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 |
|---|---|---|---|---|---|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,851
shares
|
$422,812
0.02% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
8,845
shares
|
$422,525
0.24% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bg Investment Services, Inc.
|
May 06, 2025 Q1 2025 |
8,836
shares
|
$422,095
0.41% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
8,836
shares
|
$422,095
0.08% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,805
shares
|
$420,614
0.15% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
8,784
shares
|
$419,611
0.09% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
8,778
shares
|
$419,325
0.04% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
8,754
shares
|
$418,178
0.01% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
8,754
shares
|
$418,178
0.08% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
8,747
shares
|
$417,844
0.11% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
8,720
shares
|
$416,554
0.05% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
8,717
shares
|
$416,411
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,715
shares
|
$416,315
0.04% of portfolio
|
Q1 2025
Added 66.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
8,710
shares
|
$416,076
0.05% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
8,706
shares
|
$415,885
0.03% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
8,700
shares
|
$415,599
0.16% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
8,694
shares
|
$415,312
0.25% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
8,690
shares
|
$415,121
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,675
shares
|
$414,404
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
8,646
shares
|
$413,019
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
8,637
shares
|
$412,589
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
8,633
shares
|
$412,398
0.03% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
8,615
shares
|
$411,538
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,599
shares
|
$410,774
0.05% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
8,584
shares
|
$410,057
0.06% of portfolio
|
Q2 2025
Reduced 8.54%
|