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 |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
17,594
shares
|
$905,739
0.5% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
17,593
shares
|
$905,687
0.51% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
17,592
shares
|
$905,636
0.26% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
17,589
shares
|
$905,481
0.38% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Spring Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
17,571
shares
|
$904,555
0.44% of portfolio
|
Q4 2025
Reduced 2.41%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
17,568
shares
|
$904,400
0.1% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
17,558
shares
|
$903,885
0.05% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
17,546
shares
|
$903,268
0.09% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
17,490
shares
|
$900,385
0.45% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
17,414
shares
|
$896,472
0.53% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
17,327
shares
|
$891,993
0.07% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
17,320
shares
|
$891,633
0.61% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
17,260
shares
|
$888,544
0.02% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
17,258
shares
|
$888,441
0.17% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
17,216
shares
|
$886,279
1.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
17,209
shares
|
$885,919
0.46% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
17,200
shares
|
$885,456
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
17,178
shares
|
$884,323
0.11% of portfolio
|
Q4 2025
Added 2.84%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
17,136
shares
|
$882,161
0.1% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
17,066
shares
|
$878,557
0.16% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
17,064
shares
|
$878,454
0.15% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
17,055
shares
|
$877,991
0.22% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
17,041
shares
|
$877,270
0.31% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
16,997
shares
|
$875,005
0.49% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
16,990
shares
|
$874,645
0.19% of portfolio
|
Q3 2025
New holding
|
|