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 |
|---|---|---|---|---|---|
| Binnacle Investments Inc | 5,744 | $271.8K | 0.18% | +125+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,748 | $272.0K | 0.02% | +567+10.9% | Added |
| Annandale Capital, LLC | 5,753 | $272.0K | 0.05% | +10.0% | Added |
| K.J. Harrison & Partners Inc | 5,771 | $273.1K | 0.05% | +26+0.5% | Added |
| Peoples Bank | 5,776 | $273.3K | 0.18% | +600+11.6% | Added |
| MBB Public Markets I LLC | 5,792 | $274.1K | 0.03% | −1,374−19.2% | Reduced |
| Bush Investment Group, LLC | 5,792 | $274.1K | 0.18% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5,798 | $274.4K | 0.23% | +81+1.4% | Added |
| Huntleigh Advisors, Inc. | 5,813 | $275.1K | 0.05% | +20.0% | Added |
| Gladius Capital Management LP | 5,815 | $275.2K | 0.43% | −25,479−81.4% | Reduced |
| Richmond Investment Services, LLC | 5,815 | $275.2K | 0.06% | +5,815 | New |
| Sage Rhino Capital LLC | 5,817 | $275.3K | 0.06% | +24+0.4% | Added |
| Flywheel Private Wealth LLC | 5,825 | $275.6K | 0.22% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 5,826 | $275.7K | 0.06% | +699+13.6% | Added |
| Integrity Wealth Solutions LLC | 5,839 | $276.3K | 0.13% | +22+0.4% | Added |
| Mountain Pacific Investment Advisers Inc | 5,843 | $276.5K | 0.02% | −3,900−40.0% | Reduced |
| GK Wealth Management LLC | 5,844 | $276.5K | 0.27% | −179−3.0% | Reduced |
| Wise Wealth Partners | 5,845 | $276.6K | 0.46% | +5,845 | New |
| Bennett Associates Wealth Management | 5,857 | $277.2K | 0.21% | +5,857 | New |
| DDD Partners, LLC | 5,865 | $277.5K | 0.03% | −247−4.0% | Reduced |
| National Philanthropic Trust | 5,868 | $277.7K | 0.00% | +5,868 | New |
| Keystone Financial Planning, Inc. | 5,881 | $278.3K | 0.08% | 00.0% | Unchanged |
| 5T Wealth, LLC | 5,900 | $279.2K | 0.14% | −196−3.2% | Reduced |
| Passive Capital Management, LLC. | 5,810 | $279.8K | 0.09% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 5,918 | $280.0K | 0.03% | −5,073−46.2% | Reduced |
| Evolution Wealth Management Inc. | 5,934 | $280.8K | 0.35% | +5,934 | New |
| Ahl Investment Management, Inc. | 5,953 | $281.7K | 0.19% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 5,960 | $282.0K | 0.01% | −3,048−33.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 5,979 | $282.9K | 0.01% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 5,985 | $283.2K | 0.09% | +300+5.3% | Added |
| Hamilton Point Investment Advisors, LLC | 5,988 | $283.4K | 0.05% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,993 | $283.6K | 0.04% | +738+14.0% | Added |
| Willner & Heller, LLC | 5,995 | $283.7K | 0.24% | +407+7.3% | Added |
| Bristlecone Advisors, LLC | 5,996 | $283.7K | 0.02% | −647−9.7% | Reduced |
| LeClair Wealth Partners LLC | 5,998 | $283.8K | 0.19% | −121−2.0% | Reduced |
| CWC Advisors, LLC. | 5,999 | $283.9K | 0.15% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,017 | $284.7K | 0.06% | −79−1.3% | Reduced |
| Stokes Family Office, LLC | 6,019 | $284.8K | 0.03% | +138+2.3% | Added |
| Sentinus, LLC | 6,019 | $284.8K | 0.07% | +1,105+22.5% | Added |
| CBIZ Investment Advisory Services, LLC | 6,027 | $285.2K | 0.01% | −2,481−29.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 6,030 | $285.3K | 0.06% | −143−2.3% | Reduced |
| Clay Northam Wealth Management, LLC | 6,032 | $285.4K | 0.18% | +20+0.3% | Added |
| SJS Investment Consulting Inc. | 6,046 | $286.1K | 0.05% | −76−1.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 5,947 | $286.3K | 0.06% | +7+0.1% | Added |
| Osborne Partners Capital Management, LLC | 6,052 | $286.4K | 0.02% | −2,489−29.1% | Reduced |
| Tucker Asset Management LLC | 6,052 | $286.4K | 0.09% | +308+5.4% | Added |
| CCG Wealth Management, LLC | 6,055 | $286.5K | 0.15% | +6,055 | New |
| Good Steward Wealth Advisors,LLC | 6,059 | $286.7K | 0.22% | +56+0.9% | Added |
| Hamilton Capital Partners, LLC | 6,064 | $287.0K | 0.14% | +33+0.5% | Added |
| AIFG Consultants Ltd. | 6,065 | $287.0K | 0.56% | −26−0.4% | Reduced |
