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 |
|---|---|---|---|---|---|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
21,926
shares
|
$1.13 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Capricorn Fund Managers LTD
London, X0 |
Oct 17, 2025 Q3 2025 |
21,920
shares
|
$1.13 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
21,898
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2025
Added 58.84%
|
|
|
Citadel Investment Advisory, Inc.
|
Oct 21, 2025 Q3 2025 |
21,895
shares
|
$1.13 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
21,884
shares
|
$1.13 Million
1.24% of portfolio
|
Q2 2022
Added 121.83%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
21,876
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
21,873
shares
|
$1.13 Million
0.1% of portfolio
|
Q3 2024
Added 31.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
21,826
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
21,824
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
21,755
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
21,689
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2025
Added 10.83%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
21,601
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
21,557
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2025
Reduced 82.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
21,551
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
21,506
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 05, 2025 Q3 2025 |
21,440
shares
|
$1.1 Million
0.35% of portfolio
|
Q4 2019
New holding
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
21,427
shares
|
$1.1 Million
1.19% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
21,413
shares
|
$1.1 Million
0.85% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
21,399
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2025
Added 39.01%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
21,376
shares
|
$1.1 Million
0.64% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
21,373
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2025
Reduced 11.84%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jan 12, 2026 Q4 2025 |
21,339
shares
|
$1.1 Million
0.39% of portfolio
|
Q4 2025
Reduced 1.08%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
21,310
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2025
Reduced 44.31%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
21,213
shares
|
$1.09 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
21,143
shares
|
$1.09 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.27%
|
|