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 |
|---|---|---|---|---|---|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
83,042
shares
|
$4.28 Million
0.69% of portfolio
|
Q3 2022
Reduced 20.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
83,038
shares
|
$4.27 Million
0.12% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
82,691
shares
|
$4.26 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Vernon Associates Inc
|
Oct 24, 2025 Q3 2025 |
82,419
shares
|
$4.24 Million
2.97% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
82,418
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
82,188
shares
|
$4.23 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
82,143
shares
|
$4.23 Million
1.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
82,100
shares
|
$4.23 Million
0.27% of portfolio
|
Q3 2025
Reduced 12.26%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
81,488
shares
|
$4.2 Million
1.91% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
81,476
shares
|
$4.19 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
81,078
shares
|
$4.17 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
80,929
shares
|
$4.17 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
80,651
shares
|
$4.15 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
80,634
shares
|
$4.15 Million
1.43% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
80,526
shares
|
$4.15 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
80,293
shares
|
$4.13 Million
0.49% of portfolio
|
Q3 2023
Reduced 30.62%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
80,011
shares
|
$4.12 Million
0.58% of portfolio
|
Q4 2025
Added 112.54%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
79,985
shares
|
$4.12 Million
2.33% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
79,715
shares
|
$4.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
79,688
shares
|
$4.1 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.63%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
79,530
shares
|
$4.09 Million
0.83% of portfolio
|
Q4 2025
Reduced 4.16%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
79,271
shares
|
$4.08 Million
0.14% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
78,852
shares
|
$4.06 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
78,845
shares
|
$4.06 Million
0.08% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
78,732
shares
|
$4.05 Million
0.49% of portfolio
|
Q4 2025
Added 1355.57%
|
|