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 |
|---|---|---|---|---|---|
| IMG Wealth Management, Inc. | 4,775 | $246.3K | 0.17% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,776 | $246.4K | 0.17% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,782 | $246.7K | 0.02% | +4,782 | New |
| KFA Private Wealth Group, LLC | 4,800 | $247.6K | 0.07% | +23+0.5% | Added |
| Harvest Investment Services, LLC | 4,804 | $247.9K | 0.05% | −178−3.6% | Reduced |
| Hanson & Doremus Investment Management | 4,813 | $248.0K | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 4,808 | $248.1K | 0.07% | −307−6.0% | Reduced |
| Marotta Asset Management | 4,898 | $248.2K | 0.05% | 00.0% | Unchanged |
| CogentBlue Wealth Advisors, LLC | 4,824 | $248.9K | 0.17% | +378+8.5% | Added |
| Encompass Wealth Advisors, LLC | 4,828 | $249.1K | 0.08% | +10.0% | Added |
| Nicholson Wealth Management Group, LLC | 4,832 | $249.3K | 0.15% | 00.0% | Unchanged |
| Flagstone Financial Management | 4,836 | $249.5K | 0.07% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 4,837 | $249.6K | 0.17% | +70+1.5% | Added |
| Endeavor Private Wealth, Inc. | 4,839 | $249.6K | 0.08% | −1,677−25.7% | Reduced |
| Riverwater Partners LLC | 4,853 | $250.4K | 0.10% | +4,853 | New |
| Eclectic Associates Inc | 4,853 | $250.4K | 0.05% | +18+0.4% | Added |
| Wealthspan Partners, LLC | 4,881 | $251.8K | 0.10% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 4,895 | $252.5K | 0.13% | 00.0% | Unchanged |
| KKM Financial LLC | 4,895 | $252.5K | 0.08% | −4,400−47.3% | Reduced |
| Lionshead Wealth Management, LLC | 4,907 | $253.2K | 0.20% | +4,907 | New |
| Wela Strategies, Inc. | 4,908 | $253.2K | 0.10% | −121−2.4% | Reduced |
| 1492 Capital Management LLC | 4,909 | $253.3K | 0.10% | +23+0.5% | Added |
| Manske Wealth Management | 4,909 | $253.3K | 0.08% | +62+1.3% | Added |
| ERn Financial, LLC | 4,911 | $253.3K | 0.05% | +524+11.9% | Added |
| Royal Fund Management, LLC | 3,186 | $253.9K | 0.03% | −4,592−59.0% | Reduced |
| Milestones Private Investment Advisors LLC | 4,925 | $254.1K | 0.17% | 00.0% | Unchanged |
| Collar Capital Management, LLC | 4,930 | $254.3K | 0.18% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,804 | $254.7K | 0.09% | +14+0.3% | Added |
| Center for Financial Planning, Inc. | 4,939 | $254.8K | 0.03% | 00.0% | Unchanged |
| Wincap Financial LLC | 4,939 | $254.8K | 0.18% | +10.0% | Added |
| Crowley Wealth Management, Inc. | 4,942 | $255.0K | 0.20% | +6+0.1% | Added |
| Wingate Wealth Advisors, Inc. | 4,943 | $255.0K | 0.18% | +4,943 | New |
| Trail Ridge Investment Advisors, LLC | 4,972 | $256.5K | 0.12% | +94+1.9% | Added |
| San Luis Wealth Advisors LLC | 4,978 | $256.8K | 0.05% | +4,978 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 4,979 | $256.9K | 0.09% | +528+11.9% | Added |
| RFP Financial Group LLC | 5,298 | $256.9K | 0.10% | −20.0% | Reduced |
| Fourth Dimension Wealth, LLC | 4,982 | $257.0K | 0.10% | +719+16.9% | Added |
| Financial Harvest, LLC | 4,990 | $257.4K | 0.17% | +103+2.1% | Added |
| Hill Island Financial LLC | 4,994 | $257.6K | 0.06% | +221+4.6% | Added |
| Burk Holdings LLC | 4,999 | $257.9K | 0.14% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 5,002 | $258.1K | 0.05% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,006 | $258.3K | 0.04% | +5,006 | New |
| DGS Capital Management, LLC | 5,010 | $258.5K | 0.05% | +5,010 | New |
| BSW Wealth Partners | 5,018 | $258.9K | 0.03% | +214+4.5% | Added |
| Custos Family Office, LLC | 5,031 | $259.6K | 0.15% | +5,031 | New |
| Bull Oak Capital, LLC | 5,036 | $259.8K | 0.11% | 00.0% | Unchanged |
| TFB Advisors LLC | 5,196 | $260.3K | 0.08% | −1,626−23.8% | Reduced |
| Farmers National Bank | 5,053 | $260.7K | 0.06% | +596+13.4% | Added |
| Weil Company, Inc. | 5,055 | $260.8K | 0.06% | +149+3.0% | Added |
| Texas Bank & Trust Co | 5,057 | $260.9K | 0.10% | −6,934−57.8% | Reduced |
