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, Q4 2022
Institutional positions in Beacon Financial Corp as of Dec 31, 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
- 179
- −9 vs. Q3 2022
- Shares held
- 36.7M
- −87.9K (−0.2%) vs. Q3 2022
- Total value
- $1.10B
- +$92.8M (+9.2%) vs. Q3 2022
- New holders
- 17
- 46 more added
- Sold out
- 26
- 70 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,490,805 | $194.1M | 0.01% | −240,943−3.6% | Reduced |
| Vanguard Group Inc | 5,246,761 | $156.9M | 0.00% | +12,462+0.2% | Added |
| Dimensional Fund Advisors LP | 3,144,534 | $94.0M | 0.03% | +66,766+2.2% | Added |
| State Street Corp | 2,027,694 | $60.6M | 0.00% | −73,621−3.5% | Reduced |
| Alliancebernstein L.P. | 1,653,470 | $49.4M | 0.02% | +13,547+0.8% | Added |
| Invesco Ltd. | 1,187,887 | $35.5M | 0.01% | −150,251−11.2% | Reduced |
| Goldman Sachs Group Inc | 1,124,670 | $33.6M | 0.01% | +316,973+39.2% | Added |
| Wellington Management Group LLP | 1,117,467 | $33.4M | 0.01% | +330,821+42.1% | Added |
| William Blair Investment Management, LLC | 1,093,928 | $32.7M | 0.13% | −245,350−18.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,011,704 | $30.2M | 0.28% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 809,191 | $24.2M | 0.00% | +18,451+2.3% | Added |
| Systematic Financial Management LP | 782,585 | $23.4M | 0.77% | −15,926−2.0% | Reduced |
| Driehaus Capital Management LLC | 669,663 | $20.0M | 0.30% | −76,578−10.3% | Reduced |
| Boston Partners | 666,463 | $20.0M | 0.03% | +645,129+3,023.9% | Added |
| Thrivent Financial for Lutherans | 616,336 | $18.4M | 0.05% | +34,230+5.9% | Added |
| Morgan Stanley | 576,710 | $17.2M | 0.00% | +30,945+5.7% | Added |
| Northern Trust Corp | 542,701 | $16.2M | 0.00% | +4,399+0.8% | Added |
| Bank of New York Mellon Corp | 540,746 | $16.2M | 0.00% | −21,445−3.8% | Reduced |
| Nuveen Asset Management, LLC | 470,086 | $14.1M | 0.01% | −21,596−4.4% | Reduced |
| Aristotle Capital Boston, LLC | 424,871 | $12.7M | 0.40% | −11,506−2.6% | Reduced |
| HoldCo Asset Management, L.P. | 398,923 | $11.9M | 2.52% | 00.0% | Unchanged |
| Norges Bank | 394,957 | $11.8M | 0.00% | −49,900−11.2% | Reduced |
| Ameriprise Financial Inc | 351,651 | $10.5M | 0.00% | −65,013−15.6% | Reduced |
| Charles Schwab Investment Management Inc | 336,266 | $10.1M | 0.00% | +2,702+0.8% | Added |
| Principal Financial Group Inc | 274,981 | $8.22M | 0.01% | −7,177−2.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 230,751 | $6.90M | 0.05% | +716+0.3% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $6.48M | 3.91% | 00.0% | Unchanged |
| American Century Companies Inc | 211,981 | $6.34M | 0.01% | +124,140+141.3% | Added |
| LPL Financial LLC | 210,139 | $6.28M | 0.01% | +160,030+319.4% | Added |
| Grace & White Inc | 161,089 | $4.82M | 0.95% | −4,343−2.6% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 153,336 | $4.58M | 2.05% | −42,107−21.5% | Reduced |
| Basswood Capital Management, L.L.C. | 147,794 | $4.42M | 0.33% | 00.0% | Unchanged |
| Rhumbline Advisers | 143,247 | $4.28M | 0.01% | +4,639+3.3% | Added |
| Commonwealth Equity Services, LLC | 141,911 | $4.24M | 0.01% | −1,193−0.8% | Reduced |
| Voya Investment Management LLC | 141,727 | $4.24M | 0.00% | −4,855−3.3% | Reduced |
| Renaissance Technologies LLC | 141,300 | $4.22M | 0.01% | +15,500+12.3% | Added |
| Legal & General Group Plc | 129,081 | $3.86M | 0.00% | −1,432−1.1% | Reduced |
| Swiss National Bank | 104,700 | $3.13M | 0.00% | −1,900−1.8% | Reduced |
| HSBC Holdings PLC | 92,668 | $2.77M | 0.00% | +26,282+39.6% | Added |
| SEI Investments Co | 82,847 | $2.48M | 0.01% | −13,339−13.9% | Reduced |
| Public Sector Pension Investment Board | 81,914 | $2.45M | 0.02% | −2,016−2.4% | Reduced |
| Bank of America Corp | 70,847 | $2.12M | 0.00% | +15,611+28.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $1.97M | 0.01% | +66,000 | New |
| HRT Financial LP | 63,827 | $1.91M | 0.03% | +36,188+130.9% | Added |
| JPMorgan Chase & Co | 63,454 | $1.90M | 0.00% | −6,061−8.7% | Reduced |
| AQR Capital Management LLC | 62,710 | $1.88M | 0.00% | +6,659+11.9% | Added |
| Two Sigma Advisers, LP | 57,400 | $1.72M | 0.00% | +12,000+26.4% | Added |
