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 | 3,493 | $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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 5,218 | $287.0K | 0.08% | −606−10.4% | Reduced |
| Integrity Wealth Advisors, Inc. | 5,219 | $287.0K | 0.20% | −7,555−59.1% | Reduced |
| KFA Private Wealth Group, LLC | 5,225 | $287.4K | 0.07% | +425+8.9% | Added |
| NewSquare Capital LLC | 5,229 | $287.6K | 0.03% | −678−11.5% | Reduced |
| Solutions 4 Wealth, Ltd | 5,233 | $287.8K | 0.43% | +6+0.1% | Added |
| Cypress Point Wealth Management, LLC | 5,256 | $289.1K | 0.06% | +10.0% | Added |
| Morris Retirement Advisors, LLC | 5,258 | $289.2K | 0.12% | +783+17.5% | Added |
| Traub Capital Management LLC | 5,259 | $289.2K | 0.28% | 00.0% | Unchanged |
| GatePass Capital, LLC | 5,261 | $289.4K | 0.15% | +5,261 | New |
| Hamilton Capital, LLC | 5,262 | $289.4K | 0.01% | +5,262 | New |
| Barings LLC | 5,264 | $289.5K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 5,269 | $289.8K | 0.10% | 00.0% | Unchanged |
| Wealth Analytics Partners, LLC | 5,286 | $290.7K | 0.11% | +5,286 | New |
| Avid Wealth Partners LLC | 5,296 | $291.3K | 0.14% | +852+19.2% | Added |
| Bulltick Wealth Management, LLC | 5,300 | $291.5K | 0.06% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 5,301 | $291.6K | 0.03% | +149+2.9% | Added |
| Wealth Management Nebraska | 5,310 | $292.1K | 0.03% | +130+2.5% | Added |
| Trueblood Wealth Management, LLC | 5,345 | $294.0K | 0.11% | +19+0.4% | Added |
| Wagner Wealth Management, Corp | 5,348 | $294.1K | 0.29% | +5,348 | New |
| BKM Wealth Management, LLC | 5,348 | $294.2K | 0.11% | −93−1.7% | Reduced |
| Nexus Investment Management ULC | 5,350 | $294.3K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,353 | $294.4K | 0.01% | +802+17.6% | Added |
| James Hambro & Partners | 5,357 | $294.6K | 0.01% | 00.0% | Unchanged |
| Allen Investment Management LLC | 5,364 | $295.0K | 0.00% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 5,376 | $295.7K | 0.13% | +404+8.1% | Added |
| Washington Trust Advisors, Inc. | 5,380 | $295.9K | 0.02% | +4+0.1% | Added |
| Gerber, LLC | 5,383 | $296.0K | 0.17% | −947−15.0% | Reduced |
| Emergent Wealth Advisors, LLC | 5,389 | $296.4K | 0.17% | +5,389 | New |
| Latash Investments, LLC | 5,394 | $296.7K | 0.20% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 5,403 | $297.2K | 0.12% | +5+0.1% | Added |
| Brooklyn FI, LLC | 5,406 | $297.3K | 0.06% | +5,406 | New |
| ATLas Financial Planning LLC | 5,412 | $297.7K | 0.29% | +5,412 | New |
| Plan A Wealth LLC | 5,439 | $299.2K | 0.15% | −598−9.9% | Reduced |
| Rahlfs Capital, LLC | 5,450 | $299.8K | 0.23% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 5,458 | $300.2K | 0.03% | −228−4.0% | Reduced |
| Financial Guidance Group, Inc. | 5,485 | $301.7K | 0.12% | 00.0% | Unchanged |
| Ballast Advisors LLC | 5,489 | $301.9K | 0.08% | 00.0% | Unchanged |
| Seldon Capital LP | 5,502 | $302.6K | 0.10% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 5,507 | $302.9K | 0.10% | 00.0% | Unchanged |
| Norris Perne & French LLP | 5,515 | $303.3K | 0.02% | +237+4.5% | Added |
| Syntax Research, Inc. | 5,521 | $303.7K | 0.19% | −89−1.6% | Reduced |
| Torren Management, LLC | 5,522 | $303.7K | 0.16% | +5,522 | New |
| Up Strategic Wealth Investment Advisors LLC | 5,378 | $304.0K | 0.22% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,535 | $304.4K | 0.15% | −600−9.8% | Reduced |
| Collective Family Office LLC | 5,544 | $304.9K | 0.07% | +167+3.1% | Added |
| Barry Investment Advisors, LLC | 5,547 | $305.1K | 0.07% | −2,139−27.8% | Reduced |
| Skba Capital Management LLC | 5,550 | $305.3K | 0.04% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,560 | $305.8K | 0.08% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,564 | $306.0K | 0.05% | −48−0.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 5,566 | $306.1K | 0.03% | −700−11.2% | Reduced |
