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 |
|---|---|---|---|---|---|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 28, 2025 Q3 2025 |
5,070
shares
|
$261,003
0.16% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
5,065
shares
|
$260,746
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
5,064
shares
|
$260,694
0.19% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,061
shares
|
$260,540
0.02% of portfolio
|
Q3 2025
Reduced 55.78%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
5,057
shares
|
$260,334
0.1% of portfolio
|
Q3 2025
Reduced 57.83%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
5,054
shares
|
$260,179
0.21% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
5,053
shares
|
$260,128
0.06% of portfolio
|
Q3 2025
Added 13.37%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
5,036
shares
|
$259,253
0.11% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 16, 2025 Q3 2025 |
5,031
shares
|
$258,995
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,018
shares
|
$258,326
0.03% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
5,002
shares
|
$257,502
0.05% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
4,999
shares
|
$257,348
0.14% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
4,994
shares
|
$257,091
0.09% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
4,990
shares
|
$256,885
0.17% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
4,982
shares
|
$256,473
0.1% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
4,979
shares
|
$256,318
0.1% of portfolio
|
Q3 2025
Added 11.86%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
4,978
shares
|
$256,267
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,972
shares
|
$255,958
0.12% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
4,943
shares
|
$254,465
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
4,942
shares
|
$254,414
0.2% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
4,939
shares
|
$254,259
0.03% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
4,930
shares
|
$253,796
0.18% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
4,925
shares
|
$253,538
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
4,911
shares
|
$252,818
0.05% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,909
shares
|
$252,715
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|