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Bank of America (BAC) Institutional Ownership

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(As of 05/3/2024 ET)
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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)
1718
Total
Institutional Inflows
(last 12 months)
$17.51B
Number of
Institutional Sellers
(last 12 months)
1504
Total
Institutional Outflows
(last 12 months)
$7.65B
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BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Hemington Wealth Management12,018$456K0.2%-5.2%0.000%
5/4/2024Chapman Investment Management LLC11,917$452K0.3%-9.7%0.000%
5/4/2024Howland Capital Management LLC50,460$1.91M0.1%-0.9%0.001%
5/4/2024SPC Financial Inc.25,577$970K0.1%-7.3%0.000%
5/4/2024Geneos Wealth Management Inc.33,233$1.26M0.1%-7.2%0.000%
5/4/2024DAVENPORT & Co LLC390,384$14.80M0.1%+4.9%0.005%
5/4/2024Gould Asset Management LLC CA6,679$253K0.1%-5.2%0.000%
5/4/2024Team Hewins LLC55,955$2.12M0.3%-1.3%0.001%
5/4/2024Affinity Investment Advisors LLC84,657$3.21M2.3%-0.3%0.001%
5/4/2024Csenge Advisory Group40,818$1.55M0.1%-2.0%0.001%
5/4/2024Richardson Financial Services Inc.2,182$83K0.1%+57.9%0.000%
5/3/2024Signaturefd LLC171,307$6.50M0.1%+3.3%0.002%
5/3/2024Wittenberg Investment Management Inc.168,156$6.38M2.2%-37.6%0.002%
5/3/2024Integris Wealth Management LLC9,718$369K0.1%-21.1%0.000%
5/3/2024Embree Financial Group96,103$3.64M0.7%-4.0%0.001%
5/3/2024STAR Financial Bank10,533$399K0.3%-4.6%0.000%
5/3/2024Clarity Capital Partners LLC7,964$302K0.2%+4.1%0.000%
5/3/2024Carson Advisory Inc.62,542$2.37M1.7%+3.8%0.001%
5/3/2024Catalina Capital Group LLC21,046$798K0.3%+229.5%0.000%
5/3/2024Avidian Wealth Solutions LLC25,864$981K0.0%+24.6%0.000%
5/3/2024Mediolanum International Funds Ltd1,309,837$49.53M0.8%N/A0.017%
5/3/2024Pzena Investment Management LLC21,465,791$813.98M2.8%+4.7%0.274%
5/3/2024Larson Financial Group LLC10,449$396K0.0%+541.8%0.000%
5/3/2024Callan Capital LLC24,852$942K0.1%+18.5%0.000%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors16,505$626K0.1%+50.8%0.000%
5/3/2024Rehmann Capital Advisory Group39,001$1.48M0.1%+4.0%0.000%
5/3/2024Chevy Chase Trust Holdings LLC3,909,744$148.26M0.5%+0.2%0.050%
5/3/2024Commerce Bank1,241,617$47.08M0.3%-4.7%0.016%
5/3/2024Wellington Shields Capital Management LLC47,020$1.78M0.3%-3.3%0.001%
5/3/2024Easterly Investment Partners LLC604,514$22.92M1.8%+69.3%0.008%
5/3/2024Wellington Shields & Co. LLC1,798$68K0.0%-21.8%0.000%
5/3/2024BI Asset Management Fondsmaeglerselskab A S1,089,877$41.33M0.8%+1.5%0.014%
5/3/2024Boomfish Wealth Group LLC37,682$1.43M1.0%-2.0%0.000%
5/3/2024United Community Bank6,542$248K0.1%-48.2%0.000%
5/3/2024CapWealth Advisors LLC741,478$28.12M3.2%-1.2%0.009%
5/3/2024Peoples Bank OH21,262$806K0.4%-5.6%0.000%
5/3/2024Proficio Capital Partners LLC15,750$597K0.1%+10.8%0.000%
5/3/2024Liberty Wealth Management LLC26,972$1.02M0.2%-1.0%0.000%
5/3/2024Smith Salley Wealth Management106,844$4.05M0.3%-26.4%0.001%
5/3/2024Wulff Hansen & CO.53,008$2.01M2.0%-3.0%0.001%
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5/3/2024Whittier Trust Co. of Nevada Inc.79,311$3.01M0.1%-6.1%0.001%
5/3/2024Patron Partners LLC15,285$580K0.4%-6.9%0.000%
5/3/2024Hoertkorn Richard Charles324,509$12.31M5.3%-1.3%0.004%
5/2/2024Mutual Advisors LLC93,357$3.54M0.1%+11.4%0.001%
5/2/2024Diversified LLC11,922$452K0.1%-4.7%0.000%
5/2/2024Salomon & Ludwin LLC12,749$483K0.0%-3.1%0.000%
5/2/2024RiverFront Investment Group LLC15,337$582K0.0%+145.9%0.000%
5/2/2024Cliftonlarsonallen Wealth Advisors LLC32,540$1.23M0.0%-26.8%0.000%
5/2/2024USAdvisors Wealth Management LLC6,467$244K0.1%N/A0.000%
5/2/2024New England Capital Financial Advisors LLC832$32K0.0%-74.2%0.000%
