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 3,674 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 $246 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
354
shares
|
$16,645
0.0% of portfolio
|
Q1 2025
Added 77.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
348
shares
|
$16,362
0.0% of portfolio
|
Q4 2024
Added 25.63%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
343
shares
|
$16,127
0.0% of portfolio
|
Q1 2025
Added 827.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
327
shares
|
$15,375
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
323
shares
|
$15,187
0.01% of portfolio
|
Q1 2025
Reduced 37.04%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
300
shares
|
$14,106
0.0% of portfolio
|
Q1 2025
Reduced 38.27%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
299
shares
|
$14,058
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
298
shares
|
$14,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
293
shares
|
$13,776
0.0% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
285
shares
|
$13,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
283
shares
|
$13,306
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279
shares
|
$13,118
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
278
shares
|
$13,071
0.0% of portfolio
|
Q2 2024
Reduced 92.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
276
shares
|
$12,977
0.01% of portfolio
|
Q1 2025
Added 37.31%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
270
shares
|
$12,695
0.0% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
265
shares
|
$12,460
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
256
shares
|
$12,037
0.0% of portfolio
|
Q2 2024
Reduced 55.79%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
249
shares
|
$11,707
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
249
shares
|
$11,707
0.01% of portfolio
|
Q1 2025
Added 35.33%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
244
shares
|
$11,472
0.0% of portfolio
|
Q1 2024
Reduced 99.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
230
shares
|
$10,814
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
218
shares
|
$10,250
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
215
shares
|
$10,109
0.01% of portfolio
|
Q1 2024
Reduced 85.99%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
212
shares
|
$9,968
0.0% of portfolio
|
Q2 2022
Reduced 66.4%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
210
shares
|
$9,874
0.01% of portfolio
|
Q1 2025
New holding
|