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 |
|---|---|---|---|---|---|
| Keystone Financial Group | 4,000 | $215.6K | 0.02% | −24,410−85.9% | Reduced |
| Holistic Planning, LLC | 4,185 | $215.9K | 0.06% | −1,490−26.3% | Reduced |
| Bernardo Wealth Planning LLC | 4,188 | $216.1K | 0.04% | +4,188 | New |
| Oregon Pacific Wealth Management, LLC | 4,198 | $216.6K | 0.19% | +4,198 | New |
| Meixler Investment Management, Ltd. | 4,200 | $216.7K | 0.13% | +4,200 | New |
| Joseph P. Lucia & Associates, LLC | 4,200 | $216.7K | 0.08% | +4,200 | New |
| Eads & Heald Wealth Management | 4,197 | $217.0K | 0.10% | −510−10.8% | Reduced |
| Sandbox Financial Partners, LLC | 4,218 | $217.6K | 0.06% | +4,218 | New |
| Richmond Investment Services, LLC | 4,225 | $217.9K | 0.04% | −1,590−27.3% | Reduced |
| Cannon Advisors, Inc. | 4,222 | $218.5K | 0.15% | −354−7.7% | Reduced |
| De Burlo Group Inc | 4,248 | $219.2K | 0.03% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 4,250 | $219.3K | 0.11% | −300−6.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,250 | $219.3K | 0.05% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 4,252 | $219.4K | 0.18% | +4,252 | New |
| Meritage Portfolio Management | 4,253 | $219.4K | 0.01% | −200−4.5% | Reduced |
| Live Oak Investment Partners | 4,259 | $219.7K | 0.15% | +7+0.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,260 | $219.8K | 0.01% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,267 | $220.1K | 0.05% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 4,136 | $220.4K | 0.10% | −317−7.1% | Reduced |
| First National Corp | 4,356 | $220.8K | 0.04% | +4,356 | New |
| Brendel Financial Advisors LLC | 4,291 | $221.4K | 0.11% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 4,315 | $222.6K | 0.14% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,319 | $222.8K | 0.03% | −74−1.7% | Reduced |
| Provenance Wealth Advisors, LLC | 4,321 | $222.9K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 4,321 | $222.9K | 0.07% | +4+0.1% | Added |
| Waverton Investment Management Ltd | 4,332 | $223.4K | 0.00% | −2,200−33.7% | Reduced |
| Patriot Investment Management Inc. | 4,332 | $223.5K | 0.01% | −607−12.3% | Reduced |
| Sightline Wealth Advisors, LLC | 4,332 | $223.5K | 0.10% | −476−9.9% | Reduced |
| Mullaney, Keating & Wright, Inc. | 4,338 | $223.8K | 0.12% | +10.0% | Added |
| Redwood Investment Management, LLC | 4,342 | $224.0K | 0.02% | −1,576−26.6% | Reduced |
| Capstone Wealth Management Group LLC | 4,345 | $224.2K | 0.14% | +4,345 | New |
| Pine Harbor Wealth Management, LLC | 4,349 | $224.4K | 0.07% | +4,349 | New |
| Financial Consulate, Inc | 4,361 | $225.0K | 0.03% | +4,361 | New |
| Taylor Financial Group, Inc. | 4,363 | $225.1K | 0.13% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 4,365 | $225.2K | 0.07% | +4,365 | New |
| Nicholson Meyer Capital Management, Inc. | 4,367 | $225.3K | 0.17% | −200−4.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,369 | $225.4K | 0.05% | −1,889−30.2% | Reduced |
| RTD Financial Advisors, Inc. | 4,380 | $226.0K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 4,395 | $226.7K | 0.07% | 00.0% | Unchanged |
| Holland Advisory Services, Inc. | 4,400 | $227.0K | 0.31% | +4+0.1% | Added |
| Canal Capital Management, LLC | 4,404 | $227.2K | 0.03% | +20+0.5% | Added |
| Delta Accumulation, LLC | 5,728 | $227.3K | 1.28% | +30+0.5% | Added |
| Fidelity D & D Bancorp Inc | 4,413 | $227.7K | 0.13% | −11−0.2% | Reduced |
| Twelve Points Wealth Management LLC | 4,413 | $227.7K | 0.06% | 00.0% | Unchanged |
| Financial Alternatives, Inc | 4,415 | $227.8K | 0.14% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,428 | $228.4K | 0.07% | −24,237−84.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,436 | $228.9K | 0.06% | −21−0.5% | Reduced |
| Avid Wealth Partners LLC | 4,444 | $229.3K | 0.11% | −568−11.3% | Reduced |
