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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
49,810
shares
|
$2.56 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
49,709
shares
|
$2.56 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
49,708
shares
|
$2.56 Million
0.05% of portfolio
|
Q3 2025
Reduced 73.55%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
49,666
shares
|
$2.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
49,586
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
49,525
shares
|
$2.55 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
49,512
shares
|
$2.55 Million
0.27% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
49,482
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.28%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
49,479
shares
|
$2.55 Million
0.44% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
49,464
shares
|
$2.55 Million
1.03% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
49,399
shares
|
$2.54 Million
0.3% of portfolio
|
Q3 2025
Added 149.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
49,326
shares
|
$2.54 Million
0.13% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
49,300
shares
|
$2.54 Million
0.02% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
49,047
shares
|
$2.52 Million
0.26% of portfolio
|
Q2 2024
Added 74.06%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
49,044
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2025
Reduced 75.85%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
48,427
shares
|
$2.49 Million
1.26% of portfolio
|
Q3 2025
Added 357.07%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
48,233
shares
|
$2.48 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
48,137
shares
|
$2.48 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
48,105
shares
|
$2.48 Million
0.38% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
48,065
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2025
Added 22.88%
|
|
|
Hms Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
48,051
shares
|
$2.47 Million
0.99% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
47,886
shares
|
$2.47 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
47,871
shares
|
$2.46 Million
0.34% of portfolio
|
Q1 2023
Added 64.53%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
47,729
shares
|
$2.46 Million
1.36% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Nov 13, 2025 Q3 2025 |
47,664
shares
|
$2.45 Million
1.19% of portfolio
|
Q3 2025
Reduced 2.05%
|
|