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 3,895 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 |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
3,859
shares
|
$198,661
0.05% of portfolio
|
Q1 2025
Reduced 17.38%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
3,782
shares
|
$194,697
0.14% of portfolio
|
Q4 2025
Reduced 16.44%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3,762
shares
|
$193,667
0.06% of portfolio
|
Q3 2025
Added 49.11%
|
|
|
Weil Company, Inc.
|
Jan 14, 2026 Q4 2025 |
3,748
shares
|
$192,947
0.05% of portfolio
|
Q4 2025
Reduced 25.86%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,741
shares
|
$192,586
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gen Wealth Group, Inc.
|
Jan 12, 2026 Q4 2025 |
3,740
shares
|
$192,535
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
3,731
shares
|
$192,071
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
3,710
shares
|
$190,990
0.11% of portfolio
|
Q3 2025
Reduced 74.1%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
3,698
shares
|
$190,373
0.06% of portfolio
|
Q3 2025
Added 59.19%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
3,689
shares
|
$189,909
0.03% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
3,676
shares
|
$189,240
0.09% of portfolio
|
Q2 2024
Reduced 85.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
3,640
shares
|
$187,387
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,614
shares
|
$186,048
0.08% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
3,612
shares
|
$185,945
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
3,558
shares
|
$183,165
0.07% of portfolio
|
Q4 2025
Added 2.57%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
3,520
shares
|
$181,209
0.06% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,488
shares
|
$179,562
0.03% of portfolio
|
Q3 2025
Added 39.24%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
3,486
shares
|
$179,459
0.12% of portfolio
|
Q2 2025
Reduced 53.48%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
3,458
shares
|
$178,017
0.07% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
3,434
shares
|
$176,782
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
3,410
shares
|
$175,546
0.09% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,287
shares
|
$169,214
0.02% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
3,276
shares
|
$168,648
0.11% of portfolio
|
Q3 2025
Added 23.72%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
3,220
shares
|
$165,765
0.07% of portfolio
|
Q2 2022
Added 11.23%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,215
shares
|
$165,508
0.08% of portfolio
|
Q3 2025
Added 164.61%
|
|