Bank of America (BAC) Institutional Ownership

$37.70
-0.14 (-0.37%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
70.71%
Number of
Institutional Buyers
(last 12 months)
1726
Total
Institutional Inflows
(last 12 months)
$17.58B
Number of
Institutional Sellers
(last 12 months)
1511
Total
Institutional Outflows
(last 12 months)
$7.68B
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BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024ProShare Advisors LLC1,376,881$52.21M0.1%-7.2%0.018%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,511,447$57.31M0.4%+0.2%0.019%
5/8/2024Avantax Advisory Services Inc.277,945$10.54M0.1%+4.1%0.004%
5/8/2024SP Asset Management LLC473,944$17.97M1.7%-1.3%0.006%
5/8/2024Addison Capital Co13,858$525K0.3%-6.9%0.000%
5/8/2024Roffman Miller Associates Inc. PA626,513$23.76M1.6%+1.0%0.008%
5/8/2024QRG Capital Management Inc.819,474$31.07M0.4%+8.1%0.010%
5/8/2024Tranquility Partners LLC17,716$672K0.3%-5.1%0.000%
5/8/2024Headlands Technologies LLC29,269$1.11M0.3%-77.8%0.000%
5/8/2024Legacy Capital Group California Inc.23,484$891K0.3%+124.6%0.000%
5/8/2024New Republic Capital LLC18,503$706K0.4%+7.0%0.000%
5/8/2024Williams Jones Wealth Management LLC.95,792$3.63M0.0%-13.4%0.001%
5/8/2024Thoroughbred Financial Services LLC107,012$4.06M0.4%-36.6%0.001%
5/7/2024Arnhold LLC296,186$11.23M1.2%-1.4%0.004%
5/7/2024Verus Capital Partners LLC16,178$613K0.1%-2.1%0.000%
5/7/2024Capital Square LLC22,233$843K0.6%+2.3%0.000%
5/7/2024Meeder Advisory Services Inc.81,142$3.08M0.3%+7.9%0.001%
5/7/2024Meeder Asset Management Inc.20,947$794K0.1%+10.9%0.000%
5/7/2024NorthRock Partners LLC72,155$2.74M0.2%+26.2%0.001%
5/7/2024Choate Investment Advisors58,888$2.23M0.1%-1.6%0.001%
5/7/2024Sfmg LLC12,577$477K0.0%-9.5%0.000%
5/7/2024Fiduciary Family Office LLC42,662$1.62M0.6%+0.9%0.001%
5/7/2024WNY Asset Management LLC24,130$915K0.1%-8.3%0.000%
5/7/2024Abbrea Capital LLC64,858$2.46M0.3%-1.6%0.001%
5/7/2024GW Henssler & Associates Ltd.8,186$310K0.0%-3.9%0.000%
5/7/2024Bedel Financial Consulting Inc.14,414$547K0.1%+2.8%0.000%
5/7/2024Chilton Capital Management LLC362,158$13.73M0.6%-0.2%0.005%
5/7/2024Stonebrook Private Inc.15,376$583K0.2%+10.9%0.000%
5/7/2024Nixon Peabody Trust Co.304,891$11.56M1.1%+3.6%0.004%
5/7/2024Concurrent Investment Advisors LLC146,033$5.54M0.2%+3.8%0.002%
5/7/2024RPG Investment Advisory LLC220,091$8.35M1.3%-0.5%0.003%
5/7/2024Atomi Financial Group Inc.106,703$4.05M0.4%+19.6%0.001%
5/7/2024Reynders McVeigh Capital Management LLC7,255$276K0.0%-38.3%0.000%
5/7/2024Allegheny Financial Group LTD18,878$716K0.2%-13.3%0.000%
5/7/2024TCI Wealth Advisors Inc.20,411$774K0.1%+5.5%0.000%
5/7/2024WealthPLAN Partners LLC28,109$1.07M0.1%+161.7%0.000%
5/7/2024BOS Asset Management LLC11,147$423K0.2%+9.1%0.000%
5/7/2024Tectonic Advisors LLC26,245$995K0.1%+2.7%0.000%
5/7/2024Smithfield Trust Co38,028$1.44M0.1%-10.3%0.000%
5/7/2024River Global Investors LLP106,789$4.05M1.0%-1.2%0.001%
