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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 4,489 | $212.4K | 0.02% | +1,884+72.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,480 | $212.8K | 0.07% | +4,480 | New |
| Riverview Capital Advisers, LLC | 4,498 | $212.8K | 0.06% | −3,100−40.8% | Reduced |
| Founders Capital Management | 4,500 | $212.9K | 0.13% | −440−8.9% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,516 | $213.7K | 0.05% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 4,547 | $215.2K | 0.01% | +4,547 | New |
| Hibernia Wealth Partners, LLC | 4,548 | $215.3K | 0.08% | +4,548 | New |
| Plotkin Financial Advisors, LLC | 4,550 | $215.3K | 0.12% | +4,550 | New |
| Panoramic Capital Partners, LLC | 4,414 | $216.0K | 0.15% | +4,414 | New |
| Claret Asset Management Corp | 4,572 | $216.0K | 0.03% | +4,572 | New |
| Nicholson Meyer Capital Management, Inc. | 4,567 | $216.1K | 0.18% | +4,567 | New |
| Hoese & Co LLP | 4,570 | $216.2K | 0.17% | +70+1.6% | Added |
| Cannon Advisors, Inc. | 4,576 | $216.5K | 0.17% | +4,576 | New |
| PVG Asset Management Corp | 4,580 | $216.7K | 0.74% | +4,580 | New |
| Summit Wealth Group, LLC | 4,583 | $217.0K | 0.06% | +4,583 | New |
| WFA Asset Management Corp | 5,459 | $217.1K | 0.12% | −980−15.2% | Reduced |
| Matrix Private Capital Group LLC | 4,589 | $217.2K | 0.13% | −1,106−19.4% | Reduced |
| Disciplined Investments, LLC | 4,592 | $217.3K | 0.09% | +4,592 | New |
| All Terrain Financial Advisors, LLC | 4,600 | $217.7K | 0.08% | +4,600 | New |
| Vista Investment Partners II, LLC | 4,605 | $217.9K | 0.11% | +4,605 | New |
| Prasad Wealth Partners, LLC | 4,625 | $218.8K | 0.06% | +4,625 | New |
| Phocas Financial Corp. | 4,640 | $219.6K | 0.03% | +4,640 | New |
| Creekside Partners | 4,647 | $219.9K | 0.10% | +4,647 | New |
| Berry Wealth Group, LP | 4,651 | $220.1K | 0.15% | +4,651 | New |
| CWS Financial Advisors, LLC | 4,657 | $220.4K | 0.06% | +4,657 | New |
| 4WEALTH Advisors, Inc. | 4,675 | $221.2K | 0.23% | −611−11.6% | Reduced |
| WP Advisors, LLC | 4,697 | $222.3K | 0.06% | +4,697 | New |
| Eads & Heald Wealth Management | 4,707 | $223.0K | 0.11% | +4,707 | New |
| Keebeck Alpha, LP | 4,734 | $224.0K | 0.37% | −5,881−55.4% | Reduced |
| Signature Wealth Management Partners, LLC | 4,742 | $224.4K | 0.13% | −575−10.8% | Reduced |
| Northstar Group, Inc. | 4,745 | $224.5K | 0.03% | +4,745 | New |
| Global Strategic Investment Solutions, LLC | 4,753 | $224.9K | 0.02% | +4,753 | New |
| Kelly Financial Services LLC | 4,753 | $224.9K | 0.07% | +4,753 | New |
| Cascade Investment Group, Inc. | 4,767 | $225.6K | 0.16% | +4,767 | New |
| Hill Island Financial LLC | 4,773 | $225.9K | 0.06% | +4,773 | New |
| IMG Wealth Management, Inc. | 4,775 | $226.0K | 0.18% | +2,707+130.9% | Added |
| Campion Asset Management LLC | 4,776 | $226.0K | 0.17% | −559−10.5% | Reduced |
| Cairn Investment Group, Inc. | 4,768 | $226.0K | 0.12% | +4,768 | New |
| KFA Private Wealth Group, LLC | 4,777 | $226.1K | 0.07% | +4,777 | New |
| Delta Accumulation, LLC | 5,698 | $226.1K | 0.48% | +31+0.5% | Added |
| Investment Research & Advisory Group, Inc. | 4,790 | $226.7K | 0.09% | +14+0.3% | Added |
| Bill Few Associates, Inc. | 4,791 | $226.7K | 0.06% | +4,791 | New |
| BHK Investment Advisors, LLC | 4,801 | $227.2K | 0.09% | −29−0.6% | Reduced |
| BSW Wealth Partners | 4,804 | $227.3K | 0.03% | +4,804 | New |
| Pines Wealth Management, LLC | 4,649 | $227.5K | 0.08% | +4,649 | New |
| Sightline Wealth Advisors, LLC | 4,808 | $227.5K | 0.11% | +4,808 | New |
| Hanson & Doremus Investment Management | 4,813 | $228.0K | 0.03% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 4,827 | $228.4K | 0.08% | −14−0.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 4,832 | $228.7K | 0.14% | +4,832 | New |
| Eclectic Associates Inc | 4,835 | $228.8K | 0.05% | 00.0% | Unchanged |
