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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 90,932 | $5.00M | 0.28% | +15,928+21.2% | Added |
| Jaffetilchin Investment Partners, LLC | 90,069 | $4.95M | 0.29% | +838+0.9% | Added |
| Lyell Wealth Management, LP | 89,783 | $4.94M | 0.36% | +745+0.8% | Added |
| Roundview Capital LLC | 89,553 | $4.93M | 0.30% | +3,551+4.1% | Added |
| Simplicity Wealth,LLC | 89,533 | $4.92M | 0.29% | +7,433+9.1% | Added |
| Dorsey & Whitney Trust CO LLC | 89,227 | $4.91M | 0.26% | +1,169+1.3% | Added |
| Gold Investment Management Ltd. | 88,689 | $4.88M | 1.56% | +250+0.3% | Added |
| Capital Investment Counsel, Inc | 88,615 | $4.87M | 0.57% | −1,910−2.1% | Reduced |
| Trust Co of Vermont | 88,548 | $4.87M | 0.20% | −4,472−4.8% | Reduced |
| Pring Turner Capital Group Inc | 88,275 | $4.86M | 3.01% | −668−0.8% | Reduced |
| Victrix Investment Advisors | 88,079 | $4.84M | 1.88% | −11,688−11.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 87,835 | $4.83M | 0.36% | −9,667−9.9% | Reduced |
| Convergence Investment Partners, LLC | 87,605 | $4.82M | 0.96% | +1,728+2.0% | Added |
| American Assets Inc | 87,500 | $4.81M | 1.52% | 00.0% | Unchanged |
| Norden Group LLC | 87,461 | $4.81M | 0.47% | −4,530−4.9% | Reduced |
| WCG Wealth Advisors LLC | 87,195 | $4.80M | 0.13% | +10,346+13.5% | Added |
| Mengis Capital Management, Inc. | 87,162 | $4.79M | 0.85% | −4,048−4.4% | Reduced |
| Capital Insight Partners, LLC | 87,033 | $4.79M | 1.01% | −16,386−15.8% | Reduced |
| Hollencrest Capital Management | 86,928 | $4.78M | 0.17% | +50+0.1% | Added |
| Gladstone Institutional Advisory LLC | 86,885 | $4.78M | 0.18% | −3,481−3.9% | Reduced |
| FineMark National Bank & Trust | 86,843 | $4.78M | 0.15% | −4,279−4.7% | Reduced |
| Chilton Investment Co LLC | 86,701 | $4.77M | 0.10% | +47,988+124.0% | Added |
| Rockland Trust Co | 86,666 | $4.77M | 0.19% | −4,193−4.6% | Reduced |
| Qtron Investments LLC | 86,042 | $4.73M | 0.62% | −3,848−4.3% | Reduced |
| F/M Investments LLC | 85,917 | $4.73M | 0.18% | −3,809−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 85,797 | $4.72M | 0.04% | +9,429+12.3% | Added |
| Insigneo Advisory Services, LLC | 85,492 | $4.70M | 0.34% | −1,527−1.8% | Reduced |
| Change Path, LLC | 85,464 | $4.70M | 0.11% | +2,426+2.9% | Added |
| Lakewood Asset Management LLC | 85,439 | $4.70M | 2.76% | +425+0.5% | Added |
| Silvant Capital Management LLC | 85,001 | $4.68M | 0.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 84,386 | $4.64M | 0.28% | +837+1.0% | Added |
| Raab & Moskowitz Asset Management LLC | 84,336 | $4.64M | 1.01% | +737+0.9% | Added |
| Ami Investment Management Inc | 84,285 | $4.64M | 1.04% | +6,073+7.8% | Added |
| Cordatus Wealth Management LLC | 84,248 | $4.63M | 1.07% | +462+0.6% | Added |
| Glass Wealth Management Co LLC | 83,997 | $4.62M | 1.90% | −5,900−6.6% | Reduced |
| Walleye Trading LLC | 83,937 | $4.62M | 0.07% | −299,215−78.1% | Reduced |
| Beacon Investment Advisors LLC | 83,852 | $4.61M | 1.85% | +92+0.1% | Added |
| David J Yvars Group | 83,811 | $4.61M | 2.46% | −1,170−1.4% | Reduced |
| Baker Avenue Asset Management, LP | 83,808 | $4.61M | 0.11% | +5,994+7.7% | Added |
| Kornitzer Capital Management Inc | 83,743 | $4.61M | 0.10% | −64−0.1% | Reduced |
| Plimoth Trust Co LLC | 83,422 | $4.59M | 1.02% | −3,640−4.2% | Reduced |
| Culbertson A N & Co Inc | 83,032 | $4.57M | 0.63% | +4,180+5.3% | Added |
| Wealth Alliance Advisory Group, LLC | 82,965 | $4.56M | 0.78% | +14,848+21.8% | Added |
| Wernau Asset Management Inc. | 82,732 | $4.55M | 4.52% | −882−1.1% | Reduced |
| Mount Vernon Associates Inc | 82,669 | $4.55M | 3.06% | +250+0.3% | Added |
| Prosperity Consulting Group, LLC | 82,386 | $4.53M | 0.20% | +5,185+6.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 82,181 | $4.52M | 0.26% | +22,488+37.7% | Added |
| Mount Yale Investment Advisors, LLC | 82,010 | $4.51M | 0.22% | +45,877+127.0% | Added |
| Landscape Capital Management, L.L.C. | 81,988 | $4.51M | 0.30% | +81,988 | New |
