Bank of America (BAC) Institutional Ownership

$38.82
+0.33 (+0.86%)
(As of 02:34 PM 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)
1666
Total
Institutional Inflows
(last 12 months)
$18.74B
Number of
Institutional Sellers
(last 12 months)
1485
Total
Institutional Outflows
(last 12 months)
$6.55B
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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
5/15/2024Epoch Investment Partners Inc.4,571,409$173.35M0.8%-14.1%0.058%
5/15/2024LRI Investments LLC15,757$602K0.1%N/A0.000%
5/15/20241832 Asset Management L.P.401,475$15.22M0.0%-43.9%0.005%
5/15/2024Linscomb Wealth Inc.316,604$12.01M0.6%-1.0%0.004%
5/15/2024Truvestments Capital LLC1,213$46K0.0%-43.2%0.000%
5/15/2024Huber Capital Management LLC251,916$9.55M2.2%+38.5%0.003%
5/15/2024Gabelli Funds LLC462,000$17.52M0.1%-8.4%0.006%
5/15/2024Gamco Investors INC. ET AL740,543$28.08M0.3%-8.7%0.009%
5/15/2024Stonebridge Capital Advisors LLC72,147$2.74M0.2%+8.0%0.001%
5/14/2024Canada Pension Plan Investment Board14,526,078$550.83M0.6%-11.0%0.186%
5/14/2024Biltmore Family Office LLC39,991$1.52M0.3%+4.8%0.001%
5/14/2024Westwood Holdings Group Inc.4,128,597$156.56M1.2%-9.6%0.053%
5/14/2024Capital World Investors40,354,449$1.53B0.3%+0.4%0.516%
5/14/2024Capital International Sarl318,411$12.07M0.4%+4.1%0.004%
5/14/2024Toronto Dominion Bank7,724,075$292.90M0.5%-37.8%0.099%
5/14/2024Capital International Ltd. CA280,839$10.65M0.5%+1.9%0.004%
5/14/2024Capital International Inc. CA 279,301$10.59M0.1%+9.2%0.004%
5/14/2024Capital Group Investment Management PTE. LTD.60,082$2.28M0.4%+2.1%0.001%
5/14/2024Atalanta Sosnoff Capital LLC209,619$7.95M0.2%+9.0%0.003%
5/14/2024Sheaff Brock Investment Advisors LLC109,819$4.16M0.3%-1.8%0.001%
5/14/2024Anson Funds Management LP20,000$758K0.1%N/A0.000%
5/14/2024Cadence Bank92,994$3.53M0.3%+0.9%0.001%
5/14/2024Stamos Capital Partners L.P.159,000$6.03M1.4%-30.6%0.002%
5/14/2024Advisors Asset Management Inc.191,130$7.25M0.1%-10.6%0.002%
5/14/2024Axxcess Wealth Management LLC165,748$6.29M0.2%+15.8%0.002%
5/14/2024Wellington Wealth Strategies LLC.8,041$305K0.1%N/A0.000%
5/14/2024Freestone Capital Holdings LLC277,188$10.51M0.4%+3.3%0.004%
5/14/2024CreativeOne Wealth LLC82,569$3.13M0.1%+15.4%0.001%
5/14/2024Delap Wealth Advisory LLC22,769$863K0.3%N/A0.000%
5/14/2024Fayez Sarofim & Co130,045$4.93M0.0%-4.2%0.002%
5/14/2024LGT Group Foundation1,336,541$50.68M1.2%-20.5%0.017%
5/14/2024Shell Asset Management Co.88,001$3.34M0.1%-26.8%0.001%
5/14/2024Payden & Rygel Investment Group44,600$1.69M0.1%N/A0.001%
5/14/2024Crewe Advisors LLC10,238$388K0.0%N/A0.000%
5/14/2024Front 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%
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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%
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%
5/13/2024 UniSuper Management Pty Ltd5,000,371$189.61M1.8%+36.8%0.064%
5/13/2024 Clearbridge Investments LLC13,151,625$498.71M0.4%+39.1%0.168%
5/13/2024 Texas Capital Bank Wealth Management Services Inc15,788$599K0.1%-66.8%0.000%
5/13/2024 O Shaughnessy Asset Management LLC867,943$32.91M0.4%+15.7%0.011%
5/13/2024 Ameritas Investment Partners Inc.165,200$6.26M0.2%-2.0%0.002%
5/13/2024 Rockport Wealth LLC16,581$629K0.2%N/A0.000%
5/11/2024 Bahl & Gaynor Inc.2,939,218$111.46M0.6%-9.8%0.038%
