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 |
|---|---|---|---|---|---|
| Watts Gwilliam & Co., LLC | 20,737 | $1.08M | 0.18% | −35,972−63.4% | Reduced |
| Garner Asset Management Corp | 22,916 | $1.08M | 0.50% | −1,098−4.6% | Reduced |
| Soltis Investment Advisors LLC | 22,940 | $1.09M | 0.09% | +2,834+14.1% | Added |
| Orion Capital Management LLC | 23,012 | $1.09M | 0.41% | −199−0.9% | Reduced |
| Cim Investment Mangement Inc | 23,880 | $1.09M | 0.21% | +11,920+99.7% | Added |
| Traynor Capital Management, Inc. | 22,637 | $1.09M | 0.08% | +673+3.1% | Added |
| AllSquare Wealth Management LLC | 23,072 | $1.09M | 0.61% | +220+1.0% | Added |
| Schear Investment Advisers, LLC | 23,083 | $1.09M | 0.54% | −228−1.0% | Reduced |
| Court Place Advisors, LLC | 23,089 | $1.09M | 0.34% | −610−2.6% | Reduced |
| Ethos Financial Group, LLC | 23,150 | $1.10M | 0.09% | −17,448−43.0% | Reduced |
| Michael B. Yongue | 23,307 | $1.10M | 0.83% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 23,494 | $1.11M | 0.85% | +166+0.7% | Added |
| Midland Wealth Advisors LLC | 23,516 | $1.11M | 0.06% | −3,193−12.0% | Reduced |
| Shayne & Co., LLC | 23,539 | $1.11M | 0.37% | −2,100−8.2% | Reduced |
| Menard Financial Group LLC | 23,577 | $1.12M | 0.66% | +52+0.2% | Added |
| Magnus Financial Group LLC | 23,640 | $1.12M | 0.10% | +2,399+11.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 23,641 | $1.12M | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,683 | $1.12M | 0.07% | −30,051−55.9% | Reduced |
| MJP Associates Inc | 23,691 | $1.12M | 0.17% | −630−2.6% | Reduced |
| MBL Wealth, LLC | 23,708 | $1.12M | 0.11% | +366+1.6% | Added |
| Physicians Financial Services, Inc. | 23,764 | $1.13M | 0.34% | −1,957−7.6% | Reduced |
| Abundance Wealth Counselors | 23,771 | $1.13M | 0.21% | −471−1.9% | Reduced |
| Farringdon Capital, Ltd. | 23,799 | $1.13M | 0.38% | +3,456+17.0% | Added |
| Keynote Financial Services LLC | 23,858 | $1.13M | 0.76% | −521−2.1% | Reduced |
| Ignite Planners, LLC | 23,874 | $1.13M | 0.20% | −600−2.5% | Reduced |
| Covenant Asset Management, LLC | 23,895 | $1.13M | 0.23% | −45−0.2% | Reduced |
| Transce3nd, LLC | 23,955 | $1.13M | 0.48% | +1,122+4.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 23,973 | $1.13M | 0.46% | −1,181−4.7% | Reduced |
| Cassia Capital Partners, LLC | 23,998 | $1.14M | 0.68% | +917+4.0% | Added |
| Harvest Fund Management Co., Ltd | 24,035 | $1.14M | 0.05% | −11,796−32.9% | Reduced |
| Clough Capital Partners L P | 24,000 | $1.14M | 0.11% | 00.0% | Unchanged |
| Lansing Street Advisors | 24,065 | $1.14M | 0.34% | +652+2.8% | Added |
| Sepio Capital, LP | 24,092 | $1.14M | 0.08% | −266−1.1% | Reduced |
| Purkiss Capital Advisors LLC | 24,103 | $1.14M | 0.63% | +3,720+18.3% | Added |
| Madison Wealth Partners, Inc | 24,157 | $1.14M | 0.25% | −286−1.2% | Reduced |
| Y.D. More Investments Ltd | 24,216 | $1.14M | 0.08% | −4,302−15.1% | Reduced |
| Resonant Capital Advisors, LLC | 24,276 | $1.15M | 0.07% | +6,384+35.7% | Added |
| Mach-1 Financial Group, Inc. | 24,279 | $1.15M | 0.34% | −14,429−37.3% | Reduced |
| Kestra Investment Management, LLC | 25,961 | $1.15M | 0.02% | +11,931+85.0% | Added |
| Lowe Brockenbrough & Co Inc | 24,322 | $1.15M | 0.06% | +564+2.4% | Added |
| Riverbend Wealth Management, LLC | 24,352 | $1.15M | 0.87% | +841+3.6% | Added |
| Meadow Creek Wealth Advisors LLC | 24,386 | $1.15M | 0.78% | +340+1.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 23,736 | $1.15M | 0.46% | +120+0.5% | Added |
| Stony Point Wealth Management Inc. | 24,469 | $1.16M | 0.49% | −2,264−8.5% | Reduced |
| LVW Advisors, LLC | 24,470 | $1.16M | 0.13% | −4,659−16.0% | Reduced |
| Field & Main Bank | 24,525 | $1.16M | 0.38% | +150+0.6% | Added |
| Washington Capital Management Inc | 24,555 | $1.16M | 0.86% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 24,558 | $1.16M | 0.18% | −493−2.0% | Reduced |
| Rossmore Private Capital | 24,618 | $1.16M | 0.14% | −825−3.2% | Reduced |
| Intrepid Financial Planning Group LLC | 24,648 | $1.17M | 0.49% | +251+1.0% | Added |
