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 |
|---|---|---|---|---|---|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,003
shares
|
$268,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
6,003
shares
|
$268,274
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$268,140
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
5,999
shares
|
$268,095
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
5,988
shares
|
$267,603
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,979
shares
|
$267,201
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Ahl Investment Management, Inc.
|
Apr 14, 2025 Q1 2025 |
5,953
shares
|
$266,039
0.17% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
5,951
shares
|
$265,950
0.12% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
5,943
shares
|
$265,592
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
5,942
shares
|
$265,547
0.14% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
5,940
shares
|
$265,458
0.06% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
5,926
shares
|
$264,832
0.18% of portfolio
|
Q1 2025
Reduced 57.42%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
5,917
shares
|
$264,430
0.04% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,904
shares
|
$263,849
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
5,902
shares
|
$263,760
0.12% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$263,626
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
5,894
shares
|
$263,402
0.09% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,885
shares
|
$263,000
0.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
5,881
shares
|
$262,821
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
5,881
shares
|
$262,821
0.03% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
5,872
shares
|
$262,419
0.24% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,862
shares
|
$261,972
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
5,843
shares
|
$261,123
0.05% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Apr 15, 2025 Q1 2025 |
5,825
shares
|
$260,319
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,817
shares
|
$259,961
0.13% of portfolio
|
Q1 2025
Added 0.43%
|