWJ Investment Counsel Inc | 67,537 | $2.82M | 0.11% | −422−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $2.82M | 0.11% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67,454 | $2.81M | 0.11% | −18,395−21.4% | Reduced |
| Cullinan Associates Inc | 67,325 | $2.81M | 0.20% | +3,900+6.1% | Added |
| Cigna Investments Inc | 67,322 | $2.81M | 0.53% | −1,679−2.4% | Reduced |
| NBT Bank N A | 67,107 | $2.80M | 0.20% | −752−1.1% | Reduced |
| Davis Investment Partners, LLC | 76,330 | $2.80M | 1.24% | +69+0.1% | Added |
| Maven Securities LTD | 67,070 | $2.80M | 0.61% | +16,850+33.6% | Added |
| Virtu Financial LLC | 66,963 | $2.79M | 0.15% | +61,443+1,113.1% | Added |
| Cetera Trust Company, N.A | 66,868 | $2.79M | 1.78% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 66,597 | $2.78M | 0.50% | +11,254+20.3% | Added |
| OneAscent Financial Services LLC | 66,724 | $2.78M | 0.18% | +37,928+131.7% | Added |
| Exeter Financial, LLC | 66,362 | $2.77M | 1.24% | −2,048−3.0% | Reduced |
| Arrow Financial Corp | 66,144 | $2.76M | 0.31% | −55,910−45.8% | Reduced |
| First Business Financial Services, Inc. | 65,965 | $2.75M | 0.27% | +5,018+8.2% | Added |
| Caldwell Trust Co | 65,909 | $2.75M | 0.30% | −113−0.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,763 | $2.74M | 0.97% | +82+0.1% | Added |
| Burton Enright Welch | 65,300 | $2.72M | 0.55% | −2,870−4.2% | Reduced |
| Alpha Cubed Investments, LLC | 65,038 | $2.71M | 0.12% | +17,619+37.2% | Added |
| Bank Ozk | 64,884 | $2.71M | 1.13% | −1,473−2.2% | Reduced |
| MainStreet Investment Advisors LLC | 64,860 | $2.71M | 0.39% | −289−0.4% | Reduced |
| Strategic Blueprint, LLC | 64,503 | $2.69M | 0.15% | +39,673+159.8% | Added |
| Secure Asset Management, LLC | 64,211 | $2.68M | 0.54% | +54,159+538.8% | Added |
| Baker Avenue Asset Management, LP | 64,122 | $2.68M | 0.08% | +3,020+4.9% | Added |
| Mattson Financial Services, LLC | 63,967 | $2.67M | 0.80% | +3,426+5.7% | Added |
| Syon Capital LLC | 63,775 | $2.66M | 0.22% | +4,093+6.9% | Added |
| Aull & Monroe Investment Management Corp | 63,680 | $2.66M | 1.32% | +2,765+4.5% | Added |
| Simplicity Wealth,LLC | 63,576 | $2.65M | 0.21% | +56,678+821.7% | Added |
| Choate Investment Advisors | 63,412 | $2.65M | 0.07% | −344−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 62,933 | $2.63M | 0.59% | −7,319−10.4% | Reduced |
| Larson Financial Group LLC | 62,852 | $2.62M | 0.12% | +9,428+17.6% | Added |
| Cornerstone Wealth Management, LLC | 62,654 | $2.61M | 0.18% | −267−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 62,041 | $2.59M | 0.10% | +33,963+121.0% | Added |
| Modern Wealth Management, LLC | 61,983 | $2.59M | 0.08% | −359−0.6% | Reduced |
| Wealthcare Advisory Partners LLC | 61,702 | $2.57M | 0.07% | +170+0.3% | Added |
| Cornerstone Select Advisors, LLC | 61,635 | $2.57M | 2.44% | −2,524−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 61,448 | $2.56M | 2.09% | −2,471−3.9% | Reduced |
| one8zero8, LLC | 61,420 | $2.56M | 0.61% | −2,520−3.9% | Reduced |
| Old National Bancorp | 60,685 | $2.53M | 0.07% | −8,036−11.7% | Reduced |
| Prosperity Consulting Group, LLC | 60,646 | $2.53M | 0.20% | −13,960−18.7% | Reduced |
| American State Bank (Iowa) | 60,108 | $2.51M | 1.51% | +504+0.8% | Added |
| Lazard Freres Gestion S.A.S. | 60,034 | $2.50M | 0.06% | −949,888−94.1% | Reduced |
| Channing Global Advisors, LLC | 59,976 | $2.50M | 1.70% | +104+0.2% | Added |
| Van Den Berg Management I, Inc | 59,958 | $2.50M | 0.77% | −10,996−15.5% | Reduced |
| Latash Investments, LLC | 59,894 | $2.50M | 2.06% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 59,845 | $2.50M | 0.69% | −2,558−4.1% | Reduced |
| Steel Peak Wealth Management LLC | 59,691 | $2.49M | 0.11% | +3,501+6.2% | Added |
| Carson Advisory Inc. | 59,646 | $2.49M | 1.68% | −892−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 59,577 | $2.49M | 0.09% | −4,738−7.4% | Reduced |
| Family Legacy, Inc. | 59,492 | $2.48M | 0.85% | +254+0.4% | Added |
