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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
958
shares
|
$49,317
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
948
shares
|
$48,803
0.02% of portfolio
|
Q3 2025
Added 15.89%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
942
shares
|
$48,494
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
937
shares
|
$48,236
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
914
shares
|
$47,052
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
897
shares
|
$46,177
0.08% of portfolio
|
Q4 2024
Reduced 59.17%
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
897
shares
|
$46,177
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
862
shares
|
$44,375
0.02% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
839
shares
|
$43,191
0.01% of portfolio
|
Q3 2025
Reduced 91.63%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
830
shares
|
$42,728
0.02% of portfolio
|
Q2 2024
Reduced 13.99%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
826
shares
|
$42,522
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
810
shares
|
$41,698
0.01% of portfolio
|
Q3 2025
Reduced 74.35%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
800
shares
|
$41,184
0.01% of portfolio
|
Q4 2025
Added 36.75%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
780
shares
|
$40,154
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
775
shares
|
$39,897
0.02% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
772
shares
|
$39,742
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
767
shares
|
$39,485
0.01% of portfolio
|
Q3 2025
Added 23.51%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
760
shares
|
$39,124
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
760
shares
|
$39,124
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
756
shares
|
$38,918
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
751
shares
|
$38,661
0.02% of portfolio
|
Q1 2022
Reduced 3.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
745
shares
|
$38,352
0.01% of portfolio
|
Q4 2025
Reduced 60.31%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
740
shares
|
$38,095
0.03% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
724
shares
|
$37,271
0.01% of portfolio
|
Q3 2025
Added 187.3%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
719
shares
|
$37,014
0.01% of portfolio
|
Q3 2025
Added 101.4%
|
|