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 |
|---|---|---|---|---|---|
| Wealthstream Advisors, Inc. | 8,194 | $387.8K | 0.06% | +8,194 | New |
| Arbor Investment Advisors, LLC | 8,226 | $389.3K | 0.05% | +5+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 8,140 | $391.9K | 0.23% | +849+11.6% | Added |
| J. W. Coons Advisors, LLC | 8,286 | $392.1K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 8,287 | $392.1K | 0.09% | −179−2.1% | Reduced |
| Old North State Wealth Management, LLC | 8,286 | $392.2K | 0.20% | +45+0.5% | Added |
| Sequent Planning LLC | 8,292 | $392.4K | 0.12% | +124+1.5% | Added |
| May Hill Capital, LLC | 8,297 | $392.6K | 0.13% | +323+4.1% | Added |
| Howard Financial Services, Ltd. | 8,303 | $392.9K | 0.05% | +617+8.0% | Added |
| Walkner Condon Financial Advisors LLC | 8,320 | $393.7K | 0.07% | +979+13.3% | Added |
| Westshore Wealth, LLC | 8,336 | $394.5K | 0.15% | −123−1.5% | Reduced |
| Successful Portfolios LLC | 8,340 | $394.7K | 0.24% | −20−0.2% | Reduced |
| Fortis Capital Advisors, LLC | 8,344 | $394.8K | 0.07% | −850−9.2% | Reduced |
| Investment Advisory Group, LLC | 8,345 | $394.9K | 0.12% | +541+6.9% | Added |
| Financial & Tax Architects, LLC | 8,357 | $395.4K | 0.10% | +135+1.6% | Added |
| Stablepoint Partners, LLC | 8,370 | $396.1K | 0.07% | −750−8.2% | Reduced |
| Wealthcare Capital Partners, LLC | 8,373 | $396.2K | 0.20% | +714+9.3% | Added |
| Quantum Financial Advisors, LLC | 8,384 | $396.7K | 0.05% | +67+0.8% | Added |
| Medallion Wealth Advisors, LLC | 8,257 | $397.2K | 0.15% | +431+5.5% | Added |
| Atlas Private Wealth Advisors | 8,396 | $397.3K | 0.05% | −324−3.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 8,401 | $397.5K | 0.31% | −706−7.8% | Reduced |
| Traveka Wealth, LLC | 8,404 | $397.7K | 0.21% | −3,851−31.4% | Reduced |
| SFMG, LLC | 8,413 | $398.1K | 0.03% | −2,305−21.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,430 | $398.9K | 0.04% | −535−6.0% | Reduced |
| Ameriflex Group, Inc. | 8,462 | $401.6K | 0.21% | −1,145−11.9% | Reduced |
| Nadler Financial Group, Inc. | 8,525 | $403.4K | 0.04% | +10.0% | Added |
| Beacon Financial Advisory LLC | 8,552 | $404.7K | 0.10% | +988+13.1% | Added |
| Hengehold Capital Management LLC | 8,558 | $405.0K | 0.04% | +584+7.3% | Added |
| Ballast, Inc. | 8,562 | $405.2K | 0.11% | −32,222−79.0% | Reduced |
| Segment Wealth Management, LLC | 8,563 | $405.2K | 0.03% | +173+2.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,584 | $406.3K | 0.05% | −802−8.5% | Reduced |
| Romano Brothers and Company | 8,599 | $406.9K | 0.05% | −909−9.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 8,600 | $407.0K | 0.36% | +2,600+43.3% | Added |
| Marshall Financial Group Inc | 8,611 | $407.5K | 0.12% | +45+0.5% | Added |
| Clarity Capital Partners LLC | 8,615 | $407.7K | 0.15% | −60−0.7% | Reduced |
| Francis Financial, Inc. | 8,623 | $408.0K | 0.09% | +685+8.6% | Added |
| Consilio Wealth Advisors, LLC | 8,670 | $408.5K | 0.15% | −135−1.5% | Reduced |
| Perennial Advisors, LLC | 8,637 | $408.7K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,646 | $409.1K | 0.27% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 8,662 | $409.9K | 0.29% | −240−2.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 8,676 | $410.5K | 0.21% | −151−1.7% | Reduced |
| FMB Wealth Management | 8,694 | $411.4K | 0.20% | +10.0% | Added |
| Vicus Capital | 8,706 | $412.0K | 0.03% | +28+0.3% | Added |
| CVA Family Office, LLC | 8,707 | $412.0K | 0.06% | −225−2.5% | Reduced |
| Elevated Capital Advisors, LLC | 9,874 | $412.0K | 0.12% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 8,717 | $412.5K | 0.30% | −447−4.9% | Reduced |
| Brio Consultants, LLC | 8,728 | $413.0K | 0.06% | +396+4.8% | Added |
| Promethium Advisors,llc | 8,745 | $413.8K | 0.25% | −1,095−11.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,763 | $414.7K | 0.12% | +1,261+16.8% | Added |
| Carrera Capital Advisors | 8,776 | $415.3K | 0.08% | −986−10.1% | Reduced |
