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Bank of America (BAC) Institutional Ownership

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$53.61 +0.49 (+0.92%)
Closing price 03:59 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)
2355
Total
Institutional Inflows
(last 12 months)
$34.32B
Number of
Institutional Sellers
(last 12 months)
1924
Total
Institutional Outflows
(last 12 months)
$26.61B
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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
5/6/2026Zhang Financial LLC36,230$1.77M0.1%+90.8%0.001%
5/6/2026Simon Quick Advisors LLC428,627$20.90M1.0%-29.6%0.006%
5/6/2026FSA Advisors Inc.4,413$215K0.1%N/A0.000%
5/6/2026Kera Capital Partners Inc.7,777$379K0.0%+28.9%0.000%
5/6/2026Cornerstone Planning Group LLC3,192$170K0.0%+10.4%0.000%
5/6/2026Gryphon Financial Partners LLC42,837$2.09M0.2%+34.7%0.001%
5/6/2026Arcus Capital Partners LLC7,607$371K0.1%-13.8%0.000%
5/6/2026Modera Wealth Management LLC77,164$3.76M0.0%+1.6%0.001%
5/6/2026Townsend Asset Management Corp NC ADV9,619$469K0.2%+43.0%0.000%
5/6/2026Advisortrust Partners LLC14,402$702K0.3%-19.1%0.000%
5/6/2026Catalyst Capital Advisors LLC3,803$185K0.0%-37.3%0.000%
5/6/2026Assetmark Inc.738,069$35.98M0.1%-27.4%0.010%
5/6/2026PeakShares LLC2,856$139K0.1%+12.5%0.000%
5/6/2026Paradigm Capital Management LLC NV33,559$1.64M1.5%+1.9%0.000%
5/6/2026Gould Asset Management LLC CA12,247$597K0.1%+3.4%0.000%
5/6/2026AXS Investments LLC5,760$281K0.1%-6.3%0.000%
5/6/2026Clearstead Trust LLC7,762$378K0.1%-5.8%0.000%
5/6/2026Financiere des Professionnels Fonds d investissement inc.145,502$7.09M0.4%-35.4%0.002%
5/6/2026Avalon Trust Co11,203$546K0.0%+10.4%0.000%
5/6/2026 SteelPeak Wealth LLC107,240$5.23M0.2%-4.7%0.002%
5/6/2026 Allspring Global Investments Holdings LLC2,419,819$119.22M0.2%-25.9%0.034%
5/6/2026 Frisch Financial Group Inc.15,569$759K0.2%+1.3%0.000%
5/6/2026 Independent Financial Group LLC63,204$3.08M0.1%N/A0.001%
5/6/2026 Enterprise Financial Services Corp14,987$731K0.4%-1.4%0.000%
5/6/2026 Prosperity Consulting Group LLC82,882$4.04M0.2%+0.6%0.001%
5/6/2026 Frazier Financial Advisors LLC822$40K0.0%+313.1%0.000%
5/6/2026 Birchwood Financial Partners Inc.1,495$73K0.1%-12.5%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super476,994$23.25M0.4%N/A0.007%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co24,965$1.22M0.1%-6.4%0.000%
5/5/2026 Westover Capital Advisors LLC19,851$968K0.2%+15.5%0.000%
5/5/2026 Vectors Research Management LLC53,582$2.61M0.8%+1.3%0.001%
5/5/2026 Wealthfront Advisers LLC927,086$45.20M0.1%-0.9%0.013%
5/5/2026 RFG Bristol Wealth Advisors LLC20,585$1.00M0.3%-3.6%0.000%
5/5/2026 Navigation Group LLC22,459$1.10M0.3%N/A0.000%
5/5/2026 Beaumont Financial Advisors LLC71,648$3.49M0.2%-2.1%0.001%
5/5/2026 Twin Capital Management Inc.54,141$2.64M0.3%+23.5%0.001%
5/5/2026 Marks Group Wealth Management Inc7,675$374K0.0%+9.3%0.000%
5/5/2026 Bank of New York Mellon Corp40,965,635$2.00B0.4%-28.9%0.573%
5/5/2026 Illinois Municipal Retirement Fund411,719$20.07M0.3%+2.4%0.006%
5/5/2026 Gentry Private Wealth LLC13,553$661K0.4%+54.1%0.000%
5/5/2026 Journey Advisory Group LLC15,563$759K0.1%-10.9%0.000%
5/5/2026 Harmony Asset Management LLC49,675$2.42M0.7%+106.7%0.001%
5/5/2026 Geneos Wealth Management Inc.27,508$1.34M0.0%-30.4%0.000%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.122,490$5.97M0.0%-91.2%0.002%
5/5/2026 MASTERINVEST Kapitalanlage GmbH100,657$4.91M0.5%+7.0%0.001%
5/5/2026 Hudson Canyon Capital Management51,224$2.50M1.5%-0.6%0.001%
5/5/2026 NFSG Corp2,021$99K0.0%+50.0%0.000%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt321,751$15.68M0.6%+8.3%0.005%
5/5/2026 Ethos Financial Group LLC24,183$1.25M0.1%+0.9%0.000%
5/5/2026 Signet Financial Management LLC122,399$5.97M0.7%-0.7%0.002%
5/5/2026 SouthState Bank Corp253,378$12.35M0.6%-0.7%0.004%
5/5/2026 Sigma Planning Corp114,011$5.56M0.2%-1.2%0.002%
5/5/2026 Cornerstone Advisory LLC25,824$1.26M0.1%+2.2%0.000%
5/5/2026 Mill Capital Management LLC34,952$1.70M0.1%-0.6%0.000%
5/5/2026 Adell Harriman & Carpenter Inc.65,789$3.21M0.2%+3.4%0.001%
5/5/2026 1ST Source Bank100,448$4.90M0.3%+4.0%0.001%
5/5/2026 Checchi Capital Advisers LLC73,370$3.58M0.2%+4.1%0.001%
5/5/2026 Nwam LLC66,408$3.24M0.2%-0.6%0.001%
