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 |
|---|---|---|---|---|---|
| Juncture Wealth Strategies, LLC | 5,129 | $242.7K | 0.09% | +10.0% | Added |
| Ellsworth Advisors, LLC | 5,130 | $242.7K | 0.06% | −45,539−89.9% | Reduced |
| Monument Capital Management | 5,132 | $242.8K | 0.06% | −1,275−19.9% | Reduced |
| Stonebridge Financial Group, LLC | 5,147 | $243.5K | 0.02% | +50+1.0% | Added |
| Maripau Wealth Management LLC | 5,148 | $243.6K | 0.12% | +5,148 | New |
| Parkwoods Wealth Partners, LLC | 5,149 | $243.7K | 0.14% | +5,149 | New |
| Trueblood Wealth Management, LLC | 5,159 | $244.1K | 0.10% | +19+0.4% | Added |
| GSG Advisors LLC | 5,163 | $244.3K | 0.07% | +5,163 | New |
| BKM Wealth Management, LLC | 5,172 | $244.8K | 0.10% | +294+6.0% | Added |
| Syntegra Private Wealth Group, LLC | 5,178 | $245.0K | 0.02% | −565−9.8% | Reduced |
| Donaldson Capital Management, LLC | 5,180 | $245.1K | 0.01% | −763−12.8% | Reduced |
| Strategies Wealth Advisors, LLC | 5,184 | $245.3K | 0.03% | +17+0.3% | Added |
| Monetary Management Group Inc | 5,200 | $246.1K | 0.06% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,212 | $246.6K | 0.11% | −174−3.2% | Reduced |
| HFG Advisors, Inc. | 5,213 | $246.7K | 0.20% | +5,213 | New |
| Intergy Private Wealth, LLC | 5,218 | $246.9K | 0.08% | −62−1.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,225 | $247.0K | 0.17% | +5,225 | New |
| Solutions 4 Wealth, Ltd | 5,222 | $247.1K | 0.41% | +6+0.1% | Added |
| Sentinel Pension Advisors Inc | 5,228 | $247.4K | 0.04% | +5,228 | New |
| Summit X, LLC | 5,251 | $248.2K | 0.05% | +5,251 | New |
| BlueStem Wealth Partners, LLC | 5,247 | $248.3K | 0.03% | +5,247 | New |
| Cypress Point Wealth Management, LLC | 5,253 | $248.6K | 0.06% | +5,253 | New |
| Traub Capital Management LLC | 5,259 | $248.9K | 0.23% | +5,259 | New |
| Harbour Trust & Investment Management Co | 5,262 | $249.0K | 0.03% | +5,262 | New |
| Barings LLC | 5,264 | $249.1K | 0.01% | +85+1.6% | Added |
| Main Street Group, LTD | 5,269 | $249.3K | 0.08% | 00.0% | Unchanged |
| Convergence Financial, LLC | 5,273 | $249.5K | 0.04% | −409−7.2% | Reduced |
| Old North State Trust, LLC | 5,279 | $250.0K | 0.17% | +5,279 | New |
| Wall Street Financial Group, Inc. | 5,285 | $250.1K | 0.23% | +5,285 | New |
| RFP Financial Group LLC | 5,300 | $250.8K | 0.10% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 5,308 | $251.2K | 0.08% | 00.0% | Unchanged |
| Steadtrust LLC | 5,335 | $252.5K | 0.20% | +5,335 | New |
| Central Bank & Trust Co | 5,336 | $252.5K | 0.04% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 5,350 | $253.2K | 0.04% | 00.0% | Unchanged |
| James Hambro & Partners | 5,357 | $253.3K | 0.01% | 00.0% | Unchanged |
| Meridian Financial, LLC | 5,353 | $253.3K | 0.16% | +20.0% | Added |
| Amussen Hunsaker Associates LLC | 5,361 | $253.7K | 0.03% | +5,361 | New |
| Allen Investment Management LLC | 5,364 | $253.8K | 0.00% | −362−6.3% | Reduced |
| Washington Trust Advisors, Inc. | 5,372 | $254.2K | 0.02% | +333+6.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,378 | $254.5K | 0.20% | −1,023−16.0% | Reduced |
| Clark Financial Services Group Inc | 5,384 | $254.8K | 0.16% | +16+0.3% | Added |
| Latash Investments, LLC | 5,394 | $255.2K | 0.20% | −54,500−91.0% | Reduced |
| Jackson Square Capital, LLC | 5,399 | $255.5K | 0.06% | +5,399 | New |
| Davidson Trust Co | 5,409 | $256.0K | 0.12% | −493−8.4% | Reduced |
| Condor Capital Management | 5,422 | $256.6K | 0.02% | +5,422 | New |
| Signet Investment Advisory Group, Inc. | 5,425 | $256.7K | 0.13% | −75−1.4% | Reduced |
| Abound Wealth Management | 5,435 | $257.2K | 0.07% | −25−0.5% | Reduced |
| Barry Investment Advisors, LLC | 5,444 | $257.6K | 0.06% | −3,601−39.8% | Reduced |
| Gibson Wealth Advisors LLC | 5,445 | $257.7K | 0.19% | +125+2.3% | Added |
| Rahlfs Capital, LLC | 5,450 | $257.9K | 0.24% | −2,850−34.3% | Reduced |
