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 |
|---|---|---|---|---|---|
| PMC FIG Opportunities LLC | 54,461 | $2.58M | 3.83% | +54,461 | New |
| Centaurus Financial, Inc. | 54,407 | $2.58M | 0.15% | −1,725−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 54,382 | $2.57M | 0.18% | −29,943−35.5% | Reduced |
| Lafayette Investments, Inc. | 54,217 | $2.57M | 0.52% | −50−0.1% | Reduced |
| Financial Advisory Service, Inc. | 54,194 | $2.56M | 0.19% | +413+0.8% | Added |
| First City Capital Management, Inc. | 54,143 | $2.56M | 1.48% | −249−0.5% | Reduced |
| Polymer Capital Management (US) LLC | 54,123 | $2.56M | 0.42% | +45,690+541.8% | Added |
| Alpha Cubed Investments, LLC | 54,050 | $2.56M | 0.10% | −10,988−16.9% | Reduced |
| Focus Financial Network, Inc. | 54,019 | $2.56M | 0.10% | −4,380−7.5% | Reduced |
| Clarkston Capital Partners, LLC | 54,000 | $2.56M | 0.05% | −700−1.3% | Reduced |
| Americana Partners, LLC | 53,997 | $2.56M | 0.09% | +7,956+17.3% | Added |
| Mayflower Financial Advisors, LLC | 53,953 | $2.55M | 0.36% | −2,306−4.1% | Reduced |
| Channing Global Advisors, LLC | 53,595 | $2.54M | 1.64% | −6,381−10.6% | Reduced |
| Calamos Wealth Management LLC | 53,293 | $2.52M | 0.11% | −189,422−78.0% | Reduced |
| Hudson Canyon Capital Management | 53,279 | $2.52M | 1.57% | +318+0.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 53,282 | $2.52M | 0.09% | +1,063+2.0% | Added |
| Abacus Planning Group, Inc. | 53,151 | $2.52M | 0.37% | −1,503−2.8% | Reduced |
| Ullmann Financial Group, Inc. | 53,140 | $2.51M | 0.30% | +155+0.3% | Added |
| Kennedy Investment Group | 52,951 | $2.51M | 1.06% | −682−1.3% | Reduced |
| HCR Wealth Advisors | 52,943 | $2.51M | 0.29% | −73−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 52,926 | $2.50M | 0.58% | −1,098−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 52,915 | $2.50M | 0.17% | +153+0.3% | Added |
| NTV Asset Management LLC | 52,907 | $2.50M | 0.30% | +10.0% | Added |
| EagleClaw Capital Managment, LLC | 52,864 | $2.50M | 0.37% | −3,350−6.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 52,864 | $2.50M | 0.30% | +21,280+67.4% | Added |
| AlTi Global, Inc. | 53,292 | $2.50M | 0.06% | −108−0.2% | Reduced |
| Hourglass Capital, LLC | 52,687 | $2.49M | 0.62% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 52,628 | $2.49M | 0.10% | −7,063−11.8% | Reduced |
| Bridges Investment Management Inc | 52,424 | $2.48M | 0.03% | +14,153+37.0% | Added |
| Octavia Wealth Advisors, LLC | 52,321 | $2.48M | 0.28% | −2,106−3.9% | Reduced |
| Probity Advisors, Inc. | 52,291 | $2.47M | 0.43% | +2,631+5.3% | Added |
| VestGen Advisors, LLC | 52,663 | $2.47M | 0.10% | +2,678+5.4% | Added |
| GeoWealth Management, LLC | 52,130 | $2.47M | 0.10% | −3,176−5.7% | Reduced |
| Foundations Investment Advisors, LLC | 52,061 | $2.46M | 0.04% | +2,118+4.2% | Added |
| Ransom Advisory, Ltd | 52,049 | $2.46M | 1.16% | +100+0.2% | Added |
| Spire Wealth Management | 51,409 | $2.43M | 0.09% | −22,410−30.4% | Reduced |
| Independence Bank of Kentucky | 51,301 | $2.43M | 0.34% | +5,651+12.4% | Added |
| Cumberland Advisors Inc | 51,200 | $2.42M | 1.02% | −39−0.1% | Reduced |
| 3Chopt Investment Partners, LLC | 51,069 | $2.42M | 0.58% | +675+1.3% | Added |
| Intellectus Partners, LLC | 50,866 | $2.41M | 0.52% | +90+0.2% | Added |
| Horizon Kinetics Asset Management LLC | 50,833 | $2.41M | 0.03% | +1,883+3.8% | Added |
| Altman Advisors, Inc. | 49,947 | $2.40M | 0.98% | +152+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 50,781 | $2.40M | 0.08% | +1,596+3.2% | Added |
| Palumbo Wealth Management LLC | 50,680 | $2.40M | 0.74% | +3,433+7.3% | Added |
| LJI Wealth Management, LLC | 50,613 | $2.39M | 0.42% | −1,444−2.8% | Reduced |
| Guardian Wealth Advisors, LLC | 50,498 | $2.39M | 0.17% | −235−0.5% | Reduced |
| Aaron Wealth Advisors | 50,376 | $2.38M | 0.24% | +2,814+5.9% | Added |
| Chicago Partners Investment Group LLC | 49,213 | $2.37M | 0.07% | +4,285+9.5% | Added |
| NVWM, LLC | 50,031 | $2.37M | 0.57% | +1,441+3.0% | Added |
