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
- 3,366
- +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
- 1,310 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 | 3,492 | $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, 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 |
|---|---|---|---|---|---|
| Integrity Financial Corp | 13,949 | $719.6K | 0.34% | −103−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 13,950 | $719.7K | 0.01% | +21+0.2% | Added |
| Richard W. Paul & Associates, LLC | 13,967 | $720.6K | 0.25% | +97+0.7% | Added |
| Syverson Strege & Co | 13,977 | $721.1K | 0.17% | −1,738−11.1% | Reduced |
| Kestra Investment Management, LLC | 13,982 | $721.3K | 0.02% | −11,979−46.1% | Reduced |
| Defined Wealth Management, LLC | 13,992 | $721.8K | 0.42% | +111+0.8% | Added |
| JB Capital LLC | 13,998 | $722.1K | 0.03% | +2,465+21.4% | Added |
| William B. Walkup & Associates, Inc. | 14,020 | $723.3K | 0.39% | +192+1.4% | Added |
| Wealth Dimensions Group, Ltd. | 14,057 | $725.2K | 0.15% | −142−1.0% | Reduced |
| PFC Capital Group, Inc. | 14,081 | $726.0K | 0.31% | +240+1.7% | Added |
| Sunpointe, LLC | 14,105 | $727.7K | 0.26% | −400−2.8% | Reduced |
| Waldron Private Wealth LLC | 14,122 | $728.6K | 0.03% | +527+3.9% | Added |
| Opal Wealth Advisors, LLC | 14,167 | $730.9K | 0.20% | −1,774−11.1% | Reduced |
| City State Bank | 14,206 | $732.9K | 0.21% | −500−3.4% | Reduced |
| Cambria Investment Management, L.P. | 14,230 | $734.1K | 0.04% | +14,230 | New |
| Signature Estate & Investment Advisors LLC | 14,240 | $734.6K | 0.02% | +1,764+14.1% | Added |
| Toth Financial Advisory Corp | 14,262 | $735.8K | 0.08% | +3,428+31.6% | Added |
| WoodTrust Financial Corp | 14,292 | $737.0K | 0.09% | −113,510−88.8% | Reduced |
| Fiduciary Financial Group, LLC | 14,294 | $737.4K | 0.12% | +390+2.8% | Added |
| Northern Financial Advisors Inc | 14,303 | $737.9K | 0.39% | +258+1.8% | Added |
| Retirement Planning Group | 14,307 | $738.1K | 0.03% | +3,417+31.4% | Added |
| Inspirion Wealth Advisors, LLC | 18,601 | $738.1K | 0.10% | +9,673+108.3% | Added |
| Petix & Botte Co | 14,334 | $739.5K | 0.17% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 14,350 | $740.3K | 0.21% | +4,450+44.9% | Added |
| Alliance Wealth Advisors, LLC | 14,376 | $741.7K | 0.37% | +69+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 14,378 | $741.8K | 0.67% | −200−1.4% | Reduced |
| First Heartland Consultants, Inc. | 14,392 | $742.5K | 0.06% | +62+0.4% | Added |
| Alexander Labrunerie & Co., Inc. | 14,397 | $742.7K | 0.27% | −212−1.5% | Reduced |
| Magnolia Capital Advisors LLC | 14,421 | $744.0K | 0.19% | +70.0% | Added |
| United Community Bank | 14,432 | $744.5K | 0.23% | −1,125−7.2% | Reduced |
| Cheviot Value Management, LLC | 14,091 | $745.0K | 0.08% | −50−0.4% | Reduced |
| Thrive Capital Management, LLC | 14,441 | $745.0K | 0.19% | +1,302+9.9% | Added |
| Marino, Stram & Associates LLC | 14,495 | $747.8K | 0.13% | +603+4.3% | Added |
| Johnson Financial Group, Inc. | 14,496 | $747.9K | 0.03% | +1,305+9.9% | Added |
| Berger Financial Group, Inc | 14,538 | $750.0K | 0.04% | +327+2.3% | Added |
| Ascent Wealth Partners, LLC | 14,637 | $755.1K | 0.09% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 14,640 | $755.3K | 0.04% | −1,117−7.1% | Reduced |
| New Hampshire Trust | 14,667 | $756.7K | 0.15% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 14,674 | $757.0K | 0.66% | +2,045+16.2% | Added |
| Leslie Global Wealth, LLC | 14,698 | $758.3K | 0.36% | +341+2.4% | Added |
| Revolve Wealth Partners, LLC | 14,731 | $760.0K | 0.09% | +1,098+8.1% | Added |
| Wellspring Financial Advisors, LLC | 14,737 | $760.3K | 0.07% | −3,735−20.2% | Reduced |
| JGP Wealth Management, LLC | 15,124 | $763.5K | 0.08% | +2,538+20.2% | Added |
| Patron Partners Advisors, LLC | 14,811 | $764.1K | 0.35% | +1,412+10.5% | Added |
| Headinvest, LLC | 14,817 | $764.4K | 0.16% | −650−4.2% | Reduced |
| Tiemann Investment Advisors, LLC | 14,825 | $764.8K | 0.29% | −275−1.8% | Reduced |
| Frisch Financial Group, Inc. | 14,838 | $765.5K | 0.18% | +290+2.0% | Added |
| Caliber Wealth Management, LLC | 14,898 | $768.6K | 0.09% | −2,787−15.8% | Reduced |
