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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
53,323
shares
|
$2.75 Million
0.09% of portfolio
|
Q4 2025
Reduced 4.3%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
53,277
shares
|
$2.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 59.73%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
52,962
shares
|
$2.73 Million
0.29% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
52,909
shares
|
$2.72 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
52,864
shares
|
$2.72 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Hourglass Capital, LLC
|
Nov 10, 2025 Q3 2025 |
52,687
shares
|
$2.71 Million
0.64% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
52,611
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
52,610
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
52,564
shares
|
$2.71 Million
0.12% of portfolio
|
Q3 2023
Reduced 34.11%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
52,548
shares
|
$2.71 Million
0.63% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
52,381
shares
|
$2.7 Million
0.46% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
52,326
shares
|
$2.69 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
52,165
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
52,035
shares
|
$2.68 Million
0.28% of portfolio
|
Q4 2025
Reduced 6.93%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
51,974
shares
|
$2.68 Million
0.27% of portfolio
|
Q3 2025
Reduced 47.33%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
51,870
shares
|
$2.67 Million
0.97% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
51,849
shares
|
$2.67 Million
1.75% of portfolio
|
Q4 2025
Reduced 7.45%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
51,804
shares
|
$2.67 Million
0.44% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
51,743
shares
|
$2.66 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
51,721
shares
|
$2.66 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
51,663
shares
|
$2.66 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
51,521
shares
|
$2.65 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
51,476
shares
|
$2.65 Million
0.03% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
51,323
shares
|
$2.64 Million
1.08% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
51,314
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2025
Added 4.67%
|
|