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 3,889 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 |
|---|---|---|---|---|---|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
87,230
shares
|
$4.49 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
87,062
shares
|
$4.48 Million
1.03% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
87,019
shares
|
$4.48 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
86,878
shares
|
$4.47 Million
0.17% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
86,693
shares
|
$4.46 Million
0.25% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
86,582
shares
|
$4.46 Million
0.51% of portfolio
|
Q2 2020
Reduced 8.94%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
86,002
shares
|
$4.43 Million
0.29% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
85,877
shares
|
$4.42 Million
1.02% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
85,383
shares
|
$4.4 Million
0.89% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
85,025
shares
|
$4.38 Million
1.44% of portfolio
|
Q2 2024
Added 3.69%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 23, 2025 Q3 2025 |
85,014
shares
|
$4.38 Million
2.65% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
85,001
shares
|
$4.38 Million
0.16% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
84,946
shares
|
$4.37 Million
0.73% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
84,485
shares
|
$4.35 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.71%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
84,434
shares
|
$4.35 Million
0.19% of portfolio
|
Q3 2025
Reduced 66.01%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
83,905
shares
|
$4.32 Million
0.51% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
83,811
shares
|
$4.31 Million
2.11% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
83,807
shares
|
$4.31 Million
0.09% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
83,786
shares
|
$4.31 Million
1.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
83,760
shares
|
$4.31 Million
1.77% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
83,657
shares
|
$4.31 Million
1.35% of portfolio
|
Q4 2023
Reduced 60.94%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
83,614
shares
|
$4.3 Million
2.93% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
83,599
shares
|
$4.3 Million
0.98% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
83,549
shares
|
$4.3 Million
0.29% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
83,410
shares
|
$4.29 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.24%
|
|