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 |
|---|---|---|---|---|---|
| Semus Wealth Partners LLC | 12,333 | $636.2K | 0.36% | +210+1.7% | Added |
| Hudock, Inc. | 12,333 | $636.3K | 0.10% | −1,311−9.6% | Reduced |
| Root Financial Partners, LLC | 12,345 | $636.9K | 0.04% | +658+5.6% | Added |
| Lantern Wealth Advisors, LLC | 12,381 | $638.8K | 0.34% | −2,620−17.5% | Reduced |
| Spartan Planning & Wealth Management | 12,383 | $638.8K | 0.50% | −2,308−15.7% | Reduced |
| Trust Co of the South | 12,442 | $641.9K | 0.11% | +629+5.3% | Added |
| Riversedge Advisors, LLC | 12,445 | $642.1K | 0.11% | +1,845+17.4% | Added |
| Campbell & CO Investment Adviser LLC | 12,458 | $642.7K | 0.05% | +12,458 | New |
| Werba Rubin Papier Wealth Management | 12,475 | $643.6K | 0.10% | +3,036+32.2% | Added |
| Keebeck Wealth Management, LLC | 12,491 | $644.4K | 0.08% | +532+4.4% | Added |
| A4 Wealth Advisors LLC | 12,509 | $645.3K | 0.54% | +12,509 | New |
| Pacific Sun Financial Corp | 12,519 | $645.8K | 0.31% | +14+0.1% | Added |
| Beta Wealth Group, Inc. | 12,529 | $646.4K | 0.26% | +2,408+23.8% | Added |
| Trust Co of Virginia | 12,536 | $646.7K | 0.05% | −3,250−20.6% | Reduced |
| Main Street Research LLC | 12,538 | $646.9K | 0.03% | +2,486+24.7% | Added |
| Aberdeen Wealth Management LLC | 12,558 | $647.9K | 0.41% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 12,575 | $648.7K | 0.12% | +12,575 | New |
| Keystone Financial Services | 12,588 | $649.4K | 0.20% | +755+6.4% | Added |
| Rise Advisors, LLC | 12,593 | $649.7K | 0.23% | +559+4.6% | Added |
| Ridgecrest Wealth Partners, LLC | 12,617 | $650.9K | 0.29% | 00.0% | Unchanged |
| Doliver Advisors, LP | 12,636 | $651.9K | 0.17% | −515−3.9% | Reduced |
| McAdam, LLC | 12,661 | $653.2K | 0.03% | +872+7.4% | Added |
| Signal Advisors Wealth, LLC | 12,697 | $655.0K | 0.06% | +2,073+19.5% | Added |
| Cromwell Holdings LLC | 12,730 | $656.7K | 0.35% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 12,747 | $657.6K | 0.08% | −8,485−40.0% | Reduced |
| Triad Wealth Partners, LLC | 12,754 | $658.0K | 0.08% | +1,085+9.3% | Added |
| Navis Wealth Advisors, LLC | 12,760 | $658.3K | 0.49% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 12,760 | $658.3K | 0.03% | +555+4.5% | Added |
| WealthCare Investment Partners, LLC | 13,001 | $658.9K | 0.21% | +69+0.5% | Added |
| Consolidated Portfolio Review Corp | 12,911 | $659.0K | 0.08% | −4,034−23.8% | Reduced |
| S.A. Mason LLC | 12,777 | $659.2K | 0.29% | +855+7.2% | Added |
| Ergawealth Advisors, Inc. | 12,800 | $660.4K | 0.31% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,806 | $660.7K | 0.14% | +12,806 | New |
| Clearview Wealth Advisors LLC | 12,826 | $661.7K | 0.42% | −345−2.6% | Reduced |
| Lewis Asset Management, LLC | 12,826 | $661.7K | 0.27% | −183−1.4% | Reduced |
| Silver Lake Advisory, LLC | 12,836 | $662.2K | 0.26% | +67+0.5% | Added |
| Towercrest Capital Management | 12,875 | $664.2K | 0.11% | +854+7.1% | Added |
| Gladius Capital Management LP | 12,906 | $665.8K | 1.31% | +7,091+121.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,923 | $666.7K | 0.04% | −2,539−16.4% | Reduced |
| Regatta Capital Group, LLC | 12,937 | $667.4K | 0.11% | −526−3.9% | Reduced |
| Autumn Glory Partners, LLC | 12,949 | $668.0K | 0.27% | −4,205−24.5% | Reduced |
| First National Bank of Hutchinson | 12,963 | $668.8K | 0.35% | −150−1.1% | Reduced |
| Cache Advisors, LLC | 3,100 | $669.1K | 0.12% | −4,936−61.4% | Reduced |
| Adirondack Trust Co | 13,000 | $670.6K | 0.22% | +360+2.8% | Added |
| Brasada Capital Management, LP | 13,000 | $670.7K | 0.11% | −5,500−29.7% | Reduced |
| Old North State Trust, LLC | 12,998 | $671.0K | 0.41% | +7,719+146.2% | Added |
| Albion Financial Group | 13,031 | $672.3K | 0.04% | +205+1.6% | Added |
| Vance Wealth, Inc. | 13,040 | $672.7K | 0.21% | −141−1.1% | Reduced |
| Lion Street Advisors, LLC | 14,096 | $673.5K | 0.23% | −3,595−20.3% | Reduced |
| Farmers Trust Co | 13,063 | $673.9K | 0.12% | +25+0.2% | Added |
