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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
15,062
shares
|
$775,391
0.44% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
15,047
shares
|
$774,619
0.08% of portfolio
|
Q3 2025
Reduced 44.57%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
15,026
shares
|
$773,538
0.75% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
15,010
shares
|
$772,714
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
15,003
shares
|
$772,354
0.12% of portfolio
|
Q4 2025
Added 4.96%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
15,000
shares
|
$772,200
0.52% of portfolio
|
Q2 2022
New holding
|
|
|
Hedges Asset Management LLC
|
Oct 08, 2025 Q3 2025 |
15,000
shares
|
$772,200
0.62% of portfolio
|
Q2 2025
Reduced 37.5%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Nov 12, 2025 Q3 2025 |
15,000
shares
|
$772,200
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$772,200
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
14,980
shares
|
$771,170
0.06% of portfolio
|
Q2 2024
Reduced 23.66%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
14,978
shares
|
$771,067
0.21% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
14,973
shares
|
$770,810
0.09% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
14,933
shares
|
$768,750
0.03% of portfolio
|
Q3 2025
Added 8.41%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
14,922
shares
|
$768,184
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
14,898
shares
|
$766,949
0.09% of portfolio
|
Q3 2025
Reduced 15.76%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
14,838
shares
|
$763,860
0.19% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
14,825
shares
|
$763,191
0.3% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
14,817
shares
|
$762,779
0.16% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
14,811
shares
|
$762,470
0.36% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
14,737
shares
|
$758,660
0.07% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
14,731
shares
|
$758,351
0.09% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
14,698
shares
|
$756,653
0.36% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
14,667
shares
|
$755,057
0.15% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
14,637
shares
|
$753,512
0.09% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
14,600
shares
|
$751,608
0.18% of portfolio
|
Q4 2025
Added 20.99%
|
|