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 |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
55,304
shares
|
$2.85 Million
1.46% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
55,304
shares
|
$2.85 Million
1.68% of portfolio
|
Q3 2025
Added 479.95%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
55,154
shares
|
$2.84 Million
0.27% of portfolio
|
Q4 2025
Added 41.96%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
54,988
shares
|
$2.83 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
54,984
shares
|
$2.83 Million
0.48% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
54,890
shares
|
$2.83 Million
0.18% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
54,860
shares
|
$2.82 Million
0.36% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
54,697
shares
|
$2.82 Million
0.4% of portfolio
|
Q3 2025
Added 156.07%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
54,672
shares
|
$2.81 Million
0.57% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
54,436
shares
|
$2.8 Million
0.21% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
54,277
shares
|
$2.79 Million
0.56% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
54,154
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
54,023
shares
|
$2.78 Million
0.11% of portfolio
|
Q3 2025
Reduced 24.36%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
54,009
shares
|
$2.78 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
54,000
shares
|
$2.78 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
53,928
shares
|
$2.78 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
53,895
shares
|
$2.77 Million
2.28% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
53,884
shares
|
$2.77 Million
0.8% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
53,813
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
53,746
shares
|
$2.77 Million
0.3% of portfolio
|
Q3 2025
Added 64.87%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
53,732
shares
|
$2.77 Million
0.83% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
53,646
shares
|
$2.76 Million
0.48% of portfolio
|
Q3 2025
Added 47.92%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
53,512
shares
|
$2.75 Million
0.84% of portfolio
|
Q3 2025
Added 27.29%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
53,404
shares
|
$2.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Vectors Research Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
53,399
shares
|
$2.75 Million
0.87% of portfolio
|
Q3 2025
Added 113.6%
|
|