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 3,630 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 $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
10,830
shares
|
$484,859
0.06% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
10,801
shares
|
$483,560
0.07% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
10,794
shares
|
$483,247
0.07% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
10,791
shares
|
$483,113
0.17% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
10,791
shares
|
$483,113
0.07% of portfolio
|
Q1 2025
Reduced 94.88%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
10,752
shares
|
$481,367
0.03% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
10,740
shares
|
$480,829
0.06% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
10,718
shares
|
$479,844
0.04% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
10,712
shares
|
$479,576
0.24% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
10,708
shares
|
$479,397
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
10,695
shares
|
$478,815
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
10,626
shares
|
$475,726
0.16% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
10,618
shares
|
$475,367
0.15% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
10,615
shares
|
$475,233
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
10,605
shares
|
$474,785
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,601
shares
|
$474,606
0.05% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
10,595
shares
|
$474,338
0.05% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
10,591
shares
|
$474,159
0.01% of portfolio
|
Q4 2023
Added 96.29%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
10,588
shares
|
$474,024
0.13% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
10,574
shares
|
$473,397
0.15% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
10,554
shares
|
$472,502
0.12% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
10,534
shares
|
$471,607
0.06% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,532
shares
|
$471,517
0.17% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Founders Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
10,511
shares
|
$470,577
0.08% of portfolio
|
Q1 2025
Reduced 15.45%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
10,488
shares
|
$469,547
0.01% of portfolio
|
Q1 2025
Reduced 0.6%
|