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 3,880 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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
331,846
shares
|
$17.1 Million
1.38% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
331,424
shares
|
$17.1 Million
0.37% of portfolio
|
Q3 2023
Added 12.9%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
331,300
shares
|
$17.1 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
331,105
shares
|
$17 Million
0.23% of portfolio
|
Q3 2025
Added 335.08%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
330,013
shares
|
$17 Million
8.46% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
329,096
shares
|
$16.9 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Pb Investment Partners, L.P.
Burlingame, CA |
Nov 12, 2025 Q3 2025 |
327,081
shares
|
$16.8 Million
12.83% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
326,178
shares
|
$16.8 Million
1.05% of portfolio
|
Q3 2023
Reduced 0.68%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
323,356
shares
|
$16.6 Million
1.69% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
322,268
shares
|
$16.6 Million
5.71% of portfolio
|
Q3 2025
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
321,733
shares
|
$16.6 Million
0.98% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Stanley Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
321,642
shares
|
$16.6 Million
3.01% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
321,109
shares
|
$16.5 Million
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
320,536
shares
|
$16.5 Million
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
319,091
shares
|
$16.4 Million
2.66% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
318,698
shares
|
$16.4 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
317,607
shares
|
$16.4 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
317,431
shares
|
$16.3 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
316,424
shares
|
$16.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
314,515
shares
|
$16.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
313,846
shares
|
$16.2 Million
0.73% of portfolio
|
Q3 2025
Added 86.43%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
312,996
shares
|
$16.1 Million
0.82% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
310,151
shares
|
$16 Million
0.71% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
310,038
shares
|
$16 Million
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
306,028
shares
|
$15.8 Million
0.57% of portfolio
|
Q3 2025
Added 17.25%
|
|