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Bank of America (BAC) Institutional Ownership

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$56.06 +0.06 (+0.11%)
Closing price 03:59 PM Eastern
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$56.08 +0.02 (+0.03%)
As of 07:59 PM Eastern
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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)
2166
Total
Institutional Inflows
(last 12 months)
$39.67B
Number of
Institutional Sellers
(last 12 months)
1642
Total
Institutional Outflows
(last 12 months)
$20.21B
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BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.1,280,833$72.98M0.5%+44.4%0.018%
9/23/2026 Envestnet Portfolio Solutions Inc.356,717$20.33M0.1%+89.2%0.005%
9/22/2026 Andra AP fonden1,095,383$62.42M0.7%+34.4%0.016%
9/21/2026 Silicon Valley Capital Partners239,576$14.64M1.3%+12.9%0.003%
9/21/2026 Premier Financial Group11,209$682K0.1%N/A0.000%
9/18/2026 Security National Bank of SO Dak3,348$191K0.1%N/A0.000%
9/18/2026 Security National Bank of Sioux City Iowa IA2,077$118K0.0%N/A0.000%
9/15/2026 Cherry Tree Wealth Management LLC479$27K0.0%+167.6%0.000%
9/11/2026 Smith Chas P & Associates PA Cpas8,422$480K0.0%-4.1%0.000%
9/11/2026 Talon Private Wealth LLC52,819$3.01M0.4%+3.1%0.001%
9/9/2026 Junto Capital Management LP1,232,323$70.22M1.2%N/A0.018%
9/9/2026 Bouchey Financial Group Ltd.24,723$1.41M0.1%+3.4%0.000%
9/9/2026 Miramontes Capital LLC8,101$462K0.1%+3.6%0.000%
9/9/2026 Tortoise Investment Management LLC4,134$236K0.0%N/A0.000%
9/9/2026 Blue Edge Capital LLC5,380$307K0.0%-75.2%0.000%
9/9/2026 Sequoia Financial Advisors LLC1,064,968$60.68M0.3%+7.9%0.015%
9/9/2026 Community Bank of Raymore98,776$5.63M3.1%+4.8%0.001%
9/9/2026 Van Hulzen Asset Management LLC8,807$502K0.0%-5.7%0.000%
9/9/2026 MCF Advisors LLC64,618$3.68M0.1%+4.3%0.001%
9/9/2026 Scholtz & Company LLC28,257$1.61M0.8%N/A0.000%
9/9/2026 Archford Capital Strategies LLC8,688$495K0.0%+12.6%0.000%
9/9/2026 National Pension Service15,536,432$885.27M0.6%+0.3%0.222%
9/9/2026 WINTON GROUP Ltd20,575$1.17M0.0%N/A0.000%
9/9/2026 Engineers Gate Manager LP30,870$1.76M0.0%-86.4%0.000%
9/9/2026 Cidel Asset Management Inc.77,057$4.39M0.2%+2.1%0.001%
9/9/2026 Plimoth Trust Co. LLC88,169$5.02M1.0%+0.8%0.001%
9/9/2026 Capital Analysts LLC98,505$5.61M0.1%-5.1%0.001%
9/9/2026 SVB Wealth LLC52,717$3.00M0.2%+2.0%0.001%
9/9/2026 NorthRock Partners LLC78,359$4.47M0.1%+5.1%0.001%
9/9/2026 Community Bank N.A.24,448$1.39M0.2%+9.3%0.000%
9/9/2026 RFG Advisory LLC35,373$2.02M0.0%+7.6%0.001%
9/9/2026 Arcus Capital Partners LLC7,371$420K0.2%-3.1%0.000%
9/9/2026 Stableford Capital II LLC17,264$984K0.4%-9.1%0.000%
9/9/2026 XY Planning Network Inc.3,978$227K0.0%N/A0.000%
9/8/2026 New England Professional Planning Group Inc.7,816$445K0.2%-11.2%0.000%
9/8/2026 Hudock Inc.12,589$717K0.1%-1.7%0.000%
9/8/2026 Arizona State Retirement System1,883,657$107.33M0.5%+0.3%0.027%
9/8/2026 Edge Wealth Management LLC19,277$1.10M0.2%-1.0%0.000%
9/8/2026 West Family Investments Inc.17,738$1.01M0.3%+3.4%0.000%
9/8/2026 Waverly Advisors LLC602,391$34.32M0.2%+3.3%0.009%
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9/8/2026 Bank OZK120,468$6.86M2.1%+10.2%0.002%
9/8/2026 Empirical Finance LLC240,618$13.71M0.6%+3.2%0.003%
9/8/2026 Nykredit A S1,482,139$84.45M0.3%N/A0.021%
9/4/2026 Parkside Financial Bank & Trust58,640$3.34M0.2%+0.5%0.001%
9/2/2026 Second Line Capital LLC10,801$615K0.1%-4.2%0.000%
9/2/2026 Range Advisory LLC19,675$1.12M0.1%+52.9%0.000%
8/28/2026 Cornerstone Financial Management LLC3,901$222K0.2%+8.5%0.000%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co8,058$459K0.2%N/A0.000%
8/26/2026 Principia Wealth Advisory LLC530$30K0.0%+69.9%0.000%
8/26/2026 Amundi36,615,958$2.09B0.5%-13.6%0.524%
8/26/2026 Wellington Grp LLC17,488$996K0.3%+46.7%0.000%
8/26/2026 Brown Financial Advisors30,490$1.74M0.6%-2.7%0.000%
8/26/2026 HighTower Advisors LLC6,935,356$395.18M0.4%+5.5%0.099%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al880,569$50.18M0.3%N/A0.013%
8/23/2026 Tanager Wealth Management LLP3,742$213K0.0%N/A0.000%
8/23/2026 Studio Investment Management LLC52,576$3.00M0.5%-2.3%0.001%
8/23/2026 Washington Trust Advisors Inc.4,931$281K0.0%-6.7%0.000%
8/23/2026 Guardian Wealth Advisors LLC NC38,743$2.21M0.1%-3.3%0.001%
8/23/2026 Wedmont Private Capital76,386$4.56M0.1%+6.1%0.001%
8/23/2026 Kintra Wealth LLC46,306$2.64M0.1%+21.3%0.001%
8/23/2026 POM Investment Strategies LLC1,893$108K0.1%-72.2%0.000%
8/23/2026 Widmann Financial Services Inc.11,308$644K0.3%+73.8%0.000%
8/23/2026 Beaird Harris Wealth Management LLC3,082$176K0.0%+36.2%0.000%
8/23/2026 Operose Advisors LLC20,516$1.17M0.2%-5.0%0.000%
8/23/2026 Ameliora Wealth Management Ltd.6,517$371K0.1%-3.0%0.000%
8/23/2026 HB Wealth Management LLC536,760$30.59M0.2%+25.5%0.008%
8/23/2026 Nilsine Partners LLC81,096$4.62M0.3%+115.0%0.001%
8/23/2026 Nvest Financial LLC8,356$476K0.2%-3.2%0.000%
8/23/2026 Saudi Central Bank475,191$27.08M0.3%+87.9%0.007%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,541$202K0.1%N/A0.000%
8/23/2026 Chico Wealth RIA3,646$208K0.1%N/A0.000%
8/23/2026 Fortitude Advisory Group L.L.C.14,379$819K0.3%-3.8%0.000%
8/23/2026 Azimuth Capital Investment Management LLC584,771$33.32M1.1%-2.3%0.008%
8/23/2026 Kaydan Wealth Management Inc.4,005$228K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC131,295$7.48M3.7%N/A0.002%
8/22/2026 Compass Financial Management LLC30,227$1.88M0.2%N/A0.000%
8/22/2026 NBH Bank19,352$1.10M0.5%N/A0.000%
8/22/2026 AlphaGrep UK Ltd9,743$555K0.2%N/A0.000%
8/22/2026 William John Sempolinski16,030$913K0.4%N/A0.000%
8/22/2026 MW Advisory LLC8,843$504K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC25,282$1.44M0.5%N/A0.000%
8/22/2026 Markowski Investments3,067$175K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC46,018$2.62M0.5%N/A0.001%
8/22/2026 Montgomery Financial Services LLC1,717$98K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,000$57K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC10,473$597K0.3%+160.1%0.000%
8/22/2026 Invested Advisors6,569$374K0.3%-4.2%0.000%
8/22/2026 Blalock Williams LLC7,767$443K0.3%+7.4%0.000%
8/22/2026 Elevation Wealth Management LLC10,096$575K0.4%+12.0%0.000%
8/22/2026 Plan A Wealth LLC4,987$284K0.1%-6.2%0.000%
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8/22/2026 Shum Financial Group Inc.4,267$243K0.1%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC10,152$578K0.2%-20.2%0.000%
8/22/2026 Copley Financial Group Inc.6,543$373K0.2%-32.6%0.000%
8/22/2026 Tudor Financial Inc.20,848$1.19M0.5%+663.7%0.000%
8/22/2026 NWF Advisory Services Inc.193,197$11.01M1.0%-1.8%0.003%
8/22/2026 Rogco LP20,546$1.17M0.4%-8.9%0.000%
8/22/2026 Syon Capital LLC107,743$6.14M0.3%+12.1%0.002%
8/22/2026 TD Waterhouse Canada Inc.1,116,080$65.16M0.2%+1.0%0.016%
8/22/2026 Premier Path Wealth Partners LLC66,237$3.77M0.4%+12.0%0.001%
8/22/2026 United Community Bank13,183$751K0.2%-4.4%0.000%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,652 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Vanguard Group Inc. ($35.81B), Berkshire Hathaway Inc ($27.54B), Geode Capital Management LLC ($8.47B), Capital World Investors ($7.77B), Price T Rowe Associates Inc. MD ($5.86B), Norges Bank ($4.77B), and Northern Trust Corp ($3.55B).Learn more on Bank of America's institutional investors.

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

Of the 3,113 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 ($313.33M), Deutsche Bank AG ($68.38M), Legal & General Group Plc ($48.07M), Bank of New York Mellon Corp ($47.15M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($45.33M), Capital International Investors ($42.86M), and Capital World Investors ($31.31M).

Institutional investors have bought a total of 721,807,973 shares in the last 24 months. This purchase volume represents approximately $39.67B in transactions.

Of the 1,641 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 ($118.20M), Viking Global Investors LP ($26.75M), Cardano Risk Management B.V. ($22.47M), Bank of New York Mellon Corp ($17.94M), Dodge & Cox ($15.85M), Price T Rowe Associates Inc. MD ($13.04M), and Vanguard Group Inc. ($11.42M).

Institutional investors have sold a total of 381,012,038 shares in the last 24 months. This volume of shares sold represents approximately $20.21B in transactions.



Institutional ownership data for NYSE:BAC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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