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 |
|---|---|---|---|---|---|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
4,908
shares
|
$252,663
0.08% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
4,906
shares
|
$252,560
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
4,898
shares
|
$252,149
0.05% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 12, 2025 Q3 2025 |
4,895
shares
|
$251,994
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,895
shares
|
$251,994
0.08% of portfolio
|
Q3 2025
Reduced 47.34%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
4,881
shares
|
$251,273
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,857
shares
|
$250,038
0.08% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
4,853
shares
|
$249,832
0.05% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
4,853
shares
|
$249,832
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
4,839
shares
|
$249,111
0.08% of portfolio
|
Q3 2025
Reduced 25.74%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
4,837
shares
|
$249,008
0.17% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
4,836
shares
|
$248,957
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Nov 04, 2025 Q3 2025 |
4,832
shares
|
$248,751
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,828
shares
|
$248,545
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
4,824
shares
|
$248,339
0.17% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
4,813
shares
|
$247,773
0.03% of portfolio
|
Q1 2025
Added 108.08%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
4,808
shares
|
$247,515
0.08% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
4,804
shares
|
$247,309
0.05% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
4,804
shares
|
$247,309
0.08% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,785
shares
|
$246,331
0.13% of portfolio
|
Q3 2024
Added 296.44%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
4,782
shares
|
$246,177
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
4,776
shares
|
$245,868
0.17% of portfolio
|
Q2 2025
Reduced 10.48%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
4,775
shares
|
$245,816
0.17% of portfolio
|
Q2 2025
Added 130.9%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
4,770
shares
|
$245,559
0.03% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
4,770
shares
|
$245,559
0.16% of portfolio
|
Q3 2025
Reduced 6.85%
|
|