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 |
|---|---|---|---|---|---|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
4,887
shares
|
$229,786
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
4,881
shares
|
$229,504
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
4,878
shares
|
$229,363
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
4,877
shares
|
$229,316
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,857
shares
|
$228,376
0.08% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
4,840
shares
|
$227,576
0.05% of portfolio
|
Q1 2025
Reduced 44.33%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
4,839
shares
|
$227,529
0.03% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
4,836
shares
|
$227,388
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
4,835
shares
|
$227,341
0.06% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
4,833
shares
|
$227,247
0.06% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,830
shares
|
$227,106
0.08% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,827
shares
|
$226,965
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
4,819
shares
|
$226,589
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,813
shares
|
$226,307
0.03% of portfolio
|
Q1 2025
Added 108.08%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,808
shares
|
$226,072
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,804
shares
|
$225,884
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,790
shares
|
$225,225
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,785
shares
|
$224,990
0.13% of portfolio
|
Q3 2024
Added 296.44%
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,776
shares
|
$224,567
0.17% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,768
shares
|
$224,191
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,753
shares
|
$223,486
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
4,745
shares
|
$223,109
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4,720
shares
|
$221,934
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,717
shares
|
$221,793
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,649
shares
|
$218,595
0.08% of portfolio
|
Q2 2025
New holding
|