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, Q4 2025
Institutional positions in Beacon Financial Corp as of Dec 31, 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
- 283
- +9 vs. Q3 2025
- Shares held
- 76.5M
- +3.40M (+4.6%) vs. Q3 2025
- Total value
- $2.02B
- +$283.5M (+16.3%) vs. Q3 2025
- New holders
- 55
- 76 more added
- Sold out
- 46
- 115 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Beacon Financial Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12,363,035 | $326.0M | 0.01% | +290,369+2.4% | Added |
| Vanguard Group Inc | 9,603,540 | $253.2M | 0.00% | −106,583−1.1% | Reduced |
| State Street Corp | 5,054,040 | $133.3M | 0.00% | +728,883+16.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 4,878,380 | $128.6M | 0.43% | −403,636−7.6% | Reduced |
| Dimensional Fund Advisors LP | 4,875,511 | $128.6M | 0.03% | −5,218−0.1% | Reduced |
| Azora Capital LP | 3,133,051 | $82.6M | 5.20% | +2,568,074+454.5% | Added |
| Verition Fund Management LLC | 2,270,482 | $59.9M | 0.32% | +1,451,245+177.1% | Added |
| HoldCo Asset Management, L.P. | 2,061,000 | $54.3M | 4.09% | +2,061,000 | New |
| Adage Capital Partners GP, L.L.C. | 2,036,828 | $53.7M | 0.08% | +417,632+25.8% | Added |
| Geode Capital Management, LLC | 1,983,571 | $52.3M | 0.00% | +44,454+2.3% | Added |
| Morgan Stanley | 1,565,804 | $41.3M | 0.00% | +361,195+30.0% | Added |
| Massachusetts Financial Services Co | 1,337,669 | $35.3M | 0.01% | +191,447+16.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,285,066 | $33.9M | 0.02% | −184,938−12.6% | Reduced |
| Goldman Sachs Group Inc | 1,275,279 | $33.6M | 0.00% | +582,448+84.1% | Added |
| Systematic Financial Management LP | 1,140,629 | $30.1M | 0.71% | −8,057−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,118,341 | $29.5M | 0.00% | +55,910+5.3% | Added |
| American Century Companies Inc | 890,144 | $23.5M | 0.01% | −629,758−41.4% | Reduced |
| Northern Trust Corp | 820,399 | $21.6M | 0.00% | −70,459−7.9% | Reduced |
| Renaissance Technologies LLC | 797,158 | $21.0M | 0.03% | −93,640−10.5% | Reduced |
| Nuveen, LLC | 714,103 | $18.8M | 0.00% | −94,416−11.7% | Reduced |
| UBS Group AG | 713,489 | $18.8M | 0.00% | +143,732+25.2% | Added |
| Millennium Management LLC | 656,993 | $17.3M | 0.01% | +623,028+1,834.3% | Added |
| Strategic Value Bank Partners LLC | 623,747 | $16.4M | 11.26% | 00.0% | Unchanged |
| Bank of America Corp | 612,855 | $16.2M | 0.00% | +17,293+2.9% | Added |
| Two Sigma Investments, LP | 565,605 | $14.9M | 0.02% | −113,368−16.7% | Reduced |
| Bayview Asset Management, LLC | 544,828 | $14.4M | 12.94% | +88,684+19.4% | Added |
| Bank of New York Mellon Corp | 543,684 | $14.3M | 0.00% | −216,078−28.4% | Reduced |
| Ategra Capital Management, LLC | 511,288 | $13.5M | 7.71% | +27,384+5.7% | Added |
| Bridgeway Capital Management, LLC | 507,886 | $13.4M | 0.28% | +18,966+3.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 500,742 | $13.2M | 0.04% | −407,210−44.8% | Reduced |
| JPMorgan Chase & Co | 458,033 | $12.1M | 0.00% | −168,392−26.9% | Reduced |
| Invesco Ltd. | 447,603 | $11.8M | 0.00% | −1,183,589−72.6% | Reduced |
| Principal Financial Group Inc | 399,888 | $10.5M | 0.01% | −1,554−0.4% | Reduced |
| Glendon Capital Management LP | 381,184 | $10.1M | 0.60% | +208,771+121.1% | Added |
| Ameriprise Financial Inc | 360,815 | $9.51M | 0.00% | −126,813−26.0% | Reduced |
| Citadel Advisors LLC | 334,363 | $8.82M | 0.01% | +124,542+59.4% | Added |
| Nearwater Capital Markets, Ltd | 329,500 | $8.69M | 0.15% | +329,500 | New |
| Royce & Associates LP | 316,854 | $8.36M | 0.08% | +303,385+2,252.5% | Added |
| Public Sector Pension Investment Board | 290,374 | $7.66M | 0.03% | −33,873−10.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 261,325 | $6.89M | 0.12% | +261,325 | New |
| AQR Capital Management LLC | 252,240 | $6.65M | 0.00% | −113,555−31.0% | Reduced |
| Rhumbline Advisers | 233,891 | $6.17M | 0.00% | −13,017−5.3% | Reduced |
| Maltese Capital Management LLC | 220,000 | $5.80M | 1.03% | −10,470−4.5% | Reduced |
| UBS Asset Management Americas Inc | 217,199 | $5.73M | 0.00% | +13,250+6.5% | Added |
| LPL Financial LLC | 216,193 | $5.70M | 0.00% | −818−0.4% | Reduced |
| Voloridge Investment Management, LLC | 209,293 | $5.52M | 0.02% | +209,293 | New |
