Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free BBT Stock Alerts

Beacon Financial (BBT) Institutional Ownership

Beacon Financial logo
$27.67 -0.72 (-2.53%)
Closing price 05/15/2026 03:59 PM Eastern
Extended Trading
$27.68 +0.01 (+0.05%)
As of 05/15/2026 06:48 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.
Compare

Institutional Ownership Changes (13F Filings) for Beacon Financial (NYSE:BBT)

Current
Institutional Ownership
Percentage
83.07%
Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$43.91M
Get BBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Beacon Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BBT Institutional Buying and Selling by Quarter

Beacon Financial Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/14/2026 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%
4/28/2026 DGS 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%
3/9/2026Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
3/9/2026EMC Capital Management5,489$145K0.1%N/A0.007%
3/6/2026 Hsbc Holdings PLC50,729$1.34M0.0%N/A0.061%
2/24/2026 DGS Capital Management LLC17,088$451K0.1%N/A0.020%
2/19/2026 Invesco 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%
This stock has 30 days of quiet left (Ad)

A small power equipment company with $1.5 billion in orders is flying under the radar - but not for long. When the SpaceX and xAI S-1 filing hits the SEC in June, analysts will comb through supplier disclosures and this company's name is expected to surface. Dylan Jovine has identified the ticker and laid out the full investment thesis. The stock is still quiet - but that window may be closing fast.tc pixel

See the overlooked supplier before the SpaceX S-1 changes everything
2/18/2026State 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%
2/18/2026NewEdge 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%
2/18/2026 Polymer 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%
2/17/2026 Cetera 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%
2/17/2026 Watershed Asset Management L.L.C.15,229$402K0.4%N/A0.018%
2/17/2026Osaic Holdings Inc.21,991$580K0.0%N/A0.026%
2/17/2026 Adage Capital Partners GP L.L.C.2,036,828$53.71M0.1%N/A2.427%
2/17/2026 Public 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%
2/17/2026 Russell Investments Group Ltd.27,471$724K0.0%N/A0.033%
2/17/2026 Maryland State Retirement & Pension System12,336$325K0.0%N/A0.015%
2/17/2026Captrust Financial Advisors27,642$729K0.0%N/A0.033%
2/17/2026 ExodusPoint 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%
2/16/2026 Public Employees Retirement Association of Colorado8,909$235K0.0%N/A0.011%
2/16/2026 Mariner 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%
2/13/2026 Kestra Advisory Services LLC7,997$211K0.0%N/A0.010%
2/13/2026The Manufacturers Life Insurance Company 37,153$980K0.0%N/A0.044%
2/13/2026 CANADA LIFE ASSURANCE Co69,635$1.84M0.0%N/A0.083%
2/13/2026Segall Bryant & Hamill LLC69,985$1.85M0.0%N/A0.083%
2/13/2026 Walleye Capital LLC47,895$1.26M0.0%N/A0.057%
2/13/2026 Stifel Financial Corp12,567$331K0.0%N/A0.015%
2/13/2026Smartleaf Asset Management LLC1,654$44K0.0%N/A0.002%
2/13/2026 Public Sector Pension Investment Board290,374$7.66M0.0%N/A0.346%
2/13/2026Rafferty Asset Management LLC145,749$3.84M0.0%N/A0.174%
The chokepoint supplier behind SpaceX's $1.75 trillion empire (Ad)

When Musk laughed and said 'you need transformers to run transformers,' it wasn't a joke - it was a confession. The world's largest supercomputer requires power equipment that takes 120 weeks to build, and Musk built Colossus in just 122 days. One small American company is positioned to close that gap faster than anyone else, yet Wall Street still prices it like an afterthought. Dylan Jovine has the full story and the ticker.tc pixel

See the stock Musk's own words pointed to right here
2/13/2026 First Trust Advisors LP28,051$740K0.0%N/A0.033%
2/13/2026Charles Schwab Investment Management Inc.1,118,341$29.49M0.0%N/A1.333%
2/13/2026 Police & Firemen s Retirement System of New Jersey23,056$608K0.0%N/A0.027%
2/13/2026State Street Corp5,054,040$133.28M0.0%N/A6.023%
2/13/2026Ieq Capital LLC23,764$627K0.0%N/A0.028%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC217,199$5.73M0.0%N/A0.259%
2/13/2026 Wells Fargo & Company MN98,136$2.59M0.0%N/A0.117%
2/12/2026HoldCo Asset Management LP2,061,000$54.35M4.1%N/A2.456%
2/12/2026 DRW Securities LLC16,026$423K0.0%N/A0.019%
2/12/2026 Orion Porfolio Solutions LLC9,214$243K0.0%N/A0.011%


BBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 180 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 176 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 59,300,579 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Of the 12 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 1,500,694 shares in the last 24 months. This volume of shares sold represents approximately $43.91M in transactions.


Related Companies

This page (NYSE:BBT) was last updated on 5/16/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel
Before you buy SpaceX shares, consider this alternative approach
SpaceX has confidentially filed for an IPO with the SEC, targeting a June 2026 listing at a valuation exceedin...
Weiss Ratings | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel