S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
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West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
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Macron booed by French farmers who blame him for not doing enough to support agriculture
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Critical asset just had biggest fall on record (Ad)
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Better Than Oil Stocks (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Critical asset just had biggest fall on record (Ad)
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Better Than Oil Stocks (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Critical asset just had biggest fall on record (Ad)
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi
S&P 500   5,088.80
DOW   39,131.53
QQQ   436.78
Warren Buffett uses his annual letter to warn about Wall Street and recount Berkshire's successes
Better Than Oil Stocks (Ad)
A collection of the insights Warren Buffett offered in his annual letter Saturday
West Africa bloc lifts coup sanctions on Niger in a new push for dialogue to resolve tensions
Better Than Oil Stocks (Ad)
Macron booed by French farmers who blame him for not doing enough to support agriculture
West Africa's ECOWAS bloc says it's lifting sanctions imposed on Niger over last year’s coup in a new push for dialogue
Critical asset just had biggest fall on record (Ad)
MILAN FASHION PHOTOS: Ferragamo, Dolce&Gabbana conceal and reveal, balance transparency with cover
Tax-free status of movie, music and games traded online is on table as WTO nations meet in Abu Dhabi

Bank of America (BAC) Institutional Ownership

$33.92
+0.31 (+0.92%)
(As of 02/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Bank of America (NYSE:BAC)

