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 3,889 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 |
|---|---|---|---|---|---|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,988
shares
|
$308,262
0.05% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
5,985
shares
|
$308,107
0.11% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
5,982
shares
|
$307,953
0.22% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
5,981
shares
|
$307,901
0.23% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
5,979
shares
|
$307,798
0.19% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,974
shares
|
$307,541
0.32% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
5,960
shares
|
$306,820
0.24% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
5,959
shares
|
$306,769
0.11% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,948
shares
|
$306,203
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
5,926
shares
|
$305,070
0.1% of portfolio
|
Q3 2025
Added 6.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
5,921
shares
|
$304,813
0.08% of portfolio
|
Q4 2025
Added 5.56%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
5,910
shares
|
$304,246
0.13% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5,909
shares
|
$304,195
0.04% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
5,907
shares
|
$304,092
0.02% of portfolio
|
Q3 2025
Added 31.59%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
5,904
shares
|
$303,937
0.07% of portfolio
|
Q3 2025
Reduced 7.58%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,899
shares
|
$303,680
0.03% of portfolio
|
Q2 2024
Added 89.5%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
5,891
shares
|
$303,268
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
5,885
shares
|
$302,959
0.07% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 07, 2026 Q4 2025 |
5,881
shares
|
$302,753
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
5,876
shares
|
$302,496
0.97% of portfolio
|
Q3 2025
Reduced 93.23%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,872
shares
|
$302,290
0.07% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
5,860
shares
|
$301,672
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
5,860
shares
|
$301,672
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,857
shares
|
$301,518
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
5,853
shares
|
$301,312
0.23% of portfolio
|
Q3 2025
Added 3.21%
|
|