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 |
|---|---|---|---|---|---|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
101,342
shares
|
$5.22 Million
0.46% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
101,153
shares
|
$5.21 Million
1.54% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
100,993
shares
|
$5.2 Million
0.87% of portfolio
|
Q4 2022
Added 21.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
100,666
shares
|
$5.18 Million
0.11% of portfolio
|
Q2 2025
Reduced 62.38%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
100,096
shares
|
$5.15 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Nov 04, 2025 Q3 2025 |
99,767
shares
|
$5.14 Million
2.82% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
99,548
shares
|
$5.12 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
99,450
shares
|
$5.12 Million
0.85% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
99,122
shares
|
$5.1 Million
0.18% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
99,050
shares
|
$5.1 Million
0.9% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
98,709
shares
|
$5.08 Million
0.56% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
98,615
shares
|
$5.08 Million
0.27% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
98,314
shares
|
$5.06 Million
0.17% of portfolio
|
Q4 2025
Reduced 8.67%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
97,751
shares
|
$5.03 Million
0.07% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Morangie Management LLC
New York, NY |
Oct 03, 2025 Q3 2025 |
97,650
shares
|
$5.03 Million
4.34% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
97,303
shares
|
$5.01 Million
2.19% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
97,172
shares
|
$5 Million
0.45% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Community Bank Of Raymore
|
Oct 14, 2025 Q3 2025 |
96,728
shares
|
$4.98 Million
3.52% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
96,544
shares
|
$4.97 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
96,079
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
96,050
shares
|
$4.94 Million
1.46% of portfolio
|
Q3 2025
New holding
|
|
|
Game Creek Capital, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
96,000
shares
|
$4.94 Million
1.87% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
95,982
shares
|
$4.94 Million
0.74% of portfolio
|
Q1 2023
Added 0.71%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
95,879
shares
|
$4.94 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
95,502
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2022
New holding
|
|