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 |
|---|---|---|---|---|---|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
8,560
shares
|
$440,668
0.1% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
8,540
shares
|
$439,639
0.35% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
8,538
shares
|
$439,536
0.18% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
8,460
shares
|
$435,520
0.26% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
8,456
shares
|
$435,314
0.06% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
8,456
shares
|
$435,314
0.02% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
8,429
shares
|
$433,924
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,419
shares
|
$433,410
0.19% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
8,400
shares
|
$432,432
0.14% of portfolio
|
Q3 2025
Reduced 23.54%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
8,384
shares
|
$431,608
0.07% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
8,373
shares
|
$431,042
0.52% of portfolio
|
Q1 2025
Reduced 21.46%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
8,367
shares
|
$430,733
0.07% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
8,363
shares
|
$430,527
0.03% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
8,353
shares
|
$430,012
0.07% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
8,347
shares
|
$429,703
0.03% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
8,345
shares
|
$429,600
0.04% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,340
shares
|
$429,343
0.12% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
8,331
shares
|
$428,879
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
8,304
shares
|
$427,489
0.16% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
8,291
shares
|
$426,820
0.07% of portfolio
|
Q3 2025
Added 49.41%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
8,287
shares
|
$426,614
0.09% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
8,286
shares
|
$426,563
0.09% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
8,270
shares
|
$425,739
0.1% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
8,262
shares
|
$425,327
0.29% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
8,257
shares
|
$425,070
0.05% of portfolio
|
Q3 2025
Reduced 10.06%
|
|