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Bank of America (BAC) Institutional Ownership

$33.67
-0.21 (-0.62%)
(As of 12/29/2023 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)
1759
Total
Institutional Inflows
(last 12 months)
$24.12 B
Number of
Institutional Sellers
(last 12 months)
1519
Total
Institutional Outflows
(last 12 months)
$8.88 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
12/27/2023RNC Capital Management LLC1,079,793$29.57M1.8%-5.2%0.014%
12/18/2023West Paces Advisors Inc.21,917$0.60M0.2%-3.5%0.000%
12/18/2023CoreFirst Bank & Trust9,788$0.27M0.2%+20.2%0.000%
12/18/2023Vanguard Group Inc.608,785,121$16.67B0.4%-0.1%7.693%
12/14/2023WNY Asset Management LLC21,799$0.60M0.1%+22.0%0.000%
12/13/2023Birmingham Capital Management Co. Inc. AL86,900$2.38M1.0%+3.8%0.001%
12/11/2023Wesbanco Bank Inc.112,849$3.09M0.1%-35.0%0.001%
12/11/2023Sunbelt Securities Inc.69,629$1.91M0.3%+0.8%0.001%
12/8/2023Raleigh Capital Management Inc.22,359$0.61M0.3%+5.3%0.000%
12/7/2023Financial Insights Inc.11,937$0.31M0.1%N/A0.000%
12/6/2023VisionPoint Advisory Group LLC4,018$0.11M0.0%+40.0%0.000%
12/6/2023Raleigh Capital Management Inc.21,915$0.60M0.3%+3.3%0.000%
12/4/2023WT Wealth Management43,369$1.19M0.5%N/A0.001%
12/1/2023Dimension Capital Management LLC23,804$0.62M0.1%+153.7%0.000%
12/1/2023B. Riley Wealth Advisors Inc.256,915$7.04M0.2%-76.1%0.003%
12/1/2023Fortis Group Advisors LLC914$25K0.0%N/A0.000%
11/30/2023Fidelity D & D Bancorp Inc.7,458$0.20M0.2%N/A0.000%
11/30/2023Modera Wealth Management LLC87,590$2.40M0.0%+4.8%0.001%
11/28/2023ASB Consultores LLC16,450$0.45M0.2%+65.7%0.000%
11/28/2023Bar Harbor Wealth Management112,254$3.07M0.2%-1.5%0.001%
11/27/2023AllSquare Wealth Management LLC17,210$0.47M0.3%-2.5%0.000%
11/27/2023Trust Co. of Vermont139,198$3.81M0.3%-7.6%0.002%
11/27/2023Banque Pictet & Cie SA774,479$21.21M0.2%-4.8%0.010%
11/22/2023Polar Capital Holdings Plc414,187$11.34M0.1%-13.5%0.005%
11/22/2023Public Sector Pension Investment Board2,785,115$76.26M0.5%+8.9%0.035%
11/22/2023Graham Capital Management L.P.829,467$22.71M0.5%+2,940.0%0.010%
11/21/2023Auxier Asset Management344,372$9.43M1.6%-0.2%0.004%
11/21/2023Allen Mooney & Barnes Investment Advisors LLC19,261$0.53M0.1%N/A0.000%
11/21/2023Braun Stacey Associates Inc.461,382$12.63M0.6%-8.7%0.006%
11/21/2023Spears Abacus Advisors LLC26,809$0.73M0.1%-45.8%0.000%
11/20/2023Silver Oak Securities Incorporated6,660$0.18M0.0%-18.9%0.000%
11/17/2023Granite Harbor Advisors Inc.56,652$1.55M1.2%+0.9%0.001%
11/17/2023Diversified Trust Co134,279$3.68M0.1%+1.9%0.002%
11/17/2023OLD National Bancorp IN65,463$1.79M0.1%-6.9%0.001%
11/17/2023SkyView Investment Advisors LLC11,630$0.32M0.1%-35.8%0.000%
11/16/2023Integrated Advisors Network LLC109,853$3.01M0.2%+3.7%0.001%
11/16/2023Chesapeake Wealth Management31,252$0.86M0.4%-3.8%0.000%
11/16/2023Financial Gravity Asset Management Inc.1,716$47K0.0%+2,500.0%0.000%
11/16/2023Strait & Sound Wealth Management LLC8,233$0.23M0.2%N/A0.000%
11/16/2023Orion Capital Management LLC28,819$0.79M0.5%-17.8%0.000%
11/16/2023Brooks Moore & Associates Inc.42,083$1.15M0.9%-12.4%0.001%
11/16/2023BRYN MAWR TRUST Co32,396$0.89M0.0%+15.2%0.000%
11/16/2023McIlrath & Eck LLC41,808$1.15M0.2%-1.3%0.001%
11/16/2023Obsidian Personal Planning Solutions LLC14,510$0.42M0.5%N/A0.000%
11/16/2023Harbour Investments Inc.16,829$0.46M0.0%+5.7%0.000%
11/16/2023Belpointe Asset Management LLC77,429$2.12M0.2%+17.1%0.001%
11/16/2023Public Employees Retirement System of Ohio3,508,623$96.07M0.4%-7.3%0.044%
11/16/2023Greenwood Gearhart Inc.8,890$0.24M0.0%-9.3%0.000%
11/16/2023Studio Investment Management LLC77,110$2.11M0.6%+4.0%0.001%
11/16/2023FineMark National Bank & Trust53,811$1.47M0.1%-8.6%0.001%
11/16/2023Fairfield Bush & CO.10,200$0.28M0.2%-49.5%0.000%
11/16/2023Essex Financial Services Inc.106,396$2.91M0.3%-6.8%0.001%
11/16/2023Penserra Capital Management LLC46,471$1.27M0.0%-11.8%0.001%
11/15/2023Stonebridge Capital Advisors LLC65,495$1.79M0.2%+3.7%0.001%
11/15/2023Holderness Investments Co.69,610$1.91M0.7%-0.9%0.001%
11/15/2023Wunderlich Capital Managemnt67,402$1.85M0.9%+0.6%0.001%
