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, Q3 2024
Institutional positions in Beacon Financial Corp as of Sep 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
- 188
- +11 vs. Q2 2024
- Shares held
- 36.0M
- +6.14M (+20.5%) vs. Q2 2024
- Total value
- $971.0M
- +$289.2M (+42.4%) vs. Q2 2024
- New holders
- 25
- 61 more added
- Sold out
- 14
- 61 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,311,895 | $170.0M | 0.00% | +6,311,895 | New |
| Vanguard Group Inc | 5,140,703 | $138.4M | 0.00% | +98,068+1.9% | Added |
| Dimensional Fund Advisors LP | 2,675,702 | $72.1M | 0.02% | +43,031+1.6% | Added |
| State Street Corp | 2,119,475 | $57.5M | 0.00% | +18,307+0.9% | Added |
| Wellington Management Group LLP | 1,664,138 | $44.8M | 0.01% | +293,784+21.4% | Added |
| Alliancebernstein L.P. | 1,187,177 | $32.0M | 0.01% | −112,615−8.7% | Reduced |
| Invesco Ltd. | 1,069,385 | $28.8M | 0.01% | +21,818+2.1% | Added |
| Geode Capital Management, LLC | 979,160 | $26.4M | 0.00% | +1,664+0.2% | Added |
| Systematic Financial Management LP | 952,627 | $25.7M | 0.65% | +114,433+13.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 693,063 | $18.7M | 0.07% | −825−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 688,622 | $18.5M | 0.13% | −955,432−58.1% | Reduced |
| Morgan Stanley | 660,803 | $17.8M | 0.00% | −22,693−3.3% | Reduced |
| Nuveen Asset Management, LLC | 657,443 | $17.7M | 0.00% | +270,666+70.0% | Added |
| American Century Companies Inc | 623,130 | $16.8M | 0.01% | −1,062−0.2% | Reduced |
| Northern Trust Corp | 551,951 | $14.9M | 0.00% | +11,990+2.2% | Added |
| Goldman Sachs Group Inc | 545,740 | $14.7M | 0.00% | +326,740+149.2% | Added |
| Bank of New York Mellon Corp | 464,184 | $12.5M | 0.00% | −41,359−8.2% | Reduced |
| LSV Asset Management | 426,400 | $11.5M | 0.02% | −218,103−33.8% | Reduced |
| Renaissance Technologies LLC | 422,721 | $11.4M | 0.02% | +1000.0% | Added |
| Aristotle Capital Boston, LLC | 413,449 | $11.1M | 0.37% | +3,590+0.9% | Added |
| Charles Schwab Investment Management Inc | 407,924 | $11.0M | 0.00% | −4,416−1.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 341,605 | $9.20M | 0.01% | +240,864+239.1% | Added |
| Jacobs Levy Equity Management, Inc | 340,694 | $9.17M | 0.04% | +75,476+28.5% | Added |
| Millennium Management LLC | 299,614 | $8.07M | 0.01% | +115,998+63.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 257,190 | $6.93M | 0.02% | −24,400−8.7% | Reduced |
| Ameriprise Financial Inc | 254,059 | $6.85M | 0.00% | +9,973+4.1% | Added |
| Bridgeway Capital Management, LLC | 252,820 | $6.81M | 0.15% | +6,968+2.8% | Added |
| Two Sigma Investments, LP | 218,156 | $5.87M | 0.01% | +46,301+26.9% | Added |
| Strategic Value Bank Partners LLC | 216,780 | $5.84M | 3.58% | 00.0% | Unchanged |
| Voya Investment Management LLC | 210,829 | $5.68M | 0.01% | −1,284−0.6% | Reduced |
| LPL Financial LLC | 206,166 | $5.55M | 0.00% | +156+0.1% | Added |
| Two Sigma Advisers, LP | 205,400 | $5.53M | 0.01% | +9,400+4.8% | Added |
| Grace & White Inc | 199,010 | $5.36M | 0.97% | 00.0% | Unchanged |
| Principal Financial Group Inc | 198,981 | $5.36M | 0.00% | −10,791−5.1% | Reduced |
| JPMorgan Chase & Co | 190,673 | $5.13M | 0.00% | +72,402+61.2% | Added |
| Norges Bank | 154,020 | $4.15M | 0.00% | −50,202−24.6% | Reduced |
| Basswood Capital Management, L.L.C. | 147,794 | $3.98M | 0.21% | 00.0% | Unchanged |
| Kestrel Investment Management Corp | 147,750 | $3.92M | 2.64% | +8,600+6.2% | Added |
| Bank of America Corp | 143,482 | $3.86M | 0.00% | +4,898+3.5% | Added |
| Empowered Funds, LLC | 137,820 | $3.71M | 0.06% | +6,968+5.3% | Added |
| Trexquant Investment LP | 132,052 | $3.56M | 0.05% | +43,321+48.8% | Added |
| Rhumbline Advisers | 127,160 | $3.42M | 0.00% | −6,114−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 127,025 | $3.42M | 0.01% | +4,481+3.7% | Added |
| UBS Asset Management Americas Inc | 124,303 | $3.35M | 0.00% | −2,713−2.1% | Reduced |
| Legal & General Group Plc | 114,130 | $3.07M | 0.00% | −1,710−1.5% | Reduced |
| D. E. Shaw & Co., Inc. | 110,342 | $2.97M | 0.00% | −129,972−54.1% | Reduced |
