Go Pro
→ The only metrics you should watch as a day trader. (From The TradingPub) (Ad)tc pixel Free BBT Stock Alerts

Beacon Financial (BBT) Institutional Ownership

Beacon Financial logo
$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.
Compare

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
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
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%
When I found Rolls-Royce under $2, most people thought I was crazy (Ad)

In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% over 3-4 years, with some subscribers reporting gains of $141,000, $272,000, and even over $1 million. Now Karim sees a similar setup in what he calls the Energy Cube - a misunderstood technology backed by Bill Gates, Jeff Bezos, Google, and Microsoft. A major government milestone is expected this August that could force Wall Street to finally pay attention. Watch Karim's full presentation and learn why this overlooked opportunity may not stay overlooked for long.tc pixel

Watch the full Energy Cube presentation before August's catalyst hits
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%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
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.


Related Companies

This page (NYSE:BBT) was last updated on 7/16/2026 by MarketBeat.com Staff.
From Our Partners
The Lithium Gold Rush Minted A New $1B Unicorn
The Lithium Gold Rush Minted A New $1B Unicorn This lithium producer surpassed a $1B private valuation, joi...
EnergyX | Sponsoredtc pixel
What Saudi Arabia just did to the dollar changes everything
In June 2024, a 50-year arrangement tying Saudi oil to the U.S. dollar quietly expired. Garrett Goggin, CFA, C...
Golden Portfolio | 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
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely, LLC | Sponsoredtc pixel
The only metrics you should watch as a day trader.
Day traders and swing traders don't need the same metrics - and using the wrong ones costs you edge. After 40 ...
The TradingPub | Sponsoredtc pixel
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
When I found Rolls-Royce under $2, most people thought I was crazy
In 2022, Karim Rahemtulla recommended Rolls-Royce when it traded under $2. The stock climbed more than 1,100% ...
Monument Traders Alliance | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel