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 3,606 institutions that hold shares in the stock, with a total of 5.39 Billion shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
7,132
shares
|
$319,584
0.44% of portfolio
|
Q2 2023
Reduced 0.2%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
7,129
shares
|
$319,450
0.33% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
7,120
shares
|
$319,047
0.18% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
7,096
shares
|
$317,971
0.24% of portfolio
|
Q1 2024
Reduced 17.55%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
7,075
shares
|
$317,030
0.1% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,066
shares
|
$316,627
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
7,042
shares
|
$315,552
0.09% of portfolio
|
Q4 2024
Added 23.98%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,040
shares
|
$315,462
0.11% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
7,021
shares
|
$314,611
0.05% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
7,001
shares
|
$313,714
0.03% of portfolio
|
Q2 2024
Reduced 5.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
6,986
shares
|
$313,042
0.03% of portfolio
|
Q4 2024
Reduced 14.01%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,985
shares
|
$312,997
0.17% of portfolio
|
Q4 2023
Reduced 17.44%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
6,966
shares
|
$312,146
0.05% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
6,946
shares
|
$311,250
0.02% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
6,943
shares
|
$311,115
0.17% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
6,931
shares
|
$310,578
0.09% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,926
shares
|
$310,354
0.03% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
6,924
shares
|
$310,264
0.03% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
6,905
shares
|
$309,413
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
6,904
shares
|
$309,368
0.19% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
6,899
shares
|
$309,144
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
6,898
shares
|
$309,099
0.07% of portfolio
|
Q4 2024
Reduced 78.47%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
6,892
shares
|
$308,830
0.03% of portfolio
|
Q3 2024
Reduced 14.43%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
6,892
shares
|
$308,830
0.25% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
6,885
shares
|
$308,516
0.18% of portfolio
|
Q4 2024
Reduced 1.43%
|