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 |
|---|---|---|---|---|---|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
39,229
shares
|
$2.02 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
39,191
shares
|
$2.02 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
39,147
shares
|
$2.02 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Nov 03, 2025 Q3 2025 |
39,000
shares
|
$2.01 Million
1.07% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
38,993
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
38,984
shares
|
$2.01 Million
0.62% of portfolio
|
Q4 2025
Reduced 1.84%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
38,970
shares
|
$2.01 Million
0.7% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
38,867
shares
|
$2 Million
0.25% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
38,787
shares
|
$2 Million
0.37% of portfolio
|
Q4 2025
Added 3.68%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
38,713
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Added 233.16%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
38,705
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
38,474
shares
|
$1.98 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
38,472
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
38,448
shares
|
$1.98 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
38,445
shares
|
$1.98 Million
0.23% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
38,428
shares
|
$1.98 Million
0.2% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
38,416
shares
|
$1.98 Million
0.14% of portfolio
|
Q4 2025
Reduced 6.24%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
38,384
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
38,252
shares
|
$1.97 Million
0.23% of portfolio
|
Q2 2023
Reduced 2.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
38,182
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2025
Added 52.11%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
38,156
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2025
Added 50.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
38,127
shares
|
$1.96 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
38,086
shares
|
$1.96 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
38,029
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
37,984
shares
|
$1.96 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.77%
|
|