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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 21,476 | $578.3K | 0.00% | −1,323−5.8% | Reduced |
| Congress Wealth Management LLC | 22,200 | $597.8K | 0.01% | +11,100+100.0% | Added |
| Royal Bank of Canada | 22,737 | $612.0K | 0.00% | +989+4.5% | Added |
| SG Americas Securities, LLC | 23,146 | $623.0K | 0.00% | +23,146 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 23,501 | $632.9K | 0.00% | +723+3.2% | Added |
| Illinois Municipal Retirement Fund | 23,625 | $636.2K | 0.01% | −839−3.4% | Reduced |
| State of Alaska, Department of Revenue | 24,082 | $648.0K | 0.01% | −876−3.5% | Reduced |
| Corebridge Financial, Inc. | 24,616 | $662.9K | 0.00% | −543−2.2% | Reduced |
| MetLife Investment Management | 25,386 | $683.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 25,594 | $689.2K | 0.06% | −13,227−34.1% | Reduced |
| Deutsche Bank AG | 25,649 | $690.7K | 0.00% | +6,126+31.4% | Added |
| Jump Financial, LLC | 25,736 | $693.1K | 0.01% | +25,736 | New |
| Wells Fargo & Company | 25,960 | $699.1K | 0.00% | +2,238+9.4% | Added |
| AQR Capital Management LLC | 27,723 | $746.6K | 0.00% | −14,507−34.4% | Reduced |
| Balyasny Asset Management LLC | 29,170 | $785.5K | 0.00% | +29,170 | New |
| Cetera Investment Advisers | 29,784 | $802.1K | 0.00% | +177+0.6% | Added |
| Susquehanna International Group, LLP | 30,161 | $812.2K | 0.00% | +2,388+8.6% | Added |
| State of Tennessee, Treasury Department | 31,565 | $850.0K | 0.00% | −16,017−33.7% | Reduced |
| Select Asset Management & Trust | 32,245 | $868.0K | 0.32% | 00.0% | Unchanged |
| PDT Partners, LLC | 32,327 | $870.6K | 0.08% | +20,736+178.9% | Added |
| SummerHaven Investment Management, LLC | 33,801 | $910.3K | 0.56% | +33,801 | New |
| Ensign Peak Advisors, Inc | 34,452 | $927.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35,253 | $949.4K | 0.01% | −44−0.1% | Reduced |
| First Trust Advisors LP | 35,562 | $957.7K | 0.00% | −62,765−63.8% | Reduced |
| Jane Street Group, LLC | 36,058 | $971.0K | 0.00% | +2,268+6.7% | Added |
| BNP Paribas Arbitrage, SA | 37,071 | $998.3K | 0.00% | +10,022+37.1% | Added |
| Franklin Resources Inc | 36,950 | $1.02M | 0.00% | −518−1.4% | Reduced |
| California State Teachers Retirement System | 40,902 | $1.10M | 0.00% | −1,621−3.8% | Reduced |
| Price T Rowe Associates Inc | 52,230 | $1.41M | 0.00% | +19,001+57.2% | Added |
| Great West Life Assurance Co | 54,301 | $1.46M | 0.00% | −4,337−7.4% | Reduced |
| Macquarie Group Ltd | 54,900 | $1.48M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 57,921 | $1.56M | 0.00% | +16,952+41.4% | Added |
| Rafferty Asset Management, LLC | 62,510 | $1.68M | 0.01% | −11,515−15.6% | Reduced |
| ExodusPoint Capital Management, LP | 71,375 | $1.92M | 0.02% | +71,375 | New |
| Prudential Financial Inc | 74,232 | $2.00M | 0.00% | +885+1.2% | Added |
| Swiss National Bank | 84,500 | $2.28M | 0.00% | −1,300−1.5% | Reduced |
| Thrivent Financial for Lutherans | 85,938 | $2.31M | 0.00% | −28,264−24.7% | Reduced |
| SEI Investments Co | 87,227 | $2.35M | 0.00% | −12,450−12.5% | Reduced |
| Citigroup Inc | 88,326 | $2.38M | 0.00% | +12,136+15.9% | Added |
| Public Sector Pension Investment Board | 89,532 | $2.41M | 0.01% | −4,000−4.3% | Reduced |
| Barclays PLC | 96,380 | $2.60M | 0.00% | +49,356+105.0% | Added |
| Qube Research & Technologies Ltd | 103,112 | $2.78M | 0.01% | −18,134−15.0% | Reduced |
| D. E. Shaw & Co., Inc. | 110,342 | $2.97M | 0.00% | −129,972−54.1% | Reduced |
| Legal & General Group Plc | 114,130 | $3.07M | 0.00% | −1,710−1.5% | Reduced |
| UBS Asset Management Americas Inc | 124,303 | $3.35M | 0.00% | −2,713−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 127,025 | $3.42M | 0.01% | +4,481+3.7% | Added |
| Rhumbline Advisers | 127,160 | $3.42M | 0.00% | −6,114−4.6% | Reduced |
| Trexquant Investment LP | 132,052 | $3.56M | 0.05% | +43,321+48.8% | Added |
