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 |
|---|---|---|---|---|---|
| Westhampton Capital, LLC | 18,427 | $950.6K | 0.46% | 00.0% | Unchanged |
| JNBA Financial Advisors | 18,477 | $953.3K | 0.09% | −419−2.2% | Reduced |
| Cypress Asset Management Inc | 18,492 | $954.0K | 0.22% | +290+1.6% | Added |
| Cottage Street Advisors LLC | 18,537 | $954.1K | 0.41% | +40.0% | Added |
| Burkett Financial Services, LLC | 18,514 | $955.2K | 0.33% | −60.0% | Reduced |
| Waterfront Wealth Inc. | 18,719 | $955.2K | 0.20% | +242+1.3% | Added |
| Capital Performance Advisors LLP | 18,521 | $955.5K | 0.16% | +885+5.0% | Added |
| Beirne Wealth Consulting Services, LLC | 18,527 | $955.9K | 0.23% | +7,559+68.9% | Added |
| Driehaus Capital Management LLC | 18,566 | $957.8K | 0.01% | +4,745+34.3% | Added |
| Natural Investments, LLC | 18,570 | $958.0K | 0.24% | +27+0.1% | Added |
| Key Financial Inc | 18,947 | $960.2K | 0.18% | −2,240−10.6% | Reduced |
| Creative Financial Designs Inc | 18,621 | $960.7K | 0.06% | −6,649−26.3% | Reduced |
| Confluence Wealth Services, Inc. | 18,623 | $960.7K | 0.05% | +369+2.0% | Added |
| Crux Wealth Advisors | 18,715 | $965.5K | 0.38% | −89−0.5% | Reduced |
| Lantz Financial LLC | 18,730 | $966.3K | 0.21% | +3,536+23.3% | Added |
| Evelyn Partners Asset Management Ltd | 18,730 | $966.3K | 0.22% | −298−1.6% | Reduced |
| Onefund, LLC | 18,804 | $970.1K | 0.62% | +749+4.1% | Added |
| WSFS Capital Management, LLC | 18,858 | $972.9K | 0.05% | +1,020+5.7% | Added |
| Pine Valley Investments Ltd Liability Co | 18,923 | $976.2K | 0.05% | +221+1.2% | Added |
| Garrison Point Advisors, LLC | 18,934 | $976.8K | 0.41% | +10.0% | Added |
| Columbia Asset Management | 18,948 | $977.5K | 0.18% | −647−3.3% | Reduced |
| Zhang Financial LLC | 18,991 | $979.7K | 0.04% | −244−1.3% | Reduced |
| Jordan Park Group LLC | 19,000 | $980.2K | 0.06% | 00.0% | Unchanged |
| X-Square Capital, LLC | 19,018 | $981.0K | 0.31% | +39+0.2% | Added |
| Icapital Wealth LLC | 19,031 | $981.8K | 0.54% | 00.0% | Unchanged |
| Platform Technology Partners | 19,119 | $986.4K | 0.24% | +47+0.2% | Added |
| Finivi Inc. | 19,153 | $988.1K | 0.63% | +91+0.5% | Added |
| B&L Asset Management LLC | 19,171 | $989.0K | 0.51% | +740+4.0% | Added |
| Drive Wealth Management, LLC | 19,199 | $990.5K | 0.21% | +337+1.8% | Added |
| Steele Capital Management, Inc. | 19,199 | $990.5K | 0.04% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 19,212 | $991.2K | 0.21% | +233+1.2% | Added |
| Foster & Motley Inc | 19,226 | $992.0K | 0.05% | +354+1.9% | Added |
| SkyView Investment Advisors, LLC | 19,329 | $997.0K | 0.13% | −269−1.4% | Reduced |
| Bank of Jackson Hole Trust | 19,358 | $998.7K | 0.50% | +315+1.7% | Added |
| Marshall Financial Group LLC | 19,369 | $999.2K | 0.19% | +165+0.9% | Added |
| Circle Wealth Management, LLC | 19,382 | $999.9K | 0.02% | +30.0% | Added |
| Neo Ivy Capital Management | 19,392 | $1.00M | 0.24% | −3,432−15.0% | Reduced |
| Heritage Wealth Advisors | 19,424 | $1.00M | 0.04% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 19,431 | $1.00M | 0.18% | −225−1.1% | Reduced |
| Whitener Capital Management, Inc. | 19,435 | $1.00M | 0.24% | +1,300+7.2% | Added |
| Opinicus Capital, Inc. | 19,440 | $1.00M | 0.69% | −435−2.2% | Reduced |
| AdvisorNet Financial, Inc | 19,486 | $1.01M | 0.06% | −738−3.6% | Reduced |
| Baldwin Investment Management, LLC | 19,495 | $1.01M | 0.12% | +95+0.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,498 | $1.01M | 0.12% | +3,320+20.5% | Added |
| Kearns & Associates LLC | 19,500 | $1.01M | 0.53% | 00.0% | Unchanged |
| Crewe Advisors LLC | 19,508 | $1.01M | 0.10% | +19,508 | New |
| Cary Street Partner Investment Advisory LLC | 19,547 | $1.01M | 0.42% | +3,186+19.5% | Added |
| Sax Wealth Advisors, LLC | 19,569 | $1.01M | 0.05% | −5,091−20.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 84,434 | $1.01M | 0.05% | −163,956−66.0% | Reduced |
