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Bank of America (BAC) Institutional Ownership

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$51.40 -2.56 (-4.74%)
Closing price 03:59 PM Eastern
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$51.45 +0.05 (+0.09%)
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)
2196
Total
Institutional Inflows
(last 12 months)
$39.82B
Number of
Institutional Sellers
(last 12 months)
1622
Total
Institutional Outflows
(last 12 months)
$20.12B
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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
10/14/2026SC&H Financial Advisors Inc.13,349$727K0.1%+99.3%0.000%
10/14/2026Mezzasalma Advisors LLC49,851$2.71M0.5%+290.3%0.001%
10/14/2026Tempus Wealth Planning LLC40,246$2.19M0.4%+26.1%0.001%
10/14/2026Union Savings Bank10,637$579K0.2%+8.2%0.000%
10/14/2026Elmwood Wealth Management Inc.9,923$540K0.1%+85.9%0.000%
10/14/2026Baker Ellis Asset Management LLC26,657$1.45M0.2%+30.0%0.000%
10/14/2026Mitchell & Pahl Private Wealth LLC53,058$2.89M1.0%+2.7%0.001%
10/14/2026Sanders Morris Harris LLC15,658$852K0.1%+95.6%0.000%
10/14/2026Consilium Wealth Advisory LLC31,536$1.72M0.5%+26.5%0.000%
10/14/2026Adirondack Trust Co.15,028$818K0.3%+26.1%0.000%
10/14/2026ABLE Financial Group LLC15,031$818K0.1%+29.6%0.000%
10/14/2026Firethorn Wealth Partners LLC18,417$1.00M0.3%+5.9%0.000%
10/14/2026MinichMacGregor Wealth Management LLC6,073$331K0.1%+13.8%0.000%
10/14/2026First Citizens Bank & Trust Co.436,787$23.77M0.3%+40.2%0.006%
10/14/2026Fearless Solutions LLC dba Best Invest7,275$396K0.2%+42.3%0.000%
10/14/2026Focus Financial Network Inc.63,157$3.44M0.1%+24.8%0.001%
10/14/2026JM2 Capital Inc.15,642$851K0.6%+94.9%0.000%
10/14/2026Stone Summit Wealth LLC18,306$996K0.3%+43.0%0.000%
10/14/2026MFA Wealth Services7,164$390K0.2%+28.1%0.000%
10/14/2026XY Planning Network Inc.10,375$565K0.1%+160.8%0.000%
10/14/2026KMG Fiduciary Partners LLC31,988$1.74M0.2%+136.2%0.000%
10/14/2026Allied Investment Advisors LLC334,312$18.20M1.6%+0.1%0.005%
10/14/2026Salem Investment Counselors Inc.1,223,837$66.61M1.6%+9.0%0.018%
10/14/2026Signal Advisors Wealth LLC69,864$3.80M0.2%+220.1%0.001%
10/14/20264WEALTH Advisors Inc.7,885$429K0.3%+65.2%0.000%
10/14/2026Copeland Capital Management LLC68,065$3.71M0.1%N/A0.001%
10/14/2026BigSur Wealth Management LLC31,160$1.70M0.4%-2.2%0.000%
10/14/2026Foster Group Inc.17,552$955K0.0%+28.6%0.000%
10/14/2026B. Riley Wealth Advisors Inc.136,018$7.40M0.3%+51.3%0.002%
10/14/2026Krilogy Financial LLC101,684$5.54M0.1%+20.7%0.001%
10/14/2026Edge Wealth Management LLC20,014$1.09M0.2%+3.8%0.000%
10/14/2026Affinity Capital Advisors LLC17,835$971K0.1%+71.9%0.000%
10/14/2026Maltin Wealth Management Inc.11,300$615K0.2%-4.7%0.000%
10/13/2026Mechanics Bank Trust Department57,965$3.16M0.4%+83.0%0.001%
10/13/2026Spartan Planning & Wealth Management12,846$699K0.5%+10.8%0.000%
10/13/2026Fagan Associates Inc.255,461$13.91M1.6%+20.2%0.004%
10/13/2026Lineweaver Wealth Advisors LLC72,020$3.92M0.5%+17.6%0.001%
10/13/2026Forvis Mazars Wealth Advisors LLC149,506$8.14M0.1%-5.3%0.002%
10/13/2026Davis Rea LTD.315,849$17.19M4.9%+27.2%0.005%
10/13/2026First Financial Corp IN14,703$800K0.3%+38.9%0.000%
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10/13/2026Courier Capital LLC88,244$4.80M0.9%-53.7%0.001%
10/13/2026Accel Wealth Management19,563$1.07M0.2%+6.4%0.000%
10/13/2026Catalyst Private Wealth LLC7,813$425K0.2%N/A0.000%
10/13/2026Downshift Financial LLC1,020$56K0.0%+29.8%0.000%
10/13/2026Lincoln Capital Corp7,461$406K0.1%-15.5%0.000%
10/13/2026St. Clair Advisors LLC7,862$428K0.1%+41.4%0.000%
10/13/2026Cascade Investment Group Inc.11,209$610K0.3%+131.6%0.000%
10/13/2026First County Bank CT7,491$408K0.2%+102.0%0.000%
10/13/2026Sage Capital Advisors llc12,427$676K0.1%+22.3%0.000%
