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 |
|---|---|---|---|---|---|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
8,775
shares
|
$451,737
0.29% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,760
shares
|
$450,964
0.07% of portfolio
|
Q3 2025
Added 71.19%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
8,745
shares
|
$450,192
0.26% of portfolio
|
Q2 2025
Reduced 11.13%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
8,736
shares
|
$449,729
0.18% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
8,725
shares
|
$449,163
0.26% of portfolio
|
Q4 2025
Added 7.88%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
8,712
shares
|
$448,493
0.04% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
8,712
shares
|
$448,493
0.09% of portfolio
|
Q3 2025
Added 92.91%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,702
shares
|
$447,978
0.46% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
8,699
shares
|
$447,824
0.26% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
8,694
shares
|
$447,567
0.23% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
8,693
shares
|
$447,515
0.1% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Lebenthal Global Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,674
shares
|
$446,537
0.08% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
8,669
shares
|
$446,280
0.19% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
8,655
shares
|
$445,559
0.12% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
8,648
shares
|
$445,199
0.03% of portfolio
|
Q4 2025
Added 4.44%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
8,646
shares
|
$445,096
0.28% of portfolio
|
Q1 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
8,645
shares
|
$445,044
0.11% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Oct 16, 2025 Q3 2025 |
8,619
shares
|
$443,706
0.3% of portfolio
|
Q3 2025
Added 22.83%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
8,615
shares
|
$443,500
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
8,580
shares
|
$441,698
0.23% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
8,576
shares
|
$441,492
0.12% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
8,570
shares
|
$441,183
0.19% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,563
shares
|
$440,823
0.03% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
8,562
shares
|
$440,771
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
8,562
shares
|
$440,771
0.08% of portfolio
|
Q3 2025
Reduced 0.87%
|
|