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Beacon Financial (BBT) Institutional Ownership

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$28.17 -0.17 (-0.59%)
Closing price 03:59 PM Eastern
Extended Trading
$28.13 -0.04 (-0.16%)
As of 04:15 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)
193
Total
Institutional Inflows
(last 12 months)
$2.06B
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$46.68M
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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
9/9/2026Tidal Investments LLC18,301$557K0.0%N/A0.022%
9/9/2026Integrated Wealth Concepts LLC6,812$207K0.0%N/A0.008%
9/9/2026NewEdge Advisors LLC34,078$1.04M0.0%-1.1%0.041%
8/27/2026Corient Private Wealth LP67,429$2.05M0.0%+7.1%0.080%
8/26/2026Amundi35,495$1.08M0.0%-28.8%0.042%
8/20/2026Susquehanna Fundamental Investments LLC80,781$2.46M0.0%+231.6%0.096%
8/20/2026Susquehanna International Group LLP11,218$342K0.0%-85.2%0.013%
8/20/2026Two Sigma Securities LLC9,633$293K0.0%N/A0.011%
8/20/2026Hennessy Advisors Inc.115,000$3.50M0.1%+3.6%0.137%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC215,048$6.55M0.0%+2.0%0.257%
8/18/2026Empowered Funds LLC377,912$11.51M0.1%N/A0.451%
8/18/2026Public Employees Retirement System of Ohio1,216$37K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP63,569$1.94M0.0%N/A0.076%
8/17/2026Bank of America Corp DE1,063,829$32.39M0.0%N/A1.269%
8/15/2026Freestone Grove Partners LP17,487$532K0.0%N/A0.021%
8/15/2026Man Group plc8,502$259K0.0%N/A0.010%
8/15/2026Jupiter Topco LLC36,282$1.11M0.0%N/A0.043%
8/14/2026Ategra Capital Management LLC265,743$8.09M3.6%N/A0.317%
8/14/2026Legal & General Group Plc189,026$5.76M0.0%N/A0.226%
8/14/2026The Manufacturers Life Insurance Company39,691$1.21M0.0%N/A0.047%
8/14/2026Algert Global LLC331,312$10.09M0.1%+64.8%0.395%
8/12/2026Northwestern Mutual Wealth Management Co.3,211$98K0.0%N/A0.004%
8/12/2026Ieq Capital LLC14,977$456K0.0%N/A0.018%
8/12/2026Callan Family Office LLC18,589$566K0.0%N/A0.022%
8/10/2026Great Lakes Advisors LLC9,089$277K0.0%N/A0.011%
8/7/2026BlackRock Inc.12,366,226$376.55M0.0%N/A14.753%
8/7/2026Deutsche Bank AG96,453$2.94M0.0%N/A0.115%
8/7/2026Trust Co. of Vermont1,346$41K0.0%N/A0.002%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.1,140$35K0.0%N/A0.001%
8/7/2026HBK Sorce Advisory LLC8,089$257K0.0%N/A0.010%
8/6/2026Global Retirement Partners LLC2,287$70K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp541,135$16.48M0.0%N/A0.646%
8/6/2026State of Wyoming2,097$64K0.0%N/A0.003%
8/6/2026GSA Capital Partners LLP28,699$874K0.1%N/A0.034%
8/3/2026Walleye Capital LLC665,525$20.27M0.1%N/A0.794%
7/10/2026Handelsbanken Fonder AB18,200$554K0.0%N/A0.022%
7/9/2026Hennion & 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%
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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%
4/29/2026Beacon 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%
4/27/2026Y 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%
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%
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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%


BBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 197 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), Azora Capital LP ($82.62M), and Verition Fund Management LLC ($59.87M).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 193 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 Verition Fund Management LLC ($2.27M).

Institutional investors have bought a total of 75,463,923 shares in the last 24 months. This purchase volume represents approximately $2.06B in transactions.

Of the 17 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 1,591,896 shares in the last 24 months. This volume of shares sold represents approximately $46.68M 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 9/9/2026. New 13F filings are added each quarter as they're published.
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