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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
15,367
shares
|
$791,093
0.24% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
15,353
shares
|
$790,372
0.44% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
15,339
shares
|
$789,651
0.08% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
15,326
shares
|
$788,982
0.11% of portfolio
|
Q3 2025
Reduced 39.02%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
15,317
shares
|
$788,519
0.35% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
15,276
shares
|
$786,408
0.21% of portfolio
|
Q4 2025
Added 20.89%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
15,264
shares
|
$785,790
0.6% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
15,257
shares
|
$785,430
1.28% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,250
shares
|
$785,070
0.19% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
15,232
shares
|
$784,143
0.49% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
15,217
shares
|
$783,371
0.24% of portfolio
|
Q3 2025
Added 18.73%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
15,207
shares
|
$782,856
0.18% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
15,197
shares
|
$782,341
0.41% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
15,164
shares
|
$780,642
0.11% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
15,162
shares
|
$780,539
0.02% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
15,159
shares
|
$780,385
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,157
shares
|
$780,282
0.07% of portfolio
|
Q2 2023
Reduced 5.66%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
15,147
shares
|
$779,767
0.16% of portfolio
|
Q1 2024
Reduced 95.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
15,128
shares
|
$778,789
0.11% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
15,124
shares
|
$778,583
0.06% of portfolio
|
Q3 2025
Added 121.63%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
15,121
shares
|
$778,429
0.23% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
15,111
shares
|
$777,914
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|