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 |
|---|---|---|---|---|---|
|
Potomac Capital Management, Inc.
|
Feb 14, 2024 Q4 2023 |
25,244
shares
|
$1.3 Million
1.5% of portfolio
|
Q2 2023
Reduced 6.78%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
25,242
shares
|
$1.3 Million
0.22% of portfolio
|
Q3 2025
Added 42.9%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
25,193
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
25,186
shares
|
$1.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 27.76%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
25,163
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
25,107
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2025
Added 71.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
25,091
shares
|
$1.29 Million
0.2% of portfolio
|
Q2 2022
Reduced 9.25%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
25,073
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
25,037
shares
|
$1.29 Million
0.14% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
25,034
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
25,025
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2025
Added 36.69%
|
|
|
Tegean Capital Management, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
25,000
shares
|
$1.29 Million
0.84% of portfolio
|
Q3 2023
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
24,976
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 22.78%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
24,905
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
24,894
shares
|
$1.28 Million
0.29% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
24,880
shares
|
$1.28 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
Nov 13, 2025 Q3 2025 |
24,869
shares
|
$1.28 Million
1.79% of portfolio
|
Q3 2025
New holding
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
24,855
shares
|
$1.28 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
24,850
shares
|
$1.28 Million
0.27% of portfolio
|
Q4 2023
Reduced 3.87%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
24,829
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2025
Reduced 49.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
24,827
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
24,792
shares
|
$1.28 Million
0.14% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
24,718
shares
|
$1.27 Million
0.95% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
24,664
shares
|
$1.27 Million
0.39% of portfolio
|
Q3 2025
Reduced 18.9%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
24,648
shares
|
$1.27 Million
0.54% of portfolio
|
Q2 2025
Added 1.03%
|
|