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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
70,275
shares
|
$3.62 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.22%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
69,965
shares
|
$3.6 Million
0.63% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
69,747
shares
|
$3.59 Million
0.08% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
69,648
shares
|
$3.59 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
69,493
shares
|
$3.58 Million
0.8% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
69,467
shares
|
$3.58 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
69,388
shares
|
$3.57 Million
0.56% of portfolio
|
Q3 2025
Reduced 9.11%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
69,016
shares
|
$3.55 Million
0.29% of portfolio
|
Q3 2025
Reduced 34.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
68,703
shares
|
$3.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
68,695
shares
|
$3.54 Million
0.26% of portfolio
|
Q3 2025
Added 19.37%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
68,548
shares
|
$3.53 Million
0.09% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
68,117
shares
|
$3.51 Million
0.73% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
67,963
shares
|
$3.5 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
67,887
shares
|
$3.49 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
67,831
shares
|
$3.49 Million
0.09% of portfolio
|
Q3 2025
Reduced 83.69%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
67,706
shares
|
$3.49 Million
0.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
67,643
shares
|
$3.48 Million
0.14% of portfolio
|
Q3 2025
Added 64.47%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
67,535
shares
|
$3.48 Million
0.84% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
67,508
shares
|
$3.48 Million
1.08% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
67,508
shares
|
$3.48 Million
0.12% of portfolio
|
Q2 2021
Added 21.86%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2025 Q3 2025 |
67,417
shares
|
$3.47 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
67,241
shares
|
$3.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
67,050
shares
|
$3.45 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
67,043
shares
|
$3.45 Million
0.22% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Oct 29, 2025 Q3 2025 |
66,982
shares
|
$3.45 Million
0.03% of portfolio
|
Q3 2025
Reduced 53.16%
|
|