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 |
|---|---|---|---|---|---|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
16,062
shares
|
$694,681
1.27% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
16,060
shares
|
$694,595
0.06% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
16,029
shares
|
$693,254
0.29% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
16,023
shares
|
$692,994
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ninepoint Partners LP
|
May 06, 2025 Q1 2025 |
16,017
shares
|
$692,735
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
16,017
shares
|
$692,735
0.13% of portfolio
|
Q1 2025
Added 26.48%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,016
shares
|
$692,692
0.03% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
16,002
shares
|
$692,086
0.35% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
16,000
shares
|
$692,000
0.4% of portfolio
|
Q2 2023
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
15,985
shares
|
$691,351
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
15,980
shares
|
$691,135
0.12% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
15,972
shares
|
$690,789
0.04% of portfolio
|
Q1 2025
Reduced 72.67%
|
|
|
C2 C Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
15,971
shares
|
$690,745
0.63% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
15,963
shares
|
$690,399
0.36% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
15,959
shares
|
$690,226
0.09% of portfolio
|
Q1 2025
Added 120.89%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
15,946
shares
|
$689,664
0.05% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
15,927
shares
|
$688,842
0.64% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
15,903
shares
|
$687,804
0.26% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
15,881
shares
|
$686,853
0.13% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
May 09, 2025 Q1 2025 |
15,879
shares
|
$686,766
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
15,868
shares
|
$686,291
0.15% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
15,866
shares
|
$686,204
0.43% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
15,858
shares
|
$685,858
0.1% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
15,850
shares
|
$685,512
0.29% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
15,842
shares
|
$685,166
0.11% of portfolio
|
Q1 2025
Reduced 39.9%
|