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 3,498 institutions that hold shares in the stock, with a total of 5.41 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
77,379
shares
|
$3.58 Million
0.27% of portfolio
|
Q4 2024
Added 41.03%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
77,155
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
76,975
shares
|
$3.56 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
76,695
shares
|
$3.54 Million
2.69% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
76,595
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
76,588
shares
|
$3.54 Million
0.25% of portfolio
|
Q4 2024
Reduced 43.7%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
76,287
shares
|
$3.53 Million
2.31% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
76,261
shares
|
$3.52 Million
1.45% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
76,179
shares
|
$3.52 Million
0.35% of portfolio
|
Q2 2023
Reduced 50.1%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
75,600
shares
|
$3.49 Million
0.36% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
75,482
shares
|
$3.49 Million
0.5% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
75,417
shares
|
$3.49 Million
0.79% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
75,398
shares
|
$3.48 Million
0.22% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
75,044
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Pcj Investment Counsel Ltd.
|
Feb 07, 2025 Q4 2024 |
75,000
shares
|
$3.47 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
74,900
shares
|
$3.46 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
74,778
shares
|
$3.46 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
74,760
shares
|
$3.45 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
74,268
shares
|
$3.43 Million
2.26% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
74,167
shares
|
$3.43 Million
0.77% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
74,077
shares
|
$3.42 Million
0.19% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
74,033
shares
|
$3.42 Million
0.23% of portfolio
|
Q4 2024
Added 45.81%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
74,000
shares
|
$3.42 Million
0.98% of portfolio
|
Q2 2020
Reduced 19.57%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
73,982
shares
|
$3.42 Million
1.17% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
73,843
shares
|
$3.41 Million
1.96% of portfolio
|
Q4 2024
Reduced 10.17%
|