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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
18,209
shares
|
$787,539
0.22% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
18,168
shares
|
$785,766
0.71% of portfolio
|
Q1 2025
Added 122.43%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
18,166
shares
|
$785,679
0.09% of portfolio
|
Q3 2022
Added 5.83%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
18,135
shares
|
$784,338
0.22% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
18,066
shares
|
$781,354
0.02% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
18,053
shares
|
$780,792
0.54% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
18,037
shares
|
$780,100
0.22% of portfolio
|
Q2 2023
Reduced 11.75%
|
|
|
Spring Capital Management, LLC
|
Apr 09, 2025 Q1 2025 |
18,005
shares
|
$778,716
0.41% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
17,968
shares
|
$777,116
0.13% of portfolio
|
Q1 2025
Added 90.38%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
17,967
shares
|
$777,072
0.64% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
17,962
shares
|
$776,856
0.23% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Carlson Capital L P
Dallas, TX |
May 14, 2025 Q1 2025 |
17,900
shares
|
$774,175
0.29% of portfolio
|
Q1 2025
Reduced 76.1%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
17,892
shares
|
$773,829
0.05% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
17,850
shares
|
$772,012
0.28% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
17,834
shares
|
$771,320
0.62% of portfolio
|
Q1 2025
Added 34.68%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
17,832
shares
|
$771,234
0.12% of portfolio
|
Q4 2024
Added 75.86%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
17,783
shares
|
$769,114
0.35% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
17,724
shares
|
$766,563
0.03% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
17,715
shares
|
$766,173
0.07% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
17,713
shares
|
$766,087
0.1% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
17,684
shares
|
$764,833
0.07% of portfolio
|
Q3 2023
Added 4.87%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
17,675
shares
|
$764,443
0.52% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
17,645
shares
|
$763,146
0.02% of portfolio
|
Q2 2024
Reduced 12.65%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
17,642
shares
|
$763,016
0.26% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
17,591
shares
|
$760,810
0.29% of portfolio
|
Q1 2025
Reduced 0.2%
|