11/15/2023Townsquare Capital LLC326,800$8.95M0.2%+1.2%0.004%
11/15/2023Ramirez Asset Management Inc.43,961$1.20M0.3%N/A0.001%
11/15/2023WealthPlan Investment Management LLC16,032$0.44M0.1%-57.1%0.000%
11/15/2023Hamilton Capital LLC8,435$0.23M0.0%-18.6%0.000%
11/15/2023Toroso Investments LLC212,768$5.83M0.2%+18.8%0.003%
11/15/2023V Wealth Advisors LLC12,146$0.33M0.3%-76.7%0.000%
11/15/2023Brick & Kyle Associates86,356$2.36M1.2%-0.5%0.001%
11/15/2023Crestwood Advisors Group LLC624,705$17.10M0.4%-55.3%0.008%
11/15/2023Worth Venture Partners LLC42,404$1.16M0.7%+5.3%0.001%
11/15/2023Baker Avenue Asset Management LP181,996$4.98M0.2%+0.8%0.002%
11/15/2023Cito Capital Group LLC52,370$1.43M0.7%+1.9%0.001%
11/15/2023Royal London Asset Management Ltd.2,843,772$77.85M0.3%+3.6%0.036%
11/15/2023Redwood Grove Capital LLC325,700$8.92M3.6%+6.5%0.004%
11/15/2023Riggs Asset Managment Co. Inc.2,574$70K0.0%-15.8%0.000%
11/15/2023Round Hill Asset Management14,223$0.39M0.3%-3.1%0.000%
11/15/2023Schroder Investment Management Group4,230,403$115.83M0.2%+2.5%0.053%
11/15/2023JT Stratford LLC17,338$0.48M0.1%-35.9%0.000%
11/15/2023Knightsbridge Asset Management LLC118,811$3.26M1.0%-4.0%0.002%
11/15/2023KPP Advisory Services LLC27,292$0.75M0.2%N/A0.000%
11/15/2023Kerrisdale Advisers LLC200,849$5.50M1.7%-11.2%0.003%
11/15/2023London Co. of Virginia10,353$0.28M0.0%-59.8%0.000%
11/15/2023Lakeshore Financial Planning Inc.12,595$0.35M0.2%N/A0.000%
11/15/2023Legacy Advisors LLC40,678$1.11M0.2%-3.2%0.001%
11/15/2023Legal & General Group Plc45,996,059$1.26B0.4%-3.6%0.581%
11/15/2023Earnest Partners LLC39,313$1.08M0.0%-24.6%0.000%
11/15/2023EULAV Asset Management170,000$4.66M0.2%-51.4%0.002%
11/15/2023Evergreen Capital Management LLC368,418$10.09M0.4%+0.7%0.005%
11/15/2023Adage Capital Partners GP L.L.C.6,880,173$188.38M0.4%+3.3%0.087%
11/15/2023Alerus Financial NA12,723$0.35M0.0%-4.7%0.000%
11/15/2023Alps Advisors Inc.34,540$0.95M0.0%+4.0%0.000%
11/15/2023Ariel Investments LLC156,608$4.29M0.0%+7.7%0.002%
11/15/2023Augustine Asset Management Inc.45,269$1.24M0.6%+5.7%0.001%
11/15/2023Avenir Corp559,381$15.32M1.4%-26.2%0.007%
11/15/2023Axxcess Wealth Management LLC74,734$2.05M0.1%+194.9%0.001%
11/15/2023Advisors Asset Management Inc.254,010$6.96M0.2%-13.8%0.003%
11/15/2023Shelton Capital Management269,188$7.37M0.3%+4.0%0.003%
11/15/2023Darsana Capital Partners LP6,500,000$177.97M8.7%N/A0.082%
11/15/2023First National Bank of Omaha24,034$0.66M0.0%+2.0%0.000%
11/15/2023Becker Capital Management Inc.419,617$11.49M0.5%-4.4%0.005%
11/15/2023AQR Capital Management LLC4,502,265$123.27M0.3%+231.8%0.057%
11/15/2023Insigneo Advisory Services LLC30,314$0.83M0.2%-63.8%0.000%
11/14/2023Quadrature Capital Ltd612,159$16.76M0.4%+25.0%0.008%
11/14/2023Hodges Capital Management Inc.92,449$2.53M0.3%-23.6%0.001%
11/14/2023Shapiro Capital Management LLC4,199,936$114.99M3.3%-3.9%0.053%
(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, 2,942 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), Scissortail Wealth Management LLC ($2.89B), 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?

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 2,579 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), Parnassus Investments LLC ($34.66M), Fisher Asset Management LLC ($31.72M), and Barclays PLC ($27M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 1,160,624,837 shares in the last 24 months. This purchase volume represents approximately $38.59B in transactions.

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

Of the 2,078 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), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($17.96M), Arrowstreet Capital Limited Partnership ($17.36M), Sculptor Capital LP ($17.19M), and Boston Partners ($15.94M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 607,315,925 shares in the last 24 months. This volume of shares sold represents approximately $20.40B in transactions.


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This page (NYSE:BAC) was last updated on 12/31/2023 by MarketBeat.com Staff

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