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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
7,441
shares
|
$383,062
0.09% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
7,425
shares
|
$382,239
0.12% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
7,424
shares
|
$382,187
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,417
shares
|
$381,827
0.13% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7,384
shares
|
$380,128
0.06% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
7,369
shares
|
$379,356
0.26% of portfolio
|
Q2 2025
Added 18.95%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
7,367
shares
|
$379,253
0.29% of portfolio
|
Q3 2022
Reduced 2.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
7,321
shares
|
$376,885
0.02% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
7,312
shares
|
$376,421
0.1% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
7,310
shares
|
$376,318
0.21% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
7,308
shares
|
$376,215
0.18% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,301
shares
|
$375,855
0.17% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,289
shares
|
$375,237
0.05% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
7,273
shares
|
$374,414
0.06% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
7,272
shares
|
$374,362
0.29% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
7,266
shares
|
$374,053
0.06% of portfolio
|
Q2 2024
Added 3.59%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,260
shares
|
$373,744
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
7,258
shares
|
$373,641
0.17% of portfolio
|
Q2 2023
Reduced 11.38%
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
7,257
shares
|
$373,590
0.13% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
7,256
shares
|
$373,538
0.18% of portfolio
|
Q3 2025
Added 43.17%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
7,248
shares
|
$373,127
0.06% of portfolio
|
Q4 2025
Added 38.11%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
7,248
shares
|
$373,127
0.23% of portfolio
|
Q3 2025
Added 7.38%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
7,234
shares
|
$372,406
0.17% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
7,231
shares
|
$372,251
0.09% of portfolio
|
Q3 2023
Closed
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
7,224
shares
|
$371,891
0.12% of portfolio
|
Q3 2025
Added 0.99%
|
|