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 |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,575
shares
|
$215,116
0.18% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
4,567
shares
|
$214,740
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,516
shares
|
$212,342
0.06% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
4,500
shares
|
$211,590
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$211,590
0.13% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
4,470
shares
|
$210,179
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
4,458
shares
|
$209,615
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,455
shares
|
$209,474
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
4,448
shares
|
$209,144
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
4,446
shares
|
$209,050
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
4,430
shares
|
$208,298
0.16% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
4,414
shares
|
$207,546
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
4,413
shares
|
$207,499
0.06% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,396
shares
|
$206,699
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
4,395
shares
|
$206,652
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,387
shares
|
$206,276
0.05% of portfolio
|
Q2 2025
Reduced 79.75%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
4,380
shares
|
$205,947
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$205,477
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
4,308
shares
|
$202,562
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
4,293
shares
|
$201,856
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
4,291
shares
|
$201,762
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$200,399
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,250
shares
|
$199,835
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
4,239
shares
|
$199,317
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
4,116
shares
|
$193,534
0.06% of portfolio
|
Q1 2025
Added 0.1%
|