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Bank of America (BAC) Institutional Ownership

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$62.00 +0.72 (+1.17%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$62.02 +0.03 (+0.05%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
2212
Total
Institutional Inflows
(last 12 months)
$32.48B
Number of
Institutional Sellers
(last 12 months)
1791
Total
Institutional Outflows
(last 12 months)
$22.00B
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Skip Chart & View Institutional Buying and Selling Data

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
7/25/2026Midland Wealth Advisors LLC12,232$697K0.0%+4.6%0.000%
7/25/2026Greatmark Investment Partners Inc.187,686$10.69M1.2%-1.3%0.003%
7/25/2026Sunpointe LLC30,312$1.73M0.5%+101.2%0.000%
7/25/2026Wealth Advisory Solutions LLC4,412$251K0.1%-5.8%0.000%
7/25/2026TMB Capital Partners LLC27,878$1.59M0.5%-2.3%0.000%
7/25/2026Udine Wealth Management Inc.232,035$13.22M5.4%+1.6%0.003%
7/25/2026BridgePort Financial Solutions LLC6,503$371K0.1%-6.6%0.000%
7/25/2026Quaker Wealth Management LLC1,052$60K0.0%+100.0%0.000%
7/25/2026Allen Wealth Management LLC8,109$462K0.2%-3.7%0.000%
7/25/2026Bogart Wealth LLC3,228$184K0.0%+15.2%0.000%
7/25/2026Terril Brothers Inc.17,980$1.02M0.3%-3.0%0.000%
7/25/2026Bartlett & CO. Wealth Management LLC50,587$2.88M0.0%+4.6%0.001%
7/25/2026TCV Trust & Wealth Management Inc.15,351$875K0.1%+5.1%0.000%
7/25/2026CRA Financial Services LLC44,870$2.56M0.3%-0.4%0.001%
7/25/2026MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd133,646$7.62M0.7%+0.6%0.002%
7/25/2026Brookmont Capital Management63,407$3.61M1.9%-0.6%0.001%
7/25/2026EdgeRock Capital LLC8,746$498K0.1%+11.8%0.000%
7/25/2026Perryman Financial Advisory Inc. AD174,545$9.95M1.3%+3.4%0.002%
7/25/2026Lansing Street Advisors25,567$1.46M0.3%+4.6%0.000%
7/25/2026Blossom Wealth Management13,005$741K1.0%-3.5%0.000%
7/25/2026Legacy Advisors LLC45,115$2.57M0.2%+29.9%0.001%
7/25/2026Greenwood Gearhart LLC9,739$555K0.0%+24.0%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co18,813$1.07M0.0%+4.6%0.000%
7/25/2026Optima Capital LLC3,787$216K0.1%N/A0.000%
7/24/2026Barrett & Company Inc.21,916$1.25M0.3%+5.0%0.000%
7/24/2026CPC Advisors LLC9,785$558K0.1%+32.6%0.000%
7/24/2026Avidian Wealth Enterprises LLC96,320$5.49M0.2%+4.9%0.001%
7/24/2026Whelan Financial28,820$1.64M0.4%+6.5%0.000%
7/24/2026Trinity Legacy Partners LLC3,486$214K0.0%N/A0.000%
7/24/2026Columbia Bank76,897$4.38M1.0%+6.4%0.001%
7/24/2026Benjamin Edwards Inc.398,893$22.73M0.2%+37.1%0.006%
7/24/2026XML Financial LLC195,580$11.14M0.8%-3.2%0.003%
7/24/2026KPP Advisory Services LLC43,806$2.50M0.3%-3.1%0.001%
7/24/2026Vest Financial LLC1,339,065$76.30M0.8%+39.2%0.019%
7/24/2026Catalyst Capital Advisors LLC2,806$160K0.0%-26.2%0.000%
7/24/2026Bank Pictet & Cie Europe AG445,908$25.41M0.5%-10.3%0.006%
7/24/2026Provenance Wealth Advisors LLC4,953$282K0.0%+12.6%0.000%
7/24/2026EverSource Wealth Advisors LLC41,845$2.38M0.1%-10.8%0.001%
7/24/2026Nicholas Wealth LLC.25,130$1.43M0.8%+4.1%0.000%
7/24/2026Leisure Capital Management20,140$1.15M0.4%-3.9%0.000%
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7/24/2026Nilsine Partners LLC81,096$4.62M0.3%+115.0%0.001%
7/24/2026 Naples Global Advisors LLC23,899$1.36M0.1%+1.8%0.000%
7/24/2026 TI Trust Inc.9,410$536K0.3%+8.8%0.000%
7/24/2026 Total Clarity Wealth Management Inc.4,889$279K0.1%+3.6%0.000%
7/24/2026 Sivia Capital Partners LLC36,831$2.10M0.3%+437.7%0.001%
7/24/2026Hartford Financial Management Inc.59,307$3.38M0.8%+2.5%0.001%
7/24/2026Lodestone Wealth Management LLC37,896$2.16M0.8%-5.7%0.001%
7/24/2026Empire Life Investments Inc.401,879$22.90M1.3%-3.9%0.006%
7/24/2026Signaturefd LLC199,983$11.40M0.2%+2.2%0.003%
7/24/2026Crewe Advisors LLC20,888$1.19M0.1%+4.7%0.000%
7/24/2026Vista Capital Partners Inc.11,610$662K0.1%-4.2%0.000%
7/24/2026 Griffin Asset Management Inc.336,818$19.19M2.0%-1.5%0.005%
7/24/2026 Ignite Planners LLC27,235$1.55M0.2%+1.6%0.000%
7/24/2026 Tanager Wealth Management LLP3,742$213K0.0%N/A0.000%
7/24/2026 Financial Consulate Inc.4,741$270K0.0%+4.0%0.000%
7/24/2026 Hoertkorn Richard Charles111,887$6.38M4.3%-1.2%0.002%
