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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
14,343
shares
|
$640,988
0.05% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
14,334
shares
|
$640,586
0.16% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
14,326
shares
|
$640,228
0.4% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
14,302
shares
|
$639,156
0.05% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
14,294
shares
|
$638,798
0.47% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
14,282
shares
|
$638,262
0.03% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
14,262
shares
|
$637,368
0.06% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
14,246
shares
|
$636,653
0.14% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
14,211
shares
|
$635,089
0.04% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
14,183
shares
|
$633,838
0.09% of portfolio
|
Q1 2024
Added 52.77%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
14,179
shares
|
$633,659
0.41% of portfolio
|
Q1 2025
Reduced 30.48%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
14,148
shares
|
$632,274
0.04% of portfolio
|
Q1 2025
Reduced 85.5%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
14,141
shares
|
$631,961
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
14,132
shares
|
$631,559
0.09% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
14,126
shares
|
$631,290
0.1% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
14,108
shares
|
$630,486
0.22% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
14,100
shares
|
$630,129
0.2% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
14,090
shares
|
$629,682
0.14% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
14,083
shares
|
$629,369
0.12% of portfolio
|
Q1 2025
Added 115.57%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Apr 10, 2025 Q1 2025 |
14,076
shares
|
$629,056
0.53% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
14,066
shares
|
$628,609
0.13% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
14,050
shares
|
$627,894
0.35% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
14,033
shares
|
$627,134
0.08% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
14,030
shares
|
$627,000
0.02% of portfolio
|
Q1 2025
Reduced 12.94%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
14,029
shares
|
$626,956
0.01% of portfolio
|
Q3 2022
New holding
|