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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
500
shares
|
$23,510
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
497
shares
|
$23,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
493
shares
|
$23,180
0.01% of portfolio
|
Q2 2025
Reduced 77.81%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
489
shares
|
$22,992
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
473
shares
|
$22,240
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
468
shares
|
$22,005
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
465
shares
|
$21,864
0.01% of portfolio
|
Q3 2022
Added 3000.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
460
shares
|
$21,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
458
shares
|
$21,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
454
shares
|
$21,347
0.01% of portfolio
|
Q1 2025
Reduced 68.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
437
shares
|
$20,547
0.01% of portfolio
|
Q4 2024
Reduced 53.36%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
430
shares
|
$20,218
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
425
shares
|
$19,983
0.01% of portfolio
|
Q1 2025
Added 424.69%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
423
shares
|
$19,889
0.01% of portfolio
|
Q1 2025
Reduced 49.34%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
415
shares
|
$19,513
0.01% of portfolio
|
Q4 2024
Reduced 93.63%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
405
shares
|
$19,043
0.01% of portfolio
|
Q1 2025
Reduced 25.69%
|
|
|
Campbell Capital Management Inc
|
May 09, 2025 Q1 2025 |
400
shares
|
$18,808
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
400
shares
|
$18,808
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
399
shares
|
$18,760
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
387
shares
|
$18,196
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
387
shares
|
$18,196
0.01% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
385
shares
|
$18,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
366
shares
|
$17,209
0.02% of portfolio
|
Q3 2022
Added 0.27%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
361
shares
|
$16,974
0.01% of portfolio
|
Q2 2022
Reduced 14.05%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
356
shares
|
$16,739
0.0% of portfolio
|
Q1 2025
Added 129.68%
|