| Jackson Thornton Asset Management, LLC | 5,472 | $258.0K | 0.03% | +5,472 | New |
| Aletheian Wealth Advisors LLC | 5,467 | $258.7K | 0.13% | −248−4.3% | Reduced |
| Red Lighthouse Investment Management, LLC | 5,480 | $259.3K | 0.10% | +32+0.6% | Added |
| Linden Thomas Advisory Services, LLC | 5,484 | $259.5K | 0.03% | −859−13.5% | Reduced |
| Financial Guidance Group, Inc. | 5,485 | $259.6K | 0.13% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,489 | $259.7K | 0.08% | +218+4.1% | Added |
| Collective Family Office LLC | 5,493 | $259.9K | 0.07% | −1,478−21.2% | Reduced |
| Everstar Asset Management, LLC | 5,498 | $260.2K | 0.16% | −428−7.2% | Reduced |
| Seldon Capital LP | 5,502 | $260.4K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 5,507 | $260.6K | 0.09% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 6,246 | $260.6K | 0.12% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 5,521 | $261.3K | 0.12% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 5,524 | $261.4K | 0.23% | +615+12.5% | Added |
| Peak Asset Management, LLC | 5,530 | $261.7K | 0.05% | −313−5.4% | Reduced |
| Requisite Capital Management, LLC | 5,534 | $261.9K | 0.06% | +547+11.0% | Added |
| Purus Wealth Management, LLC | 5,535 | $261.9K | 0.09% | +163+3.0% | Added |
| Patton Fund Management, Inc. | 5,549 | $262.6K | 0.06% | +5,549 | New |
| Kera Capital Partners, Inc. | 5,549 | $262.6K | 0.05% | +5,549 | New |
| Skba Capital Management LLC | 5,550 | $262.6K | 0.04% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,550 | $262.6K | 0.14% | +333+6.4% | Added |
| St. Clair Advisors, LLC | 5,560 | $263.1K | 0.07% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 5,564 | $263.3K | 0.10% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 5,567 | $263.4K | 0.01% | +5,567 | New |
| MFA Wealth Services | 5,568 | $263.5K | 0.20% | +202+3.8% | Added |
| Yoffe Investment Management, LLC | 5,573 | $263.7K | 0.36% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,582 | $264.1K | 0.02% | −1,003−15.2% | Reduced |
| Lifestyle Asset Management, Inc. | 5,584 | $264.2K | 0.12% | +483+9.5% | Added |
| Kondo Wealth Advisors, Inc. | 5,489 | $264.3K | 0.12% | −133−2.4% | Reduced |
| Capula Management Ltd | 5,591 | $264.6K | 0.00% | −9,653−63.3% | Reduced |
| Syntax Research, Inc. | 5,602 | $265.1K | 0.19% | +7+0.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 5,608 | $265.4K | 0.19% | −98−1.7% | Reduced |
| Midwest Financial Group LLC | 5,609 | $265.4K | 0.14% | +101+1.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,619 | $265.9K | 0.01% | +72+1.3% | Added |
| Cardiff Park Advisors, LLC | 5,625 | $266.2K | 0.02% | +16+0.3% | Added |
| Sar Wealth Management Group, LLC | 5,626 | $266.2K | 0.16% | −7−0.1% | Reduced |
| EPG Wealth Management LLC | 5,640 | $266.9K | 0.08% | −1,246−18.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 5,641 | $266.9K | 0.07% | +628+12.5% | Added |
| First United Bank Trust | 5,643 | $267.0K | 0.09% | +345+6.5% | Added |
| Shelton Wealth Management, LLC | 5,654 | $267.5K | 0.13% | +3+0.1% | Added |
| North Capital, Inc. | 5,671 | $268.4K | 0.23% | 00.0% | Unchanged |
| Helium Advisors LLC | 5,674 | $268.5K | 0.17% | +61+1.1% | Added |
| Holistic Planning, LLC | 5,675 | $268.5K | 0.08% | +5,675 | New |
| First Nebraska Trust Co | 5,679 | $268.7K | 0.03% | −300−5.0% | Reduced |
| Motive Wealth Advisors | 5,705 | $270.0K | 0.12% | +868+17.9% | Added |
| Tarbox Family Office, Inc. | 5,717 | $270.5K | 0.04% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 5,718 | $270.6K | 0.10% | +469+8.9% | Added |
| Ironwood Investment Management LLC | 5,720 | $270.7K | 0.13% | −19−0.3% | Reduced |
| McNamara Financial Services, Inc. | 5,722 | $270.8K | 0.05% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 5,722 | $270.8K | 0.11% | +204+3.7% | Added |
| St. Louis Trust Co | 5,725 | $270.9K | 0.04% | 00.0% | Unchanged |