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 |
---|---|---|---|---|---|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
6,882
shares
|
$326,757
0.16% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
6,880
shares
|
$326,662
0.21% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
6,852
shares
|
$325,332
0.14% of portfolio
|
Q2 2025
Added 15.14%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
6,839
shares
|
$324,715
0.18% of portfolio
|
Q1 2025
Added 0.21%
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,835
shares
|
$324,525
0.23% of portfolio
|
Q4 2023
Reduced 24.06%
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
6,824
shares
|
$324,003
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
6,820
shares
|
$323,813
0.08% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
6,819
shares
|
$323,766
0.11% of portfolio
|
Q2 2025
Added 0.86%
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
6,816
shares
|
$323,623
0.22% of portfolio
|
Q1 2025
Added 4.03%
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
6,805
shares
|
$323,101
0.3% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
6,800
shares
|
$322,864
0.0% of portfolio
|
Q1 2025
Reduced 82.56%
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
6,796
shares
|
$322,674
0.26% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
6,782
shares
|
$322,009
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
6,778
shares
|
$321,819
0.21% of portfolio
|
Q4 2024
New holding
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
6,775
shares
|
$321,677
0.09% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,771
shares
|
$321,487
0.17% of portfolio
|
Q2 2022
New holding
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
6,757
shares
|
$320,822
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
6,735
shares
|
$319,777
0.17% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,718
shares
|
$318,970
0.06% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
6,718
shares
|
$318,970
0.03% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,714
shares
|
$318,780
0.07% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
6,704
shares
|
$318,305
0.12% of portfolio
|
Q2 2025
Added 0.45%
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
6,700
shares
|
$318,116
0.22% of portfolio
|
Q1 2025
New holding
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,693
shares
|
$317,783
0.08% of portfolio
|
Q1 2025
Added 5.53%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
6,686
shares
|
$317,451
0.22% of portfolio
|
Q2 2025
Added 3.15%
|