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, Q1 2025
Institutional positions in Beacon Financial Corp as of Mar 31, 2025. 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
- 230
- +17 vs. Q4 2024
- Shares held
- 43.2M
- +3.74M (+9.5%) vs. Q4 2024
- Total value
- $1.13B
- +$5.67M (+0.5%) vs. Q4 2024
- New holders
- 34
- 99 more added
- Sold out
- 17
- 53 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,889,563 | $179.7M | 0.00% | +700,685+11.3% | Added |
| Vanguard Group Inc | 5,257,565 | $137.2M | 0.00% | +105,497+2.0% | Added |
| Dimensional Fund Advisors LP | 2,689,705 | $70.2M | 0.02% | +3,424+0.1% | Added |
| State Street Corp | 2,302,704 | $60.1M | 0.00% | +44,238+2.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,842,975 | $48.1M | 0.19% | +1,151,107+166.4% | Added |
| Invesco Ltd. | 1,355,863 | $35.4M | 0.01% | +64,316+5.0% | Added |
| Adage Capital Partners GP, L.L.C. | 1,175,620 | $30.7M | 0.06% | +141,137+13.6% | Added |
| Citadel Advisors LLC | 1,110,807 | $29.0M | 0.03% | +142,864+14.8% | Added |
| Geode Capital Management, LLC | 1,045,071 | $27.3M | 0.00% | +69,767+7.2% | Added |
| Systematic Financial Management LP | 995,788 | $26.0M | 0.74% | −4,073−0.4% | Reduced |
| Morgan Stanley | 746,358 | $19.5M | 0.00% | +61,779+9.0% | Added |
| Nuveen, LLC | 688,613 | $18.0M | 0.01% | +688,613 | New |
| ExodusPoint Capital Management, LP | 582,606 | $15.2M | 0.20% | +66,003+12.8% | Added |
| Renaissance Technologies LLC | 565,421 | $14.8M | 0.02% | +159,100+39.2% | Added |
| American Century Companies Inc | 548,020 | $14.3M | 0.01% | −77,804−12.4% | Reduced |
| Strategic Value Bank Partners LLC | 530,489 | $13.8M | 8.86% | +304,376+134.6% | Added |
| Northern Trust Corp | 505,873 | $13.2M | 0.00% | +2,690+0.5% | Added |
| Arrowstreet Capital, Limited Partnership | 499,345 | $13.0M | 0.01% | +58,202+13.2% | Added |
| Charles Schwab Investment Management Inc | 484,357 | $12.6M | 0.00% | +61,050+14.4% | Added |
| Two Sigma Investments, LP | 467,070 | $12.2M | 0.03% | +254,947+120.2% | Added |
| Wellington Management Group LLP | 452,814 | $11.8M | 0.00% | −599,336−57.0% | Reduced |
| Bank of New York Mellon Corp | 447,363 | $11.7M | 0.00% | −1,646−0.4% | Reduced |
| Goldman Sachs Group Inc | 440,151 | $11.5M | 0.00% | −74,347−14.5% | Reduced |
| Assenagon Asset Management S.A. | 429,887 | $11.2M | 0.02% | +195,222+83.2% | Added |
| Bank of America Corp | 371,915 | $9.70M | 0.00% | +239,900+181.7% | Added |
| Millennium Management LLC | 360,794 | $9.41M | 0.01% | −176,427−32.8% | Reduced |
| LSV Asset Management | 358,700 | $9.36M | 0.02% | −9,000−2.4% | Reduced |
| Two Sigma Advisers, LP | 348,800 | $9.10M | 0.02% | +162,900+87.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 346,300 | $9.03M | 0.03% | −16,520−4.6% | Reduced |
| Bayview Asset Management, LLC | 344,828 | $9.00M | 10.11% | 00.0% | Unchanged |
| Aristotle Capital Boston, LLC | 305,691 | $7.98M | 0.40% | −70,366−18.7% | Reduced |
| Ameriprise Financial Inc | 286,280 | $7.47M | 0.00% | +23,046+8.8% | Added |
| Basswood Capital Management, L.L.C. | 271,519 | $7.08M | 0.40% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 264,532 | $6.90M | 0.17% | +4,700+1.8% | Added |
| Maltese Capital Management LLC | 257,500 | $6.72M | 1.09% | +241,380+1,497.4% | Added |
| Voya Investment Management LLC | 229,502 | $5.99M | 0.01% | +20,257+9.7% | Added |
| Principal Financial Group Inc | 226,935 | $5.92M | 0.00% | +22,454+11.0% | Added |
| UBS Group AG | 221,654 | $5.78M | 0.00% | −23,242−9.5% | Reduced |
| Cubist Systematic Strategies, LLC | 211,314 | $5.51M | 0.07% | +141,720+203.6% | Added |
| LPL Financial LLC | 206,516 | $5.39M | 0.00% | +506+0.2% | Added |
| Grace & White Inc | 199,010 | $5.19M | 0.99% | 00.0% | Unchanged |
| Prudential Financial Inc | 198,242 | $5.17M | 0.01% | +129,540+188.6% | Added |
| Jacobs Levy Equity Management, Inc | 188,328 | $4.91M | 0.02% | −157,318−45.5% | Reduced |
| Citigroup Inc | 182,481 | $4.76M | 0.00% | +94,119+106.5% | Added |
| EJF Capital LLC | 181,183 | $4.73M | 3.00% | +181,183 | New |
| Verition Fund Management LLC | 179,274 | $4.68M | 0.03% | −90,971−33.7% | Reduced |
