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 3,676 institutions that hold shares in the stock, with a total of 5.23 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
7,440
shares
|
$353,251
0.11% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
7,430
shares
|
$352,776
0.17% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
7,418
shares
|
$352,206
0.12% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
7,414
shares
|
$352,016
0.06% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
7,410
shares
|
$351,826
0.07% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,401
shares
|
$351,399
0.24% of portfolio
|
Q1 2024
Reduced 1.57%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
7,392
shares
|
$350,972
0.16% of portfolio
|
Q2 2025
Reduced 36.6%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
7,389
shares
|
$350,829
0.04% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
7,381
shares
|
$350,449
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
7,371
shares
|
$349,975
0.17% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
7,367
shares
|
$349,785
0.29% of portfolio
|
Q3 2022
Reduced 2.0%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
7,364
shares
|
$349,642
0.05% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
7,356
shares
|
$349,262
0.19% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
7,355
shares
|
$349,215
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
7,347
shares
|
$348,835
0.27% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Apr 23, 2025 Q1 2025 |
7,344
shares
|
$348,693
0.14% of portfolio
|
Q1 2025
Added 37.32%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
7,341
shares
|
$348,550
0.06% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
7,336
shares
|
$348,313
0.1% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
7,333
shares
|
$348,170
0.06% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Tobam
|
Apr 16, 2025 Q1 2025 |
7,322
shares
|
$347,648
0.13% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
7,321
shares
|
$347,601
0.19% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
7,320
shares
|
$347,553
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,301
shares
|
$346,651
0.11% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 06, 2025 Q1 2025 |
7,300
shares
|
$346,604
0.11% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
7,291
shares
|
$346,176
0.25% of portfolio
|
Q1 2025
Added 6.52%
|