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S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Strange change at your bank (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The Ultimate Passive Income Play (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Recession risks are fading, business economists say, but political tensions pose threat to economy
The perfect AI stock under $10 (Ad)
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Biden's campaign joins TikTok, even as administration warns of national security concerns with app

Bank of America (BAC) Institutional Ownership

$33.07
-0.05 (-0.15%)
(As of 02/9/2024 08:55 PM ET)
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Institutional Ownership Changes (13F Filings) for Bank of America (NYSE:BAC)

Current
Institutional Ownership
Percentage
68.06%
Number of
Institutional Buyers
(last 12 months)
1784
Total
Institutional Inflows
(last 12 months)
$27.41 B
Number of
Institutional Sellers
(last 12 months)
1520
Total
Institutional Outflows
(last 12 months)
$8.89 B
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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
2/10/2024Linscomb & Williams Inc.319,856$10.77M0.6%-2.7%0.004%
2/9/2024Intech Investment Management LLC282,525$9.51M0.1%-13.4%0.004%
2/9/2024Nations Financial Group Inc. IA ADV21,399$0.72M0.1%-13.4%0.000%
2/9/2024Westfield Capital Management Co. LP214,916$7.24M0.0%+2.3%0.003%
2/9/2024Primecap Management Co. CA11,952,906$402.45M0.3%-12.6%0.151%
2/9/2024Johnson Financial Group Inc.21,247$0.72M0.0%+149.9%0.000%
2/9/2024Founders Financial Alliance LLC31,953$1.08M0.4%+3.3%0.000%
2/9/2024Nixon Peabody Trust Co.294,254$9.91M1.1%+508.2%0.004%
2/9/2024Sepio Capital LP34,734$1.17M0.1%-11.1%0.000%
2/9/2024Skopos Labs Inc.27,941$0.94M0.4%N/A0.000%
2/9/2024Congress Wealth Management LLC DE 174,921$5.89M0.1%+9.0%0.002%
2/9/2024Hoylecohen LLC333,085$11.22M0.9%-1.1%0.004%
2/9/2024ProVise Management Group LLC92,481$3.11M0.3%-1.2%0.001%
2/9/2024Orion Portfolio Solutions LLC185,028$6.32M0.1%-4.0%0.002%
2/9/2024TBH Global Asset Management LLC16,264$0.55M0.1%+16.9%0.000%
2/9/2024Team Hewins LLC56,715$1.91M0.3%N/A0.001%
2/9/2024Cypress Asset Management Inc. TX15,357$0.52M0.2%N/A0.000%
2/9/2024Avantax Planning Partners Inc.90,964$3.06M0.1%-13.7%0.001%
2/9/2024TCW Group Inc.149,737$5.06M0.1%+264.5%0.002%
2/9/2024SageView Advisory Group LLC51,688$1.80M0.1%+25.0%0.001%
2/9/2024AXS Investments LLC11,204$0.38M0.1%-8.3%0.000%
2/9/2024FineMark National Bank & Trust94,227$3.17M0.1%+75.1%0.001%
2/9/2024Commerce Bank1,303,357$43.88M0.3%+21.6%0.016%
2/9/2024Mark Sheptoff Financial Planning LLC1,062$36K0.0%+431.0%0.000%
2/9/2024Oak Harbor Wealth Partners LLC12,141$0.41M0.1%+13.8%0.000%
2/9/2024BlackDiamond Wealth Management LLC6,751$0.22M0.2%N/A0.000%
2/9/2024Moreno Evelyn V83,657$2.82M1.3%-60.9%0.001%
2/9/2024Allstate Corp21,992$0.74M0.1%-5.7%0.000%
2/9/2024Rosenbaum Jay D.11,890$0.40M1.0%-50.3%0.000%
2/9/2024Banco de Sabadell S.A79,347$2.67M2.0%+1.6%0.001%
2/9/2024Enterprise Financial Services Corp16,146$0.54M0.3%-5.9%0.000%
2/9/2024Tidemark LLC2,831$95K0.1%N/A0.000%
2/9/2024Union Savings Bank26,451$0.89M0.5%-4.6%0.000%
2/9/2024Beaton Management Co. Inc.83,209$2.80M1.7%-2.0%0.001%
2/9/2024Pzena Investment Management LLC20,510,906$690.60M2.6%+5.6%0.259%
2/9/2024Barry Investment Advisors LLC14,064$0.47M0.2%+33.3%0.000%
2/9/2024Central Valley Advisors LLC29,246$0.99M0.6%N/A0.000%
2/9/2024Affinity Investment Advisors LLC84,926$2.86M1.9%+2.9%0.001%
2/9/2024King Luther Capital Management Corp7,545,477$254.06M1.2%-0.4%0.095%
2/9/2024InterOcean Capital Group LLC1,264,514$42.58M1.1%+2.9%0.016%
2/9/2024Giverny Capital Inc.1,029,334$34.66M1.6%+0.2%0.013%
2/9/2024Abbot Financial Management Inc.100,486$3.38M2.0%+0.4%0.001%
2/9/2024Cassaday & Co Wealth Management LLC22,846$0.77M0.0%+4.1%0.000%
2/9/2024Capital Management Associates NY8,400$0.28M0.4%-65.9%0.000%
2/9/2024Seven Mile Advisory11,093$0.37M0.3%+4.8%0.000%
2/9/2024Davis R M Inc.452,600$15.24M0.4%-6.3%0.006%
