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 |
|---|---|---|---|---|---|
| Algert Global LLC | 149,705 | $8.23M | 0.13% | +19,669+15.1% | Added |
| United Capital Management of KS, Inc. | 149,394 | $8.22M | 1.15% | −2,657−1.7% | Reduced |
| Univest Financial Corp | 149,265 | $8.21M | 0.44% | −797−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 149,066 | $8.20M | 0.16% | +8,075+5.7% | Added |
| We Are One Seven, LLC | 148,921 | $8.19M | 0.17% | +12,312+9.0% | Added |
| Smith, Salley & Associates | 148,631 | $8.17M | 0.40% | +7,088+5.0% | Added |
| Stieven Capital Advisors, L.P. | 148,337 | $8.16M | 1.51% | −300−0.2% | Reduced |
| Northeast Investment Management | 147,060 | $8.09M | 0.32% | −2,803−1.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 146,979 | $8.08M | 3.04% | −8,086−5.2% | Reduced |
| Icon Wealth Advisors, LLC | 146,319 | $8.04M | 0.54% | +130.0% | Added |
| Harbor Island Capital LLC | 145,981 | $8.03M | 3.08% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 145,779 | $8.02M | 0.51% | +2,000+1.4% | Added |
| Citizens Business Bank | 145,355 | $7.99M | 1.32% | +7,013+5.1% | Added |
| La Banque Postale Asset Management SA | 144,176 | $7.93M | 0.09% | −207,501−59.0% | Reduced |
| Lynch & Associates | 143,894 | $7.91M | 1.50% | −395−0.3% | Reduced |
| Hennessy Advisors Inc | 143,700 | $7.90M | 0.28% | −7,100−4.7% | Reduced |
| AlphaCore Capital LLC | 143,484 | $7.89M | 0.18% | +31,500+28.1% | Added |
| Greenleaf Trust | 143,403 | $7.89M | 0.07% | −773−0.5% | Reduced |
| Philip James Wealth Mangement, LLC | 143,214 | $7.88M | 0.91% | −4,700−3.2% | Reduced |
| BDF-Gestion | 143,046 | $7.87M | 0.97% | −44,532−23.7% | Reduced |
| Cary Street Partners Financial LLC | 142,902 | $7.86M | 0.19% | +1,141+0.8% | Added |
| Boyar Asset Management Inc. | 142,566 | $7.84M | 4.97% | −6,912−4.6% | Reduced |
| Montag A & Associates Inc | 142,406 | $7.83M | 0.36% | +5,881+4.3% | Added |
| Saranac Partners Ltd | 141,810 | $7.81M | 3.05% | +141,810 | New |
| Alpine Woods Capital Investors, LLC | 141,908 | $7.80M | 1.86% | +1,516+1.1% | Added |
| GAMMA Investing LLC | 141,115 | $7.76M | 0.39% | +5,135+3.8% | Added |
| Kinneret Advisory, LLC | 140,505 | $7.73M | 0.65% | −3,845−2.7% | Reduced |
| Harbor Capital Advisors, Inc. | 139,793 | $7.69M | 0.60% | −339−0.2% | Reduced |
| First Washington CORP | 139,786 | $7.69M | 1.99% | −1,715−1.2% | Reduced |
| Biltmore Family Office, LLC | 139,783 | $7.69M | 1.06% | +380+0.3% | Added |
| Coldstream Capital Management Inc | 139,283 | $7.66M | 0.10% | +7,710+5.9% | Added |
| GHP Investment Advisors, Inc. | 138,564 | $7.62M | 0.31% | +966+0.7% | Added |
| Empire Financial Management Company, LLC | 138,538 | $7.62M | 1.66% | −8,885−6.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 138,197 | $7.60M | 0.31% | +124,910+940.1% | Added |
| Meeder Advisory Services, Inc. | 137,955 | $7.59M | 0.33% | +13,378+10.7% | Added |
| Resources Investment Advisors, LLC. | 137,266 | $7.55M | 0.07% | −10,852−7.3% | Reduced |
| Private Advisory Group LLC | 137,063 | $7.54M | 0.59% | +6,326+4.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 136,991 | $7.53M | 1.22% | +49,761+57.0% | Added |
| Wealthspire Advisors, LLC | 136,730 | $7.52M | 0.06% | +41,268+43.2% | Added |
| Thoroughbred Financial Services, LLC | 135,316 | $7.44M | 0.44% | +4,296+3.3% | Added |
| Moors & Cabot, Inc. | 134,934 | $7.42M | 0.32% | +14,998+12.5% | Added |
| Buckingham Strategic Partners | 134,691 | $7.41M | 0.09% | −26,450−16.4% | Reduced |
| Stamos Capital Partners, L.P. | 133,776 | $7.36M | 1.18% | +3,485+2.7% | Added |
| Thompson Siegel & Walmsley LLC | 133,771 | $7.36M | 0.12% | −855−0.6% | Reduced |
| BancorpSouth Bank | 133,752 | $7.36M | 0.43% | +11,839+9.7% | Added |
| Brighton Jones LLC | 133,382 | $7.34M | 0.27% | +4,193+3.2% | Added |
| Vestmark Advisory Solutions, Inc. | 133,153 | $7.32M | 0.10% | +66,252+99.0% | Added |
| Rothschild Investment LLC | 132,415 | $7.28M | 0.40% | −2,437−1.8% | Reduced |
| McGinn Investment Management, Inc. | 132,215 | $7.27M | 4.22% | +265+0.2% | Added |
| Ascent Group, LLC | 132,044 | $7.26M | 0.25% | +2,952+2.3% | Added |
