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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 38,970 | $2.07M | 0.69% | −399−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 39,564 | $2.07M | 0.24% | +825+2.1% | Added |
| Hikari Power Ltd | 40,240 | $2.08M | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 40,369 | $2.08M | 0.17% | −78,587−66.1% | Reduced |
| LRI Investments, LLC | 40,412 | $2.08M | 0.17% | +5,273+15.0% | Added |
| Birmingham Capital Management Co Inc | 40,425 | $2.09M | 0.96% | −500−1.2% | Reduced |
| Angeles Wealth Management, LLC | 40,530 | $2.09M | 0.13% | +403+1.0% | Added |
| Perfromance Wealth Partners, LLC | 40,616 | $2.10M | 0.06% | +10,872+36.6% | Added |
| Breakwater Capital Group | 40,619 | $2.10M | 0.31% | −294−0.7% | Reduced |
| Capital Advisors Inc | 40,693 | $2.10M | 0.04% | −5,224−11.4% | Reduced |
| Transatlantique Private Wealth LLC | 40,720 | $2.10M | 0.69% | +2,665+7.0% | Added |
| Shufro Rose & Co LLC | 50,469 | $2.11M | 0.17% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 40,850 | $2.11M | 0.52% | 00.0% | Unchanged |
| LM Advisors LLC | 40,887 | $2.11M | 0.30% | −9,000−18.0% | Reduced |
| Appleton Partners Inc | 40,971 | $2.11M | 0.14% | −258−0.6% | Reduced |
| E&G Advisors, LP | 41,018 | $2.12M | 0.49% | −476−1.1% | Reduced |
| Inscription Capital, LLC | 41,036 | $2.12M | 0.23% | +1,162+2.9% | Added |
| Fragasso Group Inc. | 41,977 | $2.13M | 0.13% | −7,600−15.3% | Reduced |
| MONECO Advisors, LLC | 41,347 | $2.13M | 0.18% | +2,966+7.7% | Added |
| Investment Advisory Services Inc | 41,357 | $2.13M | 0.67% | −1,523−3.6% | Reduced |
| Summit Global Investments | 41,417 | $2.14M | 0.12% | −841−2.0% | Reduced |
| Cobblestone Capital Advisors LLC | 41,518 | $2.14M | 0.10% | +402+1.0% | Added |
| Cito Capital Group, LLC | 41,870 | $2.16M | 0.63% | −5,000−10.7% | Reduced |
| IMS Capital Management | 41,870 | $2.16M | 1.00% | −1,339−3.1% | Reduced |
| Stonegate Management LLC | 41,912 | $2.16M | 1.43% | +41,912 | New |
| Formidable Asset Management, LLC | 45,709 | $2.16M | 0.34% | −2,395−5.0% | Reduced |
| Greenfield Savings Bank | 41,939 | $2.16M | 0.91% | +431+1.0% | Added |
| Regal Investment Advisors LLC | 42,140 | $2.17M | 0.14% | +1,537+3.8% | Added |
| Brady Family Wealth, LLC | 42,151 | $2.17M | 0.67% | +20.0% | Added |
| Accurate Wealth Management, LLC | 43,454 | $2.17M | 0.29% | +4,723+12.2% | Added |
| EverSource Wealth Advisors, LLC | 42,160 | $2.18M | 0.09% | −1,042−2.4% | Reduced |
| TownSquare Capital, LLC | 42,221 | $2.18M | 0.33% | −21,218−33.4% | Reduced |
| Exencial Wealth Advisors, LLC | 42,231 | $2.18M | 0.07% | +2,033+5.1% | Added |
| Quotient Wealth Partners, LLC | 42,450 | $2.19M | 0.06% | +1,291+3.1% | Added |
| Gleason Group, Inc. | 42,490 | $2.19M | 0.22% | −48,563−53.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 42,510 | $2.19M | 0.10% | −75,988−64.1% | Reduced |
| Fort Sheridan Advisors LLC | 42,525 | $2.19M | 0.29% | −896−2.1% | Reduced |
| Ocean Capital Management, LLC | 42,549 | $2.20M | 0.44% | −1,866−4.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 42,650 | $2.20M | 0.04% | +36,671+613.3% | Added |
| Optiver Holding B.V. | 42,686 | $2.20M | 0.04% | +38,863+1,016.6% | Added |
| Visionary Wealth Advisors | 42,738 | $2.20M | 0.10% | +64+0.1% | Added |
| AXA S.A. | 42,746 | $2.21M | 1.11% | −731,888−94.5% | Reduced |
| GQG Partners LLC | 42,818 | $2.21M | 0.00% | +42,818 | New |
| Blue Fin Capital, Inc. | 42,829 | $2.21M | 0.35% | −1,261−2.9% | Reduced |
| Martin & Co Inc | 42,916 | $2.21M | 0.39% | −122−0.3% | Reduced |
| Claro Advisors LLC | 43,021 | $2.22M | 0.32% | +6,054+16.4% | Added |
| Financial Engines Advisors L.L.C. | 43,059 | $2.22M | 0.00% | +7,675+21.7% | Added |
| Westside Investment Management, Inc. | 43,307 | $2.22M | 0.36% | +58+0.1% | Added |
| Channing Global Advisors, LLC | 43,172 | $2.23M | 1.54% | −10,423−19.4% | Reduced |
| Falcon Wealth Planning | 43,213 | $2.23M | 0.20% | −1,109−2.5% | Reduced |
| White Pine Capital LLC | 43,348 | $2.24M | 0.64% | +500+1.2% | Added |
| Union Bancaire Privee, UBP SA | 43,385 | $2.25M | 0.05% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 43,574 | $2.25M | 0.83% | +485+1.1% | Added |
| Fortem Financial Group, LLC | 43,612 | $2.25M | 0.65% | +1,273+3.0% | Added |
| Wall Street Access Asset Management, LLC | 43,679 | $2.25M | 0.56% | +6,211+16.6% | Added |
| Retirement Planning Co of New England, Inc. | 43,761 | $2.26M | 0.91% | −233−0.5% | Reduced |
| AMG National Trust Bank | 43,920 | $2.27M | 0.06% | +558+1.3% | Added |
| KPP Advisory Services LLC | 43,939 | $2.27M | 0.34% | +689+1.6% | Added |
| Advisor OS, LLC | 43,946 | $2.27M | 0.20% | +3,989+10.0% | Added |
| Investors Asset Management of Georgia Inc | 44,044 | $2.27M | 0.97% | −96−0.2% | Reduced |
| Old Mission Investment Co LLC | 44,143 | $2.28M | 0.55% | +2,825+6.8% | Added |
| CenterBook Partners LP | 44,224 | $2.28M | 0.11% | −79−0.2% | Reduced |
| CRA Financial Services, LLC | 44,229 | $2.28M | 0.31% | −434−1.0% | Reduced |
| Ramirez Asset Management, Inc. | 44,272 | $2.28M | 0.32% | +675+1.5% | Added |
| Pure Financial Advisors, Inc. | 44,405 | $2.29M | 0.04% | +2,687+6.4% | Added |
| Sierra Summit Advisors LLC | 44,593 | $2.30M | 0.35% | +275+0.6% | Added |
| RB Capital Management, LLC | 44,660 | $2.30M | 0.48% | +1,009+2.3% | Added |
| Keel Point, LLC | 44,738 | $2.31M | 0.14% | +1,052+2.4% | Added |
| Banque Transatlantique SA | 45,000 | $2.32M | 0.06% | 00.0% | Unchanged |
| Twin Capital Management Inc | 45,119 | $2.33M | 0.29% | +259+0.6% | Added |
| American Capital Advisory, LLC | 45,214 | $2.33M | 1.08% | −522−1.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 45,220 | $2.33M | 1.34% | −100−0.2% | Reduced |
| Aviso Financial Inc. | 45,236 | $2.33M | 0.09% | +500+1.1% | Added |
| Wulff, Hansen & Co. | 45,253 | $2.33M | 2.01% | 00.0% | Unchanged |
| FLC Capital Advisors | 45,343 | $2.34M | 0.45% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45,621 | $2.35M | 0.70% | −217−0.5% | Reduced |
| Bridgewater Advisors Inc. | 44,232 | $2.36M | 0.16% | +560+1.3% | Added |
| Andra AP-fonden | 46,200 | $2.38M | 0.03% | +4,200+10.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 46,372 | $2.39M | 0.55% | −100−0.2% | Reduced |
| Sheets Smith Investment Management | 46,416 | $2.39M | 1.55% | +46,416 | New |
| Intellectus Partners, LLC | 46,505 | $2.40M | 0.46% | −4,361−8.6% | Reduced |
| Chapman Financial Group, LLC | 46,535 | $2.40M | 1.66% | −494−1.1% | Reduced |
| Summit Asset Management, LLC | 46,598 | $2.40M | 0.37% | +10.0% | Added |
| Pinnbrook Capital Management LP | 46,657 | $2.41M | 0.45% | +35,938+335.3% | Added |
| Weaver Capital Management LLC | 46,681 | $2.41M | 0.53% | +7,278+18.5% | Added |
| Buckley Wealth Management, LLC | 46,779 | $2.41M | 0.66% | −486−1.0% | Reduced |
| Prestige Wealth Management Group LLC | 46,794 | $2.41M | 0.47% | +880+1.9% | Added |
| Aire Advisors, LLC | 46,873 | $2.42M | 0.44% | +80.0% | Added |
| Register Financial Advisors LLC | 46,947 | $2.42M | 0.95% | −224−0.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 46,974 | $2.42M | 0.33% | +2,512+5.6% | Added |
| Carnegie Lake Advisors LLC | 47,059 | $2.43M | 0.93% | −1,355−2.8% | Reduced |
| Wynn Capital, LLC | 47,063 | $2.43M | 1.18% | +207+0.4% | Added |
| Washington Trust Bank | 47,302 | $2.44M | 0.18% | −2,245−4.5% | Reduced |
| Chapin Davis, Inc. | 47,328 | $2.44M | 0.60% | −1,082−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 47,382 | $2.44M | 0.31% | +1,069+2.3% | Added |
| Burke & Herbert Bank & Trust Co | 47,473 | $2.45M | 0.53% | 00.0% | Unchanged |
| Wittenberg Investment Management, Inc. | 47,664 | $2.46M | 0.98% | −1,000−2.1% | Reduced |
| MWA Asset Management | 47,729 | $2.46M | 1.36% | +616+1.3% | Added |
| Spire Wealth Management | 47,886 | $2.47M | 0.08% | −3,523−6.9% | Reduced |
| HMS Capital Management, LLC | 48,051 | $2.48M | 1.04% | +3,727+8.4% | Added |