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 |
|---|---|---|---|---|---|
| Condor Capital Management | 5,827 | $320.5K | 0.03% | +63+1.1% | Added |
| EPG Wealth Management LLC | 5,830 | $320.7K | 0.09% | +94+1.6% | Added |
| Kera Capital Partners, Inc. | 6,035 | $321.1K | 0.04% | −2,256−27.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,843 | $321.4K | 0.05% | 00.0% | Unchanged |
| Wise Wealth Partners | 5,845 | $321.5K | 0.46% | 00.0% | Unchanged |
| Ponta Wealth Partners, LLC | 5,847 | $321.6K | 0.30% | +5,847 | New |
| North Capital, Inc. | 5,852 | $321.9K | 0.28% | −10.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 5,858 | $322.2K | 0.03% | +360+6.5% | Added |
| Meramec Financial Planners, LLC | 5,703 | $322.4K | 0.13% | +5,703 | New |
| Capital Investment Management, Inc. | 5,870 | $322.9K | 0.11% | +5,870 | New |
| Core Wealth Partners LLC | 5,876 | $323.2K | 0.15% | −141−2.3% | Reduced |
| Stonebridge Financial Group, LLC | 5,877 | $323.2K | 0.03% | +514+9.6% | Added |
| Keystone Financial Planning, Inc. | 5,881 | $323.4K | 0.09% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 5,888 | $323.8K | 0.04% | −21−0.4% | Reduced |
| Asset One Wealth Management LLC | 6,005 | $324.4K | 0.04% | +6,005 | New |
| WMG Financial Advisors, LLC | 5,902 | $324.6K | 0.13% | −499−7.8% | Reduced |
| Miramar Capital, LLC | 5,904 | $324.7K | 0.07% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 5,764 | $325.2K | 0.09% | +649+12.7% | Added |
| CWC Advisors, LLC. | 5,914 | $325.3K | 0.16% | −85−1.4% | Reduced |
| Abound Wealth Management | 5,921 | $325.6K | 0.08% | +312+5.6% | Added |
| J.E. Simmons & Co., P.C. | 5,921 | $325.7K | 0.21% | +5,921 | New |
| Motive Wealth Advisors | 5,936 | $326.5K | 0.14% | +26+0.4% | Added |
| McLaughlin Asset Management, Inc. | 5,947 | $327.1K | 0.29% | +5,947 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,950 | $327.3K | 0.12% | −16,853−73.9% | Reduced |
| Summit Wealth Group LLC | 5,965 | $328.1K | 0.04% | −27,732−82.3% | Reduced |
| Acorn Creek Capital LLC | 5,970 | $328.4K | 0.12% | +181+3.1% | Added |
| Security National Bank | 5,978 | $328.8K | 0.05% | +2,490+71.4% | Added |
| Hamilton Point Investment Advisors, LLC | 5,980 | $328.9K | 0.05% | −8−0.1% | Reduced |
| Willner & Heller, LLC | 5,981 | $329.0K | 0.24% | +29+0.5% | Added |
| Private Wealth Management Group, LLC | 5,984 | $329.1K | 0.09% | −500−7.7% | Reduced |
| Valtinson Bruner Financial Planning LLC | 5,985 | $329.2K | 0.09% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 5,992 | $329.6K | 0.07% | +629+11.7% | Added |
| Plan Group Financial, LLC | 6,007 | $330.4K | 0.09% | +6,007 | New |
| Sterling Investment Advisors, Ltd. | 6,017 | $330.9K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 6,019 | $331.0K | 0.04% | −3,058−33.7% | Reduced |
| USA Financial Portformulas Corp | 6,026 | $331.4K | 0.06% | −2,836−32.0% | Reduced |
| Rossby Financial, LCC | 6,050 | $332.8K | 0.10% | +2,288+60.8% | Added |
| Central Bank & Trust Co | 6,061 | $333.4K | 0.05% | −72−1.2% | Reduced |
| Catalyst Capital Advisors LLC | 6,063 | $333.5K | 0.01% | −4,365−41.9% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 6,065 | $333.6K | 0.29% | −984−14.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 6,070 | $333.8K | 0.05% | +6,070 | New |
| MEMBERS Trust Co | 6,081 | $334.5K | 0.01% | −397−6.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 6,087 | $334.8K | 0.01% | +911+17.6% | Added |
| LeClair Wealth Partners LLC | 6,097 | $335.3K | 0.19% | +118+2.0% | Added |
| Southern Capital Advisors, LLC | 6,112 | $336.2K | 0.16% | +5+0.1% | Added |
| NFP Retirement, Inc. | 6,123 | $336.7K | 0.02% | −55−0.9% | Reduced |
| Granite Investment Partners, LLC | 6,125 | $336.9K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,125 | $336.9K | 0.10% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 6,126 | $336.9K | 0.53% | +6,126 | New |
| Moseley Investment Management Inc | 6,128 | $337.1K | 0.10% | +4+0.1% | Added |
