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 |
|---|---|---|---|---|---|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
60,420
shares
|
$3.11 Million
1.45% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Family Legacy, Inc.
|
Nov 12, 2025 Q3 2025 |
60,349
shares
|
$3.11 Million
0.97% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
60,279
shares
|
$3.1 Million
0.32% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Agp Franklin, LLC
Franklin, TN |
Nov 03, 2025 Q3 2025 |
60,198
shares
|
$3.1 Million
1.51% of portfolio
|
Q3 2025
Added 46.74%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
60,061
shares
|
$3.09 Million
0.1% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
59,693
shares
|
$3.07 Million
0.26% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
59,662
shares
|
$3.07 Million
2.02% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
59,455
shares
|
$3.06 Million
0.75% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
59,316
shares
|
$3.05 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
59,239
shares
|
$3.05 Million
0.22% of portfolio
|
Q2 2022
Reduced 5.32%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
59,135
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
58,731
shares
|
$3.02 Million
0.2% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
58,619
shares
|
$3.02 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
58,510
shares
|
$3.01 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
58,308
shares
|
$3 Million
0.12% of portfolio
|
Q3 2025
Added 54.59%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
58,211
shares
|
$3 Million
0.11% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
58,211
shares
|
$3 Million
0.41% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
London & Capital Asset Management LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
58,181
shares
|
$3 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
57,865
shares
|
$2.98 Million
0.16% of portfolio
|
Q3 2022
Reduced 8.82%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
57,831
shares
|
$2.98 Million
0.5% of portfolio
|
Q4 2024
Reduced 47.35%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
57,809
shares
|
$2.98 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
57,748
shares
|
$2.97 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
57,673
shares
|
$2.97 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
57,589
shares
|
$2.96 Million
0.16% of portfolio
|
Q3 2025
Added 143.17%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
57,560
shares
|
$2.96 Million
0.13% of portfolio
|
Q3 2025
Added 1.46%
|
|