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 |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
6,654
shares
|
$317,861
0.12% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,643
shares
|
$317,336
0.02% of portfolio
|
Q1 2025
Reduced 11.88%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
6,638
shares
|
$317,097
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
6,628
shares
|
$316,619
0.03% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
6,624
shares
|
$316,428
0.02% of portfolio
|
Q1 2025
Added 285.34%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
6,622
shares
|
$316,332
0.06% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
6,618
shares
|
$316,141
0.03% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,617
shares
|
$316,094
0.09% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
6,611
shares
|
$315,807
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
6,606
shares
|
$315,568
0.24% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,585
shares
|
$314,565
0.02% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
6,583
shares
|
$314,469
0.16% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
May 12, 2025 Q1 2025 |
6,576
shares
|
$314,135
0.18% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
6,553
shares
|
$313,036
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
6,548
shares
|
$312,797
0.03% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
6,538
shares
|
$312,320
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
6,532
shares
|
$312,033
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,532
shares
|
$312,033
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
6,531
shares
|
$311,985
0.2% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
6,511
shares
|
$311,030
0.08% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
6,509
shares
|
$310,934
0.17% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
6,505
shares
|
$310,743
0.23% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
6,501
shares
|
$310,552
0.1% of portfolio
|
Q1 2025
Added 14.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
6,492
shares
|
$310,122
0.03% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
6,467
shares
|
$308,928
0.08% of portfolio
|
Q2 2025
Added 14.56%
|