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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
12,045
shares
|
$538,291
0.05% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
12,034
shares
|
$537,799
0.24% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
12,021
shares
|
$537,218
0.09% of portfolio
|
Q1 2025
Reduced 18.32%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
12,006
shares
|
$536,548
0.2% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
12,003
shares
|
$536,414
0.11% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
11,999
shares
|
$536,235
0.03% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
11,980
shares
|
$535,386
0.06% of portfolio
|
Q1 2025
Reduced 23.63%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
11,975
shares
|
$535,162
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
11,973
shares
|
$535,073
0.1% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
11,968
shares
|
$534,849
0.16% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
11,944
shares
|
$533,777
0.07% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
11,942
shares
|
$533,687
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
11,925
shares
|
$532,928
0.26% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
11,917
shares
|
$532,570
0.27% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
11,910
shares
|
$532,257
0.44% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
11,900
shares
|
$531,811
0.21% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
11,873
shares
|
$530,604
0.24% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
11,856
shares
|
$529,844
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
11,853
shares
|
$529,710
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
11,844
shares
|
$529,308
0.31% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,809
shares
|
$527,744
0.16% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
11,786
shares
|
$526,716
0.06% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,775
shares
|
$526,224
0.01% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
11,772
shares
|
$526,090
0.22% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
11,753
shares
|
$525,241
0.09% of portfolio
|
Q1 2025
Reduced 6.9%
|