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 |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,706
shares
|
$809,034
0.13% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,698
shares
|
$808,688
0.07% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,697
shares
|
$808,645
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
18,648
shares
|
$806,526
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
18,645
shares
|
$806,396
0.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
18,610
shares
|
$804,882
0.23% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
18,546
shares
|
$802,114
0.17% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
18,542
shares
|
$801,941
0.51% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
18,529
shares
|
$801,379
0.39% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
18,522
shares
|
$801,076
0.19% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
18,508
shares
|
$800,471
0.39% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,487
shares
|
$799,562
0.31% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Lathrop Investment Management Corp
|
May 12, 2025 Q1 2025 |
18,458
shares
|
$798,308
0.15% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
18,450
shares
|
$797,962
0.1% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
18,440
shares
|
$797,530
0.31% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
18,368
shares
|
$794,416
0.3% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
18,333
shares
|
$792,902
0.09% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
18,302
shares
|
$791,561
0.81% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,282
shares
|
$790,696
0.19% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
18,277
shares
|
$790,480
0.78% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
18,272
shares
|
$790,264
0.24% of portfolio
|
Q2 2022
Reduced 3.94%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
18,260
shares
|
$789,745
0.2% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
18,257
shares
|
$789,615
0.17% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
18,250
shares
|
$789,312
0.96% of portfolio
|
Q1 2025
Reduced 30.85%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
18,243
shares
|
$789,009
0.13% of portfolio
|
Q1 2025
Added 46.7%
|