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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 7,675 | $396.0K | 0.06% | +167+2.2% | Added |
| Grant Private Wealth Management Inc | 7,685 | $396.5K | 0.24% | −110,471−93.5% | Reduced |
| Barry Investment Advisors, LLC | 7,686 | $396.5K | 0.09% | +2,242+41.2% | Added |
| SNS Financial Group, LLC | 7,696 | $397.0K | 0.03% | −27−0.3% | Reduced |
| Holistic Financial Partners | 7,713 | $397.9K | 0.16% | −1,214−13.6% | Reduced |
| ELCO Management Co., LLC | 7,727 | $398.6K | 0.21% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 7,761 | $400.4K | 0.22% | +247+3.3% | Added |
| Everstar Asset Management, LLC | 7,769 | $400.8K | 0.23% | +2,271+41.3% | Added |
| Arcus Capital Partners, LLC | 7,772 | $401.0K | 0.18% | +236+3.1% | Added |
| Websterrogers Financial Advisors, LLC | 7,774 | $401.1K | 0.12% | −4−0.1% | Reduced |
| Pines Wealth Management, LLC | 7,826 | $403.7K | 0.14% | +3,177+68.3% | Added |
| Vivaldi Capital Management, LLC | 7,829 | $403.9K | 0.06% | −990−11.2% | Reduced |
| Pflug Koory, LLC | 7,850 | $405.0K | 0.19% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 7,865 | $405.8K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 7,874 | $406.2K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 7,877 | $406.4K | 0.10% | +11+0.1% | Added |
| Duncan Williams Asset Management, LLC | 7,890 | $407.0K | 0.11% | +218+2.8% | Added |
| Veracity Capital LLC | 7,902 | $407.7K | 0.13% | −46−0.6% | Reduced |
| Engineers Gate Manager LP | 7,902 | $407.7K | 0.00% | −310,541−97.5% | Reduced |
| Kozak & Associates, Inc. | 7,935 | $408.5K | 0.08% | +259+3.4% | Added |
| Chung Wu Investment Group, LLC | 7,950 | $410.1K | 0.34% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,969 | $411.1K | 0.05% | +389+5.1% | Added |
| HC Advisors, LLC | 7,972 | $411.3K | 0.29% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7,995 | $412.5K | 0.06% | +581+7.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 7,998 | $412.6K | 0.11% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 8,011 | $413.3K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 8,014 | $413.4K | 0.02% | +420+5.5% | Added |
| Ameliora Wealth Management Ltd. | 8,017 | $413.6K | 0.14% | +560+7.5% | Added |
| Rice Partnership, LLC | 8,019 | $413.7K | 0.06% | −45−0.6% | Reduced |
| BlueChip Wealth Advisors LLC | 8,022 | $413.9K | 0.18% | −781−8.9% | Reduced |
| Heck Capital Advisors, LLC | 8,023 | $413.9K | 0.03% | +43+0.5% | Added |
| Weaver Consulting Group | 8,029 | $414.2K | 0.11% | +566+7.6% | Added |
| Phillips Wealth Planners LLC | 8,226 | $414.5K | 0.34% | −4,042−32.9% | Reduced |
| Financial Advisors, LLC | 8,061 | $415.9K | 0.07% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 8,063 | $416.0K | 0.06% | −1,585−16.4% | Reduced |
| Sar Wealth Management Group, LLC | 8,088 | $417.3K | 0.24% | +2,462+43.8% | Added |
| Leo Wealth, LLC | 8,118 | $418.8K | 0.05% | −5,069−38.4% | Reduced |
| Amplius Wealth Advisors, LLC | 8,129 | $419.4K | 0.04% | −3,178−28.1% | Reduced |
| Fiduciary Planning LLC | 8,149 | $420.4K | 0.13% | −2,052−20.1% | Reduced |
| MQS Management LLC | 8,164 | $421.2K | 0.25% | +8,164 | New |
| Pacific Wealth Strategies Group, Inc. | 8,173 | $421.6K | 0.26% | +622+8.2% | Added |
| Seizert Capital Partners, LLC | 8,174 | $421.7K | 0.02% | −956,356−99.2% | Reduced |
| Maxele Advisors, LLC | 8,192 | $422.6K | 0.36% | 00.0% | Unchanged |
| Marex Group plc | 8,209 | $423.5K | 0.01% | +8,209 | New |
| United Bank | 8,210 | $423.6K | 0.05% | +184+2.3% | Added |
| BlackDiamond Wealth Management Inc. | 8,212 | $423.6K | 0.23% | +72+0.9% | Added |
| Maltin Wealth Management, Inc. | 8,223 | $424.2K | 0.18% | +40+0.5% | Added |
| Sequent Planning LLC | 8,240 | $425.1K | 0.12% | −52−0.6% | Reduced |
| Nvest Financial, LLC | 8,249 | $425.5K | 0.24% | +1,487+22.0% | Added |
| Evermay Wealth Management LLC | 8,257 | $426.0K | 0.05% | −924−10.1% | Reduced |
