Beacon Financial Corp
BBT- Exchange
- NYSE
- Industry
- Savings Institutions, Not Federally Chartered
- SEC CIK
- 0001108134
No open-market purchases or sales by Beacon Financial Corp insiders were filed in the last 90 days; 294 institutions reported holding it in 13F filings for Q2 2026, worth $2.35B in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Beacon Financial Corp as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 175
- −4 vs. Q1 2022
- Shares held
- 36.9M
- −1.34M (−3.5%) vs. Q1 2022
- Total value
- $913.6M
- −$193.7M (−17.5%) vs. Q1 2022
- New holders
- 21
- 39 more added
- Sold out
- 25
- 82 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BBT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 294 | $2.35B |
| Q1 2026 | 293 | $2.33B |
| Q4 2025 | 283 | $2.02B |
| Q3 2025 | 278 | $1.74B |
| Q2 2025 | 231 | $1.12B |
| Q1 2025 | 230 | $1.13B |
| Q4 2024 | 215 | $1.14B |
| Q3 2024 | 188 | $971.0M |
| Q2 2024 | 178 | $824.3M |
| Q1 2024 | 178 | $822.7M |
| Q4 2023 | 173 | $899.4M |
| Q3 2023 | 172 | $726.2M |
| Q2 2023 | 172 | $758.7M |
| Q1 2023 | 182 | $936.8M |
| Q4 2022 | 179 | $1.10B |
| Q3 2022 | 191 | $1.01B |
| Q2 2022 | 175 | $913.6M |
| Q1 2022 | 183 | $1.12B |
| Q4 2021 | 178 | $1.12B |
| Q3 2021 | 169 | $1.04B |
| Q2 2021 | 165 | $1.11B |
| Q1 2021 | 160 | $885.0M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,960,755 | $172.4M | 0.01% | −175,459−2.5% | Reduced |
| Vanguard Group Inc | 5,205,803 | $128.9M | 0.00% | −47,980−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,979,356 | $73.8M | 0.03% | +159,045+5.6% | Added |
| State Street Corp | 2,309,199 | $57.2M | 0.00% | −43,790−1.9% | Reduced |
| Alliancebernstein L.P. | 1,664,780 | $41.2M | 0.02% | −13,287−0.8% | Reduced |
| William Blair Investment Management, LLC | 1,368,987 | $33.9M | 0.13% | −35,539−2.5% | Reduced |
| Invesco Ltd. | 1,174,255 | $29.1M | 0.01% | −3,330−0.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,011,704 | $25.1M | 0.33% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 808,754 | $20.0M | 0.00% | −37,323−4.4% | Reduced |
| Systematic Financial Management LP | 788,351 | $19.5M | 0.68% | +3,829+0.5% | Added |
| Goldman Sachs Group Inc | 774,489 | $19.2M | 0.01% | −216,871−21.9% | Reduced |
| Driehaus Capital Management LLC | 723,529 | $17.9M | 0.29% | +13,701+1.9% | Added |
| Bank of New York Mellon Corp | 567,471 | $14.1M | 0.00% | −34,896−5.8% | Reduced |
| Morgan Stanley | 566,159 | $14.0M | 0.00% | +368,652+186.7% | Added |
| Northern Trust Corp | 560,314 | $13.9M | 0.00% | −24,375−4.2% | Reduced |
| Thrivent Financial for Lutherans | 535,017 | $13.3M | 0.04% | +495,398+1,250.4% | Added |
| Bridgeway Capital Management, LLC | 530,411 | $13.1M | 0.30% | +48,600+10.1% | Added |
| Aristotle Capital Boston, LLC | 473,725 | $11.7M | 0.35% | −452,152−48.8% | Reduced |
| Norges Bank | 444,857 | $11.0M | 0.00% | −34,146−7.1% | Reduced |
| Nuveen Asset Management, LLC | 414,055 | $10.3M | 0.00% | −15,311−3.6% | Reduced |
| Ameriprise Financial Inc | 407,431 | $10.1M | 0.00% | −8,611−2.1% | Reduced |
