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 3,676 institutions that hold shares in the stock, with a total of 5.23 Billion shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,695
shares
|
$272,050
0.14% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,685
shares
|
$271,572
0.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
5,682
shares
|
$271,429
0.05% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
5,671
shares
|
$270,903
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
May 09, 2025 Q1 2025 |
5,667
shares
|
$270,712
0.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
5,666
shares
|
$270,664
0.05% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,654
shares
|
$270,091
0.13% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
5,643
shares
|
$269,566
0.1% of portfolio
|
Q2 2025
Added 6.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
5,638
shares
|
$269,327
0.06% of portfolio
|
Q1 2025
Reduced 23.64%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
5,626
shares
|
$268,754
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
5,622
shares
|
$268,562
0.12% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,621
shares
|
$268,515
0.05% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
5,619
shares
|
$268,419
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
5,613
shares
|
$268,133
0.17% of portfolio
|
Q1 2025
Reduced 12.28%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
5,609
shares
|
$267,941
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
5,609
shares
|
$267,941
0.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
5,602
shares
|
$267,607
0.19% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
5,584
shares
|
$266,747
0.12% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
5,574
shares
|
$266,269
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
5,573
shares
|
$266,222
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,570
shares
|
$266,078
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
5,560
shares
|
$265,601
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
5,557
shares
|
$265,457
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,550
shares
|
$265,123
0.04% of portfolio
|
Q1 2024
Reduced 25.5%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
5,549
shares
|
$265,075
0.06% of portfolio
|
Q2 2025
New holding
|