10/13/2026Ring Mountain Capital LLC8,636$470K0.2%+30.5%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.33,056$1.80M0.2%+4.1%0.000%
10/13/2026Fermata Advisors LLC13,590$740K0.1%+28.2%0.000%
10/13/2026NorthCrest Asset Manangement LLC788,540$42.92M1.0%+12.5%0.011%
10/13/2026Avior Wealth Management LLC70,533$3.84M0.1%-10.8%0.001%
10/13/2026Perpetual Ltd80,839$4.40M0.1%-2.3%0.001%
10/13/2026Woodstock Corp155,632$8.47M0.7%-1.4%0.002%
10/13/2026JGP Wealth Management LLC10,274$559K0.0%-32.7%0.000%
10/13/2026Scott Capital Advisors LLC8,554$458K0.1%+29.1%0.000%
10/10/2026Kearns & Associates LLC22,700$1.24M0.6%+16.4%0.000%
10/10/2026RTD Financial Advisors Inc.5,131$279K0.0%-8.0%0.000%
10/10/2026Gallagher Capital Advisors LLC21,822$1.19M0.6%+101.4%0.000%
10/10/2026Armstrong Advisory Group Inc.30,611$1.67M0.1%+8.0%0.000%
10/10/2026Marquette Asset Management LLC1,802$98K0.0%+194.4%0.000%
10/10/2026Gilpin Wealth Management LLC4,299$234K0.2%+820.6%0.000%
10/10/2026ANB Bank46,148$2.51M1.0%+44.0%0.001%
10/10/2026Davidson Trust Co.13,337$726K0.3%+35.1%0.000%
10/9/2026Stokes Capital Advisors LLC49,215$2.68M0.6%+216.4%0.001%
10/9/2026Mirador Capital Partners LP27,827$1.52M0.2%+199.3%0.000%
10/9/2026RFG Bristol Wealth Advisors LLC26,905$1.46M0.4%+39.2%0.000%
10/9/2026Sound Income Strategies LLC31,190$1.70M0.0%+14.7%0.000%
10/9/2026GK Wealth Management LLC10,444$568K0.3%+36.4%0.000%
10/9/2026Balefire LLC21,663$1.18M0.2%+39.1%0.000%
10/9/2026Decker Wealth Management LLC55,027$3.00M0.6%+71.2%0.001%
10/9/2026Castle Rock Wealth Management LLC49,553$2.70M0.5%+207.6%0.001%
10/9/2026David J Yvars Group80,066$4.56M2.1%-4.8%0.001%
10/9/2026Lincoln Capital LLC9,022$491K0.1%+28.3%0.000%
10/9/2026Avity Investment Management Inc.159,589$8.69M0.5%+452.2%0.002%
10/9/2026Bullock Wealth Management Group12,613$687K0.3%+36.1%0.000%
10/9/2026Riversedge Advisors LLC17,495$952K0.1%+39.7%0.000%
10/9/2026Wedmont Private Capital126,850$6.90M0.2%+66.1%0.002%
10/9/2026Intelligence Driven Advisers LLC5,515$300K0.1%+31.9%0.000%
10/9/2026Athena Wealth Management LLC30,375$1.65M1.2%+9.4%0.000%
10/9/2026Journey Retirement Planning & Investment Management LLC23,787$1.30M0.9%+52.4%0.000%
10/9/2026Central Bank & Trust Co.44,429$2.42M0.4%+610.2%0.001%
10/9/2026WoodTrust Financial Corp125,136$6.81M0.8%+5.1%0.002%
10/9/2026Lawood & Co.13,527$736K0.4%-1.8%0.000%
10/9/2026Insight Wealth Strategies LLC6,918$377K0.0%+19.3%0.000%
10/9/2026Douglas Lane & Associates LLC1,202,571$65.46M0.8%+0.0%0.017%
10/9/2026Gerald Baker Financial Group LLC5,961$324K0.1%-3.3%0.000%
10/9/2026Cypress Asset Management Inc. TX43,981$2.39M0.5%+139.8%0.001%
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10/9/2026Vilga Financial Planning LLC10,289$560K0.3%+30.5%0.000%
10/9/2026Breakwater Capital Group43,029$2.34M0.3%+11.4%0.001%
10/9/2026Chapin Davis Inc.32,993$1.80M0.4%+7.1%0.000%
10/9/2026Hardin Capital Partners LLC100,489$5.81M2.5%-6.0%0.001%
10/9/2026Inspirion Wealth Advisors LLC12,264$668K0.1%+35.9%0.000%
10/9/2026Eclectic Associates Inc. ADV4,649$253K0.0%+4.8%0.000%
10/9/2026LifeGoal Investments LLC7,983$435K0.1%+37.9%0.000%
10/9/2026Market Street Wealth Management Advisors LLC10,144$552K0.1%+24.2%0.000%
10/9/2026Monument Capital Management12,711$692K0.1%+116.6%0.000%
10/9/2026Emergent Wealth Advisors LLC5,646$307K0.2%-18.0%0.000%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,663 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 3,126 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 724,514,099 shares in the last 24 months. This purchase volume represents approximately $39.82B in transactions.

Of the 1,613 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 379,285,287 shares in the last 24 months. This volume of shares sold represents approximately $20.12B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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