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
- 3,321
- +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
- 1,313 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 84,582 | $4.00M | 0.27% | +2,909+3.6% | Added |
| Lakewood Asset Management LLC | 84,567 | $4.00M | 2.67% | −926−1.1% | Reduced |
| Close Asset Management Ltd | 84,584 | $4.00M | 0.12% | +66,939+379.4% | Added |
| Sargent Investment Group, LLC | 88,040 | $4.00M | 0.54% | +4,365+5.2% | Added |
| Cumberland Partners Ltd | 84,435 | $4.00M | 0.28% | +27,950+49.5% | Added |
| Marietta Investment Partners LLC | 84,270 | $3.99M | 0.87% | −628−0.7% | Reduced |
| Mount Vernon Associates Inc | 84,169 | $3.98M | 2.88% | −50−0.1% | Reduced |
| Check Capital Management Inc | 84,065 | $3.98M | 0.26% | −6,848−7.5% | Reduced |
| Lodestone Wealth Management LLC | 84,008 | $3.98M | 1.94% | +25,571+43.8% | Added |
| Chemistry Wealth Management LLC | 83,980 | $3.97M | 0.85% | −6,079−6.8% | Reduced |
| Delta Capital Management LLC | 83,610 | $3.96M | 2.21% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 83,591 | $3.96M | 0.94% | −1,467−1.7% | Reduced |
| Beaumont Financial Advisors, LLC | 83,528 | $3.95M | 0.29% | +892+1.1% | Added |
| ProVise Management Group, LLC | 83,523 | $3.95M | 0.31% | +65+0.1% | Added |
| Private Management Group Inc | 83,450 | $3.95M | 0.13% | +70,644+551.6% | Added |
| Kornitzer Capital Management Inc | 83,368 | $3.94M | 0.08% | −600−0.7% | Reduced |
| Cordatus Wealth Management LLC | 83,288 | $3.94M | 0.97% | −213−0.3% | Reduced |
| Patten & Patten Inc | 83,136 | $3.93M | 0.25% | −4,180−4.8% | Reduced |
| SageView Advisory Group, LLC | 81,566 | $3.93M | 0.15% | +5,380+7.1% | Added |
| Beacon Investment Advisors LLC | 83,481 | $3.93M | 1.70% | −464−0.6% | Reduced |
| Change Path, LLC | 83,039 | $3.93M | 0.10% | +626+0.8% | Added |
| Ami Investment Management Inc | 82,165 | $3.89M | 1.00% | −1,327−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 82,129 | $3.89M | 1.06% | −700−0.8% | Reduced |
| RNC Capital Management LLC | 81,975 | $3.88M | 0.19% | −640−0.8% | Reduced |
| apricus wealth, LLC | 81,790 | $3.87M | 2.25% | −5,390−6.2% | Reduced |
| South Dakota Investment Council | 81,794 | $3.87M | 0.07% | −114,008−58.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 81,758 | $3.87M | 0.42% | −7,385−8.3% | Reduced |
| American Assets Inc | 87,500 | $3.86M | 1.34% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 81,488 | $3.86M | 1.88% | −938−1.1% | Reduced |
| Heritage Trust Co | 81,371 | $3.85M | 0.44% | −1,531−1.8% | Reduced |
| SeaBridge Investment Advisors LLC | 81,059 | $3.84M | 0.71% | −205−0.3% | Reduced |
| Naviter Wealth, LLC | 80,957 | $3.83M | 0.47% | +1,429+1.8% | Added |
| Alteri Wealth LLC | 80,947 | $3.83M | 1.49% | +411+0.5% | Added |
| Advisors Capital Management, LLC | 80,480 | $3.81M | 0.05% | +9,114+12.8% | Added |
| SevenBridge Financial Group, LLC | 79,912 | $3.80M | 0.67% | −18,056−18.4% | Reduced |
| Coastal Bridge Advisors, LLC | 79,875 | $3.78M | 0.31% | +136+0.2% | Added |
| Syon Capital LLC | 79,723 | $3.77M | 0.25% | +15,948+25.0% | Added |
| Anchor Investment Management, LLC | 79,720 | $3.77M | 0.33% | −1,660−2.0% | Reduced |
| Culbertson A N & Co Inc | 79,552 | $3.76M | 0.58% | −3,250−3.9% | Reduced |
| Parcion Private Wealth LLC | 79,480 | $3.76M | 0.27% | +1,032+1.3% | Added |
| Peddock Capital Advisors, LLC | 79,382 | $3.76M | 0.87% | −94−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 79,300 | $3.75M | 0.42% | −517−0.6% | Reduced |
| WCG Wealth Advisors LLC | 79,105 | $3.74M | 0.24% | −16,384−17.2% | Reduced |
| Convergence Investment Partners, LLC | 79,083 | $3.74M | 0.95% | −4,550−5.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 78,984 | $3.74M | 0.04% | −1,847−2.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 78,819 | $3.73M | 0.29% | −990−1.2% | Reduced |
| Harbour Capital Advisors, LLC | 76,472 | $3.72M | 0.78% | +125+0.2% | Added |
| Nippon Life Global Investors Americas, Inc. | 77,820 | $3.68M | 0.16% | −6,170−7.3% | Reduced |
| Processus Wealth & Capital Management, LLC | 77,485 | $3.67M | 2.90% | +210.0% | Added |
