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 |
|---|---|---|---|---|---|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
22,862
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
22,826
shares
|
$1.18 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
22,803
shares
|
$1.17 Million
0.47% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
22,782
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 30.59%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
22,743
shares
|
$1.17 Million
0.19% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
22,743
shares
|
$1.17 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
22,686
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
22,682
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
22,648
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
22,641
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2025
Reduced 42.83%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
22,639
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
22,556
shares
|
$1.16 Million
0.23% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
22,476
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
22,396
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
22,372
shares
|
$1.15 Million
0.15% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
22,155
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
22,136
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
22,135
shares
|
$1.14 Million
0.35% of portfolio
|
Q3 2023
Added 0.0%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
22,111
shares
|
$1.14 Million
0.39% of portfolio
|
Q3 2025
Added 10.95%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
22,086
shares
|
$1.14 Million
0.45% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
22,071
shares
|
$1.14 Million
0.23% of portfolio
|
Q4 2025
Added 780.02%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
22,059
shares
|
$1.14 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
21,971
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
21,969
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
21,932
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2025
Added 229.95%
|
|