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Bank of America Corp (BAC)

CUSIP: 060505682 | NEW YORK | 689 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Union Bancaire Privee, UBP SA3,082,170
0.0% of portfolio›$3.7K
Calamos Advisors LLC52,766
0.2% of portfolio›$64.4M
Mackay Shields LLC20,836
0.9% of portfolio›$25.5M
Villere ST Denis J & Co LLC15,253
2.4% of portfolio›$18.6M
Everett Harris & Co13,750
0.2% of portfolio›$16.8M
Phraction Management LLC11,971
2.7% of portfolio›$14.6M
Rational Advisors, Inc.8,048
0.9% of portfolio›$9.8M
Conning Inc.7,235
0.3% of portfolio›$8.8M
Xcel Wealth Management, LLC5,750
1.7% of portfolio›$7.0M
Epiq Partners, LLC4,987
2.6% of portfolio›$6.1M
Kestra Advisory Services, LLC3,835
0.0% of portfolio›$4.7M
Lake Street Private Wealth, LLC2,760
0.4% of portfolio›$3.4M
Wolverine Asset Management LLC2,631
0.0% of portfolio›$3.2M
AGF Management LTD2,500
0.0% of portfolio›$3.1M
Aegon USA Investment Management, LLC2,248
2.0% of portfolio›$2.7M
KCM Investment Advisors LLC2,224
0.1% of portfolio›$2.7M
Founders Capital Management, LLC2,217
0.4% of portfolio›$2.7M
Montag A & Associates Inc2,157
0.1% of portfolio›$2.6M
LexAurum Advisors, LLC2,124
0.3% of portfolio›$2.6M
Private Wealth Partners, LLC2,000
0.2% of portfolio›$2.4M
Shrier Wealth Management, LLC1,711
0.7% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.1,626
0.0% of portfolio›$2.0K
Edgemoor Investment Advisors, Inc.1,516
0.1% of portfolio›$1.9M
Diversify Wealth Management, LLC1,355
0.0% of portfolio›$1.6M
Diversify Advisory Services, LLC1,355
0.0% of portfolio›$1.6M
Warberg Asset Management LLC1,180
0.2% of portfolio›$1.4M
Apella Capital, LLC1,180
0.0% of portfolio›$1.4M
Cove Private Wealth, LLC1,118
0.2% of portfolio›$1.4M
Magnus Financial Group LLC1,109
0.1% of portfolio›$1.4M
High Point Wealth Management, LLC1,025
1.0% of portfolio›$1.3M
Spectrum Asset Management, Inc.897
1.4% of portfolio›$1.1M
Penobscot Investment Management Company, Inc.888
0.1% of portfolio›$1.1M
MeadowBrook Investment Advisors LLC881
0.8% of portfolio›$1.0M
Tamar Securities, LLC817
0.1% of portfolio›$998.0K
Virtue Asset Management LLC764
0.6% of portfolio›$932.8K
Apollon Financial, LLC707
0.1% of portfolio›$863.6K
Wetzel Investment Advisors, Inc.700
0.3% of portfolio›$854.7K
D.A. Davidson & Co.681
0.0% of portfolio›$831.5K
BOS Asset Management, LLC633
0.2% of portfolio›$772.9K
Central Pacific Bank - Trust Division626
0.1% of portfolio›$764.3K
Principle Wealth Partners LLC604
0.0% of portfolio›$737.9K
Daymark Wealth Partners, LLC552
0.0% of portfolio›$674.0K
Wealth Enhancement Advisory Services, LLC542
0.0% of portfolio›$644.0K
180 Wealth Advisors, LLC520
0.1% of portfolio›$634.9K
Asset Allocation & Management Company, LLC519
0.0% of portfolio›$633
Truist Financial Corp468
0.0% of portfolio›$571.4K
Commonwealth Equity Services, LLC463
0.0% of portfolio›$565.3K
Patriot Financial Group Insurance Agency, LLC453
0.1% of portfolio›$553.1K
