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Bank of America (BAC) Institutional Ownership

Bank of America logo
$62.64 -0.40 (-0.63%)
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)
2155
Total
Institutional Inflows
(last 12 months)
$72.25B
Number of
Institutional Sellers
(last 12 months)
1641
Total
Institutional Outflows
(last 12 months)
$20.21B
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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
9/4/2026Parkside Financial Bank & Trust58,640$3.34M0.2%+0.5%0.001%
9/2/2026 Second Line Capital LLC10,801$615K0.1%-4.2%0.000%
9/2/2026 Range Advisory LLC19,675$1.12M0.1%+52.9%0.000%
8/28/2026 Cornerstone Financial Management LLC3,901$222K0.2%+8.5%0.000%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co8,058$459K0.2%N/A0.000%
8/26/2026 Principia Wealth Advisory LLC530$30K0.0%+69.9%0.000%
8/26/2026 Amundi36,615,958$2.09B0.5%-13.6%0.524%
8/26/2026 Wellington Grp LLC17,488$996K0.3%+46.7%0.000%
8/26/2026 Brown Financial Advisors30,490$1.74M0.6%-2.7%0.000%
8/26/2026 HighTower Advisors LLC6,935,356$395.18M0.4%+5.5%0.099%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al880,569$50.18M0.3%N/A0.013%
8/24/2026 California State Teachers Retirement System586,149,556$33.40B0.1%+5,515.7%8.382%
8/23/2026 Tanager Wealth Management LLP3,742$213K0.0%N/A0.000%
8/23/2026 Studio Investment Management LLC52,576$3.00M0.5%-2.3%0.001%
8/23/2026 Washington Trust Advisors Inc.4,931$281K0.0%-6.7%0.000%
8/23/2026 Guardian Wealth Advisors LLC NC38,743$2.21M0.1%-3.3%0.001%
8/23/2026 Wedmont Private Capital76,386$4.56M0.1%+6.1%0.001%
8/23/2026 Kintra Wealth LLC46,306$2.64M0.1%+21.3%0.001%
8/23/2026 POM Investment Strategies LLC1,893$108K0.1%-72.2%0.000%
8/23/2026 Widmann Financial Services Inc.11,308$644K0.3%+73.8%0.000%
8/23/2026 Beaird Harris Wealth Management LLC3,082$176K0.0%+36.2%0.000%
8/23/2026 Operose Advisors LLC20,516$1.17M0.2%-5.0%0.000%
8/23/2026 Ameliora Wealth Management Ltd.6,517$371K0.1%-3.0%0.000%
8/23/2026 HB Wealth Management LLC536,760$30.59M0.2%+25.5%0.008%
8/23/2026 Nilsine Partners LLC81,096$4.62M0.3%+115.0%0.001%
8/23/2026 Nvest Financial LLC8,356$476K0.2%-3.2%0.000%
8/23/2026 Saudi Central Bank475,191$27.08M0.3%+87.9%0.007%
8/23/2026 Hutchens & Kramer Investment Management Group LLC3,541$202K0.1%N/A0.000%
8/23/2026 Chico Wealth RIA3,646$208K0.1%N/A0.000%
8/23/2026 Fortitude Advisory Group L.L.C.14,379$819K0.3%-3.8%0.000%
8/23/2026 Azimuth Capital Investment Management LLC584,771$33.32M1.1%-2.3%0.008%
8/23/2026 Kaydan Wealth Management Inc.4,005$228K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC131,295$7.48M3.7%N/A0.002%
8/22/2026 Compass Financial Management LLC30,227$1.88M0.2%N/A0.000%
8/22/2026 NBH Bank19,352$1.10M0.5%N/A0.000%
8/22/2026 AlphaGrep UK Ltd9,743$555K0.2%N/A0.000%
8/22/2026 William John Sempolinski16,030$913K0.4%N/A0.000%
8/22/2026 MW Advisory LLC8,843$504K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC25,282$1.44M0.5%N/A0.000%
8/22/2026 Markowski Investments3,067$175K0.0%N/A0.000%
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8/22/2026 Old Mission Investment Co LLC46,018$2.62M0.5%N/A0.001%
8/22/2026 Montgomery Financial Services LLC1,717$98K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,000$57K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC10,473$597K0.3%+160.1%0.000%
8/22/2026 Invested Advisors6,569$374K0.3%-4.2%0.000%
8/22/2026 Blalock Williams LLC7,767$443K0.3%+7.4%0.000%
8/22/2026 Elevation Wealth Management LLC10,096$575K0.4%+12.0%0.000%
8/22/2026 Plan A Wealth LLC4,987$284K0.1%-6.2%0.000%
8/22/2026 Shum Financial Group Inc.4,267$243K0.1%N/A0.000%
8/22/2026 Investor s Fiduciary Advisor Network LLC10,152$578K0.2%-20.2%0.000%
8/22/2026 Copley Financial Group Inc.6,543$373K0.2%-32.6%0.000%
8/22/2026 Tudor Financial Inc.20,848$1.19M0.5%+663.7%0.000%
8/22/2026 NWF Advisory Services Inc.193,197$11.01M1.0%-1.8%0.003%
8/22/2026 Rogco LP20,546$1.17M0.4%-8.9%0.000%
8/22/2026 Syon Capital LLC107,743$6.14M0.3%+12.1%0.002%
8/22/2026 TD Waterhouse Canada Inc.1,116,080$65.16M0.2%+1.0%0.016%
8/22/2026 Premier Path Wealth Partners LLC66,237$3.77M0.4%+12.0%0.001%
