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, Q1 2023
Institutional positions in Beacon Financial Corp as of Mar 31, 2023. 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
- 182
- +4 vs. Q4 2022
- Shares held
- 37.4M
- +736.6K (+2.0%) vs. Q4 2022
- Total value
- $936.8M
- −$159.2M (−14.5%) vs. Q4 2022
- New holders
- 30
- 46 more added
- Sold out
- 26
- 65 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,616,955 | $165.8M | 0.00% | +126,150+1.9% | Added |
| Vanguard Group Inc | 5,154,872 | $129.2M | 0.00% | −91,889−1.8% | Reduced |
| Dimensional Fund Advisors LP | 2,921,064 | $73.2M | 0.02% | −223,470−7.1% | Reduced |
| State Street Corp | 2,141,842 | $53.7M | 0.00% | +114,148+5.6% | Added |
| Clark Capital Management Group, Inc. | 1,925,555 | $48.3M | 0.54% | +913,851+90.3% | Added |
| Alliancebernstein L.P. | 1,557,734 | $39.0M | 0.02% | −95,736−5.8% | Reduced |
| Wellington Management Group LLP | 1,162,475 | $29.1M | 0.01% | +45,008+4.0% | Added |
| Invesco Ltd. | 1,159,207 | $29.0M | 0.01% | −28,680−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 842,241 | $21.1M | 0.12% | +842,241 | New |
| Geode Capital Management, LLC | 833,694 | $20.9M | 0.00% | +24,503+3.0% | Added |
| Systematic Financial Management LP | 782,520 | $19.6M | 0.64% | −650.0% | Reduced |
| Goldman Sachs Group Inc | 776,450 | $19.5M | 0.01% | −348,220−31.0% | Reduced |
| Boston Partners | 688,752 | $16.7M | 0.02% | +22,289+3.3% | Added |
| Morgan Stanley | 571,564 | $14.3M | 0.00% | −5,146−0.9% | Reduced |
| Bank of New York Mellon Corp | 523,746 | $13.1M | 0.00% | −17,000−3.1% | Reduced |
| Northern Trust Corp | 522,071 | $13.1M | 0.00% | −20,630−3.8% | Reduced |
| Driehaus Capital Management LLC | 510,004 | $12.8M | 0.18% | −159,659−23.8% | Reduced |
| Thrivent Financial for Lutherans | 500,618 | $12.5M | 0.03% | −115,718−18.8% | Reduced |
| Nuveen Asset Management, LLC | 494,483 | $12.4M | 0.00% | +24,397+5.2% | Added |
| Aristotle Capital Boston, LLC | 424,075 | $10.6M | 0.33% | −796−0.2% | Reduced |
| HoldCo Asset Management, L.P. | 401,695 | $10.1M | 5.54% | +2,772+0.7% | Added |
| Norges Bank | 383,185 | $9.60M | 0.00% | −11,772−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 327,755 | $8.21M | 0.00% | −8,511−2.5% | Reduced |
| American Century Companies Inc | 304,060 | $7.61M | 0.01% | +92,079+43.4% | Added |
| Bank of America Corp | 286,657 | $7.18M | 0.00% | +215,810+304.6% | Added |
| Principal Financial Group Inc | 268,071 | $6.72M | 0.00% | −6,910−2.5% | Reduced |
| Ameriprise Financial Inc | 260,336 | $6.52M | 0.00% | −91,315−26.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 221,565 | $5.55M | 0.03% | −9,186−4.0% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $5.43M | 3.18% | 00.0% | Unchanged |
| Millennium Management LLC | 213,394 | $5.35M | 0.01% | +181,032+559.4% | Added |
| LPL Financial LLC | 208,575 | $5.23M | 0.00% | −1,564−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 174,173 | $4.36M | 0.01% | +153,703+750.9% | Added |
| Voya Investment Management LLC | 168,460 | $4.22M | 0.00% | +26,733+18.9% | Added |
| Renaissance Technologies LLC | 161,300 | $4.04M | 0.01% | +20,000+14.2% | Added |
| Grace & White Inc | 160,749 | $4.03M | 0.77% | −340−0.2% | Reduced |
| Basswood Capital Management, L.L.C. | 147,794 | $3.70M | 0.26% | 00.0% | Unchanged |
| Rhumbline Advisers | 147,720 | $3.70M | 0.00% | +4,473+3.1% | Added |
| Legal & General Group Plc | 126,386 | $3.17M | 0.00% | −2,695−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 121,771 | $3.05M | 0.01% | −20,140−14.2% | Reduced |
| JPMorgan Chase & Co | 109,745 | $2.75M | 0.00% | +46,291+73.0% | Added |
| HSBC Holdings PLC | 98,658 | $2.47M | 0.00% | +5,990+6.5% | Added |
| SEI Investments Co | 97,017 | $2.43M | 0.00% | +14,170+17.1% | Added |
| Cubist Systematic Strategies, LLC | 93,937 | $2.35M | 0.02% | +82,682+734.6% | Added |
| Swiss National Bank | 92,400 | $2.32M | 0.00% | −12,300−11.7% | Reduced |
| Public Sector Pension Investment Board | 78,021 | $1.96M | 0.01% | −3,893−4.8% | Reduced |
| South Dakota Investment Council | 74,294 | $1.86M | 0.04% | +74,294 | New |
| UBS Asset Management Americas Inc | 67,267 | $1.69M | 0.00% | +67,267 | New |
