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Bank of America (BAC) Institutional Ownership

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$46.65 +0.12 (+0.25%)
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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)
1583
Total
Institutional Inflows
(last 12 months)
$15.39B
Number of
Institutional Sellers
(last 12 months)
1461
Total
Institutional Outflows
(last 12 months)
$14.91B
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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
1/21/2025AEGON ASSET MANAGEMENT UK Plc400,162$17.60M0.2%+2.7%0.005%
1/21/2025Grimes & Company Inc.278,905$12.26M0.4%+0.2%0.004%
1/21/2025Lantz Financial LLC14,663$644K0.2%+1.8%0.000%
1/21/2025Dynamic Advisor Solutions LLC105,176$4.62M0.2%-8.0%0.001%
1/21/2025Accel Wealth Management17,061$750K0.3%-6.0%0.000%
1/21/2025apricus wealth LLC94,610$4.16M2.7%-4.9%0.001%
1/21/2025Vishria Bird Financial Group LLC5,308$233K0.1%-12.2%0.000%
1/21/2025Cottonwood Capital Advisors LLC10,844$477K0.3%+37.2%0.000%
1/21/2025Eclectic Associates Inc. ADV4,570$201K0.1%N/A0.000%
1/21/2025Goelzer Investment Management Inc.229,046$10.07M0.6%-0.9%0.003%
1/21/2025Gradient Investments LLC646,120$28.40M0.6%-0.1%0.008%
1/21/2025Curated Wealth Partners LLC32,359$1.42M0.2%+0.8%0.000%
1/21/2025Harel Insurance Investments & Financial Services Ltd.68,955$3.03M0.0%+11.5%0.001%
1/21/2025Exchange Traded Concepts LLC3,355$147K0.0%-98.6%0.000%
1/21/2025Encompass More Asset Management8,686$382K0.1%+11.3%0.000%
1/21/2025Southland Equity Partners LLC9,016$396K0.1%+2.6%0.000%
1/21/2025St. Johns Investment Management Company LLC97,497$4.29M2.0%+1.5%0.001%
1/21/2025Sound Income Strategies LLC23,159$1.02M0.1%-14.9%0.000%
1/21/2025Shilanski & Associates Inc.112,227$4.93M1.6%-0.7%0.001%
1/21/2025Motive Wealth Advisors5,414$238K0.1%N/A0.000%
1/21/2025MFA Wealth Services5,336$235K0.2%N/A0.000%
1/21/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH855,529$37.57M1.2%N/A0.011%
1/21/2025McGlone Suttner Wealth Management Inc.25,796$1.13M0.2%+5.3%0.000%
1/21/2025Financial Partners Group LLC47,393$2.08M0.9%-4.6%0.001%
1/21/2025Wells Trecaso Financial Group LLC6,376$280K0.1%-12.2%0.000%
1/21/2025Cornerstone Wealth Management LLC62,921$2.77M0.2%+0.6%0.001%
1/21/2025Brighton Jones LLC108,872$4.79M0.1%+30.0%0.001%
1/21/2025Lincoln Capital Corp10,958$482K0.2%-10.7%0.000%
1/21/2025Hengehold Capital Management LLC8,113$357K0.0%+3.8%0.000%
1/17/2025 Cerro Pacific Wealth Advisors LLC16,344$718K0.2%+4.8%0.000%
1/17/2025 New Century Financial Group LLC11,210$502K0.2%-9.9%0.000%
1/17/2025 Hedges Asset Management LLC24,000$1.06M0.7%-9.8%0.000%
1/17/2025 Key Client Fiduciary Advisors LLC37,252$1.64M0.7%-2.1%0.000%
1/17/2025 Secure Asset Management LLC10,052$442K0.1%-27.6%0.000%
1/17/2025 Red Door Wealth Management LLC178,231$7.83M1.2%+6.5%0.002%
1/17/2025 Madrona Financial Services LLC5,847$257K0.1%-9.9%0.000%
