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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 71,054 | $3.67M | 3.20% | −1,214−1.7% | Reduced |
| Charter Research & Investment Group, Inc. | 71,209 | $3.67M | 2.54% | −675−0.9% | Reduced |
| Davis Investment Partners, LLC | 72,540 | $3.68M | 1.25% | −3,486−4.6% | Reduced |
| Old West Investment Management, LLC | 71,334 | $3.68M | 0.84% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 71,443 | $3.69M | 0.24% | +336+0.5% | Added |
| Samalin Investment Counsel, LLC | 71,633 | $3.70M | 1.27% | +43,750+156.9% | Added |
| Sound View Wealth Advisors Group, LLC | 71,868 | $3.71M | 0.25% | −233−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 72,259 | $3.73M | 0.09% | +638+0.9% | Added |
| SBI Securities Co., Ltd. | 72,373 | $3.73M | 0.10% | −45,728−38.7% | Reduced |
| Hixon Zuercher, LLC | 72,601 | $3.75M | 1.14% | +2,954+4.2% | Added |
| South Dakota Investment Council | 72,994 | $3.77M | 0.07% | −8,800−10.8% | Reduced |
| World Equity Group, Inc. | 73,188 | $3.78M | 0.86% | +13,119+21.8% | Added |
| Modera Wealth Management, LLC | 73,427 | $3.79M | 0.04% | −11,842−13.9% | Reduced |
| Slagle Financial, LLC | 73,638 | $3.80M | 1.39% | +1,259+1.7% | Added |
| Paradigm Asset Management Co LLC | 73,925 | $3.81M | 0.88% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.82M | 1.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 76,086 | $3.83M | 0.78% | −386−0.5% | Reduced |
| Tower Bridge Advisors | 74,178 | $3.83M | 0.38% | +660+0.9% | Added |
| RMB Capital Management, LLC | 74,639 | $3.85M | 0.07% | +4,759+6.8% | Added |
| Tritonpoint Wealth, LLC | 74,739 | $3.86M | 0.33% | +4,449+6.3% | Added |
| Massachusetts Wealth Management | 74,962 | $3.87M | 1.92% | +3,725+5.2% | Added |
| Waycross Partners, LLC | 75,000 | $3.87M | 0.33% | +25,000+50.0% | Added |
| Aaron Wealth Advisors | 75,004 | $3.87M | 0.23% | +24,628+48.9% | Added |
| Ronald Blue Trust, Inc. | 75,424 | $3.89M | 0.04% | −1,208−1.6% | Reduced |
| Main Street Financial Solutions, LLC | 75,488 | $3.89M | 0.25% | +4,483+6.3% | Added |
| Owl Creek Asset Management, L.P. | 75,524 | $3.90M | 0.44% | +75,524 | New |
| Ironvine Capital Partners, LLC | 76,179 | $3.93M | 0.39% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 76,368 | $3.94M | 0.04% | +63,972+516.1% | Added |
| Processus Wealth & Capital Management, LLC | 76,416 | $3.94M | 2.83% | −1,069−1.4% | Reduced |
| Umpqua Bank | 75,496 | $3.95M | 1.10% | −1,166−1.5% | Reduced |
| Generali Investments, Management Co LLC | 76,833 | $3.96M | 0.83% | −15,300−16.6% | Reduced |
| WCG Wealth Advisors LLC | 76,849 | $3.96M | 0.25% | −2,256−2.9% | Reduced |
| Trust Asset Management LLC | 76,883 | $3.97M | 0.27% | 00.0% | Unchanged |
| Grove Bank & Trust | 76,903 | $3.97M | 0.46% | −280.0% | Reduced |
| Prosperity Consulting Group, LLC | 77,201 | $3.98M | 0.20% | +13,452+21.1% | Added |
| Williams Jones Wealth Management, LLC. | 77,256 | $3.99M | 0.05% | −1,728−2.2% | Reduced |
| Shorepoint Capital Partners LLC | 77,482 | $4.00M | 0.80% | +77,482 | New |
| Peddock Capital Advisors, LLC | 77,715 | $4.01M | 0.86% | −1,667−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 77,814 | $4.01M | 0.10% | +11,021+16.5% | Added |
| Anchor Investment Management, LLC | 78,063 | $4.03M | 0.33% | −1,657−2.1% | Reduced |
| Ami Investment Management Inc | 78,212 | $4.03M | 0.94% | −3,953−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 78,410 | $4.05M | 0.42% | −890−1.1% | Reduced |
| Evoke Wealth, LLC | 78,845 | $4.07M | 0.08% | +8,118+11.5% | Added |
| Culbertson A N & Co Inc | 78,852 | $4.07M | 0.58% | −700−0.9% | Reduced |
| Ostrum Asset Management | 79,688 | $4.11M | 0.18% | −20,711−20.6% | Reduced |
| Coastal Bridge Advisors, LLC | 79,715 | $4.11M | 0.31% | −160−0.2% | Reduced |
| apricus wealth, LLC | 79,985 | $4.13M | 2.23% | −1,805−2.2% | Reduced |
| RNC Capital Management LLC | 80,526 | $4.15M | 0.19% | −1,449−1.8% | Reduced |
| Alteri Wealth LLC | 80,634 | $4.16M | 1.43% | −313−0.4% | Reduced |
| Check Capital Management Inc | 80,651 | $4.16M | 0.26% | −3,414−4.1% | Reduced |
