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, Q2 2025
Institutional positions in Bank of America Corp as of Jun 30, 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
- 3,321
- +153 vs. Q1 2025
- Shares held
- 5.50B
- −44.7M (−0.8%) vs. Q1 2025
- Total value
- $260.1B
- +$29.1B (+12.6%) vs. Q1 2025
- New holders
- 282
- 1,379 more added
- Sold out
- 129
- 1,313 more reduced
46 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wealth Advisors of Tampa Bay, LLC | 11,900 | $563.1K | 0.21% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 11,918 | $563.9K | 0.04% | −256−2.1% | Reduced |
| S.A. Mason LLC | 11,922 | $564.1K | 0.27% | +50.0% | Added |
| Schrum Private Wealth Management LLC | 11,923 | $564.2K | 0.45% | +13+0.1% | Added |
| Mma Asset Management LLC | 11,937 | $564.9K | 0.22% | −144−1.2% | Reduced |
| Keebeck Wealth Management, LLC | 11,959 | $565.9K | 0.07% | +577+5.1% | Added |
| Sunflower Bank, N.A. | 11,980 | $566.9K | 0.14% | +490+4.3% | Added |
| Harvey Investment Co LLC | 11,980 | $567.0K | 0.06% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 11,985 | $567.1K | 0.02% | +291+2.5% | Added |
| Texas Bank & Trust Co | 11,991 | $567.4K | 0.23% | +6,434+115.8% | Added |
| Atalanta Sosnoff Capital, LLC | 11,999 | $567.8K | 0.01% | +383+3.3% | Added |
| Credit Capital Investments LLC | 12,000 | $567.8K | 0.79% | −8,000−40.0% | Reduced |
| Arlington Trust Co LLC | 12,003 | $568.0K | 0.11% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 12,019 | $568.7K | 0.04% | −788−6.2% | Reduced |
| Towercrest Capital Management | 12,021 | $568.8K | 0.10% | 00.0% | Unchanged |
| Financial Life Planners | 12,025 | $569.0K | 0.46% | −87−0.7% | Reduced |
| Rise Advisors, LLC | 12,034 | $569.4K | 0.23% | −453−3.6% | Reduced |
| Optimum Investment Advisors | 12,040 | $569.7K | 0.25% | +60.0% | Added |
| Crumly & Associates Inc. | 12,042 | $569.8K | 0.14% | −1,912−13.7% | Reduced |
| Thrive Wealth Management, LLC | 12,104 | $572.8K | 0.09% | +351+3.0% | Added |
| Life Planning Partners, Inc | 12,114 | $573.2K | 0.46% | −630−4.9% | Reduced |
| Saranac Partners Ltd | 12,121 | $573.6K | 0.30% | +12,121 | New |
| Semus Wealth Partners LLC | 12,123 | $573.7K | 0.37% | +979+8.8% | Added |
| Cove Private Wealth, LLC | 12,129 | $573.9K | 0.20% | +5,263+76.7% | Added |
| Financial Advocates Investment Management | 12,130 | $574.0K | 0.05% | −9,918−45.0% | Reduced |
| Sigma Investment Counselors Inc | 12,136 | $574.3K | 0.03% | +521+4.5% | Added |
| Great Diamond Partners, LLC | 12,176 | $576.2K | 0.12% | +2,896+31.2% | Added |
| M.E. Allison & Co., Inc. | 12,192 | $576.9K | 0.46% | −693−5.4% | Reduced |
| Verum Partners LLC | 12,195 | $577.1K | 0.13% | −93−0.8% | Reduced |
| Copley Financial Group, Inc. | 12,196 | $577.1K | 0.43% | −1,111−8.3% | Reduced |
| Trilogy Capital Inc. | 12,205 | $577.5K | 0.03% | +4,869+66.4% | Added |
| Phillips Wealth Planners LLC | 12,268 | $578.4K | 0.52% | +12,268 | New |
| Tradition Wealth Management, LLC | 12,239 | $579.2K | 0.05% | −40−0.3% | Reduced |
| Five Oceans Advisors | 12,330 | $583.5K | 0.25% | +405+3.4% | Added |
| Garde Capital, Inc. | 12,338 | $583.8K | 0.03% | +859+7.5% | Added |
| Altus Wealth Group LLC | 12,345 | $584.2K | 0.26% | −21−0.2% | Reduced |
| Exchange Traded Concepts, LLC | 12,396 | $586.6K | 0.01% | +6,862+124.0% | Added |
| Millstone Evans Group, LLC | 12,427 | $588.0K | 0.40% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 12,443 | $588.8K | 0.14% | −665−5.1% | Reduced |
| Van Hulzen Asset Management, LLC | 12,474 | $590.3K | 0.05% | +3,459+38.4% | Added |
| Signature Estate & Investment Advisors LLC | 12,476 | $590.4K | 0.01% | +701+6.0% | Added |
| Activest Wealth Management | 12,479 | $590.5K | 0.14% | −21−0.2% | Reduced |
| Morton Brown Family Wealth, LLC | 12,486 | $590.8K | 0.18% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 12,496 | $591.3K | 0.20% | −1,612−11.4% | Reduced |
| Navellier & Associates Inc | 12,500 | $591.5K | 0.07% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 12,500 | $591.5K | 0.10% | −1,035−7.6% | Reduced |
| Pacific Sun Financial Corp | 12,505 | $591.7K | 0.31% | 00.0% | Unchanged |
| Essex Savings Bank | 12,526 | $592.6K | 0.14% | +3,373+36.9% | Added |
