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 |
|---|---|---|---|---|---|
| Invenio Wealth Partners LLC | 6,794 | $350.5K | 0.13% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 6,799 | $350.8K | 0.02% | +6,799 | New |
| Putney Financial Group LLC | 6,805 | $351.1K | 0.35% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 6,808 | $351.2K | 0.06% | +1,274+23.0% | Added |
| Smith Chas P & Associates Pa Cpas | 6,816 | $351.6K | 0.03% | −2,696−28.3% | Reduced |
| Pacific Center for Financial Services | 6,817 | $351.7K | 0.09% | −250−3.5% | Reduced |
| Pettee Investors, Inc. | 6,821 | $351.9K | 0.19% | −500−6.8% | Reduced |
| Sentinus, LLC | 6,840 | $352.9K | 0.08% | +821+13.6% | Added |
| Bull Street Advisors, LLC | 6,837 | $353.0K | 0.16% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,852 | $353.5K | 0.09% | −1,112−14.0% | Reduced |
| Fielder Capital Group LLC | 6,860 | $353.9K | 0.08% | −389−5.4% | Reduced |
| 17 Capital Partners, LLC | 6,877 | $354.8K | 0.19% | +20+0.3% | Added |
| Oak Harvest Investment Services | 6,879 | $354.9K | 0.04% | +13+0.2% | Added |
| West Wealth Group, LLC | 6,804 | $355.7K | 0.08% | −1,040−13.3% | Reduced |
| Northwest Wealth Management, LLC | 6,895 | $355.7K | 0.06% | +177+2.6% | Added |
| Galvin, Gaustad & Stein, LLC | 6,896 | $355.7K | 0.03% | +68+1.0% | Added |
| Legacy Edge Advisors, LLC | 6,904 | $356.2K | 0.04% | +600+9.5% | Added |
| Fairfield, Bush & Co. | 6,920 | $357.0K | 0.18% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 6,925 | $357.2K | 0.22% | −49−0.7% | Reduced |
| EdgeRock Capital LLC | 6,927 | $357.4K | 0.10% | −196−2.8% | Reduced |
| Global Assets Advisory, LLC | 6,937 | $357.9K | 0.11% | +800+13.0% | Added |
| Market Street Wealth Management Advisors LLC | 6,942 | $358.1K | 0.06% | +20+0.3% | Added |
| Topsail Wealth Management, LLC | 6,946 | $358.3K | 0.06% | +775+12.6% | Added |
| W Advisors, LLC | 6,947 | $358.4K | 0.19% | +224+3.3% | Added |
| Sunbeam Capital Management, LLC | 6,947 | $358.4K | 0.22% | +471+7.3% | Added |
| RKL Wealth Management LLC | 6,952 | $358.6K | 0.03% | −19−0.3% | Reduced |
| Burt Wealth Advisors | 6,967 | $359.4K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 6,983 | $360.3K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 6,987 | $360.5K | 0.12% | −129−1.8% | Reduced |
| Crown Wealth Group, LLC | 7,021 | $362.2K | 0.11% | +101+1.5% | Added |
| Andina Capital Management, LLC | 7,028 | $362.6K | 0.20% | +342+5.1% | Added |
| First National Bank | 7,037 | $363.0K | 0.19% | +900+14.7% | Added |
| Lecap Asset Management Ltd | 7,047 | $363.6K | 0.13% | +7,047 | New |
| ORBA Wealth Advisors, L.L.C. | 7,049 | $363.7K | 0.30% | 00.0% | Unchanged |
| National Philanthropic Trust | 7,051 | $363.8K | 0.00% | +1,183+20.2% | Added |
| Strategy Asset Managers LLC | 7,077 | $365.1K | 0.07% | −39−0.5% | Reduced |
| Wolff Wiese Magana LLC | 7,088 | $365.7K | 0.21% | +208+3.0% | Added |
| AdviceOne Advisory Services, LLC | 7,093 | $365.9K | 0.24% | +10.0% | Added |
| Sonata Capital Group Inc | 7,100 | $366.0K | 0.14% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 7,096 | $366.1K | 0.29% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7,096 | $366.1K | 0.05% | −45−0.6% | Reduced |
| Proactive Wealth Strategies LLC | 7,107 | $366.6K | 0.16% | +71+1.0% | Added |
| Byrne Financial Freedom, LLC | 7,108 | $366.7K | 0.18% | +8+0.1% | Added |
| Novak & Powell Financial Services, Inc. | 7,116 | $367.1K | 0.19% | −70−1.0% | Reduced |
| Lee Johnson Capital Management, LLC | 7,116 | $367.1K | 0.12% | +131+1.9% | Added |
| Rainey & Randall Investment Management Inc. | 7,122 | $367.4K | 0.06% | +15+0.2% | Added |
| BridgePort Financial Solutions, LLC | 7,131 | $367.9K | 0.10% | +6+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 7,136 | $368.2K | 0.01% | +44+0.6% | Added |
| SC&H Financial Advisors, Inc. | 7,141 | $368.4K | 0.06% | −936−11.6% | Reduced |
