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 3,881 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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
220,475
shares
|
$11.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
217,187
shares
|
$11.2 Million
0.16% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
216,938
shares
|
$11.2 Million
0.5% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
216,418
shares
|
$11.1 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2025 Q3 2025 |
216,409
shares
|
$11.1 Million
1.35% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 14, 2025 Q3 2025 |
215,093
shares
|
$11.1 Million
1.07% of portfolio
|
Q3 2025
Added 21.31%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
214,906
shares
|
$11.1 Million
0.42% of portfolio
|
Q2 2025
Reduced 22.4%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
212,183
shares
|
$10.9 Million
1.58% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
210,831
shares
|
$10.9 Million
3.45% of portfolio
|
Q3 2025
Added 31.61%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
210,199
shares
|
$10.8 Million
0.21% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
210,075
shares
|
$10.8 Million
3.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
208,332
shares
|
$10.7 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
207,406
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
206,728
shares
|
$10.6 Million
0.71% of portfolio
|
Q3 2025
Added 111.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
206,703
shares
|
$10.6 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
206,240
shares
|
$10.6 Million
0.7% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
206,045
shares
|
$10.6 Million
1.91% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
205,654
shares
|
$10.6 Million
0.11% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
204,442
shares
|
$10.5 Million
0.25% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
204,420
shares
|
$10.5 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
203,926
shares
|
$10.5 Million
0.18% of portfolio
|
Q1 2024
Added 163.07%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
203,141
shares
|
$10.5 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
202,987
shares
|
$10.4 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
202,987
shares
|
$10.4 Million
0.42% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
202,095
shares
|
$10.4 Million
1.18% of portfolio
|
Q3 2025
Reduced 0.61%
|
|