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, Q3 2025
Institutional positions in Beacon Financial Corp as of Sep 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
- 278
- +49 vs. Q2 2025
- Shares held
- 73.2M
- +28.4M (+63.4%) vs. Q2 2025
- Total value
- $1.74B
- +$614.4M (+54.8%) vs. Q2 2025
- New holders
- 82
- 141 more added
- Sold out
- 33
- 39 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,072,666 | $286.2M | 0.01% | +5,291,219+78.0% | Added |
| Vanguard Group Inc | 9,710,123 | $230.2M | 0.00% | +4,098,888+73.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,282,016 | $125.2M | 0.43% | +2,547,876+93.2% | Added |
| Dimensional Fund Advisors LP | 4,880,729 | $115.7M | 0.02% | +2,196,813+81.9% | Added |
| State Street Corp | 4,325,157 | $102.5M | 0.00% | +1,931,366+80.7% | Added |
| Geode Capital Management, LLC | 1,939,117 | $46.0M | 0.00% | +851,028+78.2% | Added |
| Invesco Ltd. | 1,631,192 | $38.7M | 0.01% | +132,736+8.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,619,196 | $38.4M | 0.06% | +294,007+22.2% | Added |
| Wellington Management Group LLP | 1,530,972 | $36.3M | 0.01% | +850,204+124.9% | Added |
| American Century Companies Inc | 1,519,902 | $36.0M | 0.02% | +852,933+127.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,470,004 | $34.9M | 0.02% | +750,901+104.4% | Added |
| Morgan Stanley | 1,204,609 | $28.6M | 0.00% | +516,189+75.0% | Added |
| Systematic Financial Management LP | 1,148,686 | $27.2M | 0.66% | +118,857+11.5% | Added |
| Massachusetts Financial Services Co | 1,146,222 | $27.2M | 0.01% | +1,146,222 | New |
| Charles Schwab Investment Management Inc | 1,062,431 | $25.2M | 0.00% | +539,095+103.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 907,952 | $21.5M | 0.07% | +532,952+142.1% | Added |
| Northern Trust Corp | 890,858 | $21.1M | 0.00% | +353,133+65.7% | Added |
| Renaissance Technologies LLC | 890,798 | $21.1M | 0.03% | +271,977+44.0% | Added |
| Verition Fund Management LLC | 819,237 | $19.4M | 0.11% | +720,395+728.8% | Added |
| Nuveen, LLC | 808,519 | $19.2M | 0.01% | +67,938+9.2% | Added |
| Bank of New York Mellon Corp | 759,762 | $18.0M | 0.00% | +318,279+72.1% | Added |
| Goldman Sachs Group Inc | 692,831 | $16.4M | 0.00% | +30,942+4.7% | Added |
| Two Sigma Investments, LP | 678,973 | $16.1M | 0.02% | +186,683+37.9% | Added |
| JPMorgan Chase & Co | 626,425 | $14.9M | 0.00% | +561,703+867.9% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $14.8M | 10.52% | 00.0% | Unchanged |
| Bank of America Corp | 595,562 | $14.1M | 0.00% | +129,381+27.8% | Added |
| UBS Group AG | 569,757 | $13.5M | 0.00% | +281,830+97.9% | Added |
| Azora Capital LP | 564,977 | $13.4M | 0.62% | +564,977 | New |
| Bridgeway Capital Management, LLC | 488,920 | $11.6M | 0.25% | +219,075+81.2% | Added |
| Ameriprise Financial Inc | 487,628 | $11.6M | 0.00% | +189,745+63.7% | Added |
| Ategra Capital Management, LLC | 483,904 | $11.5M | 7.69% | +206,000+74.1% | Added |
| Bayview Asset Management, LLC | 456,144 | $10.8M | 8.31% | +111,316+32.3% | Added |
| Principal Financial Group Inc | 401,442 | $9.52M | 0.00% | +175,126+77.4% | Added |
| AQR Capital Management LLC | 365,795 | $8.67M | 0.01% | +185,255+102.6% | Added |
| Public Sector Pension Investment Board | 324,247 | $7.69M | 0.03% | +168,941+108.8% | Added |
| Two Sigma Advisers, LP | 317,342 | $7.52M | 0.02% | −88,558−21.8% | Reduced |
| Empowered Funds, LLC | 289,919 | $6.87M | 0.07% | +135,074+87.2% | Added |
| ExodusPoint Capital Management, LP | 271,237 | $6.43M | 0.09% | +155,748+134.9% | Added |
| Thrivent Financial for Lutherans | 263,209 | $6.24M | 0.01% | +119,931+83.7% | Added |
| Rhumbline Advisers | 246,908 | $5.85M | 0.00% | +110,399+80.9% | Added |
| LSV Asset Management | 233,853 | $5.54M | 0.01% | −109,847−32.0% | Reduced |
| Maltese Capital Management LLC | 230,470 | $5.46M | 0.83% | −27,030−10.5% | Reduced |
| Citigroup Inc | 228,195 | $5.41M | 0.00% | +47,296+26.1% | Added |
| Capitolis Liquid Global Markets LLC | 218,400 | $5.18M | 0.04% | +218,400 | New |
| Legal & General Group Plc | 217,864 | $5.17M | 0.00% | +100,094+85.0% | Added |
| LPL Financial LLC | 217,011 | $5.15M | 0.00% | +9,739+4.7% | Added |
