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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
30,257
shares
|
$1.56 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
30,255
shares
|
$1.56 Million
0.39% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
30,229
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Added 100.72%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
30,198
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30,191
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
30,184
shares
|
$1.55 Million
0.23% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
30,181
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 382.05%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
30,166
shares
|
$1.55 Million
0.18% of portfolio
|
Q3 2025
Added 128.25%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
30,130
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2025
Added 48.26%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
30,084
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,083
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
30,080
shares
|
$1.55 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
30,041
shares
|
$1.55 Million
0.62% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 12, 2026 Q4 2025 |
30,009
shares
|
$1.54 Million
0.4% of portfolio
|
Q1 2025
Added 17.59%
|
|
|
Odey Asset Management Group LTD
London, X0 |
May 15, 2023 Q1 2023 |
30,000
shares
|
$1.54 Million
0.28% of portfolio
|
Q1 2023
Reduced 40.0%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
29,932
shares
|
$1.54 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
29,898
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
29,897
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2025
Added 5.48%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
29,843
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
29,695
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
29,676
shares
|
$1.53 Million
0.16% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
29,600
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2022
Added 35.16%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
29,594
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2022
Reduced 1.51%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
29,562
shares
|
$1.52 Million
1.27% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
29,518
shares
|
$1.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.63%
|
|