Beacon FinancialBBT
13F holders, Q1 2025 (March 31)230holders +15
32new positions
17sold out
7famous investors
$26.09avg. 13F price*
At the end of Q1 2025, 230 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 15 from Q4 2024. 32 opened new positions and 17 sold out. The largest holders were BlackRock, Inc. ($179.7M), Vanguard Group Inc. ($137.2M) and Dimensional Fund Advisors LP ($70.2M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Beacon Financial Corp.
- Filed as
- BERKSHIRE HILLS BANCORP INC (Q1 2025)
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $19.7M |
| Exits | 17 | $11.2M |
All 13F filers, Q4 2024 → Q1 2025: 6,257,460 shares bought and 3,219,357 shares sold, net +3,038,103 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| BlackRock, Inc. | 0.00% | Add +11.3% | 6,889,563 | $179.7M |
| Vanguard Group Inc. | 0.00% | Add +2.0% | 5,257,565 | $137.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.1% | 2,689,705 | $70.2M |
| State Street Corp. | 0.00% | Add +2.0% | 2,302,704 | $60.1M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +166.4% | 1,842,975 | $48.1M |
| Invesco Ltd. | 0.01% | Add +5.0% | 1,355,863 | $35.4M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +13.6% | 1,175,620 | $30.7M |
| Citadel Advisors | 0.03% | Add +14.8% | 1,110,807 | $29.0M |
| Geode Capital Management, LLC | 0.00% | Add +7.2% | 1,045,071 | $27.3M |
| Systematic Financial Management LP | 0.74% | Reduce -0.4% | 995,788 | $26.0M |
| Morgan Stanley | 0.00% | Add +9.0% | 746,358 | $19.5M |
| Nuveen, LLC | 0.01% | — | 688,613 | $18.0M |
| ExodusPoint Capital Management, LP | 0.20% | Add +12.8% | 582,606 | $15.2M |
| Renaissance Technologies | 0.02% | Add +39.2% | 565,421 | $14.8M |
| American Century Companies Inc. | 0.01% | Reduce -12.4% | 548,020 | $14.3M |
| Strategic Value Bank Partners LLC | 8.86% | Add +134.6% | 530,489 | $13.8M |
| Northern Trust Corp. | 0.00% | Add +0.5% | 505,873 | $13.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +13.2% | 499,345 | $13.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.4% | 484,357 | $12.6M |
| Two Sigma Investments, LP | 0.03% | Add +120.2% | 467,070 | $12.2M |
| Wellington Management Group LLP | 0.00% | Reduce -57.0% | 452,814 | $11.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.4% | 447,363 | $11.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.4% | 440,151 | $11.5M |
| Assenagon Asset Management S.A. | 0.02% | Add +83.2% | 429,887 | $11.2M |
| Bank of America Corp. | 0.00% | Add +181.7% | 371,915 | $9.7M |
| Millennium Management | 0.01% | Reduce -32.8% | 360,794 | $9.4M |
| LSV Asset Management | 0.02% | Reduce -2.5% | 358,700 | $9.4M |
| Two Sigma Advisers, LP | 0.02% | Add +87.6% | 348,800 | $9.1M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Reduce -4.5% | 346,300 | $9.0M |
| Bayview Asset Management, LLC | 10.11% | No change | 344,828 | $9.0M |
| Aristotle Capital Boston, LLC | 0.40% | Reduce -18.7% | 305,691 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 286,280 | $7.5M |
| Basswood Capital Management, L.L.C. | 0.40% | No change | 271,519 | $7.1M |
| Bridgeway Capital Management, LLC | 0.17% | Add +1.8% | 264,532 | $6.9M |
| Maltese Capital Management LLC | 1.11% | Add +1497.4% | 257,500 | $6.7M |
| Voya Investment Management LLC | 0.01% | Add +9.7% | 229,502 | $6.0M |
| Principal Financial Group Inc. | 0.00% | Add +11.0% | 226,935 | $5.9M |
| UBS Group AG | 0.00% | Reduce -9.5% | 221,654 | $5.8M |
| Cubist Systematic Strategies, LLC | 0.07% | Add +203.6% | 211,314 | $5.5M |
| LPL Financial LLC | 0.00% | Add +0.3% | 206,516 | $5.4M |
| Grace & White Inc. | 1.01% | No change | 199,010 | $5.2M |
| Prudential Financial Inc. | 0.01% | Add +188.6% | 198,242 | $5.2M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -45.5% | 188,328 | $4.9M |
| Citigroup Inc. | 0.00% | Add +106.5% | 182,481 | $4.8M |
