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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 54,517 | $2.27M | 0.18% | −24,250−30.8% | Reduced |
| Octavia Wealth Advisors, LLC | 54,427 | $2.27M | 0.28% | +1,146+2.2% | Added |
| First City Capital Management, Inc. | 54,392 | $2.27M | 1.36% | −6,801−11.1% | Reduced |
| Lafayette Investments, Inc. | 54,267 | $2.26M | 0.48% | −989−1.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 54,213 | $2.26M | 0.47% | +1,038+2.0% | Added |
| Ameritas Advisory Services, LLC | 52,619 | $2.26M | 0.09% | +415+0.8% | Added |
| Stratos Wealth Advisors, LLC | 54,039 | $2.26M | 0.12% | −4,520−7.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 54,024 | $2.25M | 0.62% | −303−0.6% | Reduced |
| Bragg Financial Advisors, Inc | 53,998 | $2.25M | 0.09% | +6,510+13.7% | Added |
| Financial Counselors Inc | 53,879 | $2.25M | 0.03% | −3,802−6.6% | Reduced |
| Financial Advisory Service, Inc. | 53,781 | $2.24M | 0.18% | −384−0.7% | Reduced |
| Hilltop Holdings Inc. | 53,734 | $2.24M | 0.14% | +1,879+3.6% | Added |
| Kennedy Investment Group | 53,633 | $2.24M | 1.04% | −272−0.5% | Reduced |
| AlTi Global, Inc. | 53,400 | $2.23M | 0.06% | +1,946+3.8% | Added |
| Beacon Financial Group | 53,238 | $2.22M | 0.24% | −48−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 53,192 | $2.22M | 0.81% | −434−0.8% | Reduced |
| HCR Wealth Advisors | 53,016 | $2.21M | 0.29% | +140.0% | Added |
| Ullmann Financial Group, Inc. | 52,985 | $2.21M | 0.29% | +842+1.6% | Added |
| Hudson Canyon Capital Management | 52,961 | $2.21M | 1.56% | +2,226+4.4% | Added |
| Carnegie Lake Advisors LLC | 52,914 | $2.21M | 0.90% | +132+0.3% | Added |
| NTV Asset Management LLC | 52,906 | $2.21M | 0.29% | +301+0.6% | Added |
| Jane Street Group, LLC | 52,765 | $2.20M | 0.00% | −2,463,832−97.9% | Reduced |
| Adell Harriman & Carpenter Inc | 52,762 | $2.20M | 0.17% | +5,631+11.9% | Added |
| Hourglass Capital, LLC | 52,687 | $2.20M | 0.58% | +5,860+12.5% | Added |
| Savoie Capital LLC | 50,000 | $2.20M | 0.26% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52,648 | $2.20M | 0.07% | +11,315+27.4% | Added |
| Dohj, LLC | 52,397 | $2.19M | 0.50% | −919−1.7% | Reduced |
| Lindbrook Capital, LLC | 52,326 | $2.18M | 0.20% | −6,509−11.1% | Reduced |
| Birmingham Capital Management Co Inc | 52,300 | $2.18M | 0.82% | −10,550−16.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 52,258 | $2.18M | 0.01% | +4,823+10.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 52,219 | $2.18M | 0.08% | +19,509+59.6% | Added |
| RDA Financial Network | 52,202 | $2.18M | 0.65% | +2,496+5.0% | Added |
| LJI Wealth Management, LLC | 52,057 | $2.17M | 0.43% | −743−1.4% | Reduced |
| Ransom Advisory, Ltd | 51,949 | $2.17M | 1.07% | +1,300+2.6% | Added |
| Jefferies Financial Group Inc. | 51,719 | $2.16M | 0.04% | −99,888−65.9% | Reduced |
| Exchange Capital Management, Inc. | 51,529 | $2.15M | 0.35% | −2,396−4.4% | Reduced |
| LM Advisors LLC | 51,425 | $2.15M | 0.39% | −497−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 51,320 | $2.14M | 0.03% | −1,269−2.4% | Reduced |
| TKG Advisors, LLC | 51,271 | $2.14M | 1.05% | +1,562+3.1% | Added |
| Cumberland Advisors Inc | 51,239 | $2.14M | 0.97% | +39+0.1% | Added |
| Waterloo Capital, L.P. | 51,088 | $2.13M | 0.20% | +12,427+32.1% | Added |
| Schechter Investment Advisors, LLC | 50,989 | $2.13M | 0.18% | −8,951−14.9% | Reduced |
| Segall Bryant & Hamill, LLC | 50,889 | $2.12M | 0.03% | −96−0.2% | Reduced |
| Intellectus Partners, LLC | 50,776 | $2.12M | 0.52% | −251−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 50,733 | $2.12M | 0.17% | +6,924+15.8% | Added |
| Ellsworth Advisors, LLC | 50,669 | $2.11M | 0.55% | +3,123+6.6% | Added |
| Shufro Rose & Co LLC | 50,469 | $2.11M | 0.17% | −435−0.9% | Reduced |
| 3Chopt Investment Partners, LLC | 50,394 | $2.10M | 0.55% | +5,040+11.1% | Added |
| Teza Capital Management LLC | 50,353 | $2.10M | 0.96% | +18,911+60.1% | Added |
