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 |
|---|---|---|---|---|---|
|
Cairn Investment Group, Inc.
|
Oct 28, 2025 Q3 2025 |
4,768
shares
|
$245,456
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 20, 2025 Q3 2025 |
4,768
shares
|
$245,456
0.15% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
4,762
shares
|
$245,147
0.01% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,760
shares
|
$245,044
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
4,753
shares
|
$244,684
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,749
shares
|
$244,478
0.09% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
4,723
shares
|
$243,140
0.04% of portfolio
|
Q4 2025
Added 7.24%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,722
shares
|
$243,088
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
4,719
shares
|
$242,934
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
4,717
shares
|
$242,831
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,704
shares
|
$242,161
0.19% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
4,704
shares
|
$242,161
0.13% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
4,704
shares
|
$242,161
1.09% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,686
shares
|
$241,235
0.07% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
4,683
shares
|
$241,080
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
4,682
shares
|
$241,029
0.22% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
4,677
shares
|
$240,771
0.07% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
4,673
shares
|
$240,566
0.13% of portfolio
|
Q3 2025
Reduced 15.8%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
4,664
shares
|
$240,102
0.1% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
4,660
shares
|
$239,896
0.17% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
4,654
shares
|
$239,587
0.04% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
4,649
shares
|
$239,330
0.07% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
4,648
shares
|
$239,279
0.04% of portfolio
|
Q3 2025
Reduced 42.84%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
4,647
shares
|
$239,227
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Phocas Financial Corp.
Alameda, CA |
Nov 12, 2025 Q3 2025 |
4,640
shares
|
$238,867
0.03% of portfolio
|
Q2 2025
New holding
|
|