| Brandywine Global Investment Management, LLC | 56,640 | $1.69M | 0.01% | −1,844−3.2% | Reduced |
| California State Teachers Retirement System | 55,087 | $1.65M | 0.00% | −993−1.8% | Reduced |
| Credit Suisse AG | 53,840 | $1.61M | 0.00% | +8,520+18.8% | Added |
| Great West Life Assurance Co | 52,323 | $1.57M | 0.00% | −4,525−8.0% | Reduced |
| Two Sigma Investments, LP | 48,939 | $1.46M | 0.00% | −13,421−21.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,187 | $1.44M | 0.01% | +6,469+15.5% | Added |
| Prudential Financial Inc | 45,231 | $1.35M | 0.00% | −36,555−44.7% | Reduced |
| First Trust Advisors LP | 44,752 | $1.34M | 0.00% | −58,548−56.7% | Reduced |
| Deutsche Bank AG | 42,269 | $1.26M | 0.00% | +1,974+4.9% | Added |
| Cambria Investment Management, L.P. | 35,152 | $1.05M | 0.09% | +13,520+62.5% | Added |
| GWM Advisors LLC | 34,819 | $1.04M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 33,300 | $995.7K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 32,760 | $979.5K | 0.00% | +5,768+21.4% | Added |
| Barclays PLC | 32,614 | $975.2K | 0.00% | +14,474+79.8% | Added |
| Prelude Capital Management, LLC | 32,520 | $972.3K | 0.06% | −18,455−36.2% | Reduced |
| Millennium Management LLC | 32,362 | $968.0K | 0.00% | −73,995−69.6% | Reduced |
| Select Asset Management & Trust | 32,245 | $964.0K | 1.16% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,920 | $954.4K | 0.00% | −314−1.0% | Reduced |
| Graham Capital Management, L.P. | 31,533 | $942.8K | 0.04% | +13,574+75.6% | Added |
| State of Alaska, Department of Revenue | 31,353 | $937.0K | 0.01% | −348−1.1% | Reduced |
| Citadel Advisors LLC | 30,762 | $919.8K | 0.00% | −44,401−59.1% | Reduced |
| Jennison Associates LLC | 30,384 | $908.5K | 0.00% | −5,087−14.3% | Reduced |
| Texas Permanent School Fund | 30,270 | $905.0K | 0.01% | −2,664−8.1% | Reduced |
| Royal Bank of Canada | 29,780 | $891.0K | 0.00% | +7,351+32.8% | Added |
| Victory Capital Management Inc | 29,410 | $879.4K | 0.00% | +8,739+42.3% | Added |
| Squarepoint Ops LLC | 29,005 | $867.3K | 0.01% | +11,967+70.2% | Added |
| Quantedge Capital Pte Ltd | 28,600 | $855.1K | 0.29% | +16,000+127.0% | Added |
| Price T Rowe Associates Inc | 27,146 | $812.0K | 0.00% | −3,412−11.2% | Reduced |
| Ergoteles LLC | 27,123 | $811.0K | 0.03% | +10,379+62.0% | Added |
| Yousif Capital Management, LLC | 26,729 | $799.2K | 0.01% | −8,485−24.1% | Reduced |
| Ensign Peak Advisors, Inc | 25,790 | $771.1K | 0.00% | +3,200+14.2% | Added |
| Comerica Bank | 24,781 | $749.0K | 0.01% | −8,335−25.2% | Reduced |
| Public Employees Retirement System of Ohio | 24,881 | $744.0K | 0.00% | −5,647−18.5% | Reduced |
| American International Group, Inc. | 23,712 | $709.0K | 0.00% | −542−2.2% | Reduced |
| UBS Group AG | 23,284 | $696.2K | 0.00% | −1,275−5.2% | Reduced |
| MetLife Investment Management | 22,916 | $685.2K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,400 | $640.0K | 0.02% | −500−2.3% | Reduced |
| Amalgamated Bank | 20,589 | $616.0K | 0.01% | −242−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $615.8K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,470 | $612.1K | 0.00% | −52,971−72.1% | Reduced |
| BNP Paribas Arbitrage, SA | 20,054 | $599.6K | 0.00% | −2,946−12.8% | Reduced |
| Franklin Resources Inc | 19,662 | $587.9K | 0.00% | +186+1.0% | Added |
| New York Life Investment Management LLC | 19,581 | $585.5K | 0.01% | +2,205+12.7% | Added |
| State Board of Administration of Florida Retirement System | 19,209 | $574.3K | 0.00% | −7,470−28.0% | Reduced |
| State of Tennessee, Treasury Department | 19,110 | $571.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 18,813 | $562.5K | 0.00% | −1,101−5.5% | Reduced |
| Stifel Financial Corp | 18,586 | $555.7K | 0.00% | −6,539−26.0% | Reduced |
| Maryland State Retirement & Pension System | 18,534 | $554.2K | 0.02% | −190−1.0% | Reduced |
| Etfidea, LLC | 18,178 | $543.5K | 0.25% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,933 | $536.2K | 0.00% | −634−3.4% | Reduced |
| Susquehanna International Group, LLP | 17,472 | $522.4K | 0.00% | +4,277+32.4% | Added |
| The PNC Financial Services Group, Inc. | 16,961 | $507.1K | 0.00% | −1,024−5.7% | Reduced |
| Ironwood Investment Management LLC | 16,805 | $502.5K | 0.33% | −419−2.4% | Reduced |