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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 17,624 | $834.0K | 0.31% | +1,279+7.8% | Added |
| Capital Performance Advisors LLP | 17,636 | $834.5K | 0.16% | −1,936−9.9% | Reduced |
| AIMZ Investment Advisors, LLC | 17,642 | $834.8K | 0.28% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 17,664 | $835.9K | 0.19% | +4,531+34.5% | Added |
| Austin Private Wealth, LLC | 17,675 | $836.4K | 0.07% | +762+4.5% | Added |
| Caliber Wealth Management, LLC | 17,685 | $836.9K | 0.09% | +1,700+10.6% | Added |
| Cascades Capital Asset Management, LLC | 17,686 | $836.9K | 0.43% | +1,723+10.8% | Added |
| Lion Street Advisors, LLC | 17,691 | $837.1K | 0.25% | +343+2.0% | Added |
| Baker Tilly Wealth Management, LLC | 17,763 | $840.5K | 0.30% | −724−3.9% | Reduced |
| Worth Financial Advisory Group, LLC | 17,775 | $841.1K | 0.52% | −936−5.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,797 | $842.2K | 0.37% | +5,068+39.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 17,800 | $842.3K | 0.23% | +1,440+8.8% | Added |
| 180 Wealth Advisors, LLC | 17,820 | $843.2K | 0.12% | +271+1.5% | Added |
| WSFS Capital Management, LLC | 17,838 | $844.1K | 0.05% | +1,866+11.7% | Added |
| Hall Capital Management Co Inc | 17,857 | $845.0K | 0.36% | +1,791+11.1% | Added |
| Allegheny Financial Group LTD | 17,864 | $845.4K | 0.19% | −967−5.1% | Reduced |
| Carl P. Sherr & Co., LLC | 17,874 | $845.8K | 0.43% | −1,151−6.0% | Reduced |
| Spring Capital Management, LLC | 18,005 | $852.0K | 0.45% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 18,033 | $853.0K | 0.09% | −300−1.6% | Reduced |
| Terril Brothers, Inc. | 18,040 | $853.7K | 0.32% | +257+1.4% | Added |
| Relyea Zuckerberg Hanson LLC | 18,042 | $853.7K | 0.10% | +752+4.3% | Added |
| Onefund, LLC | 18,055 | $854.0K | 0.61% | −222−1.2% | Reduced |
| Prentice Wealth Management LLC | 18,088 | $855.9K | 0.22% | −522−2.8% | Reduced |
| Whitener Capital Management, Inc. | 18,135 | $858.1K | 0.23% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 18,153 | $859.0K | 0.18% | +1,455+8.7% | Added |
| MeadowBrook Investment Advisors LLC | 18,197 | $861.1K | 0.80% | −16,645−47.8% | Reduced |
| Cypress Asset Management Inc | 18,202 | $861.3K | 0.21% | +100+0.6% | Added |
| Muirfield Wealth Advisors LLC | 18,243 | $863.3K | 0.69% | +276+1.5% | Added |
| Confluence Wealth Services, Inc. | 18,254 | $863.8K | 0.05% | −868−4.5% | Reduced |
| Investors Research Corp | 18,257 | $863.9K | 0.17% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 18,264 | $864.3K | 0.52% | +589+3.3% | Added |
| Lathrop Investment Management Corp | 18,295 | $866.0K | 0.16% | −163−0.9% | Reduced |
| Oakworth Capital, Inc. | 18,308 | $866.3K | 0.06% | −1,007−5.2% | Reduced |
| Future Fund LLC | 18,334 | $867.6K | 0.39% | +1,703+10.2% | Added |
| Tranquility Partners, LLC | 18,368 | $869.2K | 0.31% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 18,427 | $872.0K | 0.45% | −1,600−8.0% | Reduced |
| B&L Asset Management LLC | 18,431 | $872.2K | 0.50% | −111−0.6% | Reduced |
| Prosperity Wealth Management, Inc. | 18,463 | $873.7K | 0.32% | −5,460−22.8% | Reduced |
| Wellspring Financial Advisors, LLC | 18,472 | $874.0K | 0.09% | +7,871+74.2% | Added |
| Waterfront Wealth Inc. | 18,477 | $874.3K | 0.20% | −861−4.5% | Reduced |
| Brasada Capital Management, LP | 18,500 | $875.4K | 0.15% | +1,000+5.7% | Added |
| Burkett Financial Services, LLC | 18,520 | $876.4K | 0.32% | +80+0.4% | Added |
| Cottage Street Advisors LLC | 18,533 | $877.0K | 0.46% | +40.0% | Added |
| Natural Investments, LLC | 18,543 | $877.0K | 0.23% | +1,156+6.6% | Added |
| Morningstar Investment Management LLC | 18,564 | $878.0K | 0.08% | +2,504+15.6% | Added |
| Pine Valley Investments Ltd Liability Co | 18,702 | $885.0K | 0.05% | +905+5.1% | Added |
| Community Bank, N.A. | 18,773 | $888.1K | 0.12% | +1,402+8.1% | Added |
| Persistent Asset Partners Ltd | 18,778 | $888.6K | 0.78% | +18,778 | New |