| Meridian Investment Counsel Inc. | 81,943 | $4.51M | 1.09% | −200−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 80,011 | $4.47M | 0.58% | +42,366+112.5% | Added |
| Beaton Management Co. Inc. | 81,195 | $4.47M | 1.97% | −293−0.4% | Reduced |
| Edgestream Partners, L.P. | 80,961 | $4.45M | 0.13% | +80,961 | New |
| Alteri Wealth LLC | 80,815 | $4.44M | 1.44% | +181+0.2% | Added |
| Private Management Group Inc | 80,791 | $4.44M | 0.13% | −1,900−2.3% | Reduced |
| Heritage Trust Co | 80,265 | $4.41M | 0.45% | −664−0.8% | Reduced |
| apricus wealth, LLC | 80,200 | $4.41M | 2.25% | +215+0.3% | Added |
| Coastal Bridge Advisors, LLC | 80,013 | $4.40M | 0.33% | +298+0.4% | Added |
| Check Capital Management Inc | 79,737 | $4.39M | 0.26% | −914−1.1% | Reduced |
| RNC Capital Management LLC | 79,661 | $4.38M | 0.20% | −865−1.1% | Reduced |
| Chemistry Wealth Management LLC | 79,530 | $4.37M | 0.82% | −3,453−4.2% | Reduced |
| Evoke Wealth, LLC | 79,281 | $4.36M | 0.08% | +436+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 79,271 | $4.36M | 0.14% | −2,939−3.6% | Reduced |
| Private Trust Co NA | 79,188 | $4.36M | 0.38% | +12,992+19.6% | Added |
| NorthRock Partners, LLC | 79,020 | $4.35M | 0.07% | −53,835−40.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 78,989 | $4.34M | 0.05% | +1,733+2.2% | Added |
| Curated Wealth Partners LLC | 78,732 | $4.33M | 0.47% | +73,323+1,355.6% | Added |
| Harbour Capital Advisors, LLC | 76,848 | $4.30M | 0.88% | +762+1.0% | Added |
| Catherine Avery Investment Management LLC | 78,101 | $4.30M | 2.57% | −6,379−7.6% | Reduced |
| SeaBridge Investment Advisors LLC | 78,026 | $4.29M | 0.71% | −6,920−8.1% | Reduced |
| Waterloo Capital, L.P. | 77,962 | $4.29M | 0.31% | +9,267+13.5% | Added |
| Processus Wealth & Capital Management, LLC | 77,906 | $4.28M | 2.83% | +1,490+1.9% | Added |
| First National Bank of Omaha | 77,520 | $4.28M | 0.13% | +65,776+560.1% | Added |
| Institute for Wealth Management, LLC. | 77,601 | $4.27M | 0.45% | −809−1.0% | Reduced |
| Peddock Capital Advisors, LLC | 77,443 | $4.26M | 0.89% | −272−0.3% | Reduced |
| Ossiam | 77,374 | $4.26M | 0.08% | +20,542+36.1% | Added |
| MidFirst Bank | 77,370 | $4.26M | 0.34% | +77,370 | New |
| Cornerstone Planning, LLC | 77,448 | $4.25M | 0.99% | +77,448 | New |
| Anchor Investment Management, LLC | 77,082 | $4.24M | 0.34% | −981−1.3% | Reduced |
| Patten & Patten Inc | 76,833 | $4.23M | 0.25% | −4,643−5.7% | Reduced |
| Legacy Wealth Management, LLC | 76,818 | $4.22M | 1.13% | +11,395+17.4% | Added |
| Slagle Financial, LLC | 76,530 | $4.21M | 1.47% | +2,892+3.9% | Added |
| Dunhill Financial, LLC | 76,530 | $4.21M | 1.03% | +44,246+137.1% | Added |
| Grove Bank & Trust | 76,435 | $4.20M | 0.47% | −468−0.6% | Reduced |
| SageView Advisory Group, LLC | 76,425 | $4.20M | 0.14% | −11,504−13.1% | Reduced |
| Ironvine Capital Partners, LLC | 76,179 | $4.19M | 0.42% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 75,947 | $4.18M | 0.05% | +2,520+3.4% | Added |
| Westpac Banking Corp | 75,625 | $4.16M | 0.26% | −77,706−50.7% | Reduced |
| Massachusetts Wealth Management | 75,230 | $4.14M | 1.93% | +268+0.4% | Added |
| Waycross Partners, LLC | 75,000 | $4.13M | 0.34% | 00.0% | Unchanged |
| Wedmont Private Capital | 74,007 | $4.12M | 0.14% | +2,252+3.1% | Added |
| Naviter Wealth, LLC | 74,727 | $4.11M | 0.54% | −9,178−10.9% | Reduced |
| Tower Bridge Advisors | 74,620 | $4.10M | 0.41% | +442+0.6% | Added |
| Trust Asset Management LLC | 74,211 | $4.08M | 0.28% | −2,672−3.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 74,000 | $4.07M | 1.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 73,648 | $4.05M | 1.13% | +460+0.6% | Added |
| Main Street Financial Solutions, LLC | 73,638 | $4.05M | 0.30% | −1,850−2.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 73,302 | $4.03M | 0.28% | +3,835+5.5% | Added |
| Beaumont Financial Advisors, LLC | 73,160 | $4.02M | 0.27% | −9,028−11.0% | Reduced |
| Umpqua Bank | 73,006 | $4.02M | 1.12% | −2,490−3.3% | Reduced |