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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
78,410
shares
|
$4.04 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 16, 2025 Q3 2025 |
78,212
shares
|
$4.03 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
78,101
shares
|
$4.02 Million
2.57% of portfolio
|
Q4 2024
Reduced 87.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
78,063
shares
|
$4.02 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
77,906
shares
|
$4.01 Million
2.83% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
77,814
shares
|
$4.01 Million
0.08% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
77,715
shares
|
$4 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
77,482
shares
|
$3.99 Million
0.85% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
77,256
shares
|
$3.98 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
77,201
shares
|
$3.97 Million
0.2% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
76,883
shares
|
$3.96 Million
0.27% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
76,849
shares
|
$3.96 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
76,848
shares
|
$3.96 Million
0.91% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
76,833
shares
|
$3.96 Million
0.83% of portfolio
|
Q3 2025
Reduced 16.61%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
76,818
shares
|
$3.95 Million
1.13% of portfolio
|
Q4 2025
Added 17.42%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
76,435
shares
|
$3.93 Million
0.45% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
76,368
shares
|
$3.93 Million
0.04% of portfolio
|
Q3 2025
Added 516.07%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
76,179
shares
|
$3.92 Million
0.43% of portfolio
|
Q2 2023
Reduced 50.1%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
75,524
shares
|
$3.89 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
75,496
shares
|
$3.89 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
75,488
shares
|
$3.89 Million
0.25% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
75,482
shares
|
$3.89 Million
0.5% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
75,424
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
75,398
shares
|
$3.88 Million
0.22% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
75,004
shares
|
$3.86 Million
0.23% of portfolio
|
Q3 2025
Added 48.89%
|
|