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 |
| Royal Bank of Canada | 0.00% | Add +1.8% | 23,155 | $658K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.2% | 22,833 | $649K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -3.7% | 22,754 | $647K |
| Intech Investment Management LLC | 0.01% | Add +60.6% | 22,650 | $644K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 21,068 | $599K |
| US Bancorp \de | 0.00% | No change | 21,017 | $598K |
| Quantbot Technologies LP | 0.02% | New | 20,931 | $595K |
| Janus Henderson Group PLC | 0.00% | No change | 20,856 | $593K |
| XTX Topco Ltd | 0.05% | New | 20,684 | $588K |
| GAMCO Investors | 0.01% | Add +7.5% | 20,425 | $581K |
| Louisiana State Employees Retirement System | 0.01% | No change | 20,400 | $580K |
| Amundi | 0.00% | Add +187.0% | 20,470 | $571K |
| Jane Street Group, LLC | 0.00% | Reduce -44.6% | 19,991 | $568K |
| AlphaQuest LLC | 0.07% | Reduce -25.3% | 19,112 | $543K |
| South Dakota Investment Council | 0.01% | No change | 18,052 | $513K |
| Comerica Bank | 0.00% | Reduce -3.4% | 17,923 | $510K |
| Callan Family Office, LLC | 0.03% | New | 17,370 | $494K |
| Raymond James Financial Inc. | 0.00% | — | 17,051 | $485K |
| Maltese Capital Management LLC | 0.07% | New | 16,120 | $458K |
| Ironwood Investment Management LLC | 0.23% | Add +1.6% | 16,019 | $455K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.7% | 15,979 | $454K |
| CW Advisors, LLC | 0.01% | Reduce -30.9% | 15,350 | $436K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 14,831 | $421K |
| Maryland State Retirement & Pension System | 0.01% | No change | 14,250 | $405K |
| New York State Common Retirement Fund | 0.00% | No change | 14,187 | $403K |
| Centiva Capital, LP | 0.01% | New | 13,806 | $393K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 13,462 | $383K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 13,423 | $382K |
| SG Americas Securities, LLC | 0.00% | Reduce -42.2% | 13,368 | $380K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.0% | 13,241 | $376K |
| ProShare Advisors LLC | 0.00% | Add +44.5% | 12,923 | $367K |
| Jefferies Financial Group Inc. | 0.00% | New | 12,600 | $358K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 12,589 | $358K |
| Allianz Asset Management GmbH | 0.00% | New | 12,500 | $355K |
| Arizona State Retirement System | 0.00% | Add +0.1% | 12,475 | $355K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 12,393 | $352K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.9% | 12,131 | $345K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 11,696 | $333K |
| SlateStone Wealth, LLC | 0.03% | No change | 11,370 | $323K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -6.2% | 11,130 | $316K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -6.2% | 11,130 | $316K |
| Beacon Bank & Trust | 0.07% | No change | 10,584 | $301K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -0.5% | 10,380 | $295K |
| Bank of Montreal | 0.00% | Add +7.2% | 10,292 | $293K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 9,923 | $282K |
| New York State Teachers Retirement System | 0.00% | No change | 9,577 | $272K |
| Quadrature Capital Ltd | 0.01% | New | 9,430 | $268K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 9,214 | $262K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.2% | 9,000 | $256K |
| KLP Kapitalforvaltning As | 0.00% | — | 9,000 | $256K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,909 | $253K |
| Caxton Associates LP | 0.01% | No change | 8,893 | $253K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -7.0% | 8,336 | $237K |
| Algert Global LLC | 0.01% | New | 8,327 | $237K |
| Pathstone Holdings, LLC | 0.00% | Reduce -23.2% | 8,259 | $235K |
| HBK Sorce Advisory LLC | 0.01% | No change | 8,068 | $229K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 7,844 | $223K |
| Victory Capital Management Inc. | 0.00% | Reduce -1.7% | 7,843 | $223K |
| Man Group plc | 0.00% | New | 7,595 | $216K |
| Plimoth Trust Co. LLC | 0.05% | New | 7,184 | $204K |
| Squarepoint Ops LLC | 0.00% | Reduce -50.8% | 7,131 | $203K |
| St Germain D J Co. Inc. | 0.01% | Reduce -1.7% | 5,985 | $170K |
| Acadian Asset Management LLC | 0.00% | Reduce -22.7% | 5,321 | $151K |
| Federated Hermes, Inc. | 0.00% | No change | 4,395 | $125K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 4,382 | $125K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.8% | 4,100 | $117K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.5% | 3,774 | $107K |
| Shell Asset Management Co. | 0.00% | No change | 3,480 | $99K |
| KBC Group NV | 0.00% | Add +57.8% | 2,869 | $82K |
| Osaic Holdings, Inc. | 0.00% | New | 2,265 | $64K |
| Russell Investments Group, Ltd. | 0.00% | Add +2259.4% | 2,265 | $64K |
| Sterling Capital Management LLC | 0.00% | Add +805.3% | 1,376 | $39K |
| Quarry LP | 0.01% | Add +142.7% | 1,291 | $37K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,140 | $32K |
| Simplex Trading, LLC | 0.00% | New | 1,128 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Add +282.1% | 1,112 | $31K |
| Versant Capital Management, Inc | 0.01% | Add +12.9% | 1,082 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,023 | $29K |
| Blue Trust, Inc. | 0.00% | Add +4.8% | 871 | $25K |
| TD Private Client Wealth LLC | 0.00% | Add +7.2% | 850 | $24K |
| Point72 Asset Management | 0.00% | New | 845 | $24K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 771 | $22K |
| Cwm, LLC | 0.00% | Add +65.5% | 725 | $21K |
| Whittier Trust Co. | 0.00% | No change | 728 | $21K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.7% | 597 | $17K |
| Meeder Asset Management Inc. | 0.00% | New | 595 | $17K |
| Pinnacle Holdings, LLC | 0.01% | No change | 540 | $15K |
| R Squared Ltd | 0.01% | — | 500 | $14K |
| GAMMA Investing LLC | 0.00% | Add +25.0% | 500 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 415 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 394 | $11K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 370 | $11K |
| First Horizon Advisors, Inc. | 0.00% | New | 363 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 327 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 325 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 296 | $8K |
| Fifth Third Bancorp | 0.00% | Reduce -48.5% | 191 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +41.9% | 132 | $4K |
| LGT Financial Advisors LLC | 0.01% | No change | 120 | $3K |
| Eagle Bay Advisors LLC | 0.00% | No change | 108 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 96 | $3K |
| Parallel Advisors, LLC | 0.00% | No change | 90 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +97.6% | 83 | $2K |
| Rothschild Investment LLC | 0.00% | Add +16.7% | 70 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 65 | $2K |
| Mather Group, Llc. | 0.00% | No change | 50 | $1K |
| Arax Advisory Partners | 0.00% | Add +533.3% | 38 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 50 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 31 | $881 |
| Bangor Savings Bank | 0.00% | New | 25 | $711 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 14 | $398 |
| Larson Financial Group LLC | 0.00% | No change | 8 | $227 |
| Huntington National Bank | 0.00% | No change | 1 | $28 |
| IFP Advisors, Inc | 0.00% | New | 1 | $28 |
| Covestor Ltd | 0.00% | Add +33.3% | 4 | $0 |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.