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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,322
shares
|
$531,376
0.04% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
10,318
shares
|
$531,170
0.04% of portfolio
|
Q3 2025
Reduced 51.17%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
10,307
shares
|
$530,604
0.2% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
10,307
shares
|
$530,604
0.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
10,305
shares
|
$530,501
0.03% of portfolio
|
Q3 2025
Added 68.99%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,304
shares
|
$530,449
0.18% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
10,285
shares
|
$529,471
0.09% of portfolio
|
Q2 2023
Added 816.67%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
10,272
shares
|
$528,802
0.06% of portfolio
|
Q4 2025
Added 1.94%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
10,243
shares
|
$527,309
0.16% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
10,222
shares
|
$526,228
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
10,205
shares
|
$525,353
0.44% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
10,201
shares
|
$525,147
0.06% of portfolio
|
Q3 2025
Added 38.21%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,200
shares
|
$525,096
0.09% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
10,200
shares
|
$525,096
0.09% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
10,198
shares
|
$524,993
0.14% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,163
shares
|
$523,191
0.13% of portfolio
|
Q3 2025
Reduced 19.28%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
10,156
shares
|
$522,830
0.07% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
10,156
shares
|
$522,830
0.23% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
10,125
shares
|
$521,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
10,110
shares
|
$520,462
0.12% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
10,091
shares
|
$519,484
0.24% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
10,089
shares
|
$519,381
0.07% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
10,088
shares
|
$519,330
0.07% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
10,056
shares
|
$517,682
0.18% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
10,031
shares
|
$516,395
0.17% of portfolio
|
Q4 2025
Added 12.29%
|
|