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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 48,065 | $2.48M | 0.19% | +8,951+22.9% | Added |
| Excalibur Management Corp | 48,137 | $2.48M | 0.90% | −203−0.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 48,427 | $2.50M | 1.26% | +37,832+357.1% | Added |
| Palumbo Wealth Management LLC | 51,173 | $2.50M | 0.80% | +493+1.0% | Added |
| Precedent Wealth Partners, LLC | 48,760 | $2.52M | 0.55% | +2,594+5.6% | Added |
| SummitTX Capital, L.P. | 49,044 | $2.53M | 0.11% | −154,019−75.8% | Reduced |
| Boston Trust Walden Corp | 49,300 | $2.54M | 0.02% | +694+1.4% | Added |
| Focus Financial Network, Inc. | 49,313 | $2.54M | 0.09% | −4,706−8.7% | Reduced |
| Stratos Wealth Advisors, LLC | 49,326 | $2.54M | 0.12% | +3,223+7.0% | Added |
| Palogic Value Management, L.P. | 49,464 | $2.55M | 1.08% | +253+0.5% | Added |
| Portfolio Design Labs, LLC | 49,479 | $2.55M | 0.44% | +19,823+66.8% | Added |
| Midwest Trust Co | 49,482 | $2.55M | 0.03% | −5,668−10.3% | Reduced |
| Beacon Financial Group | 49,512 | $2.55M | 0.25% | +36+0.1% | Added |
| LJI Wealth Management, LLC | 49,525 | $2.55M | 0.45% | −1,088−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 49,586 | $2.56M | 0.03% | +3,136+6.8% | Added |
| Fayez Sarofim & Co | 49,666 | $2.56M | 0.01% | −153−0.3% | Reduced |
| Graham Capital Management, L.P. | 49,708 | $2.56M | 0.09% | −138,239−73.6% | Reduced |
| NVWM, LLC | 49,709 | $2.56M | 0.58% | −322−0.6% | Reduced |
| Lodestone Wealth Management LLC | 49,893 | $2.57M | 1.16% | −34,115−40.6% | Reduced |
| Chou Associates Management Inc.SuperinvestorChou Associates | 50,000 | $2.58M | 1.24% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 50,006 | $2.58M | 0.99% | +59+0.1% | Added |
| Guardian Wealth Advisors, LLC | 50,500 | $2.61M | 0.17% | +20.0% | Added |
| MTM Investment Management, LLC | 50,535 | $2.61M | 0.83% | +569+1.1% | Added |
| Okabena Investment Services Inc | 50,546 | $2.61M | 0.51% | +23,997+90.4% | Added |
| 3Chopt Investment Partners, LLC | 50,693 | $2.62M | 0.60% | −376−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 50,746 | $2.62M | 0.31% | +17,394+52.2% | Added |
| Clifford Swan Investment Counsel LLC | 50,780 | $2.62M | 0.09% | −10.0% | Reduced |
| Probity Advisors, Inc. | 50,862 | $2.62M | 0.43% | −1,429−2.7% | Reduced |
| Independence Bank of Kentucky | 50,910 | $2.63M | 0.34% | −391−0.8% | Reduced |
| Quest Partners LLC | 50,985 | $2.63M | 0.17% | +50,985 | New |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 51,000 | $2.63M | 1.06% | +13,000+34.2% | Added |
| Clarius Group, LLC | 51,015 | $2.63M | 0.16% | −25,430−33.3% | Reduced |
| Ullmann Financial Group, Inc. | 51,140 | $2.64M | 0.29% | −2,000−3.8% | Reduced |
| Cumberland Advisors Inc | 51,200 | $2.64M | 1.01% | 00.0% | Unchanged |
| Gries Financial LLC | 51,283 | $2.65M | 0.42% | +1,923+3.9% | Added |
| Evercore Wealth Management, LLC | 51,314 | $2.65M | 0.04% | +2,290+4.7% | Added |
| Secure Asset Management, LLC | 52,381 | $2.65M | 0.44% | +5,726+12.3% | Added |
| Howard Capital Management Inc. | 51,476 | $2.66M | 0.04% | +4,284+9.1% | Added |
| Ransom Advisory, Ltd | 51,524 | $2.66M | 1.20% | −525−1.0% | Reduced |
| Kennedy Investment Group | 51,663 | $2.67M | 1.06% | −1,288−2.4% | Reduced |
| Octavia Wealth Advisors, LLC | 51,721 | $2.67M | 0.27% | −600−1.1% | Reduced |
| NTV Asset Management LLC | 51,743 | $2.67M | 0.29% | −1,164−2.2% | Reduced |
| HCR Wealth Advisors | 52,962 | $2.67M | 0.28% | +190.0% | Added |
| Shell Asset Management Co | 51,974 | $2.68M | 0.27% | −46,696−47.3% | Reduced |
| Journey Strategic Wealth LLC | 52,165 | $2.69M | 0.08% | +2,216+4.4% | Added |
| Bank of New Hampshire | 52,548 | $2.71M | 0.62% | −2,339−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 51,278 | $2.71M | 0.07% | +2,065+4.2% | Added |
| Bridges Investment Management Inc | 52,610 | $2.71M | 0.03% | +186+0.4% | Added |
| Alpha Cubed Investments, LLC | 52,611 | $2.71M | 0.09% | −1,439−2.7% | Reduced |
