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Bank of America (BAC) Institutional Ownership

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$58.67 -0.06 (-0.10%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$59.00 +0.33 (+0.56%)
As of 07:12 AM 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 Massive. Learn more.
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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)
2290
Total
Institutional Inflows
(last 12 months)
$33.04B
Number of
Institutional Sellers
(last 12 months)
1856
Total
Institutional Outflows
(last 12 months)
$22.23B
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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
7/2/2026 Burkett Financial Services LLC16,598$946K0.3%-1.9%0.000%
7/2/2026 Kozak & Associates Inc.4,930$288K0.0%-4.6%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB619,974$35.33M0.9%-4.2%0.009%
7/2/2026 Versant Capital Management Inc33,507$1.91M0.2%-2.5%0.000%
7/2/2026 Hilltop National Bank26,916$1.53M0.3%+2.3%0.000%
7/2/2026 CX Institutional34,279$1.95M0.1%+5.4%0.000%
7/2/2026 First County Bank CT 3,708$211K0.1%N/A0.000%
7/1/2026 Miller Global Investments LLC1,339$76K0.1%+30.8%0.000%
7/1/2026 First Financial Bank Trust Division201,418$11.48M0.8%+3.3%0.003%
7/1/2026 Eastern Bank1,523,363$86.80M1.3%+4.0%0.021%
7/1/2026 Trust Co of the South23,524$1.34M0.2%-4.5%0.000%
7/1/2026 Roxbury Financial LLC2,695$154K0.1%+45.4%0.000%
6/30/2026VectorGlobal IAG Inc.173,961$8.48M2.2%N/A0.002%
6/30/2026Winning Points Advisors LLC160,665$7.83M7.7%-6.6%0.002%
6/26/2026WealthPoint Financial LLC6,645$324K0.3%-6.5%0.000%
6/25/2026Hamilton Wealth LLC6,475$316K0.1%N/A0.000%
6/23/2026Ballast Advisors LLC5,715$279K0.1%+4.1%0.000%
6/22/2026Sapient Capital LLC1,240,989$60.47M0.9%-20.8%0.017%
6/22/2026Vilga Financial Planning LLC7,716$376K0.3%+3.4%0.000%
6/16/2026 PVG Asset Management Corp5,093$248K0.2%-54.0%0.000%
6/10/2026US Asset Management LLC31,631$1.54M1.3%-0.6%0.000%
6/10/2026FAS Wealth Partners Inc.54,976$2.68M0.2%-2.3%0.001%
6/9/2026Rathbones Group PLC856,848$41.77M0.2%-6.4%0.012%
6/8/2026Pine Valley Investments Ltd Liability Co17,980$877K0.0%-3.5%0.000%
6/4/2026Evansbrook LLC23,854$1.16M0.8%-3.5%0.000%
6/3/2026CoreFirst Bank & Trust5,012$244K0.1%+57.2%0.000%
6/2/2026Blue Edge Capital LLC21,680$1.06M0.1%-42.8%0.000%
6/1/2026First Nebraska Trust Co9,653$471K0.0%N/A0.000%
6/1/2026Flagship Wealth Advisors LLC9,516$450K0.2%-17.9%0.000%
6/1/2026Foguth Wealth Management LLC.4,369$225K0.0%N/A0.000%
6/1/2026Keel Point LLC41,413$2.02M0.1%-15.1%0.001%
5/29/2026Asset Dedication LLC32,099$1.57M0.1%-9.4%0.000%
5/28/2026Lavelle Capital LP8,307$405K0.3%N/A0.000%
5/28/2026Blue Fin Capital Inc.43,125$2.10M0.3%-0.7%0.001%
5/28/2026Carlson Capital L.P.48,160$2.35M0.7%+225.4%0.001%
5/27/2026Alpine Woods Capital Investors LLC134,382$6.55M1.6%-5.3%0.002%
5/27/2026Allen Capital Group LLC33,523$1.63M0.1%-2.5%0.000%
5/27/2026Security Financial Services INC.4,351$212K0.0%+15.4%0.000%
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%
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5/26/2026Axiom Investment Management LLC25,541$1.25M0.9%N/A0.000%
5/22/2026Groupama Asset Managment193,462$9.43M0.1%-54.5%0.003%
5/22/2026WNY Asset Management LLC18,217$888K0.1%N/A0.000%
5/22/2026Segall Bryant & Hamill LLC192,991$9.36M0.1%N/A0.003%
5/22/2026Wellington Grp LLC11,918$581K0.2%+48.0%0.000%
5/22/2026Verus Capital Partners LLC7,372$359K0.0%-15.5%0.000%
5/21/2026Montchanin Asset Management LLC5,100$249K0.3%N/A0.000%
5/21/2026Raab & Moskowitz Asset Management LLC74,146$3.62M0.8%-12.1%0.001%
5/21/2026GKV Capital Management Co. Inc.2,000$98K0.0%N/A0.000%
5/21/2026Front Street Capital Management Inc.12,439$606K0.1%-3.4%0.000%
5/21/2026Essential Partners LLC4,517$220K0.1%-11.9%0.000%
5/21/2026Vestor Capital LLC114,387$5.58M0.4%-44.4%0.002%
5/21/2026J. Derek Lewis & Associates Inc.24,010$1.17M0.3%+1.7%0.000%
5/20/2026Hobbs Group Advisors LLC26,021$1.27M0.4%-5.8%0.000%
5/20/2026January Capital Advisors LLC5,986$292K0.4%N/A0.000%
5/20/2026Arete Wealth Advisors LLC54,123$2.64M0.2%-1.5%0.001%
5/20/2026SOA Wealth Advisors LLC.8,313$405K0.0%-3.6%0.000%
5/19/2026Western Wealth Management LLC97,332$4.75M0.2%+6.7%0.001%
5/19/2026Financial Avengers Inc.170,934$8.33M3.8%-4.3%0.002%
5/19/2026Sonoma Allocations LLC8,823$444K0.2%-15.4%0.000%
5/19/2026Orographic Financial Advisors LLC21,675$1.06M0.7%N/A0.000%
5/19/2026Silicon Valley Capital Partners212,293$10.35M1.0%-26.6%0.003%
5/19/2026Cornerstone Wealth LLC TN8,012$422K0.2%N/A0.000%
5/19/2026Paragon Private Wealth Management LLC11,008$537K0.2%+4.3%0.000%
5/19/2026Royal Fund Management LLC7,500$366K0.0%-20.2%0.000%
5/19/2026Ariadne Wealth Management LP8,254$402K0.2%-14.2%0.000%
5/19/2026Hamilton Wealth LLC19,425$947K0.1%N/A0.000%
5/19/2026Edgestream Partners L.P.96,658$4.71M0.2%+19.4%0.001%
5/19/2026Kentucky Retirement Systems880,612$42.93M1.5%+108.0%0.012%
5/19/2026JTC Employer Solutions Trustee Ltd223,005$10.87M0.9%-7.8%0.003%
5/19/2026Chesapeake Wealth Management29,382$1.43M0.4%-4.0%0.000%
5/19/2026Janus Henderson Group PLC2,397,763$116.88M0.1%+32.7%0.034%
5/19/2026Oddo BHF Asset Management Sas9,636$470K0.0%-93.9%0.000%
5/19/2026Bull Harbor Capital LLC62,505$3.05M0.8%N/A0.001%
5/19/2026Strategic Investment Advisors MI22,247$1.09M0.1%+103.1%0.000%
5/19/2026Ashton Thomas Securities LLC27,110$1.33M0.2%+13.7%0.000%
5/19/2026South Dakota Investment Council77,494$3.78M0.1%+11.7%0.001%
5/19/2026Encore Global Management LP40,000$1.95M1.4%N/A0.001%
5/19/2026Arete Wealth Advisors LLC18,358$895K0.1%-66.6%0.000%
5/19/2026Opal Capital LLC26,848$1.31M0.2%+238.8%0.000%
5/18/2026Sunbelt Securities Inc.29,564$1.44M0.1%-1.6%0.000%
5/18/2026MSA Advisors LLC22,433$1.09M0.3%+12.2%0.000%
5/18/2026Amundi42,385,115$2.07B0.6%+12.5%0.597%
5/18/2026Empire Financial Management Company LLC128,155$6.25M1.4%-7.5%0.002%
5/18/2026Talon Private Wealth LLC51,254$2.50M0.3%N/A0.001%
5/18/2026California State Teachers Retirement System10,437,623$508.83M0.5%-4.2%0.147%
5/18/2026Resources Management Corp CT ADV116,142$5.66M0.8%+1.9%0.002%
5/18/2026Redwood Grove Capital LLC248,607$12.12M3.9%-5.0%0.004%
5/18/2026Regal Partners Ltd2,630,869$128.26M7.0%+15.0%0.037%
5/18/2026Empowered Funds LLC1,118,586$54.53M0.3%+126.6%0.016%
My feud with Zohran Mamdani (Ad)

