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
- 3,367
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 2,210 | $114.0K | 0.11% | −289−11.6% | Reduced |
| Advantage Trust Co | 2,250 | $116.1K | 0.05% | 00.0% | Unchanged |
| Corsicana & Co. | 2,271 | $117.2K | 0.07% | +2,271 | New |
| Breakwater Investment Management | 2,385 | $123.0K | 0.05% | +66+2.8% | Added |
| Mission Creek Capital Partners, Inc. | 20,305 | $125.5K | 0.02% | −290−1.4% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,478 | $127.8K | 0.09% | 00.0% | Unchanged |
| Horizons Wealth Management | 2,503 | $129.1K | 0.09% | −152−5.7% | Reduced |
| Texas Capital Bancshares Inc | 2,506 | $129.3K | 0.05% | −4,364−63.5% | Reduced |
| GoalVest Advisory LLC | 2,508 | $129.4K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,541 | $131.1K | 0.08% | +10.0% | Added |
| Sherman Asset Management, Inc. | 2,546 | $131.3K | 0.11% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2,575 | $134.3K | 0.10% | +1,024+66.0% | Added |
| BankPlus Trust Department | 2,620 | $135.2K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,647 | $136.5K | 0.01% | +16+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 2,657 | $137.1K | 0.01% | −125−4.5% | Reduced |
| Rocky Mountain Advisers, LLC | 2,681 | $138.3K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,727 | $141.0K | 0.04% | +346+14.5% | Added |
| Scarborough Advisors, LLC | 2,773 | $143.0K | 0.03% | −31−1.1% | Reduced |
| Virtue Capital Management, LLC | 50,000 | $144.0K | 0.03% | +35,906+254.8% | Added |
| MB, Levis & Associates, LLC | 2,796 | $144.3K | 0.06% | −747−21.1% | Reduced |
| Consultiva Wealth Management, Corp. | 2,850 | $147.0K | 0.41% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,911 | $150.2K | 0.01% | +268+10.1% | Added |
| Covestor Ltd | 2,953 | $152.0K | 0.08% | −142−4.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,965 | $153.0K | 0.04% | −2,018−40.5% | Reduced |
| Sofos Investments, Inc. | 2,972 | $153.3K | 0.03% | +2,972 | New |
| Tortoise Investment Management, LLC | 3,003 | $154.9K | 0.01% | +127+4.4% | Added |
| Dougherty Wealth Advisers LLC | 3,055 | $157.6K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 3,128 | $161.4K | 0.02% | +168+5.7% | Added |
| Ogorek Anthony Joseph | 3,171 | $163.0K | 0.05% | −151−4.5% | Reduced |
| CoreFirst Bank & Trust | 3,188 | $164.5K | 0.09% | −4,610−59.1% | Reduced |
| Global Trust Asset Management, LLC | 3,215 | $165.9K | 0.08% | +2,000+164.6% | Added |
| Canton Hathaway, LLC | 3,208 | $166.0K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3,276 | $169.0K | 0.13% | +628+23.7% | Added |
| Motco | 3,287 | $169.6K | 0.02% | −514−13.5% | Reduced |
| Game Plan Financial Advisors, LLC | 3,408 | $175.8K | 0.07% | +2+0.1% | Added |
| GGM Financials LLC | 3,434 | $177.1K | 0.09% | +3,434 | New |
| Financial Connections Group, Inc. | 3,458 | $178.0K | 0.07% | +345+11.1% | Added |
| ZRC Wealth Management, LLC | 3,469 | $178.9K | 0.06% | +375+12.1% | Added |
| WFA of San Diego, LLC | 3,486 | $179.8K | 0.12% | 00.0% | Unchanged |
| Security National Bank | 3,488 | $179.9K | 0.03% | +983+39.2% | Added |
| YANKCOM Partnership | 3,498 | $180.5K | 0.08% | −116−3.2% | Reduced |
| Tidemark, LLC | 3,520 | $181.6K | 0.05% | +77+2.2% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 3,534 | $182.3K | 2.35% | +3,534 | New |
| WFA Asset Management Corp | 4,636 | $184.0K | 0.10% | −823−15.1% | Reduced |
| Nemes Rush Group LLC | 3,612 | $186.3K | 0.02% | −29−0.8% | Reduced |
| Rossby Financial, LCC | 3,762 | $190.7K | 0.06% | +1,239+49.1% | Added |
| Gen-Wealth Partners Inc | 3,698 | $190.8K | 0.06% | +1,375+59.2% | Added |
| Hara Capital LLC | 3,710 | $191.4K | 0.11% | −10,616−74.1% | Reduced |
| N.E.W. Advisory Services LLC | 3,741 | $193.0K | 0.02% | +2+0.1% | Added |
