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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 16,390 | $428.0K | 0.00% | +3,022+22.6% | Added |
| Yousif Capital Management, LLC | 16,543 | $431.6K | 0.01% | +564+3.5% | Added |
| BNP Paribas Arbitrage, SA | 17,798 | $464.4K | 0.00% | −24,629−58.1% | Reduced |
| South Dakota Investment Council | 18,052 | $471.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 18,163 | $473.9K | 0.01% | +18,163 | New |
| Ieq Capital, LLC | 19,497 | $508.7K | 0.00% | +19,497 | New |
| PDT Partners, LLC | 20,689 | $539.8K | 0.04% | −11,637−36.0% | Reduced |
| Gamco Investors, Inc. Et Al | 20,825 | $543.3K | 0.01% | +400+2.0% | Added |
| Janus Henderson Group PLC | 20,856 | $545.1K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 21,047 | $549.1K | 0.02% | +21,047 | New |
| Louisiana State Employees Retirement System | 21,500 | $560.9K | 0.01% | +1,100+5.4% | Added |
| State of Tennessee, Treasury Department | 21,856 | $570.2K | 0.00% | −4,654−17.6% | Reduced |
| Manufacturers Life Insurance Company, The | 21,877 | $570.8K | 0.00% | +809+3.8% | Added |
| Corebridge Financial, Inc. | 22,507 | $587.2K | 0.00% | −326−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 23,447 | $611.7K | 0.01% | +693+3.0% | Added |
| Quest Partners LLC | 23,979 | $625.6K | 0.07% | +4,867+25.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,326 | $634.7K | 0.00% | +10,903+81.2% | Added |
| Centiva Capital, LP | 24,329 | $634.7K | 0.04% | +10,523+76.2% | Added |
| MetLife Investment Management | 24,804 | $647.1K | 0.00% | −279−1.1% | Reduced |
| State of Alaska, Department of Revenue | 25,270 | $659.0K | 0.01% | +1,332+5.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,523 | $665.9K | 0.00% | +1,117+4.6% | Added |
| Royal Bank of Canada | 25,671 | $669.0K | 0.00% | +2,516+10.9% | Added |
| Ironwood Investment Management LLC | 25,683 | $670.1K | 0.37% | +9,664+60.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 26,033 | $679.2K | 0.00% | +25,663+6,935.9% | Added |
| Comerica Bank | 26,455 | $690.2K | 0.00% | +8,532+47.6% | Added |
| Russell Investments Group, Ltd. | 28,677 | $748.2K | 0.00% | +26,412+1,166.1% | Added |
| Raymond James Financial Inc | 29,013 | $756.9K | 0.00% | +11,962+70.2% | Added |
| Wells Fargo & Company | 29,565 | $771.4K | 0.00% | +1,363+4.8% | Added |
| Allianz Asset Management GmbH | 31,700 | $827.1K | 0.00% | +19,200+153.6% | Added |
| Fagan Associates, Inc. | 32,000 | $834.9K | 0.14% | +32,000 | New |
| Select Asset Management & Trust | 32,245 | $841.0K | 0.34% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 33,040 | $863.0K | 0.12% | +33,040 | New |
| SummerHaven Investment Management, LLC | 34,290 | $894.6K | 0.62% | +489+1.4% | Added |
| Ensign Peak Advisors, Inc | 34,452 | $898.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 34,497 | $900.0K | 0.03% | +13,566+64.8% | Added |
| GWM Advisors LLC | 35,262 | $920.0K | 0.01% | +30.0% | Added |
| Cetera Investment Advisers | 35,294 | $920.8K | 0.00% | −947−2.6% | Reduced |
| Jefferies Financial Group Inc. | 35,500 | $926.2K | 0.02% | +22,900+181.7% | Added |
| Franklin Resources Inc | 36,411 | $950.0K | 0.00% | −252−0.7% | Reduced |
| Intech Investment Management LLC | 37,248 | $971.8K | 0.01% | +14,598+64.5% | Added |
| Public Employees Retirement System of Ohio | 39,225 | $1.02M | 0.00% | −5,765−12.8% | Reduced |
| Wakefield Asset Management LLLP | 39,689 | $1.04M | 0.31% | +2,951+8.0% | Added |
| California State Teachers Retirement System | 40,185 | $1.05M | 0.00% | 00.0% | Unchanged |
| Fourthstone LLC | 40,500 | $1.06M | 0.26% | −114,671−73.9% | Reduced |
| Jump Financial, LLC | 44,300 | $1.16M | 0.02% | +13,358+43.2% | Added |
| FMR LLC | 44,456 | $1.16M | 0.00% | +9,249+26.3% | Added |
| Balyasny Asset Management LLC | 44,647 | $1.16M | 0.00% | −5,386−10.8% | Reduced |
| Alliancebernstein L.P. | 45,745 | $1.19M | 0.00% | −1,041,955−95.8% | Reduced |
| Marshall Wace, LLP | 50,207 | $1.31M | 0.00% | +50,207 | New |