Nearly 40% of Americans now hold a positive view of socialism - and former hedge fund manager Whitney Tilson says what's unfolding in New York City is just the beginning. Tilson, a Harvard MBA who spent 30 years on Wall Street, has identified a specific economic pattern he believes points to a financial reset unlike anything seen in over 100 years. He's released a free analysis outlining what's coming and the exact steps he recommends you take with your money now.tc pixel

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5/18/2026Evelyn Partners Investment Management Europe Ltd33,295$1.62M0.6%-4.8%0.000%
5/18/2026Evelyn Partners Investment Management LLP691,958$33.73M0.9%+7.7%0.010%
5/18/2026Evelyn Partners Investment Management Services Ltd49,281$2.40M0.3%-2.7%0.001%
5/18/2026Evercore Wealth Management LLC47,264$2.30M0.0%-6.3%0.001%
5/16/2026Socorro Asset Management LP127,608$6.22M2.8%-16.3%0.002%
5/16/2026IMG Wealth Management Inc.2,068$101K0.1%-59.9%0.000%
5/16/2026Excelsior Advisor Network LLC29,407$1.43M0.5%-1.2%0.000%
5/16/2026Copley Financial Group Inc.9,709$473K0.3%-7.8%0.000%
5/15/2026Sculptor Capital LP2,232,655$108.84M1.1%+4.7%0.031%
5/15/2026Gateway Wealth Partners LLC74,157$3.62M0.1%+238.2%0.001%


BAC Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,599 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 638,030,169 shares in the last 24 months. This purchase volume represents approximately $33.04B in transactions.

Of the 1,856 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 432,429,523 shares in the last 24 months. This volume of shares sold represents approximately $22.23B in transactions.


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This page (NYSE:BAC) was last updated on 7/6/2026 by MarketBeat.com Staff.
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