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Beacon Financial (BBT) Institutional Ownership

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$31.14 +0.86 (+2.85%)
Closing price 03:59 PM Eastern
Extended Trading
$31.16 +0.02 (+0.07%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
178
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$44.26M
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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
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%
6/3/2026NewEdge Advisors LLC34,458$1.03M0.0%-5.0%0.041%
5/19/2026Bank of America Corp DE626,104$18.78M0.0%+2.2%0.747%
5/19/2026South Dakota Investment Council6,352$191K0.0%-53.1%0.008%
5/18/2026Amundi49,819$1.50M0.0%+146.8%0.059%
5/18/2026California State Teachers Retirement System101,810$3.05M0.0%+27.4%0.121%
5/18/2026Royal Bank of Canada36,294$1.09M0.0%+5.5%0.043%
5/18/2026Empowered Funds LLC331,066$9.93M0.1%+7.2%0.395%
5/16/2026Quantinno Capital Management LP49,671$1.49M0.0%+42.5%0.059%
5/16/2026SummitTX Capital L.P.45,531$1.37M0.0%+3.6%0.054%
5/15/2026Mendon Capital Advisors Corp199,731$5.99M1.7%+87.7%0.238%
5/14/2026Renaissance Technologies LLC570,440$17.11M0.0%-28.4%0.681%
5/14/2026Arrowstreet Capital Limited Partnership152,280$4.57M0.0%-88.2%0.182%
5/14/2026Systematic Financial Management LP1,127,856$33.84M0.8%-1.1%1.346%
5/14/2026Sei Investments Co.63,623$1.91M0.0%+144.6%0.076%
5/13/2026Measured Wealth Private Client Group LLC2,337$70K0.0%-31.1%0.003%
5/13/2026First Trust Advisors LP35,784$1.07M0.0%+27.6%0.043%
5/8/2026PNC Financial Services Group Inc.14,869$446K0.0%+2.4%0.018%
5/7/2026Dimensional Fund Advisors LP4,818,522$144.55M0.0%-1.2%5.734%
5/6/2026Prosperity Consulting Group LLC6,682$200K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp527,786$15.83M0.0%-2.9%0.628%
5/5/2026Illinois Municipal Retirement Fund44,634$1.34M0.0%+3.0%0.053%
5/4/2026Principal Financial Group Inc.407,331$12.22M0.0%+1.9%0.485%
5/1/2026Fifth Third Bancorp72,327$2.17M0.0%+12,076.3%0.086%
4/30/2026Hsbc 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%
4/28/2026Praxis Investment Management Inc.7,000$210K0.0%N/A0.008%
4/27/2026New York State Teachers Retirement System71,832$2.16M0.0%-9.3%0.085%
4/27/2026Private Advisor Group LLC20,498$615K0.0%-1.5%0.024%
4/27/2026 Y Intercept Hong Kong Ltd29,461$884K0.0%N/A0.035%
4/25/2026Strs Ohio9,600$288K0.0%-67.3%0.011%
4/22/2026Sterling Capital Management LLC2,762$83K0.0%-42.8%0.003%
4/21/2026Louisiana State Employees Retirement System37,200$1.12M0.0%N/A0.044%
4/20/2026Blue Trust Inc.3,220$97K0.0%+11.2%0.004%
4/17/2026Flywheel Private Wealth LLC22,100$663K0.4%N/A0.026%
4/16/2026SG Americas Securities LLC29,718$892K0.0%N/A0.035%
3/20/2026Hsbc Holdings PLC50,729$1.34M0.0%N/A0.061%
3/17/2026Rockefeller Capital Management L.P.1,213$32K0.0%N/A0.001%
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3/13/2026World Investment Advisors14,892$393K0.0%N/A0.018%
3/9/2026Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
3/9/2026EMC Capital Management5,489$145K0.1%N/A0.007%
3/6/2026Hsbc Holdings PLC50,729$1.34M0.0%N/A0.061%
2/24/2026DGS Capital Management LLC17,088$451K0.1%N/A0.020%
2/19/2026Invesco Ltd.447,603$11.80M0.0%N/A0.533%
2/19/2026Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
2/18/2026Mercer Global Advisors Inc. ADV14,336$378K0.0%N/A0.017%
2/18/2026Mendon Capital Advisors Corp106,393$2.81M0.8%N/A0.127%
2/18/2026State of Tennessee Department of Treasury18,559$526K0.0%N/A0.022%
2/18/2026Fuller & Thaler Asset Management Inc.4,878,380$128.64M0.4%N/A5.814%
2/18/2026NewEdge Advisors LLC36,258$956K0.0%N/A0.043%
2/18/2026VARCOV Co.10,318$272K0.1%N/A0.012%
2/18/2026Voloridge Investment Management LLC209,293$5.52M0.0%N/A0.249%
2/18/2026SummitTX Capital L.P.43,967$1.16M0.0%N/A0.052%
2/18/2026Polymer Capital Management US LLC13,132$346K0.0%N/A0.016%
2/18/2026Occudo Quantitative Strategies LP43,365$1.14M0.1%N/A0.052%
2/18/2026Millennium Management LLC656,993$17.33M0.0%N/A0.783%
2/18/2026Janus Henderson Group PLC36,282$956K0.0%N/A0.043%
