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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
7,132
shares
|
$340,695
0.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
7,125
shares
|
$340,361
0.11% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
7,124
shares
|
$340,313
0.34% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
7,123
shares
|
$340,265
0.14% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
7,107
shares
|
$339,501
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
7,096
shares
|
$338,975
0.24% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,087
shares
|
$338,545
0.14% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
7,087
shares
|
$338,545
0.2% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
7,076
shares
|
$338,020
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,066
shares
|
$337,542
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
7,059
shares
|
$337,208
0.19% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
7,047
shares
|
$336,635
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
7,026
shares
|
$335,632
0.11% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
7,017
shares
|
$335,202
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,985
shares
|
$333,673
0.11% of portfolio
|
Q4 2023
Reduced 17.44%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
6,971
shares
|
$333,004
0.03% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
6,967
shares
|
$332,813
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
6,964
shares
|
$332,670
0.04% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,960
shares
|
$332,479
0.03% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
6,933
shares
|
$331,189
0.03% of portfolio
|
Q1 2025
Reduced 36.35%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,922
shares
|
$330,663
0.06% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
6,920
shares
|
$330,568
0.13% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
6,897
shares
|
$329,469
0.12% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
6,894
shares
|
$329,326
0.23% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
6,886
shares
|
$328,944
0.08% of portfolio
|
Q1 2025
Added 0.23%
|