Current
Institutional Ownership
Percentage
68.06%
Number of
Institutional Buyers
(last 12 months)
1808
Total
Institutional Inflows
(last 12 months)
$18.50 B
Number of
Institutional Sellers
(last 12 months)
1526
Total
Institutional Outflows
(last 12 months)
$8.24 B
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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
2/23/2024Cardinal Capital Management Inc.815,655$27.46M1.3%-1.5%0.010%
2/23/2024Mendon Capital Advisors Corp75,000$2.53M1.0%N/A0.001%
2/23/2024Beacon Financial Group68,435$2.30M0.3%+26.7%0.001%
2/23/2024Gordian Capital Singapore Pte Ltd1,001$34K0.0%-93.4%0.000%
2/22/2024Sierra Summit Advisors LLC8,600$0.29M0.1%N/A0.000%
2/22/2024Auxier Asset Management342,363$11.53M1.9%-0.6%0.004%
2/22/2024Scarborough Advisors LLC7,011$0.24M0.0%N/A0.000%
2/21/2024Raleigh Capital Management Inc.14,845$0.50M0.2%-33.6%0.000%
2/21/2024WNY Asset Management LLC26,313$0.89M0.1%+20.7%0.000%
2/21/2024American Trust7,261$0.24M0.0%N/A0.000%
2/21/2024Novak & Powell Financial Services Inc.8,273$0.28M0.2%N/A0.000%
2/20/2024GLOBALT Investments LLC GA155,931$5.25M0.2%N/A0.002%
2/20/2024Able Wealth Management LLC1,365$46K0.0%N/A0.000%
2/20/2024Clarity Capital Partners LLC7,649$0.26M0.2%N/A0.000%
2/20/2024Birmingham Capital Management Co. Inc. AL83,900$2.83M1.1%-3.5%0.001%
2/20/2024Sunpointe LLC10,683$0.36M0.5%N/A0.000%
2/20/2024Voisard Asset Management Group Inc.5,567$0.19M0.1%N/A0.000%
2/20/2024Quarry LP735$25K0.0%N/A0.000%
2/17/2024FIL Ltd427,913$14.41M0.0%-50.8%0.005%
2/17/2024Madison Wealth Partners Inc25,920$0.87M0.3%+161.8%0.000%
2/16/2024Wesbanco Bank Inc.31,029$1.05M0.1%-72.5%0.000%
2/16/2024Spouting Rock Asset Management LLC12,635$0.43M0.2%N/A0.000%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main37,290,357$1.26B1.6%+360.9%0.471%
2/16/2024Hobbs Group Advisors LLC33,647$1.13M0.5%N/A0.000%
2/16/2024D L Carlson Investment Group Inc.13,692$0.47M0.1%-76.1%0.000%
2/16/2024SageView Advisory Group LLC51,688$1.80M0.1%+25.0%0.001%
2/16/2024Trail Ridge Investment Advisors LLC6,012$0.20M0.1%N/A0.000%
2/16/2024Sanibel Captiva Trust Company Inc.274,297$9.24M0.3%N/A0.003%
2/16/2024CMG Global Holdings LLC52,605$1.79M1.3%-12.5%0.001%
2/16/2024Childress Capital Advisors LLC22,699$0.76M0.2%+19.9%0.000%
2/16/2024DRW Securities LLC76,992$2.59M0.0%+328.3%0.001%
2/16/2024Oarsman Capital Inc.42,958$1.45M0.4%-5.5%0.001%
2/16/2024Harbour Investments Inc.21,992$0.74M0.0%+30.7%0.000%
2/16/2024Aspect Partners LLC1,134$38K0.0%N/A0.000%
2/16/2024Studio Investment Management LLC69,645$2.35M0.6%-9.7%0.001%
2/16/2024O Dell Group LLC3,592$0.12M0.0%N/A0.000%
2/16/2024GSA Capital Partners LLP6,013$0.20M0.0%N/A0.000%
2/16/2024Public Employees Retirement System of Ohio3,482,753$117.26M0.5%-0.7%0.044%
2/15/2024LifePro Asset Management40,867$1.38M1.1%+46.8%0.001%
2/15/2024Venture Visionary Partners LLC240,227$8.09M0.4%-2.2%0.003%
2/15/2024Townsquare Capital LLC382,110$12.87M0.2%+16.9%0.005%
2/15/2024Coastal Bridge Advisors LLC35,325$1.19M0.3%-10.9%0.000%
2/15/2024Empire Financial Management Company LLC64,298$2.17M0.8%-9.9%0.001%
2/15/2024Hoertkorn Richard Charles328,933$11.08M5.0%+2.6%0.004%
2/15/2024Cape Cod Five Cents Savings Bank6,210$0.21M0.0%-50.7%0.000%
2/15/2024Virtue Capital Management LLC15,850$0.55M0.1%-17.6%0.000%
2/15/2024E. Ohman J or Asset Management AB278,000$9.36M0.3%-15.0%0.004%
2/15/2024Dodge & Cox66,342,835$2.23B1.4%-0.4%0.838%
2/15/2024Main Street Group LTD5,518$0.19M0.1%N/A0.000%
2/15/2024Baker Avenue Asset Management LP29,897$1.01M0.0%-83.6%0.000%
2/15/2024Horizon Kinetics Asset Management LLC27,675$0.93M0.0%-6.0%0.000%
2/15/2024Moneta Group Investment Advisors LLC190,480$6.41M0.1%-0.8%0.002%
2/15/2024Wunderlich Capital Managemnt53,401$1.80M0.8%-20.8%0.001%
2/15/2024NFJ Investment Group LLC2,786,787$93.83M2.6%-8.5%0.035%
2/15/2024Legal & General Group Plc57,183,411$1.93B0.5%+24.3%0.723%
2/15/2024Ilmarinen Mutual Pension Insurance Co661,120$22.26M0.3%-14.3%0.008%
2/15/2024Perpetual Ltd66,655$2.24M0.0%-9.5%0.001%
2/15/2024Fayez Sarofim & Co135,780$4.49M0.0%-15.7%0.002%
2/15/2024Utah Retirement Systems1,195,689$40.26M0.5%-0.5%0.015%
2/15/2024Vanguard Group Inc.608,297,711$20.48B0.4%-0.1%7.687%
2/15/2024Vident Advisory LLC35,158$1.18M0.0%-6.7%0.000%
2/15/2024Voya Financial Advisors Inc.22,498$0.76M0.1%-1.8%0.000%
2/15/2024Waters Parkerson & CO. LLC1,188,501$40.02M2.2%-1.7%0.015%
