Bank of America Corp. (bac 7.25 Perp L)Preferred / convertible
13F holders, Q3 2025 (September 30)259holders −6
17new positions
22sold out
1famous investor
$182.49avg. 13F price*
At the end of Q3 2025, 259 institutions reported holding Bank of America Corp. (bac 7.25 Perp L) in their 13F filings, down 6 from Q2 2025. 17 opened new positions and 22 sold out. The largest holders were Franklin Resources Inc. ($430.3M), Voya Investment Management LLC ($377.9M) and Advent Capital Management ($223.3M). One famous investor held it Israel Englander ( of Millennium Management's portfolio).
- Company
- Bank of America Corp. (bac 7.25 Perp L)
- Filed as
- BANK AMERICA CORP (Q3 2025)
- CUSIP
- 060505682
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.9M |
| Exits | 22 | $20.5M |
All 13F filers, Q2 2025 → Q3 2025: 8,378,305 shares bought and 253,855 shares sold, net +8,124,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| Franklin Resources Inc. | — | Add +80564.4% | 8,272,129 | $430.3M |
| Voya Investment Management LLC | — | No change | 295,235 | $377.9M |
| Advent Capital Management | — | Add +2.1% | 176,506 | $223.3M |
| BlackRock, Inc. | — | Add +2.0% | 155,687 | $199.3M |
| Camden Asset Management L P | — | Add +7.2% | 128,071 | $164.0M |
| Victory Capital Management Inc. | — | Reduce -1.1% | 71,210 | $91.1M |
| Ameriprise Financial Inc. | — | Add +11.6% | 48,316 | $61.9M |
| Stonebridge Advisors LLC | — | Add +1.0% | 47,533 | $60.9M |
| Manufacturers Life Insurance Company, The | — | Add +1.3% | 43,285 | $55.5M |
| American Century Companies Inc. | — | Reduce -2.3% | 43,154 | $55.4M |
| State Street Corp. | — | Add +3.7% | 42,413 | $54.3M |
| Wellington Management Group LLP | — | Add +216.8% | 39,108 | $50.1M |
| Morgan Stanley | — | Add +1.6% | 37,759 | $48.3M |
| Nuveen, LLC | — | Reduce -0.2% | 34,338 | $44.0M |
| FMR LLC | — | Reduce -10.7% | 33,268 | $42.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +0.9% | 29,141 | $37.3M |
| Calamos Advisors LLC | — | Reduce -0.5% | 28,015 | $35.9M |
| First Trust Advisors LP | — | Reduce -58.4% | 27,843 | $35.6M |
| First Eagle Investment Management, LLC | — | No change | 24,541 | $31.4M |
| Advisors Capital Management, LLC | — | Add +4.8% | 23,346 | $29.9M |
| Wells Fargo & Company | — | Reduce -1.1% | 22,657 | $29.0M |
| Pier 88 Investment Partners LLC | — | Reduce -0.6% | 21,403 | $27.4M |
| Invesco Ltd. | — | No change | 19,300 | $24.7M |
| Villere St Denis J & Co. LLC | — | Reduce -2.3% | 18,980 | $24.3M |
| MacKay Shields LLC | — | Reduce -3.1% | 17,584 | $22.5M |
| New York State Common Retirement Fund | — | Add +6.6% | 16,846 | $21.6M |
| Ssi Investment Management LLC | — | Reduce -3.6% | 15,453 | $19.8M |
| Everett Harris & Co. | — | Reduce -0.2% | 15,082 | $19.3M |
| Focus Partners Wealth | — | Reduce -2.5% | 14,143 | $18.1M |
| JPMorgan Chase & Co. | — | Reduce -13.7% | 13,807 | $17.7M |
| Captrust Financial Advisors | — | Add +3.6% | 13,545 | $17.3M |
| Phraction Management LLC | — | No change | 10,329 | $13.2M |
| New England Asset Management Inc. | — | No change | 9,435 | $12.1M |
| Alliancebernstein L.P. | — | Reduce -5.5% | 8,356 | $10.7M |
| Rational Advisors, Inc. | — | No change | 8,048 | $10.3M |
| Zazove Associates LLC | — | New | 7,417 | $9.5M |
| LPL Financial LLC | — | Reduce -12.0% | 7,294 | $9.3M |
| RB Capital Management, LLC | — | Add +1.3% | 6,886 | $8.8M |
| Raymond James Financial Inc. | — | Add +1.5% | 6,841 | $8.8M |
| UBS Group AG | — | Add +6.0% | 6,775 | $8.7M |
| Citigroup Inc. | — | Add +0.5% | 6,465 | $8.3M |
| Conning Inc. | — | No change | 6,235 | $8.0M |
| Stratos Wealth Partners, LTD. | — | Reduce -1.0% | 5,760 | $7.4M |
| Xcel Wealth Management, LLC | — | Add +8.0% | 5,645 | $7.2M |