| Savoie Capital LLC | 50,000 | $2.37M | 0.29% | 00.0% | Unchanged |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.37M | 1.29% | 00.0% | Unchanged |
| Waycross Partners, LLC | 50,000 | $2.37M | 0.22% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 49,966 | $2.36M | 0.79% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 49,949 | $2.36M | 0.08% | +18,414+58.4% | Added |
| LM Advisors LLC | 49,887 | $2.36M | 0.30% | −1,538−3.0% | Reduced |
| Fayez Sarofim & Co | 49,819 | $2.36M | 0.01% | −25−0.1% | Reduced |
| Norris Financial Group, LLC | 49,597 | $2.35M | 0.96% | −10.0% | Reduced |
| Fragasso Group Inc. | 49,577 | $2.35M | 0.16% | +3,383+7.3% | Added |
| Washington Trust Bank | 49,547 | $2.34M | 0.20% | −6,379−11.4% | Reduced |
| McDonald Partners LLC | 49,491 | $2.34M | 0.56% | +984+2.0% | Added |
| Beacon Financial Group | 49,476 | $2.34M | 0.24% | −3,762−7.1% | Reduced |
| Gries Financial LLC | 49,360 | $2.34M | 0.42% | +512+1.0% | Added |
| Parsonex Advisory Services, Inc. | 49,340 | $2.33M | 1.95% | +49,340 | New |
| Palogic Value Management, L.P. | 49,211 | $2.33M | 0.98% | +36+0.1% | Added |
| Evercore Wealth Management, LLC | 49,024 | $2.32M | 0.04% | −24,685−33.5% | Reduced |
| Inceptionr LLC | 48,748 | $2.31M | 0.53% | +48,748 | New |
| Wittenberg Investment Management, Inc. | 48,664 | $2.30M | 1.01% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 48,606 | $2.30M | 0.02% | +6,444+15.3% | Added |
| Carnegie Lake Advisors LLC | 48,414 | $2.29M | 0.91% | −4,500−8.5% | Reduced |
| Chapin Davis, Inc. | 48,410 | $2.29M | 0.63% | −843−1.7% | Reduced |
| Excalibur Management Corp | 48,340 | $2.29M | 0.86% | +165+0.3% | Added |
| Machina Capital S.A.S. | 48,295 | $2.29M | 0.48% | +23,908+98.0% | Added |
| Exchange Capital Management, Inc. | 48,105 | $2.28M | 0.34% | −3,424−6.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 47,487 | $2.25M | 0.01% | −4,771−9.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 47,473 | $2.25M | 0.50% | −210.0% | Reduced |
| Buckley Wealth Management, LLC | 47,265 | $2.24M | 0.67% | +67+0.1% | Added |
| Howard Capital Management Inc. | 47,192 | $2.23M | 0.03% | +5,832+14.1% | Added |
| Register Financial Advisors LLC | 47,171 | $2.23M | 0.97% | +26+0.1% | Added |
| MWA Asset Management | 47,113 | $2.23M | 1.36% | +1,608+3.5% | Added |
| Chapman Financial Group, LLC | 47,029 | $2.23M | 1.89% | +47,029 | New |
| Cito Capital Group, LLC | 46,870 | $2.22M | 0.77% | 00.0% | Unchanged |
| Aire Advisors, LLC | 46,865 | $2.22M | 0.43% | +80.0% | Added |
| Wynn Capital, LLC | 46,856 | $2.22M | 1.18% | +98+0.2% | Added |
| Colonial Trust Advisors | 46,820 | $2.22M | 0.18% | +15,217+48.2% | Added |
| Legato Capital Management LLC | 46,721 | $2.21M | 0.26% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 46,655 | $2.21M | 0.41% | −17,556−27.3% | Reduced |
| Summit Asset Management, LLC | 46,597 | $2.20M | 0.36% | +5,811+14.2% | Added |
| Hartford Financial Management Inc. | 46,590 | $2.20M | 0.60% | −3,166−6.4% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 46,472 | $2.20M | 0.53% | −290−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 46,450 | $2.20M | 0.03% | −4,870−9.5% | Reduced |
| Premier Path Wealth Partners, LLC | 46,313 | $2.19M | 0.31% | +3,182+7.4% | Added |
| Precedent Wealth Partners, LLC | 46,166 | $2.18M | 0.54% | +6,004+14.9% | Added |
| Stratos Wealth Advisors, LLC | 46,103 | $2.18M | 0.12% | −7,936−14.7% | Reduced |
| Hodges Capital Management Inc. | 46,069 | $2.18M | 0.21% | −3,997−8.0% | Reduced |
| Capital Advisors Inc | 45,917 | $2.17M | 0.04% | +1,232+2.8% | Added |
| Prestige Wealth Management Group LLC | 45,914 | $2.17M | 0.44% | −1,337−2.8% | Reduced |
| Pinnacle Bancorp, Inc. | 45,838 | $2.17M | 0.67% | +350+0.8% | Added |
| American Capital Advisory, LLC | 45,736 | $2.16M | 1.08% | +236+0.5% | Added |
| FLC Capital Advisors | 45,343 | $2.15M | 0.44% | +8,936+24.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 45,320 | $2.14M | 1.32% | −675−1.5% | Reduced |