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Bank of America (BAC) Institutional Ownership

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$44.80 -0.51 (-1.11%)
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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)
1859
Total
Institutional Inflows
(last 12 months)
$21.37B
Number of
Institutional Sellers
(last 12 months)
1593
Total
Institutional Outflows
(last 12 months)
$23.46B
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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
2/21/2025RedJay Asset Management Inc.250,000$10.99M6.7%-9.1%0.003%
2/21/2025Putney Financial Group LLC6,905$303K0.2%N/A0.000%
2/21/2025PVG Asset Management Corp4,580$201K1.0%N/A0.000%
2/20/2025 Mackenzie Financial Corp3,358,262$147.60M0.2%-5.8%0.044%
2/20/2025 Forum Financial Management LP104,062$4.57M0.1%+11.2%0.001%
2/20/2025Griffith & Werner Inc.101,059$4.44M2.9%N/A0.001%
2/20/2025Sunbeam Capital Management LLC1,267$56K0.1%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC14,654$644K0.1%-5.4%0.000%
2/20/2025Jupiter Wealth Management LLC46,247$2.03M1.0%+5.7%0.001%
2/19/2025 Auxier Asset Management328,819$14.45M2.2%-1.5%0.004%
2/19/2025 Warm Springs Advisors Inc.15,265$671K0.6%N/A0.000%
2/19/2025 Formidable Asset Management LLC53,959$2.37M0.4%-10.8%0.001%
2/19/2025 North Star Asset Management Inc.6,120$269K0.0%N/A0.000%
2/19/2025 Invst LLC6,670$293K0.0%+4.2%0.000%
2/19/2025 Retirement Planning Group LLC NY10,772$473K0.5%N/A0.000%
2/19/2025 Cache Advisors LLC8,036$353K0.1%N/A0.000%
2/19/2025 University of Texas Texas AM Investment Management Co.190,976$8.39M1.0%-11.2%0.002%
2/19/2025 WCG Wealth Advisors LLC108,488$4.77M0.3%+4.4%0.001%
2/19/2025 Public Employees Retirement System of Ohio2,841,613$124.89M0.4%N/A0.037%
2/18/2025 Pacific Point Advisors LLC16,023$748K0.5%N/A0.000%
2/18/2025 Western Wealth Management LLC5,729$252K0.1%-93.0%0.000%
2/18/2025 Vega Investment Solutions683$30K0.0%N/A0.000%
2/18/2025 Helium Advisors LLC6,399$281K0.2%N/A0.000%
2/18/2025 US Asset Management LLC32,489$1.43M1.3%-3.5%0.000%
2/18/2025 Breakthru Advisory Services LLC8,452$371K0.3%N/A0.000%
2/18/2025 Sunbelt Securities Inc.29,712$1.31M0.1%-5.1%0.000%
2/18/2025 GTS Securities LLC83,606$3.67M0.2%-90.4%0.001%
2/18/2025 Breed s Hill Capital LLC10,152$446K0.2%+45.3%0.000%
2/18/2025 Vise Technologies Inc.70,317$3.09M0.3%+34.0%0.001%
2/18/2025 Navalign LLC30,154$1.33M0.4%-1.9%0.000%
2/18/2025 Blue Fin Capital Inc.41,878$1.84M0.3%-0.5%0.001%
2/18/2025 Connecticut Wealth Management LLC34,531$1.52M0.1%-8.5%0.000%
2/18/2025 Headinvest LLC19,633$863K0.2%+13.3%0.000%
2/18/2025 Cornerstone Advisory LLC23,865$1.12M0.1%+8.3%0.000%
2/18/2025 Pacific Center for Financial Services7,042$309K0.1%+24.0%0.000%
2/18/2025 Highview Capital Management LLC DE 6,500$286K0.1%N/A0.000%
2/18/2025 Harmony Asset Management LLC16,334$718K0.3%-64.3%0.000%
2/18/2025 49 Wealth Management LLC6,437$283K0.0%-10.3%0.000%
2/18/2025 DCM Advisors LLC200,656$8.80M4.1%+7.5%0.003%
2/18/2025 Orion Capital Management LLC24,090$1.06M0.5%-1.1%0.000%
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2/18/2025 Adalta Capital Management LLC2,000$88K0.0%-13.0%0.000%
2/18/2025 McIlrath & Eck LLC20,272$891K0.1%-49.8%0.000%
2/18/2025 Monograph Wealth Advisors LLC4,704$207K0.0%N/A0.000%
2/18/2025 Novem Group7,721$339K0.0%N/A0.000%
2/18/2025 Castleark Management LLC193,290$8.50M0.3%N/A0.003%
2/18/2025 MidWestOne Financial Group Inc.20,014$880K0.1%+1.5%0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp2,628,327$115.52M0.7%+15.7%0.034%
2/18/2025 Financial Avengers Inc.197,448$8.68M4.1%-10.4%0.003%
2/18/2025 Focus Partners Advisor Solutions LLC122,234$5.37M0.1%+31.7%0.002%
2/18/2025 First Heartland Consultants Inc.14,584$641K0.1%-2.1%0.000%
2/18/2025 Continuum Advisory LLC16,707$734K0.1%+1.4%0.000%
2/18/2025 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.891,374$39.18M4.7%+2,337.6%0.012%
2/18/2025 Lantern Wealth Advisors LLC20,458$899K0.6%+9.6%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45,092,517$1.98B0.5%+12.7%0.588%
2/17/2025 USS Investment Management Ltd1,066,076$46.88M0.3%-1.8%0.014%
2/17/2025 Vance Wealth LLC13,562$596K0.2%-9.6%0.000%
2/17/2025 Worldquant Millennium Advisors LLC1,719,854$75.59M0.5%-32.8%0.022%