| Portside Wealth Group, LLC | 50,295 | $2.10M | 0.34% | +1,896+3.9% | Added |
| Belpointe Asset Management LLC | 50,293 | $2.10M | 0.11% | +2,969+6.3% | Added |
| Lineweaver Wealth Advisors, LLC | 50,207 | $2.10M | 0.36% | +6,392+14.6% | Added |
| Ocean Capital Management, LLC | 50,078 | $2.09M | 0.50% | −506−1.0% | Reduced |
| Hodges Capital Management Inc. | 50,066 | $2.09M | 0.21% | −35,806−41.7% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.09M | 1.13% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $2.09M | 0.23% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 49,985 | $2.09M | 0.09% | +49,985 | New |
| Rehmann Capital Advisory Group | 49,949 | $2.08M | 0.13% | +5,814+13.2% | Added |
| Foundations Investment Advisors, LLC | 49,943 | $2.08M | 0.04% | −760−1.5% | Reduced |
| Fayez Sarofim & Co | 49,844 | $2.08M | 0.01% | −31,353−38.6% | Reduced |
| Hartford Financial Management Inc. | 49,756 | $2.08M | 0.43% | +1,765+3.7% | Added |
| MTM Investment Management, LLC | 49,966 | $2.07M | 0.80% | −1,510−2.9% | Reduced |
| Probity Advisors, Inc. | 49,660 | $2.07M | 0.40% | +1,973+4.1% | Added |
| Norris Financial Group, LLC | 49,598 | $2.07M | 0.97% | +777+1.6% | Added |
| Quantitative Investment Management, LLC | 49,447 | $2.06M | 0.19% | −29,469−37.3% | Reduced |
| Chapin Davis, Inc. | 49,253 | $2.06M | 0.70% | −281−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 49,185 | $2.05M | 0.08% | −754−1.5% | Reduced |
| Palogic Value Management, L.P. | 49,175 | $2.05M | 0.90% | +2,641+5.7% | Added |
| First Dallas Securities Inc. | 49,084 | $2.05M | 0.86% | −610−1.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 48,950 | $2.04M | 0.02% | −275−0.6% | Reduced |
| Avestar Capital, LLC | 48,862 | $2.04M | 0.19% | +3,312+7.3% | Added |
| Gries Financial LLC | 48,848 | $2.04M | 0.40% | −4,116−7.8% | Reduced |
| Wittenberg Investment Management, Inc. | 48,664 | $2.03M | 0.92% | −5,000−9.3% | Reduced |
| NVWM, LLC | 48,590 | $2.03M | 0.54% | +342+0.7% | Added |
| McDonald Partners LLC | 48,507 | $2.03M | 0.53% | −1,194−2.4% | Reduced |
| Union Bancaire Privee, UBP SA | 49,104 | $2.02M | 0.04% | −17,230−26.0% | Reduced |
| Excalibur Management Corp | 48,175 | $2.01M | 0.79% | +648+1.4% | Added |
| Formidable Asset Management, LLC | 48,104 | $2.01M | 0.34% | −5,855−10.9% | Reduced |
| Herold Advisors, Inc. | 47,942 | $2.00M | 0.44% | +3,132+7.0% | Added |
| Cooper Financial Group | 47,943 | $2.00M | 0.26% | +3,502+7.9% | Added |
| Altman Advisors, Inc. | 49,795 | $1.99M | 0.92% | +905+1.9% | Added |
| Aaron Wealth Advisors | 47,562 | $1.98M | 0.23% | +406+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 47,494 | $1.98M | 0.48% | +1,200+2.6% | Added |
| Jump Financial, LLC | 47,450 | $1.98M | 0.03% | −14,338−23.2% | Reduced |
| Prestige Wealth Management Group LLC | 47,251 | $1.97M | 0.42% | −279−0.6% | Reduced |
| Palumbo Wealth Management LLC | 47,247 | $1.97M | 0.66% | +7,714+19.5% | Added |
| Buckley Wealth Management, LLC | 47,198 | $1.97M | 0.61% | −518−1.1% | Reduced |
| Register Financial Advisors LLC | 47,145 | $1.97M | 1.02% | +292+0.6% | Added |
| Churchill Management Corp | 47,131 | $1.97M | 0.02% | +47,131 | New |
| Cito Capital Group, LLC | 46,870 | $1.96M | 0.74% | 00.0% | Unchanged |
| Aire Advisors, LLC | 46,857 | $1.96M | 0.41% | −3,968−7.8% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 46,762 | $1.95M | 0.54% | −4,981−9.6% | Reduced |
| Wynn Capital, LLC | 46,758 | $1.95M | 1.16% | +3,575+8.3% | Added |
| Legato Capital Management LLC | 46,721 | $1.95M | 0.26% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 46,383 | $1.94M | 1.76% | −1,215−2.6% | Reduced |
| AdvisorNet Financial, Inc | 46,212 | $1.93M | 0.14% | −1,604−3.4% | Reduced |
| Fragasso Group Inc. | 46,194 | $1.93M | 0.14% | +39,248+565.0% | Added |
| Americana Partners, LLC | 46,041 | $1.92M | 0.07% | −70,063−60.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 45,995 | $1.92M | 1.26% | −900−1.9% | Reduced |
| Claro Advisors LLC | 45,948 | $1.92M | 0.26% | −1,642−3.5% | Reduced |