BAC Bank of America Corporation
Bank of America Corporation (BAC) Institutional Ownership
What the institutions did with BAC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| EASTERN BANK | 1.6M | 39.2% |
| MassMutual Private Wealth & Trust, FSB | 588.4K | 14.9% |
| CapWealth Advisors, LLC | 505.8K | 12.8% |
| ROCKLAND TRUST CO | 434.5K | 11.0% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 193.0K | 4.9% |
| NEVILLE RODIE & SHAW INC | 179.9K | 4.5% |
| PARK NATIONAL CORP /OH/ | 79.0K | 2.0% |
| GLP Holdings LLLP | 63.7K | 1.6% |
| Coastline Trust Co | 53.6K | 1.4% |
| GoalVest Advisory LLC | 49.4K | 1.2% |
| CX Institutional | 35.8K | 0.9% |
| Versant Capital Management, Inc | 34.6K | 0.9% |
| Hickory Point Bank & Trust | 23.1K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 19.8K | 0.5% |
| BURKETT FINANCIAL SERVICES, LLC | 16.3K | 0.4% |
| General Partner, Inc. | 15.6K | 0.4% |
| DOLIVER ADVISORS, LP | 15.5K | 0.4% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 15.5K | 0.4% |
| TOMPKINS FINANCIAL CORP | 14.3K | 0.4% |
| First Citizens Financial Corp | 13.9K | 0.4% |
| Rosenberg Matthew Hamilton | 11.3K | 0.3% |
| Stonebridge Financial Group, LLC | 7.7K | 0.2% |
| Heartwood Wealth Advisors LLC | 6.9K | 0.2% |
| Marotta Asset Management | 5.1K | 0.1% |
| COLLECTIVE FAMILY OFFICE LLC | 4.9K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROCKLAND TRUST CO | Increased | 82.7K | 434.5K | +351.8K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 620.0K | 588.4K | -31.6K |
| EASTERN BANK | Increased | 1.5M | 1.6M | +27.9K |
| CapWealth Advisors, LLC | Reduced | 522.7K | 505.8K | -16.9K |
| PARK NATIONAL CORP /OH/ | Increased | 65.6K | 79.0K | +13.5K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 201.4K | 193.0K | -8.4K |
| GoalVest Advisory LLC | Increased | 46.2K | 49.4K | +3.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 12.8K | 15.5K | +2.7K |
| CX Institutional | Increased | 34.3K | 35.8K | +1.5K |
| NEVILLE RODIE & SHAW INC | Increased | 178.7K | 179.9K | +1.2K |
| Versant Capital Management, Inc | Increased | 33.5K | 34.6K | +1.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 20.7K | 19.8K | -931 |
| TOMPKINS FINANCIAL CORP | Reduced | 15.1K | 14.3K | -817 |
| Sarver Vrooman Wealth Advisors | Increased | 914 | 1.5K | +610 |
| Rosenberg Matthew Hamilton | Increased | 10.8K | 11.3K | +513 |
| Hickory Point Bank & Trust | Reduced | 23.5K | 23.1K | -380 |
| Stonebridge Financial Group, LLC | Increased | 7.4K | 7.7K | +322 |
| Boltwood Capital Management | Increased | 3.8K | 4.1K | +315 |
| BURKETT FINANCIAL SERVICES, LLC | Reduced | 16.6K | 16.3K | -308 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 5.1K | 4.9K | -232 |
| Marotta Asset Management | Increased | 5.0K | 5.1K | +149 |
| DOLIVER ADVISORS, LP | Reduced | 15.6K | 15.5K | -100 |
| First Citizens Financial Corp | Reduced | 13.9K | 13.9K | -24 |
| Planning Strategies Inc. | Increased | 809 | 830 | +21 |
| Roxbury Financial LLC | Increased | 2.7K | 2.7K | +12 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.