BEACON FINANCIAL CORP. (BBT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
270
Reporting holders
$2.4B
Reported value
94.4%
Of shares outstanding
0.0%
Held as options
-1
Holder change
Institutions report 79,133,108 shares against 83,816,086 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $376.6M | 12,366,226 | 0.01% | 8q | +1.5%+$5.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $158.7M | 5,212,012 | 0.01% | 2q | +1.5%+$2.4M |
| MILLENNIUM MANAGEMENT LLC | $157.3M | 5,165,656 | 0.06% | 20q | +1.1%+$1.6M |
| STATE STREET CORP | $156.2M | 5,129,035 | 0.00% | 31q | +7.9%+$11.4M |
| DIMENSIONAL FUND ADVISORS LP | $150.9M | 4,955,978 | 0.03% | 31q | +2.9%+$4.2M |
| Verition Fund Management LLC | $146.4M | 4,806,298 | 0.37% | 7q | +138.5%+$85.0M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $119.9M | 3,936,942 | 0.33% | 14q | -17.5%-$25.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $114.5M | 3,761,172 | 0.00% | 2q | HELD |
| HoldCo Asset Management, LP | $68.9M | 2,263,000 | 4.42% | 3q | +9.8%+$6.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $65.8M | 2,160,024 | 0.00% | 31q | +5.7%+$3.5M |
| MORGAN STANLEY | $50.7M | 1,665,977 | 0.00% | 35q | +24.7%+$10.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $45.5M | 1,493,023 | 0.06% | 7q | -18.2%-$10.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $38.5M | 1,265,827 | 0.01% | 4q | +5.2%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $32.4M | 1,063,829 | 0.00% | 31q | +69.9%+$13.3M |
| Nuveen, LLC | $32.3M | 1,060,271 | 0.01% | 6q | +23.1%+$6.1M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $32.3M | 1,060,206 | 0.64% | 31q | -6.0%-$2.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.1M | 1,054,300 | 0.00% | 31q | -3.3%-$1.1M |
| Sixth Street Partners Management Company, L.P. | $32.1M | 1,054,300 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $29.0M | 952,914 | 0.00% | 31q | -33.0%-$14.3M |
| NORTHERN TRUST CORP | $27.7M | 910,859 | 0.00% | 31q | +10.2%+$2.6M |
| AMERICAN CENTURY COMPANIES INC | $25.3M | 829,367 | 0.01% | 19q | +3.6%+$869.3K |
| Walleye Capital LLC | $20.3M | 665,525 | 0.07% | new | NEW |
| STRATEGIC VALUE BANK PARTNERS LLC | $19.0M | 623,747 | 13.30% | 19q | HELD |
| Public Sector Pension Investment Board | $17.5M | 576,010 | 0.02% | 31q | +92.1%+$8.4M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $17.5M | 573,992 | 0.31% | 13q | +8.9%+$1.4M |
| VANGUARD FIDUCIARY TRUST CO | $17.2M | 565,685 | 0.00% | 2q | +4.5%+$744.0K |
| Bank of New York Mellon Corp | $16.5M | 541,135 | 0.00% | 31q | +2.5%+$406.5K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.5M | 475,290 | 0.04% | 10q | +1.2%+$167.8K |
| TWO SIGMA INVESTMENTS, LP | $14.3M | 470,517 | 0.01% | 17q | -25.2%-$4.8M |
| RENAISSANCE TECHNOLOGIES LLC | $13.1M | 431,740 | 0.02% | 18q | -24.3%-$4.2M |
| PRINCIPAL FINANCIAL GROUP INC | $12.4M | 406,066 | 0.01% | 31q | HELD |
| Invesco Ltd. | $12.3M | 403,560 | 0.00% | 31q | -9.1%-$1.2M |
| Glendon Capital Management LP | $11.6M | 381,184 | 1.50% | 7q | HELD |
| Empowered Funds, LLC | $11.5M | 377,912 | 0.06% | 2q | +14.2%+$1.4M |
| BAYVIEW ASSET MANAGEMENT, LLC | $11.1M | 364,828 | 2.24% | 7q | -7.6%-$913.5K |
| ALLIANCEBERNSTEIN L.P. | $10.5M | 348,478 | 0.00% | 31q | +48.8%+$3.4M |
| JPMORGAN CHASE & CO | $10.2M | 329,351 | 0.00% | 31q | -5.2%-$557.6K |
| ALGERT GLOBAL LLC | $10.1M | 331,312 | 0.12% | 2q | -17.6%-$2.2M |
