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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
2,681
shares
|
$126,060
0.09% of portfolio
|
Q3 2023
Added 47.71%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
2,656
shares
|
$124,885
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
2,655
shares
|
$124,838
0.09% of portfolio
|
Q2 2023
Added 48.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,638
shares
|
$124,038
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
2,634
shares
|
$123,850
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,605
shares
|
$122,487
0.01% of portfolio
|
Q1 2025
Added 94.69%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
2,556
shares
|
$120,183
0.1% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,546
shares
|
$119,712
0.1% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,538
shares
|
$119,336
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,534
shares
|
$119,148
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
2,527
shares
|
$118,819
0.01% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
2,505
shares
|
$117,785
0.02% of portfolio
|
Q2 2025
Added 810.91%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
2,499
shares
|
$117,502
0.12% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,481
shares
|
$116,656
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,462
shares
|
$115,763
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
2,460
shares
|
$115,669
0.02% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
2,435
shares
|
$114,493
0.01% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$112,706
0.08% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
2,354
shares
|
$110,685
0.04% of portfolio
|
Q1 2025
Reduced 11.6%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
2,319
shares
|
$109,039
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,310
shares
|
$108,616
0.02% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,296
shares
|
$107,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
2,276
shares
|
$107,017
0.04% of portfolio
|
Q1 2025
Reduced 72.4%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,236
shares
|
$105,136
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,217
shares
|
$104,243
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|