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 |
|---|---|---|---|---|---|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
40,786
shares
|
$1.82 Million
0.3% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
40,784
shares
|
$1.82 Million
0.48% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
40,688
shares
|
$1.82 Million
0.32% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
40,638
shares
|
$1.82 Million
0.45% of portfolio
|
Q1 2025
Added 7.22%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
40,598
shares
|
$1.81 Million
0.18% of portfolio
|
Q1 2025
Added 369.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
40,514
shares
|
$1.81 Million
0.2% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
40,323
shares
|
$1.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
40,249
shares
|
$1.8 Million
0.46% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Hikari Power LTD
|
Apr 23, 2025 Q1 2025 |
40,240
shares
|
$1.8 Million
0.13% of portfolio
|
Q2 2023
Reduced 5.18%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
40,222
shares
|
$1.8 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
40,209
shares
|
$1.8 Million
0.83% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
40,162
shares
|
$1.79 Million
0.47% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
40,134
shares
|
$1.79 Million
0.94% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
40,055
shares
|
$1.79 Million
0.58% of portfolio
|
Q1 2025
Added 72.88%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
40,024
shares
|
$1.79 Million
0.31% of portfolio
|
Q4 2022
Reduced 2.55%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
40,007
shares
|
$1.79 Million
0.22% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
40,000
shares
|
$1.79 Million
0.68% of portfolio
|
Q3 2017
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
39,985
shares
|
$1.79 Million
0.24% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
39,982
shares
|
$1.79 Million
0.12% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
39,885
shares
|
$1.78 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
39,884
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
39,819
shares
|
$1.78 Million
0.66% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,817
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
39,782
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2025
Added 51.71%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
39,762
shares
|
$1.78 Million
1.59% of portfolio
|
Q1 2025
Added 0.39%
|