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 |
|---|---|---|---|---|---|
| Core Wealth Partners LLC | 6,017 | $310.4K | 0.14% | −126−2.1% | Reduced |
| Greenup Street Wealth Management LLC | 6,020 | $310.6K | 0.05% | +6,020 | New |
| Optivise Advisory Services LLC | 6,028 | $311.0K | 0.18% | +1,558+34.9% | Added |
| Guerra Pan Advisors, LLC | 6,035 | $311.3K | 0.19% | −142−2.3% | Reduced |
| Plan A Wealth LLC | 6,037 | $311.4K | 0.16% | −253−4.0% | Reduced |
| Lincoln Capital LLC | 6,161 | $312.0K | 0.06% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 6,061 | $312.7K | 0.01% | +6,061 | New |
| AIFG Consultants Ltd. | 6,065 | $312.9K | 0.55% | 00.0% | Unchanged |
| Steadtrust LLC | 6,073 | $313.3K | 0.21% | +738+13.8% | Added |
| Trifecta Capital Advisors, LLC | 6,078 | $313.6K | 0.05% | −1,351−18.2% | Reduced |
| Marks Group Wealth Management, Inc | 6,088 | $314.1K | 0.03% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 6,100 | $314.7K | 0.02% | −14,040−69.7% | Reduced |
| Wall Street Financial Group, Inc. | 6,101 | $314.8K | 0.23% | +816+15.4% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 6,101 | $314.8K | 0.06% | −681−10.0% | Reduced |
| Southern Capital Advisors, LLC | 6,107 | $315.0K | 0.15% | +6+0.1% | Added |
| First United Bank Trust | 6,111 | $315.3K | 0.10% | +468+8.3% | Added |
| Moseley Investment Management Inc | 6,124 | $315.9K | 0.10% | +30.0% | Added |
| Granite Investment Partners, LLC | 6,125 | $316.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,125 | $316.0K | 0.09% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6,133 | $316.4K | 0.05% | +797+14.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 6,135 | $316.5K | 0.16% | −265−4.1% | Reduced |
| Powell Investment Advisors, LLC | 6,138 | $316.7K | 0.11% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 6,147 | $317.1K | 0.08% | −3,316−35.0% | Reduced |
| Royal Capital Wealth Management, LLC | 6,151 | $317.3K | 0.19% | +6+0.1% | Added |
| Saxon Interests, Inc. | 6,271 | $318.2K | 0.12% | +25+0.4% | Added |
| City Center Advisors, LLC | 6,175 | $318.6K | 0.31% | −1,300−17.4% | Reduced |
| NFP Retirement, Inc. | 6,178 | $318.7K | 0.02% | −3,288−34.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 6,182 | $318.9K | 0.06% | −440−6.6% | Reduced |
| Vaughan David Investments LLC | 6,183 | $319.0K | 0.01% | +223+3.7% | Added |
| Capital Advantage, Inc. | 6,184 | $319.0K | 0.05% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 6,201 | $319.9K | 0.29% | −22−0.4% | Reduced |
| Verus Capital Partners, LLC | 6,228 | $321.3K | 0.02% | −469−7.0% | Reduced |
| GK Wealth Management LLC | 6,240 | $321.9K | 0.24% | +396+6.8% | Added |
| Professional Advisory Services Inc | 6,242 | $322.0K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 6,271 | $323.5K | 0.11% | +1,964+45.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 6,279 | $324.0K | 0.11% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 6,398 | $324.0K | 0.10% | +1,267+24.7% | Added |
| BNC Wealth Management, LLC | 6,301 | $325.1K | 0.08% | −1,000−13.7% | Reduced |
| Bangor Savings Bank | 6,301 | $325.1K | 0.03% | −247−3.8% | Reduced |
| Invested Advisors | 7,038 | $325.2K | 0.47% | +7,038 | New |
| MinichMacGregor Wealth Management, LLC | 6,304 | $325.2K | 0.06% | +274+4.5% | Added |
| Morling Financial Advisors, LLC | 6,308 | $325.4K | 0.11% | −106−1.7% | Reduced |
| Meridian Wealth Partners, LLC | 6,311 | $325.6K | 0.04% | −1,514−19.3% | Reduced |
| Kagan Cocozza Asset Management | 6,317 | $325.9K | 0.25% | −289−4.4% | Reduced |
| Hirtle Callaghan & Co LLC | 6,320 | $326.0K | 0.01% | −685−9.8% | Reduced |
| Gerber, LLC | 6,330 | $326.6K | 0.21% | −245−3.7% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 6,335 | $326.8K | 0.21% | 00.0% | Unchanged |
| EFG Asset Management (Americas) Corp. | 6,339 | $327.0K | 0.06% | +48+0.8% | Added |
| Cape Investment Advisory, Inc. | 6,370 | $328.6K | 0.32% | −6,668−51.1% | Reduced |
| Scott Capital Advisors, LLC | 6,619 | $329.9K | 0.07% | +20.0% | Added |
