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 |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
8,723
shares
|
$389,830
0.13% of portfolio
|
Q1 2025
Reduced 7.93%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
8,720
shares
|
$389,696
0.05% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
8,717
shares
|
$389,562
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
8,715
shares
|
$389,473
0.04% of portfolio
|
Q1 2025
Added 66.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
8,710
shares
|
$389,249
0.05% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
8,700
shares
|
$388,803
0.16% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
8,693
shares
|
$388,490
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
8,690
shares
|
$388,356
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
8,678
shares
|
$387,819
0.03% of portfolio
|
Q1 2025
Reduced 19.34%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
8,675
shares
|
$387,685
0.07% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
8,675
shares
|
$387,685
0.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
8,646
shares
|
$386,389
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
8,637
shares
|
$385,987
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
8,633
shares
|
$385,808
0.03% of portfolio
|
Q1 2025
Added 23.31%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
8,583
shares
|
$383,574
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
8,582
shares
|
$383,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
8,580
shares
|
$383,440
0.23% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
8,572
shares
|
$383,082
0.35% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Apr 30, 2025 Q1 2025 |
8,566
shares
|
$382,814
0.11% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,541
shares
|
$381,697
0.02% of portfolio
|
Q1 2025
Added 8.93%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,524
shares
|
$380,937
0.04% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
8,514
shares
|
$380,490
0.07% of portfolio
|
Q1 2025
Added 84.57%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
8,471
shares
|
$378,568
0.07% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
8,471
shares
|
$378,568
0.24% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
8,466
shares
|
$378,345
0.09% of portfolio
|
Q1 2025
Added 2.11%
|