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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
13,865
shares
|
$713,770
0.06% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
13,859
shares
|
$713,461
0.71% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,791
shares
|
$709,960
0.08% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
13,769
shares
|
$708,828
0.13% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
13,748
shares
|
$707,747
0.1% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
13,747
shares
|
$707,695
0.14% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
13,705
shares
|
$705,533
0.2% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
13,696
shares
|
$705,070
0.22% of portfolio
|
Q3 2025
Reduced 72.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
13,693
shares
|
$704,915
0.06% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
13,658
shares
|
$703,113
0.01% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Intrinsic Value Partners, LLC
|
Nov 14, 2025 Q3 2025 |
13,637
shares
|
$702,032
0.59% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
13,603
shares
|
$700,282
0.05% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
13,591
shares
|
$699,664
0.07% of portfolio
|
Q3 2025
Added 28.28%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
13,577
shares
|
$698,943
0.4% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
13,567
shares
|
$698,429
0.08% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
13,566
shares
|
$698,377
0.11% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
13,551
shares
|
$697,605
0.04% of portfolio
|
Q3 2022
Added 0.08%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
13,551
shares
|
$697,605
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
13,536
shares
|
$696,833
0.03% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
13,527
shares
|
$696,369
0.05% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
13,514
shares
|
$695,700
0.1% of portfolio
|
Q2 2025
Added 42.04%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
13,512
shares
|
$695,597
0.28% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
13,502
shares
|
$695,082
0.21% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
13,476
shares
|
$693,744
0.25% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
13,420
shares
|
$690,861
0.04% of portfolio
|
Q3 2022
Added 4.01%
|
|