Bank of America (BAC) Institutional Ownership

$39.29
+0.07 (+0.18%)
(As of 05/17/2024 ET)

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

Current
Institutional Ownership
Percentage
70.71%
Number of
Institutional Buyers
(last 12 months)
1659
Total
Institutional Inflows
(last 12 months)
$18.03B
Number of
Institutional Sellers
(last 12 months)
1482
Total
Institutional Outflows
(last 12 months)
$6.65B
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BAC Institutional Buying and Selling by Quarter

Bank of America Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Citizens Financial Group Inc. RI98,189$3.73M0.1%+27.1%0.001%
5/17/2024 Rokos Capital Management LLP3,031,291$114.95M0.6%N/A0.039%
5/17/2024Montchanin Asset Management LLC13,600$516K0.5%N/A0.000%
5/17/2024 New Covenant Trust Company N.A.13,059$495K0.5%N/A0.000%
5/17/2024 Plato Investment Management Ltd135,308$5.13M0.5%+1,522.6%0.002%
5/17/2024 XML Financial LLC269,011$10.20M1.0%-14.2%0.003%
5/17/2024 Garner Asset Management Corp26,724$1.01M0.5%+3.1%0.000%
5/17/2024 KLCM Advisors Inc.589,711$22.36M2.9%+1.6%0.008%
5/17/2024 LBP AM SA190,084$7.21M0.3%-85.4%0.002%
5/17/2024 Jaffetilchin Investment Partners LLC71,643$2.72M0.2%-1.1%0.001%
5/17/2024 Semmax Financial Advisors Inc.16,227$620K0.2%+6.8%0.000%
5/17/2024 Hancock Whitney Corp90,010$3.41M0.1%-32.3%0.001%
5/17/2024 Adalta Capital Management LLC2,600$99K0.1%-16.1%0.000%
5/17/2024 Coppell Advisory Solutions Corp.46,529$1.76M0.3%N/A0.001%
5/17/2024 Tidal Investments LLC237,572$9.01M0.1%+2.4%0.003%
5/17/2024 DCM Advisors LLC217,754$8.26M3.4%-9.4%0.003%
5/16/2024 California State Teachers Retirement System11,465,182$434.76M0.5%+0.2%0.147%
5/16/2024 Slagle Financial LLC60,239$2.28M1.2%-71.7%0.001%
5/16/2024 Meiji Yasuda Life Insurance Co283,908$10.77M0.2%-2.5%0.004%
5/16/2024 B. Riley Wealth Advisors Inc.256,915$9.74M0.2%+9.5%0.003%
5/16/2024 Ancora Advisors LLC804,564$30.51M0.7%+8.1%0.010%
5/16/2024 Avenir Corp33,816$1.28M0.1%-93.8%0.000%
5/16/2024 Sweeney & Michel LLC35,541$1.37M0.6%N/A0.000%
5/16/2024 Elkhorn Partners Limited Partnership2,200$83K0.1%-29.0%0.000%
5/16/2024 Icon Wealth Advisors LLC161,626$6.13M0.6%+13.1%0.002%
5/16/2024 Industrial Alliance Investment Management Inc.19,150$726K0.3%+3.0%0.000%
5/16/2024 Iron Gate Global Advisors LLC32,925$1.24M0.2%-95.5%0.000%
5/16/2024 Janus Henderson Group PLC1,155,144$43.80M0.0%-53.5%0.015%
5/16/2024 Kahn Brothers Group Inc.33,901$1.29M0.2%-17.3%0.000%
5/16/2024 Bayesian Capital Management LP73,700$2.80M0.3%-5.7%0.001%
5/16/2024 Waverly Advisors LLC197,024$7.47M0.2%+3.0%0.003%
5/16/2024 Zurich Insurance Group Ltd FI2,139,929$81.15M0.7%-33.6%0.027%
5/16/2024 Caxton Associates LP84,797$3.22M0.2%-89.8%0.001%
5/16/2024 Waterford Advisors LLC5,593$212K0.1%N/A0.000%
5/16/2024 Lavaca Capital LLC5,574$211K0.1%N/A0.000%
5/15/2024 Ascent Group LLC107,057$4.06M0.4%-33.3%0.001%
5/15/2024 QVR LLC13,184$500K0.1%N/A0.000%
5/15/2024 Mount Yale Investment Advisors LLC6,260$237K0.0%N/A0.000%
5/15/2024 Beaird Harris Wealth Management LLC1,657$63K0.0%+439.7%0.000%
5/15/2024 Public Employees Retirement System of Ohio3,246,083$123.09M0.5%-6.8%0.042%
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5/15/2024 London & Capital Asset Management Ltd85,589$3.25M0.2%-21.1%0.001%
5/15/2024 Public Employees Retirement Association of Colorado1,009,375$38.28M0.2%-4.7%0.013%
5/15/2024 Ceeto Capital Group LLC51,870$1.97M0.8%-1.9%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund227,208$8.62M0.6%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems522,863$19.83M0.6%-5.1%0.007%
5/15/2024 Price T Rowe Associates Inc. MD93,595,237$3.55B0.4%-10.0%1.197%
5/15/2024 BOKF NA368,205$13.82M0.3%+10.7%0.005%
5/15/2024 Epoch Investment Partners Inc.4,571,409$173.35M0.8%-14.1%0.058%
5/15/2024 LRI Investments LLC15,757$602K0.1%N/A0.000%
5/15/2024 1832 Asset Management L.P.401,475$15.22M0.0%-43.9%0.005%
5/15/2024 Linscomb Wealth Inc.316,604$12.01M0.6%-1.0%0.004%
5/15/2024 Truvestments Capital LLC1,213$46K0.0%-43.2%0.000%
5/15/2024 Huber Capital Management LLC251,916$9.55M2.2%+38.5%0.003%
5/15/2024 Gabelli Funds LLC462,000$17.52M0.1%-8.4%0.006%
5/15/2024 Gamco Investors INC. ET AL740,543$28.08M0.3%-8.7%0.009%
