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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 34,098 | $1.72M | 0.05% | +995+3.0% | Added |
| FSM Wealth Advisors, LLC | 33,404 | $1.72M | 0.24% | +3,733+12.6% | Added |
| Blue Capital, Inc. | 33,503 | $1.73M | 1.28% | +2,495+8.0% | Added |
| Advisory Research Inc | 33,517 | $1.73M | 0.23% | −1,295−3.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 33,600 | $1.73M | 0.12% | −4,444−11.7% | Reduced |
| David Loasby | 34,519 | $1.74M | 0.14% | −49−0.1% | Reduced |
| Integral Investment Advisors, Inc. | 33,683 | $1.74M | 0.47% | +562+1.7% | Added |
| Kiley Juergens Wealth Management, LLC | 33,766 | $1.74M | 0.38% | −3,771−10.0% | Reduced |
| Gratus Wealth Advisors, LLC | 33,934 | $1.75M | 0.25% | −176−0.5% | Reduced |
| CoreCap Advisors, LLC | 34,000 | $1.75M | 0.06% | −242−0.7% | Reduced |
| SPC Financial, Inc. | 34,015 | $1.75M | 0.14% | +1,840+5.7% | Added |
| Cooper Financial Group | 34,022 | $1.76M | 0.19% | −1,536−4.3% | Reduced |
| Johnson & White Wealth Management, LLC | 34,155 | $1.76M | 0.81% | −560−1.6% | Reduced |
| Wealth Management Associates, Inc. | 34,178 | $1.76M | 0.63% | −392−1.1% | Reduced |
| Legacy Advisors, LLC | 34,208 | $1.76M | 0.22% | +34,208 | New |
| Fee-Only Financial Planning, L.C. | 34,317 | $1.77M | 1.03% | −300−0.9% | Reduced |
| Campbell Newman Asset Management Inc | 34,350 | $1.77M | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 34,528 | $1.78M | 0.31% | −1,267−3.5% | Reduced |
| Herold Advisors, Inc. | 34,536 | $1.78M | 0.41% | −10,388−23.1% | Reduced |
| Orca Wealth Management, LLC | 34,840 | $1.80M | 1.36% | −496−1.4% | Reduced |
| Creekmur Asset Management LLC | 34,846 | $1.80M | 0.30% | +120+0.3% | Added |
| Quent Capital, LLC | 34,919 | $1.80M | 0.15% | +591+1.7% | Added |
| Catalyst Financial Partners LLC | 35,013 | $1.81M | 0.22% | +477+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 35,062 | $1.81M | 0.01% | −12,425−26.2% | Reduced |
| Chancellor Financial Group WB LP | 35,111 | $1.81M | 1.29% | −237−0.7% | Reduced |
| Canopy Partners, LLC | 35,141 | $1.81M | 0.61% | +917+2.7% | Added |
| Mill Capital Management, LLC | 35,152 | $1.81M | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 35,184 | $1.82M | 0.22% | +40+0.1% | Added |
| Mathes Company, Inc. | 35,200 | $1.82M | 0.65% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 35,245 | $1.82M | 0.44% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 35,448 | $1.83M | 0.07% | +16,884+91.0% | Added |
| Raelipskie Partnership | 35,457 | $1.83M | 0.79% | −30−0.1% | Reduced |
| Generation Capital Management LLC | 35,493 | $1.83M | 1.33% | −2,350−6.2% | Reduced |
| Schulhoff & Co Inc | 35,530 | $1.83M | 0.78% | −370−1.0% | Reduced |
| CX Institutional | 35,631 | $1.84M | 0.06% | +1,481+4.3% | Added |
| Rehmann Capital Advisory Group | 35,809 | $1.84M | 0.10% | −19,120−34.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 35,759 | $1.84M | 0.64% | −1,650−4.4% | Reduced |
| Mather Group, LLC. | 35,940 | $1.85M | 0.02% | +570+1.6% | Added |
| IFC Advisors LLC | 35,958 | $1.86M | 0.34% | +55+0.2% | Added |
| NCP Inc. | 36,061 | $1.86M | 1.38% | −209−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 36,133 | $1.86M | 0.13% | +30,385+528.6% | Added |
| Key Client Fiduciary Advisors, LLC | 36,148 | $1.86M | 0.63% | −368−1.0% | Reduced |
| First Dallas Securities Inc. | 36,274 | $1.87M | 0.70% | −4,688−11.4% | Reduced |
| SkyOak Wealth, LLC | 36,320 | $1.87M | 0.35% | 00.0% | Unchanged |
| Busey Wealth Management | 36,356 | $1.88M | 0.05% | −3,042−7.7% | Reduced |
| Paradigm Financial Partners, LLC | 36,362 | $1.88M | 0.19% | −1,447−3.8% | Reduced |
| Asset Dedication, LLC | 36,433 | $1.88M | 0.13% | −3,498−8.8% | Reduced |
| Fiduciary Family Office, LLC | 36,527 | $1.88M | 0.54% | −2,143−5.5% | Reduced |
| Jupiter Wealth Management LLC | 36,600 | $1.89M | 0.89% | +2,000+5.8% | Added |
