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 3,895 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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
11,183
shares
|
$575,700
0.31% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
11,158
shares
|
$574,413
0.02% of portfolio
|
Q4 2025
Added 5.77%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
11,140
shares
|
$573,487
0.26% of portfolio
|
Q2 2022
Reduced 57.82%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
11,140
shares
|
$573,487
0.07% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
11,107
shares
|
$571,788
0.37% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Sara Bay Financial
|
Oct 10, 2025 Q3 2025 |
11,102
shares
|
$571,530
0.18% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
11,080
shares
|
$570,398
0.05% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
11,058
shares
|
$569,265
0.42% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
11,032
shares
|
$567,927
0.08% of portfolio
|
Q4 2025
Added 10.63%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
11,012
shares
|
$566,897
0.09% of portfolio
|
Q2 2024
Added 4.99%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
11,012
shares
|
$566,897
0.04% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
10,996
shares
|
$566,074
0.28% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,985
shares
|
$565,507
0.06% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,984
shares
|
$565,456
0.15% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
10,974
shares
|
$564,941
0.07% of portfolio
|
Q3 2022
Added 22.29%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
10,969
shares
|
$564,684
0.19% of portfolio
|
Q3 2025
Added 10.35%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
10,967
shares
|
$564,581
0.42% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
10,956
shares
|
$564,014
0.34% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
10,951
shares
|
$563,757
0.05% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
10,937
shares
|
$563,036
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
10,934
shares
|
$562,882
0.08% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
10,928
shares
|
$562,573
0.07% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
10,916
shares
|
$561,955
0.09% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
10,900
shares
|
$561,132
0.44% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
10,895
shares
|
$560,874
0.18% of portfolio
|
Q4 2025
Added 4.32%
|
|