| Flagstone Financial Management | 4,836 | $228.8K | 0.07% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,836 | $228.8K | 0.07% | +4,836 | New |
| Manske Wealth Management | 4,847 | $229.4K | 0.08% | +4,847 | New |
| Trail Ridge Investment Advisors, LLC | 4,878 | $230.6K | 0.11% | −145−2.9% | Reduced |
| Wealthspan Partners, LLC | 4,881 | $231.0K | 0.10% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 4,886 | $231.2K | 0.11% | −63−1.3% | Reduced |
| Financial Harvest, LLC | 4,887 | $231.2K | 0.17% | +4,887 | New |
| Custom Index Systems, LLC | 4,888 | $231.3K | 0.11% | +4,888 | New |
| West Chester Capital Advisors, Inc | 4,895 | $231.6K | 0.11% | 00.0% | Unchanged |
| Marotta Asset Management | 4,898 | $231.8K | 0.05% | −228−4.4% | Reduced |
| Weil Company, Inc. | 4,906 | $232.2K | 0.06% | +29+0.6% | Added |
| Milestones Private Investment Advisors LLC | 4,925 | $233.1K | 0.17% | +4,925 | New |
| REAP Financial Group, LLC | 4,928 | $233.2K | 0.05% | +1,657+50.7% | Added |
| Collar Capital Management, LLC | 4,930 | $233.3K | 0.20% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 4,936 | $233.6K | 0.21% | +6+0.1% | Added |
| Wincap Financial LLC | 4,938 | $233.7K | 0.19% | +4,938 | New |
| Center for Financial Planning, Inc. | 4,939 | $233.7K | 0.03% | +100+2.1% | Added |
| Patriot Investment Management Inc. | 4,939 | $233.7K | 0.02% | +4,939 | New |
| EWG Elevate Inc. | 4,953 | $234.4K | 0.07% | +4,953 | New |
| Sachetta, LLC | 4,963 | $234.8K | 0.09% | −437−8.1% | Reduced |
| Bensler, LLC | 4,964 | $234.9K | 0.03% | −487−8.9% | Reduced |
| Harvest Investment Services, LLC | 4,982 | $235.7K | 0.05% | +4,982 | New |
| Measured Wealth Private Client Group, LLC | 4,983 | $235.8K | 0.07% | +4,983 | New |
| Burk Holdings LLC | 4,999 | $236.6K | 0.15% | −1,116−18.3% | Reduced |
| Disciplined Growth Investors Inc | 5,000 | $236.6K | 0.00% | +5,000 | New |
| Harfst & Associates, Inc. | 5,002 | $236.7K | 0.05% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 5,006 | $236.9K | 0.08% | +5,006 | New |
| First County Bank | 5,012 | $237.2K | 0.13% | −930−15.7% | Reduced |
| Avid Wealth Partners LLC | 5,012 | $237.2K | 0.14% | +5,012 | New |
| Wela Strategies, Inc. | 5,029 | $238.0K | 0.09% | +21+0.4% | Added |
| Bull Oak Capital, LLC | 5,036 | $238.3K | 0.11% | −46−0.9% | Reduced |
| Von Berge Wealth Management Group, LLC | 4,993 | $238.5K | 0.13% | +4,993 | New |
| Asset Planning,Inc | 5,043 | $238.6K | 0.18% | +22+0.4% | Added |
| Glen Eagle Advisors, LLC | 5,064 | $239.6K | 0.04% | −128−2.5% | Reduced |
| Meyer Handelman Co | 5,065 | $239.7K | 0.01% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 5,131 | $239.8K | 0.08% | +5,131 | New |
| Norris Perne & French LLP | 5,067 | $239.8K | 0.02% | +17+0.3% | Added |
| Pennington Partners & Co., LLC | 5,068 | $239.8K | 0.13% | −145−2.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,068 | $239.8K | 0.06% | −63−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,079 | $240.0K | 0.07% | −213−4.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,098 | $241.0K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 5,095 | $241.1K | 0.01% | −147−2.8% | Reduced |
| Applied Capital LLC | 5,109 | $241.8K | 0.18% | +50+1.0% | Added |
| Harold Davidson & Associates Inc. | 5,113 | $241.9K | 0.16% | −2,923−36.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 5,115 | $242.0K | 0.08% | +5,115 | New |
| Blue Bell Private Wealth Management, LLC | 5,117 | $242.1K | 0.04% | −186−3.5% | Reduced |
| Swisher Financial Concepts, Inc. | 5,121 | $242.3K | 0.16% | +5,121 | New |
| Three Bridge Wealth Advisors, LLC | 5,121 | $242.3K | 0.06% | −2,179−29.8% | Reduced |
| Wealth Management Nebraska | 5,147 | $242.5K | 0.03% | +90+1.8% | Added |
| Wealth Advisory Solutions, LLC | 5,126 | $242.6K | 0.06% | +214+4.4% | Added |