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 3,692 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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
7,616
shares
|
$363,816
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
7,607
shares
|
$363,386
0.13% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
7,607
shares
|
$363,386
0.1% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
7,598
shares
|
$362,956
0.1% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
January Capital Advisors LLC
|
Aug 05, 2022 Q2 2022 |
7,589
shares
|
$362,526
0.21% of portfolio
|
Q1 2022
Reduced 0.77%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
7,580
shares
|
$362,096
0.05% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
7,578
shares
|
$362,001
0.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
7,575
shares
|
$361,857
0.18% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
7,535
shares
|
$359,946
0.14% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,532
shares
|
$359,803
0.05% of portfolio
|
Q1 2025
Reduced 63.56%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
7,529
shares
|
$359,660
0.06% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
7,524
shares
|
$359,421
0.04% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
7,502
shares
|
$358,370
0.09% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,501
shares
|
$358,322
0.09% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
7,500
shares
|
$358,275
0.01% of portfolio
|
Q4 2023
Reduced 5.33%
|
|
|
Evolution Capital Management LLC
Crystal Bay, NV |
Feb 13, 2023 Q4 2022 |
7,500
shares
|
$358,275
1.14% of portfolio
|
Q4 2022
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,496
shares
|
$358,083
0.06% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,493
shares
|
$357,940
0.26% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
7,490
shares
|
$357,797
0.21% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
7,475
shares
|
$357,080
0.38% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
7,461
shares
|
$356,411
0.09% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
7,457
shares
|
$356,220
0.13% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
7,449
shares
|
$355,838
0.23% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
7,443
shares
|
$355,552
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
7,440
shares
|
$355,408
0.11% of portfolio
|
Q1 2025
Added 5.68%
|