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, Q3 2025
Institutional positions in Bank of America Corp as of Sep 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
- 3,367
- +98 vs. Q2 2025
- Shares held
- 5.46B
- +78.0M (+1.4%) vs. Q2 2025
- Total value
- $281.7B
- +$26.9B (+10.6%) vs. Q2 2025
- New holders
- 222
- 1,400 more added
- Sold out
- 124
- 1,311 more reduced
53 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ledyard National Bank | 10,951 | $565.0K | 0.05% | −234−2.1% | Reduced |
| Retirement Planning Group, LLC | 10,967 | $565.8K | 0.42% | +34+0.3% | Added |
| Jacobsen Capital Management | 10,969 | $565.9K | 0.19% | +1,029+10.4% | Added |
| Mezzasalma Advisors, LLC | 10,984 | $566.7K | 0.15% | +66+0.6% | Added |
| Sym Financial Corp | 10,985 | $566.7K | 0.06% | +1,246+12.8% | Added |
| First Affirmative Financial Network | 10,996 | $567.3K | 0.27% | −459−4.0% | Reduced |
| Smithbridge Asset Management Inc | 11,012 | $568.1K | 0.08% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 11,012 | $568.1K | 0.04% | 00.0% | Unchanged |
| American Trust | 11,080 | $571.6K | 0.05% | +3,141+39.6% | Added |
| Sara-Bay Financial | 11,102 | $572.7K | 0.16% | +1,001+9.9% | Added |
| Bay Capital Advisors, LLC | 11,107 | $573.0K | 0.37% | −400−3.5% | Reduced |
| Sovran Advisors, LLC | 10,809 | $573.2K | 0.05% | +557+5.4% | Added |
| Kahn Brothers Group Inc | 11,126 | $574.0K | 0.11% | −761−6.4% | Reduced |
| Cascade Financial Partners, LLC | 11,140 | $574.7K | 0.07% | +400+3.7% | Added |
| Adamsbrown Wealth Consultants LLC | 11,153 | $575.4K | 0.16% | −129−1.1% | Reduced |
| Francis Financial, Inc. | 8,270 | $576.4K | 0.10% | −353−4.1% | Reduced |
| Kentucky Trust Co | 11,183 | $576.9K | 0.31% | −150−1.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 11,200 | $577.8K | 0.19% | −700−5.9% | Reduced |
| Fire Capital Management LLC | 11,207 | $578.2K | 0.33% | +481+4.5% | Added |
| Acorn Financial Advisory Services Inc | 11,221 | $578.9K | 0.09% | −1,279−10.2% | Reduced |
| Arcataur Capital Management LLC | 11,224 | $579.0K | 0.17% | −204−1.8% | Reduced |
| Cozad Asset Management Inc | 11,254 | $580.6K | 0.05% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 11,278 | $581.8K | 0.28% | +5,853+107.9% | Added |
| New Republic Capital, LLC | 11,279 | $581.9K | 0.18% | +381+3.5% | Added |
| Sherbrooke Park Advisers LLC | 11,290 | $582.5K | 0.27% | −6,507−36.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 11,306 | $583.3K | 0.05% | +11,306 | New |
| North Star Asset Management Inc | 11,316 | $583.8K | 0.02% | +268+2.4% | Added |
| Oak Asset Management, LLC | 11,319 | $583.9K | 0.20% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 11,321 | $584.1K | 0.04% | +6,833+152.3% | Added |
| Financial Management Professionals, Inc. | 11,337 | $584.9K | 0.06% | +152+1.4% | Added |
| GenTrust, LLC | 11,339 | $585.0K | 0.03% | +695+6.5% | Added |
| First Wilshire Securities Management Inc | 11,373 | $586.7K | 0.16% | −2,085−15.5% | Reduced |
| Wedge Capital Management L L P | 11,402 | $588.2K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 11,404 | $588.3K | 0.06% | +5,385+89.5% | Added |
| D L Carlson Investment Group Inc | 11,408 | $588.5K | 0.10% | +1,387+13.8% | Added |
| Brandywine Oak Private Wealth LLC | 11,408 | $588.5K | 0.05% | 00.0% | Unchanged |
| Weik Capital Management | 11,433 | $589.8K | 0.22% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 11,436 | $590.0K | 0.18% | −1,060−8.5% | Reduced |
| Morton Capital Management LLC | 11,437 | $590.0K | 0.10% | −79−0.7% | Reduced |
| InTrack Investment Management Inc | 11,439 | $590.1K | 0.35% | −4,259−27.1% | Reduced |
| May Hill Capital, LLC | 11,443 | $590.4K | 0.17% | +3,146+37.9% | Added |
| Foster Victor Wealth Advisors, LLC | 11,664 | $590.7K | 0.04% | +176+1.5% | Added |
| Koss-Olinger Consulting, LLC | 12,484 | $591.0K | 0.05% | −1,574−11.2% | Reduced |
| VeraBank, N.A. | 11,469 | $591.7K | 0.11% | +300+2.7% | Added |
| Pacific Sage Partners, LLC | 11,480 | $592.3K | 0.10% | −10−0.1% | Reduced |
| Copley Financial Group, Inc. | 11,491 | $592.8K | 0.41% | −705−5.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 11,554 | $594.0K | 0.21% | −223−1.9% | Reduced |
