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 |
|---|---|---|---|---|---|
| Fiduciary Alliance LLC | 66,189 | $3.41M | 0.23% | −718−1.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 65,679 | $3.39M | 0.60% | +4,712+7.7% | Added |
| Legacy Wealth Management, LLC | 65,423 | $3.38M | 1.02% | −11,251−14.7% | Reduced |
| Sterling Capital Management LLC | 65,409 | $3.37M | 0.05% | −4,409−6.3% | Reduced |
| Americana Partners, LLC | 65,399 | $3.37M | 0.10% | +11,402+21.1% | Added |
| Gilliland Jeter Wealth Management LLC | 65,189 | $3.36M | 1.04% | +47+0.1% | Added |
| M Holdings Securities, Inc. | 65,057 | $3.36M | 0.71% | +65,057 | New |
| West Branch Capital LLC | 65,015 | $3.35M | 0.88% | +2,314+3.7% | Added |
| Legacy Financial Advisors, Inc. | 64,827 | $3.34M | 0.46% | +2,304+3.7% | Added |
| Cornerstone Wealth Management, LLC | 64,754 | $3.34M | 0.18% | +1,371+2.2% | Added |
| NBT Bank N A | 61,927 | $3.34M | 0.22% | −3,220−4.9% | Reduced |
| Boston Private Wealth LLC | 64,680 | $3.34M | 0.18% | −1,516−2.3% | Reduced |
| Larson Financial Group LLC | 64,457 | $3.33M | 0.12% | +5,136+8.7% | Added |
| KG&L Capital Management,LLC | 64,364 | $3.32M | 0.91% | −41,525−39.2% | Reduced |
| Alerus Financial NA | 64,355 | $3.32M | 0.17% | −21,452−25.0% | Reduced |
| Kempner Capital Management Inc. | 64,336 | $3.32M | 2.76% | −69,995−52.1% | Reduced |
| Transcend Wealth Collective, LLC | 64,251 | $3.31M | 0.23% | +1,473+2.3% | Added |
| GM Advisory Group, Inc. | 64,159 | $3.31M | 0.14% | −1,225−1.9% | Reduced |
| VestGen Advisors, LLC | 64,025 | $3.30M | 0.11% | +11,362+21.6% | Added |
| Patten Group, Inc. | 63,587 | $3.28M | 0.64% | −195−0.3% | Reduced |
| Caldwell Trust Co | 63,568 | $3.28M | 0.31% | +1,273+2.0% | Added |
| Bank Ozk | 63,523 | $3.28M | 1.16% | −81−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 62,873 | $3.24M | 0.09% | −56,684−47.4% | Reduced |
| Capula Management Ltd | 62,685 | $3.23M | 0.02% | +57,094+1,021.2% | Added |
| Thomasville National Bank | 62,467 | $3.22M | 0.20% | +3,232+5.5% | Added |
| Choate Investment Advisors | 62,253 | $3.21M | 0.07% | +575+0.9% | Added |
| Koshinski Asset Management, Inc. | 62,218 | $3.21M | 0.22% | +3,282+5.6% | Added |
| Cornerstone Select Advisors, LLC | 61,920 | $3.19M | 2.35% | +2,765+4.7% | Added |
| Brookmont Capital Management | 61,641 | $3.18M | 1.77% | −3,896−5.9% | Reduced |
| Burton Enright Welch | 61,422 | $3.17M | 0.48% | −299−0.5% | Reduced |
| GeoWealth Management, LLC | 61,406 | $3.17M | 0.12% | +9,276+17.8% | Added |
| Centaurus Financial, Inc. | 61,304 | $3.16M | 0.15% | +6,897+12.7% | Added |
| Spahn Wealth & Retirement LLC | 61,260 | $3.16M | 1.87% | −4,415−6.7% | Reduced |
| American State Bank (Iowa) | 61,151 | $3.15M | 1.61% | −250.0% | Reduced |
| Skylands Capital, LLC | 60,825 | $3.14M | 0.43% | −2,500−3.9% | Reduced |
| Hodges Capital Management Inc. | 60,692 | $3.13M | 0.27% | +14,623+31.7% | Added |
| one8zero8, LLC | 60,643 | $3.13M | 0.68% | +866+1.4% | Added |
| Abacus Planning Group, Inc. | 60,474 | $3.12M | 0.43% | +7,323+13.8% | Added |
| Family Legacy, Inc. | 60,349 | $3.11M | 0.95% | +396+0.7% | Added |
| Shepherd Financial Partners LLC | 60,279 | $3.11M | 0.30% | +189+0.3% | Added |
| Agp Franklin, LLC | 60,198 | $3.11M | 1.51% | +19,174+46.7% | Added |
| Parsonex Advisory Services, Inc. | 59,707 | $3.08M | 2.10% | +10,367+21.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 59,693 | $3.08M | 0.25% | +4,207+7.6% | Added |
| OmniStar Financial Group, Inc. | 59,662 | $3.08M | 1.86% | +59,662 | New |
| Berkeley Capital Partners, LLC | 59,455 | $3.07M | 0.73% | +1,361+2.3% | Added |
| Mattson Financial Services, LLC | 59,316 | $3.06M | 0.73% | −120.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 59,135 | $3.05M | 0.03% | +4,308+7.9% | Added |
| Cullinan Associates Inc | 58,731 | $3.03M | 0.20% | +2,406+4.3% | Added |
| Affinity Investment Advisors, LLC | 58,619 | $3.02M | 2.05% | −1,186−2.0% | Reduced |
| Bragg Financial Advisors, Inc | 58,510 | $3.02M | 0.10% | −92−0.2% | Reduced |
