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 3,899 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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
7,096
shares
|
$365,302
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
7,077
shares
|
$364,323
0.07% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
7,066
shares
|
$363,757
0.07% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
7,050
shares
|
$362,934
0.09% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
7,049
shares
|
$362,882
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
7,047
shares
|
$362,779
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
7,038
shares
|
$362,316
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
7,037
shares
|
$362,264
0.19% of portfolio
|
Q3 2025
Added 14.67%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
7,034
shares
|
$362,110
0.23% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
7,028
shares
|
$361,801
0.2% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,021
shares
|
$361,441
0.12% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
7,007
shares
|
$360,720
0.14% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
6,987
shares
|
$359,690
0.12% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
6,983
shares
|
$359,484
0.05% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
6,967
shares
|
$358,661
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Lincoln Capital LLC
|
Jan 08, 2026 Q4 2025 |
6,961
shares
|
$358,352
0.07% of portfolio
|
Q4 2025
Added 12.98%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
6,952
shares
|
$357,888
0.03% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
6,947
shares
|
$357,631
0.2% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
6,947
shares
|
$357,631
0.22% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
6,946
shares
|
$357,580
0.06% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
6,942
shares
|
$357,374
0.06% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,937
shares
|
$357,116
0.11% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
6,925
shares
|
$356,499
0.22% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
6,920
shares
|
$356,241
0.18% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
6,905
shares
|
$355,469
0.33% of portfolio
|
Q4 2025
New holding
|
|