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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 38,655 | $1.83M | 0.03% | +13,585+54.2% | Added |
| Coastline Trust Co | 38,557 | $1.82M | 0.21% | −3,560−8.5% | Reduced |
| Savvy Advisors, Inc. | 38,509 | $1.82M | 0.12% | +6,848+21.6% | Added |
| Pinnacle Holdings, LLC | 38,448 | $1.82M | 0.66% | −23−0.1% | Reduced |
| Accurate Wealth Management, LLC | 38,731 | $1.82M | 0.28% | +3,399+9.6% | Added |
| IMA Wealth, Inc. | 38,428 | $1.82M | 0.20% | +180.0% | Added |
| MONECO Advisors, LLC | 38,381 | $1.82M | 0.17% | +180.0% | Added |
| Mendel Money Management | 38,262 | $1.81M | 0.80% | −4,725−11.0% | Reduced |
| Longfellow Investment Management Co LLC | 38,242 | $1.81M | 0.45% | −3,326−8.0% | Reduced |
| North Dallas Bank & Trust Co | 38,086 | $1.80M | 1.37% | +38,086 | New |
| Transatlantique Private Wealth LLC | 38,055 | $1.80M | 0.66% | +3,431+9.9% | Added |
| Gillespie Robinson & Grimm Inc | 38,044 | $1.80M | 0.13% | −19,181−33.5% | Reduced |
| OneAscent Financial Services LLC | 37,807 | $1.80M | 0.13% | −28,917−43.3% | Reduced |
| Conning Inc. | 38,029 | $1.80M | 0.06% | −6,702−15.0% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 38,000 | $1.80M | 1.27% | +38,000 | New |
| Altshuler Shaham Ltd | 37,898 | $1.79M | 0.06% | 00.0% | Unchanged |
| Generation Capital Management LLC | 37,843 | $1.79M | 1.42% | −1,327−3.4% | Reduced |
| Paradigm Financial Partners, LLC | 37,809 | $1.79M | 0.19% | −1,461−3.7% | Reduced |
| Meridian Wealth Management, LLC | 37,717 | $1.78M | 0.08% | +2,756+7.9% | Added |
| Howland Capital Management LLC | 37,593 | $1.78M | 0.07% | −75−0.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 37,537 | $1.78M | 0.41% | +192+0.5% | Added |
| Absolute Gestao de Investimentos Ltda. | 37,500 | $1.77M | 0.58% | +37,500 | New |
| Wall Street Access Asset Management, LLC | 37,468 | $1.77M | 0.62% | +2,263+6.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 37,409 | $1.77M | 0.64% | −495−1.3% | Reduced |
| Sovereign Financial Group, Inc. | 37,292 | $1.76M | 0.36% | −202−0.5% | Reduced |
| Lake Street Financial LLC | 37,245 | $1.76M | 0.25% | +1,038+2.9% | Added |
| Saiph Capital, LLC | 128,111 | $1.75M | 0.68% | +20,315+18.8% | Added |
| Claro Advisors LLC | 36,967 | $1.75M | 0.29% | −8,981−19.5% | Reduced |
| Smithfield Trust Co | 36,947 | $1.75M | 0.08% | +23+0.1% | Added |
| IFG Advisory, LLC | 36,846 | $1.74M | 0.09% | +79+0.2% | Added |
| Connecticut Wealth Management, LLC | 36,665 | $1.73M | 0.08% | +4,446+13.8% | Added |
| Blue Edge Capital, LLC | 36,630 | $1.73M | 0.26% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 36,557 | $1.73M | 0.32% | −281−0.8% | Reduced |
| Oarsman Capital, Inc. | 36,543 | $1.73M | 0.27% | −7,795−17.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 36,516 | $1.73M | 0.71% | −426−1.2% | Reduced |
| SkyOak Wealth, LLC | 36,320 | $1.72M | 0.35% | 00.0% | Unchanged |
| Armis Advisers, LLC | 36,612 | $1.72M | 0.14% | +11,408+45.3% | Added |
| Bayesian Capital Management, LP | 36,300 | $1.72M | 0.27% | −39,100−51.9% | Reduced |
| NCP Inc. | 36,270 | $1.72M | 1.62% | −666−1.8% | Reduced |
| Earnest Partners LLC | 36,269 | $1.72M | 0.01% | +1,666+4.8% | Added |
| Pasadena Private Wealth, LLC | 36,266 | $1.72M | 0.29% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 36,164 | $1.71M | 0.51% | −2,516−6.5% | Reduced |
| TLWM | 36,115 | $1.71M | 0.32% | −147−0.4% | Reduced |
| IFC Advisors LLC | 35,903 | $1.70M | 0.32% | +765+2.2% | Added |
| Schulhoff & Co Inc | 35,900 | $1.70M | 0.75% | −1,672−4.5% | Reduced |
| Kathmere Capital Management, LLC | 35,867 | $1.70M | 0.13% | +3,697+11.5% | Added |
| Duncker Streett & Co Inc | 35,795 | $1.69M | 0.31% | −3,606−9.2% | Reduced |
| Cooper Financial Group | 35,558 | $1.68M | 0.20% | −12,385−25.8% | Reduced |
| Raelipskie Partnership | 35,487 | $1.68M | 0.77% | +1,450+4.3% | Added |
| RFG Advisory, LLC | 35,408 | $1.68M | 0.04% | +19,291+119.7% | Added |