| Tripletail Wealth Management, LLC | 4,513 | $229.4K | 0.27% | 00.0% | Unchanged |
| First County Bank | 4,462 | $230.2K | 0.12% | −550−11.0% | Reduced |
| Eastover Investment Advisors LLC | 4,470 | $230.6K | 0.10% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 4,475 | $230.9K | 0.10% | +17+0.4% | Added |
| King Wealth | 4,471 | $231.0K | 0.03% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 4,488 | $231.5K | 0.05% | +4,488 | New |
| Innovative Wealth Building LLC | 4,498 | $232.0K | 0.18% | +4,498 | New |
| Founders Capital Management | 4,500 | $232.1K | 0.12% | 00.0% | Unchanged |
| Claris Financial LLC | 4,503 | $232.3K | 0.13% | +219+5.1% | Added |
| ICONIQ Capital, LLC | 4,506 | $232.5K | 0.00% | −24,901−84.7% | Reduced |
| Silver Grove Financial Group, Inc. | 4,518 | $233.1K | 0.22% | +4,518 | New |
| BXM Wealth LLC | 4,523 | $233.3K | 0.22% | +4,523 | New |
| Exchange Bank | 4,526 | $233.5K | 0.16% | +287+6.8% | Added |
| Signature Wealth Management Partners, LLC | 4,542 | $234.3K | 0.12% | −200−4.2% | Reduced |
| Panoramic Capital Partners, LLC | 4,550 | $234.7K | 0.15% | +136+3.1% | Added |
| Chesley Taft & Associates LLC | 4,551 | $234.8K | 0.01% | +96+2.2% | Added |
| Hidden Cove Wealth Management, LLC | 4,561 | $235.3K | 0.16% | +4,561 | New |
| Hoese & Co LLP | 4,570 | $235.8K | 0.18% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 4,571 | $235.8K | 0.12% | +145+3.3% | Added |
| Strategic Wealth Designers | 4,584 | $236.5K | 0.02% | +4,584 | New |
| Matrix Private Capital Group LLC | 4,589 | $236.7K | 0.13% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4,594 | $237.0K | 0.09% | +20.0% | Added |
| All Terrain Financial Advisors, LLC | 4,600 | $237.3K | 0.08% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 4,608 | $237.7K | 0.01% | +61+1.3% | Added |
| V. M. Manning & Co., Inc. | 4,683 | $238.0K | 0.22% | +4,683 | New |
| Northstar Group, Inc. | 4,628 | $238.7K | 0.03% | −117−2.5% | Reduced |
| Accelerate Investment Advisors LLC | 4,637 | $239.2K | 0.16% | +207+4.7% | Added |
| Phocas Financial Corp. | 4,640 | $239.4K | 0.03% | 00.0% | Unchanged |
| Creekside Partners | 4,647 | $239.7K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,648 | $239.8K | 0.04% | −3,484−42.8% | Reduced |
| Prasad Wealth Partners, LLC | 4,649 | $239.8K | 0.07% | +24+0.5% | Added |
| LaSalle St. Investment Advisors, LLC | 4,654 | $240.0K | 0.04% | −425−8.4% | Reduced |
| 5T Wealth, LLC | 4,664 | $240.6K | 0.10% | −1,236−20.9% | Reduced |
| VanderPol Investments L.L.C. | 4,579 | $240.7K | 0.47% | +4,579 | New |
| Resurgent Financial Advisors LLC | 4,673 | $241.1K | 0.12% | −877−15.8% | Reduced |
| CWS Financial Advisors, LLC | 4,677 | $241.3K | 0.07% | +20+0.4% | Added |
| 4WEALTH Advisors, Inc. | 4,682 | $241.6K | 0.22% | +7+0.1% | Added |
| Riverview Capital Advisers, LLC | 4,686 | $241.8K | 0.07% | +188+4.2% | Added |
| Clark Financial Services Group Inc | 4,700 | $242.4K | 0.13% | −684−12.7% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,704 | $242.7K | 0.18% | −5,305−53.0% | Reduced |
| PVG Asset Management Corp | 4,704 | $242.7K | 0.89% | +124+2.7% | Added |
| GreatBanc Trust CO | 4,719 | $243.5K | 0.17% | +4,719 | New |
| WP Advisors, LLC | 4,722 | $243.6K | 0.06% | +25+0.5% | Added |
| Palo Alto Wealth Advisors, LLC | 4,553 | $244.2K | 0.07% | +4,553 | New |
| BHK Investment Advisors, LLC | 4,749 | $245.0K | 0.09% | −52−1.1% | Reduced |
| Kelly Financial Services LLC | 4,753 | $245.2K | 0.06% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 4,760 | $245.6K | 0.02% | +7+0.1% | Added |
| First Western Trust Bank | 4,762 | $245.7K | 0.01% | −333−6.5% | Reduced |
| Hofer & Associates. Inc | 4,768 | $246.0K | 0.14% | +320+7.2% | Added |
| Cairn Investment Group, Inc. | 4,768 | $246.0K | 0.12% | 00.0% | Unchanged |
| Bensler, LLC | 4,770 | $246.1K | 0.03% | −194−3.9% | Reduced |
| Swisher Financial Concepts, Inc. | 4,770 | $246.1K | 0.15% | −351−6.9% | Reduced |