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Bank of America Corporation (NYSE: BAC) is a leading provider of consumer banking, credit cards, wealth management, and investment banking services to millions of clients worldwide. It is one of the largest financial institutions in the world, recently trading around $50 per share with a market cap near $371 billion.
Over the past year, shares have climbed 23% as investors gained confidence in its balance sheet strength and ability to benefit from higher interest rates.
BAC’s scale, brand, and technology investments have made it a core holding for index funds, pension plans, and active managers alike.
Warren Buffett’s Berkshire Hathaway remains one of the company’s biggest shareholders, but most of the stock is now spread across the world’s largest institutions.
Who Are Bank of America’s Top Shareholders?
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Bank of America’s shareholder base is led by the largest asset managers, with some trimming and others adding exposure last quarter.
- Vanguard Group: 635.9M shares (8.6%), ~$31.8B. Down 2.3M (-0.4%).
- Berkshire Hathaway: 605.3M shares (8.2%), ~$30.3B. Down 26.3M (-4.2%).
- BlackRock: 316.6M shares (4.3%), ~$15.9B. Down 15.1M (-4.6%).
- State Street: 291.7M shares (3.9%), ~$14.6B. Down 3.4M (-1.2%).
- Fidelity Management: 172.5M shares (2.3%), ~$8.6B. Up 3.3M (+1.9%).
- Geode Capital: 148.2M shares (2.0%), ~$7.4B. Up 404K (+0.3%).
- Capital World Investors: 130.1M shares (1.8%), ~$6.5B. Up 19.3M (+17.4%).
- JP Morgan Asset Mgmt: 116.8M shares (1.6%), ~$5.8B. Up 12.4M (+11.9%).
- Norges Bank: 107.6M shares (1.5%), ~$5.4B. Down 11.3M (-9.5%).
- T. Rowe Price: 93.2M shares (1.3%), ~$4.7B. Down 2.0M (-2.1%).
- Wellington Mgmt: 87.3M shares (1.2%), ~$4.4B. Down 2.6M (-2.9%).
Hedge fund highlights:
- Jane Street Group lifted its BAC stake by more than 5,000%, now holding 2.7M shares worth $129M.
- Paul Tudor Jones’ Tudor Investment boosted its position nearly 5,000%, to 436K shares valued at $21M.
- Richard Handler’s Jefferies Financial Group grew its stake by 541%, now owning 332K shares worth $16M.
- David Harding’s Winton Group expanded its holdings by 367%, now controlling 67K shares worth $3.2M.
Passive ownership from Vanguard, BlackRock, and State Street provides stability, but active managers are split. Berkshire and Norges pulled back, while Capital World and JP Morgan leaned in with big buys. Hedge funds like Jane Street, Tudor, Handler, and Harding also piled in, adding another layer of support.
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Bank of America’s Recent Insider Trades
Insider trading at Bank of America has been limited, with most transactions appearing small. These moves may be linked to compensation or portfolio adjustments rather than strong buy or sell signals.
Here are some recent insider sales:
- Brian Moynihan (CEO): Small offsetting buys and sells near $44–47.
- Eric Schimpf (Officer): Sold ~521 shares after receiving ~1.2K.
- Lindsay Hans (Officer): Sold ~467 shares after receiving ~974.
- Hari Gopalkrishnan (Officer): Sold ~1.3K shares after receiving ~2.7K.
- Bruce Thompson (Officer): Sold ~15K shares.
- James Demare (Officer): Indirect sale of ~148K shares near $46.
- Thong Nguyen (Officer): Transactions totaling ~248K, which netted out close to zero.
These trades look small and balanced, with no clear signs of big buying pressure from insiders. It does not look like leadership is signaling the stock as undervalued, but there is also no evidence of heavy selling.
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What the Ownership & Insider Trade Data Tell Us
Taken together, Bank of America looks like a stock that institutions continue to hold as a long-term core position. Passive giants anchor the base, but the split between big sellers like Berkshire and big buyers like Capital World shows differing opinions on the bank’s near-term upside.
Insiders, meanwhile, appear neutral. Their trades have been limited in size and mixed in direction, which makes it hard to read strong conviction.
For investors, BAC offers stability. The stock is already up 23% this year, pays a 2.2% dividend, and analysts expect earnings to grow about 15% over the next two years. It may not be a clear bargain, but it remains a dependable compounder for long-term portfolios.
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