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 3,630 institutions that hold shares in the stock, with a total of 5.23 Billion shares, which have been reported (via 13F filing form) to have a value of $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
66,597
shares
|
$2.98 Million
0.53% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
66,362
shares
|
$2.97 Million
1.26% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
66,144
shares
|
$2.96 Million
0.32% of portfolio
|
Q1 2025
Reduced 45.81%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
65,965
shares
|
$2.95 Million
0.27% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
65,825
shares
|
$2.95 Million
0.39% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
65,763
shares
|
$2.94 Million
0.97% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
65,433
shares
|
$2.93 Million
0.36% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
65,038
shares
|
$2.91 Million
0.12% of portfolio
|
Q1 2025
Added 37.16%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
64,967
shares
|
$2.91 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
64,884
shares
|
$2.9 Million
1.17% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
64,860
shares
|
$2.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
64,828
shares
|
$2.9 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
64,503
shares
|
$2.89 Million
0.16% of portfolio
|
Q1 2025
Added 159.78%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
64,211
shares
|
$2.87 Million
0.56% of portfolio
|
Q1 2025
Added 538.79%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
64,122
shares
|
$2.87 Million
0.08% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
63,775
shares
|
$2.86 Million
0.22% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
63,680
shares
|
$2.85 Million
1.34% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
63,576
shares
|
$2.85 Million
0.22% of portfolio
|
Q1 2025
Added 821.66%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
63,412
shares
|
$2.84 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
63,000
shares
|
$2.82 Million
0.41% of portfolio
|
Q4 2023
Reduced 34.03%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
62,933
shares
|
$2.82 Million
0.59% of portfolio
|
Q1 2025
Reduced 10.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
62,852
shares
|
$2.81 Million
0.12% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
62,850
shares
|
$2.81 Million
1.03% of portfolio
|
Q4 2024
Reduced 24.91%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
62,654
shares
|
$2.81 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
62,041
shares
|
$2.78 Million
0.1% of portfolio
|
Q1 2025
New holding
|