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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
45,236
shares
|
$2.33 Million
0.09% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
45,220
shares
|
$2.33 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
45,214
shares
|
$2.33 Million
1.08% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
45,139
shares
|
$2.32 Million
1.63% of portfolio
|
Q4 2023
Reduced 15.61%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
45,119
shares
|
$2.32 Million
0.3% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
45,047
shares
|
$2.32 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
45,000
shares
|
$2.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 58.59%
|
|
|
Kempner Capital Management Inc.
|
Jan 12, 2026 Q4 2025 |
44,962
shares
|
$2.31 Million
2.4% of portfolio
|
Q4 2025
Reduced 30.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
44,738
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
44,660
shares
|
$2.3 Million
0.51% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
44,600
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
44,593
shares
|
$2.3 Million
0.35% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
44,557
shares
|
$2.29 Million
0.06% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
44,491
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2022
Added 2.06%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
44,405
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
44,272
shares
|
$2.28 Million
0.32% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
44,232
shares
|
$2.28 Million
0.17% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
44,229
shares
|
$2.28 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
44,224
shares
|
$2.28 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
44,044
shares
|
$2.27 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
43,946
shares
|
$2.26 Million
0.21% of portfolio
|
Q3 2025
Added 9.98%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
43,939
shares
|
$2.26 Million
0.34% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
43,920
shares
|
$2.26 Million
0.06% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
43,761
shares
|
$2.25 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
43,713
shares
|
$2.25 Million
0.86% of portfolio
|
Q3 2025
Added 1.13%
|
|