| Financial Engines Advisors L.L.C. | 35,384 | $1.67M | 0.00% | +9,945+39.1% | Added |
| Mather Group, LLC. | 35,370 | $1.67M | 0.02% | −2,347−6.2% | Reduced |
| Chancellor Financial Group WB LP | 35,348 | $1.67M | 1.30% | +120.0% | Added |
| Orca Wealth Management, LLC | 35,336 | $1.67M | 1.41% | +419+1.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 35,245 | $1.67M | 0.46% | −210−0.6% | Reduced |
| Mathes Company, Inc. | 35,200 | $1.67M | 0.62% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 35,168 | $1.66M | 0.78% | −4,015−10.2% | Reduced |
| Mill Capital Management, LLC | 35,152 | $1.66M | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 35,144 | $1.66M | 0.22% | +100.0% | Added |
| LRI Investments, LLC | 35,139 | $1.66M | 0.14% | +821+2.4% | Added |
| Aspiriant, LLC | 34,900 | $1.65M | 0.05% | −1,925−5.2% | Reduced |
| Wrapmanager Inc | 34,864 | $1.65M | 0.40% | −1,951−5.3% | Reduced |
| Paradigm Capital Management, LLC | 34,834 | $1.65M | 1.63% | +751+2.2% | Added |
| Advisory Research Inc | 34,812 | $1.65M | 0.25% | −549−1.6% | Reduced |
| Creekmur Asset Management LLC | 34,726 | $1.64M | 0.29% | +20,052+136.6% | Added |
| Johnson & White Wealth Management, LLC | 34,715 | $1.64M | 0.83% | +100.0% | Added |
| Fee-Only Financial Planning, L.C. | 34,617 | $1.64M | 1.01% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 34,620 | $1.64M | 0.69% | −100−0.3% | Reduced |
| Wealth Management Associates, Inc. | 34,570 | $1.64M | 0.64% | −130−0.4% | Reduced |
| Jupiter Wealth Management LLC | 34,600 | $1.63M | 0.83% | +10,600+44.2% | Added |
| Catalyst Financial Partners LLC | 34,536 | $1.63M | 0.18% | +1,312+3.9% | Added |
| Campbell Newman Asset Management Inc | 34,350 | $1.63M | 0.13% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 34,351 | $1.63M | 0.22% | −15,096−30.5% | Reduced |
| RiverFront Investment Group, LLC | 34,337 | $1.62M | 0.03% | +3,953+13.0% | Added |
| Everhart Financial Group, Inc. | 34,337 | $1.62M | 0.19% | −4,380−11.3% | Reduced |
| Quent Capital, LLC | 34,328 | $1.62M | 0.16% | +1,621+5.0% | Added |
| Trivant Custom Portfolio Group, LLC | 34,278 | $1.62M | 0.89% | −1,856−5.1% | Reduced |
| CoreCap Advisors, LLC | 34,242 | $1.62M | 0.07% | −68,046−66.5% | Reduced |
| Canopy Partners, LLC | 34,224 | $1.62M | 0.59% | −494−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 34,221 | $1.62M | 0.08% | +64+0.2% | Added |
| CX Institutional | 34,150 | $1.62M | 0.06% | +2,439+7.7% | Added |
| Wealth Alliance | 34,150 | $1.62M | 0.18% | +2,318+7.3% | Added |
| Gratus Wealth Advisors, LLC | 34,110 | $1.61M | 0.24% | −8,488−19.9% | Reduced |
| CFS Investment Advisory Services, LLC | 34,013 | $1.61M | 0.13% | +1,819+5.7% | Added |
| Synergy Financial Management, LLC | 33,939 | $1.61M | 0.18% | +1,075+3.3% | Added |
| Cornercap Investment Counsel Inc | 33,855 | $1.60M | 0.83% | −828−2.4% | Reduced |
| Cape Ann Savings Bank | 33,791 | $1.60M | 0.96% | −1,203−3.4% | Reduced |
| Gilman Hill Asset Management, LLC | 33,765 | $1.60M | 0.26% | +177+0.5% | Added |
| Apriem Advisors | 33,713 | $1.60M | 0.17% | +4,889+17.0% | Added |
| Mendon Capital Advisors Corp | 25,000 | $1.59M | 0.80% | +25,000 | New |
| Oddo BHF Asset Management SAS | 33,647 | $1.59M | 0.06% | −11,169−24.9% | Reduced |
| Proffitt & Goodson Inc | 33,592 | $1.59M | 0.24% | +658+2.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,492 | $1.58M | 0.18% | −470−1.4% | Reduced |
| City Holding Co | 33,443 | $1.58M | 0.21% | −520−1.5% | Reduced |
| David Loasby | 34,568 | $1.58M | 0.13% | +2,982+9.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33,352 | $1.58M | 0.21% | −760−2.2% | Reduced |
| Brown Financial Advisors | 33,182 | $1.57M | 0.61% | −2,038−5.8% | Reduced |
| Tectonic Advisors LLC | 33,178 | $1.57M | 0.09% | +3,033+10.1% | Added |
| Winthrop Advisory Group LLC | 33,130 | $1.57M | 0.15% | +2,823+9.3% | Added |
| Integral Investment Advisors, Inc. | 33,121 | $1.57M | 0.45% | +5,202+18.6% | Added |