| West Branch Capital LLC | 59,491 | $2.48M | 0.83% | +7,306+14.0% | Added |
| Legacy Advisors, LLC | 59,478 | $2.48M | 0.26% | +2,054+3.6% | Added |
| Neville Rodie & Shaw Inc | 59,248 | $2.47M | 0.19% | +150.0% | Added |
| Thomasville National Bank | 59,201 | $2.47M | 0.18% | −4,362−6.9% | Reduced |
| World Equity Group, Inc. | 60,010 | $2.47M | 0.71% | +859+1.5% | Added |
| Granite Harbor Advisors, Inc. | 59,005 | $2.46M | 1.31% | −336−0.6% | Reduced |
| Fiduciary Alliance LLC | 58,722 | $2.45M | 0.24% | +2,708+4.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 58,620 | $2.45M | 0.33% | +2,818+5.0% | Added |
| Lodestone Wealth Management LLC | 58,437 | $2.44M | 1.30% | −9,235−13.6% | Reduced |
| Empire Financial Management Company, LLC | 58,416 | $2.44M | 0.75% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 58,399 | $2.44M | 0.10% | −1,049−1.8% | Reduced |
| London & Capital Asset Management Ltd | 58,324 | $2.43M | 0.21% | +1,470+2.6% | Added |
| Banco BTG Pactual S.A. | 58,249 | $2.43M | 0.61% | +18,176+45.4% | Added |
| Oak Family Advisors, LLC | 58,006 | $2.42M | 1.01% | +30,347+109.7% | Added |
| Matrix Asset Advisors Inc | 57,932 | $2.42M | 0.27% | −5,869−9.2% | Reduced |
| Sirios Capital Management L P | 57,843 | $2.41M | 0.43% | +23,821+70.0% | Added |
| One Charles Private Wealth Services, LLC | 57,453 | $2.40M | 0.78% | +7,011+13.9% | Added |
| St. Johns Investment Management Company, LLC | 57,406 | $2.40M | 1.18% | −40,091−41.1% | Reduced |
| Talon Private Wealth, LLC | 56,563 | $2.39M | 0.32% | +56,040+10,715.1% | Added |
| Berkeley Capital Partners, LLC | 57,300 | $2.39M | 0.66% | +1,048+1.9% | Added |
| Poehling Capital Management, LLC | 57,255 | $2.39M | 0.60% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 57,225 | $2.39M | 0.19% | −8,300−12.7% | Reduced |
| Laurion Capital Management LP | 57,188 | $2.39M | 0.18% | −32,588−36.3% | Reduced |
| Parkside Financial Bank & Trust | 56,853 | $2.37M | 0.30% | +605+1.1% | Added |
| Koshinski Asset Management, Inc. | 56,799 | $2.37M | 0.20% | −2,955−4.9% | Reduced |
| Studio Investment Management LLC | 56,763 | $2.37M | 0.49% | −1,489−2.6% | Reduced |
| Watts Gwilliam & Co., LLC | 56,709 | $2.37M | 0.51% | +191+0.3% | Added |
| L2 Asset Management, LLC | 56,689 | $2.37M | 0.49% | −74,917−56.9% | Reduced |
| G&S Capital LLC | 56,621 | $2.36M | 1.00% | −3,960−6.5% | Reduced |
| Cumberland Partners Ltd | 56,485 | $2.36M | 0.18% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 56,349 | $2.35M | 2.08% | +995+1.8% | Added |
| Mayflower Financial Advisors, LLC | 56,259 | $2.35M | 0.36% | +40+0.1% | Added |
| EagleClaw Capital Managment, LLC | 56,214 | $2.35M | 0.37% | +3,412+6.5% | Added |
| Centaurus Financial, Inc. | 56,132 | $2.34M | 0.14% | +56+0.1% | Added |
| Daymark Wealth Partners, LLC | 56,109 | $2.34M | 0.10% | −2,915−4.9% | Reduced |
| Smith Shellnut Wilson LLC | 56,066 | $2.34M | 1.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 64,967 | $2.34M | 0.12% | −1,265−1.9% | Reduced |
| Washington Trust Bank | 55,926 | $2.33M | 0.23% | +1,069+1.9% | Added |
| Aspen Grove Capital, LLC | 55,818 | $2.33M | 0.45% | +547+1.0% | Added |
| Hexagon Capital Partners LLC | 55,345 | $2.31M | 0.44% | −2,178−3.8% | Reduced |
| Viawealth, LLC | 55,313 | $2.31M | 1.42% | −1,007−1.8% | Reduced |
| GeoWealth Management, LLC | 55,306 | $2.31M | 0.09% | −15,807−22.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 55,281 | $2.31M | 0.23% | +5,097+10.2% | Added |
| Alaska Permanent Fund Corp | 57,832 | $2.31M | 0.03% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 55,500 | $2.30M | 0.31% | +55,500 | New |
| Portfolio Design Labs, LLC | 55,003 | $2.30M | 0.47% | −87,351−61.4% | Reduced |
| Quadcap Wealth Management, LLC | 54,914 | $2.29M | 0.33% | −808−1.5% | Reduced |
| Clarkston Capital Partners, LLC | 54,700 | $2.28M | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 54,654 | $2.28M | 0.40% | +2,084+4.0% | Added |