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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
15,799
shares
|
$813,332
0.21% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,760
shares
|
$811,324
0.17% of portfolio
|
Q3 2025
Added 29.43%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
15,760
shares
|
$811,324
0.03% of portfolio
|
Q3 2025
Added 18.5%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
15,746
shares
|
$810,604
0.05% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
15,721
shares
|
$809,317
0.28% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
15,712
shares
|
$808,853
0.14% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
15,703
shares
|
$808,390
0.35% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
15,692
shares
|
$807,824
0.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
15,654
shares
|
$805,867
0.14% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
15,642
shares
|
$805,250
0.13% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
15,638
shares
|
$805,044
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
15,608
shares
|
$803,499
0.14% of portfolio
|
Q2 2022
Added 16.73%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
15,599
shares
|
$803,036
0.35% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
15,578
shares
|
$801,955
0.23% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
15,543
shares
|
$800,153
0.21% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
15,532
shares
|
$799,587
0.26% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
15,531
shares
|
$799,535
0.08% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
15,487
shares
|
$797,270
0.38% of portfolio
|
Q3 2025
Added 16.14%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
15,485
shares
|
$797,167
0.08% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,477
shares
|
$796,755
0.1% of portfolio
|
Q3 2025
Added 88.15%
|
|
|
Humankind Investments LLC
|
Nov 14, 2025 Q3 2025 |
15,455
shares
|
$795,623
0.19% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
15,437
shares
|
$794,696
0.05% of portfolio
|
Q3 2025
Added 28.44%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,393
shares
|
$792,431
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
15,375
shares
|
$791,505
0.64% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
15,374
shares
|
$791,453
0.02% of portfolio
|
Q3 2021
Reduced 9.12%
|
|