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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 18,052 | $513.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 19,112 | $543.4K | 0.07% | −6,482−25.3% | Reduced |
| Jane Street Group, LLC | 19,991 | $568.3K | 0.00% | −16,067−44.6% | Reduced |
| Amundi | 20,470 | $570.9K | 0.00% | +13,337+187.0% | Added |
| Louisiana State Employees Retirement System | 20,400 | $580.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,425 | $580.7K | 0.01% | +1,425+7.5% | Added |
| XTX Topco Ltd | 20,684 | $588.0K | 0.05% | +20,684 | New |
| Janus Henderson Group PLC | 20,856 | $592.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,931 | $595.1K | 0.02% | +20,931 | New |
| US Bancorp | 21,017 | $597.5K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,068 | $599.0K | 0.00% | −408−1.9% | Reduced |
| Intech Investment Management LLC | 22,650 | $643.9K | 0.01% | +8,549+60.6% | Added |
| Illinois Municipal Retirement Fund | 22,754 | $646.9K | 0.01% | −871−3.7% | Reduced |
| Corebridge Financial, Inc. | 22,833 | $649.1K | 0.00% | −1,783−7.2% | Reduced |
| Royal Bank of Canada | 23,155 | $658.0K | 0.00% | +418+1.8% | Added |
| Susquehanna International Group, LLP | 23,151 | $658.2K | 0.00% | −7,010−23.2% | Reduced |
| State of Alaska, Department of Revenue | 23,938 | $680.0K | 0.01% | −144−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,406 | $693.9K | 0.00% | +905+3.9% | Added |
| MetLife Investment Management | 25,083 | $713.1K | 0.00% | −303−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 25,240 | $717.6K | 0.00% | −85,102−77.1% | Reduced |
| State of Tennessee, Treasury Department | 26,510 | $753.7K | 0.00% | −5,055−16.0% | Reduced |
| Wells Fargo & Company | 28,202 | $801.8K | 0.00% | +2,242+8.6% | Added |
| Jump Financial, LLC | 30,942 | $879.7K | 0.02% | +5,206+20.2% | Added |
| Select Asset Management & Trust | 32,245 | $917.0K | 0.36% | 00.0% | Unchanged |
| PDT Partners, LLC | 32,326 | $919.0K | 0.08% | −10.0% | Reduced |
| SummerHaven Investment Management, LLC | 33,801 | $961.0K | 0.59% | 00.0% | Unchanged |
| First Trust Advisors LP | 34,397 | $977.9K | 0.00% | −1,165−3.3% | Reduced |
| Ensign Peak Advisors, Inc | 34,452 | $979.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 35,207 | $1.00M | 0.00% | +19,796+128.5% | Added |
| GWM Advisors LLC | 35,259 | $1.00M | 0.01% | +60.0% | Added |
| Graham Capital Management, L.P. | 35,373 | $1.01M | 0.03% | +35,373 | New |
| Danske Bank A/S | 35,422 | $1.01M | 0.00% | +35,422 | New |
| Cetera Investment Advisers | 36,241 | $1.03M | 0.00% | +6,457+21.7% | Added |
| Franklin Resources Inc | 36,663 | $1.04M | 0.00% | −287−0.8% | Reduced |
| Wakefield Asset Management LLLP | 36,738 | $1.04M | 0.35% | +36,738 | New |
| Deutsche Bank AG | 37,581 | $1.07M | 0.00% | +11,932+46.5% | Added |
| AQR Capital Management LLC | 38,781 | $1.10M | 0.00% | +11,058+39.9% | Added |
| California State Teachers Retirement System | 40,185 | $1.14M | 0.00% | −717−1.8% | Reduced |
| BNP Paribas Arbitrage, SA | 42,427 | $1.21M | 0.00% | +5,356+14.4% | Added |
| Public Employees Retirement System of Ohio | 44,990 | $1.28M | 0.00% | +44,990 | New |
| Engineers Gate Manager LP | 46,083 | $1.31M | 0.02% | +34,953+314.0% | Added |
| Rafferty Asset Management, LLC | 48,309 | $1.37M | 0.00% | −14,201−22.7% | Reduced |
| Trexquant Investment LP | 48,388 | $1.38M | 0.02% | −83,664−63.4% | Reduced |
| Balyasny Asset Management LLC | 50,033 | $1.42M | 0.00% | +20,863+71.5% | Added |
| Great West Life Assurance Co | 54,301 | $1.54M | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 54,795 | $1.56M | 0.00% | +2,565+4.9% | Added |
| Macquarie Group Ltd | 54,900 | $1.56M | 0.00% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 55,290 | $1.57M | 0.47% | +55,290 | New |
| Voloridge Investment Management, LLC | 64,760 | $1.84M | 0.01% | +64,760 | New |
| Cubist Systematic Strategies, LLC | 69,594 | $1.98M | 0.03% | +53,970+345.4% | Added |
