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 |
|---|---|---|---|---|---|
|
In Track Investment Management Inc
|
Jan 14, 2026 Q4 2025 |
10,872
shares
|
$559,690
0.35% of portfolio
|
Q4 2025
Reduced 4.96%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
10,866
shares
|
$559,381
0.36% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
10,855
shares
|
$558,815
0.04% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
10,847
shares
|
$558,403
0.06% of portfolio
|
Q3 2025
Added 28.67%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
10,840
shares
|
$558,043
0.15% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
10,833
shares
|
$557,682
0.17% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
10,825
shares
|
$557,271
0.03% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
10,814
shares
|
$556,704
0.04% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
10,809
shares
|
$556,447
0.05% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
10,801
shares
|
$556,035
0.25% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
10,787
shares
|
$555,314
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
10,769
shares
|
$554,388
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
10,755
shares
|
$553,667
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
10,748
shares
|
$553,307
0.54% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
10,724
shares
|
$552,071
0.4% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,705
shares
|
$551,093
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
10,698
shares
|
$550,733
0.07% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
10,685
shares
|
$550,063
0.17% of portfolio
|
Q3 2025
Added 36.36%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
10,683
shares
|
$549,960
0.12% of portfolio
|
Q3 2025
Added 8.69%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
10,683
shares
|
$549,960
0.06% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
10,680
shares
|
$549,806
0.07% of portfolio
|
Q3 2025
Reduced 20.18%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,661
shares
|
$548,828
0.13% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
10,643
shares
|
$547,901
0.07% of portfolio
|
Q3 2025
Reduced 31.5%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
10,635
shares
|
$547,489
0.15% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
10,632
shares
|
$547,335
0.21% of portfolio
|
Q3 2025
Reduced 0.48%
|
|