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 |
|---|---|---|---|---|---|
| Patron Partners Advisors, LLC | 13,399 | $634.0K | 0.31% | +1,099+8.9% | Added |
| ORG Partners LLC | 13,183 | $634.8K | 0.14% | +956+7.8% | Added |
| Front Street Capital Management, Inc. | 13,413 | $635.0K | 0.12% | −601−4.3% | Reduced |
| First Wilshire Securities Management Inc | 13,458 | $636.8K | 0.17% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 13,463 | $637.1K | 0.11% | +61+0.5% | Added |
| Parkshore Wealth Management, Inc. | 13,507 | $639.1K | 0.31% | +60.0% | Added |
| Tyche Wealth Partners LLC | 13,513 | $639.4K | 0.13% | +642+5.0% | Added |
| Belmont Capital, LLC | 13,514 | $639.5K | 0.10% | +4,000+42.0% | Added |
| Strategic Wealth Partners, Ltd. | 13,524 | $640.0K | 0.05% | +13,524 | New |
| Beacon Investment Advisory Services, Inc. | 13,562 | $641.8K | 0.03% | −2,454−15.3% | Reduced |
| Cladis Investment Advisory, LLC | 13,576 | $642.4K | 0.40% | +10.0% | Added |
| Waldron Private Wealth LLC | 13,595 | $643.3K | 0.03% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 13,607 | $643.9K | 0.09% | +167+1.2% | Added |
| Revolve Wealth Partners, LLC | 13,633 | $645.1K | 0.08% | −499−3.5% | Reduced |
| Hudock, Inc. | 13,644 | $645.6K | 0.10% | +121+0.9% | Added |
| Outlook Wealth Advisors, LLC | 13,661 | $646.4K | 0.17% | −295−2.1% | Reduced |
| Acropolis Investment Management, LLC | 13,666 | $646.7K | 0.04% | +170+1.3% | Added |
| Intrinsic Value Partners, LLC | 13,697 | $648.1K | 0.58% | −200−1.4% | Reduced |
| Summitry LLC | 13,703 | $648.4K | 0.03% | +2,253+19.7% | Added |
| Bay Rivers Group | 13,716 | $649.0K | 0.30% | −100−0.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 13,735 | $649.9K | 0.26% | −13,379−49.3% | Reduced |
| Cheviot Value Management, LLC | 14,141 | $650.6K | 0.07% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,775 | $651.9K | 0.03% | −507−3.5% | Reduced |
| Waddell & Associates, LLC | 13,786 | $652.4K | 0.07% | +2,580+23.0% | Added |
| Zions Bancorporation, National Association | 13,818 | $653.9K | 0.04% | −766−5.3% | Reduced |
| Optas, LLC | 13,818 | $653.9K | 0.12% | −1,183−7.9% | Reduced |
| EntryPoint Capital, LLC | 13,820 | $654.0K | 0.33% | −532−3.7% | Reduced |
| PFC Capital Group, Inc. | 13,841 | $654.0K | 0.30% | −4,667−25.2% | Reduced |
| Driehaus Capital Management LLC | 13,821 | $654.0K | 0.01% | −6,756−32.8% | Reduced |
| William B. Walkup & Associates, Inc. | 13,828 | $654.3K | 0.39% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 13,858 | $655.8K | 0.05% | −668−4.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 13,859 | $655.8K | 0.74% | +92+0.7% | Added |
| Richard W. Paul & Associates, LLC | 13,870 | $656.3K | 0.24% | −565−3.9% | Reduced |
| Defined Wealth Management, LLC | 13,881 | $656.8K | 0.41% | −102−0.7% | Reduced |
| West Michigan Advisors, LLC | 13,888 | $657.2K | 0.19% | +8,438+154.8% | Added |
| Marino, Stram & Associates LLC | 13,892 | $657.4K | 0.13% | +70+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 13,929 | $659.1K | 0.01% | −6,652−32.3% | Reduced |
| Seven Mile Advisory | 13,959 | $660.5K | 0.40% | −876−5.9% | Reduced |
| Canvas Wealth Advisors, LLC | 13,735 | $662.4K | 0.13% | −137−1.0% | Reduced |
| Castle Rock Wealth Management, LLC | 13,901 | $662.6K | 0.15% | +41+0.3% | Added |
| Northern Financial Advisors Inc | 14,045 | $664.6K | 0.50% | −338−2.3% | Reduced |
| Integrity Financial Corp | 14,052 | $664.9K | 0.34% | +20.0% | Added |
| Koss-Olinger Consulting, LLC | 14,058 | $665.2K | 0.05% | −285−2.0% | Reduced |
| Trust Co of Toledo NA | 14,065 | $665.6K | 0.07% | +32+0.2% | Added |
| Virtue Capital Management, LLC | 14,094 | $666.9K | 0.12% | −5,305−27.3% | Reduced |
| Pathway Financial Advisers, LLC | 14,139 | $669.1K | 0.22% | +39+0.3% | Added |
| Fiduciary Financial Group, LLC | 13,904 | $669.5K | 0.12% | −6,930−33.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,199 | $671.9K | 0.15% | +109+0.8% | Added |
