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 |
|---|---|---|---|---|---|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
7,218
shares
|
$322,572
0.07% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
7,201
shares
|
$321,812
0.17% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
7,193
shares
|
$321,455
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rkl Wealth Management LLC
|
Apr 25, 2025 Q1 2025 |
7,189
shares
|
$321,276
0.03% of portfolio
|
Q1 2025
Added 17.81%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
7,188
shares
|
$321,231
0.15% of portfolio
|
Q1 2025
Added 32.96%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
7,178
shares
|
$320,784
0.23% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,172
shares
|
$320,516
0.06% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
7,167
shares
|
$320,293
0.25% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
7,166
shares
|
$320,248
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
7,159
shares
|
$319,935
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,159
shares
|
$319,935
0.11% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,133
shares
|
$318,773
0.06% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
7,132
shares
|
$318,729
0.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
7,125
shares
|
$318,416
0.13% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Cbiz Investment Advisory Services, LLC
|
May 05, 2025 Q1 2025 |
7,124
shares
|
$318,371
0.09% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
7,096
shares
|
$317,120
0.24% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
7,093
shares
|
$316,986
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
7,091
shares
|
$316,896
0.32% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,087
shares
|
$316,718
0.14% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
7,087
shares
|
$316,718
0.2% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
7,076
shares
|
$316,226
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,066
shares
|
$315,779
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
7,059
shares
|
$315,466
0.19% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
7,047
shares
|
$314,930
0.09% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
7,036
shares
|
$314,438
0.11% of portfolio
|
Q1 2025
Reduced 4.83%
|