Beacon FinancialBBT
13F holders, Q4 2024 (December 31)215holders +27
36new positions
10sold out
8famous investors
$28.42avg. 13F price*
At the end of Q4 2024, 215 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 27 from Q3 2024. 36 opened new positions and 10 sold out. The largest holders were BlackRock, Inc. ($175.9M), Vanguard Group Inc. ($146.5M) and Dimensional Fund Advisors LP ($76.4M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Beacon Financial Corp.
- Filed as
- BERKSHIRE HILLS BANCORP INC (Q4 2024)
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $88.5M |
| Exits | 10 | $21.9M |
All 13F filers, Q3 2024 → Q4 2024: 6,274,719 shares bought and 2,195,801 shares sold, net +4,078,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| BlackRock, Inc. | 0.00% | Reduce -1.9% | 6,188,878 | $175.9M |
| Vanguard Group Inc. | 0.00% | Add +0.2% | 5,152,068 | $146.5M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.4% | 2,686,281 | $76.4M |
| State Street Corp. | 0.00% | Add +6.6% | 2,258,466 | $64.2M |
| Invesco Ltd. | 0.01% | Add +20.8% | 1,291,547 | $36.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -8.4% | 1,087,700 | $30.9M |
| Wellington Management Group LLP | 0.01% | Reduce -36.8% | 1,052,150 | $29.9M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | New | 1,034,483 | $29.4M |
| Systematic Financial Management LP | 0.72% | Add +5.0% | 999,861 | $28.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.4% | 975,304 | $27.7M |
| Citadel Advisors | 0.03% | Add +13614.1% | 967,943 | $27.5M |
| Fuller & Thaler Asset Management, Inc. | 0.07% | Reduce -0.2% | 691,868 | $19.7M |
| Morgan Stanley | 0.00% | Add +3.6% | 684,579 | $19.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +1.1% | 665,007 | $18.9M |
| American Century Companies Inc. | 0.01% | Add +0.4% | 625,824 | $17.8M |
| Millennium Management | 0.01% | Add +79.3% | 537,221 | $15.3M |
| ExodusPoint Capital Management, LP | 0.15% | Add +623.8% | 516,603 | $14.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.7% | 514,498 | $14.6M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 503,183 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 449,009 | $12.8M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +29.1% | 441,143 | $12.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.8% | 423,307 | $12.0M |
| Renaissance Technologies | 0.02% | Reduce -3.9% | 406,321 | $11.6M |
| Aristotle Capital Boston, LLC | 0.40% | Reduce -9.0% | 376,057 | $10.7M |
| LSV Asset Management | 0.02% | Reduce -13.8% | 367,700 | $10.5M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +41.1% | 362,820 | $10.3M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Add +1.4% | 345,646 | $9.8M |
| Bayview Asset Management, LLC | 12.18% | New | 344,828 | $9.3M |
| Basswood Capital Management, L.L.C. | 0.45% | Add +83.7% | 271,519 | $7.7M |
| Verition Fund Management LLC | 0.04% | New | 270,245 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +3.6% | 263,234 | $7.5M |
| Bridgeway Capital Management, LLC | 0.17% | Add +2.8% | 259,832 | $7.4M |
| UBS Group AG | 0.00% | Add +322.8% | 244,896 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +28.0% | 243,995 | $6.9M |
| Assenagon Asset Management S.A. | 0.01% | New | 234,665 | $6.7M |
| Strategic Value Bank Partners LLC | 4.15% | Add +4.3% | 226,113 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -2.8% | 212,123 | $6.0M |
| Voya Investment Management LLC | 0.01% | Reduce -0.8% | 209,245 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 206,010 | $5.9M |
| Principal Financial Group Inc. | 0.00% | Add +2.8% | 204,481 | $5.8M |
| Grace & White Inc. | 1.07% | No change | 199,010 | $5.7M |
| Two Sigma Advisers, LP | 0.01% | Reduce -9.5% | 185,900 | $5.3M |
| HSBC Holdings PLC | 0.00% | Add +962.0% | 179,779 | $5.1M |
