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 3,889 institutions that hold shares in the stock, with a total of 5.26 Billion shares, which have been reported (via 13F filing form) to have a value of $271 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
11,664
shares
|
$600,462
0.04% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
11,649
shares
|
$599,690
0.14% of portfolio
|
Q3 2025
Reduced 12.88%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
11,645
shares
|
$599,484
0.12% of portfolio
|
Q4 2025
Reduced 7.4%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
11,642
shares
|
$599,330
0.05% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
11,618
shares
|
$598,094
0.19% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
11,615
shares
|
$597,940
0.56% of portfolio
|
Q2 2025
Added 33.66%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
11,611
shares
|
$597,734
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
11,607
shares
|
$597,528
0.14% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
11,590
shares
|
$596,653
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
11,554
shares
|
$594,799
0.21% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
11,547
shares
|
$594,439
0.28% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
11,505
shares
|
$592,277
0.09% of portfolio
|
Q4 2025
Added 17.33%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Nov 18, 2025 Q3 2025 |
11,491
shares
|
$591,556
0.41% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
11,480
shares
|
$590,990
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
11,478
shares
|
$590,887
0.17% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
11,469
shares
|
$590,424
0.12% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 13, 2026 Q4 2025 |
11,453
shares
|
$589,600
0.19% of portfolio
|
Q4 2025
Added 2.69%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
11,445
shares
|
$589,188
0.08% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
11,443
shares
|
$589,085
0.17% of portfolio
|
Q3 2025
Added 37.92%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
11,437
shares
|
$588,776
0.1% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Weik Capital Management
Wyomissing, PA |
Nov 12, 2025 Q3 2025 |
11,433
shares
|
$588,570
0.22% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,422
shares
|
$588,004
0.03% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
11,408
shares
|
$587,283
0.05% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
11,408
shares
|
$587,283
0.1% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
11,404
shares
|
$587,077
0.06% of portfolio
|
Q3 2025
Added 89.47%
|
|