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 3,631 institutions that hold shares in the stock, with a total of 5.27 Billion shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
181,314
shares
|
$8.1 Million
1.17% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
180,815
shares
|
$8.08 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
180,713
shares
|
$8.08 Million
1.88% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Wallington Asset Management, LLC
|
May 09, 2025 Q1 2025 |
180,608
shares
|
$8.07 Million
1.24% of portfolio
|
Q1 2025
Reduced 32.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
180,373
shares
|
$8.06 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
180,316
shares
|
$8.06 Million
0.56% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
180,299
shares
|
$8.06 Million
0.05% of portfolio
|
Q3 2022
Added 56.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
180,063
shares
|
$8.05 Million
0.64% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Viking Fund Management LLC
|
Apr 10, 2025 Q1 2025 |
180,000
shares
|
$8.04 Million
1.13% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
179,356
shares
|
$8.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 89.57%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
178,935
shares
|
$8 Million
0.24% of portfolio
|
Q1 2024
Reduced 53.9%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
177,970
shares
|
$7.95 Million
0.51% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
177,797
shares
|
$7.95 Million
0.33% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
177,701
shares
|
$7.94 Million
0.74% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
May 15, 2025 Q1 2025 |
177,613
shares
|
$7.94 Million
0.92% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
177,568
shares
|
$7.94 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
177,213
shares
|
$7.92 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
177,203
shares
|
$7.92 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
177,143
shares
|
$7.92 Million
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
176,200
shares
|
$7.87 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
175,983
shares
|
$7.86 Million
0.09% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
175,882
shares
|
$7.86 Million
0.42% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
175,832
shares
|
$7.86 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
175,262
shares
|
$7.83 Million
2.4% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
174,390
shares
|
$7.79 Million
0.09% of portfolio
|
Q1 2025
New holding
|