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Bank of America (BAC) Institutional Ownership

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$45.44 -0.13 (-0.27%)
Closing price 03:59 PM Eastern
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$45.44 +0.01 (+0.02%)
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Institutional Ownership Changes (13F Filings) for Bank of America (NYSE:BAC)

Current
Institutional Ownership
Percentage
70.71%
Number of
Institutional Buyers
(last 12 months)
2061
Total
Institutional Inflows
(last 12 months)
$22.23B
Number of
Institutional Sellers
(last 12 months)
1769
Total
Institutional Outflows
(last 12 months)
$28.02B
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BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Modera Wealth Management LLC85,269$4.04M0.0%+4.0%0.001%
8/6/2025Middleton & Co. Inc. MA7,524$356K0.0%-3.2%0.000%
8/6/2025OneAscent Family Office LLC9,109$431K0.4%-49.9%0.000%
8/6/2025Twin Capital Management Inc.44,860$2.12M0.2%+79.9%0.001%
8/6/2025Soltis Investment Advisors LLC22,940$1.09M0.1%+14.1%0.000%
8/6/2025Souders Financial Advisors22,616$1.07M0.1%-17.5%0.000%
8/6/2025Washington Trust Bank49,547$2.35M0.2%-11.4%0.001%
8/6/2025Achmea Investment Management B.V.645,806$30.56M0.4%+4.1%0.009%
8/6/2025Golden State Wealth Management LLC25,037$1.19M0.1%+3.1%0.000%
8/6/2025SouthState Corp244,292$11.56M0.5%+4.9%0.003%
8/6/2025Andra AP fonden42,000$1.99M0.0%+517.6%0.001%
8/6/2025Black Swift Group LLC9,250$438K0.1%-3.0%0.000%
8/6/2025DDFG Inc7,800$369K0.1%-4.7%0.000%
8/6/2025Summit Wealth Group LLC4,583$217K0.1%N/A0.000%
8/6/2025Ethos Financial Group LLC23,150$1.10M0.1%-52.4%0.000%
8/6/2025Centerpoint Advisory Group9,208$436K0.4%+7.4%0.000%
8/6/2025Sound Shore Management Inc CT 2,100,071$99.38M3.4%N/A0.028%
8/6/2025Resona Asset Management Co. Ltd.2,459,797$116.33M0.6%+11.4%0.033%
8/6/2025Atlantic Union Bankshares Corp183,707$8.69M0.2%-39.7%0.002%
8/6/2025Asahi Life Asset Management CO. LTD.20,630$976K0.6%+4.8%0.000%
8/6/2025SP Asset Management LLC382,257$18.09M1.5%-0.5%0.005%
8/6/2025Cornercap Investment Counsel Inc.33,855$1.60M0.8%-2.4%0.000%
8/6/2025Phocas Financial Corp.4,640$220K0.0%N/A0.000%
8/6/2025Convergence Financial LLC5,273$249K0.0%-7.2%0.000%
8/6/2025First Horizon Advisors Inc.44,557$2.11M0.1%+1.2%0.001%
8/6/2025New Millennium Group LLC11,631$550K0.3%-9.9%0.000%
8/6/2025Csenge Advisory Group42,042$1.86M0.1%+12.4%0.001%
8/6/2025Financial Alternatives Inc4,415$209K0.1%N/A0.000%
8/6/2025ORBA Wealth Advisors L.L.C.7,049$334K0.3%N/A0.000%
8/6/2025Trillium Asset Management LLC879,615$41.62M1.1%-2.2%0.012%
8/6/2025Moors & Cabot Inc.124,036$5.87M0.3%-3.0%0.002%
8/6/2025TKG Advisors LLC25,025$1.18M0.5%-51.2%0.000%
8/6/2025Simmons Bank233,767$11.06M0.8%-1.4%0.003%
8/5/2025Fourth Dimension Wealth LLC4,263$202K0.1%+35.9%0.000%
8/5/2025GPS Wealth Strategies Group LLC2,743$130K0.0%-30.7%0.000%
8/5/2025Blue Barn Wealth LLC8,053$381K0.2%+5.7%0.000%
8/5/2025Main Street Research LLC10,052$476K0.0%-32.4%0.000%
8/5/2025Ellevest Inc.4,317$204K0.0%N/A0.000%
8/5/2025Crestwood Advisors Group LLC517,737$24.50M0.4%+0.3%0.007%
8/5/2025Homestead Advisers Corp1,781,135$84.28M2.0%+0.3%0.024%
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8/5/2025HFG Advisors Inc.5,213$247K0.2%N/A0.000%
8/5/2025Claro Advisors LLC36,967$1.75M0.3%-19.5%0.000%
8/5/2025Cassaday & Co Wealth Management LLC28,291$1.34M0.0%+1.8%0.000%
8/5/2025RiverGlades Family Offices LLC9,300$440K0.3%-17.7%0.000%
8/5/2025Tufton Capital Management235,773$11.16M2.1%-3.6%0.003%
