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 |
|---|---|---|---|---|---|
| Sequent Planning LLC | 8,232 | $452.8K | 0.12% | −8−0.1% | Reduced |
| London Co of Virginia | 8,233 | $452.8K | 0.00% | −665−7.5% | Reduced |
| Atlantic Trust, LLC | 8,239 | $453.2K | 0.07% | −881−9.7% | Reduced |
| UMA Financial Services, Inc. | 8,255 | $454.0K | 0.06% | +260+3.3% | Added |
| Lavelle Capital LP | 8,261 | $454.4K | 0.29% | +8,261 | New |
| Maltin Wealth Management, Inc. | 8,279 | $455.3K | 0.18% | +56+0.7% | Added |
| Francis Financial, Inc. | 8,284 | $455.6K | 0.09% | +14+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 8,307 | $456.9K | 0.06% | −392−4.5% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 8,307 | $456.9K | 0.29% | +8,307 | New |
| 49 Wealth Management, LLC | 8,336 | $458.5K | 0.04% | +1,154+16.1% | Added |
| Weaver Consulting Group | 8,340 | $458.7K | 0.11% | +311+3.9% | Added |
| RKL Wealth Management LLC | 8,341 | $458.7K | 0.04% | +1,389+20.0% | Added |
| Nadler Financial Group, Inc. | 8,345 | $459.0K | 0.04% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 8,384 | $461.1K | 0.07% | +14+0.2% | Added |
| Gladius Capital Management LP | 8,390 | $461.4K | 0.57% | −4,516−35.0% | Reduced |
| Townsend & Associates, Inc | 8,778 | $461.6K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8,414 | $462.8K | 0.17% | −124−1.5% | Reduced |
| Old North State Wealth Management, LLC | 8,424 | $463.4K | 0.22% | +93+1.1% | Added |
| Oak Harvest Investment Services | 8,427 | $463.5K | 0.05% | +1,548+22.5% | Added |
| Cache Advisors, LLC | 8,436 | $464.0K | 0.06% | +5,336+172.1% | Added |
| Blalock Williams, LLC | 8,468 | $465.7K | 0.37% | −574−6.3% | Reduced |
| Garden State Investment Advisory Services LLC | 8,477 | $466.4K | 0.11% | −3,522−29.4% | Reduced |
| Hirtle Callaghan & Co LLC | 8,489 | $466.9K | 0.02% | +2,169+34.3% | Added |
| Promethium Advisors,llc | 8,495 | $467.2K | 0.25% | −250−2.9% | Reduced |
| Asset Advisory Group, Inc. | 8,495 | $467.2K | 0.23% | +8,495 | New |
| Alpha Financial Partners, LLC | 8,532 | $469.2K | 0.29% | −243−2.8% | Reduced |
| Core Alternative Capital | 8,537 | $469.5K | 0.13% | +6,513+321.8% | Added |
| Alhambra Investment Partners LLC | 8,549 | $470.2K | 0.22% | −659−7.2% | Reduced |
| DDFG, Inc | 8,560 | $470.8K | 0.10% | +30.0% | Added |
| Perennial Advisors, LLC | 8,562 | $470.9K | 0.08% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 8,579 | $471.8K | 0.37% | +39+0.5% | Added |
| Nvest Financial, LLC | 8,584 | $472.1K | 0.20% | +335+4.1% | Added |
| Lebenthal Global Advisors, LLC | 8,601 | $473.0K | 0.07% | −73−0.8% | Reduced |
| Financial & Tax Architects, LLC | 8,613 | $473.7K | 0.11% | −80−0.9% | Reduced |
| Ambassador Advisors, LLC | 8,615 | $473.8K | 0.07% | +3,149+57.6% | Added |
| Keudell/Morrison Wealth Management | 8,617 | $473.9K | 0.10% | +8,617 | New |
| A4 Wealth Advisors LLC | 8,622 | $474.2K | 0.41% | −3,887−31.1% | Reduced |
| SOA Wealth Advisors, LLC. | 8,625 | $474.4K | 0.08% | −342−3.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 8,639 | $475.1K | 0.07% | +272+3.3% | Added |
| Crumly & Associates Inc. | 8,645 | $475.5K | 0.10% | −28−0.3% | Reduced |
| Ti-Trust, Inc | 8,646 | $475.5K | 0.29% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9,043 | $475.6K | 0.15% | −739−7.6% | Reduced |
| Charles Schwab Trust Co | 8,648 | $475.6K | 0.03% | +368+4.4% | Added |
| BHK Investment Advisors, LLC | 8,656 | $476.1K | 0.16% | +3,907+82.3% | Added |
| Fogel Capital Management, Inc. | 8,664 | $476.5K | 0.22% | −605−6.5% | Reduced |
| Traveka Wealth, LLC | 8,669 | $476.8K | 0.19% | +150+1.8% | Added |
| FMB Wealth Management | 8,694 | $478.2K | 0.19% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 8,713 | $479.2K | 0.04% | +10.0% | Added |
| Allen Wealth Management, LLC | 8,723 | $479.8K | 0.29% | +461+5.6% | Added |
