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 |
|---|---|---|---|---|---|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
7,998
shares
|
$411,737
0.11% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
7,995
shares
|
$411,582
0.06% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,994
shares
|
$411,531
0.05% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
7,994
shares
|
$411,531
0.05% of portfolio
|
Q4 2025
Reduced 7.04%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,972
shares
|
$410,398
0.31% of portfolio
|
Q2 2025
Reduced 17.64%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
7,969
shares
|
$410,244
0.05% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
7,950
shares
|
$409,266
0.34% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Lowell Blake & Associates Inc.
Boston, MA |
Nov 13, 2023 Q3 2023 |
7,935
shares
|
$408,493
0.02% of portfolio
|
Q1 2023
Reduced 3.64%
|
|
|
Community Trust & Investment CO
|
Jan 09, 2026 Q4 2025 |
7,909
shares
|
$407,155
0.02% of portfolio
|
Q4 2025
Added 5.17%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
7,902
shares
|
$406,794
0.13% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,902
shares
|
$406,794
0.01% of portfolio
|
Q3 2025
Reduced 97.52%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
7,896
shares
|
$406,486
0.15% of portfolio
|
Q4 2025
Added 2.37%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
7,890
shares
|
$406,177
0.11% of portfolio
|
Q3 2025
Reduced 59.01%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
7,877
shares
|
$405,507
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
7,874
shares
|
$405,353
0.14% of portfolio
|
Q2 2025
Added 31396.0%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
7,865
shares
|
$404,890
0.06% of portfolio
|
Q2 2025
Added 14.73%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
7,850
shares
|
$404,118
0.19% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
7,829
shares
|
$403,036
0.06% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
7,826
shares
|
$402,882
0.14% of portfolio
|
Q3 2025
Added 68.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
7,824
shares
|
$402,779
0.25% of portfolio
|
Q4 2025
Added 29.79%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
7,774
shares
|
$400,205
0.12% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Arcus Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
7,772
shares
|
$400,102
0.19% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
7,769
shares
|
$399,948
0.23% of portfolio
|
Q3 2025
Added 41.31%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
7,761
shares
|
$399,536
0.22% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,727
shares
|
$397,785
0.21% of portfolio
|
Q2 2025
New holding
|
|