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 3,618 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 $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
12,434
shares
|
$496,240
0.04% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,431
shares
|
$496,121
0.1% of portfolio
|
Q3 2024
Reduced 32.7%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
12,427
shares
|
$495,961
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
12,417
shares
|
$495,562
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
12,407
shares
|
$495,163
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
12,387
shares
|
$494,365
0.19% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
12,329
shares
|
$492,050
0.21% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
12,232
shares
|
$488,179
0.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
12,231
shares
|
$488,139
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Weik Capital Management
Wyomissing, PA |
Feb 12, 2025 Q4 2024 |
12,230
shares
|
$488,099
0.22% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
12,202
shares
|
$486,981
0.3% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
12,191
shares
|
$486,542
0.19% of portfolio
|
Q2 2022
Reduced 3.7%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
12,148
shares
|
$484,826
0.24% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Schrum Private Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
12,146
shares
|
$484,746
0.45% of portfolio
|
Q4 2024
Reduced 48.9%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
12,146
shares
|
$484,746
0.27% of portfolio
|
Q3 2023
Reduced 76.73%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
12,145
shares
|
$484,706
0.22% of portfolio
|
Q4 2024
Reduced 55.77%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
12,121
shares
|
$483,749
0.05% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
12,100
shares
|
$482,910
0.52% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
12,081
shares
|
$482,152
0.21% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
12,080
shares
|
$482,112
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
12,072
shares
|
$481,793
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
12,065
shares
|
$481,514
0.24% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
12,022
shares
|
$479,798
0.19% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
12,019
shares
|
$479,678
0.18% of portfolio
|
Q4 2024
Reduced 63.4%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
12,000
shares
|
$478,919
0.23% of portfolio
|
Q4 2024
Reduced 55.56%
|