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 |
|---|---|---|---|---|---|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
51,283
shares
|
$2.64 Million
0.48% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
51,278
shares
|
$2.64 Million
0.08% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
51,200
shares
|
$2.64 Million
1.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
51,173
shares
|
$2.63 Million
0.71% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
51,140
shares
|
$2.63 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
51,015
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 33.27%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
51,000
shares
|
$2.63 Million
0.29% of portfolio
|
Q3 2025
Added 34.21%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
50,989
shares
|
$2.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
50,985
shares
|
$2.62 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
50,910
shares
|
$2.62 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
50,862
shares
|
$2.62 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
50,780
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
50,746
shares
|
$2.61 Million
0.31% of portfolio
|
Q3 2025
Added 52.15%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
50,693
shares
|
$2.61 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
50,546
shares
|
$2.6 Million
0.51% of portfolio
|
Q3 2025
Added 90.39%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
50,535
shares
|
$2.6 Million
0.9% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
50,500
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
50,469
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
50,109
shares
|
$2.58 Million
0.3% of portfolio
|
Q2 2023
Added 2.74%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
50,097
shares
|
$2.58 Million
0.58% of portfolio
|
Q4 2025
Added 2.74%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
50,006
shares
|
$2.57 Million
0.95% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$2.57 Million
1.36% of portfolio
|
Q2 2024
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
50,000
shares
|
$2.57 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Investments LLC
Denver, CO |
May 15, 2024 Q1 2024 |
50,000
shares
|
$2.57 Million
1.4% of portfolio
|
Q4 2023
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
49,893
shares
|
$2.57 Million
1.16% of portfolio
|
Q3 2025
Reduced 14.62%
|
|