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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
6,125
shares
|
$315,315
0.09% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
6,124
shares
|
$315,263
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,111
shares
|
$314,594
0.11% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
6,107
shares
|
$314,388
0.15% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
6,088
shares
|
$313,410
0.03% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
6,078
shares
|
$312,895
0.05% of portfolio
|
Q3 2025
Reduced 18.19%
|
|
|
Steadtrust LLC
Allen, TX |
Dec 02, 2025 Q3 2025 |
6,073
shares
|
$312,638
0.21% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,070
shares
|
$312,483
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
6,065
shares
|
$312,226
0.55% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,062
shares
|
$312,071
0.02% of portfolio
|
Q2 2023
Reduced 22.74%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
6,061
shares
|
$312,020
0.05% of portfolio
|
Q4 2025
Reduced 1.17%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
6,061
shares
|
$312,020
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
6,042
shares
|
$311,042
0.06% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,037
shares
|
$310,784
0.16% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2026 Q4 2025 |
6,026
shares
|
$310,218
0.06% of portfolio
|
Q4 2025
Reduced 32.0%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,024
shares
|
$310,115
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
6,020
shares
|
$309,909
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
6,017
shares
|
$309,755
0.07% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
6,017
shares
|
$309,755
0.14% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,003
shares
|
$309,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,999
shares
|
$308,828
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,999
shares
|
$308,828
0.02% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
5,999
shares
|
$308,828
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,995
shares
|
$308,622
0.18% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
5,994
shares
|
$308,571
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|