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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
19,253
shares
|
$832,692
0.04% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
19,150
shares
|
$828,237
0.18% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,138
shares
|
$827,718
0.17% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
19,129
shares
|
$827,329
0.34% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
19,122
shares
|
$827,026
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,104
shares
|
$826,248
0.07% of portfolio
|
Q1 2025
Added 106033.33%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
19,059
shares
|
$824,301
0.17% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
19,031
shares
|
$823,090
0.51% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
19,026
shares
|
$822,874
0.31% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
19,025
shares
|
$822,831
0.44% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
19,021
shares
|
$822,658
0.11% of portfolio
|
Q1 2025
Reduced 16.74%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
19,000
shares
|
$821,750
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
18,940
shares
|
$819,155
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
18,924
shares
|
$818,463
0.01% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
18,906
shares
|
$817,684
0.19% of portfolio
|
Q1 2025
Added 169.59%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
18,896
shares
|
$817,252
0.08% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
May 13, 2025 Q1 2025 |
18,831
shares
|
$814,440
0.21% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,823
shares
|
$814,094
0.68% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
18,801
shares
|
$813,143
0.05% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
18,783
shares
|
$812,364
0.09% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,775
shares
|
$812,018
0.2% of portfolio
|
Q1 2025
Reduced 67.86%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
18,770
shares
|
$811,802
0.36% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
18,748
shares
|
$810,851
0.05% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
18,748
shares
|
$810,851
0.05% of portfolio
|
Q4 2023
Added 53.36%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
18,711
shares
|
$809,250
0.5% of portfolio
|
Q1 2025
Added 0.81%
|