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Bank of America (BAC) Institutional Ownership

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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)
1751
Total
Institutional Inflows
(last 12 months)
$17.76B
Number of
Institutional Sellers
(last 12 months)
1484
Total
Institutional Outflows
(last 12 months)
$7.89B
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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
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.17,130$650K0.0%-6.4%0.000%
4/26/2024First National Trust Co189,475$7.19M0.3%-4.8%0.002%
4/26/2024Sage Rhino Capital LLC5,279$200K0.0%N/A0.000%
4/26/2024Mitchell & Pahl Private Wealth LLC28,767$1.09M0.6%-6.9%0.000%
4/26/2024Guardian Investment Management85,548$3.24M2.5%+6.2%0.001%
4/26/2024Quantum Financial Advisors LLC8,313$315K0.1%-6.0%0.000%
4/26/2024Members Trust Co5,392$204K0.0%N/A0.000%
4/26/2024SYSTM Wealth Solutions LLC79,220$3.00M0.4%-10.3%0.001%
4/26/2024Sumitomo Life Insurance Co.105,199$3.99M0.1%+8.6%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.862,892$32.72M0.7%N/A0.011%
4/26/2024MONECO Advisors LLC20,639$783K0.1%-19.9%0.000%
4/26/2024LifePro Asset Management39,050$1.48M1.0%-4.4%0.000%
4/26/2024TI Trust Inc.8,646$328K0.2%N/A0.000%
4/26/2024KG&L Capital Management LLC105,383$4.00M1.6%-10.0%0.001%
4/26/2024Verdence Capital Advisors LLC93,830$3.56M0.3%-3.0%0.001%
4/26/2024Financial Insights Inc.10,479$397K0.1%-22.0%0.000%
4/26/2024Checchi Capital Advisers LLC70,657$2.68M0.2%-1.1%0.001%
4/26/2024Acute Investment Advisory LLC7,104$269K0.2%-13.1%0.000%
4/26/2024Tritonpoint Wealth LLC84,557$2.95M0.3%-8.0%0.001%
4/26/2024Meridian Wealth Management LLC31,384$1.19M0.2%-5.2%0.000%
4/25/2024Jacobsen Capital Management7,188$273K0.1%-16.8%0.000%
4/25/2024Lindbrook Capital LLC53,195$2.02M0.2%+2.5%0.001%
4/25/2024New York State Teachers Retirement System7,013,507$265.95M0.6%-3.6%0.089%
4/25/2024Fee Only Financial Planning L.C.35,117$1.33M0.9%-2.2%0.000%
4/25/2024Financial Architects LLC7,100$269K0.2%N/A0.000%
4/25/2024Bank of New York Mellon Corp52,867,957$2.00B0.4%-4.4%0.670%
4/25/2024Borer Denton & Associates Inc.214,152$8.12M2.9%-2.3%0.003%
4/25/2024Kinneret Advisory LLC132,019$5.01M0.5%-0.3%0.002%
4/25/2024Osborne Partners Capital Management LLC8,547$324K0.0%+43.5%0.000%
4/25/2024Equitable Trust Co.296,035$11.23M0.8%+4.4%0.004%
4/25/2024Smith Chas P & Associates PA Cpas10,289$390K0.0%-32.8%0.000%
4/25/2024Glassy Mountain Advisors Inc.92,096$3.49M1.3%+1.9%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 3,183,544$120.72M0.4%+0.3%0.040%
4/25/2024Benedict Financial Advisors Inc.16,317$619K0.2%-4.4%0.000%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund1,086,270$41.19M0.5%+1.7%0.014%
4/25/2024Investment Advisory Services Inc. TX ADV46,536$1.77M0.6%-3.6%0.001%
4/25/2024Aaron Wealth Advisors LLC38,714$1.47M0.2%+41.8%0.000%
4/25/2024Eudaimonia Partners LLC10,200$387K0.1%-2.7%0.000%
4/25/2024Eudaimonia Advisors LLC22,086$838K0.4%-1.8%0.000%
4/25/2024Tilson Financial Group Inc.11,559$438K0.2%-6.0%0.000%
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4/25/2024 Greylin Investment Management Inc252,067$9.56M1.5%-0.4%0.003%
4/25/2024 Freedom Day Solutions LLC11,289$428K0.2%-5.7%0.000%
4/25/2024 IMA Wealth Inc.38,314$1.45M0.7%N/A0.000%
4/25/2024 Summit Financial LLC19,257$730K0.0%-11.8%0.000%
4/25/2024 Albert D Mason Inc.17,501$664K0.4%-1.6%0.000%
4/24/2024 Krilogy Financial LLC34,773$1.32M0.1%+5.7%0.000%
4/24/2024 Patton Albertson Miller Group LLC149,070$5.65M0.8%+11.7%0.002%
4/24/2024 Family Legacy Inc.57,481$2.18M0.8%+2.9%0.001%
4/24/2024 CENTRAL TRUST Co260,837$9.89M0.2%-4.6%0.003%
4/24/2024 Activest Wealth Management1,875$71K0.0%N/A0.000%
4/24/2024 Berkshire Bank77,684$2.95M0.7%-5.7%0.001%
4/24/2024 Newbridge Financial Services Group Inc.6,728$255K0.1%N/A0.000%
4/24/2024 Pinnacle Wealth Management Group Inc.11,160$423K0.3%-3.8%0.000%
4/24/2024 Pegasus Partners Ltd.41,291$1.57M0.2%+1.2%0.001%
4/24/2024 Premier Path Wealth Partners LLC42,076$1.60M0.3%+5.7%0.001%
4/24/2024 Hedges Asset Management LLC28,300$1.07M0.8%+11.9%0.000%
4/24/2024 Zullo Investment Group Inc.14,831$562K0.3%-2.7%0.000%
4/24/2024 HMS Capital Management LLC6,275$238K0.1%N/A0.000%
