Free Trial
→ Elon’s BIGGEST warning yet? (From Brownstone Research) (Ad) Free BAC Stock Alerts

Bank of America (BAC) Institutional Ownership

Bank of America logo
$47.04 +1.01 (+2.20%)
Closing price 03:59 PM Eastern
Extended Trading
$47.01 -0.03 (-0.07%)
As of 05:07 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 Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Bank of America (NYSE:BAC)

Current
Institutional Ownership
Percentage
70.71%
Number of
Institutional Buyers
(last 12 months)
2004
Total
Institutional Inflows
(last 12 months)
$21.42B
Number of
Institutional Sellers
(last 12 months)
1741
Total
Institutional Outflows
(last 12 months)
$28.23B
Get BAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bank of America stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/17/2025Coastline Trust Co38,557$1.83M0.2%-8.5%0.001%
7/17/2025Fort Washington Investment Advisors Inc. OH5,960,049$282.03M1.6%+0.8%0.079%
7/17/2025Stockman Wealth Management Inc.256,347$12.13M1.6%+2.7%0.003%
7/17/2025Financial Partners Group LLC41,371$1.96M0.7%-3.9%0.001%
7/17/2025Barry Investment Advisors LLC5,444$258K0.1%-39.8%0.000%
7/17/2025Guardian Investment Management72,268$3.42M3.4%+1.4%0.001%
7/17/2025Worth Financial Advisory Group LLC17,775$841K0.5%-5.0%0.000%
7/17/2025Willow Creek Wealth Management Inc.6,718$318K0.0%-10.9%0.000%
7/17/2025Avior Wealth Management LLC86,447$4.09M0.1%+28.2%0.001%
7/17/2025Lakewood Asset Management LLC84,567$4.00M2.7%-1.1%0.001%
7/17/2025Uncommon Cents Investing LLC22,736$1.08M0.3%-1.6%0.000%
7/17/2025Charles Schwab Trust Co11,587$548K0.0%+40.0%0.000%
7/17/2025Hengehold Capital Management LLC8,558$405K0.0%+7.3%0.000%
7/17/2025TBH Global Asset Management LLC10,869$514K0.1%-21.3%0.000%
7/17/2025Blossom Wealth Management15,257$722K1.3%+3.8%0.000%
7/17/2025KG&L Capital Management LLC105,889$5.01M1.5%+1.9%0.001%
7/17/2025CogentBlue Wealth Advisors LLC4,446$210K0.2%N/A0.000%
7/17/2025Tempus Wealth Planning LLC31,985$1.51M0.4%+1.9%0.000%
7/17/2025LVW Advisors LLC24,470$1.16M0.1%-16.0%0.000%
7/16/2025Spirepoint Private Client LLC17,105$809K0.1%+2.6%0.000%
7/16/2025Diversified Enterprises LLC27,819$1.32M0.1%-2.5%0.000%
7/16/2025Cahaba Wealth Management Inc.10,496$497K0.0%-10.2%0.000%
7/16/2025Eastover Investment Advisors LLC4,470$212K0.1%N/A0.000%
7/16/2025Ascent Capital Management LLC5,524$261K0.2%+12.5%0.000%
7/16/2025Townsend Asset Management Corp NC ADV9,593$454K0.2%-2.3%0.000%
7/16/2025West Branch Capital LLC62,701$2.97M0.9%+5.4%0.001%
7/16/2025Twelve Points Wealth Management LLC4,413$209K0.1%-10.2%0.000%
7/16/2025Signaturefd LLC200,282$9.48M0.2%+21.6%0.003%
7/16/2025First American Bank220,375$10.43M0.7%+0.4%0.003%
7/16/2025Gradient Capital Advisors LLC22,791$1.08M0.3%-2.0%0.000%
7/16/2025Rainier Family Wealth Inc.6,396$303K0.3%+3.9%0.000%
7/16/2025Highline Wealth Partners LLC621$29K0.0%-46.3%0.000%
7/16/2025Meridian Investment Counsel Inc.82,129$3.89M1.1%-0.8%0.001%
7/16/2025Augustine Asset Management Inc.28,856$1.37M0.4%-0.9%0.000%
7/16/2025Ipswich Investment Management Co. Inc.4,250$201K0.0%N/A0.000%
7/16/2025State of Alaska Department of Revenue737,578$34.90M0.4%-5.0%0.010%
7/16/2025Old Port Advisors16,156$765K0.2%-5.2%0.000%
7/16/2025Patton Fund Management Inc.5,549$263K0.2%N/A0.000%
7/16/2025Kathmere Capital Management LLC35,867$1.70M0.1%+11.5%0.000%
7/16/2025True North Advisors LLC68,867$3.26M0.6%-17.2%0.001%
Banks aren’t ready for this altcoin—are you? (Ad)

