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 |
|---|---|---|---|---|---|
|
Citrine Capital LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
6,466
shares
|
$307,005
0.16% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
6,439
shares
|
$305,723
0.13% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,437
shares
|
$305,628
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
6,422
shares
|
$304,916
0.08% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
6,420
shares
|
$304,821
0.15% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Monument Capital Management
|
Apr 25, 2025 Q1 2025 |
6,407
shares
|
$304,204
0.08% of portfolio
|
Q1 2025
Reduced 13.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,405
shares
|
$304,109
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
6,403
shares
|
$304,014
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
6,401
shares
|
$303,919
0.24% of portfolio
|
Q1 2025
Added 31.36%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
6,396
shares
|
$303,682
0.3% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
6,382
shares
|
$303,017
0.09% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
6,377
shares
|
$302,779
0.12% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
6,368
shares
|
$302,352
0.14% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
6,366
shares
|
$302,257
0.19% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,349
shares
|
$301,450
0.03% of portfolio
|
Q1 2025
Added 36.04%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
6,343
shares
|
$301,165
0.03% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
6,335
shares
|
$300,785
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
6,335
shares
|
$300,785
0.21% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
6,334
shares
|
$300,738
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
6,322
shares
|
$300,168
0.06% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
6,297
shares
|
$298,981
0.51% of portfolio
|
Q2 2024
Reduced 54.21%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
6,279
shares
|
$298,126
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,279
shares
|
$298,126
0.13% of portfolio
|
Q1 2025
Reduced 83.22%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
6,274
shares
|
$297,889
0.08% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
6,268
shares
|
$297,604
0.07% of portfolio
|
Q1 2025
Reduced 0.44%
|