8/22/2026 United Community Bank13,183$751K0.2%-4.4%0.000%
8/22/2026 Concurrent Investment Advisors LLC892,594$50.86M0.4%+6.8%0.013%
8/22/2026 NEOS Investment Management LLC1,077,175$61.38M0.2%+11.1%0.015%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC13,968$796K0.1%-4.5%0.000%
8/21/2026 Carter Financial Group INC.5,874$335K0.2%-3.9%0.000%
8/21/2026 iSAM Funds UK Ltd10,600$604K0.4%-82.0%0.000%
8/21/2026 Athena Investment Management25,025$1.43M0.8%-14.9%0.000%
8/21/2026 Smallwood Wealth Investment Management LLC1,592$91K0.0%-15.9%0.000%
8/21/2026 Greenspring Advisors LLC14,236$811K0.0%+4.3%0.000%
8/21/2026 Aletheian Wealth Advisors LLC5,422$309K0.1%+11.1%0.000%
8/21/2026 Paragon Private Wealth Management LLC12,028$685K0.2%+9.3%0.000%
8/21/2026 Continuum Advisory LLC15,135$862K0.1%-27.0%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC37,953$2.16M0.5%-3.3%0.001%
8/21/2026 Orion Capital Management LLC18,136$1.03M0.3%-5.2%0.000%
8/21/2026 Nykredit A S1,657,552$94.45M0.3%N/A0.024%
8/21/2026 Thrive Wealth Management LLC11,737$669K0.1%-3.5%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG757,641$43.17M0.4%+10.2%0.011%
8/21/2026 MBA Advisors LLC10,240$583K0.2%+4.7%0.000%
8/21/2026 Live Oak Private Wealth LLC344,965$19.66M2.6%-6.7%0.005%
8/21/2026 Emergent Wealth Advisors LLC6,888$358K0.2%+9.7%0.000%
8/21/2026 Pacifica Partners Inc.92,688$5.44M1.6%-1.4%0.001%
8/21/2026 PFG Private Wealth Management LLC4,556$260K0.1%+7.5%0.000%
8/21/2026 Sunburst Financial Group LLC3,874$221K0.0%N/A0.000%
8/21/2026 Natural Investments LLC21,992$1.25M0.3%+12.8%0.000%
8/21/2026 SkyOak Wealth LLC33,987$1.94M0.3%-3.1%0.000%
8/21/2026 XML Financial LLC195,580$11.14M0.8%-3.2%0.003%
8/21/2026 Beacon Financial Advisory LLC11,445$652K0.1%+6.8%0.000%
8/21/2026 KFA Private Wealth Group LLC4,941$282K0.1%-12.3%0.000%
8/21/2026 Symphony Financial Ltd. Co.18,548$1.07M0.1%+10.9%0.000%
8/21/2026 Secure Asset Management LLC59,880$3.41M0.5%+4.3%0.001%
8/21/2026 Banco de Sabadell S.A103,797$5.92M3.5%+1.0%0.001%
8/21/2026 Chesapeake Wealth Management29,778$1.70M0.5%+1.3%0.000%
8/21/2026 Nan Shan Life Insurance Co. Ltd.981,342$55.92M1.8%+73.4%0.014%
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8/21/2026 Bedel Financial Consulting Inc.16,456$938K0.1%+1.1%0.000%
8/21/2026 Triumph Capital Management1,856$106K0.0%+25.2%0.000%
8/21/2026 Legacy Financial Advisors Inc.56,504$3.22M0.4%+3.1%0.001%
8/20/2026 Cooper Haims Advisors LLC8,642$492K0.2%-5.4%0.000%
8/20/2026 Proficio Capital Partners LLC27,157$1.55M0.1%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas31,240$1.78M0.3%-0.6%0.000%
8/20/2026 Nwam LLC35,676$2.03M0.1%-46.3%0.001%
8/20/2026 Teza Capital Management LLC34,480$1.97M3.8%-0.7%0.000%
8/20/2026 Clifford Swan Investment Counsel LLC35,741$2.04M0.1%-5.6%0.001%
8/20/2026 Rehmann Capital Advisory Group43,599$2.48M0.1%+2.3%0.001%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,644 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Vanguard Group Inc. ($35.81B), California State Teachers Retirement System ($33.40B), Berkshire Hathaway Inc ($27.54B), Geode Capital Management LLC ($8.47B), Capital World Investors ($7.77B), Price T Rowe Associates Inc. MD ($5.86B), and Norges Bank ($4.77B).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 3,105 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: California State Teachers Retirement System ($576.38M), 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), and Capital International Investors ($42.86M).

Institutional investors have bought a total of 1,293,679,320 shares in the last 24 months. This purchase volume represents approximately $72.25B in transactions.

Of the 1,641 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 381,061,616 shares in the last 24 months. This volume of shares sold represents approximately $20.21B in transactions.


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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 9/4/2026. New 13F filings are added each quarter as they're published.
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