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5/7/2024NTV Asset Management LLC48,549$1.84M0.3%-1.2%0.001%
5/7/2024Forsta AP Fonden1,690,100$64.09M0.5%+9.1%0.022%
5/7/2024Hyman Charles D245,762$9.32M0.5%-2.1%0.003%
5/7/2024Highland Capital Management LLC328,228$12.45M0.7%-2.5%0.004%
5/7/2024Benedetti & Gucer Inc.20,191$766K0.4%-24.0%0.000%
5/7/2024Allen Investment Management LLC5,861$222K0.0%-22.4%0.000%
5/7/2024Gibraltar Capital Management Inc.155,698$5.90M2.7%-8.3%0.002%
5/7/2024PFG Advisors28,315$1.07M0.1%-9.5%0.000%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management67,394$2.56M0.1%+13.6%0.001%
5/7/2024Brooklyn Investment Group28,880$1.08M0.5%+3.4%0.000%
5/7/2024 Hilltop National Bank15,387$583K0.2%N/A0.000%
5/7/2024 Wealthspire Advisors LLC118,832$4.51M0.1%+1.1%0.002%
5/7/2024 Alphinity Investment Management Pty Ltd15,269,416$579.02M5.1%+8.4%0.195%
5/7/2024 JCIC Asset Management Inc.6,385$242K0.1%+9.8%0.000%
5/7/2024 Insight Advisors LLC PA24,274$920K0.2%+132.9%0.000%
5/7/2024 Retirement Planning Co of New England Inc.54,000$2.05M1.1%-30.4%0.001%
5/7/2024 Mystic Asset Management Inc.78,037$2.96M1.2%+3.3%0.001%
5/7/2024 Metis Global Partners LLC337,696$12.81M0.5%-0.2%0.004%
5/7/2024 Empowered Funds LLC198,687$7.53M0.1%+15.7%0.003%
5/7/2024 AIA Group Ltd159,142$6.04M0.2%+136.9%0.002%
5/6/2024 LSV Asset Management3,995,860$151.52M0.3%-9.1%0.051%
5/6/2024 Envestnet Portfolio Solutions Inc.487,620$18.49M0.1%+19.6%0.006%
5/6/2024 Empirical Finance LLC255,462$9.69M0.6%+3.4%0.003%
5/6/2024 Duality Advisers LP31,615$1.20M0.1%-81.5%0.000%
5/6/2024 CFO4Life Group LLC14,066$533K0.1%+18.7%0.000%
5/6/2024 Concord Investment Counsel Inc.160,195$6.08M2.2%N/A0.002%
5/6/2024 Tweedy Browne Co LLC521,151$19.76M0.9%+0.6%0.007%
5/6/2024 HBC Financial Services PLLC1,498$55K0.0%-40.0%0.000%
5/6/2024 Ballast Inc.44,197$1.68M0.5%+2.5%0.001%
5/6/2024 Capital City Trust Co. FL7,574$287K0.1%-6.2%0.000%
5/6/2024 Advisory Services Network LLC209,799$7.96M0.2%+2.8%0.003%
5/6/2024 Staley Capital Advisers Inc.16,549$628K0.0%-11.3%0.000%
5/6/2024 Mittelman Wealth Management27,183$1.03M0.7%N/A0.000%
5/6/2024 Bard Financial Services Inc.249,670$9.47M1.0%-0.6%0.003%
5/6/2024 Ruedi Wealth Management Inc.3,472$132K0.1%+12.7%0.000%
5/6/2024 Advisory Alpha LLC24,461$928K0.0%+6.0%0.000%
5/6/2024 Mitchell Capital Management Co.24,869$943K0.2%+4.5%0.000%
5/6/2024 Texas Permanent School Fund Corp1,422,153$53.93M0.4%+0.1%0.018%
5/4/2024 Hemington Wealth Management12,018$456K0.2%-5.2%0.000%
5/4/2024 Chapman Investment Management LLC11,917$452K0.3%-9.7%0.000%
5/4/2024 Howland Capital Management LLC50,460$1.91M0.1%-0.9%0.001%
5/4/2024 SPC Financial Inc.25,577$970K0.1%-7.3%0.000%
5/4/2024 Geneos Wealth Management Inc.33,233$1.26M0.1%-7.2%0.000%
5/4/2024 DAVENPORT & Co LLC390,384$14.80M0.1%+4.9%0.005%
5/4/2024 Gould Asset Management LLC CA6,679$253K0.1%-5.2%0.000%
5/4/2024 Team Hewins LLC55,955$2.12M0.3%-1.3%0.001%
