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 $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
15,260
shares
|
$681,969
0.66% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
15,250
shares
|
$681,522
0.46% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
15,244
shares
|
$681,254
0.0% of portfolio
|
Q1 2025
Added 377.72%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
15,227
shares
|
$680,494
0.3% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
15,216
shares
|
$680,003
0.2% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
15,176
shares
|
$678,215
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
15,162
shares
|
$677,589
0.02% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,157
shares
|
$677,366
0.07% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
15,157
shares
|
$677,366
0.08% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
15,154
shares
|
$677,232
0.21% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
15,147
shares
|
$676,919
0.16% of portfolio
|
Q1 2024
Reduced 95.77%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
15,060
shares
|
$673,031
0.07% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
15,049
shares
|
$672,539
0.22% of portfolio
|
Q1 2025
Reduced 69.23%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,026
shares
|
$671,511
0.75% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
15,010
shares
|
$670,796
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
15,001
shares
|
$670,394
0.11% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
15,000
shares
|
$670,350
0.52% of portfolio
|
Q2 2022
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,980
shares
|
$669,456
0.06% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
14,978
shares
|
$669,366
0.21% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
14,937
shares
|
$667,534
0.43% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
14,874
shares
|
$664,719
0.04% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
14,873
shares
|
$664,674
0.07% of portfolio
|
Q1 2025
Reduced 23.9%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
14,835
shares
|
$662,976
0.41% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
14,766
shares
|
$659,892
0.16% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
14,760
shares
|
$659,624
0.58% of portfolio
|
Q1 2025
Reduced 2.19%
|