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; 3,619 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 | 3,619 | $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 |
|---|---|---|---|---|---|
| Morgan Dempsey Capital Management LLC | 635 | $32.8K | 0.01% | −165−20.6% | Reduced |
| Mascoma Wealth Management LLC | 647 | $33.4K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 690 | $35.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 690 | $35.6K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 706 | $36.4K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 707 | $36.5K | 0.00% | +707 | New |
| Peoples Financial Services Corp. | 708 | $36.5K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 719 | $37.1K | 0.01% | +362+101.4% | Added |
| Bare Financial Services, Inc | 724 | $37.4K | 0.01% | +472+187.3% | Added |
| Aventus Investment Advisors, Inc. | 740 | $38.2K | 0.03% | −105−12.4% | Reduced |
| Raffa Wealth Management, LLC | 745 | $38.4K | 0.01% | +120+19.2% | Added |
| Battery Global Advisors, LLC | 756 | $39.0K | 0.02% | +4+0.5% | Added |
| Highline Wealth Partners LLC | 767 | $39.6K | 0.01% | +146+23.5% | Added |
| Granite FO LLC | 772 | $39.8K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $40.0K | 0.02% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 780 | $40.2K | 0.58% | 00.0% | Unchanged |
| Robinswood Financial LLC | 795 | $41.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 816 | $42.1K | 0.02% | +312+61.9% | Added |
| Red Tortoise LLC | 830 | $42.8K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 826 | $43.2K | 0.06% | +826 | New |
| Hughes Financial Services, LLC | 810 | $43.3K | 0.01% | −2,348−74.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 839 | $43.3K | 0.01% | −9,190−91.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 862 | $44.5K | 0.02% | −87−9.2% | Reduced |
| Sagard Holdings Management Inc. | 897 | $46.3K | 0.23% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 914 | $47.1K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 937 | $48.3K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 942 | $48.6K | 0.03% | +1+0.1% | Added |
| Dogwood Wealth Management LLC | 948 | $48.9K | 0.02% | +130+15.9% | Added |
| VSM Wealth Advisory, LLC | 981 | $50.6K | 0.02% | −696−41.5% | Reduced |
| High Note Wealth, LLC | 986 | $50.9K | 0.01% | +18+1.9% | Added |
| First Community Trust NA | 1,000 | $51.6K | 0.04% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 1,000 | $51.6K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,003 | $51.7K | 0.05% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,006 | $51.9K | 0.03% | 00.0% | Unchanged |
| University of Illinois Foundation | 1,000 | $52.3K | 0.02% | −54−5.1% | Reduced |
| Perkins Coie Trust Co | 1,017 | $52.5K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,064 | $54.9K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 1,075 | $55.4K | 0.01% | +1,075 | New |
| Davis Capital Management | 1,077 | $55.6K | 0.04% | +1,077 | New |
| HighMark Wealth Management LLC | 1,093 | $56.4K | 0.02% | −15−1.4% | Reduced |
| Noble Wealth Management PBC | 1,095 | $56.5K | 0.03% | +1,095 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $57.0K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,122 | $57.9K | 0.05% | −19−1.7% | Reduced |
| Cranbrook Wealth Management, LLC | 1,196 | $61.7K | 0.01% | +414+52.9% | Added |
| Cloud Capital Management, LLC | 1,215 | $62.0K | 0.03% | +1,215 | New |
| Balentine LLC | 1,236 | $63.8K | 0.00% | +1,236 | New |
| Loomis Sayles & Co L P | 1,237 | $63.8K | 0.00% | +21+1.7% | Added |
| LOM Asset Management Ltd | 1,250 | $64.0K | 0.02% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1,278 | $65.9K | 0.04% | +1,278 | New |
