Bank of America (BAC) Institutional Ownership

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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

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Bank of America Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/13/2024	NBW Capital LLC	43,279	$1.64M	0.3%	-3.1%	0.001%
6/13/2024	Keynote Financial Services LLC	24,899	$944K	0.8%	N/A	0.000%
6/13/2024	Mosaic Family Wealth Partners LLC	38,429	$1.46M	0.2%	-1.8%	0.000%
6/13/2024	IMS Capital Management	45,281	$1.72M	0.8%	-2.1%	0.001%
6/11/2024	American Trust	10,059	$381K	0.0%	+38.5%	0.000%
6/10/2024	Clear Rock Advisors LLC	81,998	$3.11M	1.3%	+1.8%	0.001%
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6/10/2024	Hamilton Wealth LLC	5,484	$208K	0.1%	-27.5%	0.000%
6/4/2024	DekaBank Deutsche Girozentrale	6,412,426	$241.33M	0.4%	-1.7%	0.082%
5/30/2024	Cambridge Trust Co.	683,915	$25.93M	1.0%	-3.7%	0.009%
5/30/2024	EULAV Asset Management	130,000	$4.93M	0.1%	-13.3%	0.002%
5/30/2024	Peninsula Wealth LLC	9,929	$377K	0.0%	N/A	0.000%
5/29/2024	Pathway Financial Advisers LLC	30,262	$1.15M	0.4%	N/A	0.000%
5/29/2024	Birmingham Capital Management Co. Inc. AL	83,075	$3.15M	1.2%	-1.0%	0.001%
5/29/2024	Soltis Investment Advisors LLC	16,731	$634K	0.1%	+2.7%	0.000%
5/28/2024	Boston Partners	6,778,552	$257.04M	0.3%	-10.2%	0.087%
5/28/2024	Teachers Retirement System of The State of Kentucky	1,358,194	$51.50M	0.5%	-6.0%	0.017%
5/24/2024	Cetera Advisors LLC	562,242	$21.32M	0.2%	+239.1%	0.007%
5/24/2024	PGGM Investments	230,910	$8.76M	0.1%	+668.7%	0.003%
5/23/2024	Raelipskie Partnership	32,757	$1.24M	0.7%	-3.2%	0.000%
5/23/2024	Redwood Grove Capital LLC	345,300	$13.09M	3.9%	+6.0%	0.004%
5/22/2024	Burney Co.	46,892	$1.78M	0.1%	-1.1%	0.001%
5/22/2024	First City Capital Management Inc.	58,249	$2.21M	1.2%	-1.6%	0.001%
5/22/2024	BigSur Wealth Management LLC	40,850	$1.55M	0.5%	+191.8%	0.001%
5/21/2024	Atria Investments Inc	436,444	$16.55M	0.2%	+4.4%	0.006%
5/21/2024	Swedbank AB	6,907,229	$261.92M	0.4%	N/A	0.088%
5/21/2024	Sanibel Captiva Trust Company Inc.	266,524	$10.11M	0.3%	-2.8%	0.003%
5/21/2024	LRI Investments LLC	11,609	$440K	0.1%	N/A	0.000%
5/21/2024	Arrow Financial Corp	135,415	$5.14M	0.5%	-1.9%	0.002%
5/20/2024	Strategic Wealth Partners Ltd.	17,332	$657K	0.1%	+46.7%	0.000%
5/20/2024	Pacific Center for Financial Services	5,779	$219K	0.1%	-6.5%	0.000%
5/17/2024	Citizens Financial Group Inc. RI	98,189	$3.73M	0.1%	+27.1%	0.001%
5/17/2024	Rokos Capital Management LLP	3,031,291	$114.95M	0.6%	N/A	0.039%
5/17/2024	Montchanin Asset Management LLC	13,600	$516K	0.5%	N/A	0.000%
5/17/2024	New Covenant Trust Company N.A.	13,059	$495K	0.5%	N/A	0.000%
5/17/2024	Plato Investment Management Ltd	135,308	$5.13M	0.5%	+1,522.6%	0.002%
5/17/2024	XML Financial LLC	269,011	$10.20M	1.0%	-14.2%	0.003%
5/17/2024	Garner Asset Management Corp	26,724	$1.01M	0.5%	+3.1%	0.000%
5/17/2024	KLCM Advisors Inc.	589,711	$22.36M	2.9%	+1.6%	0.008%
5/17/2024	LBP AM SA	190,084	$7.21M	0.3%	-85.4%	0.002%
5/17/2024	Jaffetilchin Investment Partners LLC	71,643	$2.72M	0.2%	-1.1%	0.001%
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5/17/2024	Semmax Financial Advisors Inc.	16,227	$620K	0.2%	+6.8%	0.000%
5/17/2024	Hancock Whitney Corp	90,010	$3.41M	0.1%	-32.3%	0.001%
5/17/2024	Adalta Capital Management LLC	2,600	$99K	0.1%	-16.1%	0.000%
5/17/2024	Coppell Advisory Solutions Corp.	46,529	$1.76M	0.3%	N/A	0.001%
5/17/2024	Tidal Investments LLC	237,572	$9.01M	0.1%	+2.4%	0.003%
5/17/2024	DCM Advisors LLC	217,754	$8.26M	3.4%	-9.4%	0.003%
5/16/2024	California State Teachers Retirement System	11,465,182	$434.76M	0.5%	+0.2%	0.147%
5/16/2024	Slagle Financial LLC	60,239	$2.28M	1.2%	-71.7%	0.001%
5/16/2024	Meiji Yasuda Life Insurance Co	283,908	$10.77M	0.2%	-2.5%	0.004%
