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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,406
shares
|
$484,220
0.19% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
9,404
shares
|
$484,117
0.17% of portfolio
|
Q3 2025
Added 35.66%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
9,400
shares
|
$483,911
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
9,385
shares
|
$483,139
0.06% of portfolio
|
Q4 2025
Added 10.31%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
9,377
shares
|
$482,727
0.12% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
9,373
shares
|
$482,522
0.1% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 07, 2025 Q3 2025 |
9,358
shares
|
$481,749
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
9,350
shares
|
$481,337
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
9,348
shares
|
$481,235
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
9,341
shares
|
$480,874
0.0% of portfolio
|
Q3 2025
Added 181.78%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
9,325
shares
|
$480,050
0.1% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
9,300
shares
|
$478,764
0.29% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
9,298
shares
|
$478,661
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Oct 21, 2025 Q3 2025 |
9,269
shares
|
$477,168
0.22% of portfolio
|
Q3 2025
Reduced 9.39%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
9,250
shares
|
$476,190
0.1% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
9,219
shares
|
$474,594
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,210
shares
|
$474,130
0.16% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
9,208
shares
|
$474,027
0.23% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
9,208
shares
|
$474,027
0.37% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
9,188
shares
|
$472,998
0.07% of portfolio
|
Q3 2025
Added 45.4%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
9,174
shares
|
$472,277
0.05% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
9,146
shares
|
$470,836
0.23% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
9,142
shares
|
$470,630
0.08% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
9,139
shares
|
$470,475
0.2% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
9,133
shares
|
$470,166
0.19% of portfolio
|
Q2 2025
Reduced 3.6%
|
|