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 |
|---|---|---|---|---|---|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
14,230
shares
|
$732,560
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
14,206
shares
|
$731,324
0.22% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
14,183
shares
|
$730,140
0.09% of portfolio
|
Q1 2024
Added 52.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
14,167
shares
|
$729,317
0.21% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
14,105
shares
|
$726,125
0.26% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
14,096
shares
|
$725,662
0.23% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
14,091
shares
|
$725,404
0.08% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
14,081
shares
|
$724,889
0.31% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
14,057
shares
|
$723,654
0.15% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
14,049
shares
|
$723,242
0.06% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
14,029
shares
|
$722,212
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Oct 29, 2025 Q3 2025 |
14,020
shares
|
$721,749
0.39% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
13,998
shares
|
$720,617
0.03% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
13,992
shares
|
$720,308
0.44% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
13,986
shares
|
$719,999
0.3% of portfolio
|
Q4 2025
Added 1.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
13,982
shares
|
$719,793
0.02% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
13,977
shares
|
$719,535
0.18% of portfolio
|
Q3 2025
Reduced 11.06%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
13,967
shares
|
$719,021
0.25% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
13,949
shares
|
$718,094
0.38% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
13,935
shares
|
$717,373
0.58% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
13,923
shares
|
$716,756
0.05% of portfolio
|
Q4 2025
Added 0.45%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
13,916
shares
|
$716,395
0.36% of portfolio
|
Q4 2025
Reduced 13.39%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
13,882
shares
|
$714,645
0.02% of portfolio
|
Q3 2025
Reduced 11.31%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
13,879
shares
|
$714,490
0.09% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
13,865
shares
|
$713,770
0.06% of portfolio
|
Q3 2025
Reduced 3.34%
|
|