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 3,606 institutions that hold shares in the stock, with a total of 5.39 Billion shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
281,131
shares
|
$12.6 Million
0.41% of portfolio
|
Q4 2024
Added 58.82%
|
|
|
Prospect Hill Management, LLC
|
Feb 10, 2025 Q4 2024 |
280,000
shares
|
$12.5 Million
5.42% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
279,332
shares
|
$12.5 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
279,276
shares
|
$12.5 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
279,110
shares
|
$12.5 Million
1.09% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
278,905
shares
|
$12.5 Million
0.36% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
278,744
shares
|
$12.5 Million
0.91% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
278,666
shares
|
$12.5 Million
0.19% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
277,806
shares
|
$12.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
275,613
shares
|
$12.4 Million
1.29% of portfolio
|
Q4 2024
Reduced 22.74%
|
|
|
Ccm Investment Advisers LLC
|
Jan 10, 2025 Q4 2024 |
275,321
shares
|
$12.3 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
275,108
shares
|
$12.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
275,085
shares
|
$12.3 Million
2.7% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
275,074
shares
|
$12.3 Million
0.07% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
273,697
shares
|
$12.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
272,839
shares
|
$12.2 Million
8.57% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
272,718
shares
|
$12.2 Million
0.58% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
271,373
shares
|
$12.2 Million
0.21% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
270,703
shares
|
$12.1 Million
0.31% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
270,427
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
268,942
shares
|
$12.1 Million
1.25% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
268,650
shares
|
$12 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
268,328
shares
|
$12 Million
0.12% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
268,208
shares
|
$12 Million
1.7% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
265,343
shares
|
$11.9 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.17%
|