Bank of America Corp (BAC) Ownership

46.06 ↓0.35 (-0.75%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Berkshire Hathaway Inc is the biggest individual institutional holder of Bank of America Corp (BAC), owning a total of 1 billion shares. Combined, the top 30 institutional holders of BAC own 59.77% of the company with a total of 4.6 billion shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders increased their combined ownership of BAC by 8.3 million shares. 9 institutions bought 56,063,635 total additional shares and increased their ownership by an average of 10.94%. However 10 institutions sold 47,808,950 total shares and decreased their ownership by an average of 4.22%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Bank of America Corp increased by a net total of 8,254,685 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.461%	0.000%	1,032,852,006	0	2024-06-30
Vanguard Group Inc	8.362%	-0.439%	641,632,660	-2,827,674	2024-06-30
BlackRock Inc	6.166%	-2.984%	473,118,758	-14,549,893	2024-06-30
State Street Corp	3.751%	-1.612%	287,790,635	-4,713,981	2024-06-30
Morgan Stanley - Brokerage Accounts	2.845%	0.062%	218,323,298	135,284	2024-06-30
FMR Inc	2.609%	4.362%	200,219,692	8,367,924	2024-06-30
JPMorgan Chase & Co	1.927%	0.634%	147,815,545	930,621	2024-06-30
Geode Capital Management, LLC	1.806%	1.117%	138,555,829	1,529,903	2024-06-30
NORGES BANK	1.602%	10.822%	122,915,003	12,003,007	2024-06-30
T. Rowe Price Associates, Inc.	1.147%	-5.963%	88,013,810	-5,581,427	2024-06-30
Franklin Resources Inc	0.928%	-5.149%	71,173,617	-3,863,866	2024-06-30
Capital World Investors	0.898%	70.736%	68,899,471	28,545,022	2024-06-30
Northern Trust Corp	0.792%	-0.518%	60,763,299	-316,120	2024-06-30
Dodge & Cox	0.790%	-14.492%	60,616,153	-10,273,207	2024-06-30
Legal & General Group PLC	0.750%	1.582%	57,539,506	895,884	2024-06-30
Ameriprise Financial Inc	0.702%	-2.526%	53,844,019	-1,395,589	2024-06-30
Bank of New York Mellon Corp	0.658%	-4.551%	50,461,963	-2,405,994	2024-06-30
Amvescap Plc.	0.596%	-3.954%	45,700,916	-1,881,199	2024-06-30
Fisher Asset Management, LLC	0.567%	8.896%	43,484,829	3,552,496	2024-06-30
Charles Schwab Investment Management Inc	0.558%	0.242%	42,826,341	103,494	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	13.461%	0.000%	1,032,852,006	0	2024-06-30
Vanguard Group Inc	8.362%	-0.439%	641,632,660	-2,827,674	2024-06-30
BlackRock Inc	6.166%	-2.984%	473,118,758	-14,549,893	2024-06-30
State Street Corporation	3.770%	0.607%	292,504,616	1,763,715	2024-03-31
State Street Corp	3.751%	-1.612%	287,790,635	-4,713,981	2024-06-30
Morgan Stanley - Brokerage Accounts	2.845%	0.062%	218,323,298	135,284	2024-06-30
FMR Inc	2.609%	4.362%	200,219,692	8,367,924	2024-06-30
JPMorgan Chase & Co	1.927%	0.634%	147,815,545	930,621	2024-06-30
Geode Capital Management, LLC	1.806%	1.117%	138,555,829	1,529,903	2024-06-30
NORGES BANK	1.602%	10.822%	122,915,003	12,003,007	2024-06-30
T. Rowe Price Associates, Inc.	1.147%	-5.963%	88,013,810	-5,581,427	2024-06-30
Goldman Sachs Group Inc	0.982%	97.757%	76,795,072	37,962,007	2023-12-31
Franklin Resources Inc	0.928%	-5.149%	71,173,617	-3,863,866	2024-06-30
Capital World Investors	0.898%	70.736%	68,899,471	28,545,022	2024-06-30
Northern Trust Corp	0.792%	-0.518%	60,763,299	-316,120	2024-06-30
Dodge & Cox	0.790%	-14.492%	60,616,153	-10,273,207	2024-06-30
Legal & General Group PLC	0.750%	1.582%	57,539,506	895,884	2024-06-30
Ameriprise Financial Inc	0.702%	-2.526%	53,844,019	-1,395,589	2024-06-30
Bank of New York Mellon Corp	0.658%	-4.551%	50,461,963	-2,405,994	2024-06-30
Harris Associates L.P.	0.638%	-9.153%	49,501,639	-4,987,548	2024-03-31
Amvescap Plc.	0.596%	-3.954%	45,700,916	-1,881,199	2024-06-30
Fisher Asset Management, LLC	0.567%	8.896%	43,484,829	3,552,496	2024-06-30
Parnassus Investments LLC	0.558%	6.951%	43,324,384	2,815,675	2024-03-31
Charles Schwab Investment Management Inc	0.558%	0.242%	42,826,341	103,494	2024-06-30
Barclays PLC	0.523%	97.295%	41,290,694	20,362,295	2023-09-30
Nuveen Asset Management, LLC	0.483%	-10.341%	38,616,338	-4,453,800	2022-09-30
