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Bank of America (BAC) Institutional Ownership

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$46.39 -0.68 (-1.44%)
As of 01:02 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)
1988
Total
Institutional Inflows
(last 12 months)
$21.38B
Number of
Institutional Sellers
(last 12 months)
1736
Total
Institutional Outflows
(last 12 months)
$28.22B
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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
7/14/2025Wealth Advisory Solutions LLC5,126$243K0.1%+4.4%0.000%
7/14/2025Hoey Investments Inc.134,247$6.35M0.9%-3.6%0.002%
7/14/2025CHICAGO TRUST Co NA104,130$4.93M0.7%+4.9%0.001%
7/14/2025Opal Wealth Advisors LLC15,941$754K0.2%+2.3%0.000%
7/14/2025Farmers Trust Co.13,038$617K0.1%-17.9%0.000%
7/14/2025Argentarii LLC7,392$350K0.2%-36.6%0.000%
7/14/2025Brady Martz Wealth Solutions LLC26,115$1.24M0.2%+3.4%0.000%
7/14/2025AdvisorNet Financial Inc20,224$957K0.1%-56.2%0.000%
7/14/2025CRA Financial Services LLC44,663$2.11M0.3%+1.1%0.001%
7/14/2025Oliver Luxxe Assets LLC110,545$5.23M0.9%+3.0%0.001%
7/14/2025Mechanics Bank Trust Department27,643$1.31M0.2%-26.8%0.000%
7/14/2025Foster Group Inc.9,678$458K0.0%-16.9%0.000%
7/14/2025Sentinel Pension Advisors LLC5,228$247K0.0%N/A0.000%
7/14/2025Financial Harvest LLC4,887$231K0.2%N/A0.000%
7/14/2025Chapin Davis Inc.48,410$2.29M0.6%-1.7%0.001%
7/14/2025GAMMA Investing LLC122,432$5.79M0.4%+9.8%0.002%
7/14/2025Clear Harbor Asset Management LLC28,564$1.35M0.1%-1.3%0.000%
7/14/2025ABLE Financial Group LLC12,443$589K0.1%-5.1%0.000%
7/14/2025Strategic Planning Group LLC72,802$3.45M0.6%+1,218.4%0.001%
7/14/2025Lakeshore Financial Planning Inc.13,107$620K0.2%-2.9%0.000%
7/14/2025Iams Wealth Management LLC32,694$1.55M0.7%-5.5%0.000%
7/14/2025Sweeney & Michel LLC31,945$1.49M0.5%-7.0%0.000%
7/14/2025Farmers & Merchants Investments Inc.408,611$19.34M0.6%+4.7%0.005%
7/14/2025Rooted Wealth Advisors Inc.5,131$240K0.1%N/A0.000%
7/14/2025Pacifica Partners Inc.96,605$4.55M1.8%-0.3%0.001%
7/14/2025Lewis Asset Management LLC13,009$616K0.3%+80.0%0.000%
7/14/2025Edge Wealth Management LLC22,329$1.06M0.2%+2.3%0.000%
7/14/2025Park Avenue Securities LLC194,509$9.20M0.1%+10.5%0.003%
7/14/2025Border to Coast Pensions Partnership Ltd1,397,521$66.13M1.2%+15.6%0.019%
7/14/2025Palacios Wealth Management LLC25,439$1.20M1.0%+365.7%0.000%
7/14/2025Avanza Fonder AB459,910$21.76M0.6%-8.2%0.006%
7/14/2025Physician Wealth Advisors Inc.7,414$351K0.1%+6.4%0.000%
7/11/2025 Annex Advisory Services LLC70,265$3.33M0.1%-1.9%0.001%
7/11/2025 Arthur M. Cohen & Associates LLC6,677$316K0.1%-21.2%0.000%
7/11/2025 Bond & Devick Financial Network Inc.12,496$591K0.2%-11.4%0.000%
7/11/2025 Congress Park Capital LLC4,395$208K0.1%N/A0.000%
7/11/2025 Mitchell & Pahl Private Wealth LLC26,839$1.27M0.6%-2.2%0.000%
7/11/2025 Scott Capital Advisors LLC6,617$310K0.1%+17.8%0.000%
7/11/2025 Baugh & Associates LLC142,996$6.16M3.2%-4.4%0.002%
7/11/2025 Coastwise Capital Group LLC29,090$1.38M1.1%+4.1%0.000%
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7/11/2025 Orrstown Financial Services Inc.10,651$504K0.1%+6.1%0.000%
7/11/2025 Meriwether Wealth & Planning LLC19,473$921K0.6%-4.7%0.000%
7/11/2025 First PREMIER Bank30,295$1.43M0.3%+1.2%0.000%
7/11/2025 Grant Private Wealth Management Inc118,156$5.59M3.2%+1,516.1%0.002%
7/11/2025 Wedge Capital Management L L P NC11,402$540K0.0%+8.7%0.000%
7/11/2025 Busey Bank39,398$1.86M0.1%-2.3%0.001%
7/11/2025 Silver Oak Securities Incorporated39,114$1.85M0.2%-1.9%0.001%
7/11/2025 CX Institutional34,150$1.62M0.1%+7.7%0.000%
7/11/2025 Adirondack Trust Co.12,640$598K0.2%-2.3%0.000%
7/11/2025 BDF Gestion226,575$10.72M1.2%-28.7%0.003%
7/11/2025 Marshall & Sullivan Inc. WA1,133$54K0.0%N/A0.000%
7/11/2025 Pinnacle Bancorp Inc.45,838$2.17M0.7%+0.8%0.001%
7/11/2025 Bridge Creek Capital Management LLC180,963$8.56M2.5%-1.0%0.002%
