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 |
|---|---|---|---|---|---|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,830
shares
|
$214,355
0.08% of portfolio
|
Q1 2025
Reduced 52.55%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
4,819
shares
|
$213,867
0.01% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
4,813
shares
|
$213,600
0.03% of portfolio
|
Q1 2025
Added 108.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,785
shares
|
$212,358
0.13% of portfolio
|
Q3 2024
Added 296.44%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
4,776
shares
|
$211,958
0.08% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4,720
shares
|
$209,473
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,717
shares
|
$209,340
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,631
shares
|
$205,523
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Feb 21, 2025 Q4 2024 |
4,580
shares
|
$203,260
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,575
shares
|
$203,038
0.18% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
4,522
shares
|
$200,686
0.18% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,516
shares
|
$200,420
0.06% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
4,500
shares
|
$199,710
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$193,940
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$189,147
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
4,116
shares
|
$182,668
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
4,054
shares
|
$179,916
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
4,051
shares
|
$179,783
0.08% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
4,019
shares
|
$178,363
0.16% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,975
shares
|
$176,410
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,960
shares
|
$175,744
0.02% of portfolio
|
Q1 2025
Added 7.08%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,940
shares
|
$174,857
0.05% of portfolio
|
Q1 2025
Reduced 40.6%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
3,890
shares
|
$172,638
0.08% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
3,859
shares
|
$171,262
0.04% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,819
shares
|
$169,487
0.06% of portfolio
|
Q1 2025
Added 0.05%
|