| WMG Financial Advisors, LLC | 6,401 | $330.2K | 0.11% | −62−1.0% | Reduced |
| JCIC Asset Management Inc. | 6,408 | $330.6K | 0.10% | +6,408 | New |
| Asset Advisors Investment Management, LLC | 6,431 | $331.8K | 0.03% | −101−1.5% | Reduced |
| Fortress Financial Group, LLC | 6,440 | $332.2K | 0.25% | +32+0.5% | Added |
| Logan Capital Management Inc | 6,443 | $332.4K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6,448 | $332.7K | 0.11% | +193+3.1% | Added |
| Masso Torrence Wealth Management Inc. | 6,451 | $332.8K | 0.14% | +31+0.5% | Added |
| Infrastructure Capital Advisors, LLC | 6,266 | $333.1K | 0.04% | −46,598−88.1% | Reduced |
| Citrine Capital LLC | 6,466 | $333.6K | 0.15% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 6,475 | $334.0K | 0.07% | +1,076+19.9% | Added |
| MEMBERS Trust Co | 6,478 | $334.2K | 0.01% | +367+6.0% | Added |
| Private Wealth Management Group, LLC | 6,484 | $334.5K | 0.09% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 6,488 | $334.7K | 0.14% | +6,488 | New |
| Oxinas Partners Wealth Management LLC | 6,509 | $335.8K | 0.18% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 6,527 | $336.7K | 0.07% | +60+0.9% | Added |
| Hunter Associates Investment Management LLC | 6,538 | $337.0K | 0.05% | −51−0.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,533 | $337.1K | 0.07% | −1,218−15.7% | Reduced |
| Clarus Group, Inc. | 6,534 | $337.1K | 0.12% | −170−2.5% | Reduced |
| Custom Index Systems, LLC | 6,536 | $337.2K | 0.10% | +1,648+33.7% | Added |
| Voisard Asset Management Group, Inc. | 6,548 | $337.8K | 0.08% | +126+2.0% | Added |
| Concentric Capital Strategies, LP | 6,549 | $337.9K | 0.02% | +982+17.6% | Added |
| Clay Northam Wealth Management, LLC | 6,557 | $338.3K | 0.19% | +525+8.7% | Added |
| Round Hill Asset Management | 6,579 | $339.4K | 0.22% | −2,295−25.9% | Reduced |
| Elgethun Capital Management | 6,659 | $339.8K | 0.06% | +477+7.7% | Added |
| OneAscent Investment Solutions LLC | 6,588 | $339.9K | 0.36% | −228−3.3% | Reduced |
| CCG Wealth Management, LLC | 6,600 | $340.5K | 0.16% | +545+9.0% | Added |
| Blodgett Wealth Advisors, LLC | 6,605 | $340.8K | 0.25% | −1,796−21.4% | Reduced |
| Kelly Financial Group LLC | 6,607 | $340.9K | 0.09% | −1,000−13.1% | Reduced |
| Revisor Wealth Management LLC | 6,849 | $341.0K | 0.12% | +446+7.0% | Added |
| Sterling Investment Counsel, LLC | 6,610 | $341.0K | 0.11% | −880−11.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 6,613 | $341.2K | 0.03% | +20.0% | Added |
| Northcape Wealth Management, LLC | 6,625 | $341.8K | 0.10% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 6,647 | $342.9K | 0.03% | −1,218−15.5% | Reduced |
| GW&K Investment Management, LLC | 6,639 | $343.0K | 0.00% | +118+1.8% | Added |
| Tranquilli Financial Advisor LLC | 6,652 | $343.2K | 0.20% | +179+2.8% | Added |
| Rainier Family Wealth Inc | 6,656 | $343.4K | 0.31% | +260+4.1% | Added |
| Clarity Wealth Advisors, LLC | 6,666 | $343.9K | 0.08% | +10.0% | Added |
| Cora Capital Advisors LLC | 6,670 | $344.1K | 0.15% | −182−2.7% | Reduced |
| AXS Investments LLC | 6,682 | $344.7K | 0.11% | +475+7.7% | Added |
| Byrne Asset Management LLC | 6,696 | $345.4K | 0.21% | – | – |
| Cravens & Co Advisors, LLC | 6,700 | $345.7K | 0.24% | 00.0% | Unchanged |
| Kazazian Asset Management, LLC | 6,715 | $346.4K | 0.42% | −5,000−42.7% | Reduced |
| Townsend Asset Management Corp | 6,717 | $346.5K | 0.12% | −2,876−30.0% | Reduced |
| Willow Creek Wealth Management Inc. | 6,718 | $346.6K | 0.03% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 6,726 | $347.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,727 | $347.1K | 0.06% | −308−4.4% | Reduced |
| Middleton & Co Inc | 6,774 | $349.5K | 0.04% | −750−10.0% | Reduced |
| Correct Capital Wealth Management | 6,776 | $349.6K | 0.06% | +508+8.1% | Added |
| Atala Financial Inc | 6,778 | $349.7K | 0.22% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 6,793 | $350.4K | 0.02% | 00.0% | Unchanged |