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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
14,591
shares
|
$751,144
0.18% of portfolio
|
Q4 2023
Added 0.77%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
14,557
shares
|
$749,394
0.12% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,538
shares
|
$748,416
0.06% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
14,496
shares
|
$746,254
0.03% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
14,495
shares
|
$746,202
0.14% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
14,470
shares
|
$744,915
0.16% of portfolio
|
Q4 2025
Reduced 25.29%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
14,463
shares
|
$744,555
0.07% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
14,441
shares
|
$743,422
0.19% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
14,432
shares
|
$742,959
0.23% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
14,421
shares
|
$742,393
0.21% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
14,411
shares
|
$741,878
0.07% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Nov 25, 2025 Q3 2025 |
14,397
shares
|
$741,157
0.28% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
14,378
shares
|
$740,179
0.68% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
14,350
shares
|
$738,738
0.21% of portfolio
|
Q3 2025
Added 44.95%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
14,348
shares
|
$738,635
0.3% of portfolio
|
Q4 2025
Reduced 0.19%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
14,334
shares
|
$737,914
0.18% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
14,321
shares
|
$737,245
0.57% of portfolio
|
Q4 2025
Added 15.65%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
14,307
shares
|
$736,524
0.04% of portfolio
|
Q3 2025
Added 31.38%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
14,303
shares
|
$736,318
0.39% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
14,292
shares
|
$735,752
0.09% of portfolio
|
Q3 2025
Reduced 88.82%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
14,262
shares
|
$734,207
0.08% of portfolio
|
Q3 2025
Added 31.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
14,240
shares
|
$733,075
0.02% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
14,230
shares
|
$732,560
0.05% of portfolio
|
Q3 2025
New holding
|
|