| Heritage Trust Co | 80,929 | $4.18M | 0.44% | −442−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 81,078 | $4.18M | 0.44% | −680−0.8% | Reduced |
| Patten & Patten Inc | 81,476 | $4.20M | 0.25% | −1,660−2.0% | Reduced |
| Beaton Management Co. Inc. | 81,488 | $4.20M | 1.91% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 82,100 | $4.24M | 0.25% | −11,468−12.3% | Reduced |
| Meridian Investment Counsel Inc. | 82,143 | $4.24M | 1.05% | +140.0% | Added |
| Beaumont Financial Advisors, LLC | 82,188 | $4.24M | 0.28% | −1,340−1.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 82,210 | $4.24M | 0.14% | −4,237−4.9% | Reduced |
| Advisors Capital Management, LLC | 82,418 | $4.25M | 0.05% | +1,938+2.4% | Added |
| Mount Vernon Associates Inc | 82,419 | $4.25M | 2.97% | −1,750−2.1% | Reduced |
| Private Management Group Inc | 82,691 | $4.27M | 0.13% | −759−0.9% | Reduced |
| Chemistry Wealth Management LLC | 82,983 | $4.28M | 0.83% | −997−1.2% | Reduced |
| Change Path, LLC | 83,038 | $4.28M | 0.10% | −10.0% | Reduced |
| Delta Capital Management LLC | 83,410 | $4.30M | 2.22% | −200−0.2% | Reduced |
| Parcion Private Wealth LLC | 83,549 | $4.31M | 0.27% | +4,069+5.1% | Added |
| Raab & Moskowitz Asset Management LLC | 83,599 | $4.31M | 0.96% | +80.0% | Added |
| Wernau Asset Management Inc. | 83,614 | $4.31M | 4.46% | −2,353−2.7% | Reduced |
| Beacon Investment Advisors LLC | 83,760 | $4.32M | 1.77% | +279+0.3% | Added |
| Cordatus Wealth Management LLC | 83,786 | $4.32M | 1.02% | +498+0.6% | Added |
| Kornitzer Capital Management Inc | 83,807 | $4.32M | 0.09% | +439+0.5% | Added |
| Naviter Wealth, LLC | 83,905 | $4.33M | 0.50% | +2,948+3.6% | Added |
| Catherine Avery Investment Management LLC | 84,480 | $4.36M | 2.81% | +15,117+21.8% | Added |
| SeaBridge Investment Advisors LLC | 84,946 | $4.38M | 0.71% | +3,887+4.8% | Added |
| David J Yvars Group | 84,981 | $4.38M | 2.35% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 31,223 | $4.38M | 1.62% | −60,617−66.0% | Reduced |
| Silvant Capital Management LLC | 85,001 | $4.39M | 0.15% | −16,659−16.4% | Reduced |
| Lakewood Asset Management LLC | 85,014 | $4.39M | 2.65% | +447+0.5% | Added |
| Marietta Investment Partners LLC | 85,383 | $4.40M | 0.85% | +1,113+1.3% | Added |
| Convergence Investment Partners, LLC | 85,877 | $4.43M | 0.99% | +6,794+8.6% | Added |
| Roundview Capital LLC | 86,002 | $4.44M | 0.28% | +1,420+1.7% | Added |
| NJ State Employees Deferred Compensation Plan | 86,582 | $4.47M | 0.49% | 00.0% | Unchanged |
| Hollencrest Capital Management | 86,878 | $4.48M | 0.16% | +100+0.1% | Added |
| Insigneo Advisory Services, LLC | 87,019 | $4.49M | 0.32% | −911−1.0% | Reduced |
| Plimoth Trust Co LLC | 87,062 | $4.49M | 1.02% | −4,232−4.6% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 87,230 | $4.50M | 0.75% | −724−0.8% | Reduced |
| American Assets Inc | 87,500 | $4.51M | 1.45% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 87,568 | $4.52M | 0.20% | +2,672+3.1% | Added |
| ProVise Management Group, LLC | 87,839 | $4.53M | 0.33% | +4,316+5.2% | Added |
| SageView Advisory Group, LLC | 87,929 | $4.54M | 0.16% | +6,363+7.8% | Added |
| Dorsey & Whitney Trust CO LLC | 88,058 | $4.54M | 0.24% | +149+0.2% | Added |
| Gold Investment Management Ltd. | 88,439 | $4.56M | 1.53% | +10.0% | Added |
| Pring Turner Capital Group Inc | 88,943 | $4.59M | 2.80% | −4,723−5.0% | Reduced |
| Lyell Wealth Management, LP | 89,038 | $4.59M | 0.34% | −456−0.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 89,231 | $4.60M | 0.28% | +2,168+2.5% | Added |
| Smartleaf Asset Management LLC | 88,226 | $4.62M | 0.29% | +17,625+25.0% | Added |
| F/M Investments LLC | 89,726 | $4.63M | 0.18% | −3,136−3.4% | Reduced |
| Qtron Investments LLC | 89,890 | $4.64M | 0.57% | −4,435−4.7% | Reduced |
| Glass Wealth Management Co LLC | 89,897 | $4.64M | 2.07% | −70−0.1% | Reduced |
| Syon Capital LLC | 90,258 | $4.66M | 0.25% | +10,535+13.2% | Added |
| Gladstone Institutional Advisory LLC | 90,366 | $4.66M | 0.18% | −7,562−7.7% | Reduced |