| Epiq Partners, LLC | — | Reduce -1.2% | 5,039 | $6.4M |
| Stifel Financial Corp. | — | Reduce -1.3% | 4,781 | $6.1M |
| Russell Investments Group, Ltd. | — | Reduce -0.7% | 4,731,000 | $6.1M |
| Hudson Capital Management LLC | — | Add +0.7% | 4,638 | $5.9M |
| Palisade Capital Management, LP | — | Reduce -1.8% | 4,296 | $5.5M |
| Bank of America Corp. | — | Reduce -1.6% | 4,185 | $5.4M |
| Envestnet Asset Management Inc. | — | Reduce -0.3% | 3,815 | $4.9M |
| CSS LLC | — | Reduce -80.9% | 3,613 | $4.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | — | Reduce -8.4% | 3,561 | $4.6M |
| Kestra Advisory Services, LLC | — | Reduce -6.5% | 3,437 | $4.4M |
| Peloton Wealth Strategists | — | Reduce -0.2% | 3,365 | $4.3M |
| Laffer Tengler Investments, Inc. | — | Add +0.3% | 3,293 | $4.2M |
| Wolverine Asset Management LLC | — | Reduce -0.6% | 3,205 | $4.1M |
| Seven Springs Wealth Group, LLC | — | Add +8.5% | 3,047 | $3.9M |
| Commonwealth Equity Services, LLC | — | Reduce -6.0% | 2,968 | $3.8M |
| Lake Street Private Wealth, LLC | — | Reduce -3.0% | 2,880 | $3.7M |
| Icon Advisers Inc. | — | Add +36.8% | 2,734 | $3.5M |
| Montag A & Associates Inc. | — | Reduce -6.1% | 2,590 | $3.3M |
| Agf Management Ltd. | — | No change | 2,500 | $3.2M |
| Neuberger Berman Group LLC | — | Reduce -0.3% | 2,500 | $3.2M |
| Marathon Trading Investment Management LLC | — | No change | 2,464 | $3.2M |
| KCM Investment Advisors LLC | — | Add +1.2% | 2,459 | $3.1M |
| Mariner, LLC | — | Add +0.5% | 2,373 | $3.0M |
| Founders Capital Management, LLC | — | No change | 2,293 | $2.9M |
| AEGON USA Investment Management, LLC | — | Reduce -9.7% | 2,248 | $2.9M |
| Alexander Labrunerie & Co., Inc. | — | Reduce -1.0% | 2,178 | $2.8M |
| LexAurum Advisors, LLC | — | Reduce -5.9% | 2,124 | $2.7M |
| Lido Advisors, LLC | — | New | 47,476 | $2.6M |
| Uniplan Investment Counsel, Inc. | — | Add +2.8% | 2,028 | $2.6M |
| Private Wealth Partners, LLC | — | No change | 2,000 | $2.6M |
| Lee Financial Co | — | New | 1,828 | $2.3M |
| Susquehanna International Group, LLP | — | Add +3.9% | 1,771 | $2.3M |
| Summitry LLC | — | Reduce -1.9% | 1,647 | $2.1M |
| Snowden Capital Advisors LLC | — | Add +1.5% | 1,639 | $2.1M |
| Curi Capital, LLC | — | Add +14.3% | 1,603 | $2.1M |
| Edgemoor Investment Advisors, Inc. | — | No change | 1,591 | $2.0M |
| JT Stratford LLC | — | Add +9.6% | 1,403 | $1.8M |
| Sei Investments Co. | — | Reduce -0.1% | 1,374 | $1.8M |
| Cove Private Wealth, LLC | — | Reduce -8.8% | 1,300 | $1.7M |
| Magnus Financial Group LLC | — | Add +0.8% | 1,280 | $1.6M |
| Union Bancaire Privee, UBP SA | — | No change | 1,480 | $1.6M |
| Truist Financial Corp. | — | Reduce -18.8% | 1,238 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | — | Reduce -2.8% | 1,234 | $1.6M |
| Apollon Financial, LLC | — | Reduce -20.5% | 1,220 | $1.6M |
| Scotia Capital Inc. | — | Add +6.5% | 1,178 | $1.5M |
| Marathon Capital Management | — | No change | 1,148 | $1.5M |
| Diversify Advisory Services, LLC | — | Add +7.0% | 1,132 | $1.4M |
| Schroder Investment Management Group | — | No change | 1,096 | $1.4M |
| Goldman Sachs Group Inc. | — | No change | 1,088 | $1.4M |
| Schnieders Capital Management, Llc. | — | — | 1,064 | $1.4M |
| Coordinated Financial Services, Inc. | — | Reduce -0.2% | 1,033 | $1.3M |
| Pinnacle Holdings, LLC | — | No change | 1,016 | $1.3M |
| 180 Wealth Advisors, LLC | — | Add +1.6% | 953 | $1.2M |
| Baird Financial Group, Inc. | — | Add +6.1% | 924 | $1.2M |
| Osaic Holdings, Inc. | — | Add +1.8% | 922 | $1.2M |
| Spectrum Asset Management, Inc. | — | No change | 897 | $1.1M |
"% of holder's portfolio" is BANK OF AMERICA CORP (BAC 7.25 PERP L)'s weight in each manager's 13F, not the share of Bank of America Corp. (bac 7.25 Perp L) the manager owns.