| Kraematon Investment Advisors, Inc | 7,157 | $369.2K | 0.32% | +33+0.5% | Added |
| Mraz, Amerine & Associates, Inc. | 7,161 | $369.4K | 0.06% | 00.0% | Unchanged |
| Ariston Services Group | 7,167 | $369.7K | 0.22% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,178 | $370.3K | 0.23% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 7,182 | $370.5K | 0.03% | −55−0.8% | Reduced |
| Round Rock Advisors, LLC | 7,200 | $371.4K | 0.06% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 7,215 | $372.2K | 0.33% | −621−7.9% | Reduced |
| Lockerman Financial Group, Inc. | 7,220 | $372.5K | 0.47% | −896−11.0% | Reduced |
| Pinnacle Family Advisors, LLC | 7,224 | $372.7K | 0.16% | +53+0.7% | Added |
| Pennsylvania Capital Management Inc | 7,224 | $372.7K | 0.11% | +71+1.0% | Added |
| Sentry LLC | 7,231 | $373.0K | 0.09% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,234 | $373.2K | 0.16% | +352+5.1% | Added |
| Richardson Financial Services Inc. | 7,248 | $373.9K | 0.23% | +498+7.4% | Added |
| Pennington Partners & Co., LLC | 7,256 | $374.4K | 0.18% | +2,188+43.2% | Added |
| Numerai GP LLC | 7,260 | $374.5K | 0.05% | +7,260 | New |
| TSFG, LLC | 7,273 | $375.0K | 0.06% | −259−3.4% | Reduced |
| KC Investment Advisors, LLC | 7,142 | $375.4K | 0.10% | +12+0.2% | Added |
| Fort Point Capital Partners LLC | 7,289 | $376.0K | 0.05% | −2,488−25.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 7,301 | $376.7K | 0.17% | +526+7.8% | Added |
| Centric Wealth Management | 7,050 | $376.8K | 0.08% | −147−2.0% | Reduced |
| Ring Mountain Capital, LLC | 7,310 | $377.0K | 0.21% | −14−0.2% | Reduced |
| NorthStar Asset Management LLC | 7,308 | $377.0K | 0.18% | +64+0.9% | Added |
| Argentarii, LLC | 7,309 | $377.1K | 0.16% | −83−1.1% | Reduced |
| Financial Perspectives, Inc | 7,312 | $377.2K | 0.10% | −37−0.5% | Reduced |
| St Germain D J Co Inc | 7,321 | $377.7K | 0.02% | −1,987−21.3% | Reduced |
| Hummer Financial Advisory Services Inc | 7,347 | $379.0K | 0.28% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 7,369 | $380.2K | 0.26% | 00.0% | Unchanged |
| BostonPremier Wealth LLC | 7,370 | $380.2K | 0.19% | +14+0.2% | Added |
| SJS Investment Consulting Inc. | 7,384 | $381.0K | 0.05% | +1,338+22.1% | Added |
| Alpha Financial Advisors, LLC | 7,417 | $382.6K | 0.13% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,424 | $383.0K | 0.12% | +6+0.1% | Added |
| Payne Capital Management, LLC | 7,425 | $383.1K | 0.12% | 00.0% | Unchanged |
| Encompass More Asset Management | 7,441 | $383.9K | 0.07% | −625−7.7% | Reduced |
| Heartwood Wealth Advisors LLC | 7,467 | $385.2K | 0.04% | +78+1.1% | Added |
| Oddo BHF Asset Management SAS | 7,481 | $385.9K | 0.01% | −26,166−77.8% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $387.0K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 7,507 | $387.3K | 0.16% | +226+3.1% | Added |
| BCS Wealth Management | 7,510 | $387.4K | 0.09% | −17,808−70.3% | Reduced |
| Lodestar Private Asset Management LLC | 7,514 | $387.6K | 0.04% | −36−0.5% | Reduced |
| Centennial Wealth Advisory LLC | 7,515 | $387.7K | 0.11% | +696+10.2% | Added |
| Community Trust & Investment Co | 7,520 | $388.0K | 0.02% | −455−5.7% | Reduced |
| SIH Partners, LLLP | 7,537 | $388.8K | 0.03% | +7,537 | New |
| Capital Advisors, Ltd. LLC | 7,546 | $389.0K | 0.04% | +22+0.3% | Added |
| Hobart Private Capital, LLC | 7,542 | $389.1K | 0.08% | +383+5.3% | Added |
| Dover Advisors, LLC | 7,545 | $389.3K | 0.16% | −3,600−32.3% | Reduced |
| Cardinal Capital Management, Inc. | 7,570 | $390.5K | 0.01% | +305+4.2% | Added |
| Bellevue Asset Management, LLC | 7,579 | $391.0K | 0.18% | +4+0.1% | Added |
| CFM Wealth Partners LLC | 7,628 | $393.5K | 0.06% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 7,630 | $393.7K | 0.14% | +123+1.6% | Added |
| Amussen Hunsaker Associates LLC | 7,629 | $393.8K | 0.04% | +2,268+42.3% | Added |
| Tobam | 7,663 | $395.0K | 0.14% | −234−3.0% | Reduced |