| China Universal Asset Management Co., Ltd. | 24,656 | $1.17M | 0.11% | −13,415−35.2% | Reduced |
| Sax Wealth Advisors, LLC | 24,660 | $1.17M | 0.07% | +11,921+93.6% | Added |
| Avenir Corp | 24,680 | $1.17M | 0.12% | −60−0.2% | Reduced |
| GTS Securities LLC | 24,780 | $1.17M | 0.05% | −9,696−28.1% | Reduced |
| Wealth Effects LLC | 24,837 | $1.18M | 0.44% | +2,300+10.2% | Added |
| Corundum Group, Inc. | 24,847 | $1.18M | 0.52% | +407+1.7% | Added |
| Spirit of America Management Corp | 24,850 | $1.18M | 0.25% | 00.0% | Unchanged |
| Independent Investors Inc | 24,880 | $1.18M | 0.26% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 24,905 | $1.18M | 0.07% | −2,047−7.6% | Reduced |
| Accredited Investors Inc. | 24,985 | $1.18M | 0.07% | +1,066+4.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 24,991 | $1.18M | 0.14% | +80.0% | Added |
| Vectors Research Management, LLC | 25,000 | $1.18M | 0.41% | 00.0% | Unchanged |
| TKG Advisors, LLC | 25,025 | $1.18M | 0.53% | −26,246−51.2% | Reduced |
| Golden State Wealth Management, LLC | 25,037 | $1.18M | 0.14% | +761+3.1% | Added |
| Ausdal Financial Partners, Inc. | 25,101 | $1.19M | 0.08% | −3,915−13.5% | Reduced |
| Manchester Capital Management LLC | 25,132 | $1.19M | 0.16% | −1,865−6.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 25,185 | $1.19M | 0.07% | +273+1.1% | Added |
| Creative Financial Designs Inc | 25,270 | $1.20M | 0.09% | −10,634−29.6% | Reduced |
| Cardinal Point Capital Management, ULC | 25,285 | $1.20M | 0.09% | +4,644+22.5% | Added |
| BCS Wealth Management | 25,318 | $1.20M | 0.26% | +17,808+237.1% | Added |
| Verity & Verity, LLC | 25,328 | $1.20M | 0.10% | +754+3.1% | Added |
| United Advisor Group, LLC | 25,397 | $1.20M | 0.21% | +6,851+36.9% | Added |
| BEAM Asset Management, LLC | 25,431 | $1.20M | 0.36% | +2,611+11.4% | Added |
| Palacios Wealth Management, LLC | 25,439 | $1.20M | 0.99% | +19,977+365.7% | Added |
| Cornerstone Advisory, LLC | 25,630 | $1.21M | 0.13% | +1,242+5.1% | Added |
| Nations Financial Group Inc, | 25,666 | $1.21M | 0.08% | +310+1.2% | Added |
| FSB Premier Wealth Management, Inc. | 25,742 | $1.22M | 0.43% | +3,754+17.1% | Added |
| Rather & Kittrell, Inc. | 25,753 | $1.22M | 0.24% | −159−0.6% | Reduced |
| Central Valley Advisors, LLC | 25,770 | $1.22M | 0.42% | −268−1.0% | Reduced |
| Liberty Wealth Management LLC | 25,807 | $1.22M | 0.19% | −1,740−6.3% | Reduced |
| Haverford Trust Co | 25,818 | $1.22M | 0.01% | −7,382−22.2% | Reduced |
| WealthTrust Asset Management, LLC | 25,850 | $1.22M | 0.91% | +25,850 | New |
| Lawson Kroeker Investment Management Inc | 25,904 | $1.23M | 0.23% | 00.0% | Unchanged |
| Sippican Capital Advisors | 25,950 | $1.23M | 0.89% | 00.0% | Unchanged |
| Severin Investments, LLC | 25,976 | $1.23M | 1.15% | −1,085−4.0% | Reduced |
| Snider Financial Group | 25,999 | $1.23M | 0.35% | −563−2.1% | Reduced |
| McLean Asset Management Corp | 25,316 | $1.23M | 0.32% | −3,271−11.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 26,115 | $1.24M | 0.24% | +869+3.4% | Added |
| MCF Advisors LLC | 26,268 | $1.24M | 0.08% | +1,509+6.1% | Added |
| Perennial Investment Advisors, LLC | 26,275 | $1.24M | 0.12% | +723+2.8% | Added |
| ArrowMark Colorado Holdings LLC | 26,350 | $1.25M | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 26,511 | $1.25M | 0.12% | −3,969−13.0% | Reduced |
| Brave Warrior Advisors, LLC | 26,532 | $1.26M | 0.03% | +12,000+82.6% | Added |
| Okabena Investment Services Inc | 26,549 | $1.26M | 0.28% | +26,549 | New |
| Pensionfund Sabic | 26,600 | $1.26M | 0.36% | +26,600 | New |
| Sound Income Strategies, LLC | 26,714 | $1.26M | 0.07% | +4,831+22.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,839 | $1.27M | 0.56% | −592−2.2% | Reduced |
| Greenwich Wealth Management LLC | 27,056 | $1.28M | 0.06% | +50.0% | Added |
| Park Place Capital Corp | 26,617 | $1.28M | 0.29% | +14,478+119.3% | Added |
| PDS Planning, Inc | 27,094 | $1.28M | 0.10% | −1,082−3.8% | Reduced |