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 |
|---|---|---|---|---|---|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
182,758
shares
|
$8.73 Million
3.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
182,613
shares
|
$8.72 Million
0.92% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Wallington Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
182,168
shares
|
$8.7 Million
1.28% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
182,116
shares
|
$8.7 Million
0.51% of portfolio
|
Q1 2025
Added 1317.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
181,622
shares
|
$8.68 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
180,963
shares
|
$8.64 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
180,815
shares
|
$8.64 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
180,713
shares
|
$8.63 Million
1.88% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
180,373
shares
|
$8.62 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
180,316
shares
|
$8.61 Million
0.56% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
180,299
shares
|
$8.61 Million
0.05% of portfolio
|
Q3 2022
Added 56.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
180,063
shares
|
$8.6 Million
0.64% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Viking Fund Management LLC
|
Jul 11, 2025 Q2 2025 |
180,000
shares
|
$8.6 Million
1.23% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
179,356
shares
|
$8.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 89.57%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
179,262
shares
|
$8.56 Million
2.57% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
178,935
shares
|
$8.55 Million
0.24% of portfolio
|
Q1 2024
Reduced 53.9%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
177,970
shares
|
$8.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
177,701
shares
|
$8.49 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
|
$8.48 Million
0.92% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
May 15, 2025 Q1 2025 |
177,568
shares
|
$8.48 Million
1.0% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
177,213
shares
|
$8.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
177,203
shares
|
$8.46 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
177,143
shares
|
$8.46 Million
0.19% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
176,200
shares
|
$8.42 Million
0.22% of portfolio
|
Q1 2025
Reduced 15.14%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
175,882
shares
|
$8.4 Million
0.42% of portfolio
|
Q1 2025
Added 17.26%
|