| Crux Wealth Advisors | 18,804 | $889.8K | 0.38% | +5,167+37.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 18,822 | $890.7K | 0.11% | +2,653+16.4% | Added |
| WESPAC Advisors, LLC | 18,826 | $890.9K | 0.62% | +30.0% | Added |
| Drive Wealth Management, LLC | 18,862 | $892.5K | 0.20% | +340+1.8% | Added |
| Brucke Financial, Inc. | 18,866 | $892.8K | 0.62% | +1,032+5.8% | Added |
| Foster & Motley Inc | 18,872 | $893.0K | 0.05% | +71+0.4% | Added |
| JNBA Financial Advisors | 18,896 | $894.2K | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 18,933 | $895.9K | 0.41% | −6,589−25.8% | Reduced |
| JT Stratford LLC | 18,963 | $897.3K | 0.14% | +2,983+18.7% | Added |
| X-Square Capital, LLC | 18,979 | $898.0K | 0.32% | −150−0.8% | Reduced |
| Stonebrook Private Inc. | 18,979 | $898.1K | 0.21% | −605−3.1% | Reduced |
| Jordan Park Group LLC | 19,000 | $899.1K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 19,028 | $900.4K | 0.23% | −808−4.1% | Reduced |
| Icapital Wealth LLC | 19,031 | $900.5K | 0.51% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 19,043 | $901.1K | 0.51% | +990+5.5% | Added |
| Finivi Inc. | 19,062 | $902.0K | 0.61% | −197−1.0% | Reduced |
| Valmark Advisers, Inc. | 19,070 | $902.4K | 0.01% | −430−2.2% | Reduced |
| Platform Technology Partners | 19,072 | $902.5K | 0.24% | +1,110+6.2% | Added |
| Calton & Associates, Inc. | 19,183 | $907.7K | 0.16% | +277+1.5% | Added |
| Steele Capital Management, Inc. | 19,199 | $908.5K | 0.04% | −908−4.5% | Reduced |
| Aspire Private Capital, LLC | 19,227 | $909.8K | 0.21% | −1,389−6.7% | Reduced |
| Zhang Financial LLC | 19,235 | $910.2K | 0.04% | −18−0.1% | Reduced |
| Kickstand Ventures, LLC. | 19,250 | $910.9K | 0.21% | +19,250 | New |
| Finer Wealth Management, Inc. | 19,308 | $913.7K | 0.49% | −1,771−8.4% | Reduced |
| BluePath Capital Management, LLC | 19,323 | $914.4K | 0.80% | +640+3.4% | Added |
| Circle Wealth Management, LLC | 19,379 | $917.0K | 0.02% | +85+0.4% | Added |
| Baldwin Investment Management, LLC | 19,400 | $918.0K | 0.11% | −500−2.5% | Reduced |
| Versant Capital Management, Inc | 19,400 | $918.0K | 0.14% | +1,157+6.3% | Added |
| Heritage Wealth Advisors | 19,424 | $919.1K | 0.04% | −7,747−28.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 19,473 | $921.5K | 0.58% | −968−4.7% | Reduced |
| Kearns & Associates LLC | 19,500 | $922.7K | 0.53% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 19,598 | $923.0K | 0.13% | −113−0.6% | Reduced |
| Hayek Kallen Investment Management | 19,501 | $923.0K | 0.31% | +8,875+83.5% | Added |
| Auxano Advisors, LLC | 19,524 | $923.9K | 0.22% | −4,018−17.1% | Reduced |
| Simplex Trading, LLC | 19,583 | $926.0K | 0.02% | +19,583 | New |
| Columbia Asset Management | 19,595 | $927.2K | 0.18% | −746−3.7% | Reduced |
| Centennial Bank | 19,636 | $929.2K | 0.39% | −1,340−6.4% | Reduced |
| IPG Investment Advisors LLC | 19,656 | $930.1K | 0.18% | +506+2.6% | Added |
| Petros Family Wealth, LLC | 19,671 | $930.8K | 0.85% | −653−3.2% | Reduced |
| Kavar Capital Partners Group, LLC | 19,731 | $933.7K | 0.13% | +2,502+14.5% | Added |
| Jmac Enterprises LLC | 19,740 | $934.1K | 0.20% | +3,303+20.1% | Added |
| Marshall Financial Group LLC | 19,204 | $934.4K | 0.18% | −978−4.8% | Reduced |
| Empirical Asset Management, LLC | 19,764 | $935.2K | 0.29% | +384+2.0% | Added |
| Stevens Capital Management LP | 19,852 | $939.0K | 0.26% | −3,453−14.8% | Reduced |
| Evolution Wealth Advisors, LLC | 2,087 | $940.2K | 0.14% | −17,782−89.5% | Reduced |
| Opinicus Capital, Inc. | 19,875 | $940.5K | 0.71% | −73−0.4% | Reduced |
| Harmony Asset Management LLC | 19,929 | $943.0K | 0.35% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 19,938 | $943.5K | 0.31% | −194−1.0% | Reduced |
| Lederer & Associates Investment Counsel | 20,000 | $946.0K | 0.63% | 00.0% | Unchanged |
| MSA Advisors, LLC | 20,000 | $946.4K | 0.24% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20,000 | $946.4K | 0.47% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 20,000 | $946.4K | 0.08% | 00.0% | Unchanged |