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 3,622 institutions that hold shares in the stock, with a total of 5.28 Billion shares, which have been reported (via 13F filing form) to have a value of $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5,167
shares
|
$229,311
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
5,166
shares
|
$229,267
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,140
shares
|
$228,113
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
5,131
shares
|
$227,713
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
5,128
shares
|
$227,580
0.08% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
5,127
shares
|
$227,536
0.05% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
5,126
shares
|
$227,491
0.05% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
5,120
shares
|
$227,225
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,106
shares
|
$226,604
0.05% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
5,101
shares
|
$226,382
0.12% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
5,098
shares
|
$226,249
0.1% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
5,097
shares
|
$226,204
0.02% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
5,082
shares
|
$225,539
0.12% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
5,082
shares
|
$225,539
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
5,065
shares
|
$224,784
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
May 01, 2025 Q1 2025 |
5,059
shares
|
$224,518
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
5,057
shares
|
$224,429
0.03% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
5,054
shares
|
$224,296
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Apr 21, 2025 Q1 2025 |
5,050
shares
|
$224,119
0.02% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
5,039
shares
|
$223,630
0.02% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
5,023
shares
|
$222,920
0.11% of portfolio
|
Q1 2025
Reduced 21.54%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
5,021
shares
|
$222,831
0.16% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
5,013
shares
|
$222,476
0.06% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
5,008
shares
|
$222,255
0.09% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
5,008
shares
|
$222,255
0.04% of portfolio
|
Q1 2025
Reduced 16.95%
|