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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
14,028
shares
|
$626,911
0.18% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Front Street Capital Management, Inc.
|
May 16, 2025 Q1 2025 |
14,014
shares
|
$626,285
0.11% of portfolio
|
Q1 2025
Reduced 84.21%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
14,000
shares
|
$625,660
0.11% of portfolio
|
Q3 2023
Reduced 4.23%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
13,990
shares
|
$625,213
0.27% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
13,983
shares
|
$624,900
0.41% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
13,979
shares
|
$624,721
0.31% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,956
shares
|
$623,693
0.2% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
13,954
shares
|
$623,604
0.2% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
13,915
shares
|
$621,861
0.04% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Intrinsic Value Partners, LLC
|
May 08, 2025 Q1 2025 |
13,897
shares
|
$621,056
0.59% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
13,882
shares
|
$620,386
0.31% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,872
shares
|
$619,939
0.15% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
13,866
shares
|
$619,671
0.02% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
13,860
shares
|
$619,403
0.17% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
13,859
shares
|
$619,358
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
13,828
shares
|
$617,973
0.35% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
13,822
shares
|
$617,705
0.13% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
13,816
shares
|
$617,437
0.31% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
13,805
shares
|
$616,945
0.06% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Sunpointe, LLC
St. Louis, MO |
May 07, 2025 Q1 2025 |
13,798
shares
|
$616,632
0.31% of portfolio
|
Q1 2025
Reduced 5.1%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,791
shares
|
$616,319
0.08% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
13,767
shares
|
$615,247
0.65% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,724
shares
|
$613,325
0.12% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
13,678
shares
|
$611,269
0.16% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
13,656
shares
|
$610,286
0.07% of portfolio
|
Q1 2025
Reduced 8.61%
|