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 |
|---|---|---|---|---|---|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
8,078
shares
|
$385,886
0.06% of portfolio
|
Q1 2025
Reduced 53.54%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
8,077
shares
|
$385,838
0.07% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 22, 2025 Q2 2025 |
8,076
shares
|
$385,790
0.05% of portfolio
|
Q2 2025
Reduced 11.37%
|
|
|
Financial Advisors, LLC
Andover, MA |
May 02, 2025 Q1 2025 |
8,061
shares
|
$385,073
0.07% of portfolio
|
Q4 2023
Reduced 4.1%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
8,058
shares
|
$384,930
0.15% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
8,036
shares
|
$383,879
0.13% of portfolio
|
Q4 2024
Added 3858.62%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
8,036
shares
|
$383,879
0.18% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
8,026
shares
|
$383,402
0.05% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
8,023
shares
|
$383,258
0.05% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
8,020
shares
|
$383,115
0.03% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
8,020
shares
|
$383,115
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
7,999
shares
|
$382,112
0.34% of portfolio
|
Q3 2024
Reduced 12.12%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
7,985
shares
|
$381,443
0.05% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
7,975
shares
|
$380,965
0.02% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
7,974
shares
|
$380,917
0.13% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7,970
shares
|
$380,726
0.29% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
7,954
shares
|
$379,962
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
7,950
shares
|
$379,771
0.39% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
7,948
shares
|
$379,675
0.13% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,938
shares
|
$379,198
0.09% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
7,935
shares
|
$379,054
0.02% of portfolio
|
Q1 2023
Reduced 3.64%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,923
shares
|
$378,481
0.23% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
7,915
shares
|
$378,099
0.05% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
7,892
shares
|
$377,000
0.12% of portfolio
|
Q4 2024
Added 3712.56%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Jun 02, 2025 Q1 2025 |
7,890
shares
|
$376,905
0.24% of portfolio
|
Q1 2025
Reduced 1.55%
|