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 3,498 institutions that hold shares in the stock, with a total of 5.41 Billion shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
272,839
shares
|
$12.6 Million
8.57% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
272,718
shares
|
$12.6 Million
0.58% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
271,795
shares
|
$12.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
271,373
shares
|
$12.5 Million
0.21% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
270,703
shares
|
$12.5 Million
0.31% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
268,650
shares
|
$12.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
268,328
shares
|
$12.4 Million
0.12% of portfolio
|
Q4 2024
Added 24.09%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
268,208
shares
|
$12.4 Million
1.7% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
265,343
shares
|
$12.3 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
265,263
shares
|
$12.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
264,987
shares
|
$12.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
264,573
shares
|
$12.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
262,694
shares
|
$12.1 Million
0.18% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
261,831
shares
|
$12.1 Million
1.19% of portfolio
|
Q4 2024
Added 53.76%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
261,211
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2024
Added 28.68%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
261,167
shares
|
$12.1 Million
1.69% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
260,946
shares
|
$12.1 Million
0.48% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
259,027
shares
|
$12 Million
0.27% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
258,918
shares
|
$12 Million
0.29% of portfolio
|
Q4 2024
Added 34.54%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
258,157
shares
|
$11.9 Million
1.19% of portfolio
|
Q4 2024
Added 650.94%
|
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
256,733
shares
|
$11.9 Million
3.86% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
256,665
shares
|
$11.9 Million
1.66% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
256,373
shares
|
$11.8 Million
3.6% of portfolio
|
Q3 2022
Reduced 1.18%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
254,642
shares
|
$11.8 Million
2.38% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
253,725
shares
|
$11.7 Million
0.85% of portfolio
|
Q4 2024
Reduced 26.8%
|