| Sar Wealth Management Group, LLC | 8,725 | $479.9K | 0.26% | +637+7.9% | Added |
| Transamerica Financial Advisors, Inc. | 8,767 | $482.2K | 0.04% | −2,080−19.2% | Reduced |
| Range Financial Group LLC | 8,768 | $482.2K | 0.17% | −889−9.2% | Reduced |
| Cooper/Haims Advisors, LLC | 8,787 | $483.3K | 0.22% | −321−3.5% | Reduced |
| Gentry Private Wealth, LLC | 8,797 | $483.8K | 0.30% | +8,797 | New |
| Ritter Daniher Financial Advisory LLC | 8,797 | $483.8K | 0.08% | +85+1.0% | Added |
| Sagewood Asset Management LP | 8,812 | $484.7K | 0.17% | +8,812 | New |
| Sage Private Wealth Group, LLC | 8,820 | $485.1K | 0.26% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 8,821 | $485.2K | 0.17% | +1,049+13.5% | Added |
| Vicus Capital | 8,822 | $485.2K | 0.04% | −274−3.0% | Reduced |
| SGL Investment Advisors, Inc. | 8,838 | $485.6K | 0.19% | +268+3.1% | Added |
| Alpha Family Trust | 8,860 | $487.3K | 0.22% | 00.0% | Unchanged |
| Breakthru Advisory Services, LLC | 8,866 | $487.6K | 0.31% | +177+2.0% | Added |
| Blue Bell Private Wealth Management, LLC | 8,867 | $487.7K | 0.07% | +107+1.2% | Added |
| CLG LLC | 8,875 | $488.1K | 0.12% | +8+0.1% | Added |
| HBW Advisory Services LLC | 8,875 | $488.1K | 0.05% | +419+5.0% | Added |
| Beech Hill Advisors, Inc. | 8,875 | $488.1K | 0.23% | −775−8.0% | Reduced |
| Hyperion Capital Advisors LP | 8,900 | $489.5K | 0.24% | −181−2.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 8,912 | $490.2K | 0.08% | +10.0% | Added |
| Harold Davidson & Associates Inc. | 8,932 | $491.3K | 0.22% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 8,948 | $492.1K | 0.06% | −9,653−51.9% | Reduced |
| Private Capital Management, LLC | 8,954 | $492.5K | 0.05% | +10.0% | Added |
| Ballast, Inc. | 8,981 | $494.0K | 0.12% | +419+4.9% | Added |
| Successful Portfolios LLC | 8,848 | $494.2K | 0.25% | +388+4.6% | Added |
| Rosenberg Matthew Hamilton | 8,989 | $494.4K | 0.10% | +116+1.3% | Added |
| Southland Equity Partners LLC | 9,001 | $495.1K | 0.10% | +54+0.6% | Added |
| Sawyer & Company, Inc | 9,005 | $495.3K | 0.18% | −477−5.0% | Reduced |
| Sendero Wealth Management, LLC | 9,017 | $495.9K | 0.05% | +316+3.6% | Added |
| Xxi Wealth, LLC | 9,019 | $496.0K | 0.30% | +9,019 | New |
| RS Crum Inc. | 9,021 | $496.1K | 0.10% | +6+0.1% | Added |
| Freedom Day Solutions, LLC | 9,022 | $496.2K | 0.13% | +9+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 9,024 | $496.3K | 0.20% | −84−0.9% | Reduced |
| Franklin Street Advisors Inc | 9,025 | $496.4K | 0.03% | +238+2.7% | Added |
| Texas Bank & Trust Co | 9,047 | $497.6K | 0.18% | +3,990+78.9% | Added |
| Ssi Investment Management LLC | 9,049 | $497.7K | 0.03% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 9,049 | $497.7K | 0.11% | +17+0.2% | Added |
| Hardy Reed LLC | 9,068 | $498.7K | 0.04% | +281+3.2% | Added |
| Poinciana Advisors Group, LLC | 9,088 | $499.8K | 0.39% | +82+0.9% | Added |
| Greystone Financial Group, LLC | 9,099 | $500.4K | 0.08% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 9,115 | $501.3K | 0.10% | +108+1.2% | Added |
| New England Professional Planning Group Inc. | 9,139 | $502.6K | 0.21% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 9,146 | $503.0K | 0.23% | −276−2.9% | Reduced |
| LeConte Wealth Management, LLC | 9,152 | $503.4K | 0.33% | +533+6.2% | Added |
| Walter & Keenan Financial Consulting Co | 9,154 | $503.5K | 0.13% | +295+3.3% | Added |
| Westshore Wealth, LLC | 9,169 | $504.3K | 0.17% | +182+2.0% | Added |
| Burns J W & Co Inc | 9,174 | $504.5K | 0.06% | −433−4.5% | Reduced |
| Ariadne Wealth Management, LP | 9,625 | $505.5K | 0.21% | −466−4.6% | Reduced |
| Centerpoint Advisory Group | 9,208 | $506.4K | 0.39% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 9,215 | $506.8K | 0.13% | −1,625−15.0% | Reduced |
| Black Swift Group, LLC | 9,250 | $508.8K | 0.08% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 9,259 | $509.2K | 0.04% | +9,259 | New |