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 |
|---|---|---|---|---|---|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
5,845
shares
|
$300,900
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 30, 2025 Q3 2025 |
5,843
shares
|
$300,797
0.05% of portfolio
|
Q2 2025
Reduced 40.03%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
5,827
shares
|
$299,973
0.14% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2026 Q4 2025 |
5,825
shares
|
$299,871
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
5,824
shares
|
$299,819
0.09% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
5,817
shares
|
$299,459
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
5,810
shares
|
$299,098
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
5,792
shares
|
$298,172
0.18% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
5,789
shares
|
$298,017
0.11% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,766
shares
|
$296,833
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
5,764
shares
|
$296,730
0.03% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,753
shares
|
$296,164
0.05% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
5,736
shares
|
$295,289
0.08% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Nov 10, 2025 Q3 2025 |
5,728
shares
|
$294,877
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
5,725
shares
|
$294,723
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
5,722
shares
|
$294,568
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,720
shares
|
$294,465
0.14% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
5,713
shares
|
$294,105
0.05% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,700
shares
|
$293,436
0.19% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
5,686
shares
|
$292,715
0.03% of portfolio
|
Q3 2025
Reduced 14.08%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
5,678
shares
|
$292,303
0.24% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
5,668
shares
|
$291,788
0.05% of portfolio
|
Q4 2025
Reduced 7.1%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
5,659
shares
|
$291,325
0.12% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
5,654
shares
|
$291,067
0.03% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,641
shares
|
$290,398
0.06% of portfolio
|
Q2 2025
Added 12.53%
|
|