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 3,674 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 $246 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,862
shares
|
$275,631
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
5,844
shares
|
$274,784
0.25% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
5,843
shares
|
$274,737
0.02% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,843
shares
|
$274,737
0.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
5,825
shares
|
$273,891
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
5,817
shares
|
$273,515
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,817
shares
|
$273,515
0.13% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
5,810
shares
|
$273,186
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
5,809
shares
|
$273,139
0.05% of portfolio
|
Q1 2025
Reduced 38.14%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
5,792
shares
|
$272,339
0.18% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
5,776
shares
|
$271,587
0.18% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
5,752
shares
|
$270,459
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,745
shares
|
$270,129
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,743
shares
|
$270,035
0.03% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,739
shares
|
$269,847
0.14% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,735
shares
|
$269,659
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,726
shares
|
$269,236
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
5,725
shares
|
$269,189
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
5,722
shares
|
$269,048
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,717
shares
|
$268,813
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
5,717
shares
|
$268,813
0.22% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
5,705
shares
|
$268,249
0.12% of portfolio
|
Q2 2025
Added 17.95%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,695
shares
|
$267,778
0.14% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,685
shares
|
$267,308
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
5,682
shares
|
$267,167
0.05% of portfolio
|
Q1 2025
Reduced 2.79%
|