| Brevan Howard Capital Management LP | $9.5M | 312,492 | 0.07% | 2q | +212.5%+$6.5M |
| ROYCE & ASSOCIATES LP | $9.2M | 303,556 | 0.07% | 4q | -4.4%-$427.4K |
| CITADEL ADVISORS LLC | $8.7M | 286,141 | 0.00% | 10q | +79.7%+$3.9M |
| UBS Group AG | $8.4M | 276,826 | 0.00% | 31q | -34.7%-$4.5M |
| SummitTX Capital, L.P. | $8.3M | 272,767 | 0.21% | 3q | +499.1%+$6.9M |
| Trexquant Investment LP | $8.3M | 271,575 | 0.05% | new | NEW |
| Ategra Capital Management, LLC | $8.1M | 265,743 | 3.64% | 6q | -48.0%-$7.5M |
| AQR CAPITAL MANAGEMENT LLC | $7.2M | 237,950 | 0.00% | 20q | -5.7%-$436.5K |
| MALTESE CAPITAL MANAGEMENT LLC | $7.2M | 234,900 | 1.30% | 7q | -9.7%-$764.3K |
| MENDON CAPITAL ADVISORS CORP | $7.0M | 228,394 | 2.46% | 5q | +14.4%+$872.8K |
| RHUMBLINE ADVISERS | $6.6M | 215,603 | 0.00% | 31q | -10.0%-$728.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.5M | 215,048 | 0.00% | 14q | +2.0%+$128.9K |
| AMERIPRISE FINANCIAL INC | $6.3M | 207,997 | 0.00% | 31q | -52.3%-$6.9M |
| Curi Capital, LLC | $6.1M | 200,243 | 0.09% | 3q | +17.7%+$917.2K |
| ExodusPoint Capital Management, LP | $6.0M | 196,679 | 0.04% | 8q | -19.5%-$1.5M |
| Legal & General Group Plc | $5.8M | 189,026 | 0.00% | 31q | +1.4%+$80.6K |
| GRACE & WHITE INC /NY | $5.7M | 186,349 | 0.90% | 29q | HELD |
| Swiss National Bank | $5.1M | 168,656 | 0.00% | 31q | +1.4%+$73.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 146,823 | 0.01% | 31q | +1.0%+$43.8K |
| CONGRESS ASSET MANAGEMENT CO | $4.3M | 142,027 | 0.03% | 4q | +17.1%+$630.4K |
| BOOTHBAY FUND MANAGEMENT, LLC | $4.0M | 132,189 | 0.05% | 2q | +105.1%+$2.1M |
| EJF Capital LP | $3.9M | 128,480 | 2.62% | 6q | -13.3%-$599.0K |
| Corient Private Wealth LP | $3.9M | 127,138 | 0.00% | 4q | +102.0%+$2.0M |
| HENNESSY ADVISORS INC | $3.5M | 115,000 | 0.11% | 4q | +3.6%+$121.8K |
| CITIGROUP INC | $3.1M | 102,843 | 0.00% | 31q | +13.7%+$377.9K |
| Brookstone Capital Management | $3.0M | 100,119 | 0.03% | new | NEW |
| Cutler Capital Management, LLC | $3.0M | 97,306 | 0.77% | 4q | +26.0%+$611.1K |
| DEUTSCHE BANK AG\ | $2.9M | 96,453 | 0.00% | 34q | +10.4%+$275.6K |
| MARSHALL WACE, LLP | $2.8M | 91,180 | 0.00% | 2q | +520.3%+$2.3M |
| PRUDENTIAL FINANCIAL INC | $2.6M | 86,497 | 0.00% | 31q | +1.4%+$36.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.6M | 84,384 | 0.00% | 2q | +13.1%+$298.0K |
| Quantinno Capital Management LP | $2.5M | 81,884 | 0.00% | 4q | +64.9%+$980.9K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2.5M | 80,781 | 0.05% | 2q | +231.6%+$1.7M |
| WELLS FARGO & COMPANY/MN | $2.4M | 80,023 | 0.00% | 31q | +6.3%+$144.7K |
| CM Management, LLC | $2.4M | 80,000 | 1.55% | 4q | +100.0%+$1.2M |
| XTX Topco Ltd | $2.3M | 74,212 | 0.03% | 2q | +242.2%+$1.6M |
| Louisiana State Employees Retirement System | $2.2M | 73,900 | 0.02% | 31q | +98.7%+$1.1M |
| SEGALL BRYANT & HAMILL, LLC | $2.2M | 71,225 | 0.03% | new | NEW |
| FIFTH THIRD BANCORP | $2.1M | 70,512 | 0.00% | 24q | -2.5%-$55.3K |
| PMC FIG Opportunities LLC | $2.1M | 68,131 | 3.31% | 2q | +160.1%+$1.3M |
| Rafferty Asset Management, LLC | $2.0M | 67,313 | 0.00% | 25q | -23.4%-$626.9K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 65,611 | 0.00% | 7q | -11.1%-$250.1K |
| Pathstone Holdings, LLC | $1.8M | 59,745 | 0.01% | 4q | -3.0%-$57.2K |
| Vanguard Global Advisers, LLC | $1.8M | 58,680 | 0.00% | 2q | -2.0%-$36.5K |
| FIRST TRUST ADVISORS LP | $1.7M | 57,307 | 0.00% | 9q | +60.1%+$655.4K |