5/5/2026 Maryland State Retirement & Pension System330,698$16.12M0.3%-0.7%0.005%
5/5/2026 Hillsdale Investment Management Inc.95,680$4.66M0.1%-11.6%0.001%
5/5/2026 Hartford Funds Management Co LLC14,394$702K0.1%+38.9%0.000%
5/5/2026 Avantax Planning Partners Inc.107,237$5.23M0.1%-3.4%0.002%
5/4/2026 AMG National Trust Bank59,026$2.88M0.1%+29.1%0.001%
5/4/2026 Retirement Planning Group LLC15,388$750K0.0%+1.8%0.000%
5/4/2026 Sterling Group Wealth Management LLC4,170$203K0.1%N/A0.000%
5/4/2026 Legacy Capital Group California Inc.28,167$1.37M0.5%-25.6%0.000%
5/4/2026 Evernest Financial Advisors LLC18,285$962K0.2%-9.8%0.000%
5/4/2026 Check Capital Management Inc. CA12,032$587K0.0%-84.9%0.000%
5/4/2026 Bryn Mawr Trust Advisors LLC26,145$1.28M0.1%+27.1%0.000%
5/4/2026 Bleakley Financial Group LLC225,269$10.98M0.2%+2.9%0.003%
5/4/2026 Capital Management Associates NY2,000$98K0.2%-87.5%0.000%
5/4/2026 HBW Advisory Services LLC8,582$418K0.0%-3.3%0.000%
5/4/2026 State of Michigan Retirement System1,848,012$90.09M0.5%-1.4%0.026%
5/4/2026 NWF Advisory Services Inc.196,788$9.59M1.1%-4.6%0.003%
5/4/2026 TFR Capital LLC.21,613$1.05M0.3%+4.0%0.000%
5/4/2026 Principal Financial Group Inc.14,412,163$702.59M0.4%+3.5%0.202%
5/4/2026 Citizens National Bank Trust Department14,531$708K0.1%+5.5%0.000%
5/4/2026 Gratus Wealth Advisors LLC34,399$1.68M0.2%+16.8%0.000%
5/4/2026 Parr Mcknight Wealth Management Group LLC53,216$2.59M0.3%N/A0.001%
5/4/2026 AMF Tjanstepension AB9,562,619$466.18M3.1%+2.9%0.134%
5/4/2026 Triglav Investments D.O.O.111,820$5.45M0.4%-45.9%0.002%
5/4/2026 Y.D. More Investments Ltd22,192$1.08M0.0%-3.3%0.000%
5/4/2026 J. Safra Sarasin Holding AG257,772$12.54M0.2%+840.2%0.004%
5/4/2026 Applied Finance Capital Management LLC394,097$19.21M1.4%-9.9%0.006%
5/4/2026 Tradewinds LLC.26,325$1.40M0.5%-3.8%0.000%
5/4/2026 Lifeworks Advisors LLC4,226$206K0.0%-9.0%0.000%
5/4/2026 Procyon Advisors LLC22,558$1.10M0.0%-10.2%0.000%
5/2/2026 Citizens Business Bank144,146$7.03M1.2%-0.8%0.002%
5/2/2026 Navigate Wealth Management LLC3,802$203K0.1%N/A0.000%
5/2/2026 LGT Fund Management Co Ltd.183,690$8.96M0.4%+22.7%0.003%
5/2/2026 Global Assets Advisory LLC8,037$392K0.1%+17.6%0.000%
5/2/2026 International Assets Investment Management LLC326,628$15.92M0.4%-0.4%0.005%
5/2/2026 Trifecta Capital Advisors LLC5,500$268K0.0%-5.2%0.000%
5/2/2026 Anchor Investment Management LLC78,518$3.83M0.3%+1.9%0.001%
5/2/2026 Associated Banc Corp371,866$18.13M0.5%+2.0%0.005%
5/2/2026 Valmark Advisers Inc.21,808$1.06M0.0%+12.8%0.000%
5/2/2026 Carnegie Investment Counsel625,930$29.06M0.6%+13.8%0.009%
5/2/2026 UNIVEST FINANCIAL Corp159,624$7.78M0.4%+6.9%0.002%
5/1/2026 Welch & Forbes LLC976,595$47.61M0.6%-1.4%0.014%
5/1/2026 Seneca House Advisors23,330$1.14M0.5%-3.8%0.000%


BAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAC shares?

During the previous two years, 3,596 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.

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

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

Which institutional investors have been buying Bank of America's stock?

Of the 3,056 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), Vanguard Group Inc. ($59.48M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($45.33M), Capital International Investors ($42.86M), Capital World Investors ($31.47M), Deutsche Bank AG ($26.98M), and Cardano Risk Management B.V. ($25.10M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 672,421,464 shares in the last 24 months. This purchase volume represents approximately $34.32B in transactions.

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

Of the 1,917 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), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($42.23M), Price T Rowe Associates Inc. MD ($30.61M), Vanguard Group Inc. ($30.11M), Dodge & Cox ($29.05M), Viking Global Investors LP ($27.70M), and Cardano Risk Management B.V. ($22.44M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 538,752,362 shares in the last 24 months. This volume of shares sold represents approximately $26.59B in transactions.



This page (NYSE:BAC) was last updated on 5/6/2026 by MarketBeat.com Staff.
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