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 |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
40,850
shares
|
$2.1 Million
0.56% of portfolio
|
Q1 2024
Added 191.79%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
40,720
shares
|
$2.1 Million
0.7% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
40,693
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
40,616
shares
|
$2.09 Million
0.06% of portfolio
|
Q3 2025
Added 36.55%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
40,530
shares
|
$2.09 Million
0.13% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
40,425
shares
|
$2.08 Million
0.96% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
40,412
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
40,369
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2025
Reduced 66.06%
|
|
|
Hikari Power LTD
|
Oct 21, 2025 Q3 2025 |
40,240
shares
|
$2.07 Million
0.17% of portfolio
|
Q2 2023
Reduced 5.18%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
40,029
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Added 46.62%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
40,024
shares
|
$2.06 Million
0.31% of portfolio
|
Q4 2022
Reduced 2.55%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
40,000
shares
|
$2.06 Million
0.77% of portfolio
|
Q3 2017
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
39,993
shares
|
$2.06 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
39,942
shares
|
$2.06 Million
0.53% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
39,933
shares
|
$2.06 Million
0.16% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
39,933
shares
|
$2.06 Million
0.31% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
39,866
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 34.3%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
39,817
shares
|
$2.05 Million
0.08% of portfolio
|
Q3 2022
Added 2.8%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
39,660
shares
|
$2.04 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
39,639
shares
|
$2.04 Million
0.73% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
39,623
shares
|
$2.04 Million
0.34% of portfolio
|
Q3 2025
Reduced 33.7%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
39,564
shares
|
$2.04 Million
0.24% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
39,537
shares
|
$2.04 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
39,376
shares
|
$2.03 Million
1.02% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
39,245
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.82%
|
|