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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
1,567
shares
|
$80,669
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
1,519
shares
|
$78,198
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,518
shares
|
$78,146
0.03% of portfolio
|
Q2 2022
Added 4.19%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
1,502
shares
|
$77,322
0.01% of portfolio
|
Q3 2025
Reduced 38.32%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$77,220
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
1,498
shares
|
$77,117
0.04% of portfolio
|
Q1 2024
Reduced 40.03%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
1,463
shares
|
$75,315
0.04% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Oakmont Corp
|
Nov 07, 2025 Q3 2025 |
1,455
shares
|
$74,903
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,454
shares
|
$74,851
0.03% of portfolio
|
Q2 2025
Added 220.26%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
1,448
shares
|
$74,543
0.0% of portfolio
|
Q3 2025
Reduced 64.72%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
1,427
shares
|
$73,461
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
1,422
shares
|
$73,204
0.03% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$72,072
0.05% of portfolio
|
Q2 2025
Reduced 19.68%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,394
shares
|
$71,763
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
1,393
shares
|
$71,711
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
1,361
shares
|
$70,064
0.03% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,351
shares
|
$69,549
0.04% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,332
shares
|
$68,571
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
1,292
shares
|
$66,512
0.0% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
1,278
shares
|
$65,791
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$64,349
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
1,237
shares
|
$63,680
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
1,236
shares
|
$63,629
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,215
shares
|
$62,548
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,196
shares
|
$61,570
0.01% of portfolio
|
Q3 2025
Added 52.94%
|
|