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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
6,880
shares
|
$354,182
0.2% of portfolio
|
Q4 2025
Reduced 2.93%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
6,879
shares
|
$354,130
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
6,877
shares
|
$354,027
0.19% of portfolio
|
Q3 2025
Added 30.57%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
6,860
shares
|
$353,152
0.08% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
6,852
shares
|
$352,740
0.1% of portfolio
|
Q3 2025
Reduced 13.96%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
6,849
shares
|
$352,586
0.12% of portfolio
|
Q3 2025
Added 6.97%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
6,840
shares
|
$352,123
0.08% of portfolio
|
Q3 2025
Added 13.64%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
6,837
shares
|
$351,968
0.16% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,821
shares
|
$351,145
0.2% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
6,817
shares
|
$350,939
0.1% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
6,816
shares
|
$350,887
0.03% of portfolio
|
Q3 2025
Reduced 28.34%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,808
shares
|
$350,475
0.09% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
6,805
shares
|
$350,321
0.35% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,804
shares
|
$350,269
0.09% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
6,799
shares
|
$350,012
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
6,794
shares
|
$349,755
0.13% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
6,793
shares
|
$349,703
0.02% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
6,778
shares
|
$348,931
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
6,776
shares
|
$348,828
0.09% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
6,774
shares
|
$348,725
0.04% of portfolio
|
Q3 2025
Reduced 9.97%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,771
shares
|
$348,571
0.17% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
6,744
shares
|
$347,181
0.03% of portfolio
|
Q4 2025
Reduced 9.68%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,727
shares
|
$346,305
0.07% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
6,726
shares
|
$346,254
0.07% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
6,718
shares
|
$345,842
0.03% of portfolio
|
Q2 2024
Added 4.82%
|
|