5/11/2024 Lcnb Corp11,210$425K0.2%-4.6%0.000%
5/11/2024 Gifford Fong Associates15,147$574K0.2%-95.8%0.000%
5/11/2024 Trustmark National Bank Trust Department197,327$7.48M0.6%-1.4%0.003%
5/11/2024 Davis R M Inc.459,504$17.42M0.4%+1.5%0.006%
5/11/2024 Covestor Ltd3,212$122K0.1%-48.6%0.000%
5/11/2024 Beaumont Financial Advisors LLC83,751$3.18M0.3%+2.4%0.001%
5/11/2024 Hillsdale Investment Management Inc.8,035$305K0.0%-17.7%0.000%
5/11/2024 Orion Capital Management LLC27,629$1.05M0.6%-2.1%0.000%
5/11/2024 Catalytic Wealth RIA LLC52,308$1.98M0.4%+5.2%0.001%
5/11/2024 Jacobi Capital Management LLC168,602$6.39M0.6%-1.6%0.002%
5/11/2024 Strait & Sound Wealth Management LLC8,483$308K0.2%+6.6%0.000%
5/11/2024 Ironsides Asset Advisors LLC103,865$3.94M1.3%+209.9%0.001%
5/11/2024 Chiron Capital Management LLC26,550$1.01M0.9%-35.9%0.000%
5/11/2024 Patten & Patten Inc. TN108,009$4.10M0.3%-7.9%0.001%
5/10/2024 Allstate Corp20,678$784K0.1%-6.0%0.000%
5/10/2024 Blue Barn Wealth LLC7,893$299K0.2%-19.3%0.000%
5/10/2024 Connors Investor Services Inc.366,450$13.90M1.5%N/A0.005%
5/10/2024 Acadian Asset Management LLC407,920$15.46M0.1%-22.1%0.005%
5/10/2024 TIAA Trust National Association659,123$24.99M0.1%+0.9%0.008%
5/10/2024 Vanguard Group Inc.644,460,334$24.44B0.5%+5.9%8.241%
5/10/2024 Alera Investment Advisors LLC20,417$774K0.1%N/A0.000%
5/10/2024 Cornerstone Advisors LLC482,900$18.31M0.8%+5.4%0.006%
5/10/2024 Viawealth LLC58,519$2.22M1.4%-9.0%0.001%
5/10/2024 Spirepoint Private Client LLC16,785$636K0.1%N/A0.000%
5/10/2024 Westfield Capital Management Co. LP229,588$8.71M0.0%+6.8%0.003%
5/10/2024 Intech Investment Management LLC199,105$7.55M0.1%-29.5%0.003%
5/10/2024 Clearstead Trust LLC890$34K0.0%+1,489.3%0.000%
5/10/2024 Hoey Investments Inc.157,718$5.98M1.3%-3.1%0.002%
5/10/2024 Nicolet Advisory Services LLC24,812$936K0.1%+25.2%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp3,772,570$143.04M0.3%-10.4%0.048%
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5/10/2024 Jupiter Asset Management Ltd.465,322$17.65M0.2%-34.5%0.006%
5/10/2024 Pinnacle Wealth Planning Services Inc.39,305$1.49M0.2%+2.2%0.001%
5/10/2024 Councilmark Asset Management LLC20,333$771K0.6%N/A0.000%
5/10/2024 M&G Plc379,477$14.42M0.1%N/A0.005%
5/10/2024 Homestead Advisers Corp1,752,135$66.40M1.6%-0.4%0.022%
5/10/2024 Banco Santander S.A.436,649$16.56M0.2%-39.5%0.006%
5/10/2024 Tocqueville Asset Management L.P.1,254,094$47.56M0.8%-0.4%0.016%
5/10/2024 Motco8,865$336K0.0%+159.4%0.000%
5/10/2024 TCTC Holdings LLC1,119,234$42.44M1.4%-1.1%0.014%
5/10/2024 Wintrust Investments LLC87,235$3.31M0.3%-1.7%0.001%
(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, 2,914 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 ($3.50B), 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 2,497 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 920,458,167 shares in the last 24 months. This purchase volume represents approximately $28.91B in transactions.

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

Of the 2,001 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 485,576,150 shares in the last 24 months. This volume of shares sold represents approximately $15.06B in transactions.


This page (NYSE:BAC) was last updated on 5/15/2024 by MarketBeat.com Staff

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