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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 7,200 | $340.7K | 0.06% | +7,200 | New |
| Sentry LLC | 7,231 | $342.2K | 0.07% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 7,237 | $342.5K | 0.04% | +745+11.5% | Added |
| NorthStar Asset Management LLC | 7,244 | $342.8K | 0.18% | +405+5.9% | Added |
| Fielder Capital Group LLC | 7,249 | $343.0K | 0.09% | −466−6.0% | Reduced |
| Cardinal Capital Management, Inc. | 7,265 | $343.8K | 0.01% | −155−2.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 7,281 | $344.5K | 0.17% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,301 | $345.5K | 0.10% | −4,130−36.1% | Reduced |
| Pettee Investors, Inc. | 7,321 | $346.4K | 0.21% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 7,324 | $346.6K | 0.21% | −125−1.7% | Reduced |
| Hummer Financial Advisory Services Inc | 7,347 | $347.7K | 0.26% | −75−1.0% | Reduced |
| Financial Perspectives, Inc | 7,349 | $347.8K | 0.11% | +13+0.2% | Added |
| BostonPremier Wealth LLC | 7,356 | $348.1K | 0.19% | +14+0.2% | Added |
| Fairscale Capital, LLC | 7,369 | $348.3K | 0.25% | +1,174+19.0% | Added |
| Consolidated Planning Corp | 7,381 | $349.3K | 0.04% | −162−2.1% | Reduced |
| Heartwood Wealth Advisors LLC | 7,389 | $349.6K | 0.04% | +733+11.0% | Added |
| Argentarii, LLC | 7,392 | $349.8K | 0.16% | −4,267−36.6% | Reduced |
| UMA Financial Services, Inc. | 7,414 | $350.8K | 0.06% | +448+6.4% | Added |
| Alpha Financial Advisors, LLC | 7,417 | $351.0K | 0.14% | +73+1.0% | Added |
| Avenue 1 Advisors, LLC | 7,418 | $351.0K | 0.12% | −993−11.8% | Reduced |
| Payne Capital Management, LLC | 7,425 | $351.4K | 0.14% | −240−3.1% | Reduced |
| Trifecta Capital Advisors, LLC | 7,429 | $351.5K | 0.06% | +7,151+2,572.3% | Added |
| Ameliora Wealth Management Ltd. | 7,457 | $352.9K | 0.13% | −435−5.5% | Reduced |
| Weaver Consulting Group | 7,463 | $353.1K | 0.10% | +23+0.3% | Added |
| City Center Advisors, LLC | 7,475 | $353.7K | 0.38% | −3,689−33.0% | Reduced |
| Ewing Morris & Co. Investment Partners Ltd. | 7,479 | $353.9K | 0.16% | −19,400−72.2% | Reduced |
| Sterling Investment Counsel, LLC | 7,490 | $354.4K | 0.21% | −473−5.9% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $355.0K | 0.01% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 7,507 | $355.2K | 0.13% | −100−1.3% | Reduced |
| Meridian Wealth Advisors, LLC | 7,508 | $355.3K | 0.06% | +12+0.2% | Added |
| Frederick Financial Consultants, LLC | 7,514 | $355.5K | 0.22% | +1,148+18.0% | Added |
| Capital Advisors, Ltd. LLC | 7,524 | $356.0K | 0.04% | −192−2.5% | Reduced |
| TSFG, LLC | 7,532 | $356.0K | 0.06% | +30.0% | Added |
| Middleton & Co Inc | 7,524 | $356.0K | 0.04% | −250−3.2% | Reduced |
| West Wealth Group, LLC | 7,844 | $356.3K | 0.09% | +1,333+20.5% | Added |
| Sharper & Granite LLC | 7,320 | $356.6K | 0.14% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 7,536 | $356.6K | 0.15% | +10.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 7,551 | $356.9K | 0.23% | +392+5.5% | Added |
| Lodestar Private Asset Management LLC | 7,550 | $357.3K | 0.04% | −156−2.0% | Reduced |
| Bellevue Asset Management, LLC | 7,575 | $358.5K | 0.17% | +4+0.1% | Added |
| Hickory Asset Management, Inc. | 7,578 | $358.6K | 0.30% | +39+0.5% | Added |
| Archford Capital Strategies, LLC | 7,580 | $358.7K | 0.05% | +1,134+17.6% | Added |
| Hills Bank & Trust Co | 7,594 | $359.3K | 0.02% | −537−6.6% | Reduced |
| Kozak & Associates, Inc. | 7,676 | $359.5K | 0.07% | +42+0.6% | Added |
| Kelly Financial Group LLC | 7,607 | $360.0K | 0.10% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,614 | $360.3K | 0.01% | −84,616−91.7% | Reduced |
| CFM Wealth Partners LLC | 7,628 | $361.0K | 0.06% | 00.0% | Unchanged |
| waypoint wealth counsel | 7,632 | $361.2K | 0.18% | −143−1.8% | Reduced |
| Duncan Williams Asset Management, LLC | 7,672 | $363.0K | 0.11% | +30.0% | Added |