| Clal Insurance Enterprises Holdings Ltd | 1,292 | $67.0K | 0.00% | −24−1.8% | Reduced |
| Broadwater Capital Management LLC | 1,332 | $68.7K | 0.05% | −61,698−97.9% | Reduced |
| Prudent Man Investment Management, Inc. | 1,580 | $69.4K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,361 | $70.2K | 0.03% | +25+1.9% | Added |
| Financial Freedom, LLC | 1,394 | $71.9K | 0.04% | +5+0.4% | Added |
| Hopwood Financial Services, Inc. | 1,400 | $72.2K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,422 | $73.4K | 0.03% | +187+15.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,427 | $73.6K | 0.01% | +1+0.1% | Added |
| Meeder Asset Management Inc | 1,448 | $74.7K | 0.00% | −2,656−64.7% | Reduced |
| Keener Financial Planning LLC | 1,454 | $75.0K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 1,455 | $75.1K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 1,463 | $75.5K | 0.04% | +31+2.2% | Added |
| Trust Co | 1,502 | $77.5K | 0.01% | −933−38.3% | Reduced |
| True Wealth Design, LLC | 1,506 | $77.7K | 0.02% | +915+154.8% | Added |
| Peck Wealth Management, LLC | 1,550 | $80.0K | 0.08% | +1,550 | New |
| Birchbrook, Inc. | 1,567 | $80.8K | 0.04% | +1+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 1,592 | $82.1K | 0.04% | −115−6.7% | Reduced |
| Hurley Capital, LLC | 1,617 | $83.4K | 0.05% | +15+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,636 | $84.4K | 0.01% | +343+26.5% | Added |
| Wealth Watch Advisors, INC | 1,643 | $84.8K | 0.03% | +1,643 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1,646 | $84.9K | 0.05% | +1,646 | New |
| Pittenger & Anderson Inc | 1,676 | $86.5K | 0.00% | +76+4.8% | Added |
| Winch Advisory Services, LLC | 1,714 | $88.4K | 0.02% | +8+0.5% | Added |
| Manitou Investment Management Ltd. | 1,725 | $89.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,727 | $89.1K | 0.02% | 00.0% | Unchanged |
| Guerra Advisors Inc | 1,734 | $89.5K | 0.03% | +1,734 | New |
| JPL Wealth Management, LLC | 1,742 | $89.9K | 0.02% | +1,742 | New |
| West Oak Capital, LLC | 1,810 | $93.4K | 0.04% | −975−35.0% | Reduced |
| TD Capital Management LLC | 1,821 | $93.9K | 0.01% | +6+0.3% | Added |
| Country Trust Bank | 1,826 | $94.2K | 0.00% | +396+27.7% | Added |
| Signature Resources Capital Management, LLC | 1,866 | $96.3K | 0.05% | −41−2.1% | Reduced |
| Rialto Wealth Management, LLC | 1,877 | $96.8K | 0.02% | +27+1.5% | Added |
| DHJJ Financial Advisors, Ltd. | 1,888 | $97.4K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,894 | $97.7K | 0.11% | +98+5.5% | Added |
| Bell Investment Advisors, Inc | 1,909 | $98.5K | 0.02% | −49−2.5% | Reduced |
| S&T Bank | 1,954 | $100.8K | 0.03% | +26+1.3% | Added |
| Pandora Wealth, Inc. | 2,000 | $103.2K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 2,007 | $103.5K | 0.01% | +185+10.2% | Added |
| Core Alternative Capital | 2,024 | $104.4K | 0.03% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2,052 | $105.8K | 0.07% | +3+0.1% | Added |
| First Pacific Financial | 2,069 | $106.7K | 0.01% | +2+0.1% | Added |
| Tacita Capital Inc | 2,073 | $106.9K | 0.06% | −4,762−69.7% | Reduced |
| 1 North Wealth Services LLC | 2,089 | $107.8K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,097 | $108.2K | 0.01% | −646−23.6% | Reduced |
| DAGCO, Inc. | 2,128 | $109.8K | 0.03% | +3+0.1% | Added |
| Darwin Advisors, LLC | 2,130 | $109.9K | 0.03% | −130−5.8% | Reduced |
| Avion Wealth | 2,132 | $110.0K | 0.02% | +93+4.6% | Added |
| CNB Bank | 2,138 | $110.3K | 0.05% | +1,752+453.9% | Added |
| DiNuzzo Private Wealth, Inc. | 2,217 | $112.5K | 0.01% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 2,192 | $113.1K | 0.11% | +2,192 | New |
| Truvestments Capital LLC | 2,207 | $113.8K | 0.02% | +246+12.5% | Added |