| Aberdeen Wealth Management LLC | 12,558 | $594.2K | 0.40% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 12,559 | $594.3K | 0.15% | +940+8.1% | Added |
| JGP Wealth Management, LLC | 12,586 | $595.6K | 0.07% | +19+0.2% | Added |
| Guidance Point Advisors, LLC | 12,590 | $595.8K | 0.15% | +49+0.4% | Added |
| Ridgecrest Wealth Partners, LLC | 12,617 | $597.0K | 0.32% | −1,265−9.1% | Reduced |
| Eagle Harbor Asset Management Inc | 12,629 | $597.6K | 0.58% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 12,634 | $597.8K | 0.27% | +5,204+70.0% | Added |
| Adirondack Trust Co | 12,640 | $598.0K | 0.22% | −302−2.3% | Reduced |
| Garden State Investment Advisory Services LLC | 12,675 | $600.1K | 0.16% | +59+0.5% | Added |
| Cromwell Holdings LLC | 12,730 | $602.4K | 0.37% | −8,874−41.1% | Reduced |
| Navis Wealth Advisors, LLC | 12,760 | $603.8K | 0.51% | +443+3.6% | Added |
| Silver Lake Advisory, LLC | 12,769 | $604.2K | 0.26% | +69+0.5% | Added |
| Ergawealth Advisors, Inc. | 12,800 | $605.7K | 0.27% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 12,816 | $606.4K | 0.19% | −2,233−14.8% | Reduced |
| Albion Financial Group | 12,826 | $606.9K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12,850 | $608.1K | 0.12% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 13,000 | $608.9K | 0.22% | −569−4.2% | Reduced |
| Bingham Private Wealth, LLC | 13,003 | $615.3K | 0.59% | −2,257−14.8% | Reduced |
| Lewis Asset Management, LLC | 13,009 | $615.6K | 0.29% | +5,783+80.0% | Added |
| Crawford Investment Counsel Inc | 13,031 | $616.6K | 0.01% | −128−1.0% | Reduced |
| Farmers Trust Co | 13,038 | $617.0K | 0.12% | −2,843−17.9% | Reduced |
| Cape Investment Advisory, Inc. | 13,038 | $617.0K | 0.23% | +471+3.7% | Added |
| Sonora Investment Management Group, LLC | 13,075 | $618.7K | 0.05% | +5,021+62.3% | Added |
| Central Pacific Bank - Trust Division | 13,084 | $619.1K | 0.08% | −493−3.6% | Reduced |
| Hanover Advisors Inc | 13,088 | $619.3K | 0.25% | −409−3.0% | Reduced |
| My Legacy Advisors, LLC | 13,186 | $619.3K | 0.22% | +1,180+9.8% | Added |
| Lakeshore Financial Planning, Inc. | 13,107 | $620.2K | 0.25% | −392−2.9% | Reduced |
| Drucker Wealth 3.0, LLC | 13,242 | $620.2K | 0.12% | −824−5.9% | Reduced |
| First National Bank of Hutchinson | 13,113 | $620.5K | 0.39% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 13,139 | $621.8K | 0.19% | +1,084+9.0% | Added |
| New Covenant Trust Company, N.A. | 13,205 | $622.2K | 0.56% | +44+0.3% | Added |
| Doliver Advisors, LP | 13,151 | $622.3K | 0.17% | +13,151 | New |
| Clearview Wealth Advisors LLC | 13,171 | $623.3K | 0.43% | −59−0.4% | Reduced |
| Vance Wealth, Inc. | 13,181 | $623.7K | 0.21% | −386−2.8% | Reduced |
| Leo Wealth, LLC | 13,187 | $624.0K | 0.05% | +5,669+75.4% | Added |
| Johnson Financial Group, Inc. | 13,191 | $624.2K | 0.03% | −9,796−42.6% | Reduced |
| Sheets Smith Wealth Management | 13,216 | $625.4K | 0.07% | −106−0.8% | Reduced |
| Clark Asset Management, LLC | 13,252 | $627.1K | 0.09% | +7,335+124.0% | Added |
| Aristotle Capital Management, LLC | 13,300 | $629.4K | 0.00% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 13,300 | $629.4K | 0.07% | 00.0% | Unchanged |
| Brandywine Trust Co | 13,326 | $630.6K | 0.10% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 10,869 | $630.9K | 0.13% | −2,936−21.3% | Reduced |
| QTR Family Wealth, LLC | 13,335 | $631.0K | 0.39% | +2,910+27.9% | Added |
| Smith, Moore & Co. | 13,338 | $631.2K | 0.05% | +1,293+10.7% | Added |
| Facet Wealth, Inc. | 13,366 | $631.8K | 0.01% | +3,366+33.7% | Added |
| WealthPlan Investment Management, LLC | 13,356 | $632.0K | 0.05% | +1,414+11.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,371 | $632.7K | 0.13% | −307−2.2% | Reduced |
| Smith Anglin Financial, LLC | 13,371 | $632.7K | 0.06% | +461+3.6% | Added |
| WealthCare Investment Partners, LLC | 12,932 | $632.8K | 0.23% | −65−0.5% | Reduced |
| Apella Capital, LLC | 13,008 | $633.0K | 0.02% | +536+4.3% | Added |
| Greenline Partners, LLC | 13,380 | $633.1K | 0.09% | −6,233−31.8% | Reduced |
| Tounjian Advisory Partners, LLC | 15,186 | $633.7K | 0.12% | −238−1.5% | Reduced |