The Secret Crypto That Billionaires Are Hoarding When these hit, the current price will look like pocket change.

Discover the protocol that crypto whales are secretly accumulating...
7/16/2025Vision Capital Management Inc.106,507$5.04M0.7%+8.7%0.001%
7/16/2025Destiny Wealth Partners LLC9,172$434K0.1%+37.4%0.000%
7/16/2025ST Germain D J Co. Inc.9,308$440K0.0%-5.2%0.000%
7/16/2025Swisher Financial Concepts Inc.5,121$242K0.2%N/A0.000%
7/16/2025Falcon Wealth Planning44,322$2.10M0.2%+2.3%0.001%
7/16/2025Novem Group9,994$473K0.1%+4.6%0.000%
7/16/2025Beaumont Financial Advisors LLC83,528$3.95M0.3%+1.1%0.001%
7/16/2025Five Oceans Advisors12,330$583K0.2%+3.4%0.000%
7/16/2025EdgeRock Capital LLC7,123$338K0.1%+10.2%0.000%
7/16/2025Patron Partners LLC13,399$634K0.3%+8.9%0.000%
7/16/2025LS Investment Advisors LLC273,351$12.94M1.9%-0.8%0.004%
7/16/2025TCI Wealth Advisors Inc.10,491$496K0.0%-13.2%0.000%
7/16/2025Crown Wealth Group LLC6,920$327K0.1%+13.8%0.000%
7/16/2025Holland Advisory Services Inc.4,396$208K0.3%N/A0.000%
7/16/2025Hartford Investment Management Co.395,457$18.71M0.6%-2.1%0.005%
7/16/2025Bank Pictet & Cie Europe AG641,568$30.36M0.6%-17.7%0.009%
7/16/2025Traveka Wealth LLC8,404$398K0.2%-31.4%0.000%
7/16/2025Morangie Management LLC93,239$4.41M3.8%+34.3%0.001%
7/16/2025Banque Pictet & Cie SA829,613$39.26M0.3%-26.1%0.011%
7/16/2025Essex Financial Services Inc.127,580$6.04M0.4%+8.5%0.002%
7/16/2025Dakota Wealth Management240,400$11.38M0.2%-3.3%0.003%
7/16/2025Ruffer LLP2,883,749$136.45M6.0%+30.2%0.038%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH965,998$45.71M1.3%+6.8%0.013%
7/16/2025Octavia Wealth Advisors LLC52,321$2.48M0.3%-3.9%0.001%
7/16/2025Kennedy Investment Group52,951$2.51M1.1%-1.3%0.001%
7/16/2025Plancorp LLC103,822$4.91M0.2%+0.2%0.001%
7/16/2025Motive Wealth Advisors5,705$270K0.1%+17.9%0.000%
7/16/2025Exeter Financial LLC67,162$3.18M1.4%+1.2%0.001%
7/15/2025 Jeppson Wealth Management LLC55,465$2.63M0.9%+4.3%0.001%
7/15/2025 LeConte Wealth Management LLC7,017$332K0.2%N/A0.000%
7/15/2025 First City Capital Management Inc.54,143$2.56M1.5%-0.5%0.001%
7/15/2025 Sightline Wealth Advisors LLC4,808$228K0.1%N/A0.000%
7/15/2025 Palumbo Wealth Management LLC50,680$2.40M0.7%+7.3%0.001%
7/15/2025 Pitti Group Wealth Management LLC22,375$1.06M0.9%-1.6%0.000%
7/15/2025 Cora Capital Advisors LLC6,852$324K0.1%+15.1%0.000%
7/15/2025 Beacon Investment Advisory Services Inc.13,562$642K0.0%-15.3%0.000%
7/15/2025 Cassia Capital Partners LLC23,998$1.14M0.7%+4.0%0.000%
7/15/2025 Postrock Partners LLC9,721$460K0.2%+4.9%0.000%
7/15/2025 Signet Financial Management LLC125,300$5.93M0.7%+0.3%0.002%
7/15/2025 Wealth Effects LLC24,837$1.18M0.4%+10.2%0.000%
7/15/2025 Smith & Howard Wealth Management LLC6,258$296K0.1%-20.8%0.000%
7/15/2025 Mather Group LLC.35,370$1.67M0.0%-6.2%0.000%
