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 2024
Institutional positions in Beacon Financial Corp as of Mar 31, 2024. 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
- 178
- +5 vs. Q4 2023
- Shares held
- 35.9M
- −349.3K (−1.0%) vs. Q4 2023
- Total value
- $822.7M
- −$76.7M (−8.5%) vs. Q4 2023
- New holders
- 19
- 56 more added
- Sold out
- 14
- 61 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 6,415,128 | $147.0M | 0.00% | +76,963+1.2% | Added |
| Vanguard Group Inc | 5,015,687 | $115.0M | 0.00% | −10,277−0.2% | Reduced |
| Dimensional Fund Advisors LP | 2,596,150 | $59.5M | 0.02% | +70,594+2.8% | Added |
| State Street Corp | 2,119,225 | $49.0M | 0.00% | +12,129+0.6% | Added |
| Clark Capital Management Group, Inc. | 1,655,001 | $37.9M | 0.28% | −135,766−7.6% | Reduced |
| Alliancebernstein L.P. | 1,485,009 | $34.0M | 0.01% | −40,256−2.6% | Reduced |
| Wellington Management Group LLP | 1,355,507 | $31.1M | 0.01% | −71,092−5.0% | Reduced |
| Invesco Ltd. | 1,193,932 | $27.4M | 0.01% | +19,571+1.7% | Added |
| Geode Capital Management, LLC | 940,245 | $21.6M | 0.00% | +14,507+1.6% | Added |
| Systematic Financial Management LP | 861,939 | $19.8M | 0.55% | −13,173−1.5% | Reduced |
| Morgan Stanley | 700,480 | $16.1M | 0.00% | +120,951+20.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 694,067 | $15.9M | 0.07% | −419,256−37.7% | Reduced |
| LSV Asset Management | 680,903 | $15.6M | 0.03% | +365,952+116.2% | Added |
| American Century Companies Inc | 585,865 | $13.4M | 0.01% | +99,787+20.5% | Added |
| Northern Trust Corp | 512,826 | $11.8M | 0.00% | −27,554−5.1% | Reduced |
| Bank of New York Mellon Corp | 510,207 | $11.7M | 0.00% | −14,875−2.8% | Reduced |
| Aristotle Capital Boston, LLC | 435,769 | $9.99M | 0.30% | +4,955+1.2% | Added |
| Charles Schwab Investment Management Inc | 413,271 | $9.47M | 0.00% | +51,381+14.2% | Added |
| Nuveen Asset Management, LLC | 387,892 | $8.89M | 0.00% | −45,579−10.5% | Reduced |
| Norges Bank | 269,170 | $6.17M | 0.00% | −51,533−16.1% | Reduced |
| Renaissance Technologies LLC | 263,421 | $6.04M | 0.01% | +38,421+17.1% | Added |
| Ameriprise Financial Inc | 253,221 | $5.81M | 0.00% | +25,617+11.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 237,230 | $5.44M | 0.02% | +237,230 | New |
| Bridgeway Capital Management, LLC | 236,492 | $5.42M | 0.11% | +9,100+4.0% | Added |
| Principal Financial Group Inc | 221,792 | $5.08M | 0.00% | −1,726−0.8% | Reduced |
| Voya Investment Management LLC | 217,643 | $4.99M | 0.00% | +28,775+15.2% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $4.97M | 3.25% | 00.0% | Unchanged |
| Verition Fund Management LLC | 213,945 | $4.90M | 0.05% | +213,945 | New |
| D. E. Shaw & Co., Inc. | 207,304 | $4.75M | 0.01% | +14,269+7.4% | Added |
| LPL Financial LLC | 206,006 | $4.72M | 0.00% | −2,812−1.3% | Reduced |
| Grace & White Inc | 199,349 | $4.57M | 0.82% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 194,336 | $4.45M | 0.02% | −2,421−1.2% | Reduced |
| Goldman Sachs Group Inc | 177,999 | $4.08M | 0.00% | −16,877−8.7% | Reduced |
| Bank of America Corp | 169,526 | $3.89M | 0.00% | −40,957−19.5% | Reduced |
| JPMorgan Chase & Co | 167,523 | $3.84M | 0.00% | +11,390+7.3% | Added |
| Thrivent Financial for Lutherans | 156,314 | $3.58M | 0.01% | +61,709+65.2% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $3.39M | 0.20% | 00.0% | Unchanged |
| Kestrel Investment Management Corp | 139,150 | $3.19M | 2.13% | +139,150 | New |
| Rhumbline Advisers | 133,874 | $3.07M | 0.00% | −420.0% | Reduced |
| Two Sigma Investments, LP | 132,545 | $3.04M | 0.01% | +96,743+270.2% | Added |
| Commonwealth Equity Services, LLC | 122,812 | $2.81M | 0.00% | +876+0.7% | Added |
| Empowered Funds, LLC | 121,492 | $2.78M | 0.05% | +9,100+8.1% | Added |
| Arrowstreet Capital, Limited Partnership | 120,659 | $2.77M | 0.00% | +27,929+30.1% | Added |
| Legal & General Group Plc | 117,928 | $2.70M | 0.00% | +662+0.6% | Added |
| Two Sigma Advisers, LP | 117,600 | $2.70M | 0.01% | +26,900+29.7% | Added |
| SEI Investments Co | 97,420 | $2.23M | 0.00% | +10,903+12.6% | Added |
| Public Sector Pension Investment Board | 87,534 | $2.01M | 0.01% | −1,440−1.6% | Reduced |