4/24/2024 Pitti Group Wealth Management LLC24,450$889K1.0%-4.0%0.000%
4/24/2024 Hartford Financial Management Inc.52,577$1.99M0.4%-3.4%0.001%
4/24/2024 Marino Stram & Associates LLC17,130$650K0.2%-6.1%0.000%
4/24/2024 Dakota Wealth Management190,243$7.21M0.2%+1.2%0.002%
4/24/2024 SOL Capital Management CO123,477$4.68M0.6%-5.5%0.002%
4/24/2024 Simplicity Wealth LLC161,823$6.14M0.1%+2,332.7%0.002%
4/24/2024 NBT Bank N A NY50,112$1.90M0.1%-3.7%0.001%
4/24/2024 Ackerman Capital Advisors LLC7,011$266K0.1%N/A0.000%
4/24/2024 Childress Capital Advisors LLC55,902$2.12M0.6%+146.3%0.001%
4/24/2024 Spire Wealth Management81,454$3.09M0.1%+8.8%0.001%
4/24/2024 Buttonwood Financial Advisors Inc.34,389$1.30M0.6%-0.8%0.000%
4/24/2024 Gemmer Asset Management LLC13,052$495K0.1%-7.2%0.000%
4/24/2024 Essex Financial Services Inc.112,323$4.26M0.4%+7.5%0.001%
4/24/2024 Bar Harbor Wealth Management117,881$4.47M0.3%+4.8%0.001%
4/24/2024 West Branch Capital LLC38,453$1.46M0.6%+15.3%0.000%
4/23/2024 Bell Bank17,376$659K0.1%+10.3%0.000%
4/23/2024 Godsey & Gibb Inc.4,328$164K0.0%-12.2%0.000%
4/23/2024 Charter Oak Capital Management LLC5,428$206K0.0%N/A0.000%
4/23/2024 Iowa State Bank43,701$1.66M0.4%+340.1%0.001%
4/23/2024 Triad Wealth Partners LLC5,929$225K0.2%N/A0.000%
4/23/2024Busey Bank46,793$1.77M0.1%-1.4%0.001%
4/23/2024 Precedent Wealth Partners LLC27,057$1.03M0.4%+10.9%0.000%
4/23/2024 Global Retirement Partners LLC98,584$3.74M0.1%-0.6%0.001%
4/23/2024 Swisher Financial Concepts Inc.5,901$214K0.2%-7.7%0.000%
4/23/2024 Covenant Asset Management LLC26,216$994K0.2%-9.8%0.000%
4/23/2024 Sweet Financial Partners LLC20,659$783K0.2%+5.8%0.000%
4/23/2024 Fishman Jay A Ltd. MI24,000$910K0.1%-61.1%0.000%
4/23/2024 Louisiana State Employees Retirement System400,800$15.20M0.3%-3.7%0.005%
4/23/2024 Sage Mountain Advisors LLC256,422$9.72M1.0%+1.3%0.003%
4/23/2024 Wealth Advisory Solutions LLC8,655$328K0.1%-35.1%0.000%
4/23/2024 United Asset Strategies Inc.357,425$13.55M1.4%+9.3%0.005%
4/23/2024 WASHINGTON TRUST Co321,137$12.18M0.4%-7.1%0.004%
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4/23/2024 Canvas Wealth Advisors LLC19,278$679K0.2%-6.1%0.000%
4/23/2024 Asset Planning Services Inc. LA ADV132,325$5.02M2.8%+1.7%0.002%
4/23/2024 Community Financial Services Group LLC112,718$4.27M1.0%N/A0.001%
4/23/2024 Live Oak Private Wealth LLC389,160$14.76M2.6%-0.1%0.005%
4/23/2024 Spectrum Asset Management Inc. NB CA 5,797$220K0.1%N/A0.000%
4/23/2024 Amalgamated Bank1,428,209$54.16M0.5%-14.5%0.018%
4/23/2024 Nations Financial Group Inc. IA ADV22,043$836K0.1%+3.0%0.000%
4/23/2024 Gradient Investments LLC834,230$31.63M0.7%-3.1%0.011%
4/23/2024 New Mexico Educational Retirement Board346,854$13.15M0.5%-3.9%0.004%
4/23/2024 TrueWealth Advisors LLC8,085$307K0.1%-11.4%0.000%
(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, 2,945 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), Bank of New York Mellon Corp ($2.00B), and Northern Trust Corp ($1.85B).Learn more on BAC's institutional investors.

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

70.71% 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 2,544 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 ($110.91M), Bank Julius Baer & Co. Ltd Zurich ($97.87M), Price T Rowe Associates Inc. MD ($72.28M), Fisher Asset Management LLC ($42.69M), Parnassus Investments LLC ($37.59M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($29.20M), and Berkshire Hathaway Inc ($22.75M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 891,596,875 shares in the last 24 months. This purchase volume represents approximately $27.93B in transactions.

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

Of the 2,021 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 ($21.44M), Altshuler Shaham Ltd ($20.35M), Arrowstreet Capital Limited Partnership ($17.36M), ING Groep NV ($14.49M), and Bank of New York Mellon Corp ($13.77M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 521,565,613 shares in the last 24 months. This volume of shares sold represents approximately $16.60B in transactions.


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This page (NYSE:BAC) was last updated on 4/26/2024 by MarketBeat.com Staff

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