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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 12,569 | $298.0K | 0.00% | −4,765−27.5% | Reduced |
| Victory Capital Management Inc | 12,960 | $307.3K | 0.00% | +4,919+61.2% | Added |
| J.W. Cole Advisors, Inc. | 13,093 | $310.4K | 0.01% | +54+0.4% | Added |
| Public Employees Retirement System of Ohio | 13,229 | $313.7K | 0.00% | −26,003−66.3% | Reduced |
| Royce & Associates LP | 13,469 | $319.4K | 0.00% | +13,469 | New |
| Stifel Financial Corp | 13,598 | $322.4K | 0.00% | +13,598 | New |
| Landscape Capital Management, L.L.C. | 14,037 | $332.8K | 0.02% | +14,037 | New |
| Hantz Financial Services, Inc. | 14,440 | $342.0K | 0.01% | +7,722+114.9% | Added |
| Amundi | 14,582 | $352.6K | 0.00% | +6,986+92.0% | Added |
| Pensionmark Financial Group, LLC | 14,879 | $352.8K | 0.01% | +14,879 | New |
| Cutler Capital Management, LLC | 14,957 | $354.6K | 0.11% | +14,957 | New |
| Mercer Global Advisors Inc | 15,083 | $357.6K | 0.00% | +15,083 | New |
| Twinbeech Capital LP | 15,510 | $367.7K | 0.01% | −2,738−15.0% | Reduced |
| South Dakota Investment Council | 15,552 | $369.0K | 0.01% | −2,500−13.8% | Reduced |
| ProShare Advisors LLC | 15,701 | $372.3K | 0.00% | +5,339+51.5% | Added |
| RSM US Wealth Management LLC | 16,344 | $387.5K | 0.01% | +16,344 | New |
| First Manhattan Co | 16,673 | $395.3K | 0.00% | +16,673 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,891 | $400.5K | 0.00% | +1,975+13.2% | Added |
| The PNC Financial Services Group, Inc. | 16,945 | $401.8K | 0.00% | +3,237+23.6% | Added |
| Moors & Cabot, Inc. | 17,320 | $410.7K | 0.02% | +17,320 | New |
| Callan Family Office, LLC | 17,733 | $420.4K | 0.01% | −274−1.5% | Reduced |
| Engineers Gate Manager LP | 17,777 | $421.5K | 0.00% | −49,173−73.4% | Reduced |
| Brevan Howard Capital Management LP | 18,180 | $431.0K | 0.01% | +18,180 | New |
| Oregon Public Employees Retirement Fund | 18,727 | $444.0K | 0.01% | +8,304+79.7% | Added |
| Teacher Retirement System of Texas | 18,756 | $444.7K | 0.00% | +18,756 | New |
| Beese Fulmer Investment Management, Inc. | 18,905 | $448.2K | 0.03% | +7,209+61.6% | Added |
| Mendon Capital Advisors Corp | 20,000 | $474.2K | 0.22% | −59,120−74.7% | Reduced |
| Private Advisor Group, LLC | 20,100 | $476.6K | 0.00% | +6,153+44.1% | Added |
| SRS Capital Advisors, Inc. | 20,560 | $487.5K | 0.01% | +20,560 | New |
| Quantinno Capital Management LP | 21,055 | $499.2K | 0.00% | +21,055 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,172 | $502.0K | 0.00% | +9,456+80.7% | Added |
| Jump Financial, LLC | 22,460 | $532.5K | 0.01% | +22,460 | New |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $546.7K | 0.00% | +12,804+124.9% | Added |
| State Board of Administration of Florida Retirement System | 23,058 | $546.7K | 0.00% | +10,469+83.2% | Added |
| Advisor Group Holdings, Inc. | 22,980 | $550.3K | 0.00% | +20,880+994.3% | Added |
| Teachers Retirement System of the State of Kentucky | 23,406 | $555.0K | 0.00% | +8,575+57.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,682 | $561.5K | 0.02% | +23,682 | New |
| Mariner, LLC | 23,721 | $562.4K | 0.00% | +15,686+195.2% | Added |
| Gamco Investors, Inc. Et Al | 23,825 | $564.9K | 0.01% | +3,000+14.4% | Added |
| Royal Bank of Canada | 23,881 | $566.0K | 0.00% | −28,286−54.2% | Reduced |
| MQS Management LLC | 23,938 | $567.6K | 0.33% | +23,938 | New |
| Amalgamated Bank | 23,985 | $569.0K | 0.00% | +11,068+85.7% | Added |
| New York State Common Retirement Fund | 24,488 | $580.6K | 0.00% | +10,301+72.6% | Added |
| Ironwood Investment Management LLC | 24,541 | $581.9K | 0.25% | −201−0.8% | Reduced |
| Macquarie Group Ltd | 24,600 | $583.0K | 0.00% | −30,300−55.2% | Reduced |
| HRT Financial LP | 24,672 | $584.0K | 0.00% | +1,231+5.3% | Added |
| Arizona State Retirement System | 24,768 | $587.2K | 0.00% | +11,234+83.0% | Added |
| KLP Kapitalforvaltning AS | 25,118 | $595.5K | 0.00% | +16,118+179.1% | Added |
| Danske Bank A/S | 25,258 | $598.9K | 0.00% | −9,472−27.3% | Reduced |
