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 3,613 institutions that hold shares in the stock, with a total of 5.37 Billion shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guy Spier
Aquamarine Capital Management, LLC
|
Aug 02, 2022 Q2 2022 |
767,845
shares
|
$33.3 Million
14.04% of portfolio
|
Q1 2019
Added 30.14%
|
|
|
Aquamarine Zurich Ag
Zurich, V8 |
Apr 11, 2025 Q1 2025 |
767,845
shares
|
$33.3 Million
10.91% of portfolio
|
Q3 2022
New holding
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
760,000
shares
|
$33 Million
1.79% of portfolio
|
Q3 2022
Reduced 2.19%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
757,145
shares
|
$32.8 Million
0.41% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
747,731
shares
|
$32.4 Million
0.77% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
747,440
shares
|
$32.4 Million
0.27% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
May 09, 2025 Q1 2025 |
747,144
shares
|
$32.4 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
738,230
shares
|
$32 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
736,242
shares
|
$31.9 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
730,000
shares
|
$31.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
728,910
shares
|
$31.6 Million
0.08% of portfolio
|
Q2 2023
Added 19.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
717,802
shares
|
$31.1 Million
0.27% of portfolio
|
Q1 2025
Added 41.96%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
706,563
shares
|
$30.6 Million
0.33% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
706,027
shares
|
$30.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
704,029
shares
|
$30.5 Million
0.86% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
702,795
shares
|
$30.5 Million
0.44% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
700,464
shares
|
$30.4 Million
0.08% of portfolio
|
Q3 2023
Reduced 38.2%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
696,463
shares
|
$30.2 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
696,416
shares
|
$30.2 Million
0.73% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
683,915
shares
|
$29.7 Million
1.0% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
678,563
shares
|
$29.4 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
675,252
shares
|
$29.3 Million
2.62% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Feb 14, 2025 Q4 2024 |
670,800
shares
|
$29.1 Million
1.39% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
662,080
shares
|
$28.7 Million
0.33% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
653,232
shares
|
$28.3 Million
0.55% of portfolio
|
Q1 2025
Added 12.9%
|