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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
61,883
shares
|
$2.77 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
61,702
shares
|
$2.76 Million
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
61,635
shares
|
$2.76 Million
2.44% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
61,448
shares
|
$2.75 Million
2.11% of portfolio
|
Q1 2025
Reduced 3.87%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
61,420
shares
|
$2.75 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
61,324
shares
|
$2.75 Million
0.13% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
60,685
shares
|
$2.72 Million
0.07% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
60,646
shares
|
$2.72 Million
0.2% of portfolio
|
Q1 2025
Reduced 18.71%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
60,541
shares
|
$2.71 Million
0.76% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
60,420
shares
|
$2.71 Million
1.45% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
60,061
shares
|
$2.69 Million
0.1% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
60,034
shares
|
$2.69 Million
0.06% of portfolio
|
Q1 2025
Reduced 94.06%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
60,010
shares
|
$2.69 Million
0.71% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Channing Global Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59,976
shares
|
$2.69 Million
1.87% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
May 15, 2025 Q1 2025 |
59,958
shares
|
$2.68 Million
0.84% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Latash Investments, LLC
Anchorage, AK |
May 12, 2025 Q1 2025 |
59,894
shares
|
$2.68 Million
2.07% of portfolio
|
Q3 2024
Reduced 45.5%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
59,845
shares
|
$2.68 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
59,691
shares
|
$2.67 Million
0.11% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
59,646
shares
|
$2.67 Million
1.8% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
59,577
shares
|
$2.67 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
59,492
shares
|
$2.66 Million
0.86% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
59,491
shares
|
$2.66 Million
0.87% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
59,478
shares
|
$2.66 Million
0.27% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
59,248
shares
|
$2.65 Million
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
59,239
shares
|
$2.65 Million
0.22% of portfolio
|
Q2 2022
Reduced 5.32%
|