| Glendon Capital Management LP | 0.30% | New | 172,413 | $4.9M |
| Fourthstone LLC | 0.86% | New | 155,171 | $4.4M |
| Kestrel Investment Management Corp. | 2.32% | No change | 147,750 | $4.2M |
| Empowered Funds, LLC | 0.06% | Add +5.1% | 144,832 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.6% | 141,775 | $4.0M |
| Jacobs Asset Management, LLC | 2.51% | New | 137,931 | $3.9M |
| Norges Bank | 0.00% | Reduce -13.9% | 132,574 | $3.8M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 132,015 | $3.8M |
| Rhumbline Advisers | 0.00% | Add +2.2% | 129,923 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.5% | 121,169 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +3.3% | 117,937 | $3.4M |
| Tudor Investment Corporation | 0.03% | New | 105,477 | $3.0M |
| Public Sector Pension Investment Board | 0.01% | Add +17.3% | 105,005 | $3.0M |
| Barclays PLC | 0.00% | Reduce -3.1% | 93,387 | $2.7M |
| Citigroup Inc. | 0.00% | Add +0.0% | 88,362 | $2.5M |
| Banc Funds Co. LLC | 0.27% | New | 86,206 | $2.5M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 85,970 | $2.4M |
| Swiss National Bank | 0.00% | No change | 84,500 | $2.4M |
| Sei Investments Co. | 0.00% | Reduce -5.1% | 82,767 | $2.4M |
| FJ Capital Management LLC | 0.25% | New | 76,988 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -7.5% | 68,702 | $2.1M |
| Cinctive Capital Management LP | 0.11% | New | 72,047 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +345.4% | 69,594 | $2.0M |
| Voloridge Investment Management, LLC | 0.01% | New | 64,760 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.47% | New | 55,290 | $1.6M |
| Macquarie Group Ltd. | 0.00% | No change | 54,900 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 54,795 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 54,301 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +71.5% | 50,033 | $1.4M |
| Trexquant Investment LP | 0.02% | Reduce -63.4% | 48,388 | $1.4M |
| Rafferty Asset Management, LLC | 0.00% | Reduce -22.7% | 48,309 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +314.0% | 46,083 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | New | 44,990 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +14.4% | 42,427 | $1.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 40,185 | $1.1M |
| AQR Capital Management | 0.00% | Add +39.9% | 38,781 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +46.5% | 37,581 | $1.1M |
| Wakefield Asset Management LLLP | 0.35% | New | 36,738 | $1.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.8% | 36,663 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +21.7% | 36,241 | $1.0M |
| Danske Bank A/S | 0.00% | New | 35,422 | $1.0M |
| Graham Capital Management, L.P. | 0.05% | New | 35,373 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.0% | 35,259 | $1.0M |
| FMR LLC | 0.00% | Add +128.4% | 35,207 | $1.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 34,452 | $979K |
| First Trust Advisors LP | 0.00% | Reduce -3.3% | 34,397 | $978K |
| SummerHaven Investment Management, LLC | 0.59% | No change | 33,801 | $961K |
| PDT Partners, LLC | 0.08% | Reduce 0.0% | 32,326 | $919K |
| Select Asset Management & Trust | 0.36% | No change | 32,245 | $917K |
| Jump Financial, LLC | 0.02% | Add +20.2% | 30,942 | $880K |
| Wells Fargo & Company | 0.00% | Add +8.6% | 28,202 | $802K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -16.0% | 26,510 | $754K |
| D. E. Shaw & Co. | 0.00% | Reduce -77.1% | 25,240 | $718K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.2% | 25,083 | $713K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 24,406 | $694K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 23,938 | $680K |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.2% | 23,151 | $658K |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.