| Legal & General Group Plc | 203,893 | $5.38M | 0.00% | −13,971−6.4% | Reduced |
| Voya Investment Management LLC | 196,666 | $5.19M | 0.01% | −12,852−6.1% | Reduced |
| Grace & White Inc | 186,349 | $4.91M | 0.88% | −8,268−4.2% | Reduced |
| Barclays PLC | 181,604 | $4.79M | 0.00% | +56,083+44.7% | Added |
| Swiss National Bank | 166,256 | $4.38M | 0.00% | +4,300+2.7% | Added |
| Thrivent Financial for Lutherans | 151,543 | $4.00M | 0.01% | −111,666−42.4% | Reduced |
| EJF Capital LLC | 146,451 | $3.86M | 2.19% | +15,317+11.7% | Added |
| Rafferty Asset Management, LLC | 145,749 | $3.84M | 0.01% | +61,030+72.0% | Added |
| Commonwealth Equity Services, LLC | 139,837 | $3.69M | 0.00% | −20,924−13.0% | Reduced |
| Ruffer LLP | 130,048 | $3.43M | 0.16% | +130,048 | New |
| Citigroup Inc | 128,884 | $3.40M | 0.00% | −99,311−43.5% | Reduced |
| Alliancebernstein L.P. | 117,349 | $3.09M | 0.00% | +8,719+8.0% | Added |
| Jefferies Financial Group Inc. | 115,569 | $3.05M | 0.02% | +115,569 | New |
| ExodusPoint Capital Management, LP | 114,499 | $3.02M | 0.03% | −156,738−57.8% | Reduced |
| Mendon Capital Advisors Corp | 106,393 | $2.81M | 1.10% | +86,393+432.0% | Added |
| Price T Rowe Associates Inc | 105,218 | $2.77M | 0.00% | −5,156−4.7% | Reduced |
| Congress Asset Management Co | 104,025 | $2.74M | 0.02% | −9,088−8.0% | Reduced |
| Quest Partners LLC | 101,026 | $2.66M | 0.15% | −13,520−11.8% | Reduced |
| Wells Fargo & Company | 98,136 | $2.59M | 0.00% | +32,400+49.3% | Added |
| RMB Capital Management, LLC | 87,182 | $2.30M | 0.04% | +87,182 | New |
| Raymond James Financial Inc | 84,754 | $2.23M | 0.00% | −10,640−11.2% | Reduced |
| California State Teachers Retirement System | 79,940 | $2.11M | 0.00% | +5,570+7.5% | Added |
| New York State Teachers Retirement System | 79,182 | $2.09M | 0.00% | −816−1.0% | Reduced |
| Prudential Financial Inc | 78,587 | $2.07M | 0.00% | −25,929−24.8% | Reduced |
| Deutsche Bank AG | 77,368 | $2.04M | 0.00% | +1,533+2.0% | Added |
| Artemis Investment Management LLP | 72,849 | $1.92M | 0.02% | +72,849 | New |
| Comerica Bank | 70,791 | $1.87M | 0.01% | +10,866+18.1% | Added |
| Segall Bryant & Hamill, LLC | 69,985 | $1.85M | 0.02% | −28,338−28.8% | Reduced |
| Great West Life Assurance Co | 69,635 | $1.83M | 0.00% | −12,450−15.2% | Reduced |
| Cutler Capital Management, LLC | 69,183 | $1.82M | 0.55% | +54,226+362.5% | Added |
| Hennessy Advisors Inc | 65,000 | $1.71M | 0.06% | +37,700+138.1% | Added |
| CI Private Wealth, LLC | 62,645 | $1.65M | 0.00% | +1,782+2.9% | Added |
| Pathstone Holdings, LLC | 61,658 | $1.63M | 0.01% | +549+0.9% | Added |
| Cerity Partners LLC | 58,975 | $1.56M | 0.00% | +8,413+16.6% | Added |
| Jain Global LLC | 58,697 | $1.55M | 0.02% | +30,741+110.0% | Added |
| Edgestream Partners, L.P. | 57,052 | $1.50M | 0.04% | +57,052 | New |
| Fox Run Management, L.L.C. | 53,642 | $1.41M | 0.22% | −27,569−33.9% | Reduced |
| HSBC Holdings PLC | 50,729 | $1.34M | 0.00% | +50,729 | New |
| Quantbot Technologies LP | 50,710 | $1.34M | 0.04% | +7,295+16.8% | Added |
| North Reef Capital Management LP | 50,344 | $1.33M | 0.05% | +50,344 | New |
| SG Americas Securities, LLC | 48,467 | $1.28M | 0.00% | +19,644+68.2% | Added |
| CM Management, LLC | 48,300 | $1.27M | 1.07% | −27,300−36.1% | Reduced |
| Walleye Capital LLC | 47,895 | $1.26M | 0.01% | +47,895 | New |
| MetLife Investment Management | 47,848 | $1.26M | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 47,507 | $1.25M | 0.00% | −7,498−13.6% | Reduced |
| Susquehanna International Group, LLP | 46,982 | $1.24M | 0.00% | −620−1.3% | Reduced |
| Canton Hathaway, LLC | 46,864 | $1.24M | 0.24% | −16,480−26.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,183 | $1.19M | 0.01% | −90,547−66.7% | Reduced |
| State of Alaska, Department of Revenue | 44,730 | $1.18M | 0.01% | +878+2.0% | Added |
| Winton Group Ltd | 44,112 | $1.16M | 0.04% | +328+0.7% | Added |
| SummitTX Capital, L.P. | 43,967 | $1.16M | 0.04% | +43,967 | New |
| Occudo Quantitative Strategies LP | 43,365 | $1.14M | 0.08% | +43,365 | New |
| Illinois Municipal Retirement Fund | 43,354 | $1.14M | 0.01% | −521−1.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 40,577 | $1.07M | 0.00% | −905−2.2% | Reduced |