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Bank of America (BAC) Institutional Ownership

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$43.09 +0.62 (+1.45%)
Closing price 03:59 PM Eastern
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$43.04 -0.05 (-0.11%)
As of 05:39 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)
1864
Total
Institutional Inflows
(last 12 months)
$21.39B
Number of
Institutional Sellers
(last 12 months)
1598
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
3/24/2025Mascagni Wealth Management Inc.911$40K0.0%N/A0.000%
3/19/2025DSG Capital Advisors LLC153,652$6.75M1.2%N/A0.002%
3/19/2025Chancellor Financial Group WB LP36,198$1.59M1.3%N/A0.000%
3/18/2025Triton Wealth Management PLLC11,138$504K0.3%+20.8%0.000%
3/18/2025111 Capital76,412$3.36M0.7%N/A0.001%
3/17/2025 NorthCrest Asset Manangement LLC970,343$42.65M1.3%+1.8%0.013%
3/14/2025 Hara Capital LLC16,451$723K0.5%-3.5%0.000%
3/12/2025 Palogic Value Management L.P.46,534$2.05M0.0%-4.2%0.001%
3/11/2025 Campbell Deegan Wealth Management LLC9,559$420K0.5%N/A0.000%
3/10/2025 General Pension Society PZU Joint Stock Co539,896$23.73M7.3%-10.9%0.007%
3/10/2025 Mattson Financial Services LLC60,541$2.66M0.8%-16.5%0.001%
3/6/2025 IronOak Wealth LLC.24,489$1.08M1.2%N/A0.000%
3/6/2025 Wood Tarver Financial Group LLC884$38K0.0%N/A0.000%
3/6/2025 TFR Capital LLC.10,361$455K0.2%N/A0.000%
3/5/2025 Phocas Financial Corp.4,640$204K0.0%N/A0.000%
3/5/2025 Copley Financial Group Inc.13,368$588K0.5%-3.5%0.000%
3/4/2025 Birmingham Capital Management Co. Inc. AL62,850$2.76M1.0%-24.9%0.001%
3/4/2025 Dogwood Wealth Management LLC14,895$655K0.3%+24.7%0.000%
3/4/2025 Siemens Fonds Invest GmbH12,618$555K0.0%-94.2%0.000%
2/28/2025 BridgePort Financial Solutions LLC7,225$319K0.1%N/A0.000%
2/28/2025 Park Square Financial Group LLC2,911$128K0.1%N/A0.000%
2/28/2025 Menard Financial Group LLC20,620$906K0.5%+1.2%0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH4,959,710$217.98M0.4%N/A0.065%
2/28/2025 Brooklyn FI LLC24,416$1.08M0.2%N/A0.000%
2/28/2025 Employees Retirement System of Texas158,455$6.96M0.1%+12.7%0.002%
2/27/2025 Skyline Advisors Inc.21,022$924K0.4%-9.1%0.000%
2/27/2025 Brucke Financial Inc.13,242$613K0.5%N/A0.000%
2/27/2025 Omnia Family Wealth LLC19,027$836K0.3%+1.9%0.000%
2/27/2025 ABLE Financial Group LLC13,459$592K0.2%+20.0%0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.33,778$1.49M0.2%-10.7%0.000%
2/27/2025 Carolinas Wealth Consulting LLC40,688$1.79M0.3%-44.8%0.001%
2/26/2025 Yoffe Investment Management LLC5,573$245K0.4%N/A0.000%
2/26/2025 LifeWealth Investments LLC4,822$212K0.1%N/A0.000%
2/26/2025 LM Advisors LLC51,922$2.28M0.4%+4.0%0.001%
2/26/2025 Lakeshore Capital Group Inc.15,717$691K1.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC14,604$642K0.1%-5.7%0.000%
2/25/2025 Heck Capital Advisors LLC9,752$429K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC20,449$899K0.5%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.180,373$7.93M0.3%-10.5%0.002%
2/25/2025 Brick & Kyle Associates92,239$4.05M1.7%-0.8%0.001%
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2/25/2025 Armis Advisers LLC19,352$851K0.1%N/A0.000%
2/25/2025 Shufro Rose & Co. LLC50,904$2.24M0.2%-1.8%0.001%
2/25/2025 Integrated Advisors Network LLC167,579$7.37M0.4%+93.8%0.002%
2/25/2025 Garde Capital Inc.11,479$505K0.0%+24.6%0.000%
2/24/2025 Hall Capital Management Co. Inc.14,096$620K0.3%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.239,373$10.52M0.2%-7.6%0.003%
2/24/2025 Cypress Asset Management Inc. TX16,782$751K0.2%N/A0.000%
2/24/2025 Ameriflex Group Inc.4,718$218K0.1%N/A0.000%
2/24/2025 United Advisor Group LLC18,120$796K0.2%-7.9%0.000%
2/24/2025 Sunbeam Capital Management LLC6,026$265K0.2%N/A0.000%
2/24/2025 Challenger Wealth Management7,241$318K0.3%N/A0.000%
2/22/2025 American Trust8,694$382K0.0%-8.8%0.000%
2/21/2025 Ascent Group LLC148,969$6.55M0.5%+14.2%0.002%
2/21/2025 WNY Asset Management LLC15,137$665K0.1%-25.3%0.000%
2/21/2025 RedJay Asset Management Inc.250,000$10.99M6.7%-9.1%0.003%
2/21/2025 Putney Financial Group LLC6,905$303K0.2%N/A0.000%
2/21/2025 PVG 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%
2/20/2025 Griffith & Werner Inc.101,059$4.44M2.9%N/A0.001%
2/20/2025 Sunbeam Capital Management LLC1,267$56K0.1%N/A0.000%
2/20/2025 Drucker Wealth 3.0 LLC14,654$644K0.1%-5.4%0.000%
2/20/2025 Jupiter 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%
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Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

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%
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%
(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, 3,207 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 2,718 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 1,093,492,007 shares in the last 24 months. This purchase volume represents approximately $39.24B in transactions.

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

Of the 2,161 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 836,894,774 shares in the last 24 months. This volume of shares sold represents approximately $31.32B in transactions.



This page (NYSE:BAC) was last updated on 3/24/2025 by MarketBeat.com Staff
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