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, Q4 2025
Institutional positions in Bank of America Corp as of Dec 31, 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
- 3,615
- +330 vs. Q3 2025
- Shares held
- 5.54B
- +82.6M (+1.5%) vs. Q3 2025
- Total value
- $303.6B
- +$22.4B (+8.0%) vs. Q3 2025
- New holders
- 437
- 1,471 more added
- Sold out
- 107
- 1,320 more reduced
81 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 7,237 | $398.0K | 0.11% | −75−1.0% | Reduced |
| Sentinel Pension Advisors Inc | 7,248 | $398.6K | 0.06% | +2,000+38.1% | Added |
| EdgeRock Capital LLC | 7,257 | $399.1K | 0.11% | +330+4.8% | Added |
| Pennington Partners & Co., LLC | 7,268 | $399.7K | 0.16% | +12+0.2% | Added |
| Hummer Financial Advisory Services Inc | 7,272 | $400.0K | 0.28% | −75−1.0% | Reduced |
| TSFG, LLC | 7,276 | $400.0K | 0.06% | +30.0% | Added |
| Brio Consultants, LLC | 7,276 | $400.2K | 0.05% | −1,839−20.2% | Reduced |
| NorthStar Asset Management LLC | 7,296 | $401.3K | 0.18% | −12−0.2% | Reduced |
| Strategy Asset Managers LLC | 7,298 | $401.4K | 0.07% | +221+3.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,301 | $401.6K | 0.18% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 7,301 | $401.6K | 0.06% | +101+1.4% | Added |
| Koenig Investment Advisory, LLC | 7,684 | $401.9K | 0.33% | +7,684 | New |
| Campbell Deegan Wealth Management, LLC | 7,316 | $402.4K | 0.32% | +101+1.4% | Added |
| Hoxton Planning & Management, LLC | 7,319 | $402.6K | 0.12% | +332+4.8% | Added |
| Verus Capital Partners, LLC | 7,323 | $402.7K | 0.03% | +1,095+17.6% | Added |
| SC&H Financial Advisors, Inc. | 7,349 | $404.2K | 0.06% | +208+2.9% | Added |
| Fairscale Capital, LLC | 7,369 | $405.3K | 0.27% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 7,371 | $405.4K | 0.18% | +147+2.0% | Added |
| Encompass More Asset Management | 7,375 | $405.6K | 0.08% | −66−0.9% | Reduced |
| DGS Capital Management, LLC | 7,377 | $405.7K | 0.07% | +2,367+47.2% | Added |
| Consolidated Planning Corp | 7,381 | $406.0K | 0.04% | −2,820−27.6% | Reduced |
| Wealthspan Partners, LLC | 7,381 | $406.0K | 0.15% | +2,500+51.2% | Added |
| Argos Wealth Advisors, LLC | 7,402 | $407.1K | 0.12% | +7,402 | New |
| Payne Capital Management, LLC | 7,425 | $408.4K | 0.13% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 7,429 | $408.6K | 0.13% | +5+0.1% | Added |
| St Germain D J Co Inc | 7,431 | $408.7K | 0.02% | +110+1.5% | Added |
| Phillips Wealth Planners LLC | 7,857 | $409.1K | 0.33% | −369−4.5% | Reduced |
| Vilga Financial Planning LLC | 7,461 | $410.4K | 0.39% | +7,461 | New |
| Investment Partners, Ltd. | 7,486 | $411.8K | 0.14% | −144−1.9% | Reduced |
| Chickasaw Capital Management LLC | 7,500 | $412.0K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 7,507 | $412.9K | 0.16% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 7,519 | $413.6K | 0.06% | +7,519 | New |
| PEAK6 LLC | 7,526 | $413.9K | 0.01% | −2,599−25.7% | Reduced |
| Pines Wealth Management, LLC | 7,555 | $415.5K | 0.13% | −271−3.5% | Reduced |
| Nolet Wealth Management, LLC | 7,562 | $415.9K | 0.23% | +7,562 | New |
| Worth Asset Management, LLC | 7,565 | $416.1K | 0.18% | +7,565 | New |
| Pflug Koory, LLC | 7,580 | $416.9K | 0.19% | −270−3.4% | Reduced |
| Bellevue Asset Management, LLC | 7,582 | $417.0K | 0.20% | +30.0% | Added |
| Capital Advisors, Ltd. LLC | 7,580 | $417.0K | 0.05% | +34+0.5% | Added |
| SNS Financial Group, LLC | 7,598 | $417.9K | 0.04% | −98−1.3% | Reduced |
| Meridian Wealth Advisors, LLC | 7,602 | $418.1K | 0.06% | −73−1.0% | Reduced |
| Palisade Capital Management LLC | 7,619 | $419.1K | 0.01% | +1,558+25.7% | Added |
| CFM Wealth Partners LLC | 7,628 | $419.5K | 0.06% | 00.0% | Unchanged |
| Prostatis Group LLC | 7,635 | $419.9K | 0.10% | +7,635 | New |
| SPWM Advisors LLC | 7,638 | $420.1K | 0.40% | +7,638 | New |
| Financial Advisors Network, Inc. | 7,638 | $420.1K | 0.06% | +1,644+27.4% | Added |
| Cora Capital Advisors LLC | 7,642 | $420.3K | 0.16% | +972+14.6% | Added |
| Sterling Investment Counsel, LLC | 7,915 | $420.9K | 0.12% | +1,305+19.7% | Added |
| SJS Investment Consulting Inc. | 7,653 | $420.9K | 0.05% | +269+3.6% | Added |
| Grant Private Wealth Management Inc | 7,673 | $422.0K | 0.25% | −12−0.2% | Reduced |
| Amussen Hunsaker Associates LLC | 7,685 | $422.7K | 0.04% | +56+0.7% | Added |
| Everstar Asset Management, LLC | 7,685 | $422.7K | 0.23% | −84−1.1% | Reduced |
| Centennial Wealth Advisory LLC | 7,714 | $424.3K | 0.11% | +199+2.6% | Added |
| MQS Management LLC | 7,719 | $424.5K | 0.25% | −445−5.5% | Reduced |
| QVR LLC | 7,745 | $426.0K | 0.30% | −4,510−36.8% | Reduced |
| New Millennium Group LLC | 7,753 | $426.4K | 0.18% | −1,167−13.1% | Reduced |
| Paladin Advisory Group, LLC | 7,762 | $426.9K | 0.31% | +666+9.4% | Added |
| Websterrogers Financial Advisors, LLC | 7,774 | $427.6K | 0.12% | 00.0% | Unchanged |
| Polaris Investment Advisors, LLC | 7,779 | $427.8K | 0.31% | +7,779 | New |
| Crown Wealth Group, LLC | 7,781 | $428.0K | 0.12% | +760+10.8% | Added |
| Optivise Advisory Services LLC | 7,824 | $430.3K | 0.25% | +1,796+29.8% | Added |
| Life Planning Partners, Inc | 7,834 | $430.9K | 0.33% | −4,283−35.3% | Reduced |
| BlueChip Wealth Advisors LLC | 7,838 | $431.1K | 0.18% | −184−2.3% | Reduced |
| Radnor Capital Management, LLC | 7,865 | $432.6K | 0.06% | 00.0% | Unchanged |
| Lavaca Capital LLC | 7,874 | $433.1K | 0.07% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 7,876 | $433.2K | 0.24% | +115+1.5% | Added |
| WealthBridge Capital Management, LLC | 7,887 | $433.8K | 0.10% | +10+0.1% | Added |
| Holistic Financial Partners | 7,896 | $434.3K | 0.16% | +183+2.4% | Added |
| Community Trust & Investment Co | 7,909 | $435.0K | 0.02% | +389+5.2% | Added |
| Duncan Williams Asset Management, LLC | 7,867 | $435.7K | 0.11% | −23−0.3% | Reduced |
| Veracity Capital LLC | 7,927 | $436.0K | 0.13% | +25+0.3% | Added |
| Chung Wu Investment Group, LLC | 7,950 | $437.3K | 0.36% | 00.0% | Unchanged |
| Sentinus, LLC | 7,953 | $437.4K | 0.04% | +1,113+16.3% | Added |
| Belleair Asset Management, LLC | 7,970 | $438.4K | 0.42% | +7,970 | New |
| HC Advisors, LLC | 7,972 | $438.5K | 0.30% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 7,986 | $439.2K | 0.33% | +1,330+20.0% | Added |
| Maxele Advisors, LLC | 7,992 | $439.6K | 0.36% | −200−2.4% | Reduced |
| Romano Brothers and Company | 7,994 | $439.7K | 0.05% | −605−7.0% | Reduced |
| Vivaldi Capital Management, LLC | 8,013 | $440.7K | 0.06% | +184+2.4% | Added |
| Ameliora Wealth Management Ltd. | 8,017 | $440.9K | 0.13% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,021 | $441.0K | 0.03% | +8,021 | New |
| United Bank | 8,026 | $441.4K | 0.06% | −184−2.2% | Reduced |
| Wellington Grp LLC | 8,054 | $443.0K | 0.15% | +8,054 | New |
| Heck Capital Advisors, LLC | 8,063 | $443.5K | 0.03% | +40+0.5% | Added |
| Greenwood Gearhart Inc | 8,079 | $444.3K | 0.02% | −1,819−18.4% | Reduced |
| Archford Capital Strategies, LLC | 8,099 | $445.4K | 0.05% | +130+1.6% | Added |
| Miramontes Capital, LLC | 8,111 | $446.1K | 0.15% | +8,111 | New |
| Opal Capital LLC | 7,924 | $447.0K | 0.11% | +7,924 | New |
| Fiduciary Planning LLC | 8,135 | $447.4K | 0.14% | −14−0.2% | Reduced |
| Evermay Wealth Management LLC | 8,137 | $447.5K | 0.05% | −120−1.5% | Reduced |
| JM2 Capital Inc. | 8,154 | $448.5K | 0.36% | +8,154 | New |
| Montz Harcus Wealth Management LLC | 8,156 | $448.6K | 0.18% | +922+12.7% | Added |
| Amplius Wealth Advisors, LLC | 8,159 | $448.7K | 0.04% | +30+0.4% | Added |
| Flaharty Asset Management, LLC | 8,169 | $449.3K | 0.06% | −1,987−19.6% | Reduced |
| Seizert Capital Partners, LLC | 8,174 | $449.6K | 0.02% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 8,188 | $450.3K | 0.09% | +646+8.6% | Added |
| Wealthcare Capital Partners, LLC | 8,192 | $450.6K | 0.21% | −164−2.0% | Reduced |
| Gsa Capital Partners LLP | 8,203 | $451.0K | 0.04% | −32,166−79.7% | Reduced |
| Arbor Investment Advisors, LLC | 8,221 | $452.2K | 0.06% | −7,256−46.9% | Reduced |
| Symphony Financial, Ltd. Co. | 8,206 | $452.2K | 0.06% | −1,259−13.3% | Reduced |