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 |
|---|---|---|---|---|---|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
19,617
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2025
Added 40.53%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,606
shares
|
$1.01 Million
0.05% of portfolio
|
Q4 2022
Reduced 15.15%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
19,598
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
19,596
shares
|
$1.01 Million
0.4% of portfolio
|
Q4 2025
Added 12.05%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
19,547
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2025
Added 19.47%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
19,513
shares
|
$1 Million
0.39% of portfolio
|
Q4 2025
Reduced 2.72%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
19,508
shares
|
$1 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
19,500
shares
|
$1 Million
0.53% of portfolio
|
Q4 2022
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
19,498
shares
|
$1 Million
0.13% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
19,495
shares
|
$1 Million
0.12% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
19,486
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
19,440
shares
|
$1 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
19,435
shares
|
$1 Million
0.24% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
19,431
shares
|
$1 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
19,424
shares
|
$999,947
0.05% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
19,411
shares
|
$999,278
0.09% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 12, 2025 Q3 2025 |
19,392
shares
|
$998,300
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
19,382
shares
|
$997,785
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
19,358
shares
|
$996,549
0.5% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
19,226
shares
|
$989,754
0.05% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
19,212
shares
|
$989,033
0.21% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
19,199
shares
|
$988,364
0.23% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
19,199
shares
|
$988,364
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,197
shares
|
$988,261
0.05% of portfolio
|
Q3 2025
Added 40.47%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
19,183
shares
|
$987,540
0.13% of portfolio
|
Q4 2025
Added 15.66%
|
|