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 |
|---|---|---|---|---|---|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,220
shares
|
$151,404
0.07% of portfolio
|
Q2 2022
Added 11.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
3,212
shares
|
$151,028
0.09% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
3,208
shares
|
$150,840
0.03% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
3,165
shares
|
$148,818
0.13% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
3,139
shares
|
$147,595
0.04% of portfolio
|
Q1 2025
Added 6054.9%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
3,137
shares
|
$147,501
0.06% of portfolio
|
Q1 2025
Added 556.28%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3,127
shares
|
$147,031
0.09% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
3,113
shares
|
$146,373
0.06% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,108
shares
|
$146,138
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,094
shares
|
$145,479
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
3,055
shares
|
$143,646
0.09% of portfolio
|
Q3 2021
Reduced 14.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,028
shares
|
$142,376
0.1% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$141,953
0.04% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,014
shares
|
$141,718
0.12% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$141,060
0.01% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,996
shares
|
$140,871
0.02% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2,879
shares
|
$135,370
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,857
shares
|
$134,336
0.03% of portfolio
|
Q4 2022
Added 12.57%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,850
shares
|
$134,007
0.04% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,815
shares
|
$132,361
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,805
shares
|
$131,891
0.03% of portfolio
|
Q1 2025
Added 55.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,793
shares
|
$131,326
0.07% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
2,785
shares
|
$130,950
0.05% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
2,695
shares
|
$126,718
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$126,483
0.09% of portfolio
|
Q1 2025
Reduced 11.19%
|