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 3,791 institutions that hold shares in the stock, with a total of 5.32 Billion shares, which have been reported (via 13F filing form) to have a value of $268 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
293
shares
|
$14,790
0.0% of portfolio
|
Q2 2025
Reduced 98.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
290
shares
|
$14,639
0.0% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
285
shares
|
$14,386
0.0% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
285
shares
|
$14,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
279
shares
|
$14,083
0.01% of portfolio
|
Q3 2024
Reduced 51.81%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
270
shares
|
$13,629
0.0% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
267
shares
|
$13,478
0.01% of portfolio
|
Q2 2025
Added 60.84%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
256
shares
|
$12,922
0.0% of portfolio
|
Q2 2025
Added 34.74%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
256
shares
|
$12,922
0.0% of portfolio
|
Q2 2024
Reduced 55.79%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
252
shares
|
$12,720
0.0% of portfolio
|
Q2 2025
Added 26.0%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
249
shares
|
$12,569
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
246
shares
|
$12,418
0.01% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
244
shares
|
$12,317
0.0% of portfolio
|
Q1 2024
Reduced 99.86%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
242
shares
|
$12,216
0.01% of portfolio
|
Q2 2025
Added 284.13%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
230
shares
|
$11,610
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
218
shares
|
$11,004
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
218
shares
|
$11,004
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
215
shares
|
$10,853
0.01% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
215
shares
|
$10,853
0.01% of portfolio
|
Q1 2024
Reduced 85.99%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
212
shares
|
$10,701
0.0% of portfolio
|
Q2 2022
Reduced 66.4%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
202
shares
|
$10,196
0.0% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
192
shares
|
$9,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
191
shares
|
$9,641
0.0% of portfolio
|
Q2 2025
Added 81.9%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$9,591
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
190
shares
|
$9,591
0.0% of portfolio
|
Q4 2024
New holding
|