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, Q2 2024
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- +4 vs. Q1 2024
- Shares held
- 36.2M
- +401.3K (+1.1%) vs. Q1 2024
- Total value
- $824.3M
- +$4.43M (+0.5%) vs. Q1 2024
- New holders
- 21
- 64 more added
- Sold out
- 17
- 63 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MetLife Investment Management | 25,386 | $578.8K | 0.00% | +2,470+10.8% | Added |
| BNP Paribas Arbitrage, SA | 27,049 | $616.7K | 0.00% | +5,351+24.7% | Added |
| Susquehanna International Group, LLP | 27,773 | $633.2K | 0.00% | +13,824+99.1% | Added |
| Voloridge Investment Management, LLC | 27,862 | $635.3K | 0.00% | +27,862 | New |
| Cetera Investment Advisers | 29,607 | $675.0K | 0.00% | +296+1.0% | Added |
| Acadian Asset Management LLC | 29,708 | $676.0K | 0.00% | +29,708 | New |
| Select Asset Management & Trust | 32,245 | $735.0K | 0.29% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 33,229 | $758.0K | 0.00% | +1,241+3.9% | Added |
| Jane Street Group, LLC | 33,790 | $770.4K | 0.00% | +8,139+31.7% | Added |
| Ensign Peak Advisors, Inc | 34,452 | $785.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35,297 | $804.8K | 0.01% | +33+0.1% | Added |
| Franklin Resources Inc | 37,468 | $854.3K | 0.00% | +21,833+139.6% | Added |
| Gamco Investors, Inc. Et Al | 38,300 | $873.2K | 0.01% | +1,500+4.1% | Added |
| Quest Partners LLC | 38,821 | $885.1K | 0.12% | +14,149+57.3% | Added |
| UBS Group AG | 40,969 | $934.1K | 0.00% | +901+2.2% | Added |
| AQR Capital Management LLC | 42,230 | $962.8K | 0.00% | −16,509−28.1% | Reduced |
| California State Teachers Retirement System | 42,523 | $969.5K | 0.00% | −1,119−2.6% | Reduced |
| Barclays PLC | 47,024 | $1.07M | 0.00% | −24,703−34.4% | Reduced |
| State of Tennessee, Treasury Department | 47,582 | $1.08M | 0.00% | +16,485+53.0% | Added |
| Macquarie Group Ltd | 54,900 | $1.25M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 58,638 | $1.34M | 0.00% | +8,819+17.7% | Added |
| Prudential Financial Inc | 73,347 | $1.67M | 0.00% | −2,855−3.7% | Reduced |
| Rafferty Asset Management, LLC | 74,025 | $1.69M | 0.01% | +23,327+46.0% | Added |
| Citigroup Inc | 76,190 | $1.74M | 0.00% | +8,888+13.2% | Added |
| Swiss National Bank | 85,800 | $1.96M | 0.00% | −1,000−1.2% | Reduced |
| Trexquant Investment LP | 88,731 | $2.02M | 0.03% | +15,830+21.7% | Added |
| Public Sector Pension Investment Board | 93,532 | $2.13M | 0.01% | +5,998+6.9% | Added |
| First Trust Advisors LP | 98,327 | $2.24M | 0.00% | +98,327 | New |
| SEI Investments Co | 99,677 | $2.27M | 0.00% | +2,257+2.3% | Added |
| Arrowstreet Capital, Limited Partnership | 100,741 | $2.30M | 0.00% | −19,918−16.5% | Reduced |
| Thrivent Financial for Lutherans | 114,202 | $2.60M | 0.01% | −42,112−26.9% | Reduced |
| Legal & General Group Plc | 115,840 | $2.64M | 0.00% | −2,088−1.8% | Reduced |
| JPMorgan Chase & Co | 118,271 | $2.70M | 0.00% | −49,252−29.4% | Reduced |
| Qube Research & Technologies Ltd | 121,246 | $2.76M | 0.01% | +121,246 | New |
| Commonwealth Equity Services, LLC | 122,544 | $2.79M | 0.00% | −268−0.2% | Reduced |
| UBS Asset Management Americas Inc | 127,016 | $2.90M | 0.00% | +56,586+80.3% | Added |
| Empowered Funds, LLC | 130,852 | $2.98M | 0.05% | +9,360+7.7% | Added |
| Rhumbline Advisers | 133,274 | $3.04M | 0.00% | −600−0.4% | Reduced |
| Bank of America Corp | 138,584 | $3.16M | 0.00% | −30,942−18.3% | Reduced |
| Kestrel Investment Management Corp | 139,150 | $3.17M | 2.10% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 147,794 | $3.37M | 0.22% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 171,855 | $3.92M | 0.01% | +39,310+29.7% | Added |
| Millennium Management LLC | 183,616 | $4.19M | 0.00% | +102,384+126.0% | Added |