| Yoffe Investment Management, LLC | 5,573 | $306.5K | 0.39% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 5,575 | $306.6K | 0.29% | +5,575 | New |
| Sage Investment Advisers LLC | 5,580 | $306.9K | 0.23% | +5,580 | New |
| Bayban | 5,584 | $307.1K | 0.27% | +5,584 | New |
| Ellsworth Advisors, LLC | 5,840 | $307.1K | 0.06% | −32−0.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 5,588 | $307.4K | 0.19% | −22−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 5,596 | $307.8K | 0.03% | −44−0.8% | Reduced |
| First Commonwealth Financial Corp | 5,596 | $307.8K | 0.05% | +590+11.8% | Added |
| Kozak & Associates, Inc. | 5,517 | $308.1K | 0.06% | −2,418−30.5% | Reduced |
| Monument Capital Management | 5,609 | $308.5K | 0.08% | +240+4.5% | Added |
| Midwest Financial Group LLC | 5,610 | $308.5K | 0.14% | +10.0% | Added |
| Kondo Wealth Advisors, Inc. | 5,609 | $308.6K | 0.12% | −19−0.3% | Reduced |
| Leigh Baldwin & Co., LLC | 5,626 | $309.0K | 0.20% | −16,199−74.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 5,625 | $309.0K | 0.20% | −75−1.3% | Reduced |
| K.J. Harrison & Partners Inc | 5,621 | $309.2K | 0.04% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 5,623 | $309.3K | 0.02% | −268−4.5% | Reduced |
| TL Private Wealth | 5,538 | $309.3K | 0.12% | −538−8.9% | Reduced |
| Guerra Pan Advisors, LLC | 5,625 | $309.4K | 0.18% | −410−6.8% | Reduced |
| Banyan Capital Management, Inc. | 5,625 | $309.4K | 0.13% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,626 | $309.4K | 0.11% | +72+1.3% | Added |
| Intergy Private Wealth, LLC | 5,636 | $310.0K | 0.09% | +70+1.3% | Added |
| Sage Rhino Capital LLC | 5,639 | $310.1K | 0.06% | −178−3.1% | Reduced |
| Activest Wealth Management | 5,643 | $310.4K | 0.06% | −7,429−56.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 5,649 | $310.7K | 0.06% | +8+0.1% | Added |
| MFA Wealth Services | 5,653 | $310.9K | 0.21% | +55+1.0% | Added |
| Goldenstone Wealth Management LLC | 5,659 | $311.2K | 0.23% | +5,659 | New |
| Clarus Group, Inc. | 5,667 | $311.7K | 0.11% | −867−13.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 5,668 | $311.8K | 0.06% | −433−7.1% | Reduced |
| First United Bank Trust | 5,669 | $311.8K | 0.10% | −442−7.2% | Reduced |
| Osborne Partners Capital Management, LLC | 5,689 | $312.9K | 0.02% | +273+5.0% | Added |
| Maridea Wealth Management LLC | 5,713 | $314.2K | 0.05% | +21+0.4% | Added |
| BNB Wealth Management, LLC | 5,713 | $314.2K | 0.20% | +5,713 | New |
| Ironwood Investment Management LLC | 5,720 | $314.6K | 0.13% | 00.0% | Unchanged |
| McNamara Financial Services, Inc. | 5,722 | $314.7K | 0.06% | 00.0% | Unchanged |
| St. Louis Trust Co | 5,725 | $314.9K | 0.04% | 00.0% | Unchanged |
| Elser Financial Planning, Inc | 5,725 | $314.9K | 0.23% | +5,725 | New |
| Arlington Trust Co LLC | 5,731 | $315.2K | 0.03% | −6,272−52.3% | Reduced |
| Mountain Capital Investment Advisors, Inc | 6,098 | $315.4K | 0.05% | +56+0.9% | Added |
| Requisite Capital Management, LLC | 5,745 | $316.0K | 0.06% | −1,063−15.6% | Reduced |
| BlueStem Wealth Partners, LLC | 5,752 | $316.4K | 0.03% | +98+1.7% | Added |
| Linden Thomas Advisory Services, LLC | 5,755 | $316.5K | 0.03% | +322+5.9% | Added |
| Delta Accumulation, LLC | 5,756 | $316.6K | 0.32% | +28+0.5% | Added |
| Huntleigh Advisors, Inc. | 5,767 | $317.2K | 0.05% | +10.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,776 | $317.7K | 0.10% | −6,006−51.0% | Reduced |
| Bush Investment Group, LLC | 5,792 | $318.6K | 0.18% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5,800 | $319.0K | 0.05% | −278−4.6% | Reduced |
| Blue Barn Wealth, LLC | 5,802 | $319.1K | 0.46% | −2,617−31.1% | Reduced |
| Passive Capital Management, LLC. | 5,810 | $319.6K | 0.10% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 5,822 | $320.3K | 0.37% | +5,822 | New |
| Flywheel Private Wealth LLC | 5,825 | $320.4K | 0.20% | 00.0% | Unchanged |