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 3,684 institutions that hold shares in the stock, with a total of 5.24 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J.P. Marvel Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
292,184
shares
|
$14 Million
2.17% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
291,568
shares
|
$13.9 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
288,047
shares
|
$13.8 Million
0.63% of portfolio
|
Q2 2022
Added 0.55%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
285,757
shares
|
$13.7 Million
2.75% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Assenagon Asset Management S.A.
|
Jul 11, 2025 Q2 2025 |
285,481
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
285,283
shares
|
$13.6 Million
0.38% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
283,460
shares
|
$13.5 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
283,249
shares
|
$13.5 Million
7.55% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
282,576
shares
|
$13.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
280,953
shares
|
$13.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
280,810
shares
|
$13.4 Million
0.27% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
279,110
shares
|
$13.3 Million
1.09% of portfolio
|
Q4 2022
Reduced 0.63%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
277,808
shares
|
$13.3 Million
0.45% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
276,948
shares
|
$13.2 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
276,225
shares
|
$13.2 Million
0.2% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
275,085
shares
|
$13.1 Million
2.7% of portfolio
|
Q4 2022
Added 0.65%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
274,403
shares
|
$13.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 64.4%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
274,377
shares
|
$13.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
273,697
shares
|
$13.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
273,351
shares
|
$13.1 Million
1.99% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
273,302
shares
|
$13.1 Million
1.49% of portfolio
|
Q1 2025
Added 14.88%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
273,049
shares
|
$13 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
272,594
shares
|
$13 Million
0.28% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
272,443
shares
|
$13 Million
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
272,321
shares
|
$13 Million
0.45% of portfolio
|
Q1 2025
Reduced 8.95%
|