| Charter Oak Capital Management, LLC | 6,071 | $287.3K | 0.02% | −308−4.8% | Reduced |
| Marks Group Wealth Management, Inc | 6,088 | $288.1K | 0.03% | −804−11.7% | Reduced |
| Avalon Trust Co | 6,098 | $288.6K | 0.02% | −526−7.9% | Reduced |
| CenterStar Asset Management, LLC | 6,101 | $288.6K | 0.36% | +6,101 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,100 | $288.7K | 0.01% | +6,100 | New |
| Board of the Pension Protection Fund | 6,100 | $288.7K | 0.31% | +6,100 | New |
| Southern Capital Advisors, LLC | 6,101 | $288.7K | 0.15% | +6+0.1% | Added |
| MEMBERS Trust Co | 6,111 | $289.2K | 0.01% | +1,292+26.8% | Added |
| Moseley Investment Management Inc | 6,121 | $289.6K | 0.10% | +6+0.1% | Added |
| Granite Investment Partners, LLC | 6,125 | $289.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,125 | $289.8K | 0.09% | 00.0% | Unchanged |
| First National Bank | 6,137 | $290.4K | 0.17% | +38+0.6% | Added |
| Powell Investment Advisors, LLC | 6,138 | $290.4K | 0.11% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 6,143 | $290.7K | 0.15% | −440−6.7% | Reduced |
| Royal Capital Wealth Management, LLC | 6,145 | $290.8K | 0.19% | +7+0.1% | Added |
| Lincoln Capital LLC | 6,161 | $291.2K | 0.06% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 6,155 | $291.3K | 0.04% | −1,462−19.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,164 | $291.7K | 0.07% | +6,164 | New |
| Topsail Wealth Management, LLC | 6,171 | $292.0K | 0.05% | −1,001−14.0% | Reduced |
| Guerra Pan Advisors, LLC | 6,177 | $292.3K | 0.19% | −1,224−16.5% | Reduced |
| Elgethun Capital Management | 6,182 | $292.5K | 0.06% | +635+11.4% | Added |
| Capital Advantage, Inc. | 6,184 | $292.6K | 0.05% | +146+2.4% | Added |
| AXS Investments LLC | 6,207 | $293.7K | 0.12% | −1,254−16.8% | Reduced |
| Luts & Greenleigh Group, Inc | 6,223 | $294.5K | 0.28% | +351+6.0% | Added |
| Professional Advisory Services Inc | 6,242 | $295.0K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 6,137 | $295.5K | 0.12% | −3,420−35.8% | Reduced |
| TL Private Wealth | 6,076 | $295.7K | 0.12% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,255 | $296.0K | 0.11% | −134−2.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 6,258 | $296.1K | 0.08% | −1,640−20.8% | Reduced |
| Correct Capital Wealth Management | 6,268 | $296.6K | 0.06% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 6,279 | $297.1K | 0.11% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 6,286 | $297.5K | 0.03% | −25,517−80.2% | Reduced |
| Plan A Wealth LLC | 6,290 | $297.7K | 0.17% | −30.0% | Reduced |
| EFG Asset Management (Americas) Corp. | 6,291 | $297.7K | 0.05% | +1,283+25.6% | Added |
| MPS Loria Financial Planners, LLC | 6,301 | $298.1K | 0.09% | +27+0.4% | Added |
| Legacy Edge Advisors, LLC | 6,304 | $298.3K | 0.04% | 00.0% | Unchanged |
| Family Management Corp | 6,319 | $299.0K | 0.05% | +6,319 | New |
| Dominguez Wealth Management Solutions, Inc. | 6,335 | $299.8K | 0.21% | +100+1.6% | Added |
| Revisor Wealth Management LLC | 6,403 | $300.7K | 0.11% | +6,403 | New |
| Strategic Financial Concepts, LLC | 6,367 | $301.3K | 0.04% | +6,367 | New |
| Wells Trecaso Financial Group, LLC | 6,387 | $302.2K | 0.09% | +5+0.1% | Added |
| Miramar Capital, LLC | 6,388 | $302.3K | 0.07% | −830−11.5% | Reduced |
| Diametric Capital, LP | 6,388 | $302.3K | 0.16% | +6,388 | New |
| Rainier Family Wealth Inc | 6,396 | $302.7K | 0.30% | +239+3.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,400 | $302.8K | 0.17% | +6,400 | New |
| Fortress Financial Group, LLC | 6,408 | $303.2K | 0.26% | +223+3.6% | Added |
| Morling Financial Advisors, LLC | 6,414 | $303.5K | 0.10% | −1,407−18.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 6,420 | $303.8K | 0.14% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6,422 | $303.9K | 0.08% | +213+3.4% | Added |
| 1858 Wealth Management, LLC | 6,426 | $304.1K | 0.22% | +289+4.7% | Added |