| Qube Research & Technologies Ltd | 103,112 | $2.78M | 0.01% | −18,134−15.0% | Reduced |
| Barclays PLC | 96,380 | $2.60M | 0.00% | +49,356+105.0% | Added |
| Public Sector Pension Investment Board | 89,532 | $2.41M | 0.01% | −4,000−4.3% | Reduced |
| Citigroup Inc | 88,326 | $2.38M | 0.00% | +12,136+15.9% | Added |
| SEI Investments Co | 87,227 | $2.35M | 0.00% | −12,450−12.5% | Reduced |
| Thrivent Financial for Lutherans | 85,938 | $2.31M | 0.00% | −28,264−24.7% | Reduced |
| Swiss National Bank | 84,500 | $2.28M | 0.00% | −1,300−1.5% | Reduced |
| Prudential Financial Inc | 74,232 | $2.00M | 0.00% | +885+1.2% | Added |
| ExodusPoint Capital Management, LP | 71,375 | $1.92M | 0.02% | +71,375 | New |
| Rafferty Asset Management, LLC | 62,510 | $1.68M | 0.01% | −11,515−15.6% | Reduced |
| UBS Group AG | 57,921 | $1.56M | 0.00% | +16,952+41.4% | Added |
| Macquarie Group Ltd | 54,900 | $1.48M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 54,301 | $1.46M | 0.00% | −4,337−7.4% | Reduced |
| Price T Rowe Associates Inc | 52,230 | $1.41M | 0.00% | +19,001+57.2% | Added |
| California State Teachers Retirement System | 40,902 | $1.10M | 0.00% | −1,621−3.8% | Reduced |
| Franklin Resources Inc | 36,950 | $1.02M | 0.00% | −518−1.4% | Reduced |
| BNP Paribas Arbitrage, SA | 37,071 | $998.3K | 0.00% | +10,022+37.1% | Added |
| Jane Street Group, LLC | 36,058 | $971.0K | 0.00% | +2,268+6.7% | Added |
| First Trust Advisors LP | 35,562 | $957.7K | 0.00% | −62,765−63.8% | Reduced |
| GWM Advisors LLC | 35,253 | $949.4K | 0.01% | −44−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 34,452 | $927.8K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 33,801 | $910.3K | 0.56% | +33,801 | New |
| PDT Partners, LLC | 32,327 | $870.6K | 0.08% | +20,736+178.9% | Added |
| Select Asset Management & Trust | 32,245 | $868.0K | 0.32% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 31,565 | $850.0K | 0.00% | −16,017−33.7% | Reduced |
| Susquehanna International Group, LLP | 30,161 | $812.2K | 0.00% | +2,388+8.6% | Added |
| Cetera Investment Advisers | 29,784 | $802.1K | 0.00% | +177+0.6% | Added |
| Balyasny Asset Management LLC | 29,170 | $785.5K | 0.00% | +29,170 | New |
| AQR Capital Management LLC | 27,723 | $746.6K | 0.00% | −14,507−34.4% | Reduced |
| Wells Fargo & Company | 25,960 | $699.1K | 0.00% | +2,238+9.4% | Added |
| Jump Financial, LLC | 25,736 | $693.1K | 0.01% | +25,736 | New |
| Deutsche Bank AG | 25,649 | $690.7K | 0.00% | +6,126+31.4% | Added |
| Quest Partners LLC | 25,594 | $689.2K | 0.06% | −13,227−34.1% | Reduced |
| MetLife Investment Management | 25,386 | $683.6K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 24,616 | $662.9K | 0.00% | −543−2.2% | Reduced |
| State of Alaska, Department of Revenue | 24,082 | $648.0K | 0.01% | −876−3.5% | Reduced |
| Illinois Municipal Retirement Fund | 23,625 | $636.2K | 0.01% | −839−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 23,501 | $632.9K | 0.00% | +723+3.2% | Added |
| SG Americas Securities, LLC | 23,146 | $623.0K | 0.00% | +23,146 | New |
| Royal Bank of Canada | 22,737 | $612.0K | 0.00% | +989+4.5% | Added |
| Congress Wealth Management LLC | 22,200 | $597.8K | 0.01% | +11,100+100.0% | Added |
| Manufacturers Life Insurance Company, The | 21,476 | $578.3K | 0.00% | −1,323−5.8% | Reduced |
| US Bancorp | 21,017 | $566.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 20,856 | $562.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 20,400 | $549.4K | 0.01% | −1,000−4.7% | Reduced |
| Gamco Investors, Inc. Et Al | 19,000 | $511.7K | 0.01% | −19,300−50.4% | Reduced |
| Comerica Bank | 18,545 | $499.4K | 0.00% | −295−1.6% | Reduced |
| South Dakota Investment Council | 18,052 | $486.0K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,929 | $456.8K | 0.00% | −4,339−20.4% | Reduced |
| Yousif Capital Management, LLC | 16,429 | $442.4K | 0.00% | −689−4.0% | Reduced |
| Etfidea, LLC | 16,300 | $439.0K | 0.14% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 15,769 | $424.7K | 0.21% | +407+2.6% | Added |
| Cubist Systematic Strategies, LLC | 15,624 | $420.8K | 0.01% | +15,624 | New |
| FMR LLC | 15,411 | $415.0K | 0.00% | +496+3.3% | Added |