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 |
|---|---|---|---|---|---|
|
Tikehau Investment Management
Paris, I0 |
May 07, 2025 Q1 2025 |
20,943
shares
|
$905,784
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
20,929
shares
|
$905,179
0.3% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
20,903
shares
|
$904,054
0.29% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
20,859
shares
|
$902,151
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
20,837
shares
|
$901,200
0.1% of portfolio
|
Q1 2023
Added 0.03%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
20,834
shares
|
$901,070
0.16% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
20,796
shares
|
$899,427
0.27% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,767
shares
|
$898,172
0.05% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
20,716
shares
|
$895,967
0.09% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
20,681
shares
|
$894,453
0.14% of portfolio
|
Q1 2025
Added 22.06%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
20,641
shares
|
$892,723
0.18% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
20,641
shares
|
$892,723
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
20,616
shares
|
$891,642
0.22% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
20,581
shares
|
$890,128
0.02% of portfolio
|
Q1 2025
Added 43.37%
|
|
|
Qv Investors Inc.
|
Apr 09, 2025 Q1 2025 |
20,580
shares
|
$890,085
0.09% of portfolio
|
Q1 2025
Reduced 85.63%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,577
shares
|
$889,955
0.01% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
May 07, 2025 Q1 2025 |
20,474
shares
|
$885,500
0.58% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
20,458
shares
|
$884,808
0.58% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
20,441
shares
|
$884,073
0.28% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
20,441
shares
|
$884,073
0.56% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Copperwynd Financial, LLC
|
May 05, 2025 Q1 2025 |
20,429
shares
|
$883,554
0.24% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
20,385
shares
|
$881,651
0.08% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
20,383
shares
|
$881,564
0.64% of portfolio
|
Q1 2025
Added 66.65%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
20,352
shares
|
$880,224
0.36% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
May 15, 2025 Q1 2025 |
20,343
shares
|
$879,834
0.43% of portfolio
|
Q1 2025
New holding
|