Beacon Financial BBT Institutional Ownership

NYSE BBT

$27.91 +0.01 (+0.04%)

As of: Oct 21, 2026 · 12:44 PM EDT

Institutions by Trading Activity

294 Institutions

Increased 142 48.3%

Unchanged 62 21.1%

Reduced 90 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

91.95%

▼-0.61 pp QoQ

Shares Held by Institutions

77.07Mn

of 83.82Mn outstanding

▼-0.66% QoQ

Shares Outstanding

83.82Mn

6.75Mn held outside 13F filers

Institutional Investors

294

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

-510.69K

distributed since last quarter

Value of Holdings

$2.12Bn

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

Updated Oct 11, 2026

Beacon Financial Corp (NYSE:BBT) appeared in the 13F filings of 294 institutional investors for the quarter ended June 30, 2026.

Their combined stake equaled 91.95% of outstanding shares in Q2 2026, down from 92.56% in Q1 2026.
Total holdings of Beacon Financial shares fell 0.66% from Q1 2026, and the number of holders rose 27.83% from Q2 2025.
Of these 294 holders, 142 added to their positions, 90 reduced their stakes and 62 left their positions unchanged.
The aggregate institutional position in Beacon Financial was 77.07Mn shares at the end of Q2 2026, down 510.69K from the prior quarter and up 33.09Mn from a year earlier.
BlackRock, Inc. was the top holder of Beacon Financial as of June 30, 2026, with 12.37Mn shares, or 14.75% of shares outstanding.
Among holders that already owned Beacon Financial, the biggest buyers in Q2 2026 were Bank of America Corp (+437.73K shares), Verition Fund Management LLC (+388.13K shares), State Street Corp (+375.05K shares), Morgan Stanley (+329.78K shares) and SummitTX Capital, L.P. (+227.24K shares).
Among holders that kept a stake in Beacon Financial, the biggest sellers in Q2 2026 were Fuller & Thaler Asset Management, Inc. (-833.61K shares), Goldman Sachs Group Inc (-470.16K shares), Adage Capital Partners GP, L.L.C. (-332.94K shares), Ategra Capital Management, LLC (-245.54K shares) and LPL Financial LLC (-201.03K shares).
Business Quant data shows the 10 biggest positions in Beacon Financial as of Q2 2026 were held by BlackRock, Inc. (12.37Mn shares), Vanguard Portfolio Management LLC (5.21Mn shares), Millennium Management LLC (5.17Mn shares), State Street Corp (5.13Mn shares), Dimensional Fund Advisors LP (4.96Mn shares), Fuller & Thaler Asset Management, Inc. (3.94Mn shares), Vanguard Capital Management LLC (3.76Mn shares), Verition Fund Management LLC (2.4Mn shares), HoldCo Asset Management, LP (2.26Mn shares) and Geode Capital Management, LLC (2.16Mn shares).

Form 13F Holdings

294 Institutional Holders

Report period 30 Jun, 2026

Total shares held 77.07Mn

Of outstanding 91.95%

#	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
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
20	Northern Trust Corp	0000073124	910,859	1.09%	▲84,380	+10.21%	$27.74Mn

Showing 1 to 20 of 294 holders