| Blue Edge Capital, LLC | 36,630 | $1.89M | 0.27% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 36,094 | $1.90M | 0.14% | +2,081+6.1% | Added |
| Personal Cfo Solutions, LLC | 36,942 | $1.91M | 0.33% | +385+1.1% | Added |
| Cullen Investment Group, Ltd. | 37,645 | $1.91M | 0.25% | −1,515−3.9% | Reduced |
| Savvy Advisors, Inc. | 37,055 | $1.91M | 0.09% | −1,454−3.8% | Reduced |
| Diligent Investors, LLC | 37,066 | $1.91M | 0.48% | −24,971−40.3% | Reduced |
| Myriad Asset Management US LP | 37,119 | $1.91M | 1.04% | +37,119 | New |
| Oarsman Capital, Inc. | 37,185 | $1.92M | 0.27% | +642+1.8% | Added |
| Cardinal Point Capital Management, ULC | 38,156 | $1.92M | 0.13% | +12,871+50.9% | Added |
| Lake Street Financial LLC | 37,373 | $1.93M | 0.25% | +128+0.3% | Added |
| Sovereign Financial Group, Inc. | 37,411 | $1.93M | 0.36% | +119+0.3% | Added |
| IFG Advisory, LLC | 37,459 | $1.93M | 0.09% | +613+1.7% | Added |
| Private Wealth Asset Management, LLC | 37,587 | $1.94M | 0.23% | −5,576−12.9% | Reduced |
| Colonial Trust Advisors | 37,646 | $1.94M | 0.15% | −9,174−19.6% | Reduced |
| Everhart Financial Group, Inc. | 37,707 | $1.95M | 0.19% | +3,370+9.8% | Added |
| Nilsine Partners, LLC | 37,882 | $1.95M | 0.18% | +6,606+21.1% | Added |
| Altshuler Shaham Ltd | 37,898 | $1.96M | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 38,029 | $1.96M | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 38,127 | $1.97M | 0.50% | −758−1.9% | Reduced |
| Ausdal Financial Partners, Inc. | 38,182 | $1.97M | 0.10% | +13,081+52.1% | Added |
| TLWM | 38,288 | $1.98M | 0.36% | +2,173+6.0% | Added |
| Armis Advisers, LLC | 37,392 | $1.98M | 0.18% | +780+2.1% | Added |
| IMA Wealth, Inc. | 38,428 | $1.98M | 0.20% | 00.0% | Unchanged |
| Smithfield Trust Co | 38,384 | $1.98M | 0.09% | +1,437+3.9% | Added |
| Goldstone Financial Group, LLC | 38,445 | $1.98M | 0.23% | +8,004+26.3% | Added |
| Pinnacle Holdings, LLC | 38,448 | $1.98M | 0.69% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 38,472 | $1.98M | 0.06% | −3,363−8.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 38,474 | $1.98M | 0.66% | −286−0.7% | Reduced |
| Saiph Capital, LLC | 129,836 | $1.99M | 0.72% | +1,725+1.3% | Added |
| Chilton Investment Co LLC | 38,713 | $2.00M | 0.04% | +27,093+233.2% | Added |
| Coastline Trust Co | 38,851 | $2.00M | 0.22% | +294+0.8% | Added |
| Kathmere Capital Management, LLC | 38,854 | $2.00M | 0.14% | +2,987+8.3% | Added |
| Moloney Securities Asset Management, LLC | 38,867 | $2.01M | 0.24% | −4,025−9.4% | Reduced |
| Howland Capital Management LLC | 38,993 | $2.01M | 0.08% | +1,400+3.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 39,000 | $2.01M | 1.07% | −4,000−9.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 39,147 | $2.02M | 1.07% | −775−1.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 39,191 | $2.02M | 0.47% | −471−1.2% | Reduced |
| Baxter Bros Inc | 39,229 | $2.02M | 0.23% | −1,147−2.8% | Reduced |
| Stonegate Investment Group, LLC | 39,245 | $2.02M | 0.05% | −726−1.8% | Reduced |
| OneAscent Financial Services LLC | 39,360 | $2.03M | 0.14% | +1,553+4.1% | Added |
| Woodward Diversified Capital, LLC | 39,376 | $2.03M | 0.95% | −168−0.4% | Reduced |
| Boomfish Wealth Group, LLC | 39,537 | $2.04M | 1.10% | −507−1.3% | Reduced |
| Aspen Grove Capital, LLC | 39,623 | $2.04M | 0.34% | −20,137−33.7% | Reduced |
| Global Financial Private Client, LLC | 39,639 | $2.04M | 0.73% | −1,188−2.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 39,660 | $2.05M | 0.06% | −3,414−7.9% | Reduced |
| Atlas Brown,Inc. | 39,713 | $2.05M | 0.61% | −732−1.8% | Reduced |
| Geneos Wealth Management Inc. | 39,866 | $2.06M | 0.05% | −20,810−34.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 39,942 | $2.06M | 0.53% | +186+0.5% | Added |
| Safeguard Investment Advisory Group, LLC | 39,993 | $2.06M | 0.51% | −683−1.7% | Reduced |
| Barbara Oil Co. | 40,000 | $2.06M | 0.77% | 00.0% | Unchanged |
| GAM Holding AG | 40,029 | $2.07M | 0.13% | +12,728+46.6% | Added |