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 |
|---|---|---|---|---|---|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
8,347
shares
|
$398,736
0.07% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
8,344
shares
|
$398,592
0.07% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
8,340
shares
|
$398,401
0.24% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
8,336
shares
|
$398,210
0.15% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
8,332
shares
|
$398,019
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
8,324
shares
|
$397,637
0.09% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
8,303
shares
|
$396,634
0.05% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
May 14, 2025 Q1 2025 |
8,300
shares
|
$396,491
0.35% of portfolio
|
Q1 2025
Reduced 43.34%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,287
shares
|
$395,869
0.09% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
8,286
shares
|
$395,822
0.09% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
8,286
shares
|
$395,822
0.2% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
8,279
shares
|
$395,487
0.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
8,278
shares
|
$395,440
0.07% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
8,276
shares
|
$395,344
0.21% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,260
shares
|
$394,580
0.04% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
8,222
shares
|
$392,764
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
8,221
shares
|
$392,717
0.05% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
8,182
shares
|
$390,854
0.09% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
8,168
shares
|
$390,185
0.12% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
8,131
shares
|
$388,417
0.02% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
8,129
shares
|
$388,322
0.12% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
8,116
shares
|
$387,701
0.55% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,102
shares
|
$387,032
0.02% of portfolio
|
Q1 2025
Reduced 17.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
8,090
shares
|
$386,459
0.02% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,085
shares
|
$386,220
0.04% of portfolio
|
Q1 2025
Added 808400.0%
|