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Bank of America (BAC) Institutional Ownership

Bank of America logo
$52.25 +0.45 (+0.87%)
As of 03:58 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)
2283
Total
Institutional Inflows
(last 12 months)
$33.13B
Number of
Institutional Sellers
(last 12 months)
1851
Total
Institutional Outflows
(last 12 months)
$22.21B
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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
5/26/2026Glenmede Trust Co. NA674,566$32.89M0.2%-9.1%0.010%
5/26/2026Summit Financial Wealth Advisors LLC16,792$819K0.1%+5.8%0.000%
5/26/2026Axiom Investment Management LLC25,541$1.25M0.9%N/A0.000%
5/22/2026 Groupama Asset Managment193,462$9.43M0.1%-54.5%0.003%
5/22/2026 WNY Asset Management LLC18,217$888K0.1%N/A0.000%
5/22/2026 Segall Bryant & Hamill LLC192,991$9.36M0.1%N/A0.003%
5/22/2026 Wellington Grp LLC11,918$581K0.2%+48.0%0.000%
5/22/2026 Verus Capital Partners LLC7,372$359K0.0%-15.5%0.000%
5/21/2026 Montchanin Asset Management LLC5,100$249K0.3%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC74,146$3.62M0.8%-12.1%0.001%
5/21/2026 GKV Capital Management Co. Inc.2,000$98K0.0%N/A0.000%
5/21/2026 Front Street Capital Management Inc.12,439$606K0.1%-3.4%0.000%
5/21/2026 Essential Partners LLC4,517$220K0.1%-11.9%0.000%
5/21/2026 Vestor Capital LLC114,387$5.58M0.4%-44.4%0.002%
5/21/2026 J. Derek Lewis & Associates Inc.24,010$1.17M0.3%+1.7%0.000%
5/20/2026 Hobbs Group Advisors LLC26,021$1.27M0.4%-5.8%0.000%
5/20/2026 January Capital Advisors LLC5,986$292K0.4%N/A0.000%
5/20/2026 Arete Wealth Advisors LLC54,123$2.64M0.2%-1.5%0.001%
5/20/2026 SOA Wealth Advisors LLC.8,313$405K0.0%-3.6%0.000%
5/19/2026 Western Wealth Management LLC97,332$4.75M0.2%+6.7%0.001%
5/19/2026 Financial Avengers Inc.170,934$8.33M3.8%-4.3%0.002%
5/19/2026 Sonoma Allocations LLC8,823$444K0.2%-15.4%0.000%
5/19/2026 Orographic Financial Advisors LLC21,675$1.06M0.7%N/A0.000%
5/19/2026 Silicon Valley Capital Partners212,293$10.35M1.0%-26.6%0.003%
5/19/2026 Cornerstone Wealth LLC TN8,012$422K0.2%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC11,008$537K0.2%+4.3%0.000%
5/19/2026 Royal Fund Management LLC7,500$366K0.0%-20.2%0.000%
5/19/2026 Ariadne Wealth Management LP8,254$402K0.2%-14.2%0.000%
5/19/2026 Hamilton Wealth LLC19,425$947K0.1%N/A0.000%
5/19/2026 Edgestream Partners L.P.96,658$4.71M0.2%+19.4%0.001%
5/19/2026 Kentucky Retirement Systems880,612$42.93M1.5%+108.0%0.012%
5/19/2026 JTC Employer Solutions Trustee Ltd223,005$10.87M0.9%-7.8%0.003%
5/19/2026 Chesapeake Wealth Management29,382$1.43M0.4%-4.0%0.000%
5/19/2026 Janus Henderson Group PLC2,397,763$116.88M0.1%+32.7%0.034%
5/19/2026 Oddo BHF Asset Management Sas9,636$470K0.0%-93.9%0.000%
5/19/2026 Bull Harbor Capital LLC62,505$3.05M0.8%N/A0.001%
5/19/2026 Strategic Investment Advisors MI22,247$1.09M0.1%+103.1%0.000%
5/19/2026 Ashton Thomas Securities LLC27,110$1.33M0.2%+13.7%0.000%
5/19/2026 South Dakota Investment Council77,494$3.78M0.1%+11.7%0.001%
5/19/2026 Encore Global Management LP40,000$1.95M1.4%N/A0.001%
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5/19/2026 Arete Wealth Advisors LLC18,358$895K0.1%-66.6%0.000%
5/19/2026 Opal Capital LLC26,848$1.31M0.2%+238.8%0.000%
5/18/2026 Sunbelt Securities Inc.29,564$1.44M0.1%-1.6%0.000%
5/18/2026 MSA Advisors LLC22,433$1.09M0.3%+12.2%0.000%
5/18/2026 Amundi42,385,115$2.07B0.6%+12.5%0.597%
5/18/2026 Empire Financial Management Company LLC128,155$6.25M1.4%-7.5%0.002%
5/18/2026 Talon Private Wealth LLC51,254$2.50M0.3%N/A0.001%
5/18/2026 California State Teachers Retirement System10,437,623$508.83M0.5%-4.2%0.147%
5/18/2026 Resources Management Corp CT ADV116,142$5.66M0.8%+1.9%0.002%
5/18/2026 Redwood Grove Capital LLC248,607$12.12M3.9%-5.0%0.004%
5/18/2026 Regal Partners Ltd2,630,869$128.26M7.0%+15.0%0.037%
5/18/2026 Empowered Funds LLC1,118,586$54.53M0.3%+126.6%0.016%
5/18/2026 Evelyn Partners Investment Management Europe Ltd33,295$1.62M0.6%-4.8%0.000%