Roman Butler Fullerton & Co450
0.1% of portfolio›$526.0K
Sowell Financial Services LLC421
0.0% of portfolio›$514.0K
Valeo Financial Advisors, LLC410
0.0% of portfolio›$500.6K
Marathon Capital Management375
0.1% of portfolio›$457.9K
Income Research & Management355
0.3% of portfolio›$433.1K
Tcfg Investment Advisors, LLC340
0.1% of portfolio›$415.1K
Citigroup Inc337
0.0% of portfolio›$411.5K
Kaizen Financial Strategies333
0.2% of portfolio›$406.4K
SAX Wealth Advisors, LLC310
0.0% of portfolio›$378.5K
Islay Capital Management, LLC300
0.2% of portfolio›$366.3K
Aull & Monroe Investment Management Corp298
0.2% of portfolio›$363.8K
Moneco Advisors, LLC285
0.0% of portfolio›$348.0K
Calamos Wealth Management LLC272
0.0% of portfolio›$332.1K
Evanson Financial, LLC251
0.0% of portfolio›$306.5K
Wedbush Securities Inc238
0.0% of portfolio›$291
Oppenheimer Asset Management Inc.235
0.0% of portfolio›$286.9K
Vanguard Capital Wealth Advisors230
0.2% of portfolio›$280.8K
Creative Planning220
0.0% of portfolio›$269.0K
Crescent Grove Advisors, LLC212
0.0% of portfolio›$258.8K
Pekin Hardy Strauss, Inc.208
0.0% of portfolio›$254.0K
Pennsylvania Capital Management Inc206
0.1% of portfolio›$251.5K
Oppenheimer & Co Inc204
0.0% of portfolio›$249.1K
Balentine LLC200
0.0% of portfolio›$244.2K
LifeSteps Financial, Inc.194
0.1% of portfolio›$237.3K
Northside Capital Management, LLC185
0.0% of portfolio›$225.9K
Bank & Trust Co182
0.1% of portfolio›$222.2K
Perigon Wealth Management, LLC177
0.0% of portfolio›$216.1K
Bright Futures Wealth Management, Llc.176
0.1% of portfolio›$214.9K
Obermeyer Wealth Partners172
0.0% of portfolio›$210.0K
Walled Lake Planning & Wealth Management, LLC170
0.0% of portfolio›$207.6K
Excalibur Management Corp168
0.1% of portfolio›$205.1K
Galvin, Gaustad & Stein, LLC166
0.0% of portfolio›$202.7K
Pacific Wealth Strategies Group, Inc.165
0.1% of portfolio›$201.5K
AlphaCore Capital LLC140
0.0% of portfolio›$171.2K
IFP Advisors, Inc117
0.0% of portfolio›$142.9K
Wilmington Savings Fund Society, FSB116
0.0% of portfolio›$141.6K
CoreCap Advisors, LLC110
0.0% of portfolio›$134.4K
Angeles Wealth Management, LLC100
0.0% of portfolio›$122.0K
Private Trust Co NA92
0.0% of portfolio›$112.3K
Lanark Financial, Inc.67
0.0% of portfolio›$81.6K
SRH Advisors, LLC50
0.0% of portfolio›$61.0K
EverSource Wealth Advisors, LLC50
0.0% of portfolio›$61.0K
Farther Finance Advisors, LLC45
0.0% of portfolio›$54.9K
Ashton Thomas Private Wealth, LLC37
0.0% of portfolio›$45.2K
Rossby Financial, LCC37
0.0% of portfolio›$45.2K
Parallel Advisors, LLC35
0.0% of portfolio›$42.7K
Laurel Wealth Advisors LLC25
0.0% of portfolio›$30.5K
Grove Bank & Trust25
0.0% of portfolio›$30.5K
Hager Investment Management Services, LLC25
0.0% of portfolio›$30.5K
Powell Investment Advisors, LLC20
0.0% of portfolio›$24.4K
Next Level Wealth Planning, LLC15
0.0% of portfolio›$18.3K
Salomon & Ludwin, LLC10
0.0% of portfolio›$12.2K
Bokf, NA10
0.0% of portfolio›$12.2K
Hickory Point Bank & Trust8