| Cinctive Capital Management LP | 72,047 | $2.05M | 0.11% | +72,047 | New |
| Prudential Financial Inc | 68,702 | $2.10M | 0.00% | −5,530−7.4% | Reduced |
| FJ Capital Management LLC | 76,988 | $2.19M | 0.25% | +76,988 | New |
| SEI Investments Co | 82,767 | $2.35M | 0.00% | −4,460−5.1% | Reduced |
| Swiss National Bank | 84,500 | $2.40M | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 85,970 | $2.44M | 0.00% | +320.0% | Added |
| Banc Funds Co LLC | 86,206 | $2.45M | 0.27% | +86,206 | New |
| Citigroup Inc | 88,362 | $2.51M | 0.00% | +360.0% | Added |
| Barclays PLC | 93,387 | $2.65M | 0.00% | −2,993−3.1% | Reduced |
| Public Sector Pension Investment Board | 105,005 | $2.99M | 0.01% | +15,473+17.3% | Added |
| Tudor Investment Corp Et Al | 105,477 | $3.00M | 0.03% | +105,477 | New |
| Legal & General Group Plc | 117,937 | $3.35M | 0.00% | +3,807+3.3% | Added |
| UBS Asset Management Americas Inc | 121,169 | $3.44M | 0.00% | −3,134−2.5% | Reduced |
| Rhumbline Advisers | 129,923 | $3.69M | 0.00% | +2,763+2.2% | Added |
| Bank of America Corp | 132,015 | $3.75M | 0.00% | −11,467−8.0% | Reduced |
| Norges Bank | 132,574 | $3.77M | 0.00% | −21,446−13.9% | Reduced |
| Jacobs Asset Management, LLC | 137,931 | $3.92M | 2.51% | +137,931 | New |
| Commonwealth Equity Services, LLC | 141,775 | $4.03M | 0.01% | +14,750+11.6% | Added |
| Empowered Funds, LLC | 144,832 | $4.12M | 0.06% | +7,012+5.1% | Added |
| Kestrel Investment Management Corp | 147,750 | $4.20M | 2.32% | 00.0% | Unchanged |
| Fourthstone LLC | 155,171 | $4.41M | 0.86% | +155,171 | New |
| Glendon Capital Management LP | 172,413 | $4.90M | 0.30% | +172,413 | New |
| HSBC Holdings PLC | 179,779 | $5.08M | 0.00% | +162,850+962.0% | Added |
| Two Sigma Advisers, LP | 185,900 | $5.29M | 0.01% | −19,500−9.5% | Reduced |
| Grace & White Inc | 199,010 | $5.66M | 1.06% | 00.0% | Unchanged |
| Principal Financial Group Inc | 204,481 | $5.81M | 0.00% | +5,500+2.8% | Added |
| LPL Financial LLC | 206,010 | $5.86M | 0.00% | −156−0.1% | Reduced |
| Voya Investment Management LLC | 209,245 | $5.95M | 0.01% | −1,584−0.8% | Reduced |
| Two Sigma Investments, LP | 212,123 | $6.03M | 0.01% | −6,033−2.8% | Reduced |
| Strategic Value Bank Partners LLC | 226,113 | $6.43M | 4.15% | +9,333+4.3% | Added |
| Assenagon Asset Management S.A. | 234,665 | $6.67M | 0.01% | +234,665 | New |
| JPMorgan Chase & Co | 243,995 | $6.94M | 0.00% | +53,322+28.0% | Added |
| UBS Group AG | 244,896 | $6.96M | 0.00% | +186,975+322.8% | Added |
| Bridgeway Capital Management, LLC | 259,832 | $7.39M | 0.17% | +7,012+2.8% | Added |
| Ameriprise Financial Inc | 263,234 | $7.48M | 0.00% | +9,175+3.6% | Added |
| Verition Fund Management LLC | 270,245 | $7.68M | 0.04% | +270,245 | New |
| Basswood Capital Management, L.L.C. | 271,519 | $7.72M | 0.45% | +123,725+83.7% | Added |
| Bayview Asset Management, LLC | 344,828 | $9.33M | 12.18% | +344,828 | New |
| Jacobs Levy Equity Management, Inc | 345,646 | $9.83M | 0.03% | +4,952+1.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 362,820 | $10.3M | 0.03% | +105,630+41.1% | Added |
| LSV Asset Management | 367,700 | $10.5M | 0.02% | −58,700−13.8% | Reduced |
| Aristotle Capital Boston, LLC | 376,057 | $10.7M | 0.40% | −37,392−9.0% | Reduced |
| Renaissance Technologies LLC | 406,321 | $11.6M | 0.02% | −16,400−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 423,307 | $12.0M | 0.00% | +15,383+3.8% | Added |
| Arrowstreet Capital, Limited Partnership | 441,143 | $12.5M | 0.01% | +99,538+29.1% | Added |
| Bank of New York Mellon Corp | 449,009 | $12.8M | 0.00% | −15,175−3.3% | Reduced |
| Northern Trust Corp | 503,183 | $14.3M | 0.00% | −48,768−8.8% | Reduced |
| Goldman Sachs Group Inc | 514,498 | $14.6M | 0.00% | −31,242−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 516,603 | $14.7M | 0.15% | +445,228+623.8% | Added |
| Millennium Management LLC | 537,221 | $15.3M | 0.01% | +237,607+79.3% | Added |