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 3,633 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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
48,104
shares
|
$2.15 Million
0.35% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
47,943
shares
|
$2.14 Million
0.27% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
47,942
shares
|
$2.14 Million
0.46% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
47,871
shares
|
$2.14 Million
0.34% of portfolio
|
Q1 2023
Added 64.53%
|
|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
47,562
shares
|
$2.13 Million
0.23% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
47,546
shares
|
$2.12 Million
0.56% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
47,494
shares
|
$2.12 Million
0.5% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
47,450
shares
|
$2.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.21%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
47,273
shares
|
$2.11 Million
1.02% of portfolio
|
Q1 2025
Added 674.33%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
47,251
shares
|
$2.11 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
47,247
shares
|
$2.11 Million
0.68% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
47,198
shares
|
$2.11 Million
0.62% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
47,145
shares
|
$2.11 Million
1.02% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
47,131
shares
|
$2.11 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
46,870
shares
|
$2.09 Million
0.74% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
46,857
shares
|
$2.09 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
46,762
shares
|
$2.09 Million
0.57% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
46,758
shares
|
$2.09 Million
1.16% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
46,721
shares
|
$2.09 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
46,529
shares
|
$2.08 Million
0.33% of portfolio
|
Q1 2024
Added 45.79%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
46,383
shares
|
$2.07 Million
1.91% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
46,237
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
46,212
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
46,194
shares
|
$2.06 Million
0.17% of portfolio
|
Q1 2025
Added 565.04%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
46,041
shares
|
$2.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 60.35%
|