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
- 3,322
- +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
- 1,314 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 |
|---|---|---|---|---|---|
| Sherman Asset Management, Inc. | 2,546 | $120.5K | 0.11% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,603 | $123.2K | 0.02% | −1,000−27.8% | Reduced |
| BankPlus Trust Department | 2,620 | $124.0K | 0.04% | −36−1.4% | Reduced |
| Bogart Wealth, LLC | 2,631 | $124.5K | 0.01% | +453+20.8% | Added |
| Godsey & Gibb Associates | 2,643 | $125.1K | 0.01% | +116+4.6% | Added |
| Redwood Park Advisors LLC | 2,648 | $125.3K | 0.10% | +14+0.5% | Added |
| Horizons Wealth Management | 2,655 | $125.6K | 0.09% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,681 | $126.9K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,820 | $128.5K | 0.03% | +15+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,743 | $129.8K | 0.01% | −1,217−30.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 20,595 | $130.3K | 0.03% | +304+1.5% | Added |
| Beaird Harris Wealth Management, LLC | 2,782 | $131.6K | 0.01% | +144+5.5% | Added |
| West Oak Capital, LLC | 2,785 | $131.8K | 0.05% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2,804 | $132.7K | 0.03% | +2,804 | New |
| Olistico Wealth, LLC | 2,843 | $134.5K | 0.07% | +2,843 | New |
| Consultiva Wealth Management, Corp. | 2,850 | $134.9K | 0.42% | −600−17.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,850 | $134.9K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,876 | $136.1K | 0.01% | +395+15.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,949 | $139.6K | 0.07% | +134+4.8% | Added |
| TFC Financial Management | 2,960 | $140.1K | 0.02% | −36−1.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,000 | $142.0K | 0.01% | −167−5.3% | Reduced |
| Promus Capital, LLC | 3,014 | $142.6K | 0.09% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 3,021 | $143.0K | 0.10% | −7−0.2% | Reduced |
| Hughes Financial Services, LLC | 3,158 | $143.5K | 0.02% | −93−2.9% | Reduced |
| Dougherty Wealth Advisers LLC | 3,055 | $144.6K | 0.10% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3,076 | $145.6K | 0.04% | +2,400+355.0% | Added |
| Covestor Ltd | 3,095 | $146.0K | 0.09% | −32−1.0% | Reduced |
| ZRC Wealth Management, LLC | 3,094 | $146.4K | 0.06% | +2+0.1% | Added |
| Financial Connections Group, Inc. | 3,113 | $147.0K | 0.06% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 3,194 | $151.2K | 0.11% | +504+18.7% | Added |
| Canton Hathaway, LLC | 3,208 | $152.0K | 0.03% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 3,315 | $156.8K | 0.01% | −107,015−97.0% | Reduced |
| Ogorek Anthony Joseph | 3,322 | $157.0K | 0.05% | +183+5.8% | Added |
| Game Plan Financial Advisors, LLC | 3,406 | $161.2K | 0.07% | +2+0.1% | Added |
| Tidemark, LLC | 3,443 | $162.9K | 0.05% | −376−9.8% | Reduced |
| Constant Guidance Financial LLC | 3,452 | $163.3K | 0.16% | −18,350−84.2% | Reduced |
| WFA of San Diego, LLC | 3,486 | $165.0K | 0.12% | +3,486 | New |
| MB, Levis & Associates, LLC | 3,543 | $167.6K | 0.07% | +13+0.4% | Added |
| Slocum, Gordon & Co LLP | 3,571 | $169.0K | 0.14% | 00.0% | Unchanged |
| YANKCOM Partnership | 3,614 | $171.0K | 0.08% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,641 | $172.3K | 0.02% | −1,079−22.9% | Reduced |
| N.E.W. Advisory Services LLC | 3,739 | $176.9K | 0.02% | −236−5.9% | Reduced |
| Motco | 3,801 | $179.7K | 0.02% | +217+6.1% | Added |
| Optiver Holding B.V. | 3,823 | $180.9K | 0.00% | −13,015−77.3% | Reduced |
| Old Second National Bank of Aurora | 3,859 | $182.6K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 4,000 | $189.3K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 4,051 | $191.7K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,104 | $194.2K | 0.01% | +621+17.8% | Added |
