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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 75,835 | $1.80M | 0.00% | +34,726+84.5% | Added |
| Ieq Capital, LLC | 77,793 | $1.84M | 0.01% | +44,312+132.3% | Added |
| New York State Teachers Retirement System | 79,998 | $1.90M | 0.00% | +62,935+368.8% | Added |
| Fox Run Management, L.L.C. | 81,211 | $1.93M | 0.30% | +81,211 | New |
| Great West Life Assurance Co | 82,085 | $1.94M | 0.00% | +29,605+56.4% | Added |
| Rafferty Asset Management, LLC | 84,719 | $2.01M | 0.01% | +2,468+3.0% | Added |
| Banc Funds Co LLC | 86,206 | $2.04M | 0.36% | 00.0% | Unchanged |
| Raymond James Financial Inc | 95,394 | $2.26M | 0.00% | +57,738+153.3% | Added |
| Segall Bryant & Hamill, LLC | 98,323 | $2.33M | 0.03% | +98,323 | New |
| State of New Jersey Common Pension Fund D | 103,865 | $2.46M | 0.01% | +103,865 | New |
| Prudential Financial Inc | 104,516 | $2.48M | 0.00% | −99,664−48.8% | Reduced |
| Alliancebernstein L.P. | 108,630 | $2.58M | 0.00% | +55,495+104.4% | Added |
| Price T Rowe Associates Inc | 110,374 | $2.62M | 0.00% | +45,621+70.5% | Added |
| Congress Asset Management Co | 113,113 | $2.68M | 0.02% | +113,113 | New |
| Quest Partners LLC | 114,546 | $2.72M | 0.18% | +114,546 | New |
| Barclays PLC | 125,521 | $2.98M | 0.00% | +7,625+6.5% | Added |
| EJF Capital LLC | 131,134 | $3.11M | 1.81% | +45,760+53.6% | Added |
| D. E. Shaw & Co., Inc. | 132,755 | $3.15M | 0.00% | −663−0.5% | Reduced |
| M3F, Inc. | 133,121 | $3.16M | 0.89% | +133,121 | New |
| Schonfeld Strategic Advisors LLC | 135,730 | $3.22M | 0.02% | +135,730 | New |
| Kestrel Investment Management Corp | 140,950 | $3.34M | 1.88% | 00.0% | Unchanged |
| Intech Investment Management LLC | 146,369 | $3.47M | 0.03% | +117,344+404.3% | Added |
| Commonwealth Equity Services, LLC | 160,761 | $3.81M | 0.00% | +19,868+14.1% | Added |
| Swiss National Bank | 161,956 | $3.84M | 0.00% | +73,356+82.8% | Added |
| Jacobs Asset Management, LLC | 162,931 | $3.86M | 2.11% | +25,000+18.1% | Added |
| Glendon Capital Management LP | 172,413 | $4.09M | 0.22% | 00.0% | Unchanged |
| First Trust Advisors LP | 180,886 | $4.29M | 0.00% | +112,403+164.1% | Added |
| Grace & White Inc | 194,617 | $4.61M | 0.81% | −4,393−2.2% | Reduced |
| UBS Asset Management Americas Inc | 203,949 | $4.84M | 0.00% | −36,572−15.2% | Reduced |
| Voya Investment Management LLC | 209,518 | $4.97M | 0.00% | −25,851−11.0% | Reduced |
| Citadel Advisors LLC | 209,821 | $4.97M | 0.00% | +10,029+5.0% | Added |
| LPL Financial LLC | 217,011 | $5.15M | 0.00% | +9,739+4.7% | Added |
| Legal & General Group Plc | 217,864 | $5.17M | 0.00% | +100,094+85.0% | Added |
| Capitolis Liquid Global Markets LLC | 218,400 | $5.18M | 0.04% | +218,400 | New |
| Citigroup Inc | 228,195 | $5.41M | 0.00% | +47,296+26.1% | Added |
| Maltese Capital Management LLC | 230,470 | $5.46M | 0.83% | −27,030−10.5% | Reduced |
| LSV Asset Management | 233,853 | $5.54M | 0.01% | −109,847−32.0% | Reduced |
| Rhumbline Advisers | 246,908 | $5.85M | 0.00% | +110,399+80.9% | Added |
| Thrivent Financial for Lutherans | 263,209 | $6.24M | 0.01% | +119,931+83.7% | Added |
| ExodusPoint Capital Management, LP | 271,237 | $6.43M | 0.09% | +155,748+134.9% | Added |
| Empowered Funds, LLC | 289,919 | $6.87M | 0.07% | +135,074+87.2% | Added |
| Two Sigma Advisers, LP | 317,342 | $7.52M | 0.02% | −88,558−21.8% | Reduced |
| Public Sector Pension Investment Board | 324,247 | $7.69M | 0.03% | +168,941+108.8% | Added |
| AQR Capital Management LLC | 365,795 | $8.67M | 0.01% | +185,255+102.6% | Added |
| Principal Financial Group Inc | 401,442 | $9.52M | 0.00% | +175,126+77.4% | Added |
| Bayview Asset Management, LLC | 456,144 | $10.8M | 8.31% | +111,316+32.3% | Added |
| Ategra Capital Management, LLC | 483,904 | $11.5M | 7.69% | +206,000+74.1% | Added |
