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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,070
shares
|
$288,203
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
6,065
shares
|
$287,966
0.56% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Jul 17, 2025 Q2 2025 |
6,064
shares
|
$287,918
0.14% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,062
shares
|
$287,823
0.02% of portfolio
|
Q2 2023
Reduced 22.74%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
6,059
shares
|
$287,681
0.22% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
6,046
shares
|
$287,064
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
6,037
shares
|
$286,636
0.24% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,032
shares
|
$286,399
0.19% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,030
shares
|
$286,304
0.06% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,024
shares
|
$286,019
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
6,017
shares
|
$285,687
0.07% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,003
shares
|
$285,022
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$284,880
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
5,999
shares
|
$284,832
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,988
shares
|
$284,310
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,979
shares
|
$283,882
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Ahl Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,953
shares
|
$282,648
0.19% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,943
shares
|
$282,173
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
5,940
shares
|
$282,031
0.06% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
5,926
shares
|
$281,366
0.18% of portfolio
|
Q1 2025
Reduced 57.42%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
5,917
shares
|
$280,939
0.04% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,904
shares
|
$280,321
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,902
shares
|
$280,226
0.12% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$280,084
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,885
shares
|
$279,419
0.07% of portfolio
|
Q3 2024
Added 0.94%
|