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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
74,556
shares
|
$3.33 Million
0.3% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
74,084
shares
|
$3.31 Million
2.36% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
74,000
shares
|
$3.31 Million
0.99% of portfolio
|
Q2 2020
Reduced 19.57%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
73,819
shares
|
$3.3 Million
0.1% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
73,709
shares
|
$3.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
73,496
shares
|
$3.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
73,453
shares
|
$3.28 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
73,389
shares
|
$3.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
73,192
shares
|
$3.27 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
72,589
shares
|
$3.24 Million
0.71% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
71,772
shares
|
$3.21 Million
0.22% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
71,618
shares
|
$3.2 Million
0.1% of portfolio
|
Q1 2025
Added 766.31%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
71,598
shares
|
$3.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
71,334
shares
|
$3.19 Million
1.12% of portfolio
|
Q1 2025
Added 232.93%
|
|
|
Guardian Investment Management
|
Apr 25, 2025 Q1 2025 |
71,268
shares
|
$3.18 Million
2.41% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
71,217
shares
|
$3.18 Million
0.28% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
71,150
shares
|
$3.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
70,936
shares
|
$3.17 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
70,846
shares
|
$3.17 Million
0.25% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
70,730
shares
|
$3.16 Million
0.24% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
70,448
shares
|
$3.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 90.21%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
70,339
shares
|
$3.14 Million
1.07% of portfolio
|
Q4 2023
Added 18.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
70,317
shares
|
$3.14 Million
0.27% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
69,983
shares
|
$3.13 Million
0.13% of portfolio
|
Q4 2024
Added 48.91%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Apr 30, 2025 Q1 2025 |
69,791
shares
|
$3.12 Million
1.29% of portfolio
|
Q1 2025
Added 2.37%
|