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Bank of America (BAC) Institutional Ownership

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$35.93 +0.08 (+0.23%)
Closing price 04/11/2025 03:59 PM Eastern
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$35.94 +0.01 (+0.01%)
As of 04/11/2025 08:00 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)
1861
Total
Institutional Inflows
(last 12 months)
$21.57B
Number of
Institutional Sellers
(last 12 months)
1597
Total
Institutional Outflows
(last 12 months)
$23.45B
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BAC Institutional Buying and Selling by Quarter

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Bank of America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/11/2025Perkins Coie Trust Co1,047$44K0.0%+67.8%0.000%
4/11/2025First City Capital Management Inc.54,392$2.27M1.4%-11.1%0.001%
4/11/2025Piscataqua Savings Bank56,349$2.35M2.1%+1.8%0.001%
4/11/2025Princeton Global Asset Management LLC96,871$4.04M0.8%+1.5%0.001%
4/11/2025Intergy Private Wealth LLC5,280$220K0.1%-26.1%0.000%
4/11/2025Gateway Investment Advisers LLC2,052,586$85.65M1.0%-3.7%0.027%
4/11/2025Seneca House Advisors26,733$1.12M0.5%-2.4%0.000%
4/11/2025Independence Bank of Kentucky45,650$1.91M0.3%+14.9%0.001%
4/11/2025Alliance Wealth Advisors LLC13,979$583K0.3%-2.3%0.000%
4/11/2025Hudson Valley Investment Advisors Inc. ADV89,143$3.72M0.4%-7.7%0.001%
4/11/2025Sara Bay Financial10,101$417K0.2%-9.0%0.000%
4/11/2025City State Bank14,706$614K0.2%-3.7%0.000%
4/11/2025Impact Capital Partners LLC9,606$401K0.1%+5.1%0.000%
4/11/2025Chemistry Wealth Management LLC90,059$3.76M0.9%-5.2%0.001%
4/11/2025Cranbrook Wealth Management LLC1,049$44K0.0%+41.2%0.000%
4/11/2025Verum Partners LLC12,288$513K0.1%-3.8%0.000%
4/11/2025Udine Wealth Management Inc.217,833$9.09M6.1%+6.5%0.003%
4/11/2025Sard Wealth Management Group LLC5,633$235K0.2%+10.4%0.000%
4/11/2025Snider Financial Group26,562$1.11M0.4%-3.9%0.000%
4/11/2025Arkfeld Wealth Strategies L.L.C.23,616$985K0.4%-5.3%0.000%
4/11/2025SeaCrest Wealth Management LLC37,845$1.58M0.2%-4.2%0.000%
4/11/2025McNamara Financial Services Inc.5,722$239K0.1%N/A0.000%
4/11/2025Procyon Advisors LLC77,040$3.22M0.2%+32.7%0.001%
4/11/2025AGH Wealth Advisors LLC13,082$546K0.5%-6.8%0.000%
4/11/2025Stablepoint Partners LLC9,120$381K0.1%+13.5%0.000%
4/11/2025Consilio Wealth Advisors LLC8,805$367K0.2%+3.3%0.000%
4/11/2025Avity Investment Management Inc.57,225$2.39M0.2%-12.7%0.001%
4/11/2025Adamsbrown Wealth Consultants LLC10,618$443K0.1%+4.4%0.000%
4/11/2025Curat Global LLC8,690$363K0.4%N/A0.000%
4/11/2025Generali Investments Management Co LLC94,508$3.94M1.1%-5.4%0.001%
4/11/2025E. Ohman J or Asset Management AB299,450$12.50M0.3%-6.1%0.004%
4/11/2025Signal Advisors Wealth LLC36,521$1.52M0.1%+7.7%0.000%
4/11/2025Ullmann Wealth Partners Group LLC52,985$2.21M0.3%+1.6%0.001%
4/11/2025Edge Wealth Management LLC21,827$911K0.2%-2.2%0.000%
4/11/2025Foster Group Inc.11,647$486K0.0%+15.5%0.000%
4/11/2025AMI Investment Management Inc.83,492$3.48M1.1%+1.2%0.001%
4/11/2025Vest Financial LLC274,403$11.45M0.2%-64.4%0.004%
4/11/2025Annex Advisory Services LLC71,618$2.99M0.1%+766.3%0.001%
4/10/2025 Breakwater Capital Group36,884$1.54M0.3%-2.7%0.000%
4/10/2025 Retirement Planning Group LLC7,355$307K0.0%-5.0%0.000%
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4/10/2025 Charles Schwab Trust Co8,277$345K0.0%-7.6%0.000%
4/10/2025 Thrive Wealth Management LLC11,753$490K0.1%-6.9%0.000%
4/10/2025 Arthur M. Cohen & Associates LLC8,471$353K0.1%-10.1%0.000%
4/10/2025 Diligent Investors LLC67,589$2.82M0.7%+1.3%0.001%
4/10/2025 Cypress Wealth Services LLC9,414$393K0.1%-19.9%0.000%
4/10/2025 Fermata Advisors LLC14,083$588K0.1%+115.6%0.000%
4/10/2025 LS Investment Advisors LLC275,665$11.50M1.8%-2.5%0.004%
4/10/2025 Grassi Investment Management424,750$17.73M1.6%-0.5%0.006%
4/10/2025 HF Advisory Group LLC20,116$839K0.4%+5.4%0.000%
4/10/2025 Bay Rivers Group13,816$577K0.3%+4.2%0.000%
4/10/2025 Channel Wealth LLC9,527$398K0.1%-5.4%0.000%