| Castle Rock Wealth Management, LLC | 15,250 | $768.7K | 0.17% | +1,349+9.7% | Added |
| Volterra Technologies LP | 14,922 | $769.8K | 0.51% | +14,922 | New |
| Gerber Kawasaki Wealth & Investment Management | 14,933 | $770.4K | 0.03% | +1,158+8.4% | Added |
| Southeast Asset Advisors Inc. | 14,973 | $772.5K | 0.08% | −187−1.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 15,000 | $773.9K | 0.06% | −60,000−80.0% | Reduced |
| Hedges Asset Management LLC | 15,000 | $773.9K | 0.59% | 00.0% | Unchanged |
| Ulysses Management LLC | 15,000 | $773.9K | 0.18% | +15,000 | New |
| Altiora Financial Group, LLC | 15,010 | $774.4K | 0.14% | 00.0% | Unchanged |
| American National Bank | 15,047 | $776.3K | 0.08% | −12,100−44.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,062 | $777.0K | 0.42% | +221+1.5% | Added |
| Trust Co of Toledo NA | 15,065 | $777.2K | 0.08% | +1,000+7.1% | Added |
| Paladin Wealth, LLC | 15,068 | $777.4K | 0.56% | −490−3.1% | Reduced |
| Benin Management CORP | 15,069 | $777.4K | 0.18% | −20−0.1% | Reduced |
| Enterprise Financial Services Corp | 15,101 | $779.1K | 0.40% | −1,025−6.4% | Reduced |
| Spinnaker Trust | 15,111 | $779.6K | 0.04% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 15,121 | $780.1K | 0.23% | −17−0.1% | Reduced |
| Tompkins Financial Corp | 15,124 | $780.2K | 0.07% | +8,300+121.6% | Added |
| Colonial Trust Co | 15,128 | $780.5K | 0.11% | +735+5.1% | Added |
| Gifford Fong Associates | 15,147 | $781.0K | 0.16% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 15,159 | $782.1K | 0.32% | +15,159 | New |
| McIlrath & Eck, LLC | 15,164 | $782.3K | 0.08% | −1,099−6.8% | Reduced |
| Unique Wealth Strategies, LLC | 15,201 | $784.2K | 0.31% | −674−4.2% | Reduced |
| Argent Advisors, Inc. | 15,217 | $785.0K | 0.23% | +2,401+18.7% | Added |
| M3 Advisory Group, LLC | 15,232 | $785.8K | 0.49% | +176+1.2% | Added |
| Blossom Wealth Management | 15,257 | $787.1K | 1.27% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 15,264 | $787.5K | 0.60% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15,326 | $790.7K | 0.11% | −9,806−39.0% | Reduced |
| Coign Capital Advisors LLC | 15,353 | $792.1K | 0.44% | +534+3.6% | Added |
| Summit Financial Wealth Advisors, LLC | 15,642 | $792.7K | 0.12% | +1,177+8.1% | Added |
| Accel Wealth Management | 15,367 | $792.8K | 0.23% | −786−4.9% | Reduced |
| Lakeshore Capital Group, Inc. | 15,375 | $793.2K | 0.64% | +255+1.7% | Added |
| Boreal Capital Management LLC | 15,393 | $794.1K | 0.64% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 15,413 | $795.2K | 0.12% | +542+3.6% | Added |
| BCJ Capital Management, LLC | 15,437 | $796.4K | 0.05% | +3,418+28.4% | Added |
| Humankind Investments LLC | 15,455 | $797.3K | 0.18% | −120−0.8% | Reduced |
| Arbor Investment Advisors, LLC | 15,477 | $798.4K | 0.10% | +7,251+88.1% | Added |
| Albert D Mason Inc | 15,484 | $798.8K | 0.52% | +67+0.4% | Added |
| QTR Family Wealth, LLC | 15,487 | $799.0K | 0.38% | +2,152+16.1% | Added |
| Wescott Financial Advisory Group, LLC | 15,531 | $801.2K | 0.07% | +219+1.4% | Added |
| Old Point Trust & Financial Services N A | 15,532 | $801.3K | 0.26% | −450−2.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 15,543 | $801.9K | 0.20% | 00.0% | Unchanged |
| Bank of Stockton | 15,578 | $803.7K | 0.23% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15,581 | $803.8K | 0.08% | +242+1.6% | Added |
| TAGStone Capital, Inc. | 15,599 | $804.7K | 0.32% | +96+0.6% | Added |
| Knollwood Investment Advisory, LLC | 15,638 | $806.8K | 0.07% | 00.0% | Unchanged |
| Sky Investment Group LLC | 15,654 | $807.6K | 0.14% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 15,950 | $808.0K | 0.49% | +231+1.5% | Added |
| Guyasuta Investment Advisors Inc | 15,692 | $809.5K | 0.05% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 15,703 | $810.1K | 0.34% | −812−4.9% | Reduced |
| Private Wealth Advisors | 15,721 | $811.1K | 0.31% | −72−0.5% | Reduced |
| Howard Capital Management Group, LLC | 15,746 | $812.3K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 15,760 | $813.1K | 0.16% | +3,584+29.4% | Added |