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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
2,546
shares
|
$131,068
0.11% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
2,541
shares
|
$130,810
0.08% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
2,506
shares
|
$129,008
0.05% of portfolio
|
Q3 2025
Reduced 63.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
2,496
shares
|
$128,494
0.09% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$123,397
0.08% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
2,385
shares
|
$122,779
0.05% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,310
shares
|
$118,918
0.02% of portfolio
|
Q2 2022
Added 1.14%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
2,271
shares
|
$116,911
0.06% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
2,250
shares
|
$115,830
0.05% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
2,217
shares
|
$114,131
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
2,207
shares
|
$113,616
0.02% of portfolio
|
Q3 2025
Added 12.54%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
2,200
shares
|
$113,256
3.93% of portfolio
|
Q1 2024
Added 388.89%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
2,192
shares
|
$112,844
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,187
shares
|
$112,586
0.01% of portfolio
|
Q4 2020
Reduced 56.58%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,138
shares
|
$110,064
0.05% of portfolio
|
Q3 2025
Added 453.89%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
2,132
shares
|
$109,755
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
2,130
shares
|
$109,652
0.03% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,130
shares
|
$109,652
0.04% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,097
shares
|
$107,953
0.01% of portfolio
|
Q3 2025
Reduced 23.55%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
2,089
shares
|
$107,541
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
2,087
shares
|
$107,438
0.01% of portfolio
|
Q2 2025
Reduced 89.5%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,073
shares
|
$106,718
0.07% of portfolio
|
Q3 2025
Reduced 69.67%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
2,069
shares
|
$106,512
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
2,052
shares
|
$105,636
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
2,024
shares
|
$104,195
0.03% of portfolio
|
Q2 2025
Reduced 5.15%
|
|