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 2024
Institutional positions in Beacon Financial Corp as of Dec 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
- 215
- +29 vs. Q3 2024
- Shares held
- 40.1M
- +4.11M (+11.4%) vs. Q3 2024
- Total value
- $1.14B
- +$170.2M (+17.5%) vs. Q3 2024
- New holders
- 40
- 68 more added
- Sold out
- 11
- 56 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,188,878 | $175.9M | 0.00% | −123,017−1.9% | Reduced |
| Vanguard Group Inc | 5,152,068 | $146.5M | 0.00% | +11,365+0.2% | Added |
| Dimensional Fund Advisors LP | 2,686,281 | $76.4M | 0.02% | +10,579+0.4% | Added |
| State Street Corp | 2,258,466 | $64.2M | 0.00% | +138,991+6.6% | Added |
| Invesco Ltd. | 1,291,547 | $36.7M | 0.01% | +222,162+20.8% | Added |
| Alliancebernstein L.P. | 1,087,700 | $30.9M | 0.01% | −99,477−8.4% | Reduced |
| Wellington Management Group LLP | 1,052,150 | $29.9M | 0.01% | −611,988−36.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,034,483 | $29.4M | 0.05% | +1,034,483 | New |
| Systematic Financial Management LP | 999,861 | $28.4M | 0.72% | +47,234+5.0% | Added |
| Geode Capital Management, LLC | 975,304 | $27.7M | 0.00% | −3,856−0.4% | Reduced |
| Citadel Advisors LLC | 967,943 | $27.5M | 0.03% | +960,885+13,614.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 691,868 | $19.7M | 0.07% | −1,195−0.2% | Reduced |
| Morgan Stanley | 684,579 | $19.5M | 0.00% | +23,776+3.6% | Added |
| Nuveen Asset Management, LLC | 665,007 | $18.9M | 0.01% | +7,564+1.2% | Added |
| American Century Companies Inc | 625,824 | $17.8M | 0.01% | +2,694+0.4% | Added |
| Millennium Management LLC | 537,221 | $15.3M | 0.01% | +237,607+79.3% | Added |
| ExodusPoint Capital Management, LP | 516,603 | $14.7M | 0.15% | +445,228+623.8% | Added |
| Goldman Sachs Group Inc | 514,498 | $14.6M | 0.00% | −31,242−5.7% | Reduced |
| Northern Trust Corp | 503,183 | $14.3M | 0.00% | −48,768−8.8% | Reduced |
| Bank of New York Mellon Corp | 449,009 | $12.8M | 0.00% | −15,175−3.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 441,143 | $12.5M | 0.01% | +99,538+29.1% | Added |
| Charles Schwab Investment Management Inc | 423,307 | $12.0M | 0.00% | +15,383+3.8% | Added |
| Renaissance Technologies LLC | 406,321 | $11.6M | 0.02% | −16,400−3.9% | Reduced |
| Aristotle Capital Boston, LLC | 376,057 | $10.7M | 0.40% | −37,392−9.0% | Reduced |
| LSV Asset Management | 367,700 | $10.5M | 0.02% | −58,700−13.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 362,820 | $10.3M | 0.03% | +105,630+41.1% | Added |
| Jacobs Levy Equity Management, Inc | 345,646 | $9.83M | 0.03% | +4,952+1.5% | Added |
| Bayview Asset Management, LLC | 344,828 | $9.33M | 12.18% | +344,828 | New |
| Basswood Capital Management, L.L.C. | 271,519 | $7.72M | 0.45% | +123,725+83.7% | Added |
| Verition Fund Management LLC | 270,245 | $7.68M | 0.04% | +270,245 | New |
| Ameriprise Financial Inc | 263,234 | $7.48M | 0.00% | +9,175+3.6% | Added |
| Bridgeway Capital Management, LLC | 259,832 | $7.39M | 0.17% | +7,012+2.8% | Added |
| UBS Group AG | 244,896 | $6.96M | 0.00% | +186,975+322.8% | Added |
| JPMorgan Chase & Co | 243,995 | $6.94M | 0.00% | +53,322+28.0% | Added |
| Assenagon Asset Management S.A. | 234,665 | $6.67M | 0.01% | +234,665 | New |
| Strategic Value Bank Partners LLC | 226,113 | $6.43M | 4.15% | +9,333+4.3% | Added |
| Two Sigma Investments, LP | 212,123 | $6.03M | 0.01% | −6,033−2.8% | Reduced |
| Voya Investment Management LLC | 209,245 | $5.95M | 0.01% | −1,584−0.8% | Reduced |
| LPL Financial LLC | 206,010 | $5.86M | 0.00% | −156−0.1% | Reduced |
| Principal Financial Group Inc | 204,481 | $5.81M | 0.00% | +5,500+2.8% | Added |
| Grace & White Inc | 199,010 | $5.66M | 1.06% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 185,900 | $5.29M | 0.01% | −19,500−9.5% | Reduced |
| HSBC Holdings PLC | 179,779 | $5.08M | 0.00% | +162,850+962.0% | Added |
| Glendon Capital Management LP | 172,413 | $4.90M | 0.30% | +172,413 | New |
| Fourthstone LLC | 155,171 | $4.41M | 0.86% | +155,171 | New |
| Kestrel Investment Management Corp | 147,750 | $4.20M | 2.32% | 00.0% | Unchanged |
| Empowered Funds, LLC | 144,832 | $4.12M | 0.06% | +7,012+5.1% | Added |
