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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 6,443 | $304.9K | 0.01% | −1,000−13.4% | Reduced |
| WMG Financial Advisors, LLC | 6,463 | $305.8K | 0.11% | +86+1.3% | Added |
| Citrine Capital LLC | 6,466 | $305.9K | 0.16% | −788−10.9% | Reduced |
| Madrona Financial Services, LLC | 6,467 | $306.0K | 0.07% | +822+14.6% | Added |
| Tranquilli Financial Advisor LLC | 6,473 | $306.3K | 0.19% | −103−1.6% | Reduced |
| Sunbeam Capital Management, LLC | 6,476 | $306.4K | 0.23% | +439+7.3% | Added |
| Private Wealth Management Group, LLC | 6,484 | $306.8K | 0.10% | −17−0.3% | Reduced |
| Oxinas Partners Wealth Management LLC | 6,509 | $308.0K | 0.16% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 6,516 | $308.3K | 0.15% | −3,208−33.0% | Reduced |
| Waverton Investment Management Ltd | 6,532 | $308.8K | 0.00% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 6,527 | $308.8K | 0.12% | +665+11.3% | Added |
| GW&K Investment Management, LLC | 6,521 | $309.0K | 0.00% | +1,401+27.4% | Added |
| Lynx Investment Advisory | 6,531 | $309.1K | 0.20% | +42+0.6% | Added |
| Asset Advisors Investment Management, LLC | 6,532 | $309.1K | 0.03% | −20.0% | Reduced |
| Fred Alger Management, LLC | 6,538 | $309.4K | 0.00% | −88,084−93.1% | Reduced |
| Bangor Savings Bank | 6,548 | $309.9K | 0.03% | −341−4.9% | Reduced |
| Scott Capital Advisors, LLC | 6,617 | $309.9K | 0.08% | +1,002+17.8% | Added |
| Hunter Associates Investment Management LLC | 6,589 | $311.0K | 0.05% | +51+0.8% | Added |
| Gerber, LLC | 6,575 | $311.1K | 0.22% | +70+1.1% | Added |
| Oak Hill Wealth Advisors, LLC | 6,622 | $312.2K | 0.06% | +300+4.7% | Added |
| Kagan Cocozza Asset Management | 6,606 | $312.6K | 0.24% | +76+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 6,611 | $312.9K | 0.03% | +10.0% | Added |
| Heritage Financial Services, LLC | 6,618 | $313.2K | 0.03% | −724−9.9% | Reduced |
| Northcape Wealth Management, LLC | 6,625 | $313.5K | 0.10% | −150−2.2% | Reduced |
| My Personal CFO, LLC | 6,638 | $314.1K | 0.14% | −176−2.6% | Reduced |
| Clarity Wealth Advisors, LLC | 6,665 | $315.4K | 0.08% | −836−11.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 6,677 | $316.0K | 0.06% | −1,794−21.2% | Reduced |
| Andina Capital Management, LLC | 6,686 | $316.4K | 0.22% | +204+3.1% | Added |
| Verus Capital Partners, LLC | 6,697 | $316.9K | 0.03% | −5,201−43.7% | Reduced |
| Prossimo Advisors, LLC | 6,707 | $317.0K | 0.25% | −2,249−25.1% | Reduced |
| Cravens & Co Advisors, LLC | 6,700 | $317.0K | 0.24% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,704 | $317.3K | 0.12% | +30+0.4% | Added |
| Willow Creek Wealth Management Inc. | 6,718 | $317.9K | 0.03% | −826−10.9% | Reduced |
| Northwest Wealth Management, LLC | 6,718 | $317.9K | 0.06% | −793−10.6% | Reduced |
| W Advisors, LLC | 6,723 | $318.1K | 0.18% | −336−4.8% | Reduced |
| Ackerman Capital Advisors, LLC | 6,726 | $318.3K | 0.07% | −94−1.4% | Reduced |
| Almanack Investment Partners, LLC. | 6,745 | $319.2K | 0.05% | +936+16.1% | Added |
| Nvest Financial, LLC | 6,762 | $320.0K | 0.17% | +5+0.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,775 | $320.6K | 0.16% | −1,100−14.0% | Reduced |
| Atala Financial Inc | 6,778 | $320.7K | 0.22% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,782 | $320.9K | 0.06% | +10+0.1% | Added |
| Fairview Capital Investment Management, LLC | 6,793 | $321.4K | 0.02% | −400−5.6% | Reduced |
| Invenio Wealth Partners LLC | 6,794 | $321.5K | 0.13% | +140+2.1% | Added |
| Byrne Asset Management LLC | – | $321.6K | 0.22% | – | – |
| Putney Financial Group LLC | 6,805 | $322.0K | 0.33% | 00.0% | Unchanged |
| TFB Advisors LLC | 6,822 | $322.8K | 0.08% | +129+1.9% | Added |
| Tompkins Financial Corp | 6,824 | $322.9K | 0.03% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 6,816 | $323.0K | 0.34% | +6,816 | New |
| Galvin, Gaustad & Stein, LLC | 6,828 | $323.1K | 0.03% | +200+3.0% | Added |
