Institutional Ownership Bank Of America Corp (BAC)
This table provides information about the institutional ownership of Bank Of America Corp (BAC). We have compiled data on the 3,684 institutions that hold shares in the stock, with a total of 5.24 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
9,463
shares
|
$452,047
0.13% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
9,423
shares
|
$450,136
0.13% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
9,414
shares
|
$449,706
0.08% of portfolio
|
Q1 2025
Reduced 19.91%
|
|
|
Rs Crum Inc.
|
Apr 17, 2025 Q1 2025 |
9,403
shares
|
$449,181
0.11% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
9,402
shares
|
$449,133
0.17% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
9,364
shares
|
$447,318
0.15% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
9,363
shares
|
$447,270
0.25% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
9,356
shares
|
$446,936
0.13% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
9,348
shares
|
$446,553
0.02% of portfolio
|
Q1 2025
Added 52.75%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
9,348
shares
|
$446,553
0.16% of portfolio
|
Q1 2025
Added 93.86%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
9,333
shares
|
$445,837
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
9,308
shares
|
$444,643
0.02% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,295
shares
|
$444,022
0.16% of portfolio
|
Q1 2025
Reduced 23.47%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
9,286
shares
|
$443,592
0.19% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
9,281
shares
|
$443,353
0.22% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
9,280
shares
|
$443,305
0.11% of portfolio
|
Q1 2025
Added 14.62%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,270
shares
|
$442,827
0.11% of portfolio
|
Q1 2025
Reduced 17.4%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
9,265
shares
|
$442,589
0.18% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
9,260
shares
|
$442,350
0.29% of portfolio
|
Q2 2025
Added 9.57%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,253
shares
|
$442,015
0.11% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
9,249
shares
|
$441,824
0.05% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
9,228
shares
|
$440,821
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
9,214
shares
|
$440,152
0.12% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
9,172
shares
|
$438,146
0.06% of portfolio
|
Q2 2025
Added 37.41%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
9,164
shares
|
$437,764
0.31% of portfolio
|
Q1 2025
Added 5.94%
|