| Commonwealth Equity Services, LLC | 141,775 | $4.03M | 0.01% | +14,750+11.6% | Added |
| Jacobs Asset Management, LLC | 137,931 | $3.92M | 2.51% | +137,931 | New |
| Norges Bank | 132,574 | $3.77M | 0.00% | −21,446−13.9% | Reduced |
| Bank of America Corp | 132,015 | $3.75M | 0.00% | −11,467−8.0% | Reduced |
| Rhumbline Advisers | 129,923 | $3.69M | 0.00% | +2,763+2.2% | Added |
| UBS Asset Management Americas Inc | 121,169 | $3.44M | 0.00% | −3,134−2.5% | Reduced |
| Legal & General Group Plc | 117,937 | $3.35M | 0.00% | +3,807+3.3% | Added |
| Tudor Investment Corp Et Al | 105,477 | $3.00M | 0.03% | +105,477 | New |
| Public Sector Pension Investment Board | 105,005 | $2.99M | 0.01% | +15,473+17.3% | Added |
| Barclays PLC | 93,387 | $2.65M | 0.00% | −2,993−3.1% | Reduced |
| Citigroup Inc | 88,362 | $2.51M | 0.00% | +360.0% | Added |
| Banc Funds Co LLC | 86,206 | $2.45M | 0.27% | +86,206 | New |
| Thrivent Financial for Lutherans | 85,970 | $2.44M | 0.00% | +320.0% | Added |
| Swiss National Bank | 84,500 | $2.40M | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 82,767 | $2.35M | 0.00% | −4,460−5.1% | Reduced |
| FJ Capital Management LLC | 76,988 | $2.19M | 0.25% | +76,988 | New |
| Prudential Financial Inc | 68,702 | $2.10M | 0.00% | −5,530−7.4% | Reduced |
| Cinctive Capital Management LP | 72,047 | $2.05M | 0.11% | +72,047 | New |
| Cubist Systematic Strategies, LLC | 69,594 | $1.98M | 0.03% | +53,970+345.4% | Added |
| Voloridge Investment Management, LLC | 64,760 | $1.84M | 0.01% | +64,760 | New |
| Jackson Creek Investment Advisors LLC | 55,290 | $1.57M | 0.47% | +55,290 | New |
| Macquarie Group Ltd | 54,900 | $1.56M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 54,795 | $1.56M | 0.00% | +2,565+4.9% | Added |
| Great West Life Assurance Co | 54,301 | $1.54M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 50,033 | $1.42M | 0.00% | +20,863+71.5% | Added |
| Trexquant Investment LP | 48,388 | $1.38M | 0.02% | −83,664−63.4% | Reduced |
| Rafferty Asset Management, LLC | 48,309 | $1.37M | 0.00% | −14,201−22.7% | Reduced |
| Engineers Gate Manager LP | 46,083 | $1.31M | 0.02% | +34,953+314.0% | Added |
| Public Employees Retirement System of Ohio | 44,990 | $1.28M | 0.00% | +44,990 | New |
| BNP Paribas Arbitrage, SA | 42,427 | $1.21M | 0.00% | +5,356+14.4% | Added |
| California State Teachers Retirement System | 40,185 | $1.14M | 0.00% | −717−1.8% | Reduced |
| AQR Capital Management LLC | 38,781 | $1.10M | 0.00% | +11,058+39.9% | Added |
| Deutsche Bank AG | 37,581 | $1.07M | 0.00% | +11,932+46.5% | Added |
| Wakefield Asset Management LLLP | 36,738 | $1.04M | 0.35% | +36,738 | New |
| Franklin Resources Inc | 36,663 | $1.04M | 0.00% | −287−0.8% | Reduced |
| Cetera Investment Advisers | 36,241 | $1.03M | 0.00% | +6,457+21.7% | Added |
| Danske Bank A/S | 35,422 | $1.01M | 0.00% | +35,422 | New |
| Graham Capital Management, L.P. | 35,373 | $1.01M | 0.03% | +35,373 | New |
| GWM Advisors LLC | 35,259 | $1.00M | 0.01% | +60.0% | Added |
| FMR LLC | 35,207 | $1.00M | 0.00% | +19,796+128.5% | Added |
| Ensign Peak Advisors, Inc | 34,452 | $979.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 34,397 | $977.9K | 0.00% | −1,165−3.3% | Reduced |
| SummerHaven Investment Management, LLC | 33,801 | $961.0K | 0.59% | 00.0% | Unchanged |
| PDT Partners, LLC | 32,326 | $919.0K | 0.08% | −10.0% | Reduced |
| Select Asset Management & Trust | 32,245 | $917.0K | 0.36% | 00.0% | Unchanged |
| Jump Financial, LLC | 30,942 | $879.7K | 0.02% | +5,206+20.2% | Added |
| Wells Fargo & Company | 28,202 | $801.8K | 0.00% | +2,242+8.6% | Added |
| State of Tennessee, Treasury Department | 26,510 | $753.7K | 0.00% | −5,055−16.0% | Reduced |
| D. E. Shaw & Co., Inc. | 25,240 | $717.6K | 0.00% | −85,102−77.1% | Reduced |
| MetLife Investment Management | 25,083 | $713.1K | 0.00% | −303−1.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,406 | $693.9K | 0.00% | +905+3.9% | Added |
| State of Alaska, Department of Revenue | 23,938 | $680.0K | 0.01% | −144−0.6% | Reduced |
| Susquehanna International Group, LLP | 23,151 | $658.2K | 0.00% | −7,010−23.2% | Reduced |