8/5/2025NewSquare Capital LLC4,489$212K0.0%+72.3%0.000%
8/5/2025McGinn Penninger Investment Management Inc.133,175$6.30M4.0%-0.3%0.002%
8/5/2025Elyxium Wealth LLC16,904$800K0.3%+9.1%0.000%
8/5/2025Prosperity Consulting Group LLC63,749$3.02M0.2%+5.1%0.001%
8/5/2025Transatlantique Private Wealth LLC38,055$1.80M0.7%+9.9%0.001%
8/5/2025Key Financial Inc21,187$1.00M0.2%-2.4%0.000%
8/5/2025MKP Capital Management L.L.C.1,713,000$81.06M4.2%N/A0.023%
8/5/2025Holistic Financial Partners8,927$422K0.2%N/A0.000%
8/5/2025Optivise Advisory Services LLC4,470$212K0.1%N/A0.000%
8/5/2025Roffman Miller Associates Inc. PA546,516$25.86M1.5%-14.8%0.007%
8/5/2025Bridgewater Advisors Inc.43,672$2.09M0.2%+1.2%0.001%
8/5/2025Bank of New York Mellon Corp55,980,401$2.65B0.5%-7.3%0.756%
8/5/2025Access Investment Management LLC210,075$9.94M2.8%N/A0.003%
8/5/2025Freestone Capital Holdings LLC261,585$12.38M0.4%-4.2%0.004%
8/5/2025Machina Capital S.A.S.48,295$2.29M0.5%+98.0%0.001%
8/5/2025Texas Bank & Trust Co11,991$567K0.2%+115.8%0.000%
8/5/2025Snider Financial Group25,999$1.23M0.4%-2.1%0.000%
8/5/2025Benchmark Financial Wealth Advisors LLC21,440$1.02M0.3%+11.2%0.000%
8/5/2025Burney Co.31,389$1.49M0.1%-14.5%0.000%
8/5/2025EPG Wealth Management LLC5,640$267K0.1%-18.1%0.000%
8/5/2025Sigma Planning Corp98,256$4.65M0.1%-3.6%0.001%
8/5/2025South Dakota Investment Council81,794$3.87M0.1%-58.2%0.001%
8/5/2025State of Michigan Retirement System1,902,212$90.01M0.5%-0.4%0.026%
8/5/2025Carson Advisory Inc.58,453$2.77M1.8%-2.0%0.001%
8/5/2025iA Global Asset Management Inc.583,580$27.62M0.4%+9.7%0.008%
8/5/2025Tredje AP fonden1,585,812$75.04M0.6%+0.6%0.021%
8/5/2025Mission Wealth Management LP153,444$7.26M0.2%-1.4%0.002%
8/5/2025Gilbert & Cook Inc.16,790$795K0.1%+5.9%0.000%
8/5/2025TIAA Trust National Association797,974$37.76M0.1%+13.0%0.011%
8/5/2025SS&H Financial Advisors Inc.67,508$3.19M1.1%-1.5%0.001%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors13,786$652K0.1%+7.3%0.000%
8/5/2025Harel Insurance Investments & Financial Services Ltd.54,827$2.59M0.0%-19.2%0.001%
8/5/2025Triglav Investments D.O.O.97,778$4.62M0.3%-46.9%0.001%
8/5/2025Welch & Forbes LLC1,012,075$47.89M0.6%+0.1%0.014%
8/5/2025Strategic Financial Concepts LLC6,367$301K0.0%N/A0.000%
8/5/2025Sumitomo Life Insurance Co.153,328$7.26M0.5%-13.5%0.002%
8/5/2025GHP Investment Advisors Inc.137,217$6.49M0.3%+2.7%0.002%
8/5/2025Regal Partners Ltd2,018,295$95.51M8.0%-4.3%0.027%
8/5/2025Plato Investment Management Ltd177,604$8.37M0.6%+14.9%0.002%
8/5/2025Frederick Financial Consultants LLC7,514$356K0.2%+18.0%0.000%
8/5/2025Beam Wealth Advisors Inc.25,431$1.20M0.4%+11.4%0.000%
8/5/2025Navalign LLC28,220$1.34M0.4%-5.1%0.000%
8/5/2025Atlas Private Wealth Advisors8,396$397K0.1%-3.7%0.000%
8/5/2025Gould Asset Management LLC CA9,479$449K0.1%+20.5%0.000%
8/5/2025Hills Bank & Trust Co7,594$359K0.0%-6.6%0.000%
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8/4/2025 Cooke & Bieler LP3,202,097$151.52M1.5%+109.6%0.043%
8/4/2025 Twin City Private Wealth LLC10,334$489K0.4%-8.9%0.000%
8/4/2025 Hutchinson Financial Advisors INC32,701$1.55M0.6%N/A0.000%
8/4/2025 Syverson Strege & Co15,715$744K0.2%N/A0.000%
8/4/2025 Great Lakes Retirement Inc.238,774$11.30M1.3%+1.3%0.003%
8/4/2025 4WEALTH Advisors Inc.4,675$221K0.2%-11.6%0.000%
8/4/2025 Bridgewealth Advisory Group LLC39,662$1.88M0.5%N/A0.001%
8/4/2025 Integrity Alliance LLC.9,319$441K0.0%-38.6%0.000%
8/4/2025 Bordeaux Wealth Advisors LLC7,994$378K0.0%-7.9%0.000%
8/4/2025 Fisher Funds Management LTD162,734$7.70M0.2%-10.0%0.002%
(Data available from 1/1/2016 forward)

BAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAC shares?

During the previous two years, 3,303 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Berkshire Hathaway Inc ($29.90B), Vanguard Group Inc. ($26.76B), Geode Capital Management LLC ($6.24B), Norges Bank ($5.23B), Price T Rowe Associates Inc. MD ($4.38B), Capital World Investors ($3.88B), and Northern Trust Corp ($2.81B).Learn more on Bank of America's institutional investors.

What percentage of Bank of America's stock is owned by institutional investors?

70.71% of Bank of America's stock is owned by institutional investors. Learn more on BAC's institutional investor holdings.

Which institutional investors have been buying Bank of America's stock?

Of the 2,751 institutional investors that purchased Bank of America's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($229.84M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($38.46M), Vanguard Group Inc. ($36.12M), Deutsche Bank AG ($24.37M), Fisher Asset Management LLC ($21.95M), Price T Rowe Associates Inc. MD ($21.57M), and Capital World Investors ($21.53M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 516,621,499 shares in the last 24 months. This purchase volume represents approximately $22.23B in transactions.

Which of Bank of America's major shareholders have been selling company stock?

Of the 1,768 institutional investors that sold Bank of America's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Hathaway Inc ($352.62M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($39.34M), Dodge & Cox ($32.20M), Arrowstreet Capital Limited Partnership ($19.65M), Vanguard Group Inc. ($18.82M), Price T Rowe Associates Inc. MD ($17.57M), and Pzena Investment Management LLC ($13.48M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 671,026,580 shares in the last 24 months. This volume of shares sold represents approximately $28.03B in transactions.


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This page (NYSE:BAC) was last updated on 8/6/2025 by MarketBeat.com Staff
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