Lazard Asset Management LLC	0.482%	12.251%	38,139,521	4,162,514	2023-06-30
Dimensional Fund Advisors, Inc.	0.479%	7.509%	38,063,713	2,658,656	2023-06-30
Parnassus Investments, LLC	0.474%	9.537%	37,656,022	3,278,515	2023-06-30
Deutsche Bank AG	0.468%	23.153%	37,514,277	7,052,667	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Bank of America Corp (BAC), owning a total of 221.2 million shares. Combined, the top 37 mutual fund holders of BAC own 25.73% of the company with a total of 2 billion shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of BAC by 447 thousand shares. 4 funds bought 787,655 total additional shares and increased their ownership by an average of 0.49%. However 1 funds sold 340,760 total shares and decreased their ownership by an average of 0.73%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Bank of America Corp increased by a net total of 446,895 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.072%	0.422%	82,236,165	345,330	2024-10-31
iShares Core S&P 500 ETF	0.980%	0.154%	75,156,841	115,681	2024-10-31
The Financial Select Sector SPDR® ETF	0.603%	-0.731%	46,270,357	-340,760	2024-10-31
State St S&P 500® Indx SL Cl III	0.427%	0.291%	32,727,155	95,000	2024-10-31
Russell 1000 Index Fund	0.277%	1.101%	21,274,225	231,644	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.884%	5.048%	221,245,954	10,631,336	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.662%	1.583%	210,660,279	3,282,825	2023-03-31
Vanguard Institutional 500 Index Trust	2.305%	-0.639%	176,835,379	-1,137,017	2024-09-30
Vanguard 500 Index Investor	2.101%	0.561%	166,973,798	931,899	2023-08-31
Fidelity 500 Index	1.082%	-0.993%	82,988,403	-832,334	2024-09-30
SPDR® S&P 500® ETF Trust	1.072%	0.422%	82,236,165	345,330	2024-10-31
SPDR® S&P 500 ETF Trust	1.041%	0.227%	81,407,260	183,960	2024-04-30
Fidelity® 500 Index	1.012%	0.803%	80,047,203	637,695	2023-10-31
iShares Core S&P 500 ETF	0.980%	0.154%	75,156,841	115,681	2024-10-31
Vanguard Value Index Inv	0.770%	7.220%	59,072,634	3,977,737	2024-09-30
Performer (AFRIS)	0.758%	0.000%	58,795,976	58,795,976	2024-02-29
Financial Select Sector SPDR® ETF	0.595%	-0.284%	46,537,730	-132,712	2024-04-30
The Financial Select Sector SPDR® ETF	0.603%	-0.731%	46,270,357	-340,760	2024-10-31
Vanguard Institutional Index I	0.559%	-1.738%	42,918,622	-759,170	2024-09-30
Dodge & Cox Stock I	0.505%	-12.173%	38,734,800	-5,368,500	2024-09-30
Vanguard Dividend Appreciation ETF	0.475%	-1.182%	36,434,721	-435,782	2024-09-30
State St S&P 500® Indx SL Cl III	0.427%	0.291%	32,727,155	95,000	2024-10-31
Parnassus Core Equity Investor	0.372%	-5.702%	29,087,233	-1,758,844	2024-04-30
JPMorgan Equity Income I	0.371%	-0.564%	28,476,679	-161,628	2024-09-30
JPM US Equity Income-Composite	0.371%	-2.149%	28,476,679	-625,499	2024-09-30
Vanguard High Dividend Yield ETF	0.363%	0.651%	27,855,436	180,121	2024-09-30
Vanguard Equity-Income Inv	0.344%	22.612%	26,365,569	4,862,262	2024-09-30
Vanguard Windsor™ II Inv	0.335%	-1.873%	25,696,620	-490,545	2024-09-30
JPM US Equity Income-MA	0.324%	102,132.000%	25,639,725	25,614,645	2023-09-30
Blackrock Eq Idx Fund CF	0.333%	5.967%	25,510,543	1,436,421	2024-09-30
Blackrock Equity Index Non-Lendable	0.309%	0.000%	24,625,260	24,625,260	2022-06-30
Columbia Dividend Value	0.290%	-0.955%	23,022,982	-221,878	2023-03-31
Columbia Dividend Income Inst	0.287%	-0.564%	22,893,215	-129,767	2023-04-30
Russell 1000 Index Fund	0.277%	1.101%	21,274,225	231,644	2024-10-31
Strategic Advisers Fidelity US TtlStk	0.271%	-5.493%	20,802,266	-1,209,100	2024-09-30
Blackrock Russ 1000 Eq Idx Composite	0.269%	-1.123%	20,638,790	-234,373	2024-06-30
Fidelity® Contrafund®	0.241%	-1.980%	19,031,031	-384,400	2023-09-30
iShares Russell 1000 Value ETF	0.237%	-0.403%	18,722,500	-75,816	2023-12-29
Six Circles U.S. Unconstrained Equity	0.237%	-2.585%	18,699,102	-496,093	2023-12-31
T. Rowe Price US Value Equity Composite	0.224%	27.725%	17,698,803	3,841,810	2023-12-31
T. Rowe Price Value	0.225%	27.725%	17,698,803	3,841,810	2023-12-31
Franklin Income A1	0.221%	-2.853%	17,486,500	-513,500	2023-11-30