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 3,886 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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
120,008
shares
|
$6.18 Million
0.8% of portfolio
|
Q4 2022
Reduced 18.26%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
119,936
shares
|
$6.17 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
119,852
shares
|
$6.17 Million
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
119,500
shares
|
$6.15 Million
2.78% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
119,372
shares
|
$6.15 Million
0.39% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
119,312
shares
|
$6.14 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
119,039
shares
|
$6.13 Million
0.73% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
118,740
shares
|
$6.11 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Close Asset Management LTD
|
Nov 12, 2025 Q3 2025 |
118,584
shares
|
$6.1 Million
0.14% of portfolio
|
Q3 2025
Added 40.2%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
118,573
shares
|
$6.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
118,497
shares
|
$6.1 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
118,458
shares
|
$6.1 Million
0.37% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
117,991
shares
|
$6.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Prospect Hill Management, LLC
|
Nov 07, 2025 Q3 2025 |
117,500
shares
|
$6.05 Million
2.59% of portfolio
|
Q2 2025
Reduced 37.98%
|
|
|
California First Leasing Corp
Newport Beach, CA |
Oct 29, 2025 Q3 2025 |
117,500
shares
|
$6.05 Million
2.31% of portfolio
|
Q4 2021
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
117,042
shares
|
$6.03 Million
0.39% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
116,523
shares
|
$6 Million
0.12% of portfolio
|
Q4 2025
Added 7.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
116,476
shares
|
$6 Million
0.18% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
116,358
shares
|
$5.99 Million
0.45% of portfolio
|
Q4 2025
Added 116.21%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
116,235
shares
|
$5.98 Million
0.52% of portfolio
|
Q3 2025
Added 52.49%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Nov 12, 2025 Q3 2025 |
116,114
shares
|
$5.98 Million
3.21% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2025 Q3 2025 |
116,060
shares
|
$5.97 Million
0.19% of portfolio
|
Q3 2025
Reduced 62.44%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
115,916
shares
|
$5.97 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
115,720
shares
|
$5.96 Million
0.11% of portfolio
|
Q3 2025
Added 237.01%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
115,670
shares
|
$5.95 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.58%
|
|