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 |
|---|---|---|---|---|---|
| Latash Investments, LLC | 5,394 | $278.3K | 0.20% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,398 | $278.5K | 0.12% | +186+3.6% | Added |
| Glen Eagle Advisors, LLC | 5,405 | $278.8K | 0.04% | +341+6.7% | Added |
| Curated Wealth Partners LLC | 5,409 | $279.1K | 0.03% | −877−14.0% | Reduced |
| Osborne Partners Capital Management, LLC | 5,416 | $279.4K | 0.01% | −636−10.5% | Reduced |
| Ameriflex Group, Inc. | 5,430 | $280.1K | 0.11% | −3,032−35.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,433 | $280.3K | 0.03% | −51−0.9% | Reduced |
| BKM Wealth Management, LLC | 5,441 | $280.7K | 0.10% | +269+5.2% | Added |
| Lynx Investment Advisory | 5,449 | $281.1K | 0.17% | −1,082−16.6% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 5,378 | $281.2K | 0.21% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,450 | $281.2K | 0.22% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 5,454 | $281.4K | 0.01% | +274+5.3% | Added |
| Ambassador Advisors, LLC | 5,466 | $282.0K | 0.04% | +5,466 | New |
| Financial Guidance Group, Inc. | 5,485 | $283.0K | 0.13% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,489 | $283.2K | 0.08% | 00.0% | Unchanged |
| Red Lighthouse Investment Management, LLC | 5,496 | $283.5K | 0.10% | +16+0.3% | Added |
| Syntegra Private Wealth Group, LLC | 5,498 | $283.6K | 0.03% | +320+6.2% | Added |
| K.J. Harrison & Partners Inc | 5,621 | $283.7K | 0.04% | −150−2.6% | Reduced |
| Seldon Capital LP | 5,502 | $283.8K | 0.10% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 5,507 | $284.1K | 0.09% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5,508 | $284.2K | 0.13% | +5,508 | New |
| Obermeyer Wood Investment Counsel, LLLP | 5,518 | $284.7K | 0.01% | −101−1.8% | Reduced |
| Laffer Tengler Investments | 5,521 | $284.8K | 0.05% | −3,320−37.6% | Reduced |
| Alta Wealth Advisors LLC | 5,521 | $284.8K | 0.10% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,521 | $284.8K | 0.04% | −1,224−18.1% | Reduced |
| Patton Fund Management, Inc. | 5,549 | $286.3K | 0.05% | 00.0% | Unchanged |
| Skba Capital Management LLC | 5,550 | $286.3K | 0.04% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,554 | $286.6K | 0.11% | +5,554 | New |
| St. Clair Advisors, LLC | 5,560 | $286.8K | 0.08% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 5,564 | $287.1K | 0.09% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 5,566 | $287.1K | 0.09% | +348+6.7% | Added |
| Yoffe Investment Management, LLC | 5,573 | $287.5K | 0.37% | 00.0% | Unchanged |
| MFA Wealth Services | 5,598 | $288.8K | 0.20% | +30+0.5% | Added |
| Asset Planning Corporation | 5,600 | $288.9K | 0.14% | +5,600 | New |
| First Nebraska Trust Co | 5,604 | $289.1K | 0.03% | −75−1.3% | Reduced |
| Midwest Financial Group LLC | 5,609 | $289.4K | 0.14% | 00.0% | Unchanged |
| Abound Wealth Management | 5,609 | $289.4K | 0.07% | +174+3.2% | Added |
| Syntax Research, Inc. | 5,610 | $289.4K | 0.19% | +8+0.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 5,610 | $289.4K | 0.19% | +20.0% | Added |
| Tarbox Family Office, Inc. | 5,612 | $289.5K | 0.04% | −105−1.8% | Reduced |
| Charter Oak Capital Management, LLC | 5,615 | $289.7K | 0.02% | −456−7.5% | Reduced |
| Aletheian Wealth Advisors LLC | 5,623 | $290.1K | 0.13% | +156+2.9% | Added |
| Banyan Capital Management, Inc. | 5,625 | $290.2K | 0.13% | +5,625 | New |
| Kondo Wealth Advisors, Inc. | 5,628 | $290.4K | 0.12% | +139+2.5% | Added |
| Cardiff Park Advisors, LLC | 5,640 | $291.0K | 0.02% | +15+0.3% | Added |
| Blue Zone Wealth Advisors, LLC | 5,641 | $291.0K | 0.06% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 5,654 | $291.7K | 0.03% | +407+7.8% | Added |
| Davidson Trust Co | 5,659 | $291.9K | 0.12% | +250+4.6% | Added |
| Ascent Capital Management, LLC | 5,678 | $292.9K | 0.23% | +154+2.8% | Added |