7/11/2025 My Legacy Advisors LLC13,186$619K0.2%+9.8%0.000%
7/11/2025 Lantz Financial LLC15,194$719K0.2%+3.4%0.000%
7/11/2025 Brendel Financial Advisors LLC4,291$203K0.1%N/A0.000%
7/11/2025 AA Financial Advisors LLC8,020$380K0.1%N/A0.000%
7/11/2025 LongView Wealth Management11,035$522K0.2%-4.3%0.000%
7/11/2025 Essex Savings Bank12,526$593K0.1%+36.9%0.000%
7/11/2025 Phillips Wealth Planners LLC12,268$578K0.5%N/A0.000%
7/11/2025 Miller Howard Investments Inc. NY1,059,919$50.16M1.6%+0.1%0.014%
7/11/2025 SeaCrest Wealth Management LLC27,395$1.30M0.1%-27.6%0.000%
7/11/2025 Diversified Trust Co264,554$12.52M0.3%-0.3%0.004%
7/11/2025 Bell Bank20,117$952K0.0%+15.8%0.000%
7/11/2025 Perpetual Ltd821,965$38.90M0.5%+49.7%0.011%
7/11/2025 Luts & Greenleigh Group Inc.6,223$294K0.3%+6.0%0.000%
7/11/2025 TCV Trust & Wealth Management Inc.15,786$747K0.1%-1.9%0.000%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt293,567$13.88M0.6%-22.5%0.004%
7/11/2025 Matthew Goff Investment Advisor LLC493,424$23.35M4.3%-0.6%0.007%
7/11/2025 Kingstone Capital Partners Texas LLC3,688,182$164.62M0.0%N/A0.049%
7/11/2025 IFM Investors Pty Ltd1,402,856$66.38M0.6%+8.8%0.019%
7/10/2025 Anderson Hoagland & Co.236,911$11.21M1.1%-2.3%0.003%
7/10/2025 Oliver Lagore Vanvalin Investment Group1,791$85K0.0%N/A0.000%
7/10/2025 Triangle Securities Wealth Management64,828$3.07M0.8%-8.6%0.001%
7/10/2025 Piscataqua Savings Bank54,904$2.60M2.2%-2.6%0.001%
7/10/2025 Stolper Co173,290$8.20M2.7%-1.1%0.002%
7/10/2025 Western Pacific Wealth Management LP1,003$47K0.0%-77.8%0.000%
7/10/2025 Charter Oak Capital Management LLC6,071$287K0.0%-4.8%0.000%
7/10/2025 Selective Wealth Management Inc.13,000$609K0.2%-4.2%0.000%
7/10/2025 Burns J W & Co. Inc. NY10,305$488K0.1%-10.1%0.000%
7/10/2025 Moody National Bank Trust Division94,245$4.46M0.4%+1.5%0.001%
7/10/2025 Security National Bank2,505$119K0.0%+810.9%0.000%
7/10/2025 YHB Investment Advisors Inc.20,191$955K0.1%-4.1%0.000%
7/10/2025 HF Advisory Group LLC21,887$1.04M0.4%+8.8%0.000%
7/10/2025 Rockland Trust Co.76,602$3.63M0.2%-2.4%0.001%
7/10/2025 Peoples Bank KS5,776$273K0.2%+11.6%0.000%
7/10/2025 ARS Wealth Advisors Group LLC159,722$7.56M0.9%N/A0.002%
7/10/2025 Contravisory Investment Management Inc.235,683$11.15M2.2%+0.3%0.003%
7/10/2025 Ferguson Wellman Capital Management Inc.13,929$659K0.0%-32.3%0.000%
7/10/2025 Baker Tilly Wealth Management LLC17,763$841K0.3%-3.9%0.000%
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Here’s the full story for you.
7/10/2025 Marshall Financial Group LLC19,204$934K0.2%-4.8%0.000%
7/10/2025 Park Capital Management LLC WI10,401$492K0.5%-10.0%0.000%
7/10/2025 Bigelow Investment Advisors LLC20,180$955K0.4%+3.3%0.000%
7/10/2025 Fulton Bank N.A.126,640$5.99M0.2%-7.7%0.002%
7/10/2025 Cypress Point Wealth Management LLC5,253$249K0.1%N/A0.000%
7/10/2025 NorthCrest Asset Manangement LLC976,487$47.78M1.3%-1.3%0.013%
7/10/2025 Community Trust & Investment Co.7,975$377K0.0%+3.4%0.000%
7/10/2025 Bath Savings Trust Co4,293$203K0.0%N/A0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.1,386,000$65.59M0.5%+2.6%0.018%
7/10/2025 High Net Worth Advisory Group LLC16,913$800K0.2%+4.0%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, 3,265 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 2,713 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 499,564,234 shares in the last 24 months. This purchase volume represents approximately $21.39B in transactions.

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

Of the 1,739 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 678,096,737 shares in the last 24 months. This volume of shares sold represents approximately $28.22B in transactions.


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This page (NYSE:BAC) was last updated on 7/15/2025 by MarketBeat.com Staff
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