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 3,881 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
349
shares
|
$17,966
0.11% of portfolio
|
Q3 2025
Reduced 98.54%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
348
shares
|
$17,915
0.0% of portfolio
|
Q4 2024
Added 25.63%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
336
shares
|
$17,297
0.0% of portfolio
|
Q2 2025
Added 12.75%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
335
shares
|
$17,245
0.13% of portfolio
|
Q2 2025
Added 34.54%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
327
shares
|
$16,833
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
323
shares
|
$16,628
0.01% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
317
shares
|
$16,319
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
310
shares
|
$15,958
0.0% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
290
shares
|
$14,929
0.0% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
286
shares
|
$14,723
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
282
shares
|
$14,517
0.01% of portfolio
|
Q3 2025
Reduced 47.19%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279
shares
|
$14,362
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
271
shares
|
$13,951
0.01% of portfolio
|
Q3 2025
Reduced 73.46%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
270
shares
|
$13,899
0.0% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
267
shares
|
$13,745
0.01% of portfolio
|
Q2 2025
Added 60.84%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
256
shares
|
$13,178
0.0% of portfolio
|
Q2 2024
Reduced 55.79%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
249
shares
|
$12,818
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
248
shares
|
$12,767
0.01% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
247
shares
|
$12,715
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
244
shares
|
$12,561
0.0% of portfolio
|
Q1 2024
Reduced 99.86%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
242
shares
|
$12,458
0.01% of portfolio
|
Q2 2025
Added 284.13%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
232
shares
|
$11,943
0.01% of portfolio
|
Q3 2025
Added 562.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
230
shares
|
$11,840
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
220
shares
|
$11,325
0.0% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
219
shares
|
$11,274
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|