| Centennial Wealth Advisory LLC | 6,819 | $323.2K | 0.10% | +58+0.9% | Added |
| Tacita Capital Inc | 6,835 | $323.4K | 0.21% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 6,837 | $324.0K | 0.16% | −250−3.5% | Reduced |
| Cora Capital Advisors LLC | 6,852 | $324.2K | 0.14% | +901+15.1% | Added |
| Richardson Financial Services Inc. | 6,750 | $324.4K | 0.22% | −66−1.0% | Reduced |
| 17 Capital Partners, LLC | 6,857 | $324.5K | 0.19% | +1,590+30.2% | Added |
| Oak Harvest Investment Services | 6,866 | $324.9K | 0.04% | −98−1.4% | Reduced |
| Texas Capital Bancshares Inc | 6,870 | $325.1K | 0.12% | −27−0.4% | Reduced |
| Wolff Wiese Magana LLC | 6,880 | $325.6K | 0.20% | −30−0.4% | Reduced |
| Montz Harcus Wealth Management LLC | 6,882 | $325.7K | 0.16% | −77−1.1% | Reduced |
| Fairfield, Bush & Co. | 6,920 | $327.5K | 0.19% | +35+0.5% | Added |
| Crown Wealth Group, LLC | 6,920 | $327.5K | 0.12% | +840+13.8% | Added |
| Market Street Wealth Management Advisors LLC | 6,922 | $327.5K | 0.05% | +914+15.2% | Added |
| 44 Wealth Management LLC | 6,932 | $328.0K | 0.12% | +6,932 | New |
| AlphaStar Capital Management, LLC | 6,947 | $328.7K | 0.02% | +6,947 | New |
| Oxford Financial Group Ltd | 6,965 | $329.6K | 0.02% | −1,125−13.9% | Reduced |
| Burt Wealth Advisors | 6,967 | $329.7K | 0.08% | +10.0% | Added |
| Forefront Wealth Partners, LLC | 7,505 | $329.8K | 0.23% | −418−5.3% | Reduced |
| RKL Wealth Management LLC | 6,971 | $329.9K | 0.03% | −218−3.0% | Reduced |
| Carter Financial Group, INC. | 6,974 | $330.0K | 0.22% | +6,974 | New |
| Capital Investment Counsel, LLC | 6,983 | $330.4K | 0.05% | −244−3.4% | Reduced |
| Lee Johnson Capital Management, LLC | 6,985 | $330.5K | 0.11% | 00.0% | Unchanged |
| Centric Wealth Management | 7,197 | $331.1K | 0.08% | −69−0.9% | Reduced |
| Hirtle Callaghan & Co LLC | 7,005 | $331.5K | 0.01% | +7,005 | New |
| LeConte Wealth Management, LLC | 7,017 | $332.0K | 0.22% | +7,017 | New |
| Ellis Investment Partners, LLC | 7,035 | $332.9K | 0.06% | −183−2.5% | Reduced |
| Proactive Wealth Strategies LLC | 7,036 | $333.0K | 0.16% | +668+10.5% | Added |
| GWN Securities Inc. | 7,021 | $333.3K | 0.06% | −142,205−95.3% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 7,049 | $333.6K | 0.30% | +7,049 | New |
| Pacific Center for Financial Services | 7,067 | $334.4K | 0.09% | +20+0.3% | Added |
| AdviceOne Advisory Services, LLC | 7,092 | $335.6K | 0.25% | +198+2.9% | Added |
| Mill Creek Capital Advisors, LLC | 7,092 | $335.6K | 0.01% | −1,491−17.4% | Reduced |
| Paladin Advisory Group, LLC | 7,096 | $335.8K | 0.26% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 7,100 | $336.0K | 0.17% | −101−1.4% | Reduced |
| Sonata Capital Group Inc | 7,100 | $336.0K | 0.13% | −1,600−18.4% | Reduced |
| Rainey & Randall Investment Management Inc. | 7,107 | $336.3K | 0.06% | +14+0.2% | Added |
| Hoxton Planning & Management, LLC | 7,116 | $336.7K | 0.12% | +90+1.3% | Added |
| Strategy Asset Managers LLC | 7,116 | $336.7K | 0.06% | −217−3.0% | Reduced |
| Oxford Asset Management LLP | 7,118 | $336.8K | 0.11% | +7,118 | New |
| Kraematon Investment Advisors, Inc | 7,124 | $337.1K | 0.32% | +33+0.5% | Added |
| BridgePort Financial Solutions, LLC | 7,125 | $337.1K | 0.11% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,130 | $337.4K | 0.12% | −280−3.8% | Reduced |
| EdgeRock Capital LLC | 7,123 | $337.6K | 0.11% | +658+10.2% | Added |
| Beacon Capital Management, LLC | 7,141 | $337.9K | 0.05% | +257+3.7% | Added |
| Pinnacle Family Advisors, LLC | 7,171 | $338.3K | 0.16% | +7,171 | New |
| Pennsylvania Capital Management Inc | 7,153 | $338.5K | 0.11% | +117+1.7% | Added |
| Hobart Private Capital, LLC | 7,159 | $338.8K | 0.08% | +2,202+44.4% | Added |
| Mraz, Amerine & Associates, Inc. | 7,161 | $338.9K | 0.05% | +7,161 | New |
| Ariston Services Group | 7,167 | $339.1K | 0.24% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,178 | $339.7K | 0.24% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 7,186 | $340.0K | 0.24% | −1,090−13.2% | Reduced |