5/4/2024 Affinity Investment Advisors LLC84,657$3.21M2.3%-0.3%0.001%
5/4/2024 Csenge Advisory Group40,818$1.55M0.1%-2.0%0.001%
5/4/2024 Richardson Financial Services Inc.2,182$83K0.1%+57.9%0.000%
5/3/2024 Signaturefd LLC171,307$6.50M0.1%+3.3%0.002%
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5/3/2024 Wittenberg Investment Management Inc.168,156$6.38M2.2%-37.6%0.002%
5/3/2024 Integris Wealth Management LLC9,718$369K0.1%-21.1%0.000%
5/3/2024 Embree Financial Group96,103$3.64M0.7%-4.0%0.001%
5/3/2024 STAR Financial Bank10,533$399K0.3%-4.6%0.000%
5/3/2024 Clarity Capital Partners LLC7,964$302K0.2%+4.1%0.000%
5/3/2024 Carson Advisory Inc.62,542$2.37M1.7%+3.8%0.001%
5/3/2024 Catalina Capital Group LLC21,046$798K0.3%+229.5%0.000%
5/3/2024 Avidian Wealth Solutions LLC25,864$981K0.0%+24.6%0.000%
5/3/2024 Mediolanum International Funds Ltd1,309,837$49.53M0.8%N/A0.017%
5/3/2024 Pzena Investment Management LLC21,465,791$813.98M2.8%+4.7%0.274%
(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, 2,939 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Berkshire Hathaway Inc ($29.54B), Vanguard Group Inc. ($20.48B), Norges Bank ($3.73B), Geode Capital Management LLC ($3.64B), Price T Rowe Associates Inc. MD ($3.50B), Bank of New York Mellon Corp ($2.00B), and Northern Trust Corp ($1.85B).Learn more on BAC's institutional investors.

What percentage of Bank of America stock is owned by institutional investors?

70.71% of Bank of America stock is owned by institutional investors. Learn more on BAC's institutional investor holdings.

Which institutional investors have been buying Bank of America stock?

Of the 2,539 institutional investors that purchased Bank of America stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($110.91M), Bank Julius Baer & Co. Ltd Zurich ($97.87M), Price T Rowe Associates Inc. MD ($72.28M), Fisher Asset Management LLC ($42.69M), Parnassus Investments LLC ($37.59M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($29.20M), and Berkshire Hathaway Inc ($22.75M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 890,069,980 shares in the last 24 months. This purchase volume represents approximately $27.84B in transactions.

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

Of the 2,027 institutional investors that sold Bank of America stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($44.20M), Price T Rowe Associates Inc. MD ($40.32M), Clearbridge Investments LLC ($21.44M), Altshuler Shaham Ltd ($20.35M), Arrowstreet Capital Limited Partnership ($17.36M), ING Groep NV ($14.49M), and Bank of New York Mellon Corp ($13.77M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 502,193,278 shares in the last 24 months. This volume of shares sold represents approximately $15.78B in transactions.


This page (NYSE:BAC) was last updated on 5/8/2024 by MarketBeat.com Staff

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