QQQ   432.79 (+0.19%)
AAPL   188.32 (-0.58%)
MSFT   414.11 (+0.01%)
META   470.00 (+0.09%)
GOOGL   145.91 (+0.25%)
AMZN   169.84 (-0.40%)
TSLA   189.56 (+1.06%)
NVDA   696.41 (-0.65%)
NIO   5.82 (-0.68%)
AMD   169.35 (-0.93%)
BABA   70.74 (-3.94%)
T   16.82 (-2.94%)
F   12.83 (+0.23%)
MU   84.88 (-0.34%)
CGC   4.11 (-4.86%)
GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
PFE   27.56 (+0.00%)
PYPL   56.13 (-11.24%)
XOM   103.97 (+1.71%)
QQQ   432.79 (+0.19%)
AAPL   188.32 (-0.58%)
MSFT   414.11 (+0.01%)
META   470.00 (+0.09%)
GOOGL   145.91 (+0.25%)
AMZN   169.84 (-0.40%)
TSLA   189.56 (+1.06%)
NVDA   696.41 (-0.65%)
NIO   5.82 (-0.68%)
AMD   169.35 (-0.93%)
BABA   70.74 (-3.94%)
T   16.82 (-2.94%)
F   12.83 (+0.23%)
MU   84.88 (-0.34%)
CGC   4.11 (-4.86%)
GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
PFE   27.56 (+0.00%)
PYPL   56.13 (-11.24%)
XOM   103.97 (+1.71%)
QQQ   432.79 (+0.19%)
AAPL   188.32 (-0.58%)
MSFT   414.11 (+0.01%)
META   470.00 (+0.09%)
GOOGL   145.91 (+0.25%)
AMZN   169.84 (-0.40%)
TSLA   189.56 (+1.06%)
NVDA   696.41 (-0.65%)
NIO   5.82 (-0.68%)
AMD   169.35 (-0.93%)
BABA   70.74 (-3.94%)
T   16.82 (-2.94%)
F   12.83 (+0.23%)
MU   84.88 (-0.34%)
CGC   4.11 (-4.86%)
GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
PFE   27.56 (+0.00%)
PYPL   56.13 (-11.24%)
XOM   103.97 (+1.71%)
QQQ   432.79 (+0.19%)
AAPL   188.32 (-0.58%)
MSFT   414.11 (+0.01%)
META   470.00 (+0.09%)
GOOGL   145.91 (+0.25%)
AMZN   169.84 (-0.40%)
TSLA   189.56 (+1.06%)
NVDA   696.41 (-0.65%)
NIO   5.82 (-0.68%)
AMD   169.35 (-0.93%)
BABA   70.74 (-3.94%)
T   16.82 (-2.94%)
F   12.83 (+0.23%)
MU   84.88 (-0.34%)
CGC   4.11 (-4.86%)
GE   139.07 (+0.41%)
DIS   110.54 (+11.50%)
AMC   4.09 (+3.81%)
PFE   27.56 (+0.00%)
PYPL   56.13 (-11.24%)
XOM   103.97 (+1.71%)

Bank of America (BAC) Institutional Ownership

$33.12
-0.06 (-0.18%)
(As of 02/8/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Bank of America (NYSE:BAC)

Current
Institutional Ownership
Percentage
68.06%
Number of
Institutional Buyers
(last 12 months)
1807
Total
Institutional Inflows
(last 12 months)
$24.23 B
Number of
Institutional Sellers
(last 12 months)
1552
Total
Institutional Outflows
(last 12 months)
$9.09 B
Get BAC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Bank of America stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

