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 3,884 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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
158,585
shares
|
$8.16 Million
0.27% of portfolio
|
Q3 2025
Added 71.93%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
158,027
shares
|
$8.14 Million
0.29% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
157,577
shares
|
$8.11 Million
0.18% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
156,949
shares
|
$8.08 Million
0.26% of portfolio
|
Q3 2025
Added 12.99%
|
|
|
Socorro Asset Management LP
Dallas, TX |
Nov 14, 2025 Q3 2025 |
156,403
shares
|
$8.05 Million
3.33% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
155,960
shares
|
$8.03 Million
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
155,090
shares
|
$7.98 Million
2.74% of portfolio
|
Q2 2022
Reduced 5.74%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
155,065
shares
|
$7.98 Million
3.12% of portfolio
|
Q3 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
154,138
shares
|
$7.94 Million
0.63% of portfolio
|
Q3 2025
Added 1135.67%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
153,351
shares
|
$7.89 Million
1.36% of portfolio
|
Q4 2022
Added 8.33%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
152,929
shares
|
$7.87 Million
0.68% of portfolio
|
Q3 2022
Reduced 17.79%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 12, 2025 Q3 2025 |
152,051
shares
|
$7.83 Million
1.27% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
151,551
shares
|
$7.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
150,800
shares
|
$7.76 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
150,062
shares
|
$7.73 Million
0.45% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
149,863
shares
|
$7.71 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
149,650
shares
|
$7.7 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
149,478
shares
|
$7.7 Million
5.14% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
149,307
shares
|
$7.69 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
148,862
shares
|
$7.66 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
Nov 13, 2025 Q3 2025 |
148,637
shares
|
$7.65 Million
1.52% of portfolio
|
Q3 2025
Added 43.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
148,566
shares
|
$7.65 Million
0.1% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
148,531
shares
|
$7.65 Million
0.13% of portfolio
|
Q3 2025
Added 18.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
148,118
shares
|
$7.63 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
147,914
shares
|
$7.61 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.75%
|
|