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 |
|---|---|---|---|---|---|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
19,171
shares
|
$986,923
0.51% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
19,153
shares
|
$985,996
0.63% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,138
shares
|
$985,224
0.17% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
19,119
shares
|
$984,246
0.26% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
19,059
shares
|
$981,157
0.17% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
19,031
shares
|
$979,715
0.56% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
19,018
shares
|
$979,046
0.31% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
19,000
shares
|
$978,119
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
18,991
shares
|
$977,656
0.04% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 04, 2025 Q3 2025 |
18,948
shares
|
$975,443
0.18% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
18,947
shares
|
$975,391
0.18% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
18,934
shares
|
$974,722
0.41% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
18,858
shares
|
$970,809
0.05% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
18,804
shares
|
$968,029
0.64% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
18,748
shares
|
$965,147
0.05% of portfolio
|
Q4 2023
Added 53.36%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
18,730
shares
|
$964,220
0.23% of portfolio
|
Q3 2025
Added 23.27%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
18,730
shares
|
$964,220
0.22% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
18,719
shares
|
$963,654
0.21% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
18,715
shares
|
$963,448
0.38% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
18,706
shares
|
$962,984
0.13% of portfolio
|
Q3 2022
Added 2.96%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
18,697
shares
|
$962,521
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
18,689
shares
|
$962,109
0.26% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
18,648
shares
|
$959,999
0.09% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
18,645
shares
|
$959,844
0.18% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,623
shares
|
$958,712
0.05% of portfolio
|
Q3 2025
Added 2.02%
|
|