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, Q3 2022
Institutional positions in Beacon Financial Corp as of Sep 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
- 191
- +17 vs. Q2 2022
- Shares held
- 36.8M
- −73.8K (−0.2%) vs. Q2 2022
- Total value
- $1.01B
- +$91.4M (+10.0%) vs. Q2 2022
- New holders
- 27
- 52 more added
- Sold out
- 10
- 77 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,731,748 | $183.8M | 0.01% | −229,007−3.3% | Reduced |
| Vanguard Group Inc | 5,234,299 | $142.9M | 0.00% | +28,496+0.5% | Added |
| Dimensional Fund Advisors LP | 3,077,768 | $84.0M | 0.03% | +98,412+3.3% | Added |
| State Street Corp | 2,101,315 | $57.4M | 0.00% | −207,884−9.0% | Reduced |
| Alliancebernstein L.P. | 1,639,923 | $44.8M | 0.02% | −24,857−1.5% | Reduced |
| William Blair Investment Management, LLC | 1,339,278 | $36.6M | 0.14% | −29,709−2.2% | Reduced |
| Invesco Ltd. | 1,338,138 | $36.5M | 0.01% | +163,883+14.0% | Added |
| Clark Capital Management Group, Inc. | 1,011,704 | $27.6M | 0.36% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 807,697 | $22.1M | 0.01% | +33,208+4.3% | Added |
| Systematic Financial Management LP | 798,511 | $21.8M | 0.80% | +10,160+1.3% | Added |
| Geode Capital Management, LLC | 790,740 | $21.6M | 0.00% | −18,014−2.2% | Reduced |
| Wellington Management Group LLP | 786,646 | $21.5M | 0.00% | +542,137+221.7% | Added |
| Driehaus Capital Management LLC | 746,241 | $20.4M | 0.31% | +22,712+3.1% | Added |
| Thrivent Financial for Lutherans | 582,106 | $15.9M | 0.04% | +47,089+8.8% | Added |
| Bank of New York Mellon Corp | 562,191 | $15.3M | 0.00% | −5,280−0.9% | Reduced |
| Morgan Stanley | 545,765 | $14.9M | 0.00% | −20,394−3.6% | Reduced |
| Northern Trust Corp | 538,302 | $14.7M | 0.00% | −22,012−3.9% | Reduced |
| Nuveen Asset Management, LLC | 491,682 | $13.4M | 0.01% | +77,627+18.7% | Added |
| Norges Bank | 444,857 | $12.1M | 0.00% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 436,377 | $11.9M | 0.40% | −37,348−7.9% | Reduced |
| Ameriprise Financial Inc | 416,664 | $11.4M | 0.00% | +9,233+2.3% | Added |
| HoldCo Asset Management, L.P. | 398,923 | $10.9M | 3.35% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 333,564 | $9.11M | 0.00% | −1,534−0.5% | Reduced |
| Principal Financial Group Inc | 282,158 | $7.70M | 0.01% | −10,099−3.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 246,330 | $6.72M | 0.03% | −115,140−31.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 230,035 | $6.28M | 0.05% | +47,538+26.0% | Added |
| Bridgeway Capital Management, LLC | 229,611 | $6.27M | 0.17% | −300,800−56.7% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $5.92M | 3.94% | +3,106+1.5% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 195,443 | $5.34M | 2.44% | +8,000+4.3% | Added |
| Grace & White Inc | 165,432 | $4.52M | 0.97% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 147,794 | $4.04M | 0.30% | 00.0% | Unchanged |
| Voya Investment Management LLC | 146,582 | $4.00M | 0.00% | +28,142+23.8% | Added |
| Commonwealth Equity Services, LLC | 143,104 | $3.91M | 0.01% | −867−0.6% | Reduced |
| Rhumbline Advisers | 138,608 | $3.78M | 0.01% | +1,009+0.7% | Added |
| Legal & General Group Plc | 130,513 | $3.56M | 0.00% | −4,349−3.2% | Reduced |
| Renaissance Technologies LLC | 125,800 | $3.43M | 0.00% | +25,400+25.3% | Added |
| Swiss National Bank | 106,600 | $2.91M | 0.00% | −2,300−2.1% | Reduced |
| Millennium Management LLC | 106,357 | $2.90M | 0.00% | +56,290+112.4% | Added |
| First Trust Advisors LP | 103,300 | $2.82M | 0.00% | +2,075+2.0% | Added |
| SEI Investments Co | 96,186 | $2.63M | 0.01% | −3,896−3.9% | Reduced |
| American Century Companies Inc | 87,841 | $2.40M | 0.00% | +76,390+667.1% | Added |
| Public Sector Pension Investment Board | 83,930 | $2.29M | 0.02% | −3,672−4.2% | Reduced |
| Prudential Financial Inc | 81,786 | $2.23M | 0.00% | −20,210−19.8% | Reduced |
| Citadel Advisors LLC | 75,163 | $2.05M | 0.00% | +75,163 | New |
| D. E. Shaw & Co., Inc. | 73,441 | $2.00M | 0.00% | +4,486+6.5% | Added |
| JPMorgan Chase & Co | 69,515 | $1.90M | 0.00% | −47,171−40.4% | Reduced |
| HSBC Holdings PLC | 66,386 | $1.84M | 0.00% | −33,320−33.4% | Reduced |
| UBS Asset Management Americas Inc | 66,726 | $1.82M | 0.00% | −2,020−2.9% | Reduced |