| Swiss National Bank | 86,800 | $1.99M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 81,232 | $1.86M | 0.00% | −30,401−27.2% | Reduced |
| Prudential Financial Inc | 76,202 | $1.75M | 0.00% | +1,197+1.6% | Added |
| Trexquant Investment LP | 72,901 | $1.67M | 0.03% | +51,511+240.8% | Added |
| Barclays PLC | 71,727 | $1.64M | 0.00% | −25,974−26.6% | Reduced |
| UBS Asset Management Americas Inc | 70,430 | $1.61M | 0.00% | +7,423+11.8% | Added |
| Citigroup Inc | 67,302 | $1.54M | 0.00% | +8,909+15.3% | Added |
| Credit Suisse AG | 61,035 | $1.40M | 0.00% | +8,287+15.7% | Added |
| HSBC Holdings PLC | 60,859 | $1.39M | 0.00% | −22,191−26.7% | Reduced |
| AQR Capital Management LLC | 58,739 | $1.35M | 0.00% | −11,112−15.9% | Reduced |
| FMR LLC | 56,764 | $1.30M | 0.00% | −23,874−29.6% | Reduced |
| Cubist Systematic Strategies, LLC | 55,834 | $1.28M | 0.01% | +55,834 | New |
| Macquarie Group Ltd | 54,900 | $1.26M | 0.00% | +18,200+49.6% | Added |
| Rafferty Asset Management, LLC | 50,698 | $1.16M | 0.00% | −602−1.2% | Reduced |
| Great West Life Assurance Co | 49,819 | $1.14M | 0.00% | +2,278+4.8% | Added |
| California State Teachers Retirement System | 43,642 | $1.00M | 0.00% | −2,764−6.0% | Reduced |
| Ziegler Capital Management, LLC | 43,508 | $997.2K | 0.04% | +13,287+44.0% | Added |
| Boston Partners | 41,933 | $961.1K | 0.00% | −576,228−93.2% | Reduced |
| UBS Group AG | 40,068 | $918.4K | 0.00% | −10,898−21.4% | Reduced |
| Texas Permanent School Fund | 37,375 | $856.6K | 0.01% | +338+0.9% | Added |
| Gamco Investors, Inc. Et Al | 36,800 | $843.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 35,264 | $808.3K | 0.01% | −30.0% | Reduced |
| Ensign Peak Advisors, Inc | 34,452 | $789.6K | 0.00% | −1,738−4.8% | Reduced |
| Select Asset Management & Trust | 32,245 | $739.0K | 0.31% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 31,988 | $734.0K | 0.00% | +1,753+5.8% | Added |
| State of Tennessee, Treasury Department | 31,097 | $712.7K | 0.00% | +6,414+26.0% | Added |
| Cetera Investment Advisers | 29,311 | $671.8K | 0.00% | +29,311 | New |
| State of Alaska, Department of Revenue | 26,016 | $596.0K | 0.01% | −850−3.2% | Reduced |
| Jane Street Group, LLC | 25,651 | $587.9K | 0.00% | −17,123−40.0% | Reduced |
| Quest Partners LLC | 24,672 | $565.5K | 0.10% | +1,768+7.7% | Added |
| Illinois Municipal Retirement Fund | 24,332 | $558.0K | 0.01% | −169−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 24,021 | $550.6K | 0.00% | −860−3.5% | Reduced |
| American International Group, Inc. | 23,421 | $536.8K | 0.00% | −216−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,596 | $528.3K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 22,916 | $525.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 22,545 | $516.7K | 0.00% | +1,503+7.1% | Added |
| South Dakota Investment Council | 22,239 | $510.0K | 0.01% | −46,355−67.6% | Reduced |
| US Bancorp | 22,012 | $504.5K | 0.00% | −1,469−6.3% | Reduced |
| Manufacturers Life Insurance Company, The | 21,728 | $498.0K | 0.00% | +4,652+27.2% | Added |
| BNP Paribas Arbitrage, SA | 21,698 | $497.3K | 0.00% | +9,472+77.5% | Added |
| Louisiana State Employees Retirement System | 21,100 | $483.6K | 0.01% | −400−1.9% | Reduced |
| Janus Henderson Group PLC | 21,077 | $482.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,209 | $481.4K | 0.00% | +6,620+52.6% | Added |
| Comerica Bank | 20,873 | $478.4K | 0.00% | −2,008−8.8% | Reduced |
| Yousif Capital Management, LLC | 19,249 | $441.2K | 0.00% | −1,980−9.3% | Reduced |
| Royal Bank of Canada | 18,637 | $427.0K | 0.00% | −15,723−45.8% | Reduced |
| New York State Common Retirement Fund | 17,420 | $399.3K | 0.00% | −383−2.2% | Reduced |
| HRT Financial LP | 17,117 | $392.0K | 0.00% | −5,653−24.8% | Reduced |
| Etfidea, LLC | 16,300 | $373.6K | 0.13% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,231 | $372.0K | 0.00% | +1,674+11.5% | Added |
| Citadel Advisors LLC | 16,123 | $369.5K | 0.00% | +16,123 | New |
| Franklin Resources Inc | 15,635 | $358.4K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 15,629 | $358.2K | 0.17% | +203+1.3% | Added |