| Kapstone Financial Advisors LLC | 11,547 | $595.7K | 0.28% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 11,563 | $596.6K | 0.20% | +82+0.7% | Added |
| McHugh Group, LLC | 11,590 | $597.9K | 0.36% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 11,607 | $598.8K | 0.13% | −836−6.7% | Reduced |
| LMG Wealth Partners, LLC | 11,611 | $599.0K | 0.11% | +31+0.3% | Added |
| Curat Global, LLC | 11,615 | $599.2K | 0.56% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 11,642 | $600.6K | 0.05% | −3,302−22.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,649 | $601.0K | 0.13% | −1,722−12.9% | Reduced |
| Tradition Wealth Management, LLC | 11,690 | $603.1K | 0.04% | −549−4.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 11,691 | $603.1K | 0.15% | 00.0% | Unchanged |
| Five Oceans Advisors | 11,694 | $603.3K | 0.22% | −636−5.2% | Reduced |
| IFG Advisors, LLC | 11,702 | $603.7K | 0.10% | −106−0.9% | Reduced |
| First National Bank of Omaha | 11,744 | $605.9K | 0.04% | +810+7.4% | Added |
| Warwick Investment Management, Inc. | 11,762 | $606.8K | 0.11% | +1,160+10.9% | Added |
| Flagship Wealth Advisors, LLC | 11,780 | $607.7K | 0.20% | +2,264+23.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 11,782 | $607.8K | 0.15% | +5,618+91.1% | Added |
| Cim Investment Mangement Inc | 11,801 | $608.8K | 0.17% | −12,079−50.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,817 | $609.6K | 0.07% | +1,578+15.4% | Added |
| Tilson Financial Group, Inc. | 11,820 | $609.8K | 0.20% | +401+3.5% | Added |
| RD Lewis Holdings, Inc. | 11,289 | $610.8K | 0.57% | −80−0.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,846 | $611.1K | 0.15% | 00.0% | Unchanged |
| Bank & Trust Co | 11,853 | $611.5K | 0.45% | 00.0% | Unchanged |
| Essex Savings Bank | 11,855 | $611.6K | 0.14% | −671−5.4% | Reduced |
| Centurion Wealth Management LLC | 11,863 | $612.0K | 0.14% | +2,001+20.3% | Added |
| Second Line Capital, LLC | 11,896 | $613.7K | 0.13% | +1,761+17.4% | Added |
| Red Door Wealth Management, LLC | 11,905 | $614.2K | 0.07% | −175,401−93.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,918 | $614.9K | 0.25% | +22+0.2% | Added |
| Front Street Capital Management, Inc. | 11,913 | $615.0K | 0.09% | −1,500−11.2% | Reduced |
| Schrum Private Wealth Management LLC | 11,935 | $615.7K | 0.45% | +12+0.1% | Added |
| Kingstone Capital Partners Texas, LLC | 11,935 | $616.0K | 0.36% | +979+8.9% | Added |
| Sigma Investment Counselors Inc | 11,966 | $617.3K | 0.03% | −170−1.4% | Reduced |
| Oxford Financial Group Ltd | 11,977 | $617.9K | 0.03% | +5,012+72.0% | Added |
| Harvey Investment Co LLC | 11,980 | $618.0K | 0.07% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 11,980 | $618.0K | 0.15% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,000 | $619.0K | 0.40% | −8,000−40.0% | Reduced |
| Garden State Investment Advisory Services LLC | 11,999 | $619.1K | 0.16% | −676−5.3% | Reduced |
| Arlington Trust Co LLC | 12,003 | $619.2K | 0.11% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12,008 | $619.5K | 0.18% | −478−3.8% | Reduced |
| Thrive Wealth Management, LLC | 12,009 | $619.5K | 0.09% | −95−0.8% | Reduced |
| Optimum Investment Advisors | 12,046 | $621.4K | 0.25% | +60.0% | Added |
| Regent Peak Wealth Advisors LLC | 12,060 | $622.2K | 0.12% | +12,060 | New |
| Founders Grove Wealth Partners, LLC | 12,067 | $622.5K | 0.15% | +1,125+10.3% | Added |
| Financial Life Planners | 12,085 | $623.5K | 0.42% | +60+0.5% | Added |
| Life Planning Partners, Inc | 12,117 | $625.1K | 0.46% | +30.0% | Added |
| Cove Private Wealth, LLC | 12,129 | $625.7K | 0.20% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 12,136 | $626.1K | 0.08% | +424+3.6% | Added |
| M.E. Allison & Co., Inc. | 12,194 | $629.1K | 0.44% | +20.0% | Added |
| Lakeshore Financial Planning, Inc. | 12,196 | $629.2K | 0.23% | −911−7.0% | Reduced |
| QVR LLC | 12,255 | $632.2K | 0.77% | +12,255 | New |
| Gallagher Fiduciary Advisors, LLC | 12,264 | $632.7K | 0.02% | +279+2.3% | Added |
| Integrity Wealth Advisors, Inc. | 12,774 | $634.1K | 0.23% | +3,923+44.3% | Added |
| Millstone Evans Group, LLC | 12,312 | $635.2K | 0.40% | −115−0.9% | Reduced |
| Altus Wealth Group LLC | 12,332 | $636.2K | 0.26% | −13−0.1% | Reduced |