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Beacon Financial (BBT) Institutional Ownership

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$28.86 +0.27 (+0.93%)
Closing price 03:59 PM Eastern
Extended Trading
$28.60 -0.26 (-0.92%)
As of 05:55 PM 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)
177
Total
Institutional Inflows
(last 12 months)
$1.57B
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$44.17M
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BBT Institutional Buying and Selling by Quarter

Beacon Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
4/28/2026 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%
3/9/2026 Corient Private Wealth LLC62,645$1.65M0.0%N/A0.075%
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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%
2/19/2026 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%
2/18/2026 Janus Henderson Group PLC36,282$956K0.0%N/A0.043%
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%
2/17/2026 North Reef Capital Management LP50,344$1.33M0.1%N/A0.060%
2/17/2026 Amundi20,183$532K0.0%N/A0.024%
2/17/2026 Nearwater Capital Markets Ltd329,500$8.69M0.1%N/A0.393%
2/17/2026 Price 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%
2/17/2026 Osaic 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%
2/17/2026 California 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%
2/17/2026 Captrust Financial Advisors27,642$729K0.0%N/A0.033%
2/17/2026 ExodusPoint Capital Management LP114,499$3.02M0.0%N/A0.136%
2/17/2026 Royal Bank of Canada34,388$907K0.0%N/A0.041%
2/17/2026 Maltese Capital Management LLC220,000$5.80M1.0%N/A0.262%
2/16/2026 Squarepoint Ops LLC27,881$735K0.0%N/A0.033%
2/16/2026 Verition 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%
2/16/2026 Barclays PLC181,604$4.79M0.0%N/A0.216%
2/16/2026 Bayview Asset Management LLC544,828$14.37M3.3%N/A0.649%
2/13/2026 Kestra Advisory Services LLC7,997$211K0.0%N/A0.010%
2/13/2026 The Manufacturers Life Insurance Company 37,153$980K0.0%N/A0.044%
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2/13/2026 CANADA LIFE ASSURANCE Co69,635$1.84M0.0%N/A0.083%
2/13/2026 Segall 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%
2/13/2026 Smartleaf Asset Management LLC1,654$44K0.0%N/A0.002%
2/13/2026 Public Sector Pension Investment Board290,374$7.66M0.0%N/A0.346%
2/13/2026 Rafferty Asset Management LLC145,749$3.84M0.0%N/A0.174%
2/13/2026 First Trust Advisors LP28,051$740K0.0%N/A0.033%
2/13/2026 Charles 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%


BBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 181 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 177 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 59,389,420 shares in the last 24 months. This purchase volume represents approximately $1.57B in transactions.

Of the 14 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 1,509,694 shares in the last 24 months. This volume of shares sold represents approximately $44.17M in transactions.



This page (NYSE:BBT) was last updated on 6/5/2026 by MarketBeat.com Staff.
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