Bank of America Ownership | Who Owns Bank of America?
Bank of America Ownership Summary
Bank of America is owned by 69.35% institutional investors, 10.08% insiders, and 20.57% retail investors. Berkshire hathaway is the largest institutional shareholder, holding 12.96% of BAC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.87% of its assets in Bank of America shares.
BAC Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Bank of America | 69.35% | 10.08% | 20.57% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Diversified Banks Stocks | 38.46% | 1.12% | 60.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Berkshire hathaway | 1.03B | 12.96% | $41.08B |
Vanguard group | 641.63M | 8.05% | $25.52B |
Blackrock | 473.12M | 5.94% | $18.82B |
State street | 287.79M | 3.61% | $11.45B |
Fmr | 200.22M | 2.51% | $7.96B |
Jpmorgan chase | 147.82M | 1.86% | $5.88B |
Geode capital management | 138.56M | 1.74% | $5.50B |
Norges bank | 122.92M | 1.54% | $4.89B |
Morgan stanley | 109.16M | 1.37% | $4.34B |
Price t rowe associates inc /md/ | 88.01M | 1.10% | $3.50B |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Daily journal | 2.00M | 43.65% | $79.54M |
Himalaya capital management | 18.08M | 28.07% | $719.09M |
Spectrum financial alliance | 1.14M | 16.18% | $45.23M |
Berkshire hathaway | 1.03B | 14.67% | $41.08B |
Aquamarine zurich | 767.85K | 11.63% | $30.54M |
Pb investment partners | 336.36K | 10.86% | $13.38M |
Caldwell investment management | 350.00K | 10.46% | $13.90M |
Shorepath capital management | 296.66K | 9.08% | $11.80M |
Regal partners | 1.91M | 7.87% | $76.03M |
Darsana capital partners lp | 6.50M | 7.07% | $258.50M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 122.92M | 0.73% | 122.92M |
Capital world investors | 68.90M | 0.45% | 28.55M |
Wellington management group llp | 40.61M | 0.29% | 20.63M |
Sanders capital | 21.74M | 1.32% | 19.09M |
Deutsche bank ag\ | 30.73M | 0.55% | 9.94M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Parnassus investments | 23.17M | 2.01% | -20.15M |
Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 20.24M | 0.82% | -18.64M |
Blackrock | 473.12M | 0.43% | -14.55M |
Dodge & cox | 60.62M | 1.45% | -10.27M |
Harris associates l p | 41.01M | 2.76% | -8.49M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 122.92M | 0.73% | 122.92M | $4.89B |
Barrow hanley mewhinney & strauss | 3.20M | 0.43% | 3.20M | $127.25M |
Pointstate capital lp | 1.92M | 1.66% | 1.92M | $76.21M |
Samlyn capital | 1.85M | 1.22% | 1.85M | $73.44M |
Corebridge financial | 1.69M | 0.37% | 1.69M | $67.06M |
Sold Out
Holder | Change |
---|---|
Twin tree management, lp | -1.00 |
Vima | -4.00 |
Garden state investment advisory services | -10.00 |
Quest partners | -35.00 |
Horizon bancorp inc /in/ | -50.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 3,026 | 0.20% | 5,422,134,552 | -3.82% | 69 | 1.36% | 1,297 | -2.77% | 1,268 | 1.93% |
Jun 30, 2024 | 2,972 | -0.83% | 5,620,485,310 | 1.90% | 70 | 1.47% | 1,312 | 0.15% | 1,224 | -3.39% |
Mar 31, 2024 | 2,997 | 1.83% | 5,515,739,362 | -1.14% | 69 | 1.43% | 1,310 | -0.61% | 1,267 | -0.08% |
Dec 31, 2023 | 2,943 | 8.80% | 5,579,101,983 | 3.11% | 69 | 1.53% | 1,318 | 17.05% | 1,268 | 8.28% |
Sep 30, 2023 | 2,705 | -1.39% | 5,410,632,150 | -1.41% | 67 | 1.45% | 1,126 | -6.01% | 1,171 | 3.90% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 220.49M | 2.87% | -757.67K |
Vanguard Institutional 500 Index Trust | 178.93M | 2.33% | 2.10M |
Fidelity 500 Index | 82.99M | 1.08% | -832.33K |
SPDR® S&P 500® ETF Trust | 82.87M | 1.08% | -460.98K |
iShares Core S&P 500 ETF | 76.19M | 0.99% | 235.65K |
Vanguard Value Index Inv | 59.30M | 0.77% | 229.46K |
The Financial Select Sector SPDR® ETF | 50.21M | 0.65% | 41.43K |
Vanguard Institutional Index I | 42.90M | 0.56% | -16.08K |
Dodge & Cox Stock I | 38.73M | 0.50% | -5.37M |
Vanguard Dividend Appreciation ETF | 36.52M | 0.48% | 83.47K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Oct 15, 2024 | BERKSHIRE HATHAWAY INC | - | Sell | $14.01M |
Oct 15, 2024 | BERKSHIRE HATHAWAY INC | - | Sell | $355.92M |
Oct 08, 2024 | BERKSHIRE HATHAWAY INC | - | Sell | $157.29M |
Oct 09, 2024 | BERKSHIRE HATHAWAY INC | - | Sell | $160.66M |
Oct 10, 2024 | BERKSHIRE HATHAWAY INC | - | Sell | $64.45M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 10 |
2024 Q3 | - | 43 |
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | 1 | - |
BAC Ownership FAQ
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