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Beacon Financial (BBT) Institutional Ownership

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$31.65 +0.25 (+0.80%)
As of 10:21 AM Eastern
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Institutional Ownership Changes (13F Filings) for Beacon Financial (NYSE:BBT)

Current
Institutional Ownership
Percentage
83.07%
Number of
Institutional Buyers
(last 12 months)
191
Total
Institutional Inflows
(last 12 months)
$2.15B
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$46.23M
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BBT Institutional Buying and Selling by Quarter

Beacon Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System3,020,640$99.20M0.0%+2,866.9%3.604%
8/20/2026 Susquehanna Fundamental Investments LLC80,781$2.46M0.0%+231.6%0.096%
8/20/2026 Susquehanna International Group LLP11,218$342K0.0%-85.2%0.013%
8/20/2026 Two Sigma Securities LLC9,633$293K0.0%N/A0.011%
8/20/2026 Hennessy Advisors Inc.115,000$3.50M0.1%+3.6%0.137%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC215,048$6.55M0.0%+2.0%0.257%
8/18/2026 Empowered Funds LLC377,912$11.51M0.1%N/A0.451%
8/18/2026 Public Employees Retirement System of Ohio1,216$37K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP63,569$1.94M0.0%N/A0.076%
8/17/2026 Bank of America Corp DE1,063,829$32.39M0.0%N/A1.269%
8/15/2026 Freestone Grove Partners LP17,487$532K0.0%N/A0.021%
8/15/2026 Man Group plc8,502$259K0.0%N/A0.010%
8/15/2026 Jupiter Topco LLC36,282$1.11M0.0%N/A0.043%
8/14/2026 Ategra Capital Management LLC265,743$8.09M3.6%N/A0.317%
8/14/2026 Legal & General Group Plc189,026$5.76M0.0%N/A0.226%
8/14/2026 The Manufacturers Life Insurance Company 39,691$1.21M0.0%N/A0.047%
8/14/2026 Algert Global LLC331,312$10.09M0.1%+64.8%0.395%
8/12/2026 Northwestern Mutual Wealth Management Co.3,211$98K0.0%N/A0.004%
8/12/2026 Ieq Capital LLC14,977$456K0.0%N/A0.018%
8/12/2026 Callan Family Office LLC18,589$566K0.0%N/A0.022%
8/10/2026 Great Lakes Advisors LLC9,089$277K0.0%N/A0.011%
8/7/2026 BlackRock Inc.12,366,226$376.55M0.0%N/A14.753%
8/7/2026 Deutsche Bank AG96,453$2.94M0.0%N/A0.115%
8/7/2026 Trust Co. of Vermont1,346$41K0.0%N/A0.002%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.1,140$35K0.0%N/A0.001%
8/7/2026 HBK Sorce Advisory LLC8,089$257K0.0%N/A0.010%
8/6/2026 Global Retirement Partners LLC2,287$70K0.0%N/A0.003%
8/6/2026 Bank of New York Mellon Corp541,135$16.48M0.0%N/A0.646%
8/6/2026 State of Wyoming2,097$64K0.0%N/A0.003%
8/6/2026 GSA Capital Partners LLP28,699$874K0.1%N/A0.034%
8/3/2026 Walleye Capital LLC665,525$20.27M0.1%N/A0.794%
7/10/2026 Handelsbanken Fonder AB18,200$554K0.0%N/A0.022%
7/9/2026 Hennion & Walsh Asset Management Inc.9,840$300K0.0%-22.2%0.012%
6/3/2026 NewEdge Advisors LLC34,458$1.03M0.0%-5.0%0.041%
5/19/2026 Bank of America Corp DE626,104$18.78M0.0%+2.2%0.747%
5/19/2026 South Dakota Investment Council6,352$191K0.0%-53.1%0.008%
5/18/2026 Amundi49,819$1.50M0.0%+146.8%0.059%
5/18/2026 California State Teachers Retirement System101,810$3.05M0.0%+27.4%0.121%
5/18/2026 Royal Bank of Canada36,294$1.09M0.0%+5.5%0.043%
5/18/2026 Empowered Funds LLC331,066$9.93M0.1%+7.2%0.395%
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5/16/2026 Quantinno Capital Management LP49,671$1.49M0.0%+42.5%0.059%
5/16/2026 SummitTX Capital L.P.45,531$1.37M0.0%+3.6%0.054%
5/15/2026 Mendon Capital Advisors Corp199,731$5.99M1.7%+87.7%0.238%
5/14/2026 Renaissance Technologies LLC570,440$17.11M0.0%-28.4%0.681%
5/14/2026 Arrowstreet Capital Limited Partnership152,280$4.57M0.0%-88.2%0.182%
