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 3,684 institutions that hold shares in the stock, with a total of 5.24 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,301
shares
|
$348,768
0.11% of portfolio
|
Q2 2025
Reduced 36.13%
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
7,291
shares
|
$348,291
0.25% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
7,281
shares
|
$347,813
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
7,266
shares
|
$347,096
0.08% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
7,266
shares
|
$347,096
0.06% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Cardinal Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
7,265
shares
|
$347,049
0.01% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,258
shares
|
$346,714
0.17% of portfolio
|
Q2 2023
Reduced 11.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
7,254
shares
|
$346,523
0.03% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
7,231
shares
|
$345,424
0.06% of portfolio
|
Q3 2023
Closed
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
7,227
shares
|
$345,233
0.03% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
7,227
shares
|
$345,233
0.05% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,218
shares
|
$344,803
0.06% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Miramar Capital, LLC
|
May 13, 2025 Q1 2025 |
7,218
shares
|
$344,803
0.07% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
7,201
shares
|
$343,991
0.17% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
7,193
shares
|
$343,609
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
7,178
shares
|
$342,893
0.23% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,172
shares
|
$342,606
0.06% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
7,167
shares
|
$342,367
0.25% of portfolio
|
Q3 2024
Reduced 35.76%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
7,166
shares
|
$342,319
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
7,161
shares
|
$342,080
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
7,159
shares
|
$341,985
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,159
shares
|
$341,985
0.11% of portfolio
|
Q2 2023
Reduced 3.96%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
7,153
shares
|
$341,698
0.11% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,141
shares
|
$341,125
0.05% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
7,133
shares
|
$340,743
0.06% of portfolio
|
Q1 2025
Added 3.47%
|