| FSA Wealth Management LLC | 4,120 | $195.0K | 0.08% | +4+0.1% | Added |
| Exchange Bank | 4,239 | $200.6K | 0.16% | +4,239 | New |
| De Burlo Group Inc | 4,248 | $201.0K | 0.03% | +4,248 | New |
| Bell & Brown Wealth Advisors, LLC | 4,249 | $201.1K | 0.07% | +4,249 | New |
| Ipswich Investment Management Co., Inc. | 4,250 | $201.1K | 0.05% | +4,250 | New |
| Live Oak Investment Partners | 4,252 | $201.2K | 0.15% | +4,252 | New |
| Woodley Farra Manion Portfolio Management Inc | 4,260 | $201.6K | 0.01% | +4,260 | New |
| Fourth Dimension Wealth, LLC | 4,263 | $201.7K | 0.09% | +1,126+35.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,267 | $201.9K | 0.05% | +4,267 | New |
| Claris Financial LLC | 4,284 | $202.7K | 0.15% | +4,284 | New |
| Callahan Advisors, LLC | 4,287 | $202.9K | 0.02% | +4,287 | New |
| Brendel Financial Advisors LLC | 4,291 | $203.0K | 0.11% | +4,291 | New |
| Bath Savings Trust Co | 4,293 | $203.1K | 0.02% | +4,293 | New |
| Scissortail Wealth Management, LLC | 4,299 | $203.4K | 0.05% | +4,299 | New |
| Essential Partners LLC | 4,307 | $203.8K | 0.08% | +4,307 | New |
| Norway Savings Bank | 4,308 | $203.9K | 0.10% | +4,308 | New |
| Reston Wealth Management LLC | 4,309 | $203.9K | 0.07% | +4,309 | New |
| Blue Rock Wealth Management LLC | 4,315 | $204.2K | 0.14% | +4,315 | New |
| Ellevest, Inc. | 4,317 | $204.3K | 0.03% | +4,317 | New |
| Kercheville Advisors, LLC | 4,317 | $204.3K | 0.07% | +4,317 | New |
| Provenance Wealth Advisors, LLC | 4,321 | $204.5K | 0.03% | −195−4.3% | Reduced |
| Summit Wealth Group LLC | 4,321 | $204.6K | 0.05% | +4,321 | New |
| Mullaney, Keating & Wright, Inc. | 4,337 | $205.2K | 0.13% | +4,337 | New |
| Acorn Wealth Advisors, LLC | 4,360 | $206.3K | 0.08% | +4,360 | New |
| Taylor Financial Group, Inc. | 4,363 | $206.5K | 0.13% | +4,363 | New |
| RTD Financial Advisors, Inc. | 4,380 | $207.3K | 0.03% | +4,380 | New |
| Canal Capital Management, LLC | 4,384 | $207.4K | 0.03% | +4,384 | New |
| ERn Financial, LLC | 4,387 | $207.6K | 0.04% | −17,276−79.7% | Reduced |
| Intellus Advisors LLC | 4,390 | $207.8K | 0.03% | +4,390 | New |
| D'Orazio & Associates, Inc. | 4,393 | $207.9K | 0.03% | −2,971−40.3% | Reduced |
| Congress Park Capital LLC | 4,395 | $208.0K | 0.07% | +4,395 | New |
| Holland Advisory Services, Inc. | 4,396 | $208.0K | 0.30% | +4,396 | New |
| Tripletail Wealth Management, LLC | 4,513 | $208.3K | 0.30% | +4,513 | New |
| Twelve Points Wealth Management LLC | 4,413 | $208.8K | 0.06% | −500−10.2% | Reduced |
| Financial Alternatives, Inc | 4,415 | $208.9K | 0.14% | +4,415 | New |
| Fidelity D & D Bancorp Inc | 4,424 | $209.3K | 0.13% | +4,424 | New |
| LFA - Lugano Financial Advisors SA | 4,426 | $209.4K | 0.12% | +1,214+37.8% | Added |
| Accelerate Investment Advisors LLC | 4,430 | $209.6K | 0.16% | −1,221−21.6% | Reduced |
| CogentBlue Wealth Advisors, LLC | 4,446 | $210.4K | 0.16% | +4,446 | New |
| Hofer & Associates. Inc | 4,448 | $210.5K | 0.13% | +4,448 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 4,451 | $210.6K | 0.09% | +4,451 | New |
| Meritage Portfolio Management | 4,453 | $210.7K | 0.01% | +4,453 | New |
| Kaizen Financial Strategies | 4,453 | $210.7K | 0.11% | +4,453 | New |
| Chesley Taft & Associates LLC | 4,455 | $210.8K | 0.01% | +4,455 | New |
| Berkshire Money Management, Inc. | 4,456 | $210.9K | 0.02% | +4,456 | New |
| Farmers National Bank | 4,457 | $210.9K | 0.06% | +4,457 | New |
| Total Clarity Wealth Management, Inc. | 4,457 | $210.9K | 0.06% | +4,457 | New |
| Morris Retirement Advisors, LLC | 4,458 | $211.0K | 0.10% | +4,458 | New |
| Optivise Advisory Services LLC | 4,470 | $211.5K | 0.11% | +4,470 | New |
| Eastover Investment Advisors LLC | 4,470 | $211.5K | 0.09% | +4,470 | New |
| King Wealth | 4,471 | $212.0K | 0.03% | +4,471 | New |
| Fulton Breakefield Broenniman LLC | 4,488 | $212.4K | 0.01% | +4,488 | New |