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, Q2 2025
Institutional positions in Beacon Financial Corp as of Jun 30, 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
- 231
- +3 vs. Q1 2025
- Shares held
- 44.8M
- +1.65M (+3.8%) vs. Q1 2025
- Total value
- $1.12B
- −$4.04M (−0.4%) vs. Q1 2025
- New holders
- 32
- 100 more added
- Sold out
- 29
- 59 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 29,025 | $726.8K | 0.01% | −8,223−22.1% | Reduced |
| Integrated Quantitative Investments LLC | 28,408 | $711.3K | 0.21% | +28,408 | New |
| Norges Bank | 28,015 | $701.5K | 0.00% | −46,292−62.3% | Reduced |
| State of Alaska, Department of Revenue | 27,161 | $679.0K | 0.01% | +1,891+7.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 25,478 | $638.0K | 0.00% | −45−0.2% | Reduced |
| Ironwood Investment Management LLC | 24,742 | $619.5K | 0.30% | −941−3.7% | Reduced |
| Illinois Municipal Retirement Fund | 24,405 | $611.1K | 0.01% | +958+4.1% | Added |
| HSBC Holdings PLC | 24,011 | $604.2K | 0.00% | +24,011 | New |
| Manufacturers Life Insurance Company, The | 23,694 | $593.3K | 0.00% | +1,817+8.3% | Added |
| HRT Financial LP | 23,441 | $586.0K | 0.00% | +23,441 | New |
| FMR LLC | 22,249 | $557.1K | 0.00% | −22,207−50.0% | Reduced |
| Louisiana State Employees Retirement System | 21,300 | $533.4K | 0.01% | −200−0.9% | Reduced |
| Franklin Resources Inc | 21,162 | $529.9K | 0.00% | −15,249−41.9% | Reduced |
| Janus Henderson Group PLC | 20,856 | $521.9K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,825 | $521.5K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,457 | $512.0K | 0.00% | +4,067+24.8% | Added |
| Centiva Capital, LP | 19,625 | $491.4K | 0.03% | −4,704−19.3% | Reduced |
| Twinbeech Capital LP | 18,248 | $456.9K | 0.01% | +18,248 | New |
| South Dakota Investment Council | 18,052 | $452.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 18,007 | $450.9K | 0.01% | +7,886+77.9% | Added |
| State of Wisconsin Investment Board | 17,334 | $434.0K | 0.00% | +17,334 | New |
| New York State Teachers Retirement System | 17,063 | $427.0K | 0.00% | +4,598+36.9% | Added |
| Yousif Capital Management, LLC | 16,828 | $421.4K | 0.00% | +285+1.7% | Added |
| Fagan Associates, Inc. | 16,500 | $413.2K | 0.06% | −15,500−48.4% | Reduced |
| Sterling Capital Management LLC | 16,165 | $404.8K | 0.01% | +15,424+2,081.5% | Added |
| Jane Street Group, LLC | 16,087 | $402.8K | 0.00% | +500+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,916 | $373.5K | 0.00% | −9,410−38.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,831 | $372.0K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,187 | $355.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,947 | $349.2K | 0.00% | +989+7.6% | Added |
| The PNC Financial Services Group, Inc. | 13,708 | $343.2K | 0.00% | −76−0.6% | Reduced |
| Arizona State Retirement System | 13,534 | $338.9K | 0.00% | +1,206+9.8% | Added |
| Graham Capital Management, L.P. | 13,529 | $338.8K | 0.01% | −41,646−75.5% | Reduced |
| Maryland State Retirement & Pension System | 13,304 | $333.1K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,039 | $326.5K | 0.01% | +13,039 | New |
| Amalgamated Bank | 12,917 | $323.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 12,703 | $318.1K | 0.01% | +12,703 | New |
| State Board of Administration of Florida Retirement System | 12,589 | $315.2K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 12,334 | $308.8K | 0.00% | +72+0.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,716 | $293.4K | 0.00% | +802+7.3% | Added |
| Beese Fulmer Investment Management, Inc. | 11,696 | $292.9K | 0.02% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 11,370 | $285.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 10,922 | $273.5K | 0.00% | +201+1.9% | Added |
| BNP Paribas Arbitrage, SA | 10,896 | $272.8K | 0.00% | −6,902−38.8% | Reduced |
| State of Tennessee, Treasury Department | 10,890 | $272.7K | 0.00% | −10,966−50.2% | Reduced |
