Reported value
$91.8M
Institutional 13F value
Stock ownership · SEC 13F · Q4 2025
Who owns BANK AMERICA CORP (CUSIP 060505104)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
The verdict
As of Q4 2025, 18 institutions collectively report $91.8M in BANK AMERICA CORP, a stock that is owned by a sizeable cross-section of institutional filers; ownership here is dominated by its top few institutional owners.
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Reported value
$91.8M
Institutional 13F value
Institutions
18
Reporting holders
Top-5 concentration
88%
Held by 5 largest
New buyers
15
Opened Q4 2025
BANK AMERICA CORP is more widely held than about 77% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.
The number of institutions reporting a BANK AMERICA CORP position has held steady from 18 to 18 over the last 8 quarters of 13F filings.
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 640,361 | $35.2M | 38.3% |
| 2 | GROUPAMA ASSET MANAGMENT | 425,294 | $23.4M | 25.5% |
| 3 | MISHPACHA HOLDINGS CORP | 166,834 | $9.2M | 10.0% |
| 4 | Astoria Portfolio Advisors LLC. | 174,118 | $8.9M | 9.7% |
| 5 | MidFirst Bank | 77,370 | $4.3M | 4.6% |
| 6 | Anchor Investment Management, LLC | 77,082 | $4.2M | 4.6% |
| 7 | Banque Transatlantique SA | 45,534 | $2.5M | 2.7% |
| 8 | CHELSEA COUNSEL CO | 20,000 | $1.1M | 1.2% |
| 9 | THRYVE WEALTH MANAGEMENT LLC | 16,007 | $880K | 1.0% |
| 10 | KW WEALTH MANAGEMENT LLC | 9,571 | $526K | 0.6% |
| 11 | Westshore Wealth, LLC | 9,169 | $504K | 0.5% |
| 12 | DGS Capital Management, LLC | 7,377 | $406K | 0.4% |
| 13 | Tempo Wealth, LLC | 5,128 | $282K | 0.3% |
| 14 | Barnes Wealth Management Group, Inc | 3,845 | $212K | 0.2% |
| 15 | Bell Investment Advisors, Inc | 2,429 | $134K | 0.1% |
| 16 | TD Capital Management LLC | 1,826 | $100K | 0.1% |
| 17 | Nolet Wealth Management, LLC | 433 | $24K | 0.0% |
| 18 | SG Trading Solutions, LLC | 51,322 | $3K | 0.0% |
What the data says about BANK AMERICA CORP
This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.
Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.