2/17/2025 Waverly Advisors LLC278,666$12.25M0.2%+28.2%0.004%
2/17/2025 Wallace Capital Management Inc.4,794$211K0.0%N/A0.000%
2/17/2025 Wesleyan Assurance Society398,475$17.52M1.3%-2.8%0.005%
2/17/2025 Whelan Financial4,639$204K0.1%N/A0.000%
2/17/2025 Williams Jones Wealth Management LLC.81,831$3.60M0.0%-11.6%0.001%
2/17/2025 Willis Johnson & Associates Inc.20,689$909K0.1%-6.1%0.000%
2/17/2025 Woodline Partners LP400,886$17.62M0.1%N/A0.005%
2/17/2025 Zurich Insurance Group Ltd FI3,544,508$155.78M1.3%+24.3%0.046%
2/17/2025 iSAM Funds UK Ltd37,415$1.64M1.2%N/A0.000%
2/17/2025 Victrix Investment Advisors104,729$4.60M3.3%N/A0.001%
2/17/2025 Vident Advisory LLC602,490$26.48M0.5%+88.1%0.008%
2/17/2025 Spurstone Advisory Services LLC780$34K0.6%N/A0.000%
2/17/2025 Visionary Wealth Advisors42,255$1.86M0.1%-5.3%0.001%
2/17/2025 Vivaldi Capital Management LP10,333$487K0.1%+83.8%0.000%
2/17/2025 Waters Parkerson & CO. LLC1,165,616$51.23M2.7%+0.8%0.015%
2/17/2025 Westwood Holdings Group Inc.2,774,714$121.95M0.9%-25.1%0.036%
2/17/2025 St. Clair Advisors LLC5,560$244K0.1%N/A0.000%
2/17/2025 Twinbeech Capital LP21,751$956K0.0%-74.0%0.000%
2/17/2025 Triglav Skladi D.O.O.161,788$7.11M0.6%N/A0.002%
2/17/2025 Two Sigma Advisers LP11,677,600$513.23M1.2%+14.4%0.152%
2/17/2025 Two Sigma Investments LP5,382,353$236.55M0.5%-5.3%0.070%
2/17/2025 Teewinot Capital Advisers L.L.C.1,486,144$65.32M6.7%-3.7%0.019%
2/17/2025 Texas Bank & Trust Co5,557$244K0.1%N/A0.000%
2/17/2025 Tidal Investments LLC270,427$11.89M0.1%-8.3%0.004%
2/17/2025 Theleme Partners LLP5,994,300$263.45M17.7%N/A0.078%
2/17/2025 TrinityPoint Wealth LLC37,137$1.63M0.2%+1.5%0.000%
2/17/2025 Stonebrook Private Inc.18,503$813K0.2%+4.5%0.000%
2/17/2025 Strive Asset Management LLC20,397$896K0.7%N/A0.000%
2/17/2025 Toronto Dominion Bank1,850,805$81.34M0.1%-41.9%0.024%
2/17/2025 Studio Investment Management LLC58,252$2.56M0.5%-2.6%0.001%
2/17/2025 Safeguard Investment Advisory Group LLC38,644$1.70M0.5%-1.1%0.001%
2/17/2025 Sculptor Capital LP1,102,655$48.46M0.6%+29.3%0.014%
2/17/2025 Siemens Fonds Invest GmbH12,618$555K0.0%-94.2%0.000%
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2/17/2025 SGL Investment Advisors Inc.5,406$250K0.1%+8.4%0.000%
2/17/2025 Shapiro Capital Management LLC2,207,346$97.01M3.3%-5.1%0.029%
2/17/2025 Shell Asset Management Co.45,975$2.02M0.1%-7.9%0.001%
2/17/2025 Sherbrooke Park Advisers LLC13,299$584K0.2%-49.4%0.000%
2/17/2025 Silvercrest Asset Management Group LLC409,433$18.00M0.1%+445.6%0.005%
2/17/2025 Rafferty Asset Management LLC2,355,158$103.51M0.4%+2.9%0.031%
2/17/2025 Raiffeisen Bank International AG135,032$5.93M0.1%N/A0.002%
2/17/2025 Redwood Grove Capital LLC360,607$15.85M4.9%-15.8%0.005%
2/17/2025 Point72 Asia Singapore Pte. Ltd.166,695$7.33M1.9%+568.8%0.002%
2/17/2025 Point72 Europe London LLP653,100$28.70M1.7%+275.6%0.009%
(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, 3,190 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. ($28.91B), Geode Capital Management LLC ($6.24B), Price T Rowe Associates Inc. MD ($5.38B), Norges Bank ($5.23B), Capital World Investors ($3.88B), and Northern Trust Corp ($2.99B).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 2,699 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 ($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), Fisher Asset Management LLC ($25.37M), Berkshire Hathaway Inc ($22.75M), 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 1,089,303,839 shares in the last 24 months. This purchase volume represents approximately $39.04B in transactions.

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

Of the 2,160 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 ($352.62M), Capital World Investors ($35.66M), Arrowstreet Capital Limited Partnership ($22.78M), Dodge & Cox ($22.15M), Clearbridge Investments LLC ($21.08M), Price T Rowe Associates Inc. MD ($17.40M), and Bank of New York Mellon Corp ($16.18M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 836,570,912 shares in the last 24 months. This volume of shares sold represents approximately $31.30B in transactions.



This page (NYSE:BAC) was last updated on 2/21/2025 by MarketBeat.com Staff
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