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 |
|---|---|---|---|---|---|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
10,436
shares
|
$467,219
0.22% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
10,432
shares
|
$467,040
0.23% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
10,425
shares
|
$466,727
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
10,409
shares
|
$466,010
1.35% of portfolio
|
Q1 2025
Added 124.77%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
10,402
shares
|
$465,697
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
10,379
shares
|
$464,667
0.14% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
10,375
shares
|
$464,488
0.14% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
10,371
shares
|
$464,309
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,370
shares
|
$464,264
0.09% of portfolio
|
Q2 2022
Reduced 3.36%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,322
shares
|
$462,115
0.04% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
May 12, 2025 Q1 2025 |
10,307
shares
|
$461,444
0.17% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,306
shares
|
$461,399
0.07% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
10,300
shares
|
$461,131
0.08% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
10,297
shares
|
$460,996
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
10,285
shares
|
$460,459
0.09% of portfolio
|
Q2 2023
Added 816.67%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
10,276
shares
|
$460,056
0.07% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
10,275
shares
|
$460,011
0.02% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
10,266
shares
|
$459,608
0.14% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
10,232
shares
|
$458,086
0.19% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
10,226
shares
|
$457,818
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
10,201
shares
|
$456,698
0.18% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,200
shares
|
$456,654
0.09% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
10,163
shares
|
$454,997
0.08% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
10,160
shares
|
$454,863
0.24% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
10,150
shares
|
$454,415
0.18% of portfolio
|
Q1 2025
Reduced 10.57%
|