| Davis Investment Partners, LLC | 76,026 | $3.66M | 1.31% | −304−0.4% | Reduced |
| SG Americas Securities, LLC | 77,064 | $3.65M | 0.02% | −31,519−29.0% | Reduced |
| Grove Bank & Trust | 76,931 | $3.64M | 0.45% | −7,640−9.0% | Reduced |
| Trust Asset Management LLC | 76,883 | $3.64M | 0.27% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 76,674 | $3.63M | 1.10% | −2,196−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 76,632 | $3.63M | 0.04% | +7,613+11.0% | Added |
| Rockland Trust Co | 76,602 | $3.62M | 0.18% | −1,855−2.4% | Reduced |
| Cidel Asset Management Inc | 76,470 | $3.62M | 0.22% | −5,472−6.7% | Reduced |
| Clarius Group, LLC | 76,445 | $3.62M | 0.21% | −5,270−6.4% | Reduced |
| Umpqua Bank | 76,662 | $3.61M | 1.10% | −1,697−2.2% | Reduced |
| Sirios Capital Management L P | 76,346 | $3.61M | 0.52% | +18,503+32.0% | Added |
| Hilton Capital Management, LLC | 76,227 | $3.61M | 0.29% | +76,227 | New |
| Ironvine Capital Partners, LLC | 76,179 | $3.60M | 0.37% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 76,102 | $3.60M | 0.05% | −198,301−72.3% | Reduced |
| Checchi Capital Advisers, LLC | 76,039 | $3.60M | 0.25% | −1,050−1.4% | Reduced |
| Profund Advisors LLC | 75,847 | $3.59M | 0.13% | −17,575−18.8% | Reduced |
| Private Trust Co NA | 75,494 | $3.57M | 0.34% | +647+0.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 75,000 | $3.55M | 0.33% | +75,000 | New |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.50M | 0.99% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 73,925 | $3.50M | 0.86% | −46,500−38.6% | Reduced |
| Park National Corp | 73,706 | $3.49M | 0.12% | +253+0.3% | Added |
| Tower Bridge Advisors | 73,518 | $3.48M | 0.37% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 73,346 | $3.47M | 0.17% | −15,617−17.6% | Reduced |
| Tyler-Stone Wealth Management | 73,285 | $3.47M | 0.56% | +6,688+10.0% | Added |
| Strategic Planning Group, LLC | 72,802 | $3.45M | 0.56% | +67,280+1,218.4% | Added |
| Slagle Financial, LLC | 72,379 | $3.42M | 1.38% | +2,588+3.7% | Added |
| Holderness Investments Co | 72,322 | $3.42M | 0.74% | −267−0.4% | Reduced |
| Guardian Investment Management | 72,268 | $3.42M | 3.54% | +1,000+1.4% | Added |
| Berkshire Bank | 72,268 | $3.42M | 0.78% | −924−1.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 72,101 | $3.41M | 0.25% | −2,653−3.5% | Reduced |
| Charter Research & Investment Group, Inc. | 71,884 | $3.40M | 2.54% | −2,200−3.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 71,621 | $3.39M | 0.09% | +9,580+15.4% | Added |
| First Business Financial Services, Inc. | 71,543 | $3.39M | 0.31% | +5,578+8.5% | Added |
| Wealth Alliance Advisory Group, LLC | 71,456 | $3.38M | 0.64% | −3,529−4.7% | Reduced |
| Klingenstein Fields & Co LP | 71,419 | $3.38M | 0.13% | −11,236−13.6% | Reduced |
| Old West Investment Management, LLC | 71,334 | $3.38M | 1.11% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 71,237 | $3.37M | 1.90% | +71,237 | New |
| Nwam LLC | 71,227 | $3.37M | 0.20% | −371−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 71,107 | $3.36M | 0.23% | +377+0.5% | Added |
| Main Street Financial Solutions, LLC | 71,005 | $3.36M | 0.24% | −2,384−3.2% | Reduced |
| Globeflex Capital L P | 70,765 | $3.35M | 0.28% | +70,765 | New |
| Evoke Wealth, LLC | 70,727 | $3.35M | 0.08% | +3,154+4.7% | Added |
| Smartleaf Asset Management LLC | 70,601 | $3.33M | 0.29% | −3,955−5.3% | Reduced |
| Tritonpoint Wealth, LLC | 70,290 | $3.33M | 0.31% | −860−1.2% | Reduced |
| Annex Advisory Services, LLC | 70,265 | $3.32M | 0.08% | −1,353−1.9% | Reduced |
| RMB Capital Management, LLC | 69,880 | $3.31M | 0.06% | +55,463+384.7% | Added |
| Sterling Capital Management LLC | 69,818 | $3.30M | 0.05% | +27,971+66.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 69,786 | $3.30M | 0.27% | −1,431−2.0% | Reduced |
| Hixon Zuercher, LLC | 69,647 | $3.30M | 1.06% | +1,176+1.7% | Added |
| Qsemble Capital Management, LP | 69,606 | $3.29M | 0.32% | +26,692+62.2% | Added |
| Catherine Avery Investment Management LLC | 69,363 | $3.28M | 2.49% | +60,956+725.1% | Added |