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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 41,060 | $973.5K | 0.07% | −62,334−60.3% | Reduced |
| Balyasny Asset Management LLC | 39,837 | $944.5K | 0.00% | +29,472+284.3% | Added |
| Wakefield Asset Management LLLP | 39,374 | $933.6K | 0.25% | −92−0.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 38,735 | $918.4K | 0.00% | +13,257+52.0% | Added |
| Louisiana State Employees Retirement System | 38,200 | $905.7K | 0.02% | +16,900+79.3% | Added |
| Cetera Investment Advisers | 37,808 | $896.4K | 0.00% | +3,390+9.8% | Added |
| Caxton Associates LLP | 37,764 | $895.4K | 0.02% | +29,462+354.9% | Added |
| Janus Henderson Group PLC | 36,282 | $860.1K | 0.00% | +15,426+74.0% | Added |
| GWM Advisors LLC | 35,768 | $848.1K | 0.00% | +478+1.4% | Added |
| STRS Ohio | 35,700 | $846.4K | 0.00% | +35,700 | New |
| Manufacturers Life Insurance Company, The | 34,440 | $816.6K | 0.00% | +10,746+45.4% | Added |
| Millennium Management LLC | 33,965 | $805.3K | 0.00% | −449,756−93.0% | Reduced |
| State of Tennessee, Treasury Department | 33,424 | $792.5K | 0.00% | +22,534+206.9% | Added |
| Select Asset Management & Trust | 32,245 | $764.0K | 0.24% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,278 | $741.6K | 0.00% | +31,278 | New |
| HighTower Advisors, LLC | 31,027 | $735.6K | 0.00% | +31,027 | New |
| FMR LLC | 30,689 | $727.6K | 0.00% | +8,440+37.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 30,539 | $724.1K | 0.02% | +17,836+140.4% | Added |
| CWM, LLC | 28,915 | $686.0K | 0.00% | +23,308+415.7% | Added |
| SG Americas Securities, LLC | 28,823 | $683.0K | 0.00% | +8,366+40.9% | Added |
| Russell Investments Group, Ltd. | 28,011 | $664.1K | 0.00% | +20,224+259.7% | Added |
| Jain Global LLC | 27,956 | $662.8K | 0.01% | +27,956 | New |
| Parsons Capital Management Inc | 27,904 | $661.6K | 0.04% | +27,904 | New |
| Hennessy Advisors Inc | 27,300 | $647.3K | 0.02% | +27,300 | New |
| Dynamic Technology Lab Private Ltd | 26,204 | $621.0K | 0.11% | −25,095−48.9% | Reduced |
| Entropy Technologies, LP | 26,155 | $620.1K | 0.05% | +26,155 | New |
| Yousif Capital Management, LLC | 25,593 | $606.8K | 0.01% | +8,765+52.1% | Added |
| Freestone Grove Partners LP | 25,581 | $606.5K | 0.00% | +25,581 | New |
| Danske Bank A/S | 25,258 | $598.9K | 0.00% | −9,472−27.3% | Reduced |
| KLP Kapitalforvaltning AS | 25,118 | $595.5K | 0.00% | +16,118+179.1% | Added |
| Arizona State Retirement System | 24,768 | $587.2K | 0.00% | +11,234+83.0% | Added |
| HRT Financial LP | 24,672 | $584.0K | 0.00% | +1,231+5.3% | Added |
| Macquarie Group Ltd | 24,600 | $583.0K | 0.00% | −30,300−55.2% | Reduced |
| Ironwood Investment Management LLC | 24,541 | $581.9K | 0.25% | −201−0.8% | Reduced |
| New York State Common Retirement Fund | 24,488 | $580.6K | 0.00% | +10,301+72.6% | Added |
| Amalgamated Bank | 23,985 | $569.0K | 0.00% | +11,068+85.7% | Added |
| MQS Management LLC | 23,938 | $567.6K | 0.33% | +23,938 | New |
| Royal Bank of Canada | 23,881 | $566.0K | 0.00% | −28,286−54.2% | Reduced |
| Gamco Investors, Inc. Et Al | 23,825 | $564.9K | 0.01% | +3,000+14.4% | Added |
| Mariner, LLC | 23,721 | $562.4K | 0.00% | +15,686+195.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,682 | $561.5K | 0.02% | +23,682 | New |
| Teachers Retirement System of the State of Kentucky | 23,406 | $555.0K | 0.00% | +8,575+57.8% | Added |
| Advisor Group Holdings, Inc. | 22,980 | $550.3K | 0.00% | +20,880+994.3% | Added |
| State Board of Administration of Florida Retirement System | 23,058 | $546.7K | 0.00% | +10,469+83.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 23,056 | $546.7K | 0.00% | +12,804+124.9% | Added |
| Jump Financial, LLC | 22,460 | $532.5K | 0.01% | +22,460 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,172 | $502.0K | 0.00% | +9,456+80.7% | Added |
| Quantinno Capital Management LP | 21,055 | $499.2K | 0.00% | +21,055 | New |
| SRS Capital Advisors, Inc. | 20,560 | $487.5K | 0.01% | +20,560 | New |