| HoldCo Asset Management, L.P. | 398,923 | $9.88M | 5.39% | −1,274,279−76.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 361,470 | $8.95M | 0.04% | +14,150+4.1% | Added |
| Charles Schwab Investment Management Inc | 335,098 | $8.30M | 0.00% | −19,233−5.4% | Reduced |
| Principal Financial Group Inc | 292,257 | $7.24M | 0.01% | −29,238−9.1% | Reduced |
| Wellington Management Group LLP | 244,509 | $6.06M | 0.00% | −4,859−1.9% | Reduced |
| Verition Fund Management LLC | 226,480 | $5.61M | 0.12% | +226,480 | New |
| Strategic Value Bank Partners LLC | 213,674 | $5.29M | 4.09% | +97,763+84.3% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 187,443 | $4.64M | 2.00% | −24,000−11.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 182,497 | $4.52M | 0.03% | −8,645−4.5% | Reduced |
| Grace & White Inc | 165,432 | $4.10M | 0.85% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 147,794 | $3.66M | 0.23% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 143,971 | $3.57M | 0.01% | +3,271+2.3% | Added |
| Rhumbline Advisers | 137,599 | $3.41M | 0.00% | +1,753+1.3% | Added |
| BHZ Capital Management, LP | 137,348 | $3.40M | 1.66% | −83,052−37.7% | Reduced |
| Legal & General Group Plc | 134,862 | $3.34M | 0.00% | −9,070−6.3% | Reduced |
| Voya Investment Management LLC | 118,440 | $2.93M | 0.01% | +57,918+95.7% | Added |
| JPMorgan Chase & Co | 116,686 | $2.89M | 0.00% | +22,272+23.6% | Added |
| Swiss National Bank | 108,900 | $2.70M | 0.00% | −6,100−5.3% | Reduced |
| Prudential Financial Inc | 101,996 | $2.53M | 0.00% | −5,875−5.4% | Reduced |
| First Trust Advisors LP | 101,225 | $2.51M | 0.00% | +101,225 | New |
| Renaissance Technologies LLC | 100,400 | $2.49M | 0.00% | +76,400+318.3% | Added |
| HSBC Holdings PLC | 99,706 | $2.48M | 0.00% | +40,502+68.4% | Added |
| SEI Investments Co | 100,082 | $2.48M | 0.01% | −72,398−42.0% | Reduced |
| Public Sector Pension Investment Board | 87,602 | $2.17M | 0.02% | −3,234−3.6% | Reduced |
| Bank of America Corp | 80,083 | $1.98M | 0.00% | −18,679−18.9% | Reduced |
| D. E. Shaw & Co., Inc. | 68,955 | $1.71M | 0.00% | −6,968−9.2% | Reduced |
| UBS Asset Management Americas Inc | 68,746 | $1.70M | 0.00% | −5,629−7.6% | Reduced |
| Jennison Associates LLC | 67,580 | $1.67M | 0.00% | +35,407+110.1% | Added |
| Brandywine Global Investment Management, LLC | 61,297 | $1.52M | 0.01% | −3,178−4.9% | Reduced |
| California State Teachers Retirement System | 59,105 | $1.46M | 0.00% | −3,461−5.5% | Reduced |
| Two Sigma Advisers, LP | 57,100 | $1.41M | 0.00% | +30,300+113.1% | Added |
| Millennium Management LLC | 50,067 | $1.24M | 0.00% | +12,318+32.6% | Added |
| Prelude Capital Management, LLC | 48,572 | $1.20M | 0.06% | +48,572 | New |
| HRT Financial LP | 48,262 | $1.20M | 0.01% | +13,558+39.1% | Added |
| Deutsche Bank AG | 47,514 | $1.18M | 0.00% | −50,020−51.3% | Reduced |
| Great West Life Assurance Co | 45,678 | $1.13M | 0.00% | +3,841+9.2% | Added |
| Two Sigma Investments, LP | 45,039 | $1.12M | 0.00% | +45,039 | New |
| Ziegler Capital Management, LLC | 44,782 | $1.11M | 0.05% | +44,782 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 43,140 | $1.07M | 0.01% | +1,184+2.8% | Added |
| Comerica Bank | 38,221 | $981.0K | 0.01% | −4,104−9.7% | Reduced |
