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 2023
Institutional positions in Beacon Financial Corp as of Dec 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
- 173
- +1 vs. Q3 2023
- Shares held
- 36.2M
- −88 (0.0%) vs. Q3 2023
- Total value
- $899.4M
- +$173.1M (+23.8%) vs. Q3 2023
- New holders
- 15
- 55 more added
- Sold out
- 14
- 68 more reduced
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,338,165 | $157.4M | 0.00% | −5,725−0.1% | Reduced |
| Vanguard Group Inc | 5,025,964 | $124.8M | 0.00% | −53,416−1.1% | Reduced |
| Dimensional Fund Advisors LP | 2,525,556 | $62.7M | 0.02% | +20,328+0.8% | Added |
| State Street Corp | 2,107,096 | $52.3M | 0.00% | +82,304+4.1% | Added |
| Clark Capital Management Group, Inc. | 1,790,767 | $44.5M | 0.36% | −84,261−4.5% | Reduced |
| Alliancebernstein L.P. | 1,525,265 | $37.9M | 0.01% | −168,276−9.9% | Reduced |
| Wellington Management Group LLP | 1,426,599 | $35.4M | 0.01% | +43,822+3.2% | Added |
| Invesco Ltd. | 1,174,361 | $29.2M | 0.01% | +76,626+7.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,113,323 | $27.6M | 0.14% | +75,277+7.3% | Added |
| Geode Capital Management, LLC | 925,738 | $23.0M | 0.00% | +23,648+2.6% | Added |
| Systematic Financial Management LP | 875,112 | $21.7M | 0.64% | −7,161−0.8% | Reduced |
| Boston Partners | 618,161 | $15.3M | 0.02% | −22,473−3.5% | Reduced |
| Morgan Stanley | 579,529 | $14.4M | 0.00% | +22,681+4.1% | Added |
| Northern Trust Corp | 540,380 | $13.4M | 0.00% | +6,552+1.2% | Added |
| Bank of New York Mellon Corp | 525,082 | $13.0M | 0.00% | +24,473+4.9% | Added |
| American Century Companies Inc | 486,078 | $12.1M | 0.01% | +88,499+22.3% | Added |
| Nuveen Asset Management, LLC | 433,471 | $10.8M | 0.00% | −13,005−2.9% | Reduced |
| Aristotle Capital Boston, LLC | 430,814 | $10.7M | 0.33% | −6,032−1.4% | Reduced |
| HoldCo Asset Management, L.P. | 401,695 | $9.97M | 28.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 361,890 | $8.99M | 0.00% | +6,624+1.9% | Added |
| Norges Bank | 320,703 | $7.96M | 0.00% | −24,546−7.1% | Reduced |
| LSV Asset Management | 314,951 | $7.82M | 0.02% | +279,071+777.8% | Added |
| Ameriprise Financial Inc | 227,604 | $5.65M | 0.00% | −1,774−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 227,392 | $5.65M | 0.12% | +35,088+18.2% | Added |
| Renaissance Technologies LLC | 225,000 | $5.59M | 0.01% | −40,921−15.4% | Reduced |
| Principal Financial Group Inc | 223,518 | $5.55M | 0.00% | −14,130−5.9% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $5.38M | 2.63% | 00.0% | Unchanged |
| Bank of America Corp | 210,483 | $5.23M | 0.00% | +42,481+25.3% | Added |
| LPL Financial LLC | 208,818 | $5.18M | 0.00% | −129−0.1% | Reduced |
| Grace & White Inc | 199,349 | $4.95M | 0.87% | +17,000+9.3% | Added |
| Jacobs Levy Equity Management, Inc | 196,757 | $4.89M | 0.02% | −8,840−4.3% | Reduced |
| Goldman Sachs Group Inc | 194,876 | $4.84M | 0.00% | −362,465−65.0% | Reduced |
| D. E. Shaw & Co., Inc. | 193,035 | $4.79M | 0.01% | +10,979+6.0% | Added |
| Voya Investment Management LLC | 188,868 | $4.69M | 0.00% | −11,671−5.8% | Reduced |
| JPMorgan Chase & Co | 156,133 | $3.88M | 0.00% | +68,631+78.4% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $3.67M | 0.24% | 00.0% | Unchanged |
| Rhumbline Advisers | 133,916 | $3.33M | 0.00% | −3,037−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 121,936 | $3.03M | 0.01% | +401+0.3% | Added |
| Legal & General Group Plc | 117,266 | $2.91M | 0.00% | −2,429−2.0% | Reduced |
| Empowered Funds, LLC | 112,392 | $2.79M | 0.07% | +10,088+9.9% | Added |
| Millennium Management LLC | 111,633 | $2.77M | 0.00% | −48,309−30.2% | Reduced |
| Barclays PLC | 97,701 | $2.43M | 0.00% | +30,127+44.6% | Added |
| Thrivent Financial for Lutherans | 94,605 | $2.35M | 0.01% | −9,594−9.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 92,730 | $2.30M | 0.00% | +92,730 | New |
| Two Sigma Advisers, LP | 90,700 | $2.25M | 0.01% | −10,600−10.5% | Reduced |
| Public Sector Pension Investment Board | 88,974 | $2.21M | 0.02% | +34,580+63.6% | Added |
| Swiss National Bank | 86,800 | $2.16M | 0.00% | −9,900−10.2% | Reduced |