BAC Institutional Buying and Selling by Quarter


Bank of America Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/8/2024Applied Finance Capital Management LLC699,088$23.54M2.0%+21.0%0.009%
2/8/2024NorthRock Partners LLC57,174$1.93M0.2%+2.7%0.001%
2/8/2024Lee Financial Co5,685$0.19M0.0%+360.0%0.000%
2/8/2024Wafra Inc.423,847$14.27M0.8%-54.1%0.005%
2/8/2024Greenup Street Wealth Management LLC32,661$1.10M0.3%N/A0.000%
2/8/2024Texas Capital Bank Wealth Management Services Inc47,539$1.60M0.2%-49.2%0.001%
2/8/2024German American Bancorp Inc.136,297$4.59M0.6%-40.9%0.002%
2/8/2024Great Lakes Advisors LLC3,660,758$123.26M1.2%-30.1%0.046%
2/8/2024Private Wealth Management Group LLC6,279$0.21M0.1%N/A0.000%
2/8/2024Atlantic Edge Private Wealth Management LLC35,059$1.18M0.5%N/A0.000%
2/8/2024Trillium Asset Management LLC820,127$27.61M0.8%+11.8%0.010%
2/8/2024First Heartland Consultants Inc.17,164$0.58M0.1%+39.7%0.000%
2/8/2024Navellier & Associates Inc.11,744$0.40M0.1%-22.2%0.000%
2/8/2024Kingsview Wealth Management LLC85,461$2.88M0.1%-25.5%0.001%
2/8/2024Meridian Wealth Management LLC33,100$1.11M0.1%-55.4%0.000%
2/8/2024Panagora Asset Management Inc.3,257,062$109.67M0.6%+0.6%0.041%
2/8/2024Integrity Wealth Solutions LLC6,191$0.21M0.1%N/A0.000%
2/8/2024Princeton Capital Management LLC35,010$1.18M0.5%-2.0%0.000%
2/8/2024Haverford Trust Co27,982$0.94M0.0%+3.0%0.000%
2/8/2024Sound View Wealth Advisors Group LLC60,732$2.05M0.2%-2.5%0.001%
2/8/2024Wealth Advisory Solutions LLC13,339$0.45M0.2%-17.0%0.000%
2/8/2024Addison Capital Co14,893$0.50M0.3%-8.2%0.000%
2/8/2024Beacon Pointe Advisors LLC610,989$20.57M0.2%-5.4%0.008%
2/8/2024Quadrant Capital Group LLC78,831$2.65M0.2%+41.6%0.001%
2/8/2024Exchange Capital Management Inc.63,559$2.14M0.4%-5.1%0.001%
2/8/2024CarsonAllaria Wealth Management Ltd.2,403$81K0.1%-29.4%0.000%
2/8/2024Apexium Financial LP13,285$0.45M0.0%+11.5%0.000%
2/8/2024ARGA Investment Management LP251,574$8.47M0.3%+210.8%0.003%
2/8/2024Lazard Freres Gestion S.A.S.1,285,314$40.65M1.2%-14.8%0.016%
2/8/2024Savvy Advisors Inc.6,537$0.22M0.2%N/A0.000%
2/8/2024Guardian Capital Advisors LP17,750$0.61M0.1%-14.2%0.000%
2/8/2024Prospect Hill Management LLC341,400$11.50M6.9%-2.3%0.004%
2/8/2024Wade G W & Inc.164,413$5.54M0.2%+9.8%0.002%
2/8/2024Curi Wealth Management LLC18,473$0.62M0.1%-5.5%0.000%
2/8/2024Eagle Bay Advisors LLC7,679$0.26M0.2%-15.4%0.000%
2/8/2024KLR Investment Advisors LLC8,450$0.29M0.2%N/A0.000%
2/8/2024Foundations Investment Advisors LLC63,242$2.12M0.1%+9.1%0.001%
2/8/2024Eudaimonia Partners LLC10,484$0.35M0.1%-63.4%0.000%
2/8/2024Three Bridge Wealth Advisors LLC7,300$0.25M0.1%-12.0%0.000%
2/8/2024Janney Capital Management LLC294,258$9.91M0.7%-10.0%0.004%
2/8/2024Vanguard Personalized Indexing Management LLC411,285$13.85M0.4%-0.2%0.005%
2/8/2024Goelzer Investment Management Inc.180,581$6.08M0.4%+0.7%0.002%
2/8/2024Altman Advisors Inc.30,899$1.04M0.5%-36.7%0.000%
2/8/2024Nicholas Investment Partners LP177,313$5.97M0.7%N/A0.002%
2/8/2024Lmcg Investments LLC267,866$9.02M0.6%-4.4%0.003%
2/8/2024Vise Technologies Inc.59,764$2.01M0.4%+12.0%0.001%
2/8/2024Oak Hill Wealth Advisors LLC6,747$0.23M0.1%-14.4%0.000%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.7,819,772$262.20M0.5%+6.1%0.099%
2/8/2024Westpac Banking Corp100,508$3.38M0.3%-47.3%0.001%
2/8/2024Nvwm LLC48,274$1.63M0.5%-1.4%0.001%
2/8/2024Quotient Wealth Partners LLC42,620$1.44M0.1%N/A0.001%
2/8/2024Pinnacle Wealth Planning Services Inc.38,463$1.30M0.2%+15.9%0.000%
2/8/2024First United Bank & Trust5,022$0.17M0.1%N/A0.000%
2/8/2024Advisor OS LLC44,693$1.51M0.2%+4.1%0.001%
2/8/2024Pacific Global Investment Management Co.247,964$8.35M1.7%-2.1%0.003%
2/8/2024Massachusetts Financial Services Co. MA18,590,562$625.94M0.2%0.0%0.235%
2/8/2024Psagot Value Holdings Ltd. Israel 33,575$1.14M0.5%+7.5%0.000%
2/8/20241ST Source Bank95,499$3.22M0.2%-0.3%0.001%
2/7/2024Avantax Advisory Services Inc.266,915$8.99M0.1%-0.6%0.003%
2/7/2024Consolidated Capital Management LLC110,294$3.71M2.0%-3.5%0.001%
2/7/2024Checchi Capital Advisers LLC71,464$2.41M0.2%-2.1%0.001%
2/7/2024Boston Partners7,549,193$254.14M0.3%-0.8%0.095%