2/9/2024Dai ichi Life Insurance Company Ltd556,049$18.72M0.4%+13.9%0.007%
2/9/2024Wealth Dimensions Group Ltd.7,471$0.25M0.1%-5.3%0.000%
2/9/2024Journey Strategic Wealth LLC17,710$0.60M0.0%+66.3%0.000%
2/9/2024Worth Venture Partners LLC44,667$1.50M0.8%+5.3%0.001%
2/9/2024Aigen Investment Management LP7,032$0.24M0.0%N/A0.000%
2/9/2024Keystone Financial Group27,667$0.93M0.2%-2.4%0.000%
2/9/2024Berkeley Capital Partners LLC26,220$0.88M0.3%+4.4%0.000%
2/9/2024Bard Financial Services Inc.251,070$8.45M0.9%-1.6%0.003%
2/9/2024Brandes Investment Partners LP4,594,669$154.70M2.3%+13.3%0.058%
2/9/2024Assetmark Inc.705,899$23.77M0.1%+12.0%0.009%
2/9/2024Columbia Asset Management29,664$1M0.2%-12.9%0.000%
2/9/2024CreativeOne Wealth LLC71,559$2.41M0.2%+10.2%0.001%
2/9/2024Quest Partners LLC25,788$0.87M0.2%N/A0.000%
2/9/2024Trexquant Investment LP198,438$6.68M0.2%-68.8%0.003%
2/9/2024D.A. Davidson & CO.484,853$16.33M0.2%+1.7%0.006%
2/9/2024Sachetta LLC2,980$100K0.0%N/A0.000%
2/9/2024Clearbridge Investments LLC9,454,677$318.34M0.3%-1.9%0.119%
2/9/2024Philadelphia Trust Co.228,011$7.68M0.7%-6.4%0.003%
2/9/2024Balentine LLC9,120$0.31M0.0%-32.8%0.000%
2/9/2024Associated Banc Corp376,361$12.67M0.4%+0.8%0.005%
2/9/2024Thoroughbred Financial Services LLC168,860$5.69M0.5%-7.2%0.002%
2/9/2024Coldstream Capital Management Inc.90,169$3.04M0.1%-2.3%0.001%
2/9/2024Gladstone Institutional Advisory LLC57,181$1.93M0.1%-16.6%0.001%
2/9/2024Hillsdale Investment Management Inc.9,765$0.33M0.0%+19.7%0.000%
2/9/2024Cornerstone Advisors LLC458,100$15.42M0.7%-11.6%0.006%
2/9/2024Brady Family Wealth LLC43,852$1.48M0.5%-5.6%0.001%
2/9/2024MainStreet Investment Advisors LLC124,496$4.19M0.5%+8.7%0.002%
2/9/2024BI Asset Management Fondsmaeglerselskab A S1,073,759$36.15M0.8%-2.5%0.014%
2/9/2024Norges Bank110,911,996$3.73B0.7%N/A1.402%
2/9/2024FUKOKU MUTUAL LIFE INSURANCE Co41,328$1.39M0.1%-2.6%0.001%
2/8/2024McGinn Penninger Investment Management Inc.136,969$4.61M3.4%-0.8%0.002%
2/8/2024Prestige Wealth Management Group LLC50,788$1.71M0.4%+23.6%0.001%
2/8/2024ING Groep NV365,137$12.29M0.1%-53.2%0.005%
2/8/2024Sheaff Brock Investment Advisors LLC111,879$3.77M0.3%-2.0%0.001%
2/8/2024Kentucky Retirement Systems Insurance Trust Fund245,282$8.26M0.6%+1.1%0.003%
2/8/2024Kentucky Retirement Systems550,869$18.55M0.6%+1.4%0.007%
2/8/2024TrinityPoint Wealth LLC37,562$1.27M0.2%-9.4%0.000%
2/8/2024Main Street Financial Solutions LLC27,770$0.94M0.1%+3.9%0.000%
2/8/2024AMG National Trust Bank99,359$3.35M0.1%+3.4%0.001%
2/8/2024Independent Advisor Alliance348,377$11.73M0.4%-2.5%0.004%
2/8/2024Robeco Institutional Asset Management B.V.4,335,138$1.46M0.0%-31.3%0.055%
2/8/2024Allegheny Financial Group LTD21,766$0.73M0.2%+3.8%0.000%
2/8/2024Securian Asset Management Inc.436,047$14.68M0.4%-12.1%0.006%
2/8/2024Financial Advocates Investment Management34,815$1.17M0.1%+11.8%0.000%
2/8/2024Hayek Kallen Investment Management7,886$0.27M0.1%-7.9%0.000%
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%
(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, 2,972 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), Norges Bank ($3.73B), Geode Capital Management LLC ($3.64B), Price T Rowe Associates Inc. MD ($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 2,598 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 ($303.19M), Moneta Group Investment Advisors LLC ($193.03M), 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 1,296,478,883 shares in the last 24 months. This purchase volume represents approximately $42.87B in transactions.

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

Of the 2,077 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 ($22.16M), 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 597,192,322 shares in the last 24 months. This volume of shares sold represents approximately $19.68B in transactions.


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This page (NYSE:BAC) was last updated on 2/12/2024 by MarketBeat.com Staff

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