| Prelude Capital Management, LLC | 5,061 | $261.1K | 0.02% | −6,384−55.8% | Reduced |
| Asset Planning,Inc | 5,064 | $261.2K | 0.19% | +21+0.4% | Added |
| Meyer Handelman Co | 5,065 | $261.3K | 0.01% | 00.0% | Unchanged |
| Applied Capital LLC | 5,070 | $261.5K | 0.19% | −39−0.8% | Reduced |
| MPS Loria Financial Planners, LLC | 5,070 | $261.6K | 0.07% | −1,231−19.5% | Reduced |
| GSG Advisors LLC | 5,163 | $261.7K | 0.07% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 5,080 | $262.1K | 0.05% | −450−8.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,098 | $263.0K | 0.10% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 5,110 | $263.6K | 0.03% | +5,110 | New |
| Twin Peaks Wealth Advisors, LLC | 5,115 | $263.9K | 0.09% | +635+14.2% | Added |
| Juncture Wealth Strategies, LLC | 5,129 | $264.6K | 0.09% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 5,152 | $265.8K | 0.03% | −32−0.6% | Reduced |
| Touchstone Capital, Inc. | 5,161 | $266.3K | 0.14% | +5,161 | New |
| Wealth Advisory Solutions, LLC | 5,162 | $266.3K | 0.06% | +36+0.7% | Added |
| Acorn Wealth Advisors, LLC | 5,173 | $266.9K | 0.08% | +813+18.6% | Added |
| Claret Asset Management Corp | 5,168 | $267.0K | 0.03% | +596+13.0% | Added |
| CBIZ Investment Advisory Services, LLC | 5,176 | $267.1K | 0.01% | −851−14.1% | Reduced |
| Wealth Management Nebraska | 5,180 | $267.2K | 0.03% | +33+0.6% | Added |
| Goepper Burkhardt LLC | 5,189 | $267.7K | 0.09% | −529−9.3% | Reduced |
| Purus Wealth Management, LLC | 5,190 | $267.7K | 0.09% | −345−6.2% | Reduced |
| Monetary Management Group Inc | 5,200 | $268.3K | 0.06% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 5,216 | $269.1K | 0.18% | −2,595−33.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 5,226 | $269.6K | 0.07% | +158+3.1% | Added |
| Solutions 4 Wealth, Ltd | 5,227 | $269.7K | 0.42% | +5+0.1% | Added |
| Full Sail Capital, LLC | 5,232 | $269.9K | 0.01% | +5,232 | New |
| Yukon Wealth Management, Inc. | 5,243 | $270.5K | 0.09% | +237+4.7% | Added |
| Sentinel Pension Advisors Inc | 5,248 | $270.7K | 0.04% | +20+0.4% | Added |
| Insight Wealth Strategies, LLC | 5,248 | $270.7K | 0.03% | −2,706−34.0% | Reduced |
| Cypress Point Wealth Management, LLC | 5,255 | $271.1K | 0.05% | +20.0% | Added |
| Traub Capital Management LLC | 5,259 | $271.3K | 0.27% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,262 | $271.5K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 5,264 | $271.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 5,269 | $271.8K | 0.08% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,278 | $272.3K | 0.02% | +211+4.2% | Added |
| FreeGulliver LLC | 5,285 | $272.7K | 0.12% | +5,285 | New |
| Ellevest, Inc. | 5,289 | $272.9K | 0.04% | +972+22.5% | Added |
| Bulltick Wealth Management, LLC | 5,300 | $273.4K | 0.06% | −5,950−52.9% | Reduced |
| Convergence Financial, LLC | 5,305 | $273.7K | 0.04% | +32+0.6% | Added |
| HFG Advisors, Inc. | 5,308 | $273.8K | 0.20% | +95+1.8% | Added |
| Trueblood Wealth Management, LLC | 5,326 | $274.7K | 0.11% | +167+3.2% | Added |
| Nexus Investment Management ULC | 5,350 | $276.0K | 0.04% | 00.0% | Unchanged |
| Meridian Financial, LLC | 5,351 | $276.0K | 0.16% | −20.0% | Reduced |
| Vishria Bird Financial Group, LLC | 5,353 | $276.2K | 0.05% | +45+0.8% | Added |
| James Hambro & Partners | 5,357 | $276.2K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5,363 | $276.7K | 0.06% | +435+8.8% | Added |
| Stonebridge Financial Group, LLC | 5,363 | $276.7K | 0.02% | +216+4.2% | Added |
| Allen Investment Management LLC | 5,364 | $276.7K | 0.00% | 00.0% | Unchanged |
| Monument Capital Management | 5,369 | $277.0K | 0.07% | +237+4.6% | Added |
| Washington Trust Advisors, Inc. | 5,376 | $277.4K | 0.02% | +4+0.1% | Added |
| Collective Family Office LLC | 5,377 | $277.4K | 0.07% | −116−2.1% | Reduced |