5/16/2024	B. Riley Wealth Advisors Inc.	256,915	$9.74M	0.2%	+9.5%	0.003%
5/16/2024	Ancora Advisors LLC	804,564	$30.51M	0.7%	+8.1%	0.010%
5/16/2024	Avenir Corp	33,816	$1.28M	0.1%	-93.8%	0.000%
5/16/2024	Sweeney & Michel LLC	35,541	$1.37M	0.6%	N/A	0.000%
5/16/2024	Elkhorn Partners Limited Partnership	2,200	$83K	0.1%	-29.0%	0.000%
5/16/2024	Icon Wealth Advisors LLC	161,626	$6.13M	0.6%	+13.1%	0.002%
5/16/2024	Industrial Alliance Investment Management Inc.	19,150	$726K	0.3%	+3.0%	0.000%
5/16/2024	Iron Gate Global Advisors LLC	32,925	$1.24M	0.2%	-95.5%	0.000%
5/16/2024	Janus Henderson Group PLC	1,155,144	$43.80M	0.0%	-53.5%	0.015%
5/16/2024	Kahn Brothers Group Inc.	33,901	$1.29M	0.2%	-17.3%	0.000%
5/16/2024	Bayesian Capital Management LP	73,700	$2.80M	0.3%	-5.7%	0.001%
5/16/2024	Waverly Advisors LLC	197,024	$7.47M	0.2%	+3.0%	0.003%
5/16/2024	Zurich Insurance Group Ltd FI	2,139,929	$81.15M	0.7%	-33.6%	0.027%
5/16/2024	Caxton Associates LP	84,797	$3.22M	0.2%	-89.8%	0.001%
5/16/2024	Waterford Advisors LLC	5,593	$212K	0.1%	N/A	0.000%
5/16/2024	Lavaca Capital LLC	5,574	$211K	0.1%	N/A	0.000%
5/15/2024	Ascent Group LLC	107,057	$4.06M	0.4%	-33.3%	0.001%
5/15/2024	QVR LLC	13,184	$500K	0.1%	N/A	0.000%
5/15/2024	Mount Yale Investment Advisors LLC	6,260	$237K	0.0%	N/A	0.000%
5/15/2024	Beaird Harris Wealth Management LLC	1,657	$63K	0.0%	+439.7%	0.000%
5/15/2024	Public Employees Retirement System of Ohio	3,246,083	$123.09M	0.5%	-6.8%	0.042%
5/15/2024	London & Capital Asset Management Ltd	85,589	$3.25M	0.2%	-21.1%	0.001%
5/15/2024	Public Employees Retirement Association of Colorado	1,009,375	$38.28M	0.2%	-4.7%	0.013%
5/15/2024	Ceeto Capital Group LLC	51,870	$1.97M	0.8%	-1.9%	0.001%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	227,208	$8.62M	0.6%	-7.4%	0.003%
5/15/2024	Kentucky Retirement Systems	522,863	$19.83M	0.6%	-5.1%	0.007%
5/15/2024	Price T Rowe Associates Inc. MD	93,595,237	$3.55B	0.4%	-10.0%	1.197%
5/15/2024	BOKF NA	368,205	$13.82M	0.3%	+10.7%	0.005%
5/15/2024	Epoch Investment Partners Inc.	4,571,409	$173.35M	0.8%	-14.1%	0.058%
5/15/2024	LRI Investments LLC	15,757	$602K	0.1%	N/A	0.000%
5/15/2024	1832 Asset Management L.P.	401,475	$15.22M	0.0%	-43.9%	0.005%
5/15/2024	Linscomb Wealth Inc.	316,604	$12.01M	0.6%	-1.0%	0.004%
5/15/2024	Truvestments Capital LLC	1,213	$46K	0.0%	-43.2%	0.000%
5/15/2024	Huber Capital Management LLC	251,916	$9.55M	2.2%	+38.5%	0.003%
5/15/2024	Gabelli Funds LLC	462,000	$17.52M	0.1%	-8.4%	0.006%
5/15/2024	Gamco Investors INC. ET AL	740,543	$28.08M	0.3%	-8.7%	0.009%
5/15/2024	Stonebridge Capital Advisors LLC	72,147	$2.74M	0.2%	+8.0%	0.001%
5/14/2024	Canada Pension Plan Investment Board	14,526,078	$550.83M	0.6%	-11.0%	0.186%
5/14/2024	Biltmore Family Office LLC	39,991	$1.52M	0.3%	+4.8%	0.001%
5/14/2024	Westwood Holdings Group Inc.	4,128,597	$156.56M	1.2%	-9.6%	0.053%
5/14/2024	Capital World Investors	40,354,449	$1.53B	0.3%	+0.4%	0.516%
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5/14/2024	Capital International Sarl	318,411	$12.07M	0.4%	+4.1%	0.004%
5/14/2024	Toronto Dominion Bank	7,724,075	$292.90M	0.5%	-37.8%	0.099%
5/14/2024	Capital International Ltd. CA	280,839	$10.65M	0.5%	+1.9%	0.004%
5/14/2024	Capital International Inc. CA	279,301	$10.59M	0.1%	+9.2%	0.004%
5/14/2024	Capital Group Investment Management PTE. LTD.	60,082	$2.28M	0.4%	+2.1%	0.001%
5/14/2024	Atalanta Sosnoff Capital LLC	209,619	$7.95M	0.2%	+9.0%	0.003%
5/14/2024	Sheaff Brock Investment Advisors LLC	109,819	$4.16M	0.3%	-1.8%	0.001%
5/14/2024	Anson Funds Management LP	20,000	$758K	0.1%	N/A	0.000%
5/14/2024	Cadence Bank	92,994	$3.53M	0.3%	+0.9%	0.001%
5/14/2024	Stamos Capital Partners L.P.	159,000	$6.03M	1.4%	-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.