Bank of America Corp (BAC) Ownership

41.25 ↓1.31 (-3.08%)

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 680.2 million shares. Combined, the top 34 institutional holders of BAC own 59.33% of the company with a total of 4.5 billion shares.

In the latest ownership report on December 31st 2024, the top 34 institutional holders decreased their combined ownership of BAC by 140.2 million shares. 16 institutions bought 112,715,653 total additional shares and increased their ownership by an average of 9.00%. However 5 institutions sold 252,889,164 total shares and decreased their ownership by an average of 12.41%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Bank of America Corp decreased by a net total of -140,173,511 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	8.945%	-14.724%	680,233,587	-117,449,720	2024-12-31
Vanguard Group Inc	8.650%	-0.330%	657,834,864	-2,180,659	2024-12-31
BlackRock Inc	6.873%	3.742%	522,691,367	18,853,021	2024-12-31
State Street Corp	3.877%	2.113%	294,818,145	6,099,400	2024-12-31
FMR Inc	2.543%	1.450%	193,353,875	2,763,805	2024-12-31
JPMorgan Chase & Co	2.234%	-43.146%	169,883,556	-128,924,140	2024-12-31
Geode Capital Management, LLC	1.871%	1.450%	142,289,199	2,033,229	2024-12-31
Morgan Stanley - Brokerage Accounts	1.646%	5.170%	125,205,762	6,155,330	2024-12-31
T. Rowe Price Associates, Inc.	1.610%	10.557%	122,437,422	11,691,451	2024-12-31
NORGES BANK	1.564%	-3.242%	118,930,358	-3,984,645	2024-12-31
Capital World Investors	1.160%	23.927%	88,210,527	17,031,143	2024-12-31
Franklin Resources Inc	1.109%	5.846%	84,316,133	4,656,954	2024-12-31
Northern Trust Corp	0.893%	17.222%	67,935,940	9,980,859	2024-12-31
Wellington Management Company LLP	0.867%	39.634%	65,900,211	18,705,125	2024-12-31
Bank of New York Mellon Corp	0.784%	4.941%	59,613,837	2,806,927	2024-12-31
Ameriprise Financial Inc	0.759%	-0.603%	57,686,520	-350,000	2024-12-31
Amvescap Plc.	0.644%	2.691%	48,966,793	1,283,171	2024-12-31
Royal Bank of Canada	0.624%	8.186%	47,478,590	3,592,666	2024-12-31
Fisher Asset Management, LLC	0.617%	3.697%	46,887,442	1,671,610	2024-12-31
UBS Asset Mgmt Americas Inc	0.593%	12.733%	45,092,517	5,093,104	2024-12-31
Charles Schwab Investment Management Inc	0.564%	0.699%	42,929,896	297,858	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Berkshire Hathaway Inc	8.945%	-14.724%	680,233,587	-117,449,720	2024-12-31
Vanguard Group Inc	8.650%	-0.330%	657,834,864	-2,180,659	2024-12-31
BlackRock Inc	6.873%	3.742%	522,691,367	18,853,021	2024-12-31
State Street Corp	3.877%	2.113%	294,818,145	6,099,400	2024-12-31
State Street Corporation	3.770%	0.607%	292,504,616	1,763,715	2024-03-31
FMR Inc	2.543%	1.450%	193,353,875	2,763,805	2024-12-31
JPMorgan Chase & Co	2.234%	-43.146%	169,883,556	-128,924,140	2024-12-31
Geode Capital Management, LLC	1.871%	1.450%	142,289,199	2,033,229	2024-12-31
Morgan Stanley - Brokerage Accounts	1.646%	5.170%	125,205,762	6,155,330	2024-12-31
T. Rowe Price Associates, Inc.	1.610%	10.557%	122,437,422	11,691,451	2024-12-31
NORGES BANK	1.564%	-3.242%	118,930,358	-3,984,645	2024-12-31
Capital World Investors	1.160%	23.927%	88,210,527	17,031,143	2024-12-31
Franklin Resources Inc	1.109%	5.846%	84,316,133	4,656,954	2024-12-31
Goldman Sachs Group Inc	0.982%	97.757%	76,795,072	37,962,007	2023-12-31
Northern Trust Corp	0.893%	17.222%	67,935,940	9,980,859	2024-12-31
Wellington Management Company LLP	0.867%	39.634%	65,900,211	18,705,125	2024-12-31
Bank of New York Mellon Corp	0.784%	4.941%	59,613,837	2,806,927	2024-12-31
Ameriprise Financial Inc	0.759%	-0.603%	57,686,520	-350,000	2024-12-31
Legal & General Group PLC	0.729%	-3.523%	55,512,378	-2,027,128	2024-09-30
Dodge & Cox	0.699%	-12.222%	53,207,803	-7,408,350	2024-09-30
Harris Associates L.P.	0.638%	-9.153%	49,501,639	-4,987,548	2024-03-31
Amvescap Plc.	0.644%	2.691%	48,966,793	1,283,171	2024-12-31
Royal Bank of Canada	0.624%	8.186%	47,478,590	3,592,666	2024-12-31
Wellington Management Company LLP USD	0.620%	16.224%	47,195,086	6,588,185	2024-09-30
Fisher Asset Management, LLC	0.617%	3.697%	46,887,442	1,671,610	2024-12-31
UBS Asset Mgmt Americas Inc	0.593%	12.733%	45,092,517	5,093,104	2024-12-31
Parnassus Investments LLC	0.558%	6.951%	43,324,384	2,815,675	2024-03-31
Charles Schwab Investment Management Inc	0.564%	0.699%	42,929,896	297,858	2024-12-31
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 213.5 million shares. Combined, the top 39 mutual fund holders of BAC own 26.24% of the company with a total of 2 billion shares.