| Glendon Capital Management LP | 172,413 | $4.50M | 0.26% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 155,573 | $4.06M | 0.04% | +155,573 | New |
| Empowered Funds, LLC | 149,532 | $3.90M | 0.06% | +4,700+3.2% | Added |
| Kestrel Investment Management Corp | 147,750 | $3.85M | 2.35% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 144,631 | $3.77M | 0.02% | +39,626+37.7% | Added |
| UBS Asset Management Americas Inc | 142,694 | $3.72M | 0.00% | +21,525+17.8% | Added |
| Commonwealth Equity Services, LLC | 142,291 | $3.71M | 0.01% | +516+0.4% | Added |
| AQR Capital Management LLC | 142,057 | $3.71M | 0.00% | +103,276+266.3% | Added |
| Jacobs Asset Management, LLC | 137,931 | $3.60M | 2.28% | 00.0% | Unchanged |
| Rhumbline Advisers | 128,306 | $3.35M | 0.00% | −1,617−1.2% | Reduced |
| Legal & General Group Plc | 120,973 | $3.16M | 0.00% | +3,036+2.6% | Added |
| JPMorgan Chase & Co | 120,387 | $3.14M | 0.00% | −123,608−50.7% | Reduced |
| Voloridge Investment Management, LLC | 120,338 | $3.14M | 0.01% | +55,578+85.8% | Added |
| Deutsche Bank AG | 110,444 | $2.88M | 0.00% | +72,863+193.9% | Added |
| D. E. Shaw & Co., Inc. | 108,760 | $2.84M | 0.00% | +83,520+330.9% | Added |
| Numerai GP LLC | 96,003 | $2.50M | 0.47% | +96,003 | New |
| Thrivent Financial for Lutherans | 86,882 | $2.27M | 0.00% | +912+1.1% | Added |
| SEI Investments Co | 86,398 | $2.25M | 0.00% | +3,631+4.4% | Added |
| Banc Funds Co LLC | 86,206 | $2.25M | 0.30% | 00.0% | Unchanged |
| Swiss National Bank | 83,300 | $2.17M | 0.00% | −1,200−1.4% | Reduced |
| Tudor Investment Corp Et Al | 83,048 | $2.17M | 0.02% | −22,429−21.3% | Reduced |
| Susquehanna International Group, LLP | 79,044 | $2.06M | 0.00% | +55,893+241.4% | Added |
| Barclays PLC | 78,626 | $2.05M | 0.00% | −14,761−15.8% | Reduced |
| Norges Bank | 74,307 | $1.94M | 0.00% | −58,267−44.0% | Reduced |
| Man Group plc | 71,746 | $1.87M | 0.01% | +64,151+844.6% | Added |
| Ategra Capital Management, LLC | 69,965 | $1.83M | 1.48% | +69,965 | New |
| Rafferty Asset Management, LLC | 62,016 | $1.62M | 0.01% | +13,707+28.4% | Added |
| Price T Rowe Associates Inc | 60,705 | $1.58M | 0.00% | +5,910+10.8% | Added |
| First Trust Advisors LP | 59,523 | $1.55M | 0.00% | +25,126+73.0% | Added |
| Jackson Creek Investment Advisors LLC | 55,256 | $1.44M | 0.46% | −34−0.1% | Reduced |
| Graham Capital Management, L.P. | 55,175 | $1.44M | 0.05% | +19,802+56.0% | Added |
| Macquarie Group Ltd | 54,900 | $1.43M | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 54,032 | $1.41M | 0.00% | +18,610+52.5% | Added |
| Great West Life Assurance Co | 52,480 | $1.37M | 0.00% | −1,821−3.4% | Reduced |
| Engineers Gate Manager LP | 52,082 | $1.36M | 0.02% | +5,999+13.0% | Added |
| Marshall Wace, LLP | 50,207 | $1.31M | 0.00% | +50,207 | New |
| Alliancebernstein L.P. | 45,745 | $1.19M | 0.00% | −1,041,955−95.8% | Reduced |
| Balyasny Asset Management LLC | 44,647 | $1.16M | 0.00% | −5,386−10.8% | Reduced |
| FMR LLC | 44,456 | $1.16M | 0.00% | +9,249+26.3% | Added |
| Jump Financial, LLC | 44,300 | $1.16M | 0.02% | +13,358+43.2% | Added |
| Fourthstone LLC | 40,500 | $1.06M | 0.26% | −114,671−73.9% | Reduced |
| California State Teachers Retirement System | 40,185 | $1.05M | 0.00% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 39,689 | $1.04M | 0.31% | +2,951+8.0% | Added |
| Public Employees Retirement System of Ohio | 39,225 | $1.02M | 0.00% | −5,765−12.8% | Reduced |
| Intech Investment Management LLC | 37,248 | $971.8K | 0.01% | +14,598+64.5% | Added |
| Franklin Resources Inc | 36,411 | $950.0K | 0.00% | −252−0.7% | Reduced |
| Jefferies Financial Group Inc. | 35,500 | $926.2K | 0.02% | +22,900+181.7% | Added |
| Cetera Investment Advisers | 35,294 | $920.8K | 0.00% | −947−2.6% | Reduced |
| GWM Advisors LLC | 35,262 | $920.0K | 0.01% | +30.0% | Added |
| Quantbot Technologies LP | 34,497 | $900.0K | 0.03% | +13,566+64.8% | Added |
| Ensign Peak Advisors, Inc | 34,452 | $898.9K | 0.00% | 00.0% | Unchanged |
| SummerHaven Investment Management, LLC | 34,290 | $894.6K | 0.62% | +489+1.4% | Added |
| Dynamic Technology Lab Private Ltd | 33,040 | $863.0K | 0.12% | +33,040 | New |
| Select Asset Management & Trust | 32,245 | $841.0K | 0.34% | 00.0% | Unchanged |