| Aquatic Capital Management LLC | $1.7M | 56,934 | 0.06% | new | NEW |
| Cerity Partners LLC | $1.7M | 56,125 | 0.00% | 5q | -7.0%-$128.0K |
| Russell Investments Group, Ltd. | $1.7M | 55,027 | 0.00% | 9q | +291.1%+$1.2M |
| Clarendon Private LLC | $1.5M | 50,185 | 0.98% | 2q | -1.4%-$22.4K |
| MetLife Investment Management, LLC | $1.5M | 49,610 | 0.01% | 4q | +8.9%+$122.9K |
| CAPITAL FUND MANAGEMENT S.A. | $1.5M | 49,433 | 0.01% | new | NEW |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.4M | 46,350 | 0.00% | 31q | +136.6%+$814.8K |
| Illinois Municipal Retirement Fund | $1.3M | 43,644 | 0.01% | 12q | -2.2%-$30.1K |
| Qube Research & Technologies Ltd | $1.3M | 43,234 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $1.3M | 42,682 | 0.00% | 8q | +215.6%+$887.8K |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $1.2M | 40,337 | 0.42% | 31q | HELD |
| FMR LLC | $1.2M | 40,283 | 0.00% | 21q | -2.1%-$26.5K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.2M | 39,691 | 0.00% | 31q | +7.4%+$83.3K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.2M | 39,249 | 0.00% | 9q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 39,226 | 0.00% | 4q | +135.1%+$686.4K |
| BARCLAYS PLC | $1.2M | 38,937 | 0.00% | 31q | -31.5%-$544.1K |
| Schonfeld Strategic Advisors LLC | $1.1M | 37,347 | 0.00% | 4q | -13.1%-$171.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Fuller & Thaler Asset Management, Inc. | 4.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 270 | $2.4B | 79,133,108 | 34 | 95 | 79 | 0.0% |
| Q1 2026 | 271 | $2.3B | 77,259,264 | 40 | 90 | 75 | 0.0% |
| Q4 2025 | 260 | $2.1B | 80,614,693 | 44 | 71 | 95 | 0.0% |
| Q3 2025 | 249 | $1.7B | 72,332,881 | 75 | 120 | 34 | 0.0% |
| Q2 2025 | 205 | $1.1B | 43,666,895 | 27 | 87 | 47 | 0.0% |
| Q1 2025 | 207 | $1.1B | 41,831,131 | 31 | 86 | 44 | 0.0% |
| Q4 2024 | 191 | $1.1B | 38,553,405 | 35 | 54 | 46 | 0.0% |
| Q3 2024 | 165 | $945.7M | 35,102,518 | 19 | 53 | 51 | 0.0% |
| Q2 2024 | 157 | $795.3M | 34,878,348 | 18 | 58 | 50 | 0.0% |
| Q1 2024 | 154 | $821.1M | 35,806,664 | 17 | 46 | 50 | 0.0% |
| Q4 2023 | 147 | $887.1M | 35,727,750 | 10 | 47 | 49 | 0.0% |
| Q3 2023 | 146 | $707.3M | 35,271,117 | 12 | 38 | 58 | 0.0% |
| Q2 2023 | 146 | $748.1M | 36,057,439 | 15 | 47 | 48 | 0.0% |
| Q1 2023 | 151 | $887.1M | 35,416,893 | 25 | 40 | 47 | 0.0% |
| Q4 2022 | 136 | $917.4M | 30,644,544 | 10 | 32 | 53 | 0.1% |
| Q3 2022 | 189 | $1.0B | 36,828,488 | 26 | 47 | 75 | 0.1% |
| Q2 2022 | 174 | $914.2M | 36,892,744 | 21 | 34 | 76 | 0.0% |
| Q1 2022 | 182 | $1.1B | 38,625,857 | 16 | 45 | 60 | 0.0% |
| Q4 2021 | 180 | $1.1B | 39,535,091 | 18 | 43 | 59 | 0.1% |
| Q3 2021 | 172 | $1.1B | 38,886,649 | 29 | 33 | 69 | 0.2% |
| Q2 2021 | 164 | $1.1B | 40,591,341 | 22 | 45 | 54 | 0.2% |
| Q1 2021 | 161 | $902.1M | 39,926,036 | 15 | 40 | 63 | 0.2% |
| Q4 2020 | 176 | $689.2M | 39,438,916 | 32 | 52 | 53 | 0.7% |
| Q3 2020 | 162 | $405.0M | 39,031,528 | 27 | 61 | 40 | 0.3% |
| Q2 2020 | 173 | $438.5M | 38,930,470 | 34 | 67 | 43 | 0.1% |
| Q1 2020 | 168 | $613.3M | 40,879,637 | 29 | 49 | 51 | 0.0% |
| Q4 2019 | 175 | $2.2B | 53,751,540 | 16 | 52 | 54 | 0.0% |
| Q3 2019 | 1,074 | $31.2B | 596,025,335 | 83 | 385 | 426 | 0.9% |
| Q2 2019 | 1,078 | $30.0B | 614,861,792 | 104 | 428 | 407 | 1.5% |
| Q1 2019 | 1,091 | $26.0B | 565,579,788 | 109 | 447 | 369 | 1.6% |
| Q4 2018 | 1,096 | $23.2B | 543,583,350 | 14 | 21 | 22 | 1.1% |