5/2/2024Poplar Forest Capital LLC5,380$204K0.0%N/A0.000%
5/2/2024Financial Counselors Inc.64,590$2.45M0.0%-22.1%0.001%
5/2/2024Jennison Associates LLC7,408,917$280.95M0.2%-4.1%0.094%
5/2/2024Mutual of America Capital Management LLC902,685$34.23M0.4%-2.0%0.011%
5/2/2024Summit Financial Wealth Advisors LLC15,185$576K0.1%+6.0%0.000%
5/2/2024Wright Investors Service Inc.84,965$3.22M0.8%-0.7%0.001%
5/2/2024Daiwa Securities Group Inc.811,294$30.76M0.2%+4.9%0.010%
5/2/2024Graypoint LLC79,751$3.02M0.2%+8.0%0.001%
5/2/2024Hardy Reed LLC7,751$294K0.0%-9.7%0.000%
5/2/2024Haverford Trust Co29,628$1.12M0.0%+5.9%0.000%
5/2/2024Consolidated Planning Corp7,387$280K0.0%-8.3%0.000%
5/2/2024Pittenger & Anderson Inc.6,228$236K0.0%+29.5%0.000%
5/2/2024Quent Capital LLC29,760$1.13M0.1%+3.6%0.000%
5/2/2024Thompson Davis & CO. Inc.5,600$212K0.1%N/A0.000%
5/2/2024Nordea Investment Management AB1,255,919$47.36M0.1%-46.9%0.016%
5/2/2024Hosking Partners LLP2,217,004$84.07M3.1%-17.5%0.028%
5/2/2024Lincoln National Corp158,440$6.01M0.1%+4.4%0.002%
5/2/2024Almanack Investment Partners LLC.8,646$328K0.1%+9.7%0.000%
5/2/2024Bryn Mawr Capital Management LLC51,319$1.95M0.1%-1.3%0.001%
5/2/2024Mendel Money Management48,442$1.84M0.8%-188.1%0.001%
5/2/2024Goelzer Investment Management Inc.184,787$7.01M0.4%+2.3%0.002%
5/2/2024St. Louis Trust Co7,474$282K0.0%N/A0.000%
5/2/2024Montgomery Investment Management Inc.132,332$5.02M1.9%-30.9%0.002%
5/2/2024BNP Paribas286,968$10.88M0.5%N/A0.004%
5/2/2024Choreo LLC137,399$5.21M0.1%-0.8%0.002%
5/2/2024Tobam35,589$1.35M0.1%-4.3%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.177,020$6.71M0.3%+10.6%0.002%
5/2/2024Sippican Capital Advisors26,405$1.00M0.8%-7.0%0.000%
5/2/2024 Family Firm Inc.6,497$246K0.1%N/A0.000%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.53,032$2.01M0.5%+1.1%0.001%
5/2/2024 Crown Wealth Group LLC5,616$213K0.1%N/A0.000%
5/2/2024 Moloney Securities Asset Management LLC19,157$726K0.1%-9.8%0.000%
5/2/2024 Main Street Research LLC21,716$823K0.1%+227.6%0.000%
5/2/2024 Greenwood Capital Associates LLC106,415$4.04M0.5%-14.1%0.001%
5/2/2024 Schulhoff & Co. Inc.38,742$1.47M0.6%+3.0%0.000%
5/2/2024 PDS Planning Inc22,056$836K0.1%+8.5%0.000%
5/2/2024 Argent Advisors Inc.60,144$2.28M0.9%-2.9%0.001%
5/2/2024 Fortem Financial Group LLC16,886$640K0.3%+22.0%0.000%
5/1/2024 GLOBALT Investments LLC GA232,950$8.83M0.4%+49.4%0.003%
5/1/2024 Capital Investment Counsel Inc104,666$3.97M0.7%-2.9%0.001%
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5/1/2024 Tanager Wealth Management LLP5,636$214K0.0%N/A0.000%
5/1/2024 Paces Ferry Wealth Advisors LLC10,077$382K0.2%-5.6%0.000%
5/1/2024 StoneX Group Inc.23,478$896K0.1%+1.7%0.000%
5/1/2024 Schear Investment Advisers LLC25,453$965K0.8%-35.8%0.000%
5/1/2024 Resonant Capital Advisors LLC13,974$530K0.0%+40.8%0.000%
5/1/2024 Connecticut Wealth Management LLC42,545$1.61M0.1%-16.6%0.001%
5/1/2024 Janney Capital Management LLC293,227$11.12M0.7%-0.4%0.004%
5/1/2024 1834 Investment Advisors Co.26,504$1.01M0.1%-53.2%0.000%
5/1/2024 Blue Trust Inc.93,059$3.53M0.0%+5.7%0.001%
5/1/2024 Klingman & Associates LLC9,470$359K0.0%+5.3%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, 2,943 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 2,538 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 889,107,474 shares in the last 24 months. This purchase volume represents approximately $27.80B in transactions.

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

Of the 2,035 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 514,942,777 shares in the last 24 months. This volume of shares sold represents approximately $16.31B in transactions.


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

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