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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 136,846 | $5.71M | 0.09% | +14,612+12.0% | Added |
| Harbor Capital Advisors, Inc. | 136,096 | $5.68M | 0.26% | −13,716−9.2% | Reduced |
| IFP Advisors, Inc | 135,883 | $5.67M | 0.17% | +12,600+10.2% | Added |
| Generate Investment Management Ltd | 135,738 | $5.66M | 0.40% | −512,602−79.1% | Reduced |
| Gibraltar Capital Management, Inc. | 134,774 | $5.62M | 1.21% | −20,061−13.0% | Reduced |
| Kempner Capital Management Inc. | 134,331 | $5.61M | 3.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 134,113 | $5.60M | 1.45% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 133,670 | $5.58M | 0.05% | −16,326−10.9% | Reduced |
| GHP Investment Advisors, Inc. | 133,600 | $5.58M | 0.27% | +2,301+1.8% | Added |
| McGinn Investment Management, Inc. | 133,590 | $5.58M | 3.65% | −3,475−2.5% | Reduced |
| Richard Bernstein Advisors LLC | 132,281 | $5.52M | 0.13% | −6,980−5.0% | Reduced |
| Montgomery Investment Management Inc | 131,766 | $5.50M | 2.19% | +500.0% | Added |
| Wealthspire Advisors, LLC | 131,210 | $5.48M | 0.03% | −1,039−0.8% | Reduced |
| MUFG Securities Americas Inc. | 130,736 | $5.46M | 0.63% | +20,145+18.2% | Added |
| Whalerock Point Partners, LLC | 130,275 | $5.44M | 1.29% | −6,438−4.7% | Reduced |
| Citizens Business Bank | 130,145 | $5.43M | 1.18% | +36,800+39.4% | Added |
| Bryn Mawr Trust Co | 130,007 | $5.43M | 0.10% | −2,556−1.9% | Reduced |
| Rothschild Investment LLC | 129,860 | $5.42M | 0.36% | −878−0.7% | Reduced |
| Adviser Investments LLC | 129,705 | $5.41M | 0.07% | −9,306−6.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 128,910 | $5.38M | 1.65% | 00.0% | Unchanged |
| Horizon Investments, LLC | 128,506 | $5.36M | 0.16% | +2,942+2.3% | Added |
| Ameritas Investment Partners, Inc. | 128,464 | $5.36M | 0.18% | −2,282−1.7% | Reduced |
| Asset Planning Services Inc | 128,365 | $5.36M | 2.72% | −960−0.7% | Reduced |
| Legacy Private Trust Co. | 128,166 | $5.35M | 0.37% | +7,819+6.5% | Added |
| Moors & Cabot, Inc. | 127,892 | $5.34M | 0.27% | +5,798+4.7% | Added |
| Bretton Capital Management, LLC | 126,000 | $5.26M | 4.98% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 126,000 | $5.26M | 0.71% | +152+0.1% | Added |
| Means Investment Co., Inc. | 125,738 | $5.25M | 0.56% | −17,385−12.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 125,646 | $5.24M | 3.92% | +10,346+9.0% | Added |
| Clearstead Advisors, LLC | 125,467 | $5.24M | 0.08% | −2,646−2.1% | Reduced |
| Signet Financial Management, LLC | 124,943 | $5.21M | 0.70% | +690+0.6% | Added |
| PEAK6 LLC | 124,557 | $5.20M | 0.20% | +103,224+483.9% | Added |
| Equitable Holdings, Inc. | 123,616 | $5.16M | 0.05% | +10,944+9.7% | Added |
| Arkadios Wealth Advisors | 123,242 | $5.14M | 0.19% | +13,858+12.7% | Added |
| Ascent Group, LLC | 123,126 | $5.14M | 0.22% | −25,843−17.3% | Reduced |
| IMC-Chicago, LLC | 122,595 | $5.12M | 0.20% | +58,746+92.0% | Added |
| Smith, Salley & Associates | 122,146 | $5.10M | 0.33% | +3,086+2.6% | Added |
| Hudson Capital Management LLC | 122,050 | $5.09M | 1.55% | +1,710+1.4% | Added |
| Manatuck Hill Partners, LLC | 121,198 | $5.06M | 2.33% | 00.0% | Unchanged |
| Community Bank of Raymore | 121,183 | $5.06M | 4.09% | −14,977−11.0% | Reduced |
| Paradigm Asset Management Co LLC | 120,425 | $5.03M | 1.34% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 120,148 | $5.01M | 0.50% | +259+0.2% | Added |
| Shilanski & Associates, Inc. | 119,999 | $5.01M | 1.56% | +7,772+6.9% | Added |
| Woodmont Investment Counsel LLC | 119,798 | $5.00M | 0.36% | +8,475+7.6% | Added |
| DCF Advisers, LLC | 119,500 | $4.99M | 2.68% | 00.0% | Unchanged |
| DRW Securities, LLC | 118,900 | $4.96M | 0.42% | −81,173−40.6% | Reduced |
| Cary Street Partners Financial LLC | 118,368 | $4.94M | 0.16% | −4,569−3.7% | Reduced |
| IHT Wealth Management, LLC | 118,263 | $4.94M | 0.15% | −4,367−3.6% | Reduced |
| Castleark Management LLC | 118,230 | $4.93M | 0.17% | −75,060−38.8% | Reduced |
| Meeder Advisory Services, Inc. | 118,096 | $4.93M | 0.30% | +1,021+0.9% | Added |