| Freestone Grove Partners LP | 25,581 | $606.5K | 0.00% | +25,581 | New |
| Yousif Capital Management, LLC | 25,593 | $606.8K | 0.01% | +8,765+52.1% | Added |
| Entropy Technologies, LP | 26,155 | $620.1K | 0.05% | +26,155 | New |
| Dynamic Technology Lab Private Ltd | 26,204 | $621.0K | 0.11% | −25,095−48.9% | Reduced |
| Hennessy Advisors Inc | 27,300 | $647.3K | 0.02% | +27,300 | New |
| Parsons Capital Management Inc | 27,904 | $661.6K | 0.04% | +27,904 | New |
| Jain Global LLC | 27,956 | $662.8K | 0.01% | +27,956 | New |
| Russell Investments Group, Ltd. | 28,011 | $664.1K | 0.00% | +20,224+259.7% | Added |
| SG Americas Securities, LLC | 28,823 | $683.0K | 0.00% | +8,366+40.9% | Added |
| CWM, LLC | 28,915 | $686.0K | 0.00% | +23,308+415.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,539 | $724.1K | 0.02% | +17,836+140.4% | Added |
| FMR LLC | 30,689 | $727.6K | 0.00% | +8,440+37.9% | Added |
| HighTower Advisors, LLC | 31,027 | $735.6K | 0.00% | +31,027 | New |
| Captrust Financial Advisors | 31,278 | $741.6K | 0.00% | +31,278 | New |
| Select Asset Management & Trust | 32,245 | $764.0K | 0.24% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 33,424 | $792.5K | 0.00% | +22,534+206.9% | Added |
| Millennium Management LLC | 33,965 | $805.3K | 0.00% | −449,756−93.0% | Reduced |
| Manufacturers Life Insurance Company, The | 34,440 | $816.6K | 0.00% | +10,746+45.4% | Added |
| STRS Ohio | 35,700 | $846.4K | 0.00% | +35,700 | New |
| GWM Advisors LLC | 35,768 | $848.1K | 0.00% | +478+1.4% | Added |
| Janus Henderson Group PLC | 36,282 | $860.1K | 0.00% | +15,426+74.0% | Added |
| Caxton Associates LLP | 37,764 | $895.4K | 0.02% | +29,462+354.9% | Added |
| Cetera Investment Advisers | 37,808 | $896.4K | 0.00% | +3,390+9.8% | Added |
| Louisiana State Employees Retirement System | 38,200 | $905.7K | 0.02% | +16,900+79.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 38,735 | $918.4K | 0.00% | +13,257+52.0% | Added |
| Wakefield Asset Management LLLP | 39,374 | $933.6K | 0.25% | −92−0.2% | Reduced |
| Balyasny Asset Management LLC | 39,837 | $944.5K | 0.00% | +29,472+284.3% | Added |
| Campbell & CO Investment Adviser LLC | 41,060 | $973.5K | 0.07% | −62,334−60.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,482 | $983.5K | 0.00% | +41,482 | New |
| Quantbot Technologies LP | 43,415 | $1.03M | 0.03% | −25,164−36.7% | Reduced |
| State of Alaska, Department of Revenue | 43,852 | $1.04M | 0.01% | +16,691+61.5% | Added |
| Winton Group Ltd | 43,784 | $1.04M | 0.04% | +43,784 | New |
| Illinois Municipal Retirement Fund | 43,875 | $1.04M | 0.01% | +19,470+79.8% | Added |
| Fourthstone LLC | 46,000 | $1.09M | 0.20% | −5,000−9.8% | Reduced |
| Qube Research & Technologies Ltd | 46,141 | $1.09M | 0.00% | +46,141 | New |
| BNP Paribas Arbitrage, SA | 47,162 | $1.12M | 0.00% | +36,266+332.8% | Added |
| Susquehanna International Group, LLP | 47,602 | $1.13M | 0.00% | −38,170−44.5% | Reduced |
| MetLife Investment Management | 47,848 | $1.13M | 0.01% | +47,848 | New |
| Cerity Partners LLC | 50,562 | $1.20M | 0.00% | +42,236+507.3% | Added |
| Jacobs Levy Equity Management, Inc | 53,232 | $1.26M | 0.01% | −133,894−71.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 55,005 | $1.30M | 0.00% | +7,801+16.5% | Added |
| SEI Investments Co | 56,336 | $1.34M | 0.00% | +24,794+78.6% | Added |
| Comerica Bank | 59,925 | $1.42M | 0.01% | +28,114+88.4% | Added |
| CI Private Wealth, LLC | 60,863 | $1.44M | 0.00% | +60,863 | New |
| Pathstone Holdings, LLC | 61,109 | $1.45M | 0.01% | +61,109 | New |
| Franklin Resources Inc | 22,678 | $1.49M | 0.00% | +1,516+7.2% | Added |
| Canton Hathaway, LLC | 63,344 | $1.50M | 0.29% | +63,344 | New |
| Wells Fargo & Company | 65,736 | $1.56M | 0.00% | −5,164−7.3% | Reduced |
| Man Group plc | 69,949 | $1.66M | 0.00% | −87,397−55.5% | Reduced |
| California State Teachers Retirement System | 74,370 | $1.76M | 0.00% | +34,185+85.1% | Added |
| CM Management, LLC | 75,600 | $1.79M | 1.49% | +75,600 | New |