| Cornerstone Planning Group LLC | 3,689 | $195.6K | 0.03% | +869+30.8% | Added |
| Old Second National Bank of Aurora | 3,859 | $199.1K | 0.04% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 3,879 | $200.1K | 0.13% | +3,879 | New |
| Schneider Downs Wealth Management Advisors, LP | 3,890 | $200.7K | 0.02% | +3,890 | New |
| Intellus Advisors LLC | 3,891 | $200.8K | 0.03% | −499−11.4% | Reduced |
| Highview Capital Management LLC | 3,900 | $201.2K | 0.07% | +3,900 | New |
| Mission Hills Financial Advisory, LLC | 3,903 | $201.4K | 0.11% | +3,903 | New |
| Wagner Wealth Management, LLC | 3,930 | $202.7K | 0.05% | +3,930 | New |
| FMA Wealth Management, LLC | 3,932 | $202.9K | 0.14% | +3,932 | New |
| Winslow Asset Management Inc | 3,930 | $203.0K | 0.04% | +3,930 | New |
| Kaydan Wealth Management, Inc. | 3,939 | $203.2K | 0.06% | +3,939 | New |
| Wells Trecaso Financial Group, LLC | 3,951 | $203.8K | 0.10% | −2,436−38.1% | Reduced |
| Invst, LLC | 3,952 | $203.9K | 0.02% | +3,952 | New |
| Buck Wealth Strategies, LLC | 3,956 | $204.1K | 0.03% | +3,956 | New |
| Allegiance Financial Group Advisory Services LLC | 3,963 | $204.7K | 0.05% | +3,963 | New |
| D. Scott Neal, Inc. | 3,992 | $205.9K | 0.10% | +3,992 | New |
| A. D. Beadell Investment Counsel, Inc. | 4,000 | $206.0K | 0.14% | +4,000 | New |
| Stuart Chaussee & Associates, Inc. | 4,000 | $206.4K | 0.05% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 4,006 | $206.7K | 0.05% | −293−6.8% | Reduced |
| Runnymede Capital Advisors, Inc. | 4,019 | $207.3K | 0.17% | +4,019 | New |
| Satovsky Asset Management LLC | 4,022 | $207.5K | 0.04% | +4,022 | New |
| Foster Dykema Cabot & Partners, LLC | 4,029 | $207.9K | 0.01% | +2,549+172.2% | Added |
| Norway Savings Bank | 4,033 | $208.1K | 0.10% | −275−6.4% | Reduced |
| Steinberganna Wealth Management | 4,036 | $208.2K | 0.10% | +4,036 | New |
| Constitution Capital LLC | 4,050 | $208.9K | 0.10% | +4,050 | New |
| Ridgewood Investments LLC | 4,051 | $209.0K | 0.09% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 4,052 | $209.1K | 0.04% | +4,052 | New |
| Chapman Investment Management, LLC | 4,058 | $209.4K | 0.15% | +4,058 | New |
| Salomon & Ludwin, LLC | 4,135 | $209.4K | 0.02% | +2,424+141.7% | Added |
| McRae Capital Management Inc | 4,071 | $210.0K | 0.04% | +4,071 | New |
| RIA Advisory Group LLC | 4,077 | $210.3K | 0.05% | +4,077 | New |
| PKS Advisory Services, LLC | 4,080 | $210.5K | 0.05% | +4,080 | New |
| Parkwoods Wealth Partners, LLC | 4,082 | $210.6K | 0.07% | −1,067−20.7% | Reduced |
| Roberts Glore & Co Inc | 4,090 | $211.0K | 0.06% | +4,090 | New |
| Tobias Financial Advisors, Inc. | 4,091 | $211.1K | 0.03% | +4,091 | New |
| IFS Group,LLC | 4,168 | $211.2K | 0.19% | +4,168 | New |
| Truepoint, Inc. | 4,096 | $211.3K | 0.00% | +4,096 | New |
| Stenger Family Office, LLC | 4,009 | $212.5K | 0.04% | +4,009 | New |
| FSA Wealth Management LLC | 4,124 | $212.8K | 0.08% | +4+0.1% | Added |
| Waterford Advisors, LLC | 4,131 | $213.1K | 0.07% | +4,131 | New |
| Vista Investment Partners II, LLC | 4,146 | $213.9K | 0.10% | −459−10.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,146 | $213.9K | 0.07% | −103−2.4% | Reduced |
| Nordwand Advisors, LLC | 4,148 | $214.0K | 0.03% | +4,148 | New |
| Acorns Advisers, LLC | 4,139 | $214.0K | 0.00% | +4,139 | New |
| Corrado Advisors, LLC | 4,154 | $214.3K | 0.12% | +4,154 | New |
| Compass Ion Advisors, LLC | 4,155 | $214.4K | 0.02% | +4,155 | New |
| Lakeridge Wealth Management LLC | 4,164 | $214.8K | 0.10% | +4,164 | New |
| Summit Wealth Group, LLC | 4,171 | $215.2K | 0.05% | −412−9.0% | Reduced |
| Prossimo Advisors, LLC | 4,173 | $215.3K | 1.58% | −2,534−37.8% | Reduced |
| Everest Management Corp. | 4,173 | $215.3K | 0.14% | +4,173 | New |
| Halbert Hargrove Global Advisors, LLC | 4,179 | $215.6K | 0.01% | +1,179+39.3% | Added |