| Southland Equity Partners LLC | 8,784 | $415.7K | 0.09% | −24−0.3% | Reduced |
| BlueChip Wealth Advisors LLC | 8,803 | $416.6K | 0.19% | +414+4.9% | Added |
| Vista Capital Partners, Inc. | 8,812 | $417.0K | 0.05% | +58+0.7% | Added |
| Vivaldi Capital Management, LLC | 8,819 | $417.3K | 0.06% | +355+4.2% | Added |
| New World Advisors LLC | 8,822 | $417.5K | 0.09% | −697−7.3% | Reduced |
| Rydar Equities, Inc. | 8,826 | $417.7K | 0.33% | +8,826 | New |
| Jackson Hole Capital Partners, LLC | 8,837 | $418.2K | 0.08% | +10.0% | Added |
| Laffer Tengler Investments | 8,841 | $418.4K | 0.07% | +8,841 | New |
| Integrity Wealth Advisors, Inc. | 8,851 | $418.9K | 0.29% | +961+12.2% | Added |
| Alpha Family Trust | 8,860 | $419.3K | 0.21% | +8,860 | New |
| Rosenberg Matthew Hamilton | 8,873 | $419.9K | 0.10% | −867−8.9% | Reduced |
| Round Hill Asset Management | 8,874 | $419.9K | 0.28% | −226−2.5% | Reduced |
| First Bank & Trust | 8,887 | $420.5K | 0.07% | +1,029+13.1% | Added |
| London Co of Virginia | 8,898 | $421.1K | 0.00% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 8,900 | $421.1K | 0.08% | +1,767+24.8% | Added |
| Holistic Financial Partners | 8,927 | $422.4K | 0.18% | +8,927 | New |
| Inspirion Wealth Advisors, LLC | 8,928 | $422.5K | 0.06% | −11,012−55.2% | Reduced |
| Franklin Street Advisors Inc | 8,935 | $423.0K | 0.03% | −2,040−18.6% | Reduced |
| Private Capital Management, LLC | 8,953 | $423.6K | 0.04% | +10.0% | Added |
| Sutton Place Investors LLC | 8,970 | $424.5K | 0.26% | +499+5.9% | Added |
| Evergreen Wealth Solutions, LLC | 8,986 | $425.2K | 0.26% | +5+0.1% | Added |
| Townsend & Associates, Inc | 8,778 | $425.3K | 0.04% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 8,997 | $425.7K | 0.13% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 8,999 | $425.8K | 0.13% | −7−0.1% | Reduced |
| Jag Capital Management, LLC | 9,006 | $426.2K | 0.05% | +1,021+12.8% | Added |
| Poinciana Advisors Group, LLC | 9,006 | $426.2K | 0.38% | +118+1.3% | Added |
| Lebenthal Global Advisors, LLC | 9,037 | $427.6K | 0.08% | +690+8.3% | Added |
| Ssi Investment Management LLC | 9,049 | $428.2K | 0.03% | −7,555−45.5% | Reduced |
| Hyperion Capital Advisors LP | 9,081 | $429.7K | 0.27% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 9,093 | $430.3K | 0.17% | +10.0% | Added |
| Greystone Financial Group, LLC | 9,099 | $430.6K | 0.07% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 9,105 | $430.9K | 0.21% | +20.0% | Added |
| OneAscent Family Office, LLC | 9,109 | $431.0K | 0.41% | −9,059−49.9% | Reduced |
| TCFG Wealth Management, LLC | 9,133 | $432.2K | 0.20% | −341−3.6% | Reduced |
| New England Professional Planning Group Inc. | 9,139 | $432.5K | 0.20% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 9,172 | $434.0K | 0.06% | +2,497+37.4% | Added |
| Mayfair Advisory Group, LLC | 9,434 | $434.1K | 0.20% | −3,818−28.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 9,174 | $434.1K | 0.10% | +420+4.8% | Added |
| Strive Asset Management, LLC | 9,181 | $434.4K | 0.26% | −4,998−35.2% | Reduced |
| Evermay Wealth Management LLC | 9,181 | $434.4K | 0.05% | +471+5.4% | Added |
| First American Trust, FSB | 9,207 | $435.7K | 0.03% | +2,274+32.8% | Added |
| Centerpoint Advisory Group | 9,208 | $435.7K | 0.38% | +636+7.4% | Added |
| Black Swift Group, LLC | 9,250 | $437.7K | 0.09% | −290−3.0% | Reduced |
| GSB Wealth Management, LLC | 9,253 | $437.9K | 0.11% | +351+3.9% | Added |
| Axis Wealth Partners, LLC | 9,260 | $438.2K | 0.29% | +809+9.6% | Added |
| Lincoln Capital Corp | 9,265 | $438.4K | 0.17% | −967−9.5% | Reduced |
| Coyle Financial Counsel LLC | 9,267 | $438.5K | 0.12% | +53+0.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,275 | $438.9K | 0.20% | −231−2.4% | Reduced |
| Alhambra Investment Partners LLC | 9,281 | $439.2K | 0.22% | +873+10.4% | Added |
| Raleigh Capital Management Inc. | 9,286 | $439.4K | 0.18% | −667−6.7% | Reduced |