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 |
|---|---|---|---|---|---|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
4,462
shares
|
$229,703
0.12% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
4,444
shares
|
$228,777
0.11% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
4,443
shares
|
$228,725
0.11% of portfolio
|
Q4 2025
Added 10.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
4,440
shares
|
$228,571
0.11% of portfolio
|
Q4 2025
Added 6.63%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,436
shares
|
$228,365
0.06% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,428
shares
|
$227,953
0.07% of portfolio
|
Q3 2025
Reduced 84.55%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
4,415
shares
|
$227,284
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
4,413
shares
|
$227,181
0.06% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
4,413
shares
|
$227,181
0.13% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
4,403
shares
|
$226,666
0.31% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Congress Park Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,395
shares
|
$226,254
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,380
shares
|
$225,482
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,370
shares
|
$224,967
0.06% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,369
shares
|
$224,916
0.06% of portfolio
|
Q3 2025
Reduced 30.19%
|
|
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
Nov 06, 2025 Q3 2025 |
4,367
shares
|
$224,813
0.17% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,365
shares
|
$224,710
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
4,363
shares
|
$224,607
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
4,361
shares
|
$224,504
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
4,356
shares
|
$224,246
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
4,349
shares
|
$223,886
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
4,342
shares
|
$223,526
0.02% of portfolio
|
Q3 2025
Reduced 26.63%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
4,332
shares
|
$223,011
0.0% of portfolio
|
Q3 2025
Reduced 33.68%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,332
shares
|
$223,011
0.1% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
4,332
shares
|
$223,011
0.01% of portfolio
|
Q3 2025
Reduced 12.29%
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,321
shares
|
$222,445
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|