| Two Sigma Investments, LP | 62,360 | $1.70M | 0.01% | +17,321+38.5% | Added |
| Brandywine Global Investment Management, LLC | 58,484 | $1.60M | 0.01% | −2,813−4.6% | Reduced |
| Great West Life Assurance Co | 56,848 | $1.55M | 0.00% | +11,170+24.5% | Added |
| California State Teachers Retirement System | 56,080 | $1.53M | 0.00% | −3,025−5.1% | Reduced |
| AQR Capital Management LLC | 56,051 | $1.53M | 0.00% | +21,774+63.5% | Added |
| Bank of America Corp | 55,236 | $1.51M | 0.00% | −24,847−31.0% | Reduced |
| Ziegler Capital Management, LLC | 54,451 | $1.49M | 0.07% | +9,669+21.6% | Added |
| Prelude Capital Management, LLC | 50,975 | $1.39M | 0.07% | +2,403+4.9% | Added |
| LPL Financial LLC | 50,109 | $1.37M | 0.00% | +40,970+448.3% | Added |
| Two Sigma Advisers, LP | 45,400 | $1.24M | 0.00% | −11,700−20.5% | Reduced |
| Credit Suisse AG | 45,320 | $1.24M | 0.00% | +7,482+19.8% | Added |
| Voloridge Investment Management, LLC | 43,447 | $1.19M | 0.01% | +3,867+9.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,718 | $1.14M | 0.01% | −1,422−3.3% | Reduced |
| Deutsche Bank AG | 40,295 | $1.10M | 0.00% | −7,219−15.2% | Reduced |
| Jennison Associates LLC | 35,471 | $968.0K | 0.00% | −32,109−47.5% | Reduced |
| Yousif Capital Management, LLC | 35,214 | $961.0K | 0.01% | −1,541−4.2% | Reduced |
| GWM Advisors LLC | 34,819 | $951.0K | 0.02% | +24+0.1% | Added |
| Comerica Bank | 33,116 | $949.0K | 0.01% | −5,105−13.4% | Reduced |
| Gamco Investors, Inc. Et Al | 33,300 | $909.0K | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 32,934 | $899.0K | 0.01% | −1,428−4.2% | Reduced |
| Select Asset Management & Trust | 32,245 | $880.0K | 1.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 32,234 | $880.0K | 0.00% | +45+0.1% | Added |
| Cubist Systematic Strategies, LLC | 31,846 | $869.0K | 0.01% | +11,313+55.1% | Added |
| State of Alaska, Department of Revenue | 31,701 | $865.0K | 0.01% | −4,078−11.4% | Reduced |
| Price T Rowe Associates Inc | 30,558 | $835.0K | 0.00% | +2,655+9.5% | Added |
| Public Employees Retirement System of Ohio | 30,528 | $833.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 27,639 | $754.0K | 0.01% | −20,623−42.7% | Reduced |
| Citigroup Inc | 26,992 | $737.0K | 0.00% | −3,136−10.4% | Reduced |
| State Board of Administration of Florida Retirement System | 26,679 | $728.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,125 | $686.0K | 0.00% | −663−2.6% | Reduced |
| UBS Group AG | 24,559 | $670.0K | 0.00% | +12,955+111.6% | Added |
| American International Group, Inc. | 24,254 | $662.0K | 0.00% | −839−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 23,000 | $627.9K | 0.00% | +3,058+15.3% | Added |
| MetLife Investment Management | 22,916 | $625.6K | 0.01% | −2,248−8.9% | Reduced |
| Boston Partners | 21,334 | $624.0K | 0.00% | +21,334 | New |
| Ensign Peak Advisors, Inc | 22,590 | $617.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 22,429 | $611.0K | 0.00% | −1,425−6.0% | Reduced |
| Louisiana State Employees Retirement System | 21,900 | $598.0K | 0.02% | −1,000−4.4% | Reduced |
| Rutabaga Capital Management LLC | 21,692 | $592.0K | 0.52% | −2,100−8.8% | Reduced |
| Cambria Investment Management, L.P. | 21,632 | $591.0K | 0.06% | +9,802+82.9% | Added |
| Amalgamated Bank | 20,831 | $569.0K | 0.01% | −412−1.9% | Reduced |
| Teacher Retirement System of Texas | 20,842 | $569.0K | 0.00% | +20,842 | New |
| Victory Capital Management Inc | 20,671 | $564.0K | 0.00% | −9,707−32.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $562.0K | 0.00% | +5,950+40.6% | Added |
| First Republic Investment Management, Inc. | 19,914 | $544.0K | 0.00% | −1,646−7.6% | Reduced |
| Franklin Resources Inc | 19,476 | $532.0K | 0.00% | +255+1.3% | Added |
| State of Tennessee, Treasury Department | 19,110 | $522.0K | 0.00% | +875+4.8% | Added |
| Maryland State Retirement & Pension System | 18,724 | $511.0K | 0.04% | −452−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 18,567 | $506.9K | 0.00% | −299−1.6% | Reduced |
| BHZ Capital Management, LP | 18,285 | $499.0K | 0.25% | −119,063−86.7% | Reduced |
| Etfidea, LLC | 18,178 | $496.3K | 0.26% | 00.0% | Unchanged |
| Barclays PLC | 18,140 | $495.0K | 0.00% | −7,539−29.4% | Reduced |