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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
137,980
shares
|
$7.1 Million
0.45% of portfolio
|
Q4 2022
Reduced 3.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
137,598
shares
|
$7.08 Million
0.3% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
137,305
shares
|
$7.07 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
136,609
shares
|
$7.03 Million
0.17% of portfolio
|
Q3 2025
Added 34.73%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
136,525
shares
|
$7.03 Million
0.33% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
134,852
shares
|
$6.94 Million
0.39% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
134,626
shares
|
$6.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
134,549
shares
|
$6.93 Million
1.63% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
132,855
shares
|
$6.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 15.7%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
131,983
shares
|
$6.79 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
131,950
shares
|
$6.79 Million
3.99% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Asset Planning Services Inc
|
Oct 16, 2025 Q3 2025 |
131,890
shares
|
$6.79 Million
2.87% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
131,881
shares
|
$6.79 Million
1.2% of portfolio
|
Q3 2025
Added 40.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
131,573
shares
|
$6.77 Million
0.09% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 06, 2025 Q3 2025 |
131,518
shares
|
$6.77 Million
3.64% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
131,051
shares
|
$6.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.59%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
131,020
shares
|
$6.74 Million
0.42% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
130,737
shares
|
$6.73 Million
0.59% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
130,291
shares
|
$6.71 Million
1.32% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
130,036
shares
|
$6.69 Million
0.11% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
129,836
shares
|
$6.68 Million
0.72% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
129,345
shares
|
$6.66 Million
1.68% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
129,189
shares
|
$6.65 Million
0.17% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
129,092
shares
|
$6.65 Million
0.25% of portfolio
|
Q3 2025
Added 21.14%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
128,916
shares
|
$6.64 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.62%
|
|