| Two Sigma Advisers, LP | 62,900 | $1.58M | 0.00% | +5,500+9.6% | Added |
| Graham Capital Management, L.P. | 61,810 | $1.55M | 0.05% | +30,277+96.0% | Added |
| AQR Capital Management LLC | 59,551 | $1.49M | 0.00% | −3,159−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 56,582 | $1.42M | 0.01% | −58−0.1% | Reduced |
| Credit Suisse AG | 55,018 | $1.38M | 0.00% | +1,178+2.2% | Added |
| Citadel Advisors LLC | 54,780 | $1.37M | 0.00% | +24,018+78.1% | Added |
| California State Teachers Retirement System | 53,483 | $1.34M | 0.00% | −1,604−2.9% | Reduced |
| Great West Life Assurance Co | 51,367 | $1.29M | 0.00% | −956−1.8% | Reduced |
| Deutsche Bank AG | 49,860 | $1.25M | 0.00% | +7,591+18.0% | Added |
| Barclays PLC | 48,099 | $1.21M | 0.00% | +15,485+47.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,971 | $1.18M | 0.01% | −1,216−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 45,500 | $1.14M | 0.01% | +45,500 | New |
| Prudential Financial Inc | 43,266 | $1.08M | 0.00% | −1,965−4.3% | Reduced |
| Voloridge Investment Management, LLC | 41,216 | $1.03M | 0.01% | +41,216 | New |
| Alpha DNA Investment Management LLC | 40,646 | $1.02M | 0.52% | +40,646 | New |
| Texas Permanent School Fund | 39,783 | $997.0K | 0.01% | +9,513+31.4% | Added |
| Ziegler Capital Management, LLC | 38,255 | $958.7K | 0.04% | +38,255 | New |
| Ergoteles LLC | 38,100 | $954.8K | 0.04% | +10,977+40.5% | Added |
| Rafferty Asset Management, LLC | 37,294 | $934.6K | 0.01% | +22,943+159.9% | Added |
| First Trust Advisors LP | 35,426 | $887.8K | 0.00% | −9,326−20.8% | Reduced |
| GWM Advisors LLC | 34,819 | $872.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 34,601 | $867.1K | 0.00% | +17,129+98.0% | Added |
| Gamco Investors, Inc. Et Al | 34,300 | $859.6K | 0.01% | +1,000+3.0% | Added |
| Qube Research & Technologies Ltd | 33,818 | $847.5K | 0.00% | +33,818 | New |
| Select Asset Management & Trust | 32,245 | $808.0K | 0.71% | 00.0% | Unchanged |
| UBS Group AG | 30,894 | $774.2K | 0.00% | +7,610+32.7% | Added |
| State of Alaska, Department of Revenue | 30,377 | $761.0K | 0.01% | −976−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 30,149 | $755.5K | 0.00% | +10,095+50.3% | Added |
| Ensign Peak Advisors, Inc | 28,490 | $714.0K | 0.00% | +2,700+10.5% | Added |
| Price T Rowe Associates Inc | 27,573 | $691.0K | 0.00% | +427+1.6% | Added |
| Royal Bank of Canada | 27,442 | $688.0K | 0.00% | −2,338−7.9% | Reduced |
| HRT Financial LP | 27,398 | $686.0K | 0.01% | −36,429−57.1% | Reduced |
| Citigroup Inc | 26,487 | $663.8K | 0.00% | −6,273−19.1% | Reduced |
| State of Tennessee, Treasury Department | 26,280 | $658.6K | 0.00% | +7,170+37.5% | Added |
| Public Employees Retirement System of Ohio | 24,881 | $624.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 24,104 | $604.0K | 0.06% | +24,104 | New |
| Verdad Advisers, LP | 24,000 | $601.4K | 1.21% | +24,000 | New |
| American International Group, Inc. | 23,456 | $587.8K | 0.00% | −256−1.1% | Reduced |
| MetLife Investment Management | 22,916 | $574.3K | 0.00% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 22,807 | $571.5K | 0.37% | −130,529−85.1% | Reduced |
| Yousif Capital Management, LLC | 22,794 | $571.2K | 0.01% | −3,935−14.7% | Reduced |
| New York State Common Retirement Fund | 22,530 | $564.6K | 0.00% | −9,390−29.4% | Reduced |
| Two Sigma Investments, LP | 22,384 | $560.9K | 0.00% | −26,555−54.3% | Reduced |
| AE Wealth Management LLC | 21,339 | $534.8K | 0.00% | +21,339 | New |
| Janus Henderson Group PLC | 21,133 | $529.8K | 0.00% | +21,133 | New |
| First Republic Investment Management, Inc. | 20,730 | $519.5K | 0.00% | +1,917+10.2% | Added |
| Louisiana State Employees Retirement System | 20,700 | $518.7K | 0.01% | −700−3.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $516.1K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 19,662 | $492.7K | 0.00% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 19,604 | $491.3K | 0.04% | −15,548−44.2% | Reduced |
| State Board of Administration of Florida Retirement System | 19,209 | $481.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 18,656 | $468.0K | 0.00% | −1,933−9.4% | Reduced |
| Etfidea, LLC | 18,178 | $455.5K | 0.20% | 00.0% | Unchanged |