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 |
|---|---|---|---|---|---|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
5,810
shares
|
$259,648
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
5,809
shares
|
$259,604
0.05% of portfolio
|
Q1 2025
Reduced 38.14%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
5,793
shares
|
$258,889
0.06% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Apr 29, 2025 Q1 2025 |
5,792
shares
|
$258,844
0.18% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
5,752
shares
|
$257,056
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,745
shares
|
$256,744
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
5,743
shares
|
$256,654
0.03% of portfolio
|
Q1 2025
Added 9.83%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,739
shares
|
$256,475
0.14% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,735
shares
|
$256,297
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,726
shares
|
$255,894
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
5,725
shares
|
$255,850
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
5,722
shares
|
$255,716
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
5,717
shares
|
$255,492
0.04% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
5,717
shares
|
$255,492
0.22% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,715
shares
|
$255,403
0.14% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,695
shares
|
$254,509
0.14% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,685
shares
|
$254,062
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
5,682
shares
|
$253,928
0.05% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
5,671
shares
|
$253,436
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
5,667
shares
|
$253,258
0.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,666
shares
|
$253,213
0.05% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,651
shares
|
$252,543
0.13% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Apr 21, 2025 Q1 2025 |
5,651
shares
|
$252,543
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
5,645
shares
|
$252,275
0.07% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
5,638
shares
|
$251,962
0.06% of portfolio
|
Q1 2025
Reduced 23.64%
|