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
- 3,366
- +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
- 1,310 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 | 3,492 | $259.2B |
| Q4 2025 | 3,615 | $303.6B |
| Q3 2025 | 3,366 | $281.7B |
| Q2 2025 | 3,321 | $260.1B |
| Q1 2025 | 3,214 | $231.2B |
| Q4 2024 | 3,276 | $247.3B |
| Q3 2024 | 2,988 | $220.6B |
| Q2 2024 | 2,955 | $224.3B |
| Q1 2024 | 2,924 | $213.8B |
| Q4 2023 | 2,859 | $188.1B |
| Q3 2023 | 2,624 | $150.9B |
| Q2 2023 | 2,651 | $158.0B |
| Q1 2023 | 2,664 | $157.5B |
| Q4 2022 | 2,722 | $186.9B |
| Q3 2022 | 2,605 | $169.7B |
| Q2 2022 | 2,647 | $173.8B |
| Q1 2022 | 2,795 | $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 |
|---|---|---|---|---|---|
| Delta Capital Management LLC | 83,410 | $4.30M | 2.22% | −200−0.2% | Reduced |
| Change Path, LLC | 83,038 | $4.28M | 0.10% | −10.0% | Reduced |
| Chemistry Wealth Management LLC | 82,983 | $4.28M | 0.83% | −997−1.2% | Reduced |
| Private Management Group Inc | 82,691 | $4.27M | 0.13% | −759−0.9% | Reduced |
| Mount Vernon Associates Inc | 82,419 | $4.25M | 2.97% | −1,750−2.1% | Reduced |
| Advisors Capital Management, LLC | 82,418 | $4.25M | 0.05% | +1,938+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 82,210 | $4.24M | 0.14% | −4,237−4.9% | Reduced |
| Beaumont Financial Advisors, LLC | 82,188 | $4.24M | 0.28% | −1,340−1.6% | Reduced |
| Meridian Investment Counsel Inc. | 82,143 | $4.24M | 1.05% | +140.0% | Added |
| Simplicity Wealth,LLC | 82,100 | $4.24M | 0.25% | −11,468−12.3% | Reduced |
| Beaton Management Co. Inc. | 81,488 | $4.20M | 1.91% | 00.0% | Unchanged |
| Patten & Patten Inc | 81,476 | $4.20M | 0.25% | −1,660−2.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 81,078 | $4.18M | 0.44% | −680−0.8% | Reduced |
| Heritage Trust Co | 80,929 | $4.18M | 0.44% | −442−0.5% | Reduced |
| Check Capital Management Inc | 80,651 | $4.16M | 0.26% | −3,414−4.1% | Reduced |
| Alteri Wealth LLC | 80,634 | $4.16M | 1.43% | −313−0.4% | Reduced |
| RNC Capital Management LLC | 80,526 | $4.15M | 0.19% | −1,449−1.8% | Reduced |
| apricus wealth, LLC | 79,985 | $4.13M | 2.23% | −1,805−2.2% | Reduced |
| Coastal Bridge Advisors, LLC | 79,715 | $4.11M | 0.31% | −160−0.2% | Reduced |
| Ostrum Asset Management | 79,688 | $4.11M | 0.18% | −20,711−20.6% | Reduced |
| Culbertson A N & Co Inc | 78,852 | $4.07M | 0.58% | −700−0.9% | Reduced |
| Evoke Wealth, LLC | 78,845 | $4.07M | 0.08% | +8,118+11.5% | Added |
| Institute for Wealth Management, LLC. | 78,410 | $4.05M | 0.42% | −890−1.1% | Reduced |
| Ami Investment Management Inc | 78,212 | $4.03M | 0.94% | −3,953−4.8% | Reduced |
| Anchor Investment Management, LLC | 78,063 | $4.03M | 0.33% | −1,657−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 77,814 | $4.01M | 0.10% | +11,021+16.5% | Added |
| Peddock Capital Advisors, LLC | 77,715 | $4.01M | 0.86% | −1,667−2.1% | Reduced |
| Shorepoint Capital Partners LLC | 77,482 | $4.00M | 0.80% | +77,482 | New |
| Williams Jones Wealth Management, LLC. | 77,256 | $3.99M | 0.05% | −1,728−2.2% | Reduced |
| Prosperity Consulting Group, LLC | 77,201 | $3.98M | 0.20% | +13,452+21.1% | Added |
| Grove Bank & Trust | 76,903 | $3.97M | 0.46% | −280.0% | Reduced |
| Trust Asset Management LLC | 76,883 | $3.97M | 0.27% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 76,849 | $3.96M | 0.25% | −2,256−2.9% | Reduced |
| Generali Investments, Management Co LLC | 76,833 | $3.96M | 0.83% | −15,300−16.6% | Reduced |
| Umpqua Bank | 75,496 | $3.95M | 1.10% | −1,166−1.5% | Reduced |
| Processus Wealth & Capital Management, LLC | 76,416 | $3.94M | 2.83% | −1,069−1.4% | Reduced |
| Exchange Traded Concepts, LLC | 76,368 | $3.94M | 0.04% | +63,972+516.1% | Added |
| Ironvine Capital Partners, LLC | 76,179 | $3.93M | 0.39% | 00.0% | Unchanged |
| Owl Creek Asset Management, L.P. | 75,524 | $3.90M | 0.44% | +75,524 | New |
| Main Street Financial Solutions, LLC | 75,488 | $3.89M | 0.25% | +4,483+6.3% | Added |
| Ronald Blue Trust, Inc. | 75,424 | $3.89M | 0.04% | −1,208−1.6% | Reduced |
| Aaron Wealth Advisors | 75,004 | $3.87M | 0.23% | +24,628+48.9% | Added |
| Waycross Partners, LLC | 75,000 | $3.87M | 0.33% | +25,000+50.0% | Added |
| Massachusetts Wealth Management | 74,962 | $3.87M | 1.92% | +3,725+5.2% | Added |
| Tritonpoint Wealth, LLC | 74,739 | $3.86M | 0.33% | +4,449+6.3% | Added |
| RMB Capital Management, LLC | 74,639 | $3.85M | 0.07% | +4,759+6.8% | Added |
| Tower Bridge Advisors | 74,178 | $3.83M | 0.38% | +660+0.9% | Added |
| Harbour Capital Advisors, LLC | 76,086 | $3.83M | 0.78% | −386−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $3.82M | 1.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 73,925 | $3.81M | 0.88% | 00.0% | Unchanged |
| Slagle Financial, LLC | 73,638 | $3.80M | 1.39% | +1,259+1.7% | Added |
| Modera Wealth Management, LLC | 73,427 | $3.79M | 0.04% | −11,842−13.9% | Reduced |
| World Equity Group, Inc. | 73,188 | $3.78M | 0.86% | +13,119+21.8% | Added |
| South Dakota Investment Council | 72,994 | $3.77M | 0.07% | −8,800−10.8% | Reduced |
| Hixon Zuercher, LLC | 72,601 | $3.75M | 1.14% | +2,954+4.2% | Added |
| SBI Securities Co., Ltd. | 72,373 | $3.73M | 0.10% | −45,728−38.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 72,259 | $3.73M | 0.09% | +638+0.9% | Added |
| Sound View Wealth Advisors Group, LLC | 71,868 | $3.71M | 0.25% | −233−0.3% | Reduced |
| Samalin Investment Counsel, LLC | 71,633 | $3.70M | 1.27% | +43,750+156.9% | Added |
| Frank, Rimerman Advisors LLC | 71,443 | $3.69M | 0.24% | +336+0.5% | Added |
| Old West Investment Management, LLC | 71,334 | $3.68M | 0.84% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 72,540 | $3.68M | 1.25% | −3,486−4.6% | Reduced |
| Charter Research & Investment Group, Inc. | 71,209 | $3.67M | 2.54% | −675−0.9% | Reduced |