| Private Advisor Group, LLC | 20,100 | $476.6K | 0.00% | +6,153+44.1% | Added |
| Mendon Capital Advisors Corp | 20,000 | $474.2K | 0.22% | −59,120−74.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,905 | $448.2K | 0.03% | +7,209+61.6% | Added |
| Teacher Retirement System of Texas | 18,756 | $444.7K | 0.00% | +18,756 | New |
| Oregon Public Employees Retirement Fund | 18,727 | $444.0K | 0.01% | +8,304+79.7% | Added |
| Brevan Howard Capital Management LP | 18,180 | $431.0K | 0.01% | +18,180 | New |
| Engineers Gate Manager LP | 17,777 | $421.5K | 0.00% | −49,173−73.4% | Reduced |
| Callan Family Office, LLC | 17,733 | $420.4K | 0.01% | −274−1.5% | Reduced |
| Moors & Cabot, Inc. | 17,320 | $410.7K | 0.02% | +17,320 | New |
| The PNC Financial Services Group, Inc. | 16,945 | $401.8K | 0.00% | +3,237+23.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,891 | $400.5K | 0.00% | +1,975+13.2% | Added |
| First Manhattan Co | 16,673 | $395.3K | 0.00% | +16,673 | New |
| RSM US Wealth Management LLC | 16,344 | $387.5K | 0.01% | +16,344 | New |
| ProShare Advisors LLC | 15,701 | $372.3K | 0.00% | +5,339+51.5% | Added |
| South Dakota Investment Council | 15,552 | $369.0K | 0.01% | −2,500−13.8% | Reduced |
| Twinbeech Capital LP | 15,510 | $367.7K | 0.01% | −2,738−15.0% | Reduced |
| Mercer Global Advisors Inc | 15,083 | $357.6K | 0.00% | +15,083 | New |
| Cutler Capital Management, LLC | 14,957 | $354.6K | 0.11% | +14,957 | New |
| Pensionmark Financial Group, LLC | 14,879 | $352.8K | 0.01% | +14,879 | New |
| Amundi | 14,582 | $352.6K | 0.00% | +6,986+92.0% | Added |
| Hantz Financial Services, Inc. | 14,440 | $342.0K | 0.01% | +7,722+114.9% | Added |
| Landscape Capital Management, L.L.C. | 14,037 | $332.8K | 0.02% | +14,037 | New |
| Stifel Financial Corp | 13,598 | $322.4K | 0.00% | +13,598 | New |
| Royce & Associates LP | 13,469 | $319.4K | 0.00% | +13,469 | New |
| Public Employees Retirement System of Ohio | 13,229 | $313.7K | 0.00% | −26,003−66.3% | Reduced |
| J.W. Cole Advisors, Inc. | 13,093 | $310.4K | 0.01% | +54+0.4% | Added |
| Victory Capital Management Inc | 12,960 | $307.3K | 0.00% | +4,919+61.2% | Added |
| State of Wisconsin Investment Board | 12,569 | $298.0K | 0.00% | −4,765−27.5% | Reduced |
| Creative Planning | 12,540 | $297.3K | 0.00% | +12,540 | New |
| Counterpoint Mutual Funds LLC | 12,229 | $289.9K | 0.02% | +12,229 | New |
| Aigen Investment Management, LP | 12,218 | $289.7K | 0.04% | +12,218 | New |
| Janney Montgomery Scott LLC | 12,171 | $289.0K | 0.00% | +12,171 | New |
| SlateStone Wealth, LLC | 12,137 | $288.0K | 0.02% | +767+6.7% | Added |
| AXA Investment Managers S.A. | 12,132 | $287.6K | 0.00% | +12,132 | New |
| Maryland State Retirement & Pension System | 11,951 | $283.4K | 0.01% | −1,353−10.2% | Reduced |
| Bank of Montreal | 11,712 | $277.7K | 0.00% | −622−5.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,479 | $276.9K | 0.00% | +11,479 | New |
| Great Lakes Advisors, LLC | 11,177 | $265.0K | 0.00% | +1,722+18.2% | Added |
| Integrated Wealth Concepts LLC | 11,087 | $262.9K | 0.00% | +11,087 | New |
| Neuberger Berman Group LLC | 10,536 | $249.8K | 0.00% | +1,468+16.2% | Added |
| Brinker Capital Investments, LLC | 10,417 | $247.0K | 0.00% | −505−4.6% | Reduced |
| Pictet Asset Management Holding SA | 10,108 | $239.7K | 0.00% | +10,108 | New |
| Savant Capital, LLC | 10,070 | $238.8K | 0.00% | +10,070 | New |
| Slocum, Gordon & Co LLP | 9,696 | $229.9K | 0.18% | +9,696 | New |
| Mutual of America Capital Management LLC | 9,312 | $220.8K | 0.00% | +9,312 | New |
| Public Employees Retirement Association of Colorado | 8,909 | $211.0K | 0.00% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 8,888 | $210.7K | 0.00% | +8,888 | New |
| Ensign Peak Advisors, Inc | 8,702 | $206.3K | 0.00% | −20,800−70.5% | Reduced |
| HBK Sorce Advisory LLC | 8,089 | $201.6K | 0.01% | +21+0.3% | Added |
| Virginia Retirement Systems Et Al | 8,500 | $201.5K | 0.00% | +8,500 | New |
| Ameritas Investment Partners, Inc. | 6,966 | $165.2K | 0.01% | +2,219+46.7% | Added |