1/17/2025 Cardinal Capital Management Inc.7,757$341K0.0%-8.0%0.000%
1/17/2025 Goldstein Advisors LLC7,515$330K0.0%+13.3%0.000%
1/17/2025 Market Street Wealth Management Advisors LLC5,799$255K0.0%N/A0.000%
1/17/2025 Avior Wealth Management LLC85,849$3.77M0.1%-34.6%0.001%
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1/17/2025 Beacon Investment Advisory Services Inc.17,046$749K0.0%-18.3%0.000%
1/17/2025 Endeavor Private Wealth Inc.2,988$131K0.1%N/A0.000%
1/17/2025 MinichMacGregor Wealth Management LLC6,297$277K0.1%N/A0.000%
1/17/2025 Raleigh Capital Management Inc.13,097$576K0.2%-2.4%0.000%
1/17/2025 Mutual Advisors LLC91,764$4.28M0.1%+0.9%0.001%
1/17/2025 True North Advisors LLC101,735$4.47M1.1%+405.3%0.001%
1/17/2025 Traynor Capital Management Inc.21,722$955K0.1%+16.7%0.000%
1/17/2025 Wesbanco Bank Inc.35,293$1.55M0.1%-11.3%0.000%
1/17/2025 Baker Ellis Asset Management LLC14,505$637K0.1%+8.2%0.000%
1/17/2025 Paragon Financial Partners Inc.30,236$1.33M1.0%-3.1%0.000%
1/17/2025 Kelleher Financial Advisors35,815$1.57M0.6%+1.7%0.000%
1/17/2025 Marino Stram & Associates LLC13,204$580K0.1%+1.7%0.000%
1/17/2025 Cetera Trust Company N.A66,868$2.94M1.9%-0.5%0.001%
1/17/2025 Janney Capital Management LLC252,063$11.08M0.7%-9.6%0.003%
1/17/2025 Daymark Wealth Partners LLC59,024$2.59M0.1%+6.3%0.001%
1/17/2025 Madison Park Capital Advisors LLC7,747$340K0.3%+4.4%0.000%
1/17/2025 Advisory Alpha LLC28,515$1.25M0.0%+2.5%0.000%
1/17/2025 West Branch Capital LLC52,185$2.29M0.7%+17.6%0.001%
1/17/2025 Dakota Wealth Management252,901$11.12M0.3%-52.4%0.003%
1/17/2025 XML Financial LLC248,316$10.91M1.0%-1.6%0.003%
1/17/2025 Nisa Investment Advisors LLC3,014,313$132.48M0.5%+35.9%0.039%
1/17/2025 Traphagen Investment Advisors LLC11,991$527K0.1%+11.7%0.000%
1/17/2025 Simon Quick Advisors LLC398,121$17.50M1.0%-1.7%0.005%
1/17/2025 MCF Advisors LLC46,242$2.03M0.1%-4.8%0.001%
1/17/2025 Bourgeon Capital Management LLC279,276$12.27M2.3%-1.9%0.004%
1/17/2025 Aspire Private Capital LLC20,581$905K0.2%-1.6%0.000%
1/17/2025 Perfromance Wealth Partners LLC17,159$754K0.0%-10.7%0.000%
1/17/2025 Oxinas Partners Wealth Management LLC6,585$289K0.2%-5.8%0.000%
1/17/2025 Octavia Wealth Advisors LLC53,281$2.34M0.3%-0.6%0.001%
1/17/2025 Mitsubishi UFJ Asset Management UK Ltd.12,000$527K0.2%-55.6%0.000%
1/17/2025 Howard Capital Management Group LLC15,746$692K0.0%-19.8%0.000%
1/17/2025 Fort Washington Investment Advisors Inc. OH5,952,148$261.60M1.6%+2.2%0.078%
1/17/2025 Atomi Financial Group Inc.151,844$6.67M0.3%+5.5%0.002%
1/17/2025 Great Waters Wealth Management4,927$217K0.0%-8.2%0.000%
1/17/2025 Monterey Private Wealth Inc.33,768$1.48M0.5%+4.0%0.000%
1/17/2025 Chesley Taft & Associates LLC112,627$4.95M0.2%-0.5%0.001%
1/17/2025 Alpha Cubed Investments LLC47,419$2.08M0.1%-6.1%0.001%
1/17/2025 Lockerman Financial Group Inc.8,101$356K0.6%+6.7%0.000%
1/17/2025 Clear Harbor Asset Management LLC27,484$1.21M0.1%+4.6%0.000%
1/17/2025 Perpetual Ltd162,215$7.13M0.1%+180.5%0.002%