0.0% of portfolio›$9.8K
Caldwell Trust Co5
0.0% of portfolio›$6.1K
Center for Financial Planning, Inc.5
0.0% of portfolio›$6.1K
Chapman Financial Group, LLC4
0.0% of portfolio›$4.9K
North Star Investment Management Corp.4
0.0% of portfolio›$4.9K
Capital Investment Advisory Services, LLC4
0.0% of portfolio›$4.9K
Cape Investment Advisory, Inc.4
0.0% of portfolio›$4.9K
American Capital Advisory, LLC3
0.0% of portfolio›$3.7K
TD Private Client Wealth LLC1
0.0% of portfolio›$1.2K
Spire Wealth Management1
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Union Bancaire Privee, UBP SA
3,082,170$3.7K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Calamos Advisors LLC
52,766$64.4M0.2%GrowthMediumNaperville, IL2026-11-02
Mackay Shields LLC
20,836$25.5M0.9%Deep ValueLowNew York, NY2026-10-13
Villere ST Denis J & Co LLC
15,253$18.6M2.4%ValueVery LowNew Orleans, LA2026-11-04
Everett Harris & Co
13,750$16.8M0.2%CoreVery LowLos Angeles, CA2026-10-28
Phraction Management LLC
11,971$14.6M2.7%GrowthLowColchester, CT2026-10-14
Rational Advisors, Inc.
8,048$9.8M0.9%ETFMediumSan Juan, PR2026-11-02
Conning Inc.
7,235$8.8M0.3%CoreMediumHartford, CT2026-10-27
Xcel Wealth Management, LLC
5,750$7.0M1.7%CoreMediumHolly Hill, FL2026-10-26
Epiq Partners, LLC
4,987$6.1M2.6%YieldLowMinneapolis, MN2026-10-07
Kestra Advisory Services, LLC
3,835$4.7M0.0%CoreLowAustin, TX2026-11-02
Lake Street Private Wealth, LLC
2,760$3.4M0.4%GrowthLowChicago, IL2026-10-22
Wolverine Asset Management LLC
2,631$3.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
AGF Management LTD
2,500$3.1M0.0%GrowthHighToronto, Australia2026-11-03
Aegon USA Investment Management, LLC
2,248$2.7M2.0%ETFVery LowCedar Rapids, IA2026-10-30
KCM Investment Advisors LLC
2,224$2.7M0.1%CoreVery LowGreenbrae, CA2026-10-27
Founders Capital Management, LLC
2,217$2.7M0.4%CoreVery LowHartford, CT2026-10-23
Montag A & Associates Inc
2,157$2.6M0.1%CoreLowAtlanta, GA2026-10-29
LexAurum Advisors, LLC
2,124$2.6M0.3%ETFLowOverland Park, KS2026-10-19
Private Wealth Partners, LLC
2,000$2.4M0.2%GrowthLowMill Valley, CA2026-10-22
Shrier Wealth Management, LLC
1,711$2.1M0.7%CoreVery LowLos Angeles, CA2026-10-20
Cambridge Investment Research Advisors, Inc.
1,626$2.0K0.0%ETFLowFairfield, IA2026-11-02
Edgemoor Investment Advisors, Inc.
1,516$1.9M0.1%CoreVery LowBethesda, MD2026-11-03
Diversify Wealth Management, LLC
1,355$1.6M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,355$1.6M0.0%GrowthLowSandy, UT2026-10-20
Warberg Asset Management LLC
1,180$1.4M0.2%YieldHighWinnetka, IL2026-11-02
Apella Capital, LLC
1,180$1.4M0.0%ETFVery LowWest Hartford, CT2026-10-08
Cove Private Wealth, LLC
1,118$1.4M0.2%GrowthLowOyster Bay Cove, NY2026-10-28
Magnus Financial Group LLC
1,109$1.4M0.1%ETFLowNew York, NY2026-10-21
High Point Wealth Management, LLC
1,025$1.3M1.0%ETFLowChester, NJ2026-11-05
Spectrum Asset Management, Inc.
897$1.1M1.4%ETFLowStamford, CT2026-11-02
Penobscot Investment Management Company, Inc.
888$1.1M0.1%GrowthLowBoston, MA2026-10-26
MeadowBrook Investment Advisors LLC
881$1.0M0.8%CoreLowLivonia, MI2026-10-29
Tamar Securities, LLC
817$998.0K0.1%CoreLowWoodland Hills, CA2026-11-03
Virtue Asset Management LLC
764$932.8K0.6%CoreLowBarrington, IL2026-10-21
Apollon Financial, LLC
707$863.6K0.1%ETFVery LowMount Pleasant, SC2026-10-23
Wetzel Investment Advisors, Inc.
700$854.7K0.3%ETFLowIndianapolis, IN2026-10-13
D.A. Davidson & Co.
681$831.5K0.0%CoreLowGreat Falls, MT2026-10-28
BOS Asset Management, LLC
633$772.9K0.2%ETFLowSpringfield, IL2026-10-09
Central Pacific Bank - Trust Division
626$764.3K0.1%CoreMediumHonolulu, HI2026-10-06
Principle Wealth Partners LLC
604$737.9K0.0%CoreVery LowMadison, CT2026-11-02
Daymark Wealth Partners, LLC
552$674.0K0.0%CoreLowCincinnati, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
542$644.0K0.0%CoreLowPlymouth, MN2026-10-13
180 Wealth Advisors, LLC
520$634.9K0.1%CoreLowFederal Way, WA2026-11-03
Asset Allocation & Management Company, LLC
519$6330.0%ETFLowChicago, IL2026-10-13
Truist Financial Corp
468$571.4K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
463$565.3K0.0%ETFLowWaltham, MA2026-11-02
Patriot Financial Group Insurance Agency, LLC
453$553.1K0.1%GrowthLowWalpole, MA2026-10-14
Roman Butler Fullerton & Co
450$526.0K0.1%GrowthMediumSt Louis, MO2026-10-27
Sowell Financial Services LLC
421$514.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Valeo Financial Advisors, LLC
410$500.6K0.0%ETFLowCarmel, IN2026-10-08
Marathon Capital Management
375$457.9K0.1%CoreLowHunt Valley, MD2026-10-23
Income Research & Management
355$433.1K0.3%N/AN/ABoston, MA2026-10-21
Tcfg Investment Advisors, LLC
340$415.1K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Citigroup Inc
337$411.5K0.0%CoreMediumNew York, NY2026-11-04
Kaizen Financial Strategies
333$406.4K0.2%ETFMediumCampbell, CA2026-10-09
SAX Wealth Advisors, LLC
310$378.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Islay Capital Management, LLC
300$366.3K0.2%ETFMediumLubbock, TX2026-10-20
Aull & Monroe Investment Management Corp
298$363.8K0.2%CoreVery LowMobile, AL2026-10-16
Moneco Advisors, LLC
285$348.0K0.0%ETFLowFairfield, CT2026-11-05
Calamos Wealth Management LLC
272$332.1K0.0%GrowthMediumNaperville, IL2026-11-02
Evanson Financial, LLC
251$306.5K0.0%ETFN/AMclean, VA2026-10-23
Wedbush Securities Inc
238$2910.0%CoreLowPasadena, CA2026-10-22
Oppenheimer Asset Management Inc.
235$286.9K0.0%CoreMediumNew York, NY2026-10-27
Vanguard Capital Wealth Advisors
230$280.8K0.2%GrowthMediumDenver, CO2026-10-16
Creative Planning
220$269.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Crescent Grove Advisors, LLC
212$258.8K0.0%ETFLowLake Forest, IL2026-10-21
Pekin Hardy Strauss, Inc.
208$254.0K0.0%ValueMediumChicago, IL2026-11-02
Pennsylvania Capital Management Inc
206$251.5K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Oppenheimer & Co Inc
204$249.1K0.0%CoreLowNew York, NY2026-10-26
Balentine LLC
200$244.2K0.0%ETFLowAtlanta, GA2026-11-03
LifeSteps Financial, Inc.
