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 $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
23,525
shares
|
$1.02 Million
0.68% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
23,511
shares
|
$1.02 Million
0.88% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
23,413
shares
|
$1.01 Million
0.34% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
23,401
shares
|
$1.01 Million
0.59% of portfolio
|
Q2 2022
Added 9.35%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
23,342
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Added 39.56%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
23,328
shares
|
$1.01 Million
0.79% of portfolio
|
Q1 2025
Reduced 34.49%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
23,311
shares
|
$1.01 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
23,307
shares
|
$1.01 Million
1.29% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
23,305
shares
|
$1.01 Million
0.24% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
23,271
shares
|
$1.01 Million
0.43% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
23,262
shares
|
$1.01 Million
0.32% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
23,211
shares
|
$1 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
23,177
shares
|
$1 Million
0.43% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
23,147
shares
|
$1 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
23,111
shares
|
$999,550
0.29% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
23,099
shares
|
$999,031
0.42% of portfolio
|
Q4 2023
Added 14.91%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
23,083
shares
|
$998,339
0.3% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
23,081
shares
|
$998,253
0.6% of portfolio
|
Q1 2025
Added 53.0%
|
|
|
Sarasin & Partners LLP
|
Apr 15, 2025 Q1 2025 |
23,000
shares
|
$994,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
22,987
shares
|
$994,187
0.05% of portfolio
|
Q1 2025
Added 116.57%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
22,934
shares
|
$991,895
0.05% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
22,852
shares
|
$988,349
0.57% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
22,833
shares
|
$987,527
0.42% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
22,826
shares
|
$987,224
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
22,822
shares
|
$987,051
0.06% of portfolio
|
Q1 2025
Reduced 8.06%
|