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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
6,534
shares
|
$336,370
0.12% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
6,533
shares
|
$336,318
0.07% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
6,527
shares
|
$336,009
0.08% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
6,521
shares
|
$335,701
0.05% of portfolio
|
Q4 2025
Reduced 5.42%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
6,509
shares
|
$335,083
0.19% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
6,488
shares
|
$334,002
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
6,484
shares
|
$333,796
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
6,478
shares
|
$333,487
0.01% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Jackson Square Capital, LLC
|
Oct 09, 2025 Q3 2025 |
6,475
shares
|
$333,333
0.08% of portfolio
|
Q3 2025
Added 19.93%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
6,466
shares
|
$332,869
0.15% of portfolio
|
Q2 2025
Reduced 10.86%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
6,451
shares
|
$332,097
0.15% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
6,448
shares
|
$331,943
0.11% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
6,443
shares
|
$331,685
0.01% of portfolio
|
Q2 2025
Reduced 13.44%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
6,440
shares
|
$331,531
0.25% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
6,437
shares
|
$331,376
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,431
shares
|
$331,067
0.03% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
6,422
shares
|
$330,604
0.05% of portfolio
|
Q4 2025
Added 3.85%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
6,408
shares
|
$329,883
0.11% of portfolio
|
Q3 2025
Reduced 20.48%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
6,405
shares
|
$329,729
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
6,401
shares
|
$329,523
0.12% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
6,398
shares
|
$329,369
0.11% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
6,370
shares
|
$327,927
0.32% of portfolio
|
Q3 2025
Reduced 51.14%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,349
shares
|
$326,846
0.03% of portfolio
|
Q1 2025
Added 36.04%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
6,339
shares
|
$326,331
0.06% of portfolio
|
Q3 2025
Added 26.58%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
6,335
shares
|
$326,125
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|