5/18/2026 Evelyn Partners Investment Management LLP691,958$33.73M0.9%+7.7%0.010%
5/18/2026 Evelyn Partners Investment Management Services Ltd49,281$2.40M0.3%-2.7%0.001%
5/18/2026 Evercore Wealth Management LLC47,264$2.30M0.0%-6.3%0.001%
5/16/2026 Socorro Asset Management LP127,608$6.22M2.8%-16.3%0.002%
5/16/2026 IMG Wealth Management Inc.2,068$101K0.1%-59.9%0.000%
5/16/2026 Excelsior Advisor Network LLC29,407$1.43M0.5%-1.2%0.000%
5/16/2026 Copley Financial Group Inc.9,709$473K0.3%-7.8%0.000%
5/15/2026 Sculptor Capital LP2,232,655$108.84M1.1%+4.7%0.031%
5/15/2026 Gateway Wealth Partners LLC74,157$3.62M0.1%+238.2%0.001%
5/15/2026 Blue Chip Partners LLC100,762$4.91M0.4%-7.1%0.001%
5/15/2026 Quadcap Wealth Management LLC54,632$2.66M0.3%-1.0%0.001%
5/15/2026 Weiss Asset Management LP27,240$1.33M0.0%-54.5%0.000%
5/15/2026 Delta Global Management LP372,147$18.14M1.5%+2.6%0.005%
5/15/2026 OMERS ADMINISTRATION Corp4,974,157$242.49M1.6%+2.4%0.070%
5/15/2026 44 Wealth Management LLC11,380$555K0.2%-5.1%0.000%
5/15/2026 Themes Management Co LLC20,297$989K0.6%+17.0%0.000%
5/15/2026 Van Diest Capital LLC7,300$356K0.3%+66.3%0.000%
5/15/2026 Bradley Foster & Sargent Inc. CT292,347$14.25M0.2%-0.6%0.004%
5/15/2026 Lombard Odier Asset Management Switzerland SA312,658$15.24M0.6%+7.7%0.004%
5/15/2026 Matrix Private Capital Group LLC4,589$224K0.1%N/A0.000%
5/15/2026 Aristotle Atlantic Partners LLC440,698$21.48M1.0%-2.6%0.006%
5/15/2026 Waverly Advisors LLC582,978$28.42M0.2%+3.0%0.008%
5/15/2026 Van Den Berg Management I Inc.51,725$2.52M0.6%-12.3%0.001%
5/15/2026 Wealth Alliance LLC26,608$1.30M0.1%-13.1%0.000%
5/15/2026 Unisphere Establishment4,774,000$232.73M2.0%-15.3%0.067%
5/15/2026 Vivaldi Capital Management LP7,774$379K0.1%-3.0%0.000%
5/15/2026 Epoch Investment Partners Inc.1,787,953$87.16M0.5%-2.9%0.025%
5/15/2026 Empirical Finance LLC233,069$11.36M0.5%-0.2%0.003%
5/15/2026 Bridgewater Advisors Inc.45,034$2.25M0.1%-0.8%0.001%
5/15/2026 Boreal Capital Management LLC14,643$714K0.7%-4.9%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund11,797,936$575.15M0.9%+63.2%0.166%
5/14/2026 Dai ichi Life Insurance Company Ltd459,655$22.41M0.6%-18.7%0.006%
5/14/2026 Renaissance Technologies LLC1,384,787$67.51M0.1%N/A0.020%
5/14/2026 Bollard Group LLC192,945$9.41M0.3%+11.3%0.003%
5/14/2026 Gabelli Funds LLC259,500$12.65M0.1%-2.3%0.004%
5/14/2026 Gamco Investors INC. ET AL447,622$21.82M0.2%-6.6%0.006%
5/14/2026 Hilltop Holdings Inc.38,237$1.86M0.2%+51.3%0.001%
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5/14/2026 Morningstar Investment Management LLC38,527$1.88M0.1%+8.7%0.001%
5/14/2026 Pennington Partners & CO. LLC7,576$369K0.1%+4.2%0.000%
5/14/2026 GC Wealth Management RIA LLC137,644$6.71M0.3%+17.4%0.002%
5/14/2026 Public Employees Retirement System of Ohio2,677,676$130.54M0.4%-0.8%0.038%
5/14/2026 Compound Planning Inc.163,030$7.95M0.2%-7.5%0.002%
5/14/2026 Klingman & Associates LLC18,492$901K0.0%-2.0%0.000%
5/14/2026 Modern Wealth Management LLC64,621$3.18M0.1%-0.5%0.001%
5/14/2026 Keebeck Wealth Management13,431$655K0.1%-3.0%0.000%
5/14/2026 Arrowstreet Capital Limited Partnership10,881,052$530.45M0.3%-2.8%0.153%
5/14/2026 Caxton Associates LLP25,712$1.25M0.0%N/A0.000%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,595 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 3,046 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 640,273,939 shares in the last 24 months. This purchase volume represents approximately $33.13B in transactions.

Of the 1,851 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. ($22.44M), 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 432,048,905 shares in the last 24 months. This volume of shares sold represents approximately $22.21B in transactions.


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This page (NYSE:BAC) was last updated on 5/26/2026 by MarketBeat.com Staff.
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