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 |
|---|---|---|---|---|---|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,258
shares
|
$297,129
0.09% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
6,255
shares
|
$296,987
0.11% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
6,246
shares
|
$296,560
0.13% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Professional Advisory Services Inc
|
Jul 11, 2025 Q2 2025 |
6,242
shares
|
$296,370
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
6,223
shares
|
$295,468
0.28% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
6,195
shares
|
$294,138
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
6,185
shares
|
$293,663
0.26% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
6,184
shares
|
$293,616
0.05% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
6,164
shares
|
$292,666
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
6,161
shares
|
$292,524
0.06% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,138
shares
|
$291,432
0.13% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
6,138
shares
|
$291,432
0.18% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
6,137
shares
|
$291,384
0.22% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
6,125
shares
|
$290,815
0.01% of portfolio
|
Q2 2024
Reduced 10.26%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
6,125
shares
|
$290,815
0.1% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
6,119
shares
|
$290,530
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
6,117
shares
|
$290,435
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
6,115
shares
|
$290,340
0.1% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
6,112
shares
|
$290,197
0.03% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,101
shares
|
$289,675
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
6,101
shares
|
$289,675
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
6,099
shares
|
$289,580
0.17% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
6,096
shares
|
$289,438
0.14% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
6,076
shares
|
$288,488
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,071
shares
|
$288,251
0.02% of portfolio
|
Q2 2025
Reduced 4.83%
|