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 3,631 institutions that hold shares in the stock, with a total of 5.27 Billion shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
10,101
shares
|
$451,413
0.18% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
10,098
shares
|
$451,279
0.1% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
10,092
shares
|
$451,011
0.08% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
10,083
shares
|
$450,609
0.23% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
10,066
shares
|
$449,849
0.09% of portfolio
|
Q1 2025
Reduced 14.54%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,060
shares
|
$449,581
0.33% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
10,051
shares
|
$449,179
0.17% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
10,040
shares
|
$448,687
0.1% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
10,022
shares
|
$447,883
0.18% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
10,009
shares
|
$447,302
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
10,005
shares
|
$447,123
0.01% of portfolio
|
Q1 2025
Added 14.91%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
10,000
shares
|
$446,900
0.01% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
10,000
shares
|
$446,900
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
9,991
shares
|
$446,497
0.17% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
9,960
shares
|
$445,112
0.02% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,956
shares
|
$444,933
0.17% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
9,953
shares
|
$444,799
0.19% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
9,940
shares
|
$444,218
0.13% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
9,933
shares
|
$443,905
0.21% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
9,929
shares
|
$443,727
0.07% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
9,917
shares
|
$443,190
0.22% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,915
shares
|
$443,101
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
9,900
shares
|
$442,431
0.14% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
9,878
shares
|
$441,447
0.18% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
9,874
shares
|
$441,269
0.13% of portfolio
|
Q1 2025
Reduced 2.74%
|