Filing Research | BAC - BANK OF AMER CORP Institutional Holdings

Snapshot holdings

50 / 1,195 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	13.3MSH	$757.0M
2	Robeco Institutional Asset Management B.V.	Shares	7.2MSH	$410.1M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	5.7MSH	$327.5M
4	Alecta Tjanstepension Omsesidigt	Shares	4.0MSH	$228.0M
5	ABN AMRO INVESTMENT SOLUTIONS	Shares	3.4MSH	$196.4M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.9MSH	$131.1M
7	OFI INVEST ASSET MANAGEMENT	Shares	2.6MSH	$128.8M
8	DAILY JOURNAL CORP	Shares	2.0MSH	$114.0M
9	Czech National Bank	Shares	1.9MSH	$105.9M
10	Quilter Plc	Shares	1.7MSH	$99.4M
11	IFM Investors Pty Ltd	Shares	1.5MSH	$87.6M
12	EASTERN BANK	Shares	1.5MSH	$86.8M
13	PensionDanmark Pensionsforsikringsaktieselskab	Shares	1.5MSH	$86.4M
14	SALZHAUER MICHAEL	Shares	1.5MSH	$85.2M
15	Mirae Asset Global Investments Co., Ltd.	Shares	1.5MSH	$84.8M
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	1.5MSH	$83.5M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	1.5MSH	$83.5M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.4MSH	$82.2M
19	Vest Financial, LLC	Shares	1.3MSH	$76.3M
20	Spectrum Financial Alliance Ltd LLC	Shares	1.3MSH	$74.1M
21	Douglas Lane & Associates, LLC	Shares	1.2MSH	$68.5M
22	SALEM INVESTMENT COUNSELORS INC	Shares	1.1MSH	$64.0M
23	Crossmark Global Holdings, Inc.	Shares	1.1MSH	$63.5M
24	SAPIENT CAPITAL LLC	Shares	1.1MSH	$63.5M
25	Sequoia Financial Advisors, LLC	Shares	1.1MSH	$60.7M
26	Police & Firemen's Retirement System of New Jersey	Shares	992.6KSH	$56.6M
27	QRG CAPITAL MANAGEMENT, INC.	Shares	970.3KSH	$55.3M
28	Covea Finance	Shares	969.9KSH	$55.3M
29	Mediolanum International Funds Ltd	Shares	939.7KSH	$54.4M
30	ADAMS DIVERSIFIED EQUITY FUND, INC.	Shares	932.8KSH	$53.1M
31	ASR Vermogensbeheer N.V.	Shares	825.3KSH	$47.0M
32	Rathbones Group PLC	Shares	819.7KSH	$46.7M
33	Mesirow Financial Investment Management, Inc.	Shares	814.0KSH	$46.4M
34	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	738.2KSH	$42.1M
35	Annex Advisory Services, LLC	Shares	736.4KSH	$42.0M
36	NorthCrest Asset Manangement, LLC	Shares	701.1KSH	$41.5M
37	Gradient Investments LLC	Shares	707.8KSH	$40.3M
38	BANQUE PICTET & CIE SA	Shares	704.4KSH	$40.1M
39	MassMutual Private Wealth & Trust, FSB	Shares	620.0KSH	$35.3M
40	Avanza Fonder AB	Shares	554.0KSH	$31.6M
41	FACTORY MUTUAL INSURANCE CO	Shares	532.9KSH	$30.4M
42	Synergy Asset Management, LLC	Shares	511.7KSH	$29.2M
43	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	488.3KSH	$27.8M
44	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	481.8KSH	$27.5M
45	D.A. DAVIDSON & CO.	Shares	470.9KSH	$26.8M
46	FORBES J M & CO LLP	Shares	464.3KSH	$26.5M
47	Matthew Goff Investment Advisor, LLC	Shares	462.0KSH	$26.3M
48	Capricorn Fund Managers Ltd	Shares	457.5KSH	$26.1M
49	Bank Pictet & Cie (Europe) AG	Shares	445.9KSH	$25.4M
50	FARMERS & MERCHANTS INVESTMENTS INC	Shares	414.4KSH	$23.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 1,221 loaded