| Guardian Investment Management | 71,054 | $3.67M | 3.20% | −1,214−1.7% | Reduced |
| Checchi Capital Advisers, LLC | 70,391 | $3.63M | 0.25% | −5,648−7.4% | Reduced |
| Park National Corp | 69,990 | $3.61M | 0.11% | −3,716−5.0% | Reduced |
| Golden State Equity Partners | 69,965 | $3.61M | 0.61% | +998+1.4% | Added |
| Wedmont Private Capital | 71,755 | $3.61M | 0.13% | +5,369+8.1% | Added |
| Wealthcare Advisory Partners LLC | 69,747 | $3.60M | 0.07% | +1,674+2.5% | Added |
| First Business Financial Services, Inc. | 69,648 | $3.59M | 0.33% | −1,895−2.6% | Reduced |
| Berkshire Bank | 69,493 | $3.59M | 0.77% | −2,775−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 69,467 | $3.58M | 0.27% | −319−0.5% | Reduced |
| Sirios Capital Management L P | 69,388 | $3.58M | 0.47% | −6,958−9.1% | Reduced |
| Nwam LLC | 68,703 | $3.57M | 0.19% | −2,524−3.5% | Reduced |
| Chemung Canal Trust Co | 69,243 | $3.57M | 0.71% | +1,714+2.5% | Added |
| SevenBridge Financial Group, LLC | 66,004 | $3.57M | 0.59% | −13,908−17.4% | Reduced |
| Pitcairn Co | 69,016 | $3.56M | 0.28% | −36,200−34.4% | Reduced |
| Krilogy Financial LLC | 67,643 | $3.55M | 0.13% | +26,514+64.5% | Added |
| Waterloo Capital, L.P. | 68,695 | $3.54M | 0.26% | +11,147+19.4% | Added |
| Wealth Alliance Advisory Group, LLC | 68,117 | $3.51M | 0.63% | −3,339−4.7% | Reduced |
| Pinnacle Financial Partners Inc | 67,831 | $3.50M | 0.08% | −347,965−83.7% | Reduced |
| Country Club Bank | 66,756 | $3.50M | 0.21% | −1,981−2.9% | Reduced |
| ZWJ Investment Counsel Inc | 67,706 | $3.49M | 0.12% | +371+0.6% | Added |
| Triangle Securities Wealth Management | 67,535 | $3.48M | 0.79% | +2,707+4.2% | Added |
| SS&H Financial Advisors, Inc. | 67,508 | $3.48M | 1.06% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 67,508 | $3.48M | 0.11% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 67,417 | $3.48M | 0.87% | −321−0.5% | Reduced |
| Marvin & Palmer Associates Inc | 65,002 | $3.47M | 2.58% | +65,002 | New |
| Modern Wealth Management, LLC | 67,241 | $3.47M | 0.07% | −379−0.6% | Reduced |
| Annex Advisory Services, LLC | 67,050 | $3.46M | 0.07% | −3,215−4.6% | Reduced |
| Cidel Asset Management Inc | 67,043 | $3.46M | 0.20% | −9,427−12.3% | Reduced |
| ADAPT Investment Managers SA | 66,982 | $3.46M | 0.73% | −76,013−53.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 66,901 | $3.45M | 0.07% | +38,159+132.8% | Added |
| Cetera Trust Company, N.A | 66,818 | $3.45M | 1.93% | −175−0.3% | Reduced |
| Arrow Financial Corp | 66,797 | $3.45M | 0.35% | −1,027−1.5% | Reduced |
| Stonebridge Capital Advisors LLC | 66,641 | $3.44M | 0.25% | +106+0.2% | Added |
| Exeter Financial, LLC | 66,587 | $3.44M | 1.48% | −575−0.9% | Reduced |
| Cigna Investments Inc | 66,511 | $3.43M | 0.49% | −1,499−2.2% | Reduced |
| Holderness Investments Co | 66,201 | $3.42M | 0.70% | −6,121−8.5% | Reduced |
| Private Trust Co NA | 66,196 | $3.42M | 0.30% | −9,298−12.3% | Reduced |