| Verition Fund Management LLC | 189,793 | $4.33M | 0.03% | −24,152−11.3% | Reduced |
| Two Sigma Advisers, LP | 196,000 | $4.47M | 0.01% | +78,400+66.7% | Added |
| Grace & White Inc | 199,010 | $4.54M | 0.85% | −339−0.2% | Reduced |
| Norges Bank | 204,222 | $4.66M | 0.00% | −64,948−24.1% | Reduced |
| LPL Financial LLC | 206,010 | $4.70M | 0.00% | +40.0% | Added |
| Principal Financial Group Inc | 209,772 | $4.78M | 0.00% | −12,020−5.4% | Reduced |
| Voya Investment Management LLC | 212,113 | $4.84M | 0.00% | −5,530−2.5% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $4.94M | 3.27% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 219,000 | $4.99M | 0.00% | +41,001+23.0% | Added |
| D. E. Shaw & Co., Inc. | 240,314 | $5.48M | 0.01% | +33,010+15.9% | Added |
| Ameriprise Financial Inc | 244,086 | $5.57M | 0.00% | −9,135−3.6% | Reduced |
| Bridgeway Capital Management, LLC | 245,852 | $5.61M | 0.13% | +9,360+4.0% | Added |
| Jacobs Levy Equity Management, Inc | 265,218 | $6.05M | 0.03% | +70,882+36.5% | Added |
| Assenagon Asset Management S.A. | 277,642 | $6.33M | 0.02% | +277,642 | New |
| Hotchkis & Wiley Capital Management LLC | 281,590 | $6.42M | 0.02% | +44,360+18.7% | Added |
| Nuveen Asset Management, LLC | 386,777 | $8.82M | 0.00% | −1,115−0.3% | Reduced |
| Aristotle Capital Boston, LLC | 409,859 | $9.34M | 0.31% | −25,910−5.9% | Reduced |
| Charles Schwab Investment Management Inc | 412,340 | $9.40M | 0.00% | −931−0.2% | Reduced |
| Renaissance Technologies LLC | 422,621 | $9.64M | 0.02% | +159,200+60.4% | Added |
| Bank of New York Mellon Corp | 505,543 | $11.5M | 0.00% | −4,664−0.9% | Reduced |
| Northern Trust Corp | 539,961 | $12.3M | 0.00% | +27,135+5.3% | Added |
| American Century Companies Inc | 624,192 | $14.2M | 0.01% | +38,327+6.5% | Added |
| LSV Asset Management | 644,503 | $14.7M | 0.03% | −36,400−5.3% | Reduced |
| Morgan Stanley | 683,496 | $15.6M | 0.00% | −16,984−2.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 693,888 | $15.8M | 0.07% | −1790.0% | Reduced |
| Systematic Financial Management LP | 838,194 | $19.1M | 0.58% | −23,745−2.8% | Reduced |
| Geode Capital Management, LLC | 977,496 | $22.3M | 0.00% | +37,251+4.0% | Added |
| Invesco Ltd. | 1,047,567 | $23.9M | 0.01% | −146,365−12.3% | Reduced |
| Alliancebernstein L.P. | 1,299,792 | $29.6M | 0.01% | −185,217−12.5% | Reduced |
| Wellington Management Group LLP | 1,370,354 | $31.2M | 0.01% | +14,847+1.1% | Added |
| Clark Capital Management Group, Inc. | 1,644,054 | $37.5M | 0.28% | −10,947−0.7% | Reduced |
| State Street Corp | 2,101,168 | $47.9M | 0.00% | −18,057−0.9% | Reduced |
| Dimensional Fund Advisors LP | 2,632,671 | $60.0M | 0.02% | +36,521+1.4% | Added |
| Vanguard Group Inc | 5,042,635 | $115.0M | 0.00% | +26,948+0.5% | Added |
| BlackRock Inc. | 6,249,763 | $142.5M | 0.00% | −165,365−2.6% | Reduced |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −55,834−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −41,933−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −37,375−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −23,421−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −20,596−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,308−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,399−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −8,752−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −8,736−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,226−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,113−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Ziegler Capital Management, LLC | – | – | – | – | Not filed |
| Cubic Asset Management, LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |