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 3,699 institutions that hold shares in the stock, with a total of 5.24 Billion shares, which have been reported (via 13F filing form) to have a value of $253 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,804
shares
|
$232,465
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,790
shares
|
$231,788
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,785
shares
|
$231,546
0.13% of portfolio
|
Q3 2024
Added 296.44%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
4,777
shares
|
$231,159
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Campion Asset Management
|
Jul 17, 2025 Q2 2025 |
4,776
shares
|
$231,110
0.17% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
4,773
shares
|
$230,965
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
4,768
shares
|
$230,723
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
4,767
shares
|
$230,675
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
4,753
shares
|
$229,997
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
4,753
shares
|
$229,997
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
4,745
shares
|
$229,610
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,742
shares
|
$229,465
0.13% of portfolio
|
Q2 2025
Reduced 10.81%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
4,720
shares
|
$228,400
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,717
shares
|
$228,255
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
4,707
shares
|
$227,771
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,649
shares
|
$224,965
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,625
shares
|
$223,803
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,575
shares
|
$221,384
0.18% of portfolio
|
Q4 2024
Reduced 43.27%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Jul 17, 2025 Q2 2025 |
4,567
shares
|
$220,997
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
4,516
shares
|
$218,529
0.06% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Hoese & CO LLP
|
Apr 11, 2025 Q1 2025 |
4,500
shares
|
$217,755
0.16% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
4,500
shares
|
$217,755
0.13% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
4,488
shares
|
$217,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
4,470
shares
|
$216,303
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
4,458
shares
|
$215,722
0.1% of portfolio
|
Q2 2025
New holding
|