| Empowered Funds, LLC | 137,820 | $3.71M | 0.06% | +6,968+5.3% | Added |
| Bank of America Corp | 143,482 | $3.86M | 0.00% | +4,898+3.5% | Added |
| Kestrel Investment Management Corp | 147,750 | $3.92M | 2.64% | +8,600+6.2% | Added |
| Basswood Capital Management, L.L.C. | 147,794 | $3.98M | 0.21% | 00.0% | Unchanged |
| Norges Bank | 154,020 | $4.15M | 0.00% | −50,202−24.6% | Reduced |
| JPMorgan Chase & Co | 190,673 | $5.13M | 0.00% | +72,402+61.2% | Added |
| Principal Financial Group Inc | 198,981 | $5.36M | 0.00% | −10,791−5.1% | Reduced |
| Grace & White Inc | 199,010 | $5.36M | 0.97% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 205,400 | $5.53M | 0.01% | +9,400+4.8% | Added |
| LPL Financial LLC | 206,166 | $5.55M | 0.00% | +156+0.1% | Added |
| Voya Investment Management LLC | 210,829 | $5.68M | 0.01% | −1,284−0.6% | Reduced |
| Strategic Value Bank Partners LLC | 216,780 | $5.84M | 3.58% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 218,156 | $5.87M | 0.01% | +46,301+26.9% | Added |
| Bridgeway Capital Management, LLC | 252,820 | $6.81M | 0.15% | +6,968+2.8% | Added |
| Ameriprise Financial Inc | 254,059 | $6.85M | 0.00% | +9,973+4.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 257,190 | $6.93M | 0.02% | −24,400−8.7% | Reduced |
| Millennium Management LLC | 299,614 | $8.07M | 0.01% | +115,998+63.2% | Added |
| Jacobs Levy Equity Management, Inc | 340,694 | $9.17M | 0.04% | +75,476+28.5% | Added |
| Arrowstreet Capital, Limited Partnership | 341,605 | $9.20M | 0.01% | +240,864+239.1% | Added |
| Charles Schwab Investment Management Inc | 407,924 | $11.0M | 0.00% | −4,416−1.1% | Reduced |
| Aristotle Capital Boston, LLC | 413,449 | $11.1M | 0.37% | +3,590+0.9% | Added |
| Renaissance Technologies LLC | 422,721 | $11.4M | 0.02% | +1000.0% | Added |
| LSV Asset Management | 426,400 | $11.5M | 0.02% | −218,103−33.8% | Reduced |
| Bank of New York Mellon Corp | 464,184 | $12.5M | 0.00% | −41,359−8.2% | Reduced |
| Goldman Sachs Group Inc | 545,740 | $14.7M | 0.00% | +326,740+149.2% | Added |
| Northern Trust Corp | 551,951 | $14.9M | 0.00% | +11,990+2.2% | Added |
| American Century Companies Inc | 623,130 | $16.8M | 0.01% | −1,062−0.2% | Reduced |
| Nuveen Asset Management, LLC | 657,443 | $17.7M | 0.00% | +270,666+70.0% | Added |
| Morgan Stanley | 660,803 | $17.8M | 0.00% | −22,693−3.3% | Reduced |
| Clark Capital Management Group, Inc. | 688,622 | $18.5M | 0.13% | −955,432−58.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 693,063 | $18.7M | 0.07% | −825−0.1% | Reduced |
| Systematic Financial Management LP | 952,627 | $25.7M | 0.65% | +114,433+13.7% | Added |
| Geode Capital Management, LLC | 979,160 | $26.4M | 0.00% | +1,664+0.2% | Added |
| Invesco Ltd. | 1,069,385 | $28.8M | 0.01% | +21,818+2.1% | Added |
| Alliancebernstein L.P. | 1,187,177 | $32.0M | 0.01% | −112,615−8.7% | Reduced |
| Wellington Management Group LLP | 1,664,138 | $44.8M | 0.01% | +293,784+21.4% | Added |
| State Street Corp | 2,119,475 | $57.5M | 0.00% | +18,307+0.9% | Added |
| Dimensional Fund Advisors LP | 2,675,702 | $72.1M | 0.02% | +43,031+1.6% | Added |
| Vanguard Group Inc | 5,140,703 | $138.4M | 0.00% | +98,068+1.9% | Added |
| BlackRock, Inc. | 6,311,895 | $170.0M | 0.00% | +6,311,895 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −277,642−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −189,793−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −27,862−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,485−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −22,846−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,130−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −9,660−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,873−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,126−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −514−100.0% | Sold out |