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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
271,412
shares
|
$13 Million
0.93% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Apr 14, 2025 Q1 2025 |
270,649
shares
|
$12.9 Million
8.52% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Arnhold LLC
|
May 14, 2025 Q1 2025 |
268,942
shares
|
$12.8 Million
1.19% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
268,826
shares
|
$12.8 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
267,587
shares
|
$12.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
267,269
shares
|
$12.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 34.55%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
266,701
shares
|
$12.7 Million
0.5% of portfolio
|
Q1 2025
Reduced 28.17%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
266,117
shares
|
$12.7 Million
1.81% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
264,804
shares
|
$12.6 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
264,554
shares
|
$12.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Davis Rea Ltd.
|
May 06, 2025 Q1 2025 |
264,119
shares
|
$12.6 Million
3.02% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
261,323
shares
|
$12.5 Million
0.3% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
261,082
shares
|
$12.5 Million
0.46% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
259,938
shares
|
$12.4 Million
2.35% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
259,680
shares
|
$12.4 Million
0.7% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
259,148
shares
|
$12.4 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
259,052
shares
|
$12.4 Million
0.26% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Westbourne Investment Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
258,878
shares
|
$12.4 Million
3.84% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Governors Lane LP
New York, NY |
May 15, 2025 Q1 2025 |
257,600
shares
|
$12.3 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
256,741
shares
|
$12.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 46.29%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
256,534
shares
|
$12.3 Million
0.91% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
May 12, 2025 Q1 2025 |
256,452
shares
|
$12.3 Million
0.51% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
256,373
shares
|
$12.2 Million
3.6% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
256,347
shares
|
$12.2 Million
1.7% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
252,464
shares
|
$12.1 Million
0.62% of portfolio
|
Q1 2025
New holding
|