| Princeton Global Asset Management LLC | 131,997 | $7.26M | 1.18% | +116+0.1% | Added |
| Hoey Investments, Inc | 129,928 | $7.15M | 0.97% | −2,055−1.6% | Reduced |
| Shikiar Asset Management Inc | 128,970 | $7.09M | 1.77% | −375−0.3% | Reduced |
| Mandatum Life Insurance Co Ltd | 128,910 | $7.09M | 1.62% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 128,781 | $7.08M | 0.17% | +10,790+9.1% | Added |
| Patton Fund Management, Inc. | 128,140 | $7.05M | 0.94% | +122,591+2,209.2% | Added |
| Woodmont Investment Counsel LLC | 127,601 | $7.02M | 0.44% | +3,374+2.7% | Added |
| Quantitative Investment Management, LLC | 127,430 | $7.01M | 0.68% | +118,334+1,300.9% | Added |
| Fideuram Asset Management (Ireland) dac | 147,729 | $7.00M | 0.56% | +147,729 | New |
| Hamilton Capital Partners Inc. | 127,246 | $7.00M | 0.26% | +3,545+2.9% | Added |
| Inlet Private Wealth, LLC | 126,949 | $6.98M | 1.62% | −7,600−5.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 126,873 | $6.98M | 4.36% | +131+0.1% | Added |
| Lincluden Management Ltd | 126,604 | $6.96M | 0.59% | −11,867−8.6% | Reduced |
| Bretton Capital Management, LLC | 126,000 | $6.93M | 5.80% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 124,984 | $6.87M | 1.31% | −2,497−2.0% | Reduced |
| Parsons Capital Management Inc | 124,918 | $6.87M | 0.38% | +474+0.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 124,013 | $6.82M | 1.32% | +1,620+1.3% | Added |
| Mission Wealth Management, LP | 123,686 | $6.80M | 0.14% | −7,365−5.6% | Reduced |
| Signet Financial Management, LLC | 123,307 | $6.78M | 0.76% | −353−0.3% | Reduced |
| Twinbeech Capital LP | 123,066 | $6.77M | 0.48% | +123,066 | New |
| Asset Planning Services Inc | 122,975 | $6.76M | 2.99% | −8,915−6.8% | Reduced |
| Hudson Capital Management LLC | 122,750 | $6.75M | 1.69% | −802−0.6% | Reduced |
| Tema ETFs LLC | 122,559 | $6.74M | 0.52% | −364−0.3% | Reduced |
| Montgomery Investment Management Inc | 122,076 | $6.71M | 2.42% | −197−0.2% | Reduced |
| Forum Financial Management, LP | 121,908 | $6.70M | 0.09% | −311−0.3% | Reduced |
| Baugh & Associates, LLC | 134,166 | $6.70M | 3.29% | −4,538−3.3% | Reduced |
| Gibraltar Capital Management, Inc. | 121,712 | $6.69M | 1.14% | −5,290−4.2% | Reduced |
| Manatuck Hill Partners, LLC | 121,198 | $6.67M | 2.33% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 120,263 | $6.61M | 0.10% | +411+0.3% | Added |
| Principle Wealth Partners LLC | 120,058 | $6.60M | 0.37% | +686+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 119,876 | $6.59M | 0.50% | −309−0.3% | Reduced |
| Nomura Holdings Inc | 119,643 | $6.58M | 0.02% | −147,606−55.2% | Reduced |
| DCF Advisers, LLC | 119,500 | $6.57M | 2.17% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 118,891 | $6.54M | 0.37% | +1,849+1.6% | Added |
| Means Investment Co., Inc. | 118,629 | $6.52M | 0.55% | −683−0.6% | Reduced |
| Kingsview Wealth Management, LLC | 118,274 | $6.51M | 0.09% | −223−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 118,117 | $6.50M | 0.20% | −6,966−5.6% | Reduced |
| California First Leasing Corp | 117,500 | $6.46M | 2.10% | 00.0% | Unchanged |
| Prospect Hill Management, LLC | 117,500 | $6.46M | 2.61% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 117,260 | $6.45M | 0.24% | −41,325−26.1% | Reduced |
| Griffith & Werner, Inc. | 117,037 | $6.44M | 3.28% | +923+0.8% | Added |
| Sagespring Wealth Partners, LLC | 116,523 | $6.41M | 0.12% | +8,151+7.5% | Added |
| Neville Rodie & Shaw Inc | 116,358 | $6.40M | 0.45% | +62,540+116.2% | Added |
| Clear Street Markets LLC | 116,277 | $6.40M | 1.14% | +88,926+325.1% | Added |
| Canandaigua National Bank & Trust Co | 116,036 | $6.38M | 0.57% | −2,537−2.1% | Reduced |
| Greenwood Capital Associates LLC | 115,882 | $6.37M | 0.69% | −3,157−2.7% | Reduced |
| Sigma Planning Corp | 115,446 | $6.35M | 0.18% | −1,030−0.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 110,517 | $6.33M | 0.13% | +1,971+1.8% | Added |
| Integrated Advisors Network LLC | 114,758 | $6.31M | 0.28% | −32,837−22.2% | Reduced |
| Strategic Planning Group, LLC | 114,432 | $6.29M | 0.81% | +8,200+7.7% | Added |