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 |
|---|---|---|---|---|---|
| Golden State Equity Partners | 68,967 | $3.26M | 0.60% | −60.0% | Reduced |
| True North Advisors, LLC | 68,867 | $3.26M | 0.62% | −14,296−17.2% | Reduced |
| Country Club Bank | 68,737 | $3.24M | 0.20% | −882−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 68,073 | $3.22M | 0.07% | +6,371+10.3% | Added |
| Cigna Investments Inc | 68,010 | $3.22M | 0.55% | +688+1.0% | Added |
| Arrow Financial Corp | 67,824 | $3.21M | 0.34% | +1,680+2.5% | Added |
| Van Den Berg Management I, Inc | 67,738 | $3.21M | 0.91% | +7,780+13.0% | Added |
| Modern Wealth Management, LLC | 67,620 | $3.20M | 0.08% | +5,637+9.1% | Added |
| Chemung Canal Trust Co | 67,529 | $3.20M | 0.67% | −26,473−28.2% | Reduced |
| SS&H Financial Advisors, Inc. | 67,508 | $3.19M | 1.07% | −1,025−1.5% | Reduced |
| Systematic Alpha Investments, LLC | 67,508 | $3.19M | 0.11% | 00.0% | Unchanged |
| Winton Group Ltd | 67,337 | $3.19M | 0.16% | +52,933+367.5% | Added |
| ZWJ Investment Counsel Inc | 67,335 | $3.19M | 0.12% | −202−0.3% | Reduced |
| Exeter Financial, LLC | 67,162 | $3.18M | 1.41% | +800+1.2% | Added |
| Cetera Trust Company, N.A | 66,993 | $3.17M | 1.89% | +125+0.2% | Added |
| Fiduciary Alliance LLC | 66,907 | $3.17M | 0.24% | +8,185+13.9% | Added |
| Baker Avenue Asset Management, LP | 66,793 | $3.16M | 0.09% | +2,671+4.2% | Added |
| Stonebridge Capital Advisors LLC | 66,535 | $3.15M | 0.24% | −4,311−6.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 66,352 | $3.14M | 0.07% | +6,318+10.5% | Added |
| Boston Private Wealth LLC | 66,196 | $3.13M | 0.17% | −36,253−35.4% | Reduced |
| Wedmont Private Capital | 66,386 | $3.11M | 0.13% | +1,419+2.2% | Added |
| Jump Financial, LLC | 65,677 | $3.11M | 0.04% | +18,227+38.4% | Added |
| Spahn Wealth & Retirement LLC | 65,675 | $3.11M | 2.00% | +65,675 | New |
| Brookmont Capital Management | 65,537 | $3.10M | 1.78% | −2,430−3.6% | Reduced |
| Skopos Labs, Inc. | 65,404 | $3.09M | 0.41% | +27,013+70.4% | Added |
| GM Advisory Group, Inc. | 65,384 | $3.09M | 0.15% | +28,875+79.1% | Added |
| NBT Bank N A | 65,147 | $3.08M | 0.21% | −1,960−2.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 65,142 | $3.08M | 1.00% | −621−0.9% | Reduced |
| Triangle Securities Wealth Management | 64,828 | $3.07M | 0.75% | −6,108−8.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 64,073 | $3.03M | 0.35% | +5,453+9.3% | Added |
| Patten Group, Inc. | 63,782 | $3.02M | 0.64% | +53,684+531.6% | Added |
| Prosperity Consulting Group, LLC | 63,749 | $3.02M | 0.22% | +3,103+5.1% | Added |
| Bank Ozk | 63,604 | $3.01M | 1.15% | −1,280−2.0% | Reduced |
| TownSquare Capital, LLC | 63,439 | $3.00M | 0.29% | −387,335−85.9% | Reduced |
| Cornerstone Wealth Management, LLC | 63,383 | $3.00M | 0.18% | +729+1.2% | Added |
| Skylands Capital, LLC | 63,325 | $3.00M | 0.43% | −4,900−7.2% | Reduced |
| Transcend Wealth Collective, LLC | 62,778 | $2.97M | 0.23% | −6,207−9.0% | Reduced |
| West Branch Capital LLC | 62,701 | $2.97M | 0.88% | +3,210+5.4% | Added |
| Legacy Financial Advisors, Inc. | 62,523 | $2.96M | 0.46% | +23,592+60.6% | Added |
| Caldwell Trust Co | 62,295 | $2.95M | 0.29% | −3,614−5.5% | Reduced |
| Diligent Investors, LLC | 62,037 | $2.94M | 0.70% | −5,552−8.2% | Reduced |
| Old National Bancorp | 62,032 | $2.94M | 0.05% | +1,347+2.2% | Added |
| Burton Enright Welch | 61,721 | $2.92M | 0.51% | −3,579−5.5% | Reduced |
| Choate Investment Advisors | 61,678 | $2.92M | 0.06% | −1,734−2.7% | Reduced |
| MainStreet Investment Advisors LLC | 61,382 | $2.90M | 0.40% | −3,478−5.4% | Reduced |
| American State Bank (Iowa) | 61,176 | $2.89M | 1.60% | +1,068+1.8% | Added |
| Independent Solutions Wealth Management, LLC | 60,967 | $2.88M | 0.56% | −1,966−3.1% | Reduced |
| Daymark Wealth Partners, LLC | 60,915 | $2.88M | 0.11% | +4,806+8.6% | Added |
| Geneos Wealth Management Inc. | 60,676 | $2.87M | 0.07% | +8,028+15.2% | Added |
| Shepherd Financial Partners LLC | 60,090 | $2.84M | 0.30% | +19,576+48.3% | Added |