| Ameriprise Financial Inc | 487,628 | $11.6M | 0.00% | +189,745+63.7% | Added |
| Bridgeway Capital Management, LLC | 488,920 | $11.6M | 0.25% | +219,075+81.2% | Added |
| Azora Capital LP | 564,977 | $13.4M | 0.62% | +564,977 | New |
| UBS Group AG | 569,757 | $13.5M | 0.00% | +281,830+97.9% | Added |
| Bank of America Corp | 595,562 | $14.1M | 0.00% | +129,381+27.8% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $14.8M | 10.52% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 626,425 | $14.9M | 0.00% | +561,703+867.9% | Added |
| Two Sigma Investments, LP | 678,973 | $16.1M | 0.02% | +186,683+37.9% | Added |
| Goldman Sachs Group Inc | 692,831 | $16.4M | 0.00% | +30,942+4.7% | Added |
| Bank of New York Mellon Corp | 759,762 | $18.0M | 0.00% | +318,279+72.1% | Added |
| Nuveen, LLC | 808,519 | $19.2M | 0.01% | +67,938+9.2% | Added |
| Verition Fund Management LLC | 819,237 | $19.4M | 0.11% | +720,395+728.8% | Added |
| Renaissance Technologies LLC | 890,798 | $21.1M | 0.03% | +271,977+44.0% | Added |
| Northern Trust Corp | 890,858 | $21.1M | 0.00% | +353,133+65.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 907,952 | $21.5M | 0.07% | +532,952+142.1% | Added |
| Charles Schwab Investment Management Inc | 1,062,431 | $25.2M | 0.00% | +539,095+103.0% | Added |
| Massachusetts Financial Services Co | 1,146,222 | $27.2M | 0.01% | +1,146,222 | New |
| Systematic Financial Management LP | 1,148,686 | $27.2M | 0.66% | +118,857+11.5% | Added |
| Morgan Stanley | 1,204,609 | $28.6M | 0.00% | +516,189+75.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,470,004 | $34.9M | 0.02% | +750,901+104.4% | Added |
| American Century Companies Inc | 1,519,902 | $36.0M | 0.02% | +852,933+127.9% | Added |
| Wellington Management Group LLP | 1,530,972 | $36.3M | 0.01% | +850,204+124.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,619,196 | $38.4M | 0.06% | +294,007+22.2% | Added |
| Invesco Ltd. | 1,631,192 | $38.7M | 0.01% | +132,736+8.9% | Added |
| Geode Capital Management, LLC | 1,939,117 | $46.0M | 0.00% | +851,028+78.2% | Added |
| State Street Corp | 4,325,157 | $102.5M | 0.00% | +1,931,366+80.7% | Added |
| Dimensional Fund Advisors LP | 4,880,729 | $115.7M | 0.02% | +2,196,813+81.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,282,016 | $125.2M | 0.43% | +2,547,876+93.2% | Added |
| Vanguard Group Inc | 9,710,123 | $230.2M | 0.00% | +4,098,888+73.0% | Added |
| BlackRock, Inc. | 12,072,666 | $286.2M | 0.01% | +5,291,219+78.0% | Added |
| Colony Group, LLC | 12,789 | – | – | +12,789 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −312,385−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −271,519−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −215,203−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −196,450−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −186,289−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −179,753−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −70,569−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −38,371−100.0% | Sold out |
| SummerHaven Investment Management, LLC | 0 | $0 | 0.00% | −34,882−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −28,408−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −24,011−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −19,625−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,087−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,529−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −10,318−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,735−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −8,338−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,071−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,980−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |