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; 3,619 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
- 3,616
- +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
- 1,321 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 | 3,619 | $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, 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 |
|---|---|---|---|---|---|
| Richardson Capital Management LLC | 600 | $33.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 600 | $33.0K | 0.02% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 600 | $33.0K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 610 | $33.5K | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 626 | $34.4K | 0.01% | +532+566.0% | Added |
| 1248 Management, LLC | 632 | $34.8K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 635 | $34.9K | 0.02% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 639 | $35.1K | 0.01% | +116+22.2% | Added |
| GPS Wealth Strategies Group, LLC | 645 | $35.5K | 0.03% | −1,452−69.2% | Reduced |
| Coston, McIsaac & Partners | 662 | $36.0K | 0.01% | +314+90.2% | Added |
| Gilpin Wealth Management, LLC | 662 | $36.4K | 0.03% | +662 | New |
| Horrell Capital Management, Inc. | 690 | $38.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 690 | $38.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 696 | $38.3K | 0.01% | +696 | New |
| Sofos Investments, Inc. | 697 | $38.3K | 0.01% | −2,275−76.5% | Reduced |
| Atomic Invest LLC | 698 | $38.6K | 0.02% | +698 | New |
| Acima Private Wealth, LLC | 706 | $38.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 708 | $38.9K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 719 | $39.5K | 0.03% | −1,333−65.0% | Reduced |
| Cedar Mountain Advisors, LLC | 720 | $39.6K | 0.01% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 728 | $40.0K | 0.01% | +81+12.5% | Added |
| MPWM Advisory Solutions, LLC | 730 | $40.2K | 0.02% | +276+60.8% | Added |
| Valor Advisors LLC | 733 | $40.3K | 0.03% | +733 | New |
| Aventus Investment Advisors, Inc. | 740 | $40.7K | 0.03% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 745 | $41.0K | 0.01% | −1,132−60.3% | Reduced |
| Key Capital Management, INC | 745 | $41.0K | 0.04% | +745 | New |
| Paladin Partners, LLC | 763 | $42.0K | 0.03% | +763 | New |
| Granite FO LLC | 772 | $42.5K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 775 | $42.6K | 0.02% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 780 | $42.9K | 0.67% | 00.0% | Unchanged |
| Robinswood Financial LLC | 798 | $43.9K | 0.01% | +3+0.4% | Added |
| Bare Financial Services, Inc | 800 | $44.0K | 0.01% | +76+10.5% | Added |
| Stephens Consulting, LLC | 800 | $44.0K | 0.01% | +215+36.8% | Added |
| Ankerstar Wealth, LLC | 800 | $44.0K | 0.04% | +800 | New |
| Highline Wealth Partners LLC | 801 | $44.0K | 0.01% | +34+4.4% | Added |
| Penserra Capital Management LLC | 828 | $45.0K | 0.00% | +213+34.6% | Added |
| Swiss Re Ltd | 823 | $45.3K | 0.00% | +823 | New |
| Hughes Financial Services, LLC | 824 | $45.3K | 0.01% | +14+1.7% | Added |
| Kerr Financial Planning Corp | 828 | $45.5K | 0.06% | +2+0.2% | Added |
| Red Tortoise LLC | 830 | $45.6K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 840 | $46.2K | 0.01% | +95+12.8% | Added |
| Marquette Asset Management, LLC | 842 | $46.3K | 0.01% | +254+43.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 862 | $47.0K | 0.00% | −430−33.3% | Reduced |
| Osterweis Capital Management Inc | 878 | $48.3K | 0.00% | +171+24.2% | Added |
| Rakuten Securities, Inc. | 893 | $49.1K | 0.02% | +611+216.7% | Added |
| Fortis Group Advisors, LLC | 914 | $50.3K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 914 | $50.3K | 0.03% | −23−2.5% | Reduced |
| Camelot Portfolios, LLC | 917 | $50.4K | 0.03% | +917 | New |
| LM Advisors LLC | 2,775 | $50.5K | 1.02% | −38,112−93.2% | Reduced |
| Retirement Wealth Solutions LLC | 942 | $51.8K | 0.03% | 00.0% | Unchanged |
| Vision Retirement, LLC | 944 | $51.9K | 0.01% | +944 | New |
| VSM Wealth Advisory, LLC | 972 | $53.4K | 0.02% | −9−0.9% | Reduced |
| Estate Planners Group, LLC | 986 | $54.2K | 0.02% | +986 | New |
| First Community Trust NA | 1,000 | $55.0K | 0.04% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 1,000 | $55.0K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,003 | $55.2K | 0.05% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 1,005 | $55.3K | 0.04% | +1,005 | New |
| Acumen Wealth Advisors, LLC | 1,013 | $55.7K | 0.02% | +1,013 | New |
| Perkins Coie Trust Co | 1,017 | $55.9K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 1,026 | $56.4K | 0.05% | +1,026 | New |
| Litman Gregory Asset Management LLC | 1,055 | $58.0K | 0.00% | +1,055 | New |
| Atlantic Private Wealth, LLC | 1,057 | $58.1K | 0.04% | +790+295.9% | Added |
| Quest 10 Wealth Builders, Inc. | 1,077 | $59.2K | 0.05% | −45−4.0% | Reduced |
| Davis Capital Management | 1,077 | $59.2K | 0.04% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 1,088 | $59.8K | 0.02% | +1,088 | New |
| Dogwood Wealth Management LLC | 1,101 | $60.6K | 0.03% | +153+16.1% | Added |
| HighMark Wealth Management LLC | 1,109 | $61.0K | 0.02% | +16+1.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,100 | $61.0K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 1,125 | $61.9K | 0.03% | −1,125−50.0% | Reduced |
| POM Investment Strategies, LLC | 1,128 | $62.0K | 0.03% | +122+12.1% | Added |
| Proathlete Wealth Management LLC | 1,151 | $63.3K | 0.02% | +650+129.7% | Added |
| Measured Wealth Private Client Group, LLC | 1,161 | $63.9K | 0.02% | −1,804−60.8% | Reduced |
| Purpose Unlimited Inc. | 1,180 | $64.9K | 0.00% | +1,180 | New |
| Noble Wealth Management PBC | 1,187 | $65.3K | 0.03% | +92+8.4% | Added |
| Loomis Sayles & Co L P | 1,193 | $65.6K | 0.00% | −44−3.6% | Reduced |
| Cranbrook Wealth Management, LLC | 1,196 | $65.8K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,214 | $66.8K | 0.10% | −12,534−91.2% | Reduced |
| Aspect Partners, LLC | 1,215 | $66.8K | 0.03% | −207−14.6% | Reduced |
| Country Trust Bank | 1,226 | $67.4K | 0.00% | −600−32.9% | Reduced |
| McGuire Capital Advisors Inc | 1,247 | $68.6K | 0.04% | +1,247 | New |
| LOM Asset Management Ltd | 1,250 | $68.8K | 0.02% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,261 | $69.4K | 0.07% | +1,261 | New |
| Kilter Group LLC | 1,265 | $69.6K | 0.03% | +449+55.0% | Added |
| Balentine LLC | 1,268 | $69.7K | 0.00% | +32+2.6% | Added |
| Wiser Advisor Group LLC | 1,274 | $70.1K | 0.08% | +755+145.5% | Added |
| United Financial Planning Group LLC | 1,278 | $70.3K | 0.04% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,282 | $70.5K | 0.02% | +1,282 | New |
| High Note Wealth, LLC | 1,295 | $71.2K | 0.01% | +309+31.3% | Added |
| IFC & Insurance Marketing, Inc. | 1,305 | $72.0K | 0.07% | +1,305 | New |
| Broadwater Capital Management LLC | 1,332 | $73.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,347 | $74.1K | 0.01% | +508+60.5% | Added |
| Triumph Capital Management | 1,359 | $74.7K | 0.02% | +1,359 | New |
| Meeder Asset Management Inc | 1,365 | $75.1K | 0.00% | −83−5.7% | Reduced |
| Olistico Wealth, LLC | 1,393 | $76.6K | 0.04% | +1,393 | New |
| Financial Freedom, LLC | 1,397 | $76.8K | 0.04% | +3+0.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,429 | $78.6K | 0.01% | +2+0.1% | Added |
| Valued Wealth Advisors LLC | 1,430 | $78.7K | 0.03% | +69+5.1% | Added |
| Howard Hughes Medical Institute | 1,449 | $79.7K | 0.05% | −14−1.0% | Reduced |
| Oakmont Corp | 1,455 | $80.0K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1,477 | $81.3K | 0.08% | +1,477 | New |