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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
7,963
shares
|
$355,866
0.11% of portfolio
|
Q1 2025
Added 29.63%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Apr 23, 2025 Q1 2025 |
7,950
shares
|
$355,285
0.4% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
7,938
shares
|
$354,749
0.09% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
7,935
shares
|
$354,615
0.02% of portfolio
|
Q1 2023
Reduced 3.64%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
7,923
shares
|
$354,078
0.23% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
7,915
shares
|
$353,721
0.05% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,898
shares
|
$352,961
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
7,892
shares
|
$352,693
0.12% of portfolio
|
Q4 2024
Added 3712.56%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,875
shares
|
$351,933
0.16% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
7,866
shares
|
$351,531
0.07% of portfolio
|
Q1 2025
Reduced 22.46%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
7,860
shares
|
$351,263
0.09% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
First Bank & Trust
|
Apr 28, 2025 Q1 2025 |
7,858
shares
|
$351,174
0.06% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
7,855
shares
|
$351,039
0.09% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
7,850
shares
|
$350,816
0.18% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
7,842
shares
|
$350,458
0.05% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,836
shares
|
$350,190
0.12% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,821
shares
|
$349,520
0.12% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
7,804
shares
|
$348,760
0.11% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
7,799
shares
|
$348,537
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
7,798
shares
|
$348,492
0.21% of portfolio
|
Q4 2023
Reduced 20.33%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
7,778
shares
|
$347,598
0.11% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
7,776
shares
|
$347,509
0.04% of portfolio
|
Q4 2024
Reduced 8.49%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
7,775
shares
|
$347,464
0.2% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
7,774
shares
|
$347,420
0.04% of portfolio
|
Q1 2025
Reduced 29.97%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
7,731
shares
|
$345,498
0.08% of portfolio
|
Q1 2025
Reduced 4.65%
|