7/24/2026 Welch Group LLC31,739$1.81M0.1%+4.0%0.000%
7/24/2026 Forum Financial Management LP13,417$765K0.0%-4.9%0.000%
7/23/2026 Kesler Norman & Wride LLC10,104$576K0.1%N/A0.000%
7/23/2026 JNBA Financial Advisors18,925$1.08M0.1%+4.7%0.000%
7/23/2026 Etesian Wealth Advisors Inc.32,616$1.86M0.5%-6.5%0.000%
7/23/2026 Bravera Wealth1,842$105K0.0%-8.6%0.000%
7/23/2026 Innovative Wealth Building LLC4,488$256K0.1%-6.0%0.000%
7/23/2026 Bensler LLC4,472$255K0.0%-5.2%0.000%
7/23/2026 Johnson Investment Counsel Inc.211,652$12.06M0.1%-5.7%0.003%
7/23/2026 Anchyra Partners LLC18,893$1.08M0.3%-3.5%0.000%
7/23/2026 Abundance Wealth Counselors44,171$2.52M0.3%+85.0%0.001%
7/23/2026 Capstone Wealth Management LLC8,735$498K0.2%N/A0.000%
7/23/2026 Reston Wealth Management LLC6,097$347K0.1%+43.8%0.000%
7/23/2026 Symmetry Partners LLC10,757$613K0.0%+131.9%0.000%
7/23/2026 Tranquility Partners LLC16,462$938K0.3%-1.0%0.000%
7/23/2026 Nations Financial Group Inc. IA ADV26,751$1.52M0.1%-1.9%0.000%
7/23/2026 Carlton Hofferkamp & Jenks Wealth Management LLC35,619$2.20M0.7%-2.6%0.001%
7/23/2026 Financial & Tax Architects LLC7,181$409K0.1%-6.6%0.000%
7/23/2026 Mosley Wealth Management5,304$302K0.1%+646.0%0.000%
7/23/2026 WMG Financial Advisors LLC9,361$533K0.2%-3.0%0.000%
7/23/2026 Cornerstone Wealth Management LLC64,609$3.68M0.2%+0.9%0.001%
7/23/2026 Steigerwald Gordon & Koch Inc.6,955$396K0.0%-9.9%0.000%
7/23/2026 Capital Advisors Inc. OK37,491$2.14M0.0%-1.0%0.001%
7/23/2026 Warren Street Wealth Advisors LLC3,877$221K0.0%N/A0.000%
7/23/2026 ABN Amro Investment Solutions3,447,416$196.43M1.7%+113.4%0.049%
7/23/2026 Securian Asset Management Inc.173,491$10.63M0.4%-3.6%0.002%
7/23/2026 Apollon Wealth Management LLC203,793$11.61M0.1%+2.9%0.003%
7/23/2026 SBI Securities Co. Ltd.69,160$3.94M0.1%-0.9%0.001%
7/23/2026 Meridian Investment Counsel Inc.113,224$6.45M1.4%+37.7%0.002%
7/23/2026 Lazari Capital Management Inc.88,237$5.03M1.5%-1.5%0.001%
7/23/2026 Spectrum Financial Alliance Ltd LLC1,300,644$74.11M10.9%+7.8%0.018%
7/23/2026 Oakworth Capital Inc.26,118$1.50M0.1%-5.4%0.000%
7/23/2026 Atlatl Advisers LLC2,038$116K0.0%N/A0.000%
7/23/2026 Yoder Wealth Management Inc.3,623$206K0.1%N/A0.000%
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7/23/2026 Confluence Wealth Services Inc.25,650$1.46M0.0%+38.3%0.000%
7/23/2026 Chris Bulman Inc3,905$223K0.1%N/A0.000%
7/22/2026 Exchange Traded Concepts LLC67,059$3.82M0.0%+10.9%0.001%
7/22/2026 Sippican Capital Advisors14,560$830K0.5%-7.8%0.000%
7/22/2026 Orca Wealth Management LLC35,087$2.00M1.2%+0.5%0.000%
7/22/2026 True North Advisors LLC264,025$15.04M1.4%-0.4%0.004%
7/22/2026 Monument Capital Management5,868$334K0.1%+8.4%0.000%
7/22/2026 Fortitude Advisory Group L.L.C.14,379$819K0.3%-3.8%0.000%
7/22/2026 Allegheny Financial Group18,004$1.03M0.1%+1.2%0.000%
7/22/2026 Peddock Capital Advisors LLC77,672$4.43M0.9%+0.5%0.001%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,613 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 ($28.45B), 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 3,059 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), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($45.33M), Capital International Investors ($42.86M), Capital World Investors ($31.31M), Deutsche Bank AG ($26.98M), Cardano Risk Management B.V. ($25.10M), and Vanguard Group Inc. ($23.35M).

Institutional investors have bought a total of 625,501,842 shares in the last 24 months. This purchase volume represents approximately $32.48B in transactions.

Of the 1,791 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 ($114.28M), Viking Global Investors LP ($27.70M), Cardano Risk Management B.V. ($22.47M), Bank of New York Mellon Corp ($22.38M), Dodge & Cox ($19.00M), Vanguard Group Inc. ($13.47M), and Price T Rowe Associates Inc. MD ($13.04M).

Institutional investors have sold a total of 427,301,158 shares in the last 24 months. This volume of shares sold represents approximately $22.00B in transactions.


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This page (NYSE:BAC) was last updated on 7/26/2026 by MarketBeat.com Staff.
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