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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
35,569
shares
|
$1.59 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
35,455
shares
|
$1.58 Million
0.43% of portfolio
|
Q4 2024
Reduced 52.4%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
35,361
shares
|
$1.58 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
35,336
shares
|
$1.58 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
35,332
shares
|
$1.58 Million
0.31% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
35,220
shares
|
$1.57 Million
0.61% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
35,205
shares
|
$1.57 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
35,200
shares
|
$1.57 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
35,152
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
35,138
shares
|
$1.57 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
35,134
shares
|
$1.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
35,120
shares
|
$1.57 Million
0.17% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
34,994
shares
|
$1.56 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
34,961
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
May 08, 2025 Q1 2025 |
34,917
shares
|
$1.56 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
34,871
shares
|
$1.56 Million
0.31% of portfolio
|
Q1 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
34,842
shares
|
$1.56 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
34,720
shares
|
$1.55 Million
0.67% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
34,718
shares
|
$1.55 Million
0.56% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
34,705
shares
|
$1.55 Million
0.81% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
34,683
shares
|
$1.55 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
34,624
shares
|
$1.55 Million
0.59% of portfolio
|
Q1 2025
Added 24.35%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
May 02, 2025 Q1 2025 |
34,617
shares
|
$1.55 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
34,614
shares
|
$1.55 Million
0.66% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Earnest Partners LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
34,603
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|