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Bank of America (BAC) Institutional Ownership

$40.00
+0.49 (+1.24%)
(As of 06/18/2024 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)
1648
Total
Institutional Inflows
(last 12 months)
$18.00B
Number of
Institutional Sellers
(last 12 months)
1489
Total
Institutional Outflows
(last 12 months)
$6.68B
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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
6/13/2024 NBW Capital LLC43,279$1.64M0.3%-3.1%0.001%
6/13/2024 Keynote Financial Services LLC24,899$944K0.8%N/A0.000%
6/13/2024 Mosaic Family Wealth Partners LLC38,429$1.46M0.2%-1.8%0.000%
6/13/2024 IMS Capital Management45,281$1.72M0.8%-2.1%0.001%
6/11/2024American Trust10,059$381K0.0%+38.5%0.000%
6/10/2024 Clear Rock Advisors LLC81,998$3.11M1.3%+1.8%0.001%
6/10/2024 Hamilton Wealth LLC5,484$208K0.1%-27.5%0.000%
6/4/2024 DekaBank Deutsche Girozentrale6,412,426$241.33M0.4%-1.7%0.082%
5/30/2024 Cambridge Trust Co.683,915$25.93M1.0%-3.7%0.009%
5/30/2024 EULAV Asset Management130,000$4.93M0.1%-13.3%0.002%
5/30/2024 Peninsula Wealth LLC9,929$377K0.0%N/A0.000%
5/29/2024 Pathway Financial Advisers LLC30,262$1.15M0.4%N/A0.000%
5/29/2024 Birmingham Capital Management Co. Inc. AL83,075$3.15M1.2%-1.0%0.001%
5/29/2024 Soltis Investment Advisors LLC16,731$634K0.1%+2.7%0.000%
5/28/2024 Boston Partners6,778,552$257.04M0.3%-10.2%0.087%
5/28/2024 Teachers Retirement System of The State of Kentucky1,358,194$51.50M0.5%-6.0%0.017%
5/24/2024 Cetera Advisors LLC562,242$21.32M0.2%+239.1%0.007%
5/24/2024 PGGM Investments230,910$8.76M0.1%+668.7%0.003%
5/23/2024 Raelipskie Partnership32,757$1.24M0.7%-3.2%0.000%
5/23/2024 Redwood Grove Capital LLC345,300$13.09M3.9%+6.0%0.004%
5/22/2024 Burney Co.46,892$1.78M0.1%-1.1%0.001%
5/22/2024 First City Capital Management Inc.58,249$2.21M1.2%-1.6%0.001%
5/22/2024 BigSur Wealth Management LLC40,850$1.55M0.5%+191.8%0.001%
5/21/2024 Atria Investments Inc436,444$16.55M0.2%+4.4%0.006%
5/21/2024 Swedbank AB6,907,229$261.92M0.4%N/A0.088%
5/21/2024Sanibel Captiva Trust Company Inc.266,524$10.11M0.3%-2.8%0.003%
5/21/2024 LRI Investments LLC11,609$440K0.1%N/A0.000%
5/21/2024 Arrow Financial Corp135,415$5.14M0.5%-1.9%0.002%
5/20/2024Strategic Wealth Partners Ltd.17,332$657K0.1%+46.7%0.000%
5/20/2024 Pacific Center for Financial Services5,779$219K0.1%-6.5%0.000%
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%
5/17/2024 Montchanin 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%
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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%
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%
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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%
(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, 2,904 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 2,490 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 925,224,973 shares in the last 24 months. This purchase volume represents approximately $29.07B in transactions.

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

Of the 1,998 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 ($35.66M), Clearbridge Investments LLC ($21.44M), Altshuler Shaham Ltd ($20.35M), Arrowstreet Capital Limited Partnership ($17.36M), ING Groep NV ($14.49M), and Boston Partners ($13.90M).

How much institutional selling is happening at Bank of America?

Institutional investors have sold a total of 478,622,945 shares in the last 24 months. This volume of shares sold represents approximately $14.72B in transactions.


This page (NYSE:BAC) was last updated on 6/19/2024 by MarketBeat.com Staff

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