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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
2,236
shares
|
$106,165
0.06% of portfolio
|
Q2 2021
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2,217
shares
|
$105,263
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
2,200
shares
|
$104,456
3.93% of portfolio
|
Q1 2024
Added 388.89%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,187
shares
|
$103,838
0.01% of portfolio
|
Q4 2020
Reduced 56.58%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,178
shares
|
$103,411
0.0% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
2,134
shares
|
$101,322
0.02% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
2,122
shares
|
$100,752
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
2,089
shares
|
$99,185
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,072
shares
|
$98,378
0.01% of portfolio
|
Q1 2025
Reduced 15.01%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,069
shares
|
$98,236
0.03% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
2,068
shares
|
$98,188
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
2,067
shares
|
$98,141
0.02% of portfolio
|
Q1 2025
Reduced 61.92%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,066
shares
|
$98,093
0.02% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
2,045
shares
|
$97,096
0.06% of portfolio
|
Q1 2025
Added 189.25%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,000
shares
|
$94,960
0.05% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,000
shares
|
$94,960
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
2,000
shares
|
$94,960
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,977
shares
|
$93,867
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,907
shares
|
$90,544
0.05% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,889
shares
|
$89,689
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,888
shares
|
$89,642
0.04% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
1,882
shares
|
$89,357
0.03% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,866
shares
|
$88,597
0.1% of portfolio
|
Q1 2025
Added 69.17%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
1,822
shares
|
$86,508
0.01% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,791
shares
|
$85,036
0.03% of portfolio
|
Q2 2025
Reduced 5.74%
|