| Engineers Gate Manager LP | 52,082 | $1.36M | 0.02% | +5,999+13.0% | Added |
| Great West Life Assurance Co | 52,480 | $1.37M | 0.00% | −1,821−3.4% | Reduced |
| Danske Bank A/S | 54,032 | $1.41M | 0.00% | +18,610+52.5% | Added |
| Macquarie Group Ltd | 54,900 | $1.43M | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 55,175 | $1.44M | 0.05% | +19,802+56.0% | Added |
| Jackson Creek Investment Advisors LLC | 55,256 | $1.44M | 0.46% | −34−0.1% | Reduced |
| First Trust Advisors LP | 59,523 | $1.55M | 0.00% | +25,126+73.0% | Added |
| Price T Rowe Associates Inc | 60,705 | $1.58M | 0.00% | +5,910+10.8% | Added |
| Rafferty Asset Management, LLC | 62,016 | $1.62M | 0.01% | +13,707+28.4% | Added |
| Ategra Capital Management, LLC | 69,965 | $1.83M | 1.48% | +69,965 | New |
| Man Group plc | 71,746 | $1.87M | 0.01% | +64,151+844.6% | Added |
| Norges Bank | 74,307 | $1.94M | 0.00% | −58,267−44.0% | Reduced |
| Barclays PLC | 78,626 | $2.05M | 0.00% | −14,761−15.8% | Reduced |
| Susquehanna International Group, LLP | 79,044 | $2.06M | 0.00% | +55,893+241.4% | Added |
| Tudor Investment Corp Et Al | 83,048 | $2.17M | 0.02% | −22,429−21.3% | Reduced |
| Swiss National Bank | 83,300 | $2.17M | 0.00% | −1,200−1.4% | Reduced |
| Banc Funds Co LLC | 86,206 | $2.25M | 0.30% | 00.0% | Unchanged |
| SEI Investments Co | 86,398 | $2.25M | 0.00% | +3,631+4.4% | Added |
| Thrivent Financial for Lutherans | 86,882 | $2.27M | 0.00% | +912+1.1% | Added |
| Numerai GP LLC | 96,003 | $2.50M | 0.47% | +96,003 | New |
| D. E. Shaw & Co., Inc. | 108,760 | $2.84M | 0.00% | +83,520+330.9% | Added |
| Deutsche Bank AG | 110,444 | $2.88M | 0.00% | +72,863+193.9% | Added |
| Voloridge Investment Management, LLC | 120,338 | $3.14M | 0.01% | +55,578+85.8% | Added |
| JPMorgan Chase & Co | 120,387 | $3.14M | 0.00% | −123,608−50.7% | Reduced |
| Legal & General Group Plc | 120,973 | $3.16M | 0.00% | +3,036+2.6% | Added |
| Rhumbline Advisers | 128,306 | $3.35M | 0.00% | −1,617−1.2% | Reduced |
| Jacobs Asset Management, LLC | 137,931 | $3.60M | 2.28% | 00.0% | Unchanged |
| AQR Capital Management LLC | 142,057 | $3.71M | 0.00% | +103,276+266.3% | Added |
| Commonwealth Equity Services, LLC | 142,291 | $3.71M | 0.01% | +516+0.4% | Added |
| UBS Asset Management Americas Inc | 142,694 | $3.72M | 0.00% | +21,525+17.8% | Added |
| Public Sector Pension Investment Board | 144,631 | $3.77M | 0.02% | +39,626+37.7% | Added |
| Kestrel Investment Management Corp | 147,750 | $3.85M | 2.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 149,532 | $3.90M | 0.06% | +4,700+3.2% | Added |
| Jupiter Asset Management Ltd | 155,573 | $4.06M | 0.04% | +155,573 | New |
| Glendon Capital Management LP | 172,413 | $4.50M | 0.26% | 00.0% | Unchanged |
| Verition Fund Management LLC | 179,274 | $4.68M | 0.03% | −90,971−33.7% | Reduced |
| EJF Capital LLC | 181,183 | $4.73M | 3.00% | +181,183 | New |
| Citigroup Inc | 182,481 | $4.76M | 0.00% | +94,119+106.5% | Added |
| Jacobs Levy Equity Management, Inc | 188,328 | $4.91M | 0.02% | −157,318−45.5% | Reduced |
| Prudential Financial Inc | 198,242 | $5.17M | 0.01% | +129,540+188.6% | Added |
| Grace & White Inc | 199,010 | $5.19M | 0.99% | 00.0% | Unchanged |
| LPL Financial LLC | 206,516 | $5.39M | 0.00% | +506+0.2% | Added |
| Cubist Systematic Strategies, LLC | 211,314 | $5.51M | 0.07% | +141,720+203.6% | Added |
| UBS Group AG | 221,654 | $5.78M | 0.00% | −23,242−9.5% | Reduced |
| Principal Financial Group Inc | 226,935 | $5.92M | 0.00% | +22,454+11.0% | Added |
| Voya Investment Management LLC | 229,502 | $5.99M | 0.01% | +20,257+9.7% | Added |
| Maltese Capital Management LLC | 257,500 | $6.72M | 1.09% | +241,380+1,497.4% | Added |
| Bridgeway Capital Management, LLC | 264,532 | $6.90M | 0.17% | +4,700+1.8% | Added |
| Basswood Capital Management, L.L.C. | 271,519 | $7.08M | 0.40% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 286,280 | $7.47M | 0.00% | +23,046+8.8% | Added |
| Aristotle Capital Boston, LLC | 305,691 | $7.98M | 0.40% | −70,366−18.7% | Reduced |