7/15/2025 Foster Victor Wealth Advisors LLC11,488$538K0.0%+3.1%0.000%
7/15/2025 Public Employees Retirement System of Ohio2,832,873$134.05M0.5%+1.9%0.038%
7/15/2025 EWG Elevate Inc.4,953$234K0.1%N/A0.000%
7/15/2025 Lynch & Associates IN144,784$6.85M1.4%+0.9%0.002%
7/15/2025 Kentucky Trust Co11,333$536K0.3%-2.3%0.000%
7/15/2025 Alhambra Investment Management LLC9,281$439K0.2%+10.4%0.000%
7/15/2025 Buttonwood Financial Advisors Inc.13,735$650K0.3%-49.3%0.000%
7/15/2025 IMS Capital Management43,209$2.05M1.0%N/A0.001%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
7/15/2025 Financial Management Professionals Inc.11,185$529K0.1%-2.6%0.000%
7/15/2025 Ballentine Partners LLC155,875$7.38M0.1%+3.0%0.002%
7/15/2025 Cigna Investments Inc. New68,010$3.22M0.5%+1.0%0.001%
7/15/2025 tru Independence LLC179,262$8.48M2.5%-1.9%0.002%
7/15/2025 BCS Wealth Management25,318$1.20M0.3%+237.1%0.000%
7/15/2025 Norden Group LLC92,430$4.37M0.5%+3.8%0.001%
7/15/2025 Ridgecrest Wealth Partners LLC12,617$597K0.3%-9.1%0.000%
7/15/2025 Accurate Wealth Management LLC38,731$1.82M0.3%+9.6%0.001%
7/15/2025 Axis Wealth Partners LLC9,260$438K0.3%+9.6%0.000%
7/15/2025 Cranbrook Wealth Management LLC782$37K0.0%-25.5%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, 3,275 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Berkshire Hathaway Inc ($29.90B), Vanguard Group Inc. ($26.76B), Geode Capital Management LLC ($6.24B), Norges Bank ($5.23B), Price T Rowe Associates Inc. MD ($4.38B), Capital World Investors ($3.88B), and Northern Trust Corp ($2.81B).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 2,727 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 ($229.84M), Bank Julius Baer & Co. Ltd Zurich ($97.85M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($38.46M), Vanguard Group Inc. ($36.12M), Deutsche Bank AG ($24.37M), Fisher Asset Management LLC ($21.95M), and Price T Rowe Associates Inc. MD ($21.57M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 501,179,687 shares in the last 24 months. This purchase volume represents approximately $21.47B in transactions.

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

Of the 1,745 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 ($352.62M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($39.34M), Dodge & Cox ($32.20M), Arrowstreet Capital Limited Partnership ($19.65M), Vanguard Group Inc. ($18.82M), Price T Rowe Associates Inc. MD ($17.57M), and Pzena Investment Management LLC ($15.11M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 678,240,809 shares in the last 24 months. This volume of shares sold represents approximately $28.24B in transactions.


Related Companies

This page (NYSE:BAC) was last updated on 7/17/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored