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 |
|---|---|---|---|---|---|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
3,055
shares
|
$135,580
0.09% of portfolio
|
Q3 2021
Reduced 14.06%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
3,028
shares
|
$134,382
0.1% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$133,983
0.04% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
3,014
shares
|
$133,761
0.12% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2,996
shares
|
$132,962
0.02% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2,879
shares
|
$127,770
0.05% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,857
shares
|
$126,793
0.03% of portfolio
|
Q4 2022
Added 12.57%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
2,850
shares
|
$126,483
0.04% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
2,815
shares
|
$124,929
0.07% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
2,805
shares
|
$124,485
0.03% of portfolio
|
Q1 2025
Added 55.75%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,793
shares
|
$123,953
0.07% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
2,785
shares
|
$123,598
0.04% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
2,695
shares
|
$119,604
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$119,382
0.09% of portfolio
|
Q1 2025
Reduced 11.19%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
2,681
shares
|
$118,982
0.09% of portfolio
|
Q3 2023
Added 47.71%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
2,656
shares
|
$117,873
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
2,655
shares
|
$117,828
0.08% of portfolio
|
Q2 2023
Added 48.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,638
shares
|
$117,074
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
2,634
shares
|
$116,896
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,605
shares
|
$115,609
0.01% of portfolio
|
Q1 2025
Added 94.69%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
2,556
shares
|
$113,435
0.1% of portfolio
|
Q4 2024
Reduced 81.15%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
2,546
shares
|
$112,991
0.1% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
2,538
shares
|
$112,636
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
2,534
shares
|
$112,458
0.03% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
2,527
shares
|
$112,148
0.01% of portfolio
|
Q1 2025
Added 4.51%
|