5/14/2026 Systematic Financial Management LP1,127,856$33.84M0.8%-1.1%1.346%
5/14/2026 Sei Investments Co.63,623$1.91M0.0%+144.6%0.076%
5/13/2026 Measured Wealth Private Client Group LLC2,337$70K0.0%-31.1%0.003%
5/13/2026 First Trust Advisors LP35,784$1.07M0.0%+27.6%0.043%
5/8/2026 PNC Financial Services Group Inc.14,869$446K0.0%+2.4%0.018%
5/7/2026 Dimensional Fund Advisors LP4,818,522$144.55M0.0%-1.2%5.734%
5/6/2026 Prosperity Consulting Group LLC6,682$200K0.0%N/A0.008%
5/5/2026 Bank of New York Mellon Corp527,786$15.83M0.0%-2.9%0.628%
5/5/2026 Illinois Municipal Retirement Fund44,634$1.34M0.0%+3.0%0.053%
5/4/2026 Principal Financial Group Inc.407,331$12.22M0.0%+1.9%0.485%
5/1/2026 Fifth Third Bancorp72,327$2.17M0.0%+12,076.3%0.086%
4/30/2026 Hsbc Holdings PLC26,219$782K0.0%-48.3%0.031%
4/29/2026 Beacon Bank & Trust10,340$310K0.1%+31.9%0.012%
4/28/2026DGS Capital Management LLC16,663$500K0.1%-2.5%0.020%
4/28/2026 Praxis Investment Management Inc.7,000$210K0.0%N/A0.008%
4/27/2026 New York State Teachers Retirement System71,832$2.16M0.0%-9.3%0.085%
4/27/2026 Private Advisor Group LLC20,498$615K0.0%-1.5%0.024%
4/27/2026 Y Intercept Hong Kong Ltd29,461$884K0.0%N/A0.035%
4/25/2026 Strs Ohio9,600$288K0.0%-67.3%0.011%
4/22/2026 Sterling Capital Management LLC2,762$83K0.0%-42.8%0.003%
4/21/2026 Louisiana State Employees Retirement System37,200$1.12M0.0%N/A0.044%
4/20/2026 Blue Trust Inc.3,220$97K0.0%+11.2%0.004%
4/17/2026 Flywheel Private Wealth LLC22,100$663K0.4%N/A0.026%
4/16/2026 SG Americas Securities LLC29,718$892K0.0%N/A0.035%
3/20/2026 Hsbc Holdings PLC50,729$1.34M0.0%N/A0.061%
3/17/2026 Rockefeller Capital Management L.P.1,213$32K0.0%N/A0.001%
3/13/2026 World Investment Advisors14,892$393K0.0%N/A0.018%
3/9/2026 Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
3/9/2026 EMC Capital Management5,489$145K0.1%N/A0.007%
3/6/2026 Hsbc Holdings PLC50,729$1.34M0.0%N/A0.061%
2/24/2026DGS Capital Management LLC17,088$451K0.1%N/A0.020%
2/19/2026 Invesco Ltd.447,603$11.80M0.0%N/A0.533%
2/19/2026 Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
2/18/2026 Mercer Global Advisors Inc. ADV14,336$378K0.0%N/A0.017%
2/18/2026 Mendon Capital Advisors Corp106,393$2.81M0.8%N/A0.127%
2/18/2026 State of Tennessee Department of Treasury18,559$526K0.0%N/A0.022%
2/18/2026 Fuller & Thaler Asset Management Inc.4,878,380$128.64M0.4%N/A5.814%
2/18/2026 NewEdge Advisors LLC36,258$956K0.0%N/A0.043%
2/18/2026 VARCOV Co.10,318$272K0.1%N/A0.012%
2/18/2026 Voloridge Investment Management LLC209,293$5.52M0.0%N/A0.249%
2/18/2026 SummitTX Capital L.P.43,967$1.16M0.0%N/A0.052%
2/18/2026 Polymer Capital Management US LLC13,132$346K0.0%N/A0.016%
2/18/2026 Occudo Quantitative Strategies LP43,365$1.14M0.1%N/A0.052%
2/18/2026 Millennium Management LLC656,993$17.33M0.0%N/A0.783%
2/18/2026Janus Henderson Group PLC36,282$956K0.0%N/A0.043%
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2/18/2026 Engineers Gate Manager LP20,119$531K0.0%N/A0.024%
2/18/2026 First Manhattan CO. LLC.16,673$440K0.0%N/A0.020%
2/18/2026 Balyasny Asset Management L.P.20,548$542K0.0%N/A0.024%
2/18/2026 Azora Capital LP3,133,051$82.62M5.2%N/A3.734%
2/18/2026 Bridgeway Capital Management LLC507,886$13.39M0.3%N/A0.605%
2/17/2026 Freestone Grove Partners LP27,612$728K0.0%N/A0.033%
2/17/2026 Schonfeld Strategic Advisors LLC45,183$1.19M0.0%N/A0.054%
2/17/2026 AQR Capital Management LLC252,240$6.65M0.0%N/A0.301%
2/17/2026 Cetera Investment Advisers33,185$875K0.0%N/A0.040%
2/17/2026 Jain Global LLC58,697$1.55M0.0%N/A0.070%


BBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 institutional investors and hedge funds held shares of Beacon Financial. The most heavily invested institutionals were BlackRock Inc. ($376.55M), Vanguard Group Inc. ($253.25M), Dimensional Fund Advisors LP ($144.55M), State Street Corp ($133.28M), Fuller & Thaler Asset Management Inc. ($128.64M), California State Teachers Retirement System ($99.20M), and Azora Capital LP ($82.62M).Learn more on Beacon Financial's institutional investors.

83.07% of Beacon Financial's stock is owned by institutional investors. Learn more on BBT's institutional investor holdings.

Of the 191 institutional investors that purchased Beacon Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($12.37M), Fuller & Thaler Asset Management Inc. ($9.76M), Vanguard Group Inc. ($9.60M), State Street Corp ($5.05M), Dimensional Fund Advisors LP ($4.88M), Azora Capital LP ($3.13M), and California State Teachers Retirement System ($3.02M).

Institutional investors have bought a total of 78,353,144 shares in the last 24 months. This purchase volume represents approximately $2.15B in transactions.

Of the 16 institutional investors that sold Beacon Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arrowstreet Capital Limited Partnership ($1.13M), Renaissance Technologies LLC ($226.72K), Susquehanna International Group LLP ($64.68K), Dimensional Fund Advisors LP ($56.99K), Hsbc Holdings PLC ($24.51K), Strs Ohio ($19.80K), and Bank of New York Mellon Corp ($15.90K).

Institutional investors have sold a total of 1,577,192 shares in the last 24 months. This volume of shares sold represents approximately $46.23M in transactions.


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Institutional ownership data for NYSE:BBT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/24/2026. New 13F filings are added each quarter as they're published.
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