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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
7,866
shares
|
$375,758
0.07% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Radnor Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,865
shares
|
$375,711
0.06% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
7,865
shares
|
$375,711
0.04% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
7,860
shares
|
$375,472
0.09% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
7,855
shares
|
$375,233
0.09% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
7,850
shares
|
$374,994
0.19% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
7,836
shares
|
$374,325
0.12% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,821
shares
|
$373,609
0.12% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
7,811
shares
|
$373,131
0.04% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,804
shares
|
$372,797
0.11% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
7,799
shares
|
$372,558
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
7,798
shares
|
$372,510
0.21% of portfolio
|
Q4 2023
Reduced 20.33%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
7,778
shares
|
$371,555
0.12% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
7,775
shares
|
$371,411
0.2% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
7,774
shares
|
$371,363
0.04% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
7,731
shares
|
$369,309
0.08% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
7,729
shares
|
$369,214
0.03% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,716
shares
|
$368,593
0.04% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
7,715
shares
|
$368,545
0.09% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
7,706
shares
|
$368,115
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
7,704
shares
|
$368,020
0.12% of portfolio
|
Q2 2024
Added 10.18%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
7,676
shares
|
$366,682
0.08% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
7,671
shares
|
$366,443
0.04% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
7,628
shares
|
$364,389
0.06% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
7,617
shares
|
$363,864
0.05% of portfolio
|
Q1 2025
Added 1.36%
|