BAC · Company research
Bank of America Corporation (BAC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77182 | 4201016000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10463 | 569501 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14563 | 792664 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10463 | 569501 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Richardson Capital Management LLC | 1621646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 34188 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1231 | 70142 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Mathes Company, Inc. | 1389223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31700 | 1806 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stockman Wealth Management, Inc. | 1389400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268640 | 15307088 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Legacy Wealth Advisors, LLC | 2111463 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12536 | 714302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14236 | 811196 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 4WEALTH ADVISORS, INC. | 2056676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4773 | 276259 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Empower Advisory Group, LLC | 1978885 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2023849 | 115318891 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11416501 | 650512192 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hudson Capital Management LLC | 1727342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129585 | 7383767 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9050 | 515669 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Targeted Financial Services LLC | 1758288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3773 | 215065 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136291 | 7765861 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186197 | 10609510 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1350581 | 76956127 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHELSEA COUNSEL CO | 1276755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 1139600 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Berman McAleer LLC | 2094332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11432 | 651382 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| American Assets Investment Management, LLC | 1389256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15224325 | 80499573 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SHUFRO ROSE & CO LLC | 908195 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44493 | 2535212 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20745 | 1182050 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 172839 | 9848387 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IAMS WEALTH MANAGEMENT, LLC | 1998182 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31516 | 1795893 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Decker Retirement Planning Inc. | 1975700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 137 | 7831 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5954499 | 296761439 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AM INVESTMENT STRATEGIES LLC | 1818897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3941 | 225 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bretton Capital Management, LLC | 2043671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126000 | 7179480 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5507 | 313791 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GENTRY PRIVATE WEALTH, LLC | 2022634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15298 | 871680 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WBH ADVISORY INC | 1259671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33275 | 1896006 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LifeWealth Investments, LLC | 2033794 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5138 | 292769 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Potomac Capital Management, Inc. | 1418746 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20000 | 1139600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338928 | 19312107 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BTG Pactual Asset Management US LLC | 1569579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225000 | 12820500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bell Bank | 1002672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20496 | 1167862 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Weinberger Asset Management, Inc | 2051705 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98910 | 6127474 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13893 | 792 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 226135 | 283686358 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Meridian Wealth Advisors, LLC | 1768095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10128 | 577120 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76386 | 4557938 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9654 | 550085 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| First City Capital Management, Inc. | 1427350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42316 | 2411156 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cornerstone Advisors, LLC | 1775446 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 554996 | 31623672 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Banco BTG Pactual S.A. | 1536080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 455840 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Tortoise Investment Management, LLC | 1599511 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4134 | 235555 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39404 | 2245394 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35491 | 2022277 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| UNIVEST FINANCIAL Corp | 102212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110000 | 6267820 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| K.J. Harrison & Partners Inc | 1418359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5976 | 340512 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AFFINITY INVESTMENT ADVISORS, LLC | 1520601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58830 | 3352133 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4129 | 235271 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89553 | 5102730 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28240 | 1609106 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Miramar Capital, LLC | 1767812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5904 | 336410 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31840 | 1814243 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Southland Equity Partners LLC | 2006517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10082 | 574457 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FFT WEALTH MANAGEMENT LLC | 1653199 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3543 | 201887 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Purus Wealth Management, LLC | 1844250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4531 | 258156 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| ADAPT Investment Managers SA | 2029917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 28490000 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50989 | 2905362 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2403500 | 136951430 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178955 | 10196856 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M.E. ALLISON & CO., INC. | 1619532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12189 | 694547 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Center for Wealth Management Advisory | 2121390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41890 | 2386875 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133236 | 7591787 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Lakeshore Financial Planning, Inc. | 2000571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7159 | 408005 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Adams Asset Advisors, LLC | 1386929 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243543 | 13877080 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5564 | 317056 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Covea Finance | 1636948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 969925 | 55266326 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Integris Wealth Management, LLC | 1750852 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11364 | 647528 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56612 | 3225772 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 209326 | 11927395 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6358 | 362262 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1901845 | 108367128 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LAM GROUP, INC. | 1961944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86 | 4900 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17332 | 987578 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAGCO, INC. | 1767343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9330 | 531649 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.