| EJF Capital LP | 3.00% | New | 181,183 | $4.7M |
| Verition Fund Management LLC | 0.03% | Reduce -33.7% | 179,274 | $4.7M |
| Glendon Capital Management LP | 0.26% | No change | 172,413 | $4.5M |
| Jupiter Asset Management Ltd. | 0.04% | New | 155,573 | $4.1M |
| Empowered Funds, LLC | 0.06% | Add +3.3% | 149,532 | $3.9M |
| Kestrel Investment Management Corp. | 2.35% | No change | 147,750 | $3.9M |
| Public Sector Pension Investment Board | 0.02% | Add +37.7% | 144,631 | $3.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.8% | 142,694 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 142,291 | $3.7M |
| AQR Capital Management | 0.00% | Add +266.3% | 142,057 | $3.7M |
| Jacobs Asset Management, LLC | 2.28% | No change | 137,931 | $3.6M |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 128,306 | $3.3M |
| Legal & General Group Plc | 0.00% | Add +2.6% | 120,973 | $3.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.7% | 120,387 | $3.1M |
| Voloridge Investment Management, LLC | 0.01% | Add +85.8% | 120,338 | $3.1M |
| Deutsche Bank AG | 0.00% | Add +193.9% | 110,444 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +330.9% | 108,760 | $2.8M |
| Numerai GP LLC | 0.47% | New | 96,003 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.1% | 86,882 | $2.3M |
| Sei Investments Co. | 0.00% | Add +4.4% | 86,398 | $2.3M |
| Banc Funds Co. LLC | 0.30% | No change | 86,206 | $2.2M |
| Swiss National Bank | 0.00% | Reduce -1.4% | 83,300 | $2.2M |
| Tudor Investment Corporation | 0.02% | Reduce -21.3% | 83,048 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +241.4% | 79,044 | $2.1M |
| Barclays PLC | 0.00% | Reduce -15.8% | 78,626 | $2.1M |
| Norges Bank | 0.00% | Reduce -44.0% | 74,307 | $1.9M |
| Man Group plc | 0.01% | Add +844.6% | 71,746 | $1.9M |
| Ategra Capital Management, LLC | 1.48% | New | 69,965 | $1.8M |
| Rafferty Asset Management, LLC | 0.01% | Add +28.4% | 62,016 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.8% | 60,705 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +73.0% | 59,523 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.46% | Reduce -0.1% | 55,256 | $1.4M |
| Graham Capital Management, L.P. | 0.07% | Add +56.0% | 55,175 | $1.4M |
| Macquarie Group Ltd. | 0.00% | No change | 54,900 | $1.4M |
| Danske Bank A/S | 0.00% | Add +52.5% | 54,032 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.4% | 52,480 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +13.0% | 52,082 | $1.4M |
| Marshall Wace, LLP | 0.00% | New | 50,207 | $1.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -95.8% | 45,745 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -10.8% | 44,647 | $1.2M |
| FMR LLC | 0.00% | Add +26.3% | 44,456 | $1.2M |
| Jump Financial, LLC | 0.02% | Add +43.2% | 44,300 | $1.2M |
| Fourthstone LLC | 0.26% | Reduce -73.9% | 40,500 | $1.1M |
| California State Teachers Retirement System | 0.00% | No change | 40,185 | $1.0M |
| Wakefield Asset Management LLLP | 0.31% | Add +8.0% | 39,689 | $1.0M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -12.8% | 39,225 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +64.5% | 37,248 | $972K |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 36,411 | $950K |
| Jefferies Financial Group Inc. | 0.02% | Add +181.8% | 35,500 | $926K |
| Cetera Investment Advisers | 0.00% | Reduce -2.6% | 35,294 | $921K |
| NewEdge Advisors, LLC | 0.01% | Add +0.0% | 35,262 | $920K |
| Quantbot Technologies LP | 0.03% | Add +64.8% | 34,497 | $900K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 34,452 | $899K |
| SummerHaven Investment Management, LLC | 0.62% | Add +1.4% | 34,290 | $895K |
| Dynamic Technology Lab Private Ltd | 0.12% | New | 33,040 | $863K |
| Select Asset Management & Trust | 0.34% | No change | 32,245 | $841K |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.