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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
3,215
shares
|
$165,508
0.08% of portfolio
|
Q3 2025
Added 164.61%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
3,208
shares
|
$165,147
0.03% of portfolio
|
Q3 2023
Reduced 68.57%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
3,188
shares
|
$164,118
0.09% of portfolio
|
Q3 2025
Reduced 59.12%
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
3,186
shares
|
$164,015
0.02% of portfolio
|
Q3 2025
Reduced 59.04%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
3,171
shares
|
$163,243
0.05% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
3,128
shares
|
$161,029
0.02% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,108
shares
|
$159,999
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,100
shares
|
$159,588
0.12% of portfolio
|
Q3 2025
Reduced 61.42%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,076
shares
|
$158,352
0.04% of portfolio
|
Q2 2025
Added 355.03%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
3,055
shares
|
$157,271
0.1% of portfolio
|
Q3 2021
Reduced 14.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,019
shares
|
$155,418
0.04% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,003
shares
|
$154,594
0.01% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
2,972
shares
|
$152,998
0.03% of portfolio
|
Q3 2025
Added 766.47%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,965
shares
|
$152,638
0.04% of portfolio
|
Q3 2025
Reduced 40.5%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
2,953
shares
|
$152,020
0.08% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
2,911
shares
|
$149,858
0.01% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,857
shares
|
$147,078
0.03% of portfolio
|
Q4 2022
Added 12.57%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
2,850
shares
|
$146,718
0.42% of portfolio
|
Q2 2025
Reduced 17.39%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
2,808
shares
|
$144,555
0.07% of portfolio
|
Q4 2025
Added 0.43%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
2,804
shares
|
$144,349
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,793
shares
|
$143,783
0.07% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,727
shares
|
$140,385
0.04% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
2,681
shares
|
$138,017
0.11% of portfolio
|
Q3 2023
Added 47.71%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,657
shares
|
$136,782
0.01% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,647
shares
|
$136,267
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|