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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
5,640
shares
|
$290,347
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
5,628
shares
|
$289,729
0.12% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
5,625
shares
|
$289,575
0.18% of portfolio
|
Q4 2025
Reduced 6.79%
|
|
|
Banyan Capital Management, Inc.
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
5,625
shares
|
$289,575
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,623
shares
|
$289,472
0.14% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,621
shares
|
$289,369
0.05% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
5,621
shares
|
$289,369
0.05% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,615
shares
|
$289,060
0.02% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
5,612
shares
|
$288,905
0.04% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
5,610
shares
|
$288,802
0.19% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
5,610
shares
|
$288,802
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,609
shares
|
$288,751
0.14% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,600
shares
|
$288,288
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
5,598
shares
|
$288,185
0.2% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
5,573
shares
|
$286,898
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,570
shares
|
$286,743
0.0% of portfolio
|
Q3 2024
Reduced 44.68%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
5,566
shares
|
$286,537
0.09% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
5,564
shares
|
$286,434
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
5,560
shares
|
$286,228
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,554
shares
|
$285,919
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,550
shares
|
$285,714
0.04% of portfolio
|
Q1 2024
Reduced 25.5%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
5,549
shares
|
$285,662
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
5,544
shares
|
$285,405
0.07% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
5,538
shares
|
$285,096
0.11% of portfolio
|
Q4 2025
Reduced 8.85%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,521
shares
|
$284,221
0.1% of portfolio
|
Q1 2025
Added 1.38%
|
|