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 |
|---|---|---|---|---|---|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
5,547
shares
|
$260,819
0.01% of portfolio
|
Q1 2025
Reduced 15.84%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
5,534
shares
|
$260,208
0.09% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
5,524
shares
|
$259,738
0.23% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,521
shares
|
$259,597
0.11% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
5,518
shares
|
$259,456
0.11% of portfolio
|
Q1 2025
Reduced 13.18%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
5,507
shares
|
$258,939
0.09% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,502
shares
|
$258,704
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
5,500
shares
|
$258,610
0.12% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
5,493
shares
|
$258,280
0.07% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,485
shares
|
$257,904
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
5,467
shares
|
$257,058
0.13% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
5,460
shares
|
$256,729
0.2% of portfolio
|
Q1 2025
Reduced 20.78%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
5,451
shares
|
$256,306
0.03% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
5,450
shares
|
$256,259
0.08% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,448
shares
|
$256,164
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,444
shares
|
$255,976
0.07% of portfolio
|
Q2 2025
Reduced 39.81%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
5,435
shares
|
$255,553
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
5,400
shares
|
$253,908
0.09% of portfolio
|
Q1 2025
Reduced 29.11%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
5,399
shares
|
$253,860
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
5,380
shares
|
$252,967
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
5,372
shares
|
$252,591
0.1% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
5,368
shares
|
$252,403
0.16% of portfolio
|
Q1 2025
Reduced 47.45%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
5,366
shares
|
$252,309
0.18% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
May 15, 2025 Q1 2025 |
5,363
shares
|
$252,168
0.01% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
5,357
shares
|
$251,886
0.01% of portfolio
|
Q1 2024
New holding
|