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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
87,044
shares
|
$3.89 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
86,848
shares
|
$3.88 Million
0.79% of portfolio
|
Q1 2024
Added 35.83%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
86,693
shares
|
$3.87 Million
0.25% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
86,582
shares
|
$3.87 Million
0.47% of portfolio
|
Q2 2020
Reduced 8.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
85,830
shares
|
$3.84 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
85,493
shares
|
$3.82 Million
2.41% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
85,123
shares
|
$3.8 Million
0.24% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
85,058
shares
|
$3.8 Million
0.9% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
85,025
shares
|
$3.8 Million
1.44% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
85,021
shares
|
$3.8 Million
2.06% of portfolio
|
Q1 2025
Reduced 79.3%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
84,981
shares
|
$3.8 Million
2.8% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
84,898
shares
|
$3.79 Million
0.89% of portfolio
|
Q1 2025
Added 78.45%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
84,571
shares
|
$3.78 Million
0.48% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
84,485
shares
|
$3.78 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
84,325
shares
|
$3.77 Million
0.25% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
84,228
shares
|
$3.76 Million
0.19% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
84,219
shares
|
$3.76 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
83,996
shares
|
$3.75 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
May 15, 2025 Q1 2025 |
83,990
shares
|
$3.75 Million
0.18% of portfolio
|
Q1 2025
Reduced 87.48%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
83,968
shares
|
$3.75 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
83,945
shares
|
$3.75 Million
1.65% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
83,820
shares
|
$3.75 Million
0.29% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
83,675
shares
|
$3.74 Million
0.56% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
83,657
shares
|
$3.74 Million
1.35% of portfolio
|
Q4 2023
Reduced 60.94%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
83,633
shares
|
$3.74 Million
1.0% of portfolio
|
Q1 2025
Reduced 12.1%
|