2/7/2024Gratus Capital LLC17,495$0.59M0.0%+4.7%0.000%
2/7/2024Almanack Investment Partners LLC.7,884$0.27M0.0%N/A0.000%
2/7/2024Ieq Capital LLC235,336$7.92M0.1%-6.7%0.003%
2/7/2024Forum Financial Management LP93,079$3.13M0.1%-2.9%0.001%
2/7/2024Principal Financial Group Inc.15,214,872$512.29M0.3%+3.9%0.192%
2/7/2024Private Portfolio Partners LLC13,392$0.45M0.1%+4.0%0.000%
2/7/2024Envestnet Portfolio Solutions Inc.407,849$13.73M0.1%+1.7%0.005%
2/7/2024Formidable Asset Management LLC77,386$2.61M0.6%-0.9%0.001%
2/7/2024SP Asset Management LLC480,203$16.17M1.7%-0.3%0.006%
2/7/2024Dimensional Fund Advisors LP35,710,157$1.20B0.4%-4.4%0.451%
2/7/2024QRG Capital Management Inc.758,340$25.53M0.4%+2.8%0.010%
2/7/2024Invst LLC6,894$0.23M0.0%N/A0.000%
2/7/2024Strategic Advocates LLC41,653$1.40M0.6%+1.8%0.001%
2/7/2024Jump Financial LLC8,562$0.29M0.0%-70.0%0.000%
2/7/2024Qsemble Capital Management LP119,538$4.03M1.0%-34.6%0.002%
2/7/2024Johnson Investment Counsel Inc.263,548$8.87M0.1%-14.9%0.003%
2/7/2024Seizert Capital Partners LLC1,055,590$35.54M1.8%-17.5%0.013%
2/7/2024Gateway Advisory LLC8,394$0.28M0.1%+13.4%0.000%
2/7/2024Evergreen Wealth Solutions LLC14,007$0.47M0.4%+7.8%0.000%
2/7/2024Integrity Financial Corp WA12,592$0.42M0.3%-5.9%0.000%
2/7/2024Cary Street Partners Investment Advisory LLC153,463$5.17M0.2%-5.1%0.002%
2/7/2024Royal Capital Wealth Management LLC6,276$0.21M0.2%N/A0.000%
2/7/2024Teacher Retirement System of Texas2,078,326$69.98M0.5%+2.7%0.026%
2/7/2024Warther Private Wealth LLC252,626$8.51M4.8%+145.7%0.003%
2/7/2024Canoe Financial LP2,685,000$90.40M0.2%N/A0.034%
2/7/2024Rossmore Private Capital26,537$0.89M0.1%+1.2%0.000%
2/7/2024First City Capital Management Inc.59,224$1.99M1.1%+1.3%0.001%
2/7/2024MPS Loria Financial Planners LLC6,090$0.21M0.1%N/A0.000%
2/7/2024Reynders McVeigh Capital Management LLC11,758$0.40M0.0%-39.2%0.000%
2/7/2024Lincluden Management Ltd.158,066$5.32M0.6%+3.3%0.002%
2/7/2024Stoneridge Investment Partners LLC39,130$1.32M0.6%N/A0.000%
2/7/2024VisionPoint Advisory Group LLC2,688$91K0.0%-33.1%0.000%
2/7/2024Northwest Financial Advisors2,236$75K0.1%N/A0.000%
2/7/2024Accredited Investors Inc.23,582$0.79M0.1%-3.9%0.000%
2/7/2024Thompson Siegel & Walmsley LLC292,065$9.83M0.2%-3.9%0.004%
2/7/2024Wharton Business Group LLC201,307$6.78M0.3%-42.8%0.003%
2/7/2024Access Investment Management LLC230,000$7.74M2.9%N/A0.003%
2/7/2024Calton & Associates Inc.25,222$0.85M0.3%N/A0.000%
(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, 2,981 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. ($16.67B), Geode Capital Management LLC ($3.64B), Price T Rowe Associates Inc. MD ($3.44B), Norges Bank ($3.44B), Northern Trust Corp ($1.85B), and Bank of New York Mellon Corp ($1.43B).Learn more on BAC's institutional investors.

What percentage of Bank of America stock is owned by institutional investors?

68.06% 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 2,610 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: Moneta Group Investment Advisors LLC ($193.03M), Norges Bank ($192.28M), Bank Julius Baer & Co. Ltd Zurich ($97.87M), Price T Rowe Associates Inc. MD ($62.40M), Fisher Asset Management LLC ($37.20M), Parnassus Investments LLC ($34.66M), and Barclays PLC ($27M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 1,189,608,144 shares in the last 24 months. This purchase volume represents approximately $39.34B in transactions.

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

Of the 2,089 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 ($54.70M), Price T Rowe Associates Inc. MD ($40.32M), Clearbridge Investments LLC ($21.98M), Altshuler Shaham Ltd ($20.35M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.96M), Arrowstreet Capital Limited Partnership ($17.36M), and Sculptor Capital LP ($17.19M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 610,758,195 shares in the last 24 months. This volume of shares sold represents approximately $20.31B in transactions.


Related Companies:
This page (NYSE:BAC) was last updated on 2/8/2024 by MarketBeat.com Staff

My Account -