In the latest ownership report on February 28th 2025, the top 39 fund holders increased their combined ownership of BAC by 533 thousand shares. 2 funds bought 83,450 total additional shares and increased their ownership by an average of 0.10%. However 2 funds sold 616,084 total shares and decreased their ownership by an average of 0.37%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Bank of America Corp decreased by a net total of -532,634 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	1.085%	-0.736%	82,519,080	-612,144	2025-02-28
iShares Core S&P 500 ETF	1.031%	-0.005%	78,409,691	-3,940	2025-02-28
The Financial Select Sector SPDR® ETF	0.657%	0.119%	49,924,202	59,450	2025-02-28
State St S&P 500® Indx SL Cl III	0.425%	0.074%	32,283,521	24,000	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.808%	-1.393%	213,506,939	-3,015,414	2025-01-31
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	2.379%	0.054%	180,875,781	97,198	2025-01-31
Vanguard 500 Index Investor	2.101%	0.561%	166,973,798	931,899	2023-08-31
Fidelity 500 Index	1.095%	0.443%	83,233,008	367,262	2025-01-31
SPDR® S&P 500® ETF Trust	1.085%	-0.736%	82,519,080	-612,144	2025-02-28
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	1.031%	-0.005%	78,409,691	-3,940	2025-02-28
Performer (AFRIS)	0.758%	0.000%	58,795,976	58,795,976	2024-02-29
Vanguard Value Index Inv	0.767%	-0.883%	58,302,743	-519,136	2025-01-31
The Financial Select Sector SPDR® ETF	0.657%	0.119%	49,924,202	59,450	2025-02-28
Financial Select Sector SPDR® ETF	0.595%	-0.284%	46,537,730	-132,712	2024-04-30
Vanguard Institutional Index I	0.551%	-0.599%	41,876,346	-252,442	2025-01-31
Vanguard Dividend Appreciation ETF	0.481%	-0.623%	36,612,078	-229,476	2025-01-31
State St S&P 500® Indx SL Cl III	0.425%	0.074%	32,283,521	24,000	2025-02-28
Parnassus Core Equity Investor	0.372%	-5.702%	29,087,233	-1,758,844	2024-04-30
JPMorgan Equity Income I	0.377%	0.000%	28,634,146	0	2025-01-31
JPM US Equity Income-Composite	0.377%	0.553%	28,634,146	157,467	2024-12-31
Vanguard Equity-Income Inv	0.365%	5.289%	27,760,097	1,394,528	2024-12-31
Vanguard High Dividend Yield ETF	0.365%	-0.356%	27,739,776	-99,086	2025-01-31
JPM US Equity Income-MA	0.324%	102,132.000%	25,639,725	25,614,645	2023-09-30
Blackrock Eq Idx Fund CF	0.329%	-1.865%	25,034,785	-475,758	2024-12-31
Vanguard Windsor™ II Inv	0.327%	-3.205%	24,873,045	-823,575	2024-12-31
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
Strategic Advisers Fidelity US TtlStk	0.296%	2.540%	22,498,301	557,394	2025-01-31
Dodge & Cox Stock I	0.295%	-42.007%	22,463,300	-16,271,500	2024-12-31
Putnam Large Cap Value A	0.281%	2.278%	21,332,284	475,121	2025-01-31
Blackrock Russ 1000 Eq Idx Composite	0.277%	2.113%	21,074,867	436,077	2024-09-30
Putnam US Large Cap Value Equity	0.274%	4.742%	20,857,163	944,225	2024-12-31
Russell 1000 Index Fund	0.267%	-1.631%	20,477,612	-339,434	2024-12-31
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 Value	0.225%	27.725%	17,698,803	3,841,810	2023-12-31
T. Rowe Price US Value Equity Composite	0.224%	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