| Allen Wealth Management, LLC | 8,262 | $426.2K | 0.29% | −400−4.6% | Reduced |
| Charles Schwab Trust Co | 8,280 | $427.2K | 0.03% | −3,307−28.5% | Reduced |
| Kera Capital Partners, Inc. | 8,291 | $427.7K | 0.06% | +2,742+49.4% | Added |
| Stance Capital LLC | 8,304 | $428.4K | 0.16% | −9,135−52.4% | Reduced |
| Medallion Wealth Advisors, LLC | 8,314 | $428.9K | 0.15% | +57+0.7% | Added |
| Old North State Wealth Management, LLC | 8,331 | $429.9K | 0.20% | +45+0.5% | Added |
| Investment Advisory Group, LLC | 8,340 | $430.3K | 0.12% | −5−0.1% | Reduced |
| Nadler Financial Group, Inc. | 8,345 | $430.5K | 0.04% | −180−2.1% | Reduced |
| BBR Partners, LLC | 8,347 | $430.6K | 0.02% | +299+3.7% | Added |
| Wealthstream Advisors, Inc. | 8,353 | $431.0K | 0.07% | +159+1.9% | Added |
| Wealthcare Capital Partners, LLC | 8,356 | $431.1K | 0.20% | −17−0.2% | Reduced |
| First American Trust, FSB | 8,363 | $431.5K | 0.03% | −844−9.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 8,367 | $431.7K | 0.07% | +47+0.6% | Added |
| Stablepoint Partners, LLC | 8,370 | $431.8K | 0.07% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 8,384 | $432.5K | 0.05% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 8,540 | $432.8K | 0.35% | −286−3.2% | Reduced |
| Addison Capital Co | 8,400 | $433.4K | 0.13% | −2,586−23.5% | Reduced |
| Blue Barn Wealth, LLC | 8,419 | $434.3K | 0.19% | +366+4.5% | Added |
| SFMG, LLC | 8,429 | $434.8K | 0.03% | +16+0.2% | Added |
| HBW Advisory Services LLC | 8,456 | $436.3K | 0.05% | −1,097−11.5% | Reduced |
| Successful Portfolios LLC | 8,460 | $436.4K | 0.25% | +120+1.4% | Added |
| Howard Financial Services, Ltd. | 8,508 | $438.9K | 0.05% | +205+2.5% | Added |
| Traveka Wealth, LLC | 8,519 | $439.5K | 0.20% | +115+1.4% | Added |
| Raleigh Capital Management Inc. | 8,538 | $440.4K | 0.17% | −748−8.1% | Reduced |
| DDFG, Inc | 8,557 | $441.5K | 0.10% | +757+9.7% | Added |
| Perennial Advisors, LLC | 8,562 | $441.7K | 0.08% | −75−0.9% | Reduced |
| Ballast, Inc. | 8,562 | $441.7K | 0.11% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,563 | $441.8K | 0.03% | 00.0% | Unchanged |
| Ewa, LLC | 8,576 | $442.4K | 0.12% | +447+5.5% | Added |
| Romano Brothers and Company | 8,599 | $443.6K | 0.05% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 8,619 | $444.7K | 0.30% | +1,602+22.8% | Added |
| Jackson Thornton Asset Management, LLC | 8,928 | $445.0K | 0.05% | +3,456+63.2% | Added |
| Ti-Trust, Inc | 8,646 | $446.0K | 0.28% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 8,653 | $446.4K | 0.19% | −23−0.3% | Reduced |
| Marshall Financial Group Inc | 8,655 | $446.5K | 0.12% | +44+0.5% | Added |
| Strive Asset Management, LLC | 8,659 | $446.7K | 0.24% | −522−5.7% | Reduced |
| Crumly & Associates Inc. | 8,673 | $447.4K | 0.10% | −3,369−28.0% | Reduced |
| Lebenthal Global Advisors, LLC | 8,674 | $447.5K | 0.08% | −363−4.0% | Reduced |
| Breakthru Advisory Services, LLC | 8,689 | $448.3K | 0.30% | +8,689 | New |
| Financial & Tax Architects, LLC | 8,693 | $448.5K | 0.10% | +336+4.0% | Added |
| FMB Wealth Management | 8,694 | $448.5K | 0.19% | 00.0% | Unchanged |
| New England Professional Planning Group Inc. | 9,139 | $448.6K | 0.21% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 8,699 | $448.8K | 0.25% | −287−3.2% | Reduced |
| Sendero Wealth Management, LLC | 8,701 | $448.9K | 0.05% | +625+7.7% | Added |
| OneAscent Family Office, LLC | 8,702 | $448.9K | 0.37% | −407−4.5% | Reduced |
| Sawyer & Company, Inc | 9,482 | $449.0K | 0.17% | +856+9.9% | Added |
| Ritter Daniher Financial Advisory LLC | 8,712 | $449.4K | 0.08% | +4,196+92.9% | Added |
| Hengehold Capital Management LLC | 8,712 | $449.5K | 0.04% | +154+1.8% | Added |
| Townsend & Associates, Inc | 8,778 | $450.1K | 0.04% | 00.0% | Unchanged |
| waypoint wealth counsel | 8,736 | $450.7K | 0.18% | +1,104+14.5% | Added |