| Seven Mile Advisory | 19,617 | $1.01M | 0.16% | +5,658+40.5% | Added |
| Bell Bank | 19,622 | $1.01M | 0.04% | −495−2.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 19,660 | $1.01M | 0.56% | −970−4.7% | Reduced |
| Addison Advisors LLC | 19,672 | $1.01M | 0.24% | +2,315+13.3% | Added |
| Denali Advisors LLC | 19,700 | $1.02M | 0.11% | −800−3.9% | Reduced |
| Hayek Kallen Investment Management | 19,717 | $1.02M | 0.32% | +216+1.1% | Added |
| AGH Wealth Advisors, LLC | 19,720 | $1.02M | 0.75% | +2,387+13.8% | Added |
| Kavar Capital Partners Group, LLC | 19,732 | $1.02M | 0.14% | +10.0% | Added |
| Jmac Enterprises LLC | 19,743 | $1.02M | 0.20% | +30.0% | Added |
| Midland Wealth Advisors LLC | 19,773 | $1.02M | 0.05% | −3,743−15.9% | Reduced |
| Evernest Financial Advisors, LLC | 19,889 | $1.03M | 0.29% | −49−0.2% | Reduced |
| WNY Asset Management, LLC | 19,921 | $1.03M | 0.10% | −257−1.3% | Reduced |
| Zions Bancorporation, National Association | 19,991 | $1.03M | 0.05% | +6,173+44.7% | Added |
| MSA Advisors, LLC | 20,000 | $1.03M | 0.26% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20,000 | $1.03M | 0.46% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 20,000 | $1.03M | 0.07% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 20,032 | $1.03M | 0.82% | −1,084−5.1% | Reduced |
| Stableford Capital II LLC | 20,059 | $1.03M | 0.37% | −1,246−5.8% | Reduced |
| FourThought Financial Partners, LLC | 20,061 | $1.03M | 0.09% | −300−1.5% | Reduced |
| Meriwether Wealth & Planning, LLC | 20,068 | $1.04M | 0.60% | +595+3.1% | Added |
| Valmark Advisers, Inc. | 20,099 | $1.04M | 0.01% | +1,029+5.4% | Added |
| Petros Family Wealth, LLC | 20,124 | $1.04M | 0.87% | +453+2.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 20,168 | $1.04M | 0.30% | −1,316−6.1% | Reduced |
| Farringdon Capital, Ltd. | 20,197 | $1.04M | 0.26% | −3,602−15.1% | Reduced |
| Tudor Financial Inc. | 20,205 | $1.04M | 0.55% | +132+0.7% | Added |
| Operose Advisors LLC | 20,224 | $1.04M | 0.26% | −844−4.0% | Reduced |
| Crew Capital Management, Ltd. | 20,252 | $1.04M | 0.70% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 20,295 | $1.05M | 0.07% | −998−4.7% | Reduced |
| Orion Capital Management LLC | 20,333 | $1.05M | 0.37% | −2,679−11.6% | Reduced |
| BEAM Asset Management, LLC | 20,356 | $1.05M | 0.29% | −5,075−20.0% | Reduced |
| Wendell David Associates Inc | 20,385 | $1.05M | 0.10% | 00.0% | Unchanged |
| Cowa, LLC | 20,398 | $1.05M | 0.35% | −9,880−32.6% | Reduced |
| Rexford Capital Inc | 20,436 | $1.05M | 0.82% | +166+0.8% | Added |
| Bigelow Investment Advisors, LLC | 20,448 | $1.05M | 0.43% | +268+1.3% | Added |
| Impax Asset Management Group plc | 20,517 | $1.06M | 0.01% | +20,517 | New |
| Parisi Gray Wealth Management | 20,534 | $1.06M | 0.28% | +47+0.2% | Added |
| Councilmark Asset Management, LLC | 20,534 | $1.06M | 0.61% | 00.0% | Unchanged |
| Peoples Bank | 20,547 | $1.06M | 0.65% | +115+0.6% | Added |
| MidWestOne Financial Group, Inc. | 20,550 | $1.06M | 0.13% | −7,069−25.6% | Reduced |
| YHB Investment Advisors, Inc. | 20,552 | $1.06M | 0.08% | +361+1.8% | Added |
| Harbor Advisory Corp | 20,577 | $1.06M | 0.31% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 20,602 | $1.06M | 0.18% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20,671 | $1.07M | 0.11% | −1,950−8.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 20,688 | $1.07M | 0.46% | −480−2.3% | Reduced |
| QV Investors Inc. | 20,720 | $1.07M | 0.09% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 20,738 | $1.07M | 0.17% | +10.0% | Added |
| Renasant Bank | 20,746 | $1.07M | 0.68% | +30+0.1% | Added |
| Wolverine Trading, LLC | 20,423 | $1.07M | 0.02% | +20,423 | New |
| Integrated Investment Consultants, LLC | 20,762 | $1.07M | 0.18% | −8,272−28.5% | Reduced |
| Proffitt & Goodson Inc | 20,783 | $1.07M | 0.15% | −12,809−38.1% | Reduced |
| Heritage Wealth Management, Inc. | 20,786 | $1.07M | 0.31% | −147−0.7% | Reduced |