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 3,580 institutions that hold shares in the stock, with a total of 5.49 Billion shares, which have been reported (via 13F filing form) to have a value of $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
451,768
shares
|
$21.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 27.97%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
447,303
shares
|
$21 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
445,372
shares
|
$20.9 Million
0.49% of portfolio
|
Q4 2024
Added 59.02%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
445,077
shares
|
$20.9 Million
0.16% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
442,188
shares
|
$20.8 Million
0.19% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
441,079
shares
|
$20.7 Million
0.4% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
438,838
shares
|
$20.6 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
437,909
shares
|
$20.6 Million
1.91% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
435,296
shares
|
$20.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
433,781
shares
|
$20.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
431,739
shares
|
$20.3 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
431,307
shares
|
$20.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
431,105
shares
|
$20.2 Million
0.22% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
Feb 12, 2025 Q4 2024 |
429,853
shares
|
$20.2 Million
1.33% of portfolio
|
Q4 2024
Reduced 15.13%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
426,750
shares
|
$20 Million
1.6% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
426,505
shares
|
$20 Million
0.35% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
423,100
shares
|
$19.9 Million
0.17% of portfolio
|
Q3 2023
Reduced 2.02%
|
|
|
Achmea Investment Management B.V.
|
Feb 10, 2025 Q4 2024 |
418,549
shares
|
$19.7 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
418,479
shares
|
$19.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jan 27, 2025 Q4 2024 |
417,764
shares
|
$19.6 Million
4.26% of portfolio
|
Q4 2024
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
416,046
shares
|
$19.5 Million
0.52% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
414,620
shares
|
$19.5 Million
0.37% of portfolio
|
Q4 2024
Added 506.05%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
412,451
shares
|
$19.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
409,433
shares
|
$19.2 Million
0.12% of portfolio
|
Q4 2024
Added 445.59%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
406,287
shares
|
$19.1 Million
1.51% of portfolio
|
Q4 2024
Reduced 4.94%
|