| Activest Wealth Management | 13,072 | $674.4K | 0.14% | +593+4.8% | Added |
| Verum Partners LLC | 13,076 | $674.6K | 0.14% | +881+7.2% | Added |
| Hanover Advisors Inc | 13,088 | $675.2K | 0.26% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 13,100 | $675.8K | 0.07% | −200−1.5% | Reduced |
| Banco BTG Pactual S.A. | 13,118 | $676.8K | 0.10% | −139,732−91.4% | Reduced |
| Elevated Capital Advisors, LLC | 13,122 | $677.0K | 0.17% | +3,248+32.9% | Added |
| Hilltop National Bank | 13,129 | $677.3K | 0.17% | −1,136−8.0% | Reduced |
| Sonora Investment Management Group, LLC | 13,200 | $681.0K | 0.05% | +125+1.0% | Added |
| Drucker Wealth 3.0, LLC | 13,269 | $684.6K | 0.12% | +27+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 13,287 | $685.5K | 0.03% | −275−2.0% | Reduced |
| Investment Research Partners LLC | 13,049 | $686.1K | 0.31% | +13,049 | New |
| Aristotle Capital Management, LLC | 13,300 | $686.1K | 0.00% | 00.0% | Unchanged |
| Brandywine Trust Co | 13,326 | $687.5K | 0.10% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 13,333 | $687.8K | 0.07% | +4,521+51.3% | Added |
| Berman McAleer LLC | 13,354 | $689.0K | 0.10% | +13,354 | New |
| Menard Financial Group LLC | 13,358 | $689.2K | 0.46% | −10,219−43.3% | Reduced |
| Tyche Wealth Partners LLC | 13,366 | $689.6K | 0.12% | −147−1.1% | Reduced |
| Atom Investors LP | 13,372 | $689.9K | 0.05% | −3,997−23.0% | Reduced |
| Traphagen Investment Advisors LLC | 13,375 | $690.0K | 0.06% | +1,716+14.7% | Added |
| Buttonwood Financial Advisors Inc. | 13,476 | $695.2K | 0.24% | −259−1.9% | Reduced |
| Outlook Wealth Advisors, LLC | 13,502 | $696.6K | 0.17% | −159−1.2% | Reduced |
| Parkshore Wealth Management, Inc. | 13,512 | $697.1K | 0.28% | +50.0% | Added |
| Atwood & Palmer Inc | 13,527 | $697.9K | 0.04% | −982−6.8% | Reduced |
| Garde Capital, Inc. | 13,536 | $698.3K | 0.04% | +1,198+9.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,566 | $699.9K | 0.11% | −2,853−17.4% | Reduced |
| Clark Asset Management, LLC | 13,567 | $699.9K | 0.08% | +315+2.4% | Added |
| Financial Management Network Inc | 13,893 | $700.0K | 0.12% | −649−4.5% | Reduced |
| Cladis Investment Advisory, LLC | 13,577 | $700.4K | 0.40% | +10.0% | Added |
| Investors Research Corp | 13,588 | $701.0K | 0.13% | −4,669−25.6% | Reduced |
| Verus Financial Partners, Inc. | 13,591 | $701.2K | 0.07% | +2,996+28.3% | Added |
| WealthPlan Investment Management, LLC | 13,603 | $701.8K | 0.05% | +247+1.8% | Added |
| Canvas Wealth Advisors, LLC | 13,859 | $701.8K | 0.13% | +124+0.9% | Added |
| Intrinsic Value Partners, LLC | 13,637 | $703.5K | 0.57% | −60−0.4% | Reduced |
| Crawford Investment Counsel Inc | 13,658 | $704.6K | 0.01% | +627+4.8% | Added |
| AA Financial Advisors, LLC | 13,673 | $705.4K | 0.14% | +5,653+70.5% | Added |
| Smith, Moore & Co. | 13,693 | $706.4K | 0.05% | +355+2.7% | Added |
| McDonald Partners LLC | 13,696 | $706.6K | 0.21% | −35,795−72.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 13,705 | $707.1K | 0.19% | −4,095−23.0% | Reduced |
| Bay Rivers Group | 13,736 | $708.6K | 0.30% | +20+0.1% | Added |
| Fountainhead AM, LLC | 13,748 | $709.2K | 0.09% | −497−3.5% | Reduced |
| Citizens National Bank Trust Department | 13,769 | $710.3K | 0.13% | +919+7.2% | Added |
| Guardian Partners Inc. | 14,049 | $712.0K | 0.06% | −600−4.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 13,859 | $715.0K | 0.71% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 13,865 | $715.0K | 0.06% | −479−3.3% | Reduced |
| KMG Fiduciary Partners, LLC | 13,860 | $715.0K | 0.05% | +20.0% | Added |
| Strategic Wealth Partners, Ltd. | 13,865 | $715.3K | 0.05% | +341+2.5% | Added |
| Bedel Financial Consulting, Inc. | 13,879 | $716.0K | 0.09% | +272+2.0% | Added |
| Destination Wealth Management | 13,882 | $716.2K | 0.02% | −1,770−11.3% | Reduced |
| ORG Partners LLC | 13,921 | $718.2K | 0.13% | +738+5.6% | Added |
| PCG Asset Management, LLC | 13,935 | $718.9K | 0.58% | −480−3.3% | Reduced |