1/16/2025 Lmcg Investments LLC199,796$8.78M0.5%-1.8%0.003%
1/16/2025 Kiley Juergens Wealth Management LLC38,937$1.71M0.4%-3.1%0.001%
1/16/2025 Aspiriant LLC36,278$1.59M0.1%+4.6%0.000%
1/16/2025 Brookmont Capital Management72,531$3.19M1.7%-3.5%0.001%
1/16/2025 Mitchell & Pahl Private Wealth LLC27,548$1.21M0.6%-2.7%0.000%
1/16/2025 Ballentine Partners LLC146,331$6.43M0.1%+2.4%0.002%
1/16/2025 Atwood & Palmer Inc.11,052$486K0.0%-8.3%0.000%
1/16/2025 Culbertson A N & Co. Inc.82,177$3.61M0.6%-0.6%0.001%
1/16/2025 ZWJ Investment Counsel Inc.67,959$2.99M0.1%+0.9%0.001%
1/16/2025 Pure Financial Advisors LLC31,429$1.38M0.0%+10.6%0.000%
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1/16/2025 Tudor Financial Inc.20,246$890K0.5%+24.5%0.000%
1/16/2025 New Hampshire Trust15,321$673K0.1%-1.9%0.000%
1/16/2025 Koshinski Asset Management Inc.59,754$2.63M0.0%-2.1%0.001%
1/16/2025 Mountain Pacific Investment Advisers LLC10,786$474K0.0%+10.7%0.000%
1/16/2025 Amplius Wealth Advisors LLC11,167$491K0.1%+3.7%0.000%
1/16/2025 Prairiewood Capital LLC34,716$1.53M0.7%-16.0%0.000%
1/16/2025 Harbor Investment Advisory LLC102,155$4.49M0.4%-0.9%0.001%
1/16/2025 Gemmer Asset Management LLC13,183$579K0.1%+1.8%0.000%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.53,175$2.34M0.5%-2.8%0.001%
1/16/2025 Zhang Financial LLC21,918$963K0.1%+151.0%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, 2,926 institutional investors and hedge funds held shares of Bank of America. The most heavily invested institutionals were Berkshire Hathaway Inc ($31.65B), Vanguard Group Inc. ($24.44B), Geode Capital Management LLC ($5.55B), Norges Bank ($3.73B), Price T Rowe Associates Inc. MD ($3.55B), Legal & General Group Plc ($2.29B), and Bank of New York Mellon Corp ($2.01B).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 2,448 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 ($97.86M), Parnassus Investments LLC ($37.59M), Vanguard Group Inc. ($36.12M), Price T Rowe Associates Inc. MD ($33.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($29.20M), and Fisher Asset Management LLC ($25.43M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 885,712,974 shares in the last 24 months. This purchase volume represents approximately $28.95B in transactions.

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

Of the 2,069 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: Berkshire Hathaway Inc ($235.17M), Capital World Investors ($35.66M), Clearbridge Investments LLC ($21.44M), Price T Rowe Associates Inc. MD ($17.40M), Arrowstreet Capital Limited Partnership ($17.36M), Bank of New York Mellon Corp ($16.18M), and Boston Partners ($13.85M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 654,460,376 shares in the last 24 months. This volume of shares sold represents approximately $22.86B in transactions.



This page (NYSE:BAC) was last updated on 1/21/2025 by MarketBeat.com Staff
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