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 |
|---|---|---|---|---|---|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
4,321
shares
|
$222,445
0.03% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
4,319
shares
|
$222,342
0.03% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
4,315
shares
|
$222,136
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
4,291
shares
|
$220,900
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
4,284
shares
|
$220,540
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
4,267
shares
|
$219,665
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,262
shares
|
$219,407
0.23% of portfolio
|
Q1 2024
Reduced 1.16%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
4,260
shares
|
$219,304
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
4,259
shares
|
$219,253
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
4,253
shares
|
$218,944
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
4,252
shares
|
$218,892
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
4,250
shares
|
$218,790
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
4,250
shares
|
$218,790
0.11% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,248
shares
|
$218,687
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
4,225
shares
|
$217,503
0.04% of portfolio
|
Q3 2025
Reduced 27.34%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
4,222
shares
|
$217,348
0.15% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
4,220
shares
|
$217,245
0.06% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
4,200
shares
|
$216,216
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 05, 2025 Q3 2025 |
4,200
shares
|
$216,216
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
4,198
shares
|
$216,113
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
4,197
shares
|
$216,061
0.1% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
4,188
shares
|
$215,598
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
4,185
shares
|
$215,443
0.06% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,179
shares
|
$215,134
0.01% of portfolio
|
Q3 2025
Added 39.3%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 27, 2025 Q3 2025 |
4,173
shares
|
$214,826
1.61% of portfolio
|
Q3 2025
Reduced 37.78%
|
|