| Hardy Reed LLC | 7,712 | $364.9K | 0.03% | −308−3.8% | Reduced |
| SNS Financial Group, LLC | 7,723 | $365.4K | 0.03% | −6−0.1% | Reduced |
| ELCO Management Co., LLC | 7,727 | $365.6K | 0.19% | +7,727 | New |
| Northwest Quadrant Wealth Management, LLC | 7,751 | $366.8K | 0.08% | +20+0.3% | Added |
| Websterrogers Financial Advisors, LLC | 7,778 | $368.1K | 0.12% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 7,778 | $368.1K | 0.04% | +107+1.4% | Added |
| CoreFirst Bank & Trust | 7,798 | $369.0K | 0.21% | 00.0% | Unchanged |
| DDFG, Inc | 7,800 | $369.1K | 0.09% | −382−4.7% | Reduced |
| CLG LLC | 7,808 | $369.5K | 0.12% | +9+0.1% | Added |
| Summit Financial Strategies, Inc. | 7,811 | $369.6K | 0.03% | +35+0.5% | Added |
| Bravias Capital Group, LLC | 7,811 | $369.6K | 0.27% | +7,811 | New |
| Meridian Wealth Partners, LLC | 7,825 | $370.3K | 0.05% | −90−1.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 7,830 | $370.5K | 0.10% | +830+11.9% | Added |
| Campbell Deegan Wealth Management, LLC | 7,836 | $370.8K | 0.37% | −4,444−36.2% | Reduced |
| Indiana Trust & Investment Management CO | 7,836 | $370.8K | 0.12% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,850 | $371.5K | 0.19% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,865 | $372.0K | 0.06% | +1,010+14.7% | Added |
| Garrett Investment Advisors LLC | 7,865 | $372.2K | 0.03% | −1,752−18.2% | Reduced |
| WealthBridge Capital Management, LLC | 7,866 | $372.2K | 0.09% | +11+0.1% | Added |
| Lavaca Capital LLC | 7,874 | $372.6K | 0.15% | +2,300+41.3% | Added |
| Blalock Williams, LLC | 7,902 | $373.9K | 0.37% | +2,508+46.5% | Added |
| Tobam | 7,897 | $374.0K | 0.15% | +575+7.9% | Added |
| American Trust | 7,939 | $375.7K | 0.04% | +3,099+64.0% | Added |
| Veracity Capital LLC | 7,948 | $376.1K | 0.13% | −1,686−17.5% | Reduced |
| Chung Wu Investment Group, LLC | 7,950 | $376.2K | 0.39% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 7,964 | $376.9K | 0.11% | +260+3.4% | Added |
| SGL Investment Advisors, Inc. | 7,995 | $377.0K | 0.18% | +807+11.2% | Added |
| HC Advisors, LLC | 7,972 | $377.2K | 0.27% | −1,707−17.6% | Reduced |
| Community Trust & Investment Co | 7,975 | $377.4K | 0.02% | +265+3.4% | Added |
| Heck Capital Advisors, LLC | 7,980 | $377.6K | 0.03% | +7,980 | New |
| Bordeaux Wealth Advisors LLC | 7,994 | $378.3K | 0.05% | −681−7.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 7,998 | $378.5K | 0.11% | −281−3.4% | Reduced |
| Wellington Shields Capital Management, LLC | 8,011 | $379.1K | 0.06% | −67−0.8% | Reduced |
| AA Financial Advisors, LLC | 8,020 | $379.5K | 0.08% | +8,020 | New |
| Sanders Morris Harris LLC | 8,023 | $379.6K | 0.09% | 00.0% | Unchanged |
| United Bank | 8,026 | $379.8K | 0.05% | −92−1.1% | Reduced |
| Cache Advisors, LLC | 8,036 | $380.3K | 0.10% | 00.0% | Unchanged |
| BBR Partners, LLC | 8,048 | $380.8K | 0.02% | −54−0.7% | Reduced |
| Blue Barn Wealth, LLC | 8,053 | $381.1K | 0.18% | +437+5.7% | Added |
| Financial Advisors, LLC | 8,061 | $381.4K | 0.07% | 00.0% | Unchanged |
| Rice Partnership, LLC | 8,064 | $381.6K | 0.07% | −214−2.6% | Reduced |
| Encompass More Asset Management | 8,066 | $381.7K | 0.09% | −681−7.8% | Reduced |
| Sendero Wealth Management, LLC | 8,076 | $382.2K | 0.05% | −1,036−11.4% | Reduced |
| SC&H Financial Advisors, Inc. | 8,077 | $382.2K | 0.07% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 7,954 | $383.0K | 0.05% | +112+1.4% | Added |
| Lockerman Financial Group, Inc. | 8,116 | $384.1K | 0.52% | +42+0.5% | Added |
| Ewa, LLC | 8,129 | $384.6K | 0.12% | +1,440+21.5% | Added |
| Principal Street Partners, LLC | 8,132 | $384.8K | 0.04% | +8,132 | New |
| Balboa Wealth Partners | 8,133 | $384.9K | 0.08% | +8,133 | New |
| Maltin Wealth Management, Inc. | 8,183 | $387.2K | 0.17% | +812+11.0% | Added |
| Maxele Advisors, LLC | 8,192 | $387.6K | 0.34% | −265−3.1% | Reduced |