#		Instrument
1	Swedbank AB added	Shares	+800.1K	+$148.3M	$757.0M
2	Robeco Institutional Asset Management B.V. added	Shares	+1.5M	+$130.0M	$410.1M
3	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+1.8M	+$117.7M	$196.4M
4	OFI INVEST ASSET MANAGEMENT added	Shares	+1.3M	+$76.5M	$128.8M
5	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed	Shares	-42.0K	+$45.3M	$327.5M
6	Alecta Tjanstepension Omsesidigt unchanged	Shares	0	+$32.9M	$228.0M
7	Vest Financial, LLC added	Shares	+376.8K	+$29.4M	$76.3M
8	SALZHAUER MICHAEL trimmed	Shares	-615.3K	+$28.4M	$85.2M
9	Synergy Asset Management, LLC added	Shares	+485.1K	+$27.9M	$29.2M
10	Mediolanum International Funds Ltd added	Shares	+236.5K	+$21.2M	$54.4M
11	Quilter Plc added	Shares	+119.5K	+$20.2M	$99.4M
12	Mirae Asset Global Investments Co., Ltd. added	Shares	+161.8K	+$20.1M	$84.8M
13	IFM Investors Pty Ltd added	Shares	+137.2K	+$19.3M	$87.6M
14	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+113.9K	+$18.0M	$86.4M
15	Czech National Bank added	Shares	+51.2K	+$17.8M	$105.9M
16	DAILY JOURNAL CORP unchanged	Shares	0	+$16.5M	$114.0M
17	EASTERN BANK added	Shares	+58.6K	+$15.4M	$86.8M
18	Spectrum Financial Alliance Ltd LLC added	Shares	+93.9K	+$15.3M	$74.1M
19	Foster Victor Wealth Advisors, LLC added	Shares	+241.6K	+$14.7M	$15.4M
20	Crossmark Global Holdings, Inc. added	Shares	+81.8K	+$13.2M	$63.5M
21	Sequoia Financial Advisors, LLC added	Shares	+78.3K	+$12.6M	$60.7M
22	QRG CAPITAL MANAGEMENT, INC. added	Shares	+83.4K	+$12.1M	$55.3M
23	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-3.7K	+$11.9M	$83.5M
24	CAISSE DES DEPOTS ET CONSIGNATIONS added	Shares	+192.5K	+$11.6M	$15.4M
25	ASR Vermogensbeheer N.V. added	Shares	+80.4K	+$10.7M	$47.0M
26	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-9.4K	+$8.8M	$64.0M
27	BENJAMIN EDWARDS INC added	Shares	+107.9K	+$8.5M	$22.7M
28	Covea Finance trimmed	Shares	-5.2K	+$7.7M	$55.3M
29	ADAMS DIVERSIFIED EQUITY FUND, INC. unchanged	Shares	0	+$7.7M	$53.1M
30	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC new	Shares	+130.9K	+$7.5M	$7.5M
31	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-16.7K	+$7.4M	$56.6M
32	EASTERLY INVESTMENT PARTNERS LLC added	Shares	+83.9K	+$7.2M	$21.2M
33	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-103.6K	+$6.8M	$82.2M
34	NorthCrest Asset Manangement, LLC trimmed	Shares	-4.3K	+$6.7M	$41.5M
35	Gradient Investments LLC added	Shares	+11.9K	+$6.4M	$40.3M
36	Mesirow Financial Investment Management, Inc. trimmed	Shares	-8.1K	+$6.3M	$46.4M
37	Brookstone Capital Management added	Shares	+79.0K	+$6.0M	$14.9M
38	Avanza Fonder AB added	Shares	+29.3K	+$6.0M	$31.6M
39	Annex Advisory Services, LLC trimmed	Shares	-2.5K	+$5.9M	$42.0M
40	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+40.5K	+$5.2M	$22.7M
41	Douglas Lane & Associates, LLC trimmed	Shares	-104.8K	+$4.8M	$68.5M
42	MISSION WEALTH MANAGEMENT, LP added	Shares	+65.7K	+$4.7M	$10.6M
43	SALZHAUER MICHAEL new	CALL	+476.0K	+$4.5M	$4.5M
44	FACTORY MUTUAL INSURANCE CO trimmed	Shares	-2.1K	+$4.3M	$30.4M
45	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+2.1K	+$4.1M	$27.8M
46	VIKING FUND MANAGEMENT LLC added	Shares	+40.0K	+$4.1M	$14.8M
47	D.A. DAVIDSON & CO. added	Shares	+3.0K	+$4.0M	$26.8M
48	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-27.0K	+$3.8M	$35.3M
49	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+7.0K	+$3.8M	$23.6M
50	FORBES J M & CO LLP trimmed	Shares	-2.6K	+$3.7M	$26.5M

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