4/10/2025 Secure Asset Management LLC64,211$2.68M0.5%+538.8%0.001%
4/10/2025 Portside Wealth Group LLC48,399$2.13M0.4%+6.8%0.001%
4/10/2025 Key Client Fiduciary Advisors LLC36,942$1.54M0.7%-0.8%0.000%
4/10/2025 TruWealth Advisors LLC22,822$952K0.1%-8.1%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC74,985$3.13M0.6%-8.5%0.001%
4/10/2025 Nixon Peabody Trust Co.303,788$12.68M1.1%+0.8%0.004%
4/10/2025 Sendero Wealth Management LLC9,112$380K0.1%+5.6%0.000%
4/10/2025 Floyd Financial Group LLC14,076$587K0.5%+7.9%0.000%
4/10/2025 Richard P Slaughter Associates Inc16,698$697K0.2%N/A0.000%
4/10/2025 Iams Wealth Management LLC34,614$1.44M0.7%+7.2%0.000%
4/10/2025 Strategic Planning Group LLC5,522$230K0.0%+5.8%0.000%
4/10/2025 SS&H Financial Advisors Inc.68,533$2.86M1.1%-1.5%0.001%
4/10/2025 Contravisory Investment Management Inc.235,025$9.81M2.1%+8.2%0.003%
4/10/2025 Accel Wealth Management16,294$680K0.2%-4.5%0.000%
4/10/2025 TrueWealth Advisors LLC9,006$376K0.1%+3.3%0.000%
4/10/2025 Apella Capital LLC12,472$520K0.0%+10.1%0.000%
4/10/2025 Triangle Securities Wealth Management70,936$2.96M0.8%-2.2%0.001%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc388,152$16.21M0.2%-3.0%0.005%
4/10/2025 CGN Advisors LLC9,617$401K0.0%+27.6%0.000%
4/10/2025 Bridge Creek Capital Management LLC182,840$7.63M2.4%-2.6%0.002%
4/10/2025 Smith Anglin Financial LLC12,910$539K0.1%-2.1%0.000%
4/9/2025 Planned Solutions Inc.10,022$418K0.2%+30.2%0.000%
4/9/2025 Bourgeon Capital Management LLC286,534$11.96M2.6%+2.6%0.004%
4/9/2025 Sentry Investment Management LLC21,142$882K0.6%+31.7%0.000%
4/9/2025 RFG Advisory LLC16,117$673K0.0%-11.3%0.000%
4/9/2025 Capital Asset Advisory Services LLC93,662$3.92M0.2%+4.4%0.001%
4/9/2025 McLean Asset Management Corp28,587$1.19M0.4%-3.5%0.000%
4/9/2025 Fulton Bank N.A.137,144$5.72M0.2%-7.9%0.002%
4/9/2025 HBW Advisory Services LLC9,929$414K0.1%-3.2%0.000%
4/9/2025 Merit Financial Group LLC172,511$7.20M0.1%+27.4%0.002%
4/9/2025 Baxter Bros Inc.40,007$1.67M0.2%+3.2%0.001%
4/9/2025 Paladin Wealth LLC15,495$647K0.6%+7.4%0.000%
4/9/2025 Lbmc Investment Advisors LLC17,393$726K0.1%-18.7%0.000%
4/9/2025 Harbor Investment Advisory LLC101,604$4.24M0.4%-0.5%0.001%
4/9/2025 Inspirion Wealth Advisors LLC19,940$832K0.1%+7.1%0.000%
4/9/2025 High Net Worth Advisory Group LLC16,263$679K0.2%-2.7%0.000%
4/9/2025 Gradient Investments LLC696,416$29.06M0.6%+7.8%0.009%
4/9/2025 LVW Advisors LLC29,129$1.22M0.1%-7.8%0.000%
4/9/2025 Sweeney & Michel LLC34,343$1.43M0.6%N/A0.000%
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4/9/2025 Fragasso Financial Advisors Inc46,194$1.93M0.1%+565.0%0.001%
4/9/2025 QV Investors Inc.20,580$859K0.1%-85.6%0.000%
4/9/2025 Fiduciary Alliance LLC58,722$2.45M0.2%+4.8%0.001%
4/9/2025 Douglas Lane & Associates LLC2,116,983$88.34M1.3%-4.1%0.028%
4/9/2025 Woodstock Corp158,649$6.62M0.7%-0.7%0.002%
4/9/2025 Wright Investors Service Inc.96,763$4.04M1.3%+12.0%0.001%
4/9/2025 American National Bank & Trust26,989$1.13M0.1%+2.2%0.000%
4/9/2025 Iowa State Bank96,036$4.01M0.9%+6.7%0.001%
4/9/2025 General Pension Society PZU Joint Stock Co337,112$14.07M4.7%-37.6%0.004%
4/9/2025 Czech National Bank1,520,845$63.47M0.6%+5.1%0.020%
(Data available from 1/1/2016 forward)

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BAC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BAC shares?

During the previous two years, 3,209 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 2,719 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 1,096,488,060 shares in the last 24 months. This purchase volume represents approximately $39.39B in transactions.

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

Of the 2,164 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 837,765,533 shares in the last 24 months. This volume of shares sold represents approximately $31.36B in transactions.



This page (NYSE:BAC) was last updated on 4/14/2025 by MarketBeat.com Staff
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