2/18/2026Engineers Gate Manager LP20,119$531K0.0%N/A0.024%
2/18/2026First Manhattan CO. LLC.16,673$440K0.0%N/A0.020%
2/18/2026Balyasny Asset Management L.P.20,548$542K0.0%N/A0.024%
2/18/2026Azora Capital LP3,133,051$82.62M5.2%N/A3.734%
2/18/2026Bridgeway Capital Management LLC507,886$13.39M0.3%N/A0.605%
2/17/2026Freestone Grove Partners LP27,612$728K0.0%N/A0.033%
2/17/2026Schonfeld Strategic Advisors LLC45,183$1.19M0.0%N/A0.054%
2/17/2026AQR Capital Management LLC252,240$6.65M0.0%N/A0.301%
2/17/2026Cetera Investment Advisers33,185$875K0.0%N/A0.040%
2/17/2026Jain Global LLC58,697$1.55M0.0%N/A0.070%
2/17/2026North Reef Capital Management LP50,344$1.33M0.1%N/A0.060%
2/17/2026Amundi20,183$532K0.0%N/A0.024%
2/17/2026Nearwater Capital Markets Ltd329,500$8.69M0.1%N/A0.393%
2/17/2026Price T Rowe Associates Inc. MD105,218$2.78M0.0%N/A0.125%
2/17/2026Watershed Asset Management L.L.C.15,229$402K0.4%N/A0.018%
2/17/2026Osaic Holdings Inc.21,991$580K0.0%N/A0.026%
2/17/2026Adage Capital Partners GP L.L.C.2,036,828$53.71M0.1%N/A2.427%
2/17/2026Public Employees Retirement System of Ohio1,575$42K0.0%N/A0.002%
2/17/2026California State Teachers Retirement System79,940$2.11M0.0%N/A0.095%
2/17/2026Russell Investments Group Ltd.27,471$724K0.0%N/A0.033%
2/17/2026Maryland State Retirement & Pension System12,336$325K0.0%N/A0.015%
2/17/2026Captrust Financial Advisors27,642$729K0.0%N/A0.033%
2/17/2026ExodusPoint Capital Management LP114,499$3.02M0.0%N/A0.136%
2/17/2026Royal Bank of Canada34,388$907K0.0%N/A0.041%
2/17/2026Maltese Capital Management LLC220,000$5.80M1.0%N/A0.262%
2/16/2026Squarepoint Ops LLC27,881$735K0.0%N/A0.033%
2/16/2026Verition Fund Management LLC2,270,482$59.87M0.2%N/A2.706%
2/16/2026Public Employees Retirement Association of Colorado8,909$235K0.0%N/A0.011%
2/16/2026Mariner LLC9,994$264K0.0%N/A0.012%
2/16/2026Barclays PLC181,604$4.79M0.0%N/A0.216%
2/16/2026Bayview Asset Management LLC544,828$14.37M3.3%N/A0.649%
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2/13/2026Kestra Advisory Services LLC7,997$211K0.0%N/A0.010%
2/13/2026The Manufacturers Life Insurance Company 37,153$980K0.0%N/A0.044%
2/13/2026CANADA LIFE ASSURANCE Co69,635$1.84M0.0%N/A0.083%
2/13/2026Segall Bryant & Hamill LLC69,985$1.85M0.0%N/A0.083%
2/13/2026Walleye Capital LLC47,895$1.26M0.0%N/A0.057%
2/13/2026Stifel Financial Corp12,567$331K0.0%N/A0.015%
2/13/2026Smartleaf Asset Management LLC1,654$44K0.0%N/A0.002%
2/13/2026Public Sector Pension Investment Board290,374$7.66M0.0%N/A0.346%
2/13/2026Rafferty Asset Management LLC145,749$3.84M0.0%N/A0.174%
2/13/2026First Trust Advisors LP28,051$740K0.0%N/A0.033%


BBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 institutional investors and hedge funds held shares of Beacon Financial. The most heavily invested institutionals were Vanguard Group Inc. ($253.25M), Dimensional Fund Advisors LP ($144.55M), State Street Corp ($133.28M), Fuller & Thaler Asset Management Inc. ($128.64M), Azora Capital LP ($82.62M), Verition Fund Management LLC ($59.87M), and HoldCo Asset Management LP ($54.35M).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 178 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: 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), Verition Fund Management LLC ($2.27M), and HoldCo Asset Management LP ($2.06M).

Institutional investors have bought a total of 59,407,620 shares in the last 24 months. This purchase volume represents approximately $1.58B in transactions.

Of the 15 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), Dimensional Fund Advisors LP ($56.99K), Hsbc Holdings PLC ($24.51K), Strs Ohio ($19.80K), Bank of New York Mellon Corp ($15.90K), and Systematic Financial Management LP ($12.77K).

Institutional investors have sold a total of 1,512,508 shares in the last 24 months. This volume of shares sold represents approximately $44.26M in transactions.


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This page (NYSE:BBT) was last updated on 7/16/2026 by MarketBeat.com Staff.
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