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 |
|---|---|---|---|---|---|
|
Delta Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
83,610
shares
|
$3.74 Million
1.38% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
83,501
shares
|
$3.73 Million
0.96% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
83,492
shares
|
$3.73 Million
1.24% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
83,458
shares
|
$3.73 Million
0.3% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
83,163
shares
|
$3.72 Million
0.62% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
83,042
shares
|
$3.71 Million
0.69% of portfolio
|
Q3 2022
Reduced 20.7%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
82,902
shares
|
$3.7 Million
0.43% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
82,829
shares
|
$3.7 Million
1.04% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
82,802
shares
|
$3.7 Million
0.56% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
82,655
shares
|
$3.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
82,636
shares
|
$3.69 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
82,615
shares
|
$3.69 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
82,426
shares
|
$3.68 Million
1.79% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
82,413
shares
|
$3.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
82,014
shares
|
$3.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
81,942
shares
|
$3.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
81,715
shares
|
$3.65 Million
0.22% of portfolio
|
Q1 2025
Added 28.53%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
81,673
shares
|
$3.65 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
81,324
shares
|
$3.63 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
81,264
shares
|
$3.63 Million
0.75% of portfolio
|
Q1 2025
Added 61.03%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
80,831
shares
|
$3.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
80,536
shares
|
$3.6 Million
1.48% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
80,293
shares
|
$3.59 Million
0.49% of portfolio
|
Q3 2023
Reduced 30.62%
|
|
|
Hodges Capital Management Inc.
|
May 15, 2025 Q1 2025 |
80,066
shares
|
$3.58 Million
0.23% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
79,817
shares
|
$3.57 Million
0.44% of portfolio
|
Q1 2025
Added 0.16%
|