2/15/2024Websterrogers Financial Advisors LLC9,713$0.33M0.1%-42.9%0.000%
2/15/2024Wimmer Associates 1 LLC7,972$0.27M0.2%N/A0.000%
2/15/2024Weiss Multi Strategy Advisers LLC233,748$7.87M0.2%-48.4%0.003%
2/15/2024Mill Creek Capital Advisors LLC10,738$0.36M0.0%+25.0%0.000%
2/15/2024Modera Wealth Management LLC81,083$2.73M0.0%-7.4%0.001%
2/15/2024Modern Wealth Management LLC28,025$0.94M0.1%N/A0.000%
2/15/2024Nwam LLC73,881$2.49M0.2%+1.2%0.001%
2/15/2024Oxford Financial Group LTD. LLC8,346$0.28M0.0%N/A0.000%
2/15/2024Onex Canada Asset Management Inc.245,461$8.27M0.8%-18.3%0.003%
2/15/2024Pettyjohn Wood & White Inc.249,192$8.39M1.8%+0.3%0.003%
2/15/2024Price T Rowe Associates Inc. MD104,030,844$3.50B0.5%+10.5%1.315%
2/15/2024Profund Advisors LLC106,388$3.58M0.2%+28.0%0.001%
2/15/2024Public Sector Pension Investment Board2,229,003$75.05M0.6%-20.0%0.028%
2/15/2024Palogic Value Management L.P.46,253$1.56M0.7%+4.6%0.001%
2/15/2024First County Bank CT 8,611$0.29M0.1%-4.6%0.000%
2/15/2024Fort Sheridan Advisors LLC38,244$1.29M0.3%+1.6%0.000%
2/15/2024Freedom Investment Management Inc.22,787$0.77M0.1%-5.5%0.000%
2/15/2024Gamco Investors INC. ET AL810,713$27.30M0.3%-3.7%0.010%
2/15/2024Groupama Asset Managment1,147,880$38.56M0.9%N/A0.015%
2/15/2024Guardian Wealth Advisors LLC NC46,922$1.58M0.2%+2.1%0.001%
2/15/2024Gotham Asset Management LLC139,404$4.69M0.1%+8.5%0.002%
2/15/2024H&H International Investment LLC109,700$3.69M0.0%+52.1%0.001%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund1,821,000$61.31M0.2%-18.7%0.023%
2/15/2024Boyar Asset Management Inc.157,488$5.30M4.0%-5.1%0.002%
2/15/2024Bradley Foster & Sargent Inc. CT280,523$9.45M0.2%-0.3%0.004%
2/15/2024Bridgeway Capital Management LLC398,197$13.41M0.3%-10.0%0.005%
2/15/2024Buckingham Strategic Partners LLC39,831$1.34M0.1%-42.2%0.001%
2/15/2024Bayesian Capital Management LP78,182$2.63M0.3%-62.6%0.001%
2/15/2024Biltmore Family Office LLC38,150$1.29M0.3%+1.4%0.000%
2/15/2024Black Maple Capital Management LP24,100$0.81M0.7%-19.9%0.000%
2/15/2024Borer Denton & Associates Inc.219,227$7.38M2.8%-2.0%0.003%
2/15/2024Bragg Financial Advisors Inc40,661$1.37M0.1%-9.2%0.001%
2/15/2024Brave Warrior Advisors LLC22,532$0.76M0.0%+55.1%0.000%
2/15/2024Brevan Howard Capital Management LP106,938$3.60M0.0%N/A0.001%
2/15/2024Chilton Investment Co. Inc.14,160$0.48M0.0%+15.1%0.000%
2/15/2024Cobalt Capital Management Inc.100,000$3.37M1.2%N/A0.001%
2/15/2024Concentric Wealth Management LLC118,580$3.99M1.2%+7.3%0.001%
(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, 3,000 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Berkshire Hathaway Inc ($29.54B), Vanguard Group Inc. ($20.48B), Norges Bank ($3.73B), Geode Capital Management LLC ($3.64B), Price T Rowe Associates Inc. MD ($3.50B), Dodge & Cox ($2.23B), and Legal & General Group Plc ($1.93B).Learn more on BAC's institutional investors.

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

68.06% of Bank of America stock is owned by institutional investors. Learn more on BAC's institutional investor holdings.

Which institutional investors have been buying Bank of America stock?

Of the 2,609 institutional investors that purchased Bank of America stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($303.19M), Moneta Group Investment Advisors LLC ($193.03M), Bank Julius Baer & Co. Ltd Zurich ($97.87M), Price T Rowe Associates Inc. MD ($72.28M), Parnassus Investments LLC ($37.59M), Fisher Asset Management LLC ($37.20M), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($29.20M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 1,351,275,959 shares in the last 24 months. This purchase volume represents approximately $44.47B in transactions.

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

Of the 2,079 institutional investors that sold Bank of America stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($44.20M), Price T Rowe Associates Inc. MD ($40.32M), Clearbridge Investments LLC ($22.16M), Altshuler Shaham Ltd ($20.35M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.96M), Arrowstreet Capital Limited Partnership ($17.36M), and Sculptor Capital LP ($17.19M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 578,531,424 shares in the last 24 months. This volume of shares sold represents approximately $18.65B in transactions.


This page (NYSE:BAC) was last updated on 2/25/2024 by MarketBeat.com Staff