| Hourglass Capital, LLC | 52,687 | $2.72M | 0.61% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 52,864 | $2.73M | 0.38% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 52,909 | $2.73M | 0.59% | −170.0% | Reduced |
| Bryn Mawr Trust Co | 53,277 | $2.75M | 0.07% | −80,261−60.1% | Reduced |
| FORA Capital, LLC | 53,360 | $2.75M | 0.49% | +53,360 | New |
| Vectors Research Management, LLC | 53,399 | $2.75M | 0.87% | +28,399+113.6% | Added |
| Stock Yards Bank & Trust Co | 53,404 | $2.76M | 0.09% | −5,734−9.7% | Reduced |
| Hudson Canyon Capital Management | 51,521 | $2.76M | 1.58% | −1,758−3.3% | Reduced |
| VCI Wealth Management LLC | 53,512 | $2.76M | 0.84% | +11,474+27.3% | Added |
| Pasadena Private Wealth, LLC | 53,646 | $2.77M | 0.40% | +17,380+47.9% | Added |
| Neville Rodie & Shaw Inc | 53,818 | $2.78M | 0.20% | −1,300−2.4% | Reduced |
| Foundations Investment Advisors, LLC | 53,813 | $2.78M | 0.04% | +1,752+3.4% | Added |
| Hartford Financial Management Inc. | 53,884 | $2.78M | 0.74% | +7,294+15.7% | Added |
| Piscataqua Savings Bank | 53,895 | $2.78M | 2.17% | −1,009−1.8% | Reduced |
| Jeppson Wealth Management, LLC | 53,928 | $2.78M | 0.89% | −1,537−2.8% | Reduced |
| Clarkston Capital Partners, LLC | 54,000 | $2.79M | 0.06% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 54,009 | $2.79M | 1.50% | −134−0.2% | Reduced |
| Klingenstein Fields & Co LP | 54,023 | $2.79M | 0.11% | −17,396−24.4% | Reduced |
| Adell Harriman & Carpenter Inc | 54,154 | $2.79M | 0.17% | +1,239+2.3% | Added |
| Lafayette Investments, Inc. | 54,277 | $2.80M | 0.54% | +60+0.1% | Added |
| Financial Advisory Service, Inc. | 54,436 | $2.81M | 0.19% | +242+0.4% | Added |
| Advisors Preferred, LLC | 55,500 | $2.81M | 0.42% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 53,746 | $2.82M | 0.31% | +21,147+64.9% | Added |
| Hexagon Capital Partners LLC | 54,672 | $2.82M | 0.57% | +74+0.1% | Added |
| Capital Planning Advisors, LLC | 54,697 | $2.82M | 0.39% | +33,337+156.1% | Added |
| Arete Wealth Advisors, LLC | 54,890 | $2.83M | 0.18% | +508+0.9% | Added |
| Aull & Monroe Investment Management Corp | 54,914 | $2.83M | 1.45% | −2,732−4.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 54,984 | $2.84M | 0.42% | +77+0.1% | Added |
| Studio Investment Management LLC | 54,988 | $2.84M | 0.54% | −1,544−2.7% | Reduced |
| Birch Financial Group, LLC | 55,304 | $2.85M | 1.68% | +45,768+479.9% | Added |
| AlTi Global, Inc. | 55,398 | $2.86M | 0.07% | +2,106+4.0% | Added |
| Summitry LLC | 55,492 | $2.86M | 0.12% | +41,789+305.0% | Added |
| Quadcap Wealth Management, LLC | 55,576 | $2.87M | 0.34% | +320+0.6% | Added |
| Fulcrum Asset Management LLP | 55,604 | $2.87M | 0.80% | −1,545−2.7% | Reduced |
| Calamos Wealth Management LLC | 55,705 | $2.87M | 0.10% | +2,412+4.5% | Added |
| Daymark Wealth Partners, LLC | 55,717 | $2.87M | 0.10% | −5,198−8.5% | Reduced |
| Avestar Capital, LLC | 55,733 | $2.88M | 0.21% | −495−0.9% | Reduced |
| Cumberland Partners Ltd | 55,735 | $2.88M | 0.19% | −28,700−34.0% | Reduced |
| Mayflower Financial Advisors, LLC | 55,908 | $2.88M | 0.36% | +1,955+3.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 56,021 | $2.89M | 1.86% | −1,935−3.3% | Reduced |
| One Charles Private Wealth Services, LLC | 56,092 | $2.89M | 0.76% | −1,441−2.5% | Reduced |
| Smith Shellnut Wilson LLC | 56,128 | $2.90M | 1.11% | +62+0.1% | Added |
| Viawealth, LLC | 56,144 | $2.90M | 1.58% | +645+1.2% | Added |
| Poehling Capital Management, LLC | 56,499 | $2.91M | 0.61% | −106−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 56,704 | $2.93M | 1.24% | −507−0.9% | Reduced |
| Old National Bancorp | 56,808 | $2.93M | 0.05% | −5,224−8.4% | Reduced |
| Ossiam | 56,832 | $2.93M | 0.04% | −82,618−59.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 56,877 | $2.93M | 0.68% | −883−1.5% | Reduced |
| DSG Capital Advisors, LLC | 56,994 | $2.94M | 0.47% | +56,994 | New |
| L2 Asset Management, LLC | 57,029 | $2.94M | 0.43% | +464+0.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 56,048 | $2.96M | 0.48% | +510+0.9% | Added |