5/15/2024 Stonebridge Capital Advisors LLC72,147$2.74M0.2%+8.0%0.001%
5/14/2024 Canada Pension Plan Investment Board14,526,078$550.83M0.6%-11.0%0.186%
5/14/2024 Biltmore Family Office LLC39,991$1.52M0.3%+4.8%0.001%
5/14/2024 Westwood Holdings Group Inc.4,128,597$156.56M1.2%-9.6%0.053%
5/14/2024 Capital World Investors40,354,449$1.53B0.3%+0.4%0.516%
5/14/2024 Capital International Sarl318,411$12.07M0.4%+4.1%0.004%
5/14/2024 Toronto Dominion Bank7,724,075$292.90M0.5%-37.8%0.099%
5/14/2024 Capital International Ltd. CA280,839$10.65M0.5%+1.9%0.004%
5/14/2024 Capital International Inc. CA 279,301$10.59M0.1%+9.2%0.004%
5/14/2024 Capital Group Investment Management PTE. LTD.60,082$2.28M0.4%+2.1%0.001%
5/14/2024 Atalanta Sosnoff Capital LLC209,619$7.95M0.2%+9.0%0.003%
5/14/2024 Sheaff Brock Investment Advisors LLC109,819$4.16M0.3%-1.8%0.001%
5/14/2024 Anson Funds Management LP20,000$758K0.1%N/A0.000%
5/14/2024 Cadence Bank92,994$3.53M0.3%+0.9%0.001%
5/14/2024 Stamos Capital Partners L.P.159,000$6.03M1.4%-30.6%0.002%
5/14/2024 Advisors Asset Management Inc.191,130$7.25M0.1%-10.6%0.002%
5/14/2024 Axxcess Wealth Management LLC165,748$6.29M0.2%+15.8%0.002%
5/14/2024 Wellington Wealth Strategies LLC.8,041$305K0.1%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC277,188$10.51M0.4%+3.3%0.004%
5/14/2024 CreativeOne Wealth LLC82,569$3.13M0.1%+15.4%0.001%
5/14/2024 Delap Wealth Advisory LLC22,769$863K0.3%N/A0.000%
5/14/2024 Fayez Sarofim & Co130,045$4.93M0.0%-4.2%0.002%
5/14/2024 LGT Group Foundation1,336,541$50.68M1.2%-20.5%0.017%
5/14/2024 Shell Asset Management Co.88,001$3.34M0.1%-26.8%0.001%
5/14/2024 Payden & Rygel Investment Group44,600$1.69M0.1%N/A0.001%
5/14/2024 Crewe Advisors LLC10,238$388K0.0%N/A0.000%
5/14/2024 Front Street Capital Management Inc.124,298$4.69M0.9%-8.1%0.002%
5/14/2024 Ossiam553,036$20.97M0.4%+257.6%0.007%
5/14/2024 Castle Hook Partners LP5,655,282$214.45M6.0%+53.4%0.072%
5/14/2024 Natixis2,837,573$107.60M0.6%-18.2%0.036%
5/14/2024 InterOcean Capital Group LLC1,353,252$51.32M1.2%+7.0%0.017%
5/14/2024 Pitcairn Co.114,169$4.33M0.3%-1.6%0.001%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund7,114,000$269.76M0.9%+290.7%0.091%
5/14/2024 CANADA LIFE ASSURANCE Co5,202,768$197.47M0.4%+0.3%0.067%
5/14/2024 Round Hill Asset Management14,070$534K0.3%+2.2%0.000%
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5/14/2024 Oxford Financial Group LTD. LLC9,816$372K0.0%+17.6%0.000%
5/14/2024 American International Group Inc.1,743,830$66.13M0.2%-0.3%0.022%
5/14/2024 Vaughan David Investments LLC IL18,084$686K0.0%-8.6%0.000%
5/14/2024 Twin Capital Management Inc.154,747$5.87M0.7%-25.3%0.002%
5/14/2024 Lake Street Advisors Group LLC59,145$2.24M0.1%+34.7%0.001%
5/13/2024 Bessemer Group Inc.16,032,506$607.95M1.1%-0.8%0.205%
5/13/2024 Atlanta Consulting Group Advisors LLC19,275$731K0.3%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC450,000$17.06M0.3%N/A0.006%
5/13/2024 Safeguard Investment Advisory Group LLC41,434$1.57M0.5%-15.5%0.001%
5/13/2024 Paragon Capital Management LLC30,479$1.16M0.6%-1.5%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, 2,912 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. ($24.44B), Norges Bank ($3.73B), Geode Capital Management LLC ($3.64B), Price T Rowe Associates Inc. MD ($3.55B), 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 2,498 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), Vanguard Group Inc. ($39.44M), Parnassus Investments LLC ($37.59M), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($29.20M).

How much institutional buying is happening at Bank of America?

Institutional investors have bought a total of 922,491,904 shares in the last 24 months. This purchase volume represents approximately $28.99B in transactions.

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

Of the 2,004 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: Price T Rowe Associates Inc. MD ($50.76M), Capital World Investors ($44.20M), 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 500,899,981 shares in the last 24 months. This volume of shares sold represents approximately $15.64B in transactions.


This page (NYSE:BAC) was last updated on 5/18/2024 by MarketBeat.com Staff

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