| Cove Private Wealth, LLC | 6,129 | $337.1K | 0.10% | −6,000−49.5% | Reduced |
| Powell Investment Advisors, LLC | 6,138 | $337.6K | 0.12% | 00.0% | Unchanged |
| AXS Investments LLC | 6,147 | $338.1K | 0.12% | −535−8.0% | Reduced |
| Ellevest, Inc. | 6,147 | $338.1K | 0.05% | +858+16.2% | Added |
| MinichMacGregor Wealth Management, LLC | 6,150 | $338.3K | 0.06% | −154−2.4% | Reduced |
| Royal Capital Wealth Management, LLC | 6,156 | $338.6K | 0.20% | +5+0.1% | Added |
| Almanack Investment Partners, LLC. | 6,164 | $339.0K | 0.06% | +643+11.6% | Added |
| Vaughan David Investments LLC | 6,183 | $340.0K | 0.01% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 6,183 | $340.1K | 0.11% | +662+12.0% | Added |
| Fermata Advisors, LLC | 6,193 | $340.6K | 0.08% | +46+0.7% | Added |
| Bennett Associates Wealth Management | 6,195 | $340.7K | 0.24% | +314+5.3% | Added |
| Steadtrust LLC | 6,204 | $341.2K | 0.21% | +131+2.2% | Added |
| Connecticut Capital Management Group, LLC | 6,231 | $342.7K | 0.33% | +6,231 | New |
| Luts & Greenleigh Group, Inc | 6,233 | $342.8K | 0.29% | +32+0.5% | Added |
| Professional Advisory Services Inc | 6,242 | $343.0K | 0.04% | 00.0% | Unchanged |
| Lynx Investment Advisory | 6,238 | $343.1K | 0.19% | +789+14.5% | Added |
| Fiduciary Wealth Partners, LLC | 6,243 | $343.4K | 0.14% | −245−3.8% | Reduced |
| Genesis Private Wealth, LLC | 6,253 | $343.9K | 0.11% | +6,253 | New |
| First American Trust, FSB | 6,255 | $344.0K | 0.02% | −2,108−25.2% | Reduced |
| Insight Wealth Strategies, LLC | 6,265 | $344.6K | 0.04% | +1,017+19.4% | Added |
| GW Henssler & Associates Ltd | 6,271 | $344.9K | 0.02% | +171+2.8% | Added |
| Kagan Cocozza Asset Management | 6,274 | $345.1K | 0.25% | −43−0.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 6,280 | $345.4K | 0.11% | +10.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 6,287 | $345.8K | 0.21% | −48−0.8% | Reduced |
| Carter Financial Group, INC. | 6,292 | $346.0K | 0.21% | −633−9.1% | Reduced |
| Lifestyle Asset Management, Inc. | 6,294 | $346.2K | 0.11% | +368+6.2% | Added |
| Bangor Savings Bank | 6,300 | $346.5K | 0.03% | −10.0% | Reduced |
| BNC Wealth Management, LLC | 6,301 | $346.6K | 0.09% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 6,308 | $346.9K | 0.11% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,322 | $347.7K | 0.04% | +2,003+46.4% | Added |
| Proactive Wealth Strategies LLC | 6,342 | $348.8K | 0.14% | −765−10.8% | Reduced |
| JCIC Asset Management Inc. | 6,353 | $349.4K | 0.11% | −55−0.9% | Reduced |
| Sachetta, LLC | 6,358 | $349.7K | 0.19% | +399+6.7% | Added |
| Saxon Interests, Inc. | 6,365 | $350.1K | 0.12% | +94+1.5% | Added |
| Madrona Financial Services, LLC | 6,369 | $350.3K | 0.07% | −158−2.4% | Reduced |
| Shelton Wealth Management, LLC | 6,376 | $350.7K | 0.15% | +549+9.4% | Added |
| Clarity Wealth Advisors, LLC | 6,382 | $351.0K | 0.07% | −284−4.3% | Reduced |
| Pacific Center for Financial Services | 6,817 | $351.7K | 0.09% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,408 | $352.4K | 0.02% | +6,408 | New |
| Dover Advisors, LLC | 6,409 | $352.5K | 0.14% | −1,136−15.1% | Reduced |
| Capital Advantage, Inc. | 6,422 | $353.2K | 0.05% | +238+3.8% | Added |
| Asset Advisors Investment Management, LLC | 6,430 | $353.6K | 0.03% | −10.0% | Reduced |
| Flagstone Financial Management | 6,436 | $354.0K | 0.09% | +1,600+33.1% | Added |
| Logan Capital Management Inc | 6,443 | $354.4K | 0.01% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 6,448 | $354.6K | 0.04% | −7,119−52.5% | Reduced |
| Integrity Wealth Solutions LLC | 6,457 | $355.2K | 0.14% | +597+10.2% | Added |
| Citrine Capital LLC | 6,466 | $355.6K | 0.17% | 00.0% | Unchanged |
| Fortress Financial Group, LLC | 6,469 | $355.8K | 0.26% | +29+0.5% | Added |
| Ellis Investment Partners, LLC | 6,475 | $356.1K | 0.06% | −252−3.7% | Reduced |
| Widmann Financial Services, Inc. | 6,478 | $356.3K | 0.22% | −700−9.8% | Reduced |