| Meridian Wealth Management, LLC | 58,308 | $3.01M | 0.12% | +20,591+54.6% | Added |
| Steel Peak Wealth Management LLC | 58,211 | $3.00M | 0.10% | +5,583+10.6% | Added |
| Portside Wealth Group, LLC | 58,211 | $3.00M | 0.42% | +1,475+2.6% | Added |
| London & Capital Asset Management Ltd | 58,181 | $3.00M | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 57,311 | $3.00M | 0.08% | −976−1.7% | Reduced |
| Granite Harbor Advisors, Inc. | 57,809 | $2.98M | 1.25% | −611−1.0% | Reduced |
| Matrix Asset Advisors Inc | 57,748 | $2.98M | 0.28% | −185−0.3% | Reduced |
| Skopos Labs, Inc. | 63,147 | $2.98M | 0.40% | −2,257−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 57,673 | $2.98M | 0.38% | −6,400−10.0% | Reduced |
| Hilltop Holdings Inc. | 57,589 | $2.97M | 0.16% | +33,906+143.2% | Added |
| Belpointe Asset Management LLC | 57,560 | $2.97M | 0.11% | +829+1.5% | Added |
| MainStreet Investment Advisors LLC | 57,552 | $2.97M | 0.40% | −3,830−6.2% | Reduced |
| Parkside Financial Bank & Trust | 57,474 | $2.97M | 0.23% | −789−1.4% | Reduced |
| Carson Advisory Inc. | 57,470 | $2.96M | 1.60% | −983−1.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 56,048 | $2.96M | 0.48% | +510+0.9% | Added |
| L2 Asset Management, LLC | 57,029 | $2.94M | 0.43% | +464+0.8% | Added |
| DSG Capital Advisors, LLC | 56,994 | $2.94M | 0.47% | +56,994 | New |
| Compton Wealth Advisory Group, LLC | 56,877 | $2.93M | 0.68% | −883−1.5% | Reduced |
| Ossiam | 56,832 | $2.93M | 0.04% | −82,618−59.2% | Reduced |
| Old National Bancorp | 56,808 | $2.93M | 0.05% | −5,224−8.4% | Reduced |
| St. Johns Investment Management Company, LLC | 56,704 | $2.93M | 1.24% | −507−0.9% | Reduced |
| Poehling Capital Management, LLC | 56,499 | $2.91M | 0.61% | −106−0.2% | Reduced |
| Viawealth, LLC | 56,144 | $2.90M | 1.58% | +645+1.2% | Added |
| Smith Shellnut Wilson LLC | 56,128 | $2.90M | 1.11% | +62+0.1% | Added |
| One Charles Private Wealth Services, LLC | 56,092 | $2.89M | 0.76% | −1,441−2.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 56,021 | $2.89M | 1.86% | −1,935−3.3% | Reduced |
| Mayflower Financial Advisors, LLC | 55,908 | $2.88M | 0.36% | +1,955+3.6% | Added |
| Cumberland Partners Ltd | 55,735 | $2.88M | 0.19% | −28,700−34.0% | Reduced |
| Avestar Capital, LLC | 55,733 | $2.88M | 0.21% | −495−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 55,717 | $2.87M | 0.10% | −5,198−8.5% | Reduced |
| Calamos Wealth Management LLC | 55,705 | $2.87M | 0.10% | +2,412+4.5% | Added |
| Fulcrum Asset Management LLP | 55,604 | $2.87M | 0.80% | −1,545−2.7% | Reduced |
| Quadcap Wealth Management, LLC | 55,576 | $2.87M | 0.34% | +320+0.6% | Added |
| Summitry LLC | 55,492 | $2.86M | 0.12% | +41,789+305.0% | Added |
| AlTi Global, Inc. | 55,398 | $2.86M | 0.07% | +2,106+4.0% | Added |
| Birch Financial Group, LLC | 55,304 | $2.85M | 1.68% | +45,768+479.9% | Added |
| Studio Investment Management LLC | 54,988 | $2.84M | 0.54% | −1,544−2.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 54,984 | $2.84M | 0.42% | +77+0.1% | Added |
| Aull & Monroe Investment Management Corp | 54,914 | $2.83M | 1.45% | −2,732−4.7% | Reduced |
| Arete Wealth Advisors, LLC | 54,890 | $2.83M | 0.18% | +508+0.9% | Added |
| Capital Planning Advisors, LLC | 54,697 | $2.82M | 0.39% | +33,337+156.1% | Added |
| Hexagon Capital Partners LLC | 54,672 | $2.82M | 0.57% | +74+0.1% | Added |
| Coppell Advisory Solutions LLC | 53,746 | $2.82M | 0.31% | +21,147+64.9% | Added |
| Advisors Preferred, LLC | 55,500 | $2.81M | 0.42% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 54,436 | $2.81M | 0.19% | +242+0.4% | Added |
| Lafayette Investments, Inc. | 54,277 | $2.80M | 0.54% | +60+0.1% | Added |
| Adell Harriman & Carpenter Inc | 54,154 | $2.79M | 0.17% | +1,239+2.3% | Added |
| Klingenstein Fields & Co LP | 54,023 | $2.79M | 0.11% | −17,396−24.4% | Reduced |
| First City Capital Management, Inc. | 54,009 | $2.79M | 1.50% | −134−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 54,000 | $2.79M | 0.06% | 00.0% | Unchanged |