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
- 3,616
- +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 | 3,620 | $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 |
|---|---|---|---|---|---|
| TSA Wealth Managment LLC | 4,153 | $228.4K | 0.08% | +4,153 | New |
| Kaizen Financial Strategies | 4,154 | $228.5K | 0.10% | +18+0.4% | Added |
| Corrado Advisors, LLC | 4,158 | $228.7K | 0.11% | +4+0.1% | Added |
| Shade Tree Advisors LLC | 4,163 | $229.0K | 0.17% | +4,163 | New |
| AIFG Consultants Ltd. | 4,164 | $229.0K | 0.39% | −1,901−31.3% | Reduced |
| Legacy Wealth Partners, LLC | 4,168 | $229.2K | 0.06% | +4,168 | New |
| Hidden Cove Wealth Management, LLC | 4,174 | $229.6K | 0.15% | −387−8.5% | Reduced |
| JMN Financial LLC | 4,175 | $229.6K | 0.23% | +4,175 | New |
| Palladiem, LLC | 4,154 | $229.6K | 0.22% | +4,154 | New |
| Meritage Portfolio Management | 4,178 | $229.8K | 0.02% | −75−1.8% | Reduced |
| Meixler Investment Management, Ltd. | 4,200 | $231.0K | 0.14% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 4,200 | $231.0K | 0.17% | +4,200 | New |
| Joseph P. Lucia & Associates, LLC | 4,201 | $231.1K | 0.08% | +10.0% | Added |
| Sierra Ocean, LLC | 4,204 | $231.2K | 0.19% | +4,204 | New |
| Compass Ion Advisors, LLC | 4,210 | $231.5K | 0.02% | +55+1.3% | Added |
| SageGuard Financial Group, LLC | 4,215 | $231.8K | 0.04% | +4,215 | New |
| Truepoint, Inc. | 4,219 | $232.0K | 0.01% | +123+3.0% | Added |
| Sandbox Financial Partners, LLC | 4,220 | $232.1K | 0.06% | +20.0% | Added |
| YANKCOM Partnership | 4,239 | $233.1K | 0.10% | +741+21.2% | Added |
| Reston Wealth Management LLC | 4,244 | $233.4K | 0.07% | +4,244 | New |
| De Burlo Group Inc | 4,248 | $233.6K | 0.03% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,250 | $233.8K | 0.05% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 4,250 | $233.8K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 4,250 | $233.8K | 0.03% | +4,250 | New |
| Harvest Investment Services, LLC | 4,252 | $233.9K | 0.04% | −552−11.5% | Reduced |
| First County Bank | 4,255 | $234.0K | 0.13% | −207−4.6% | Reduced |
| Nemes Rush Group LLC | 4,257 | $234.2K | 0.02% | +645+17.9% | Added |
| Wagner Wealth Management, LLC | 4,264 | $234.5K | 0.05% | +334+8.5% | Added |
| Live Oak Investment Partners | 4,265 | $234.6K | 0.14% | +6+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,267 | $234.7K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,273 | $235.0K | 0.01% | +4,273 | New |
| Fourth Dimension Wealth, LLC | 4,277 | $235.3K | 0.09% | −705−14.2% | Reduced |
| Commonwealth Financial Services, LLC | 4,280 | $235.4K | 0.04% | +4,280 | New |
| Treasure Coast Financial Planning | 4,283 | $235.5K | 0.13% | +4,283 | New |
| King Wealth | 4,283 | $236.0K | 0.03% | −188−4.2% | Reduced |
| Bernardo Wealth Planning LLC | 4,300 | $236.5K | 0.05% | +112+2.7% | Added |
| Telos Capital Management, Inc. | 4,308 | $236.9K | 0.02% | +4,308 | New |
| Acorns Advisers, LLC | 4,312 | $237.0K | 0.00% | +173+4.2% | Added |
| Legacy Wealth Advisors, LLC | 4,321 | $237.7K | 0.16% | +4,321 | New |
| Sightline Wealth Advisors, LLC | 4,332 | $238.3K | 0.10% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 4,334 | $238.4K | 0.02% | +20.0% | Added |
| Mullaney, Keating & Wright, Inc. | 4,338 | $238.6K | 0.13% | 00.0% | Unchanged |
| Capstone Wealth Management Group LLC | 4,345 | $239.0K | 0.14% | 00.0% | Unchanged |
| Invst, LLC | 4,345 | $239.0K | 0.03% | +393+9.9% | Added |
| Stenger Family Office, LLC | 4,346 | $239.0K | 0.05% | +337+8.4% | Added |
| Pine Harbor Wealth Management, LLC | 4,349 | $239.2K | 0.07% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 4,351 | $239.3K | 0.07% | +269+6.6% | Added |
| Pursuit Wealth Strategies, LLC | 4,351 | $239.3K | 0.34% | +4,351 | New |
| Taylor Financial Group, Inc. | 4,363 | $240.0K | 0.14% | 00.0% | Unchanged |
| Burk Holdings LLC | 4,365 | $240.1K | 0.11% | −634−12.7% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,369 | $240.3K | 0.05% | 00.0% | Unchanged |
| MLG Wealth Management DBA Pine Grove Financial Group | 4,373 | $240.5K | 0.03% | +4,373 | New |
| RTD Financial Advisors, Inc. | 4,388 | $241.4K | 0.03% | +8+0.2% | Added |
| Van Diest Capital, LLC | 4,390 | $241.4K | 0.36% | +4,390 | New |
| Kotler Kevin | 4,392 | $241.6K | 0.18% | +4,392 | New |
| Congress Park Capital LLC | 4,395 | $241.7K | 0.07% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,397 | $241.8K | 0.01% | −6,000−57.7% | Reduced |
| Holland Advisory Services, Inc. | 4,403 | $242.2K | 0.33% | +3+0.1% | Added |
| Financial Alternatives, Inc | 4,415 | $242.8K | 0.14% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 4,418 | $243.0K | 0.03% | +97+2.2% | Added |
| Richmond Investment Services, LLC | 4,420 | $243.1K | 0.04% | +195+4.6% | Added |
| Northland Securities, Inc. | 4,425 | $243.4K | 0.23% | +4,425 | New |
| Bravias Capital Group, LLC | 4,430 | $243.6K | 0.15% | −786−15.1% | Reduced |
| Lakeridge Wealth Management LLC | 4,440 | $244.2K | 0.11% | +276+6.6% | Added |
| Norway Savings Bank | 4,443 | $244.4K | 0.11% | +410+10.2% | Added |
| Founders Capital Management | 4,470 | $245.8K | 0.13% | −30−0.7% | Reduced |
| Eastover Investment Advisors LLC | 4,470 | $245.8K | 0.11% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 4,478 | $246.3K | 0.04% | −500−10.0% | Reduced |
| Brendel Financial Advisors LLC | 4,508 | $247.9K | 0.12% | +217+5.1% | Added |
| Tripletail Wealth Management, LLC | 4,513 | $248.2K | 0.31% | 00.0% | Unchanged |
| Claris Financial LLC | 4,521 | $248.6K | 0.13% | +18+0.4% | Added |
| Arrowroot Family Office, LLC | 4,525 | $248.9K | 0.09% | +4,525 | New |
| Collar Capital Management, LLC | 4,530 | $249.2K | 0.17% | −400−8.1% | Reduced |
| Core Wealth Advisors, Inc. | 4,539 | $249.7K | 0.06% | +4,539 | New |
| Signature Wealth Management Partners, LLC | 4,542 | $249.8K | 0.12% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 4,549 | $250.2K | 0.06% | +378+9.1% | Added |
| Total Clarity Wealth Management, Inc. | 4,565 | $251.1K | 0.06% | +129+2.9% | Added |
| LFA - Lugano Financial Advisors SA | 4,571 | $251.4K | 0.13% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 4,503 | $251.5K | 0.06% | +90+2.0% | Added |
| VanderPol Investments L.L.C. | 4,585 | $252.2K | 0.48% | +6+0.1% | Added |
| Riverview Capital Advisers, LLC | 4,586 | $252.2K | 0.08% | −100−2.1% | Reduced |
| Matrix Private Capital Group LLC | 4,589 | $252.4K | 0.13% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 4,591 | $252.5K | 0.11% | −1,945−29.8% | Reduced |
| Disciplined Investments, LLC | 4,596 | $252.8K | 0.10% | +20.0% | Added |
| All Terrain Financial Advisors, LLC | 4,600 | $253.0K | 0.08% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 4,609 | $253.5K | 0.06% | −553−10.7% | Reduced |
| Panoramic Capital Partners, LLC | 4,618 | $254.0K | 0.16% | +68+1.5% | Added |
| Lexington Hill Partners, LLC | 4,624 | $254.3K | 0.19% | +4,624 | New |
| Capstone Financial Advisors, Inc. | 4,637 | $255.0K | 0.01% | +29+0.6% | Added |
| Berkshire Money Management, Inc. | 4,637 | $255.0K | 0.02% | +4,637 | New |
| Center for Financial Planning, Inc. | 4,637 | $255.0K | 0.03% | −302−6.1% | Reduced |
| Watershed Private Wealth LLC | 4,639 | $255.1K | 0.08% | +4,639 | New |
| Phocas Financial Corp. | 4,640 | $255.2K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,644 | $255.4K | 0.03% | +4,644 | New |
| Creekside Partners | 4,647 | $255.6K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,648 | $255.6K | 0.04% | 00.0% | Unchanged |
| Eagle Wealth Advisors LLC | 4,658 | $256.2K | 0.22% | +4,658 | New |
| Accelerate Investment Advisors LLC | 4,660 | $256.3K | 0.17% | +23+0.5% | Added |
| 5T Wealth, LLC | 4,664 | $256.5K | 0.10% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 4,664 | $256.5K | 0.04% | +4,664 | New |