| Berger Financial Group, Inc | 14,211 | $672.5K | 0.04% | −91−0.6% | Reduced |
| Fountainhead AM, LLC | 14,245 | $674.1K | 0.10% | +119+0.8% | Added |
| Hilltop National Bank | 14,265 | $675.0K | 0.18% | +14,265 | New |
| Alliance Wealth Advisors, LLC | 14,307 | $677.0K | 0.37% | +328+2.3% | Added |
| Hara Capital LLC | 14,326 | $677.9K | 0.42% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 14,330 | $678.1K | 0.06% | +1,092+8.2% | Added |
| Petix & Botte Co | 14,334 | $678.3K | 0.17% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 14,344 | $679.0K | 0.06% | +82+0.6% | Added |
| Leslie Global Wealth, LLC | 14,357 | $679.4K | 0.36% | −62−0.4% | Reduced |
| Colonial Trust Co | 14,393 | $681.1K | 0.10% | −1,028−6.7% | Reduced |
| Magnolia Capital Advisors LLC | 14,414 | $682.0K | 0.17% | +31+0.2% | Added |
| PCG Asset Management, LLC | 14,415 | $682.1K | 0.59% | −345−2.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 14,465 | $684.5K | 0.12% | +741+5.4% | Added |
| Guardian Partners Inc. | 14,649 | $686.2K | 0.06% | +100+0.7% | Added |
| Sunpointe, LLC | 14,505 | $686.4K | 0.27% | +707+5.1% | Added |
| Atwood & Palmer Inc | 14,509 | $686.5K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 14,526 | $687.4K | 0.10% | +2,386+19.7% | Added |
| Frisch Financial Group, Inc. | 14,548 | $688.0K | 0.17% | +12+0.1% | Added |
| MSH Capital Advisors LLC | 14,549 | $688.5K | 0.20% | +521+3.7% | Added |
| SOA Wealth Advisors, LLC. | 14,556 | $688.8K | 0.13% | −317−2.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,578 | $689.8K | 0.69% | 00.0% | Unchanged |
| Net Worth Advisory Group | 14,601 | $690.9K | 0.15% | +4,661+46.9% | Added |
| Alexander Labrunerie & Co., Inc. | 14,609 | $691.3K | 0.28% | +38+0.3% | Added |
| Ascent Wealth Partners, LLC | 14,637 | $692.6K | 0.09% | −2,239−13.3% | Reduced |
| New Hampshire Trust | 14,667 | $694.0K | 0.14% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 14,691 | $695.2K | 0.60% | +7,144+94.7% | Added |
| City State Bank | 14,706 | $695.9K | 0.22% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 14,735 | $697.3K | 0.10% | −1,500−9.2% | Reduced |
| Coign Capital Advisors LLC | 14,819 | $701.2K | 0.47% | +305+2.1% | Added |
| Childress Capital Advisors, LLC | 14,834 | $701.9K | 0.18% | +255+1.7% | Added |
| Fortitude Advisory Group L.L.C. | 14,841 | $702.3K | 0.40% | −96−0.6% | Reduced |
| LifeWealth Investments, LLC | 14,871 | $703.7K | 0.12% | +5,523+59.1% | Added |
| Gemmer Asset Management LLC | 14,944 | $707.2K | 0.06% | +2,311+18.3% | Added |
| Catalyst Capital Advisors LLC | 14,961 | $708.0K | 0.01% | +4,956+49.5% | Added |
| Parkside Investments, LLC | 15,000 | $709.8K | 0.10% | −10,000−40.0% | Reduced |
| Hedges Asset Management LLC | 15,000 | $709.8K | 0.57% | −9,000−37.5% | Reduced |
| Lantern Wealth Advisors, LLC | 15,001 | $709.8K | 0.42% | +15,001 | New |
| Altiora Financial Group, LLC | 15,010 | $710.3K | 0.14% | 00.0% | Unchanged |
| Financial Management Network Inc | 14,542 | $711.5K | 0.13% | +296+2.1% | Added |
| M3 Advisory Group, LLC | 15,056 | $712.4K | 0.49% | +762+5.3% | Added |
| Zuckerman Investment Group, LLC | 15,060 | $712.6K | 0.07% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 15,503 | $713.3K | 0.29% | +1,120+7.8% | Added |
| Benin Management CORP | 15,089 | $714.0K | 0.19% | +3,467+29.8% | Added |
| Tiemann Investment Advisors, LLC | 15,100 | $714.5K | 0.29% | +1,110+7.9% | Added |
| Spinnaker Trust | 15,111 | $715.1K | 0.04% | +900+6.3% | Added |
| Lakeshore Capital Group, Inc. | 15,120 | $715.5K | 0.63% | −807−5.1% | Reduced |
| Maven Securities LTD | 15,126 | $715.8K | 0.19% | −51,944−77.4% | Reduced |
| PBMares Wealth Management LLC | 15,128 | $715.9K | 0.13% | −466−3.0% | Reduced |
| Apexium Financial, LP | 15,132 | $716.0K | 0.04% | +1,217+8.7% | Added |
| Shoker Investment Counsel, Inc. | 15,138 | $716.3K | 0.22% | −16−0.1% | Reduced |
| Gifford Fong Associates | 15,147 | $717.0K | 0.17% | 00.0% | Unchanged |
| CSS LLC | 15,160 | $717.4K | 0.05% | −2,280−13.1% | Reduced |