194$237.3K0.1%ETFLowClaremont, CA2026-10-15
Northside Capital Management, LLC
185$225.9K0.0%GARPLowHood River, OR2026-10-13
Bank & Trust Co
182$222.2K0.1%ValueVery LowLitchfield, IL2026-10-07
Perigon Wealth Management, LLC
177$216.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Bright Futures Wealth Management, Llc.
176$214.9K0.1%CoreHighWebster, Ny 14580, NY2026-10-23
Obermeyer Wealth Partners
172$210.0K0.0%GrowthLowAspen, CO2026-10-21
Walled Lake Planning & Wealth Management, LLC
170$207.6K0.0%ETFLowHighland Park, IL2026-10-29
Excalibur Management Corp
168$205.1K0.1%CoreVery LowWaltham, MA2026-11-02
Galvin, Gaustad & Stein, LLC
166$202.7K0.0%CoreMediumScottsdale, AZ2026-10-08
Pacific Wealth Strategies Group, Inc.
165$201.5K0.1%ETFMediumSanta Barbara, CA2026-11-02
AlphaCore Capital LLC
140$171.2K0.0%ETFLowLa Jolla, CA2026-11-04
IFP Advisors, Inc
117$142.9K0.0%GrowthLowTampa, FL2026-10-16
Wilmington Savings Fund Society, FSB
116$141.6K0.0%CoreLowWilmington, DE2026-10-23
CoreCap Advisors, LLC
110$134.4K0.0%ETFMediumSouthfield, MI2026-10-08
Angeles Wealth Management, LLC
100$122.0K0.0%ETFLowSanta Monica, CA2026-10-26
Private Trust Co NA
92$112.3K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
67$81.6K0.0%CoreMediumBirmingham, AL2026-10-26
SRH Advisors, LLC
50$61.0K0.0%ETFVery LowSalina, KS2026-10-22
EverSource Wealth Advisors, LLC
50$61.0K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
45$54.9K0.0%IndexLowSan Francisco, CA2026-10-08
Ashton Thomas Private Wealth, LLC
37$45.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Rossby Financial, LCC
37$45.2K0.0%ETFMediumMelbourne, FL2026-11-05
Parallel Advisors, LLC
35$42.7K0.0%IndexLowSan Francisco, CA2026-11-03
Laurel Wealth Advisors LLC
25$30.5K0.0%CoreVery LowCharlotte, NC2026-10-27
Grove Bank & Trust
25$30.5K0.0%ETFLowMiami, FL2026-10-08
Hager Investment Management Services, LLC
25$30.5K0.0%GrowthMediumNew London, NH2026-11-04
Powell Investment Advisors, LLC
20$24.4K0.0%ETFVery LowMiami, FL2026-10-22
Next Level Wealth Planning, LLC
15$18.3K0.0%ETFVery LowMeridian, ID2026-10-29
Salomon & Ludwin, LLC
10$12.2K0.0%ETFVery LowRichmond, VA2026-10-29
Bokf, NA
10$12.2K0.0%CoreLowTulsa, OK2026-10-27
Hickory Point Bank & Trust
8$9.8K0.0%CoreVery LowDecatur, IL2026-10-01
Caldwell Trust Co
5$6.1K0.0%GrowthLowVenice, FL2026-10-30
Center for Financial Planning, Inc.
5$6.1K0.0%ETFLowSouthfied, MI2026-10-26
Chapman Financial Group, LLC
4$4.9K0.0%CoreVery LowHonolulu, HI2026-10-26
North Star Investment Management Corp.
4$4.9K0.0%CoreLowChicago, IL2026-10-27
Capital Investment Advisory Services, LLC
4$4.9K0.0%CoreMediumRaleigh, NC2026-10-30
Cape Investment Advisory, Inc.
4$4.9K0.0%ETFLowMcdonough, GA2026-10-13
American Capital Advisory, LLC
3$3.7K0.0%ETFLowKetchum, ID2026-10-28
TD Private Client Wealth LLC
1$1.2K0.0%ETFLowNew York, NY2026-10-28
Spire Wealth Management
1$1.2K0.0%GrowthMediumMclean, VA2026-10-30