| World Equity Group, Inc. | 60,069 | $2.84M | 0.78% | +59+0.1% | Added |
| Family Legacy, Inc. | 59,953 | $2.84M | 0.92% | +461+0.8% | Added |
| Affinity Investment Advisors, LLC | 59,805 | $2.83M | 2.14% | −1,643−2.7% | Reduced |
| one8zero8, LLC | 59,777 | $2.83M | 0.67% | −1,643−2.7% | Reduced |
| Aspen Grove Capital, LLC | 59,760 | $2.83M | 0.48% | +3,942+7.1% | Added |
| Mattson Financial Services, LLC | 59,328 | $2.81M | 0.76% | −4,639−7.3% | Reduced |
| Larson Financial Group LLC | 59,321 | $2.81M | 0.11% | −3,531−5.6% | Reduced |
| Thomasville National Bank | 59,235 | $2.80M | 0.19% | +34+0.1% | Added |
| Cornerstone Select Advisors, LLC | 59,155 | $2.80M | 2.46% | −2,480−4.0% | Reduced |
| Stock Yards Bank & Trust Co | 59,138 | $2.80M | 0.09% | −439−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 58,936 | $2.79M | 0.21% | +2,137+3.8% | Added |
| Bragg Financial Advisors, Inc | 58,602 | $2.77M | 0.10% | +4,604+8.5% | Added |
| Carson Advisory Inc. | 58,453 | $2.77M | 1.76% | −1,193−2.0% | Reduced |
| Granite Harbor Advisors, Inc. | 58,420 | $2.76M | 1.30% | −585−1.0% | Reduced |
| Empire Financial Management Company, LLC | 58,416 | $2.76M | 0.80% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 58,287 | $2.76M | 0.07% | −18,404−24.0% | Reduced |
| Parkside Financial Bank & Trust | 58,263 | $2.76M | 0.30% | +1,410+2.5% | Added |
| London & Capital Asset Management Ltd | 58,181 | $2.75M | 0.21% | −143−0.2% | Reduced |
| Berkeley Capital Partners, LLC | 58,094 | $2.75M | 0.70% | +794+1.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 57,956 | $2.74M | 2.09% | +57,956 | New |
| Matrix Asset Advisors Inc | 57,933 | $2.74M | 0.28% | +10.0% | Added |
| Compton Wealth Advisory Group, LLC | 57,760 | $2.73M | 0.69% | −2,085−3.5% | Reduced |
| Aull & Monroe Investment Management Corp | 57,646 | $2.73M | 1.46% | −6,034−9.5% | Reduced |
| Waterloo Capital, L.P. | 57,548 | $2.72M | 0.22% | +6,460+12.6% | Added |
| One Charles Private Wealth Services, LLC | 57,533 | $2.72M | 0.76% | +80+0.1% | Added |
| St. Johns Investment Management Company, LLC | 57,211 | $2.71M | 1.24% | −195−0.3% | Reduced |
| Fulcrum Asset Management LLP | 57,149 | $2.70M | 0.77% | +57,149 | New |
| Portside Wealth Group, LLC | 56,736 | $2.68M | 0.40% | +6,441+12.8% | Added |
| Belpointe Asset Management LLC | 56,731 | $2.68M | 0.11% | +6,438+12.8% | Added |
| Poehling Capital Management, LLC | 56,605 | $2.68M | 0.63% | −650−1.1% | Reduced |
| L2 Asset Management, LLC | 56,565 | $2.68M | 0.44% | −124−0.2% | Reduced |
| Studio Investment Management LLC | 56,532 | $2.68M | 0.54% | −231−0.4% | Reduced |
| Advisors Preferred, LLC | 55,500 | $2.67M | 0.44% | 00.0% | Unchanged |
| Cullinan Associates Inc | 56,325 | $2.67M | 0.18% | −11,000−16.3% | Reduced |
| Avestar Capital, LLC | 56,228 | $2.66M | 0.19% | +7,366+15.1% | Added |
| Smith Shellnut Wilson LLC | 56,066 | $2.65M | 1.15% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 55,538 | $2.63M | 0.49% | +1,325+2.4% | Added |
| Viawealth, LLC | 55,499 | $2.63M | 1.55% | +186+0.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 55,486 | $2.63M | 0.25% | +205+0.4% | Added |
| Jeppson Wealth Management, LLC | 55,465 | $2.62M | 0.91% | +2,273+4.3% | Added |
| Quadcap Wealth Management, LLC | 55,256 | $2.61M | 0.33% | +342+0.6% | Added |
| Midwest Trust Co | 55,150 | $2.61M | 0.04% | +55,150 | New |
| Neville Rodie & Shaw Inc | 55,118 | $2.61M | 0.19% | −4,130−7.0% | Reduced |
| Rehmann Capital Advisory Group | 54,929 | $2.60M | 0.16% | +4,980+10.0% | Added |
| Lineweaver Wealth Advisors, LLC | 54,907 | $2.60M | 0.41% | +4,700+9.4% | Added |
| Piscataqua Savings Bank | 54,904 | $2.60M | 2.17% | −1,445−2.6% | Reduced |
| Bank of New Hampshire | 54,887 | $2.60M | 0.65% | −34,153−38.4% | Reduced |
| Talon Private Wealth, LLC | 54,860 | $2.60M | 0.36% | −1,703−3.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 54,827 | $2.59M | 0.03% | −13,058−19.2% | Reduced |
| Hexagon Capital Partners LLC | 54,598 | $2.58M | 0.57% | −747−1.3% | Reduced |