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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
515,243
shares
|
$24.5 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
514,309
shares
|
$24.4 Million
0.46% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
512,744
shares
|
$24.3 Million
0.14% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
506,039
shares
|
$24 Million
1.33% of portfolio
|
Q2 2025
Added 272.81%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
503,686
shares
|
$23.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
503,600
shares
|
$23.9 Million
1.81% of portfolio
|
Q4 2024
Added 46.78%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
503,473
shares
|
$23.9 Million
2.08% of portfolio
|
Q3 2022
Added 0.61%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
May 06, 2025 Q1 2025 |
502,550
shares
|
$23.9 Million
1.56% of portfolio
|
Q1 2025
Added 26.12%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
500,950
shares
|
$23.8 Million
1.12% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
500,598
shares
|
$23.8 Million
2.28% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
500,300
shares
|
$23.8 Million
0.91% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
497,581
shares
|
$23.6 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
496,815
shares
|
$23.6 Million
0.32% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
495,129
shares
|
$23.5 Million
0.17% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
493,487
shares
|
$23.4 Million
0.94% of portfolio
|
Q1 2025
Added 29.76%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
493,424
shares
|
$23.4 Million
4.39% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
483,032
shares
|
$22.9 Million
0.28% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
480,466
shares
|
$22.8 Million
0.46% of portfolio
|
Q1 2025
Added 103.76%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
479,441
shares
|
$22.8 Million
1.47% of portfolio
|
Q1 2025
Reduced 54.34%
|
|
|
Ns Partners LTD
|
May 12, 2025 Q1 2025 |
479,210
shares
|
$22.8 Million
0.88% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
478,880
shares
|
$22.7 Million
1.26% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
477,121
shares
|
$22.7 Million
0.33% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
475,689
shares
|
$22.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
474,687
shares
|
$22.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 9.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
474,561
shares
|
$22.5 Million
0.22% of portfolio
|
Q1 2025
Added 17.21%
|