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 |
|---|---|---|---|---|---|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
45,995
shares
|
$2.06 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
45,948
shares
|
$2.05 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
45,650
shares
|
$2.04 Million
0.3% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
45,514
shares
|
$2.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
45,505
shares
|
$2.03 Million
1.32% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
45,500
shares
|
$2.03 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
45,488
shares
|
$2.03 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
45,250
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
45,139
shares
|
$2.02 Million
1.63% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,047
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
45,041
shares
|
$2.01 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
44,967
shares
|
$2.01 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
44,928
shares
|
$2.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
44,816
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
44,743
shares
|
$2 Million
0.99% of portfolio
|
Q1 2025
Reduced 72.28%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
44,731
shares
|
$2 Million
0.07% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Center Book Partners LP
Greenwich, CT |
May 09, 2025 Q1 2025 |
44,719
shares
|
$2 Million
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
44,685
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
44,648
shares
|
$2 Million
0.4% of portfolio
|
Q1 2025
Added 57.15%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
44,600
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
44,564
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
44,491
shares
|
$1.99 Million
0.1% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,432
shares
|
$1.99 Million
0.09% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
44,384
shares
|
$1.98 Million
0.14% of portfolio
|
Q1 2025
Reduced 84.08%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
44,338
shares
|
$1.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.99%
|