| Heritage Financial Services, LLC | 5,686 | $293.3K | 0.03% | −932−14.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,700 | $294.0K | 0.19% | +475+9.1% | Added |
| Ironwood Investment Management LLC | 5,720 | $295.1K | 0.13% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 5,722 | $295.2K | 0.05% | 00.0% | Unchanged |
| St. Louis Trust Co | 5,725 | $295.4K | 0.04% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 5,736 | $295.9K | 0.08% | +96+1.7% | Added |
| Maridea Wealth Management LLC | 5,692 | $296.2K | 0.05% | +5,692 | New |
| Annandale Capital, LLC | 5,753 | $296.8K | 0.05% | 00.0% | Unchanged |
| TL Private Wealth | 6,076 | $296.9K | 0.12% | 00.0% | Unchanged |
| Condor Capital Management | 5,764 | $297.4K | 0.02% | +342+6.3% | Added |
| Huntleigh Advisors, Inc. | 5,766 | $297.4K | 0.05% | −47−0.8% | Reduced |
| Acorn Creek Capital LLC | 5,789 | $298.7K | 0.11% | +67+1.2% | Added |
| Bush Investment Group, LLC | 5,792 | $298.8K | 0.18% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 5,810 | $299.7K | 0.10% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 5,817 | $300.1K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,824 | $300.5K | 0.09% | −228−3.8% | Reduced |
| Flywheel Private Wealth LLC | 5,825 | $300.5K | 0.23% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 5,827 | $300.6K | 0.14% | +173+3.1% | Added |
| Mountain Pacific Investment Advisers Inc | 5,843 | $301.4K | 0.05% | 00.0% | Unchanged |
| Wise Wealth Partners | 5,845 | $301.5K | 0.46% | 00.0% | Unchanged |
| North Capital, Inc. | 5,853 | $302.0K | 0.23% | +182+3.2% | Added |
| Archetype Wealth Partners | 5,857 | $302.0K | 0.04% | +5,857 | New |
| Integrity Wealth Solutions LLC | 5,860 | $302.3K | 0.13% | +21+0.4% | Added |
| PFG Private Wealth Management, LLC | 5,860 | $302.3K | 0.13% | +5,860 | New |
| Imprint Wealth LLC | 5,876 | $303.1K | 0.97% | +5,876 | New |
| Keystone Financial Planning, Inc. | 5,881 | $303.4K | 0.09% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 5,881 | $303.4K | 0.22% | +24+0.4% | Added |
| Phillips Financial Management, LLC | 5,891 | $303.9K | 0.02% | +5,891 | New |
| Miramar Capital, LLC | 5,904 | $304.6K | 0.07% | −484−7.6% | Reduced |
| NewSquare Capital LLC | 5,907 | $304.7K | 0.02% | +1,418+31.6% | Added |
| Goldstein Advisors, LLC | 5,909 | $304.8K | 0.04% | −246−4.0% | Reduced |
| Motive Wealth Advisors | 5,910 | $304.9K | 0.13% | +205+3.6% | Added |
| Lifestyle Asset Management, Inc. | 5,926 | $305.7K | 0.10% | +342+6.1% | Added |
| Mountain Capital Investment Advisors, Inc | 6,042 | $306.2K | 0.05% | +95+1.6% | Added |
| Permanens Capital L.P. | 5,948 | $306.9K | 0.05% | +5,948 | New |
| Ellsworth Advisors, LLC | 5,872 | $307.0K | 0.07% | +742+14.5% | Added |
| Willner & Heller, LLC | 5,952 | $307.0K | 0.24% | −43−0.7% | Reduced |
| Sachetta, LLC | 5,959 | $307.4K | 0.11% | +996+20.1% | Added |
| WPG Advisers, LLC | 5,960 | $307.5K | 0.24% | +162+2.8% | Added |
| Evolution Wealth Management Inc. | 5,974 | $308.2K | 0.32% | +40+0.7% | Added |
| LeClair Wealth Partners LLC | 5,979 | $308.5K | 0.19% | −19−0.3% | Reduced |
| 1858 Wealth Management, LLC | 5,982 | $308.6K | 0.22% | −444−6.9% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,985 | $308.8K | 0.09% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 5,988 | $308.9K | 0.05% | 00.0% | Unchanged |
| Exane Asset Management | 5,100 | $309.2K | 0.10% | −534,620−99.1% | Reduced |
| Financial Advisors Network, Inc. | 5,994 | $309.2K | 0.04% | +10.0% | Added |
| Binnacle Investments Inc | 5,995 | $309.3K | 0.18% | +251+4.4% | Added |
| CWC Advisors, LLC. | 5,999 | $309.5K | 0.15% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5,999 | $309.5K | 0.02% | +417+7.5% | Added |
| Bristlecone Advisors, LLC | 5,999 | $309.5K | 0.03% | +3+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 6,017 | $310.4K | 0.06% | 00.0% | Unchanged |