| Citadel Advisors LLC | 209,821 | $4.97M | 0.00% | +10,029+5.0% | Added |
| Voya Investment Management LLC | 209,518 | $4.97M | 0.00% | −25,851−11.0% | Reduced |
| UBS Asset Management Americas Inc | 203,949 | $4.84M | 0.00% | −36,572−15.2% | Reduced |
| Grace & White Inc | 194,617 | $4.61M | 0.81% | −4,393−2.2% | Reduced |
| First Trust Advisors LP | 180,886 | $4.29M | 0.00% | +112,403+164.1% | Added |
| Glendon Capital Management LP | 172,413 | $4.09M | 0.22% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 162,931 | $3.86M | 2.11% | +25,000+18.1% | Added |
| Swiss National Bank | 161,956 | $3.84M | 0.00% | +73,356+82.8% | Added |
| Commonwealth Equity Services, LLC | 160,761 | $3.81M | 0.00% | +19,868+14.1% | Added |
| Intech Investment Management LLC | 146,369 | $3.47M | 0.03% | +117,344+404.3% | Added |
| Kestrel Investment Management Corp | 140,950 | $3.34M | 1.88% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 135,730 | $3.22M | 0.02% | +135,730 | New |
| M3F, Inc. | 133,121 | $3.16M | 0.89% | +133,121 | New |
| D. E. Shaw & Co., Inc. | 132,755 | $3.15M | 0.00% | −663−0.5% | Reduced |
| EJF Capital LLC | 131,134 | $3.11M | 1.81% | +45,760+53.6% | Added |
| Barclays PLC | 125,521 | $2.98M | 0.00% | +7,625+6.5% | Added |
| Quest Partners LLC | 114,546 | $2.72M | 0.18% | +114,546 | New |
| Congress Asset Management Co | 113,113 | $2.68M | 0.02% | +113,113 | New |
| Price T Rowe Associates Inc | 110,374 | $2.62M | 0.00% | +45,621+70.5% | Added |
| Alliancebernstein L.P. | 108,630 | $2.58M | 0.00% | +55,495+104.4% | Added |
| Prudential Financial Inc | 104,516 | $2.48M | 0.00% | −99,664−48.8% | Reduced |
| State of New Jersey Common Pension Fund D | 103,865 | $2.46M | 0.01% | +103,865 | New |
| Segall Bryant & Hamill, LLC | 98,323 | $2.33M | 0.03% | +98,323 | New |
| Raymond James Financial Inc | 95,394 | $2.26M | 0.00% | +57,738+153.3% | Added |
| Banc Funds Co LLC | 86,206 | $2.04M | 0.36% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 84,719 | $2.01M | 0.01% | +2,468+3.0% | Added |
| Great West Life Assurance Co | 82,085 | $1.94M | 0.00% | +29,605+56.4% | Added |
| Fox Run Management, L.L.C. | 81,211 | $1.93M | 0.30% | +81,211 | New |
| New York State Teachers Retirement System | 79,998 | $1.90M | 0.00% | +62,935+368.8% | Added |
| Ieq Capital, LLC | 77,793 | $1.84M | 0.01% | +44,312+132.3% | Added |
| Deutsche Bank AG | 75,835 | $1.80M | 0.00% | +34,726+84.5% | Added |
| CM Management, LLC | 75,600 | $1.79M | 1.49% | +75,600 | New |
| California State Teachers Retirement System | 74,370 | $1.76M | 0.00% | +34,185+85.1% | Added |
| Man Group plc | 69,949 | $1.66M | 0.00% | −87,397−55.5% | Reduced |
| Wells Fargo & Company | 65,736 | $1.56M | 0.00% | −5,164−7.3% | Reduced |
| Canton Hathaway, LLC | 63,344 | $1.50M | 0.29% | +63,344 | New |
| Franklin Resources Inc | 22,678 | $1.49M | 0.00% | +1,516+7.2% | Added |
| Pathstone Holdings, LLC | 61,109 | $1.45M | 0.01% | +61,109 | New |
| CI Private Wealth, LLC | 60,863 | $1.44M | 0.00% | +60,863 | New |
| Comerica Bank | 59,925 | $1.42M | 0.01% | +28,114+88.4% | Added |
| SEI Investments Co | 56,336 | $1.34M | 0.00% | +24,794+78.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 55,005 | $1.30M | 0.00% | +7,801+16.5% | Added |
| Jacobs Levy Equity Management, Inc | 53,232 | $1.26M | 0.01% | −133,894−71.6% | Reduced |
| Cerity Partners LLC | 50,562 | $1.20M | 0.00% | +42,236+507.3% | Added |
| MetLife Investment Management | 47,848 | $1.13M | 0.01% | +47,848 | New |
| Susquehanna International Group, LLP | 47,602 | $1.13M | 0.00% | −38,170−44.5% | Reduced |
| BNP Paribas Arbitrage, SA | 47,162 | $1.12M | 0.00% | +36,266+332.8% | Added |
| Qube Research & Technologies Ltd | 46,141 | $1.09M | 0.00% | +46,141 | New |
| Fourthstone LLC | 46,000 | $1.09M | 0.20% | −5,000−9.8% | Reduced |
| Illinois Municipal Retirement Fund | 43,875 | $1.04M | 0.01% | +19,470+79.8% | Added |
| Winton Group Ltd | 43,784 | $1.04M | 0.04% | +43,784 | New |
| State of Alaska, Department of Revenue | 43,852 | $1.04M | 0.01% | +16,691+61.5% | Added |
| Quantbot Technologies LP | 43,415 | $1.03M | 0.03% | −25,164−36.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,482 | $983.5K | 0.00% | +41,482 | New |