| Voloridge Investment Management, LLC | 39,580 | $980.0K | 0.01% | +39,580 | New |
| Credit Suisse AG | 37,838 | $937.0K | 0.00% | −2,648−6.5% | Reduced |
| Yousif Capital Management, LLC | 36,755 | $910.0K | 0.01% | −8,119−18.1% | Reduced |
| State of Alaska, Department of Revenue | 35,779 | $886.0K | 0.01% | +1,930+5.7% | Added |
| GWM Advisors LLC | 34,795 | $862.0K | 0.01% | +37+0.1% | Added |
| Texas Permanent School Fund | 34,362 | $851.0K | 0.01% | −141−0.4% | Reduced |
| AQR Capital Management LLC | 34,277 | $849.0K | 0.00% | +12,568+57.9% | Added |
| Gamco Investors, Inc. Et Al | 33,300 | $825.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 32,245 | $799.0K | 0.86% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,189 | $797.0K | 0.00% | −4,500−12.3% | Reduced |
| Jane Street Group, LLC | 31,719 | $786.0K | 0.00% | +24,516+340.4% | Added |
| SummerHaven Investment Management, LLC | 31,683 | $785.0K | 0.53% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 30,528 | $756.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 30,378 | $752.0K | 0.00% | −4,166−12.1% | Reduced |
| Citigroup Inc | 30,128 | $746.0K | 0.00% | −17,449−36.7% | Reduced |
| PDT Partners, LLC | 28,310 | $701.0K | 0.06% | +28,310 | New |
| Price T Rowe Associates Inc | 27,903 | $691.0K | 0.00% | −8,257−22.8% | Reduced |
| State Board of Administration of Florida Retirement System | 26,679 | $661.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,788 | $639.0K | 0.00% | +2,025+8.5% | Added |
| Barclays PLC | 25,679 | $636.0K | 0.00% | −62,765−71.0% | Reduced |
| MetLife Investment Management | 25,164 | $623.3K | 0.00% | −1,384−5.2% | Reduced |
| American International Group, Inc. | 25,093 | $622.0K | 0.00% | −2,911−10.4% | Reduced |
| Royal Bank of Canada | 23,854 | $591.0K | 0.00% | +1,845+8.4% | Added |
| Rutabaga Capital Management LLC | 23,792 | $589.0K | 0.47% | +23,792 | New |
| Louisiana State Employees Retirement System | 22,900 | $588.0K | 0.02% | −800−3.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 23,165 | $574.0K | 0.15% | +23,165 | New |
| Ensign Peak Advisors, Inc | 22,590 | $560.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 21,560 | $534.0K | 0.00% | −186−0.9% | Reduced |
| Rafferty Asset Management, LLC | 21,433 | $531.0K | 0.00% | −7,931−27.0% | Reduced |
| Amalgamated Bank | 21,243 | $526.0K | 0.00% | −645−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 20,533 | $509.0K | 0.00% | −8,741−29.9% | Reduced |
| BNP Paribas Arbitrage, SA | 19,942 | $494.0K | 0.00% | −8,111−28.9% | Reduced |
| Franklin Resources Inc | 19,221 | $476.0K | 0.00% | −9,280−32.6% | Reduced |
| Maryland State Retirement & Pension System | 19,176 | $475.0K | 0.02% | −506−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,866 | $467.3K | 0.00% | −1,142−5.7% | Reduced |
| Los Angeles Capital Management LLC | 18,319 | $454.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,287 | $452.0K | 0.00% | −351−1.9% | Reduced |
| State of Tennessee, Treasury Department | 18,235 | $452.0K | 0.00% | 00.0% | Unchanged |
| Etfidea, LLC | 18,178 | $450.3K | 0.22% | −26,583−59.4% | Reduced |