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 |
|---|---|---|---|---|---|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
90,993
shares
|
$4.07 Million
0.51% of portfolio
|
Q4 2022
Reduced 0.42%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
90,913
shares
|
$4.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
90,661
shares
|
$4.05 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
90,544
shares
|
$4.05 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
90,317
shares
|
$4.04 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
90,295
shares
|
$4.04 Million
0.23% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
90,059
shares
|
$4.02 Million
0.93% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
89,752
shares
|
$4.01 Million
0.56% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
89,320
shares
|
$3.99 Million
0.99% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
89,193
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
89,143
shares
|
$3.98 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
89,046
shares
|
$3.98 Million
0.27% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
89,040
shares
|
$3.98 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
89,035
shares
|
$3.98 Million
0.43% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
89,008
shares
|
$3.98 Million
0.17% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
88,963
shares
|
$3.98 Million
0.18% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
88,865
shares
|
$3.97 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
88,664
shares
|
$3.96 Million
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
88,560
shares
|
$3.96 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
88,282
shares
|
$3.95 Million
1.56% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
87,915
shares
|
$3.93 Million
0.19% of portfolio
|
Q4 2022
Reduced 0.92%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
87,764
shares
|
$3.92 Million
0.18% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
American Assets Inc
|
May 09, 2025 Q1 2025 |
87,500
shares
|
$3.91 Million
1.26% of portfolio
|
Q4 2020
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
87,316
shares
|
$3.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
87,180
shares
|
$3.9 Million
2.25% of portfolio
|
Q1 2025
Reduced 7.85%
|