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 |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
32,456
shares
|
$1.67 Million
0.15% of portfolio
|
Q3 2025
Added 72.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
32,405
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
32,393
shares
|
$1.67 Million
0.68% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
32,365
shares
|
$1.67 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
32,312
shares
|
$1.66 Million
0.78% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
32,298
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
32,284
shares
|
$1.66 Million
0.43% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
32,272
shares
|
$1.66 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
32,147
shares
|
$1.65 Million
0.34% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
32,140
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
32,099
shares
|
$1.65 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
32,012
shares
|
$1.65 Million
0.24% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
31,910
shares
|
$1.64 Million
0.96% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
31,811
shares
|
$1.64 Million
0.18% of portfolio
|
Q4 2025
Added 9.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
31,803
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
31,736
shares
|
$1.63 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
31,729
shares
|
$1.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
31,681
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
31,580
shares
|
$1.63 Million
0.39% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
31,551
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
31,446
shares
|
$1.62 Million
0.48% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,442
shares
|
$1.62 Million
9.05% of portfolio
|
Q3 2025
Reduced 23.48%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 29, 2025 Q3 2025 |
31,408
shares
|
$1.62 Million
0.85% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
31,403
shares
|
$1.62 Million
0.39% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
31,392
shares
|
$1.62 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.26%
|
|