| Oregon Public Employees Retirement Fund | 10,423 | $261.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,365 | $259.5K | 0.00% | −34,282−76.8% | Reduced |
| ProShare Advisors LLC | 10,362 | $259.5K | 0.00% | +200+2.0% | Added |
| Berkshire Bank | 10,340 | $258.9K | 0.06% | −44−0.4% | Reduced |
| Journey Strategic Wealth LLC | 10,318 | $258.4K | 0.01% | +10,318 | New |
| Police & Firemen's Retirement System of New Jersey | 10,252 | $256.7K | 0.00% | +1,038+11.3% | Added |
| Great Lakes Advisors, LLC | 9,455 | $236.8K | 0.00% | +9,455 | New |
| Neuberger Berman Group LLC | 9,068 | $227.1K | 0.00% | −14−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 9,000 | $225.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 8,909 | $223.0K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,735 | $218.7K | 0.02% | +8,735 | New |
| 111 Capital | 8,338 | $208.8K | 0.04% | +8,338 | New |
| Cerity Partners LLC | 8,326 | $208.5K | 0.00% | +8,326 | New |
| Caxton Associates LLP | 8,302 | $207.9K | 0.01% | −7,808−48.5% | Reduced |
| PDT Partners, LLC | 8,071 | $202.1K | 0.01% | −12,618−61.0% | Reduced |
| HBK Sorce Advisory LLC | 8,068 | $202.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 8,041 | $201.3K | 0.00% | −74−0.9% | Reduced |
| Amundi | 7,596 | $201.3K | 0.00% | −9,871−56.5% | Reduced |
| Mariner, LLC | 8,035 | $201.2K | 0.00% | +8,035 | New |
| Virtu Financial LLC | 7,980 | $200.0K | 0.01% | +7,980 | New |
| Russell Investments Group, Ltd. | 7,787 | $195.0K | 0.00% | −20,890−72.8% | Reduced |
| Skopos Labs, Inc. | 7,721 | $193.3K | 0.03% | +7,097+1,137.3% | Added |
| Hantz Financial Services, Inc. | 6,718 | $168.0K | 0.00% | +6,498+2,953.6% | Added |
| St Germain D J Co Inc | 6,095 | $152.6K | 0.01% | +1,328+27.9% | Added |
| CWM, LLC | 5,607 | $140.0K | 0.00% | +1,194+27.1% | Added |
| US Bancorp | 5,396 | $135.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,747 | $118.9K | 0.00% | +365+8.3% | Added |
| State of Wyoming | 4,653 | $116.5K | 0.01% | +761+19.6% | Added |
| Federated Hermes, Inc. | 4,395 | $110.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,100 | $102.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,033 | $101.0K | 0.00% | +2,150+114.2% | Added |
| EMC Capital Management | 3,645 | $91.0K | 0.05% | +3,645 | New |
| Point72 (DIFC) Ltd | 3,486 | $87.3K | 0.01% | −2,712−43.8% | Reduced |
| Shell Asset Management Co | 2,998 | $75.0K | 0.00% | −336−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 2,100 | $52.6K | 0.00% | +358+20.6% | Added |
| Clear Street Markets LLC | 2,056 | $51.5K | 0.02% | +2,056 | New |
| Quarry LP | 1,862 | $46.6K | 0.01% | −443−19.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,838 | $46.0K | 0.00% | +1,794+4,077.3% | Added |
| Ronald Blue Trust, Inc. | 1,808 | $45.3K | 0.00% | +450+33.1% | Added |
| KBC Group NV | 1,722 | $43.0K | 0.00% | −1,147−40.0% | Reduced |
| GAMMA Investing LLC | 1,683 | $42.1K | 0.00% | +1,082+180.0% | Added |
| Glenmede Investment Management, LP | 1,560 | $39.1K | 0.00% | +1,560 | New |
| Meeder Asset Management Inc | 1,536 | $38.5K | 0.00% | +162+11.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,387 | $35.0K | 0.00% | +1,387 | New |
| Versant Capital Management, Inc | 1,236 | $30.9K | 0.00% | +154+14.2% | Added |
| TD Private Client Wealth LLC | 1,212 | $30.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,140 | $28.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,010 | $25.3K | 0.00% | −10−1.0% | Reduced |
| Smartleaf Asset Management LLC | 957 | $24.0K | 0.00% | −154−13.9% | Reduced |
| Nisa Investment Advisors, LLC | 875 | $21.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 844 | $21.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 771 | $19.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 728 | $18.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 666 | $16.7K | 0.01% | +666 | New |
| New England Capital Financial Advisors LLC | 602 | $15.1K | 0.01% | +2+0.3% | Added |