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 |
|---|---|---|---|---|---|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
9,139
shares
|
$436,570
0.2% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
9,133
shares
|
$436,283
0.2% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
9,120
shares
|
$435,662
0.07% of portfolio
|
Q1 2025
Added 13.53%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,103
shares
|
$434,850
0.21% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
9,102
shares
|
$434,802
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Round Hill Asset Management
Pasadena, CA |
May 13, 2025 Q1 2025 |
9,100
shares
|
$434,707
0.28% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,099
shares
|
$434,659
0.07% of portfolio
|
Q1 2024
Reduced 7.11%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
9,092
shares
|
$434,324
0.17% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
9,081
shares
|
$433,799
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
9,015
shares
|
$430,646
0.04% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
9,008
shares
|
$430,312
0.01% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
9,006
shares
|
$430,216
0.38% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
8,999
shares
|
$429,882
0.15% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Freedom Day Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
8,997
shares
|
$429,786
0.12% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
8,981
shares
|
$429,022
0.26% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
8,970
shares
|
$428,496
0.27% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
8,965
shares
|
$428,258
0.04% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
8,956
shares
|
$427,828
0.28% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
8,952
shares
|
$427,637
0.05% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
8,935
shares
|
$426,824
0.03% of portfolio
|
Q2 2025
Reduced 18.59%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
8,932
shares
|
$426,681
0.06% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,928
shares
|
$426,490
0.06% of portfolio
|
Q2 2025
Reduced 55.23%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
May 13, 2025 Q1 2025 |
8,902
shares
|
$425,248
0.26% of portfolio
|
Q1 2025
Added 24.47%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
8,898
shares
|
$425,057
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
8,887
shares
|
$424,531
0.08% of portfolio
|
Q2 2025
Added 13.09%
|