Beacon Financial BBT Institutional Ownership

NYSE BBT

$28.00 +0.26 (+0.94%)

As of: Sep 30, 2026 · 12:17 PM EDT

Institutions by Trading Activity

296 Institutions

Increased 144 48.6%

Unchanged 62 20.9%

Reduced 90 30.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

93.23%

▲+0.67 pp QoQ

Shares Held by Institutions

78.14Mn

of 83.82Mn outstanding

▲+6.61% QoQ

Shares Outstanding

83.82Mn

5.68Mn held outside 13F filers

Institutional Investors

296

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+4.85Mn

accumulated since last quarter

Value of Holdings

$2.17Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Beacon Financial Corp (NYSE:BBT) appears in 296 institutional 13F filings for the quarter ending June 2026.

They owned 93.2% of outstanding stock in June 2026, up from 92.6% the prior quarter.
They increased total shares held in BBT by 6.61% quarter over quarter, and investors in Beacon Financial increased 28.14% from a year ago.
Of these 296 holders, 144 added to their stakes in Beacon Financial, 90 trimmed positions, and 62 made no changes.
The aggregate institutional position in Beacon Financial amounted to 78.14Mn shares as of June 2026, up by 4.85Mn shares quarter on quarter, and up 34.16Mn shares year over year.
BlackRock, Inc. holds the largest position in BBT at 12.37Mn shares as of June 30, 2026, or 14.75% of shares outstanding.
Top purchasers of BBT stock for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (1.05Mn), T. Rowe Price Investment Management, Inc. (1.05Mn), Walleye Capital LLC (665.52K), Bank Of America Corp /De/ (437.72K), Verition Fund Management LLC (388.13K).
The biggest sellers of Beacon Financial for the quarter ending June 2026 included FULLER & THALER ASSET MANAGEMENT, INC. (833.61K), Goldman Sachs Group Inc (470.16K), ADAGE CAPITAL PARTNERS GP, L.L.C. (332.94K), Ategra Capital Management, LLC (245.54K), LPL Financial LLC (201.03K).
Per Business Quant, the top 10 investors in BBT for the quarter ending June 2026 include BlackRock, Inc. (12.37Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.21Mn), MILLENNIUM MANAGEMENT LLC (5.17Mn), State Street Corp (5.13Mn), DIMENSIONAL FUND ADVISORS LP (4.96Mn), FULLER & THALER ASSET MANAGEMENT, INC. (3.94Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.76Mn), Verition Fund Management LLC (2.4Mn), HoldCo Asset Management, LP (2.26Mn), GEODE CAPITAL MANAGEMENT, LLC (2.16Mn).

Form 13F Holdings

296 Institutional Holders

Report period 30 Jun, 2026

Total shares held 78.14Mn

Of outstanding 93.23%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	12,366,226	14.75%	▲184,505	+1.51%	$376.55Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,212,012	6.22%	▲78,080	+1.52%	$158.71Mn
3	MILLENNIUM MANAGEMENT LLC	0001273087	5,165,656	6.16%	▲53,775	+1.05%	$157.29Mn
4	State Street Corp	0000093751	5,129,035	6.12%	▲375,049	+7.89%	$156.18Mn
5	DIMENSIONAL FUND ADVISORS LP	0000354204	4,955,978	5.91%	▲137,456	+2.85%	$150.91Mn
6	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	3,936,942	4.70%	▼833,610	-17.47%	$119.88Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,761,172	4.49%	▼5,012	-0.13%	$114.53Mn
8	Verition Fund Management LLC	0001454027	2,403,149	2.87%	▲388,127	+19.26%	$73.18Mn
9	HoldCo Asset Management, LP	0001724246	2,263,000	2.70%	▲202,000	+9.80%	$68.91Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,160,024	2.58%	▲115,664	+5.66%	$65.79Mn
11	Morgan Stanley	0000895421	1,665,977	1.99%	▲329,778	+24.68%	$50.73Mn
12	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	1,493,023	1.78%	▼332,939	-18.23%	$45.46Mn
13	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	1,265,827	1.51%	▲62,220	+5.17%	$38.54Mn
14	Bank Of America Corp /De/	0000070858	1,063,829	1.27%	▲437,725	+69.91%	$32.39Mn
15	Nuveen, LLC	0001871926	1,060,271	1.26%	▲198,888	+23.09%	$32.29Mn
16	SYSTEMATIC FINANCIAL MANAGEMENT LP	0001085936	1,060,206	1.26%	▼67,650	-6.00%	$32.28Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,054,300	1.26%	▼35,923	-3.30%	$32.10Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	1,054,300	1.26%	▲1,054,300	0.00%	$32.10Mn
18	T. Rowe Price Investment Management, Inc.	0001897612	1,051,210	1.25%	▲1,051,210	0.00%	$32.01K
19	Goldman Sachs Group Inc	0000886982	952,914	1.14%	▼470,162	-33.04%	$29.02Mn

Showing 1 to 20 of 296 holders