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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
6,814
shares
|
$304,517
0.15% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
6,805
shares
|
$304,115
0.3% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
6,800
shares
|
$303,892
0.0% of portfolio
|
Q1 2025
Reduced 82.56%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
6,778
shares
|
$302,908
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
6,775
shares
|
$302,774
0.09% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
6,772
shares
|
$302,640
0.06% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,771
shares
|
$302,595
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
6,761
shares
|
$302,149
0.11% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
6,757
shares
|
$301,970
0.16% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
6,735
shares
|
$300,987
0.17% of portfolio
|
Q1 2025
Reduced 21.19%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,714
shares
|
$300,048
0.07% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,710
shares
|
$299,869
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
May 14, 2025 Q1 2025 |
6,700
shares
|
$299,423
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,693
shares
|
$299,110
0.08% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
6,689
shares
|
$298,931
0.1% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,675
shares
|
$298,305
0.05% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
6,674
shares
|
$298,261
0.11% of portfolio
|
Q1 2025
Reduced 46.7%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
6,670
shares
|
$298,082
0.04% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
6,669
shares
|
$298,037
0.06% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
6,656
shares
|
$297,456
0.03% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
6,654
shares
|
$297,367
0.12% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,643
shares
|
$296,875
0.02% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
6,628
shares
|
$296,205
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
6,624
shares
|
$296,026
0.02% of portfolio
|
Q1 2025
Added 285.34%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
6,610
shares
|
$295,400
0.03% of portfolio
|
Q1 2025
Added 0.03%
|