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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
29,363
shares
|
$1.51 Million
0.16% of portfolio
|
Q3 2023
Reduced 23.55%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
29,252
shares
|
$1.51 Million
0.29% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
29,236
shares
|
$1.51 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
29,230
shares
|
$1.5 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
29,226
shares
|
$1.5 Million
1.07% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
29,210
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
29,166
shares
|
$1.5 Million
0.21% of portfolio
|
Q3 2025
Added 53.8%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
29,132
shares
|
$1.5 Million
0.26% of portfolio
|
Q1 2024
Added 4.07%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
29,056
shares
|
$1.5 Million
0.48% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
29,049
shares
|
$1.5 Million
0.24% of portfolio
|
Q2 2022
Added 0.17%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
29,015
shares
|
$1.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 39.92%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
28,999
shares
|
$1.49 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
28,974
shares
|
$1.49 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
28,911
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
28,872
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
28,735
shares
|
$1.48 Million
0.34% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
28,731
shares
|
$1.48 Million
0.6% of portfolio
|
Q4 2022
Added 0.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
28,575
shares
|
$1.47 Million
0.2% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
28,446
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2025
Reduced 0.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
28,430
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
28,388
shares
|
$1.46 Million
0.39% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
28,382
shares
|
$1.46 Million
0.52% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
28,382
shares
|
$1.46 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
28,338
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
28,295
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Added 17.45%
|
|