| SEI Investments Co | 86,517 | $2.15M | 0.00% | −9,140−9.6% | Reduced |
| HSBC Holdings PLC | 83,050 | $2.07M | 0.00% | +60,762+272.6% | Added |
| FMR LLC | 80,638 | $2.00M | 0.00% | −5,172−6.0% | Reduced |
| Prudential Financial Inc | 75,005 | $1.86M | 0.00% | +1,334+1.8% | Added |
| AQR Capital Management LLC | 69,851 | $1.73M | 0.00% | −11,919−14.6% | Reduced |
| South Dakota Investment Council | 68,594 | $1.70M | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 63,007 | $1.56M | 0.00% | +787+1.3% | Added |
| Citigroup Inc | 58,393 | $1.45M | 0.00% | +21,539+58.4% | Added |
| Credit Suisse AG | 52,748 | $1.31M | 0.00% | −4,943−8.6% | Reduced |
| Rafferty Asset Management, LLC | 51,300 | $1.27M | 0.01% | +17,295+50.9% | Added |
| UBS Group AG | 50,966 | $1.27M | 0.00% | +32,745+179.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 49,400 | $1.23M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 49,181 | $1.22M | 0.00% | +24,491+99.2% | Added |
| Voloridge Investment Management, LLC | 48,193 | $1.20M | 0.00% | −11,455−19.2% | Reduced |
| Great West Life Assurance Co | 47,541 | $1.18M | 0.00% | +433+0.9% | Added |
| California State Teachers Retirement System | 46,406 | $1.15M | 0.00% | −2,465−5.0% | Reduced |
| Jane Street Group, LLC | 42,774 | $1.06M | 0.00% | +6,227+17.0% | Added |
| Texas Permanent School Fund | 37,037 | $919.6K | 0.01% | −339−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 36,800 | $913.7K | 0.01% | +1,000+2.8% | Added |
| Macquarie Group Ltd | 36,700 | $911.0K | 0.00% | +31,500+605.8% | Added |
| Ensign Peak Advisors, Inc | 36,190 | $898.6K | 0.00% | +7,700+27.0% | Added |
| Two Sigma Investments, LP | 35,802 | $889.0K | 0.00% | −67,203−65.2% | Reduced |
| GWM Advisors LLC | 35,267 | $856.6K | 0.01% | +448+1.3% | Added |
| Royal Bank of Canada | 34,360 | $853.0K | 0.00% | +9,467+38.0% | Added |
| Select Asset Management & Trust | 32,245 | $801.0K | 0.39% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 32,061 | $796.0K | 0.01% | +20,313+172.9% | Added |
| Price T Rowe Associates Inc | 30,235 | $751.0K | 0.00% | +817+2.8% | Added |
| Ziegler Capital Management, LLC | 30,221 | $750.4K | 0.03% | +1,957+6.9% | Added |
| Cetera Advisor Networks LLC | 29,286 | $727.2K | 0.00% | +29,286 | New |
| Qube Research & Technologies Ltd | 26,964 | $669.5K | 0.00% | −45,721−62.9% | Reduced |
| State of Alaska, Department of Revenue | 26,866 | $667.0K | 0.01% | −535−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 24,881 | $617.8K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 24,683 | $612.9K | 0.00% | +896+3.8% | Added |
| Illinois Municipal Retirement Fund | 24,501 | $608.0K | 0.01% | −1,527−5.9% | Reduced |
| American International Group, Inc. | 23,637 | $586.9K | 0.00% | −554−2.3% | Reduced |
| US Bancorp | 23,481 | $583.0K | 0.00% | +18,546+375.8% | Added |
| State of Wisconsin Investment Board | 22,974 | $570.4K | 0.00% | +22,974 | New |
| MetLife Investment Management | 22,916 | $569.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 22,904 | $568.7K | 0.12% | +22,904 | New |
| Comerica Bank | 22,881 | $568.1K | 0.00% | −505−2.2% | Reduced |
| HRT Financial LP | 22,770 | $565.0K | 0.00% | −10,367−31.3% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $533.8K | 0.01% | −900−4.0% | Reduced |
| Trexquant Investment LP | 21,390 | $531.1K | 0.01% | +21,390 | New |
| Yousif Capital Management, LLC | 21,229 | $527.1K | 0.01% | −525−2.4% | Reduced |
| Janus Henderson Group PLC | 21,077 | $523.4K | 0.00% | −37−0.2% | Reduced |
| Deutsche Bank AG | 21,042 | $522.5K | 0.00% | −602−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $511.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,918 | $495.0K | 0.04% | +19,918 | New |
| Quadrature Capital Ltd | 19,552 | $485.4K | 0.01% | +19,552 | New |
| PDT Partners, LLC | 18,308 | $454.6K | 0.05% | −7,694−29.6% | Reduced |
| Raymond James & Associates | 17,843 | $443.0K | 0.00% | +541+3.1% | Added |
| New York State Common Retirement Fund | 17,803 | $442.0K | 0.00% | +23+0.1% | Added |
| Manufacturers Life Insurance Company, The | 17,076 | $424.0K | 0.00% | 00.0% | Unchanged |