| Essex Financial Services, Inc. | 117,599 | $4.91M | 0.35% | −13,494−10.3% | Reduced |
| Altrius Capital Management Inc | 117,536 | $4.90M | 1.19% | −1,255−1.1% | Reduced |
| California First Leasing Corp | 117,500 | $4.90M | 2.16% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 117,353 | $4.90M | 1.25% | −3,825−3.2% | Reduced |
| Capital Insight Partners, LLC | 117,033 | $4.88M | 0.85% | −6,014−4.9% | Reduced |
| Principal Securities, Inc. | 110,644 | $4.86M | 0.11% | +100+0.1% | Added |
| SBI Securities Co., Ltd. | 116,294 | $4.85M | 0.16% | −1,561−1.3% | Reduced |
| Kingsview Wealth Management, LLC | 116,060 | $4.84M | 0.09% | +2,080+1.8% | Added |
| NewEdge Wealth, LLC | 116,060 | $4.84M | 0.09% | +7,848+7.3% | Added |
| Capital Analysts, LLC | 115,543 | $4.82M | 0.18% | +6,463+5.9% | Added |
| Hamilton Capital Partners Inc. | 115,497 | $4.82M | 0.31% | +18,178+18.7% | Added |
| Principle Wealth Partners LLC | 115,335 | $4.81M | 0.34% | +621+0.5% | Added |
| Snowden Capital Advisors LLC | 115,141 | $4.80M | 0.15% | −5,109−4.2% | Reduced |
| EULAV Asset Management | 115,000 | $4.80M | 0.12% | +25,000+27.8% | Added |
| Charter Trust Co | 114,586 | $4.78M | 0.32% | −3,723−3.1% | Reduced |
| Griffith & Werner, Inc. | 114,556 | $4.78M | 2.97% | +13,497+13.4% | Added |
| Coldstream Capital Management Inc | 113,620 | $4.74M | 0.10% | +2,716+2.4% | Added |
| Farther Finance Advisors, LLC | 114,137 | $4.74M | 0.12% | +43,126+60.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 113,199 | $4.72M | 0.12% | +25,669+29.3% | Added |
| Pitcairn Co | 112,577 | $4.70M | 0.28% | −60−0.1% | Reduced |
| GAMMA Investing LLC | 111,527 | $4.65M | 0.35% | +8,435+8.2% | Added |
| Eisler Capital Management Ltd. | 110,330 | $4.61M | 0.14% | +109,205+9,707.1% | Added |
| Carret Asset Management, LLC | 110,279 | $4.60M | 0.52% | −1,844−1.6% | Reduced |
| Knightsbridge Asset Management, LLC | 109,887 | $4.59M | 1.18% | −1,571−1.4% | Reduced |
| Avantax Planning Partners, Inc. | 108,746 | $4.54M | 0.16% | −7,617−6.5% | Reduced |
| SG Americas Securities, LLC | 108,583 | $4.53M | 0.02% | −343,325−76.0% | Reduced |
| DMKC Advisory Services, LLC | 108,562 | $4.53M | 4.08% | −98−0.1% | Reduced |
| Stamos Capital Partners, L.P. | 108,153 | $4.51M | 1.18% | +11,193+11.5% | Added |
| Penobscot Investment Management Company, Inc. | 108,146 | $4.51M | 0.42% | −6,616−5.8% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 108,117 | $4.51M | 3.07% | +327+0.3% | Added |
| Vestor Capital, LLC | 107,967 | $4.50M | 0.37% | −1,263−1.2% | Reduced |
| Brighton Jones LLC | 107,907 | $4.50M | 0.14% | −965−0.9% | Reduced |
| Brookstone Capital Management | 107,754 | $4.50M | 0.06% | −49,418−31.4% | Reduced |
| Letson Investment Management, Inc. | 107,519 | $4.49M | 1.81% | +10.0% | Added |
| Whittier Trust Co of Nevada Inc | 107,328 | $4.48M | 0.11% | +430.0% | Added |
| Oliver Luxxe Assets LLC | 107,284 | $4.48M | 0.83% | −2,172−2.0% | Reduced |
| Boit C F David | 107,198 | $4.47M | 2.25% | −10,000−8.5% | Reduced |
| Game Creek Capital, LP | 107,000 | $4.47M | 2.78% | +2,250+2.1% | Added |
| CV Advisors LLC | 107,621 | $4.46M | 1.57% | +107,621 | New |
| Sykon Capital LLC | 106,877 | $4.46M | 1.69% | +300+0.3% | Added |
| Scott & Selber, Inc. | 106,710 | $4.45M | 1.43% | +104+0.1% | Added |
| Cubist Systematic Strategies, LLC | 106,645 | $4.45M | 0.06% | −57,793−35.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 106,573 | $4.45M | 0.91% | +24,442+29.8% | Added |
| Neumann Capital Management, LLC | 105,653 | $4.41M | 1.52% | −1,000−0.9% | Reduced |
| Dynamic Advisor Solutions LLC | 105,435 | $4.40M | 0.14% | +259+0.2% | Added |
| Forum Financial Management, LP | 104,507 | $4.36M | 0.07% | +104,507 | New |
| Fiduciary Group LLC | 103,947 | $4.34M | 0.43% | −1,297−1.2% | Reduced |
| KG&L Capital Management,LLC | 103,918 | $4.34M | 1.41% | +10,439+11.2% | Added |
| F/M Investments LLC | 103,842 | $4.33M | 0.17% | −4,311−4.0% | Reduced |
| Capital Investment Advisory Services, LLC | 103,750 | $4.33M | 0.39% | +1,809+1.8% | Added |