Beacon FinancialBBT
13F holders, Q3 2025 (September 30)278holders +47
80new positions
33sold out
6famous investors
$23.75avg. 13F price*
At the end of Q3 2025, 278 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 47 from Q2 2025. 80 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($286.2M), Vanguard Group Inc. ($230.2M) and Fuller & Thaler Asset Management, Inc. ($125.2M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Beacon Financial Corp.
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $92.2M |
| Exits | 33 | $42.5M |
All 13F filers, Q2 2025 → Q3 2025: 31,576,831 shares bought and 3,202,041 shares sold, net +28,374,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| BlackRock, Inc. | 0.01% | Add +78.0% | 12,072,666 | $286.2M |
| Vanguard Group Inc. | 0.00% | Add +73.0% | 9,710,123 | $230.2M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Add +93.2% | 5,282,016 | $125.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +81.8% | 4,880,729 | $115.7M |
| State Street Corp. | 0.00% | Add +80.7% | 4,325,157 | $102.5M |
| Geode Capital Management, LLC | 0.00% | Add +78.2% | 1,939,117 | $46.0M |
| Invesco Ltd. | 0.01% | Add +8.9% | 1,631,192 | $38.7M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +22.2% | 1,619,196 | $38.4M |
| Wellington Management Group LLP | 0.01% | Add +124.9% | 1,530,972 | $36.3M |
| American Century Companies Inc. | 0.02% | Add +127.9% | 1,519,902 | $36.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +104.4% | 1,470,004 | $34.9M |
| Morgan Stanley | 0.00% | Add +75.0% | 1,204,609 | $28.6M |
| Systematic Financial Management LP | 0.66% | Add +11.5% | 1,148,686 | $27.2M |
| Massachusetts Financial Services Co. | 0.01% | New | 1,146,222 | $27.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +103.0% | 1,062,431 | $25.2M |
| Hotchkis & Wiley Capital Management LLC | 0.07% | Add +142.1% | 907,952 | $21.5M |
| Northern Trust Corp. | 0.00% | Add +65.7% | 890,858 | $21.1M |
| Renaissance Technologies | 0.03% | Add +44.0% | 890,798 | $21.1M |
| Verition Fund Management LLC | 0.12% | Add +728.8% | 819,237 | $19.4M |
| Nuveen, LLC | 0.01% | Add +9.2% | 808,519 | $19.2M |
| Bank of New York Mellon Corp | 0.00% | Add +72.1% | 759,762 | $18.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.7% | 692,831 | $16.4M |
| Two Sigma Investments, LP | 0.03% | Add +37.9% | 678,973 | $16.1M |
| JPMorgan Chase & Co. | 0.00% | Add +867.9% | 626,425 | $14.9M |
| Strategic Value Bank Partners LLC | 10.52% | No change | 623,747 | $14.8M |
| Bank of America Corp. | 0.00% | Add +27.8% | 595,562 | $14.1M |
| UBS Group AG | 0.00% | Add +97.9% | 569,757 | $13.5M |
| Azora Capital LP | 0.62% | New | 564,977 | $13.4M |
| Bridgeway Capital Management, LLC | 0.25% | Add +81.2% | 488,920 | $11.6M |
| Ameriprise Financial Inc. | 0.00% | Add +63.7% | 487,628 | $11.6M |
| Ategra Capital Management, LLC | 7.69% | Add +74.1% | 483,904 | $11.5M |
| Bayview Asset Management, LLC | 8.31% | Add +32.3% | 456,144 | $10.8M |
| Principal Financial Group Inc. | 0.00% | Add +77.4% | 401,442 | $9.5M |
| AQR Capital Management | 0.01% | Add +102.6% | 365,795 | $8.7M |
| Public Sector Pension Investment Board | 0.03% | Add +108.8% | 324,247 | $7.7M |
| Two Sigma Advisers, LP | 0.02% | Reduce -21.8% | 317,342 | $7.5M |
| Empowered Funds, LLC | 0.07% | Add +87.2% | 289,919 | $6.9M |
| ExodusPoint Capital Management, LP | 0.09% | Add +134.9% | 271,237 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +83.7% | 263,209 | $6.2M |
| Rhumbline Advisers | 0.00% | Add +80.9% | 246,908 | $5.9M |
| LSV Asset Management | 0.01% | Reduce -32.0% | 233,853 | $5.5M |
| Maltese Capital Management LLC | 0.84% | Reduce -10.5% | 230,470 | $5.5M |
| Citigroup Inc. | 0.00% | Add +26.1% | 228,195 | $5.4M |
| Capitolis Liquid Global Markets LLC | 0.04% | New | 218,400 | $5.2M |
| Legal & General Group Plc | 0.00% | Add +85.0% | 217,864 | $5.2M |
| LPL Financial LLC | 0.00% | Add +4.7% | 217,011 | $5.1M |
| Citadel Advisors | 0.00% | Add +5.0% | 209,821 | $5.0M |
| Voya Investment Management LLC | 0.01% | Reduce -11.0% | 209,518 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.2% | 203,949 | $4.8M |
| Grace & White Inc. | 0.83% | Reduce -2.2% | 194,617 | $4.6M |
| First Trust Advisors LP | 0.00% | Add +164.1% | 180,886 | $4.3M |
| Glendon Capital Management LP | 0.22% | No change | 172,413 | $4.1M |
| Jacobs Asset Management, LLC | 2.12% | Add +18.1% | 162,931 | $3.9M |
| Swiss National Bank | 0.00% | Add +82.8% | 161,956 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.1% | 160,761 | $3.8M |
| Intech Investment Management LLC | 0.03% | Add +404.3% | 146,369 | $3.5M |
| Kestrel Investment Management Corp. | 1.88% | No change | 140,950 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 135,730 | $3.2M |
| M3F, Inc. | 0.89% | New | 133,121 | $3.2M |
| D. E. Shaw & Co. | 0.00% | Reduce -0.5% | 132,755 | $3.1M |
| EJF Capital LP | 1.81% | Add +53.6% | 131,134 | $3.1M |
| Barclays PLC | 0.00% | Add +6.5% | 125,521 | $3.0M |
| AlphaQuest LLC | 0.18% | New | 114,546 | $2.7M |
| Congress Asset Management Co. | 0.02% | New | 113,113 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +70.5% | 110,374 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Add +104.4% | 108,630 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -48.8% | 104,516 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 103,865 | $2.5M |
| Segall Bryant & Hamill, LLC | 0.03% | New | 98,323 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +153.3% | 95,394 | $2.3M |
| Banc Funds Co. LLC | 0.36% | No change | 86,206 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Add +3.0% | 84,719 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +56.4% | 82,085 | $1.9M |
| Fox Run Management, L.L.C. | 0.30% | New | 81,211 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Add +368.8% | 79,998 | $1.9M |
| Focus Partners Wealth | 0.00% | New | 12,789 | $1.9M |
| Ieq Capital, LLC | 0.01% | Add +132.3% | 77,793 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +84.5% | 75,835 | $1.8M |
| CM Management, LLC | 1.49% | New | 75,600 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +85.1% | 74,370 | $1.8M |
| Man Group plc | 0.00% | Reduce -55.5% | 69,949 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -7.3% | 65,736 | $1.6M |
| Canton Hathaway, LLC | 0.29% | New | 63,344 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +7.2% | 22,678 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | New | 61,109 | $1.4M |
| Corient Private Wealth LP | 0.00% | New | 60,863 | $1.4M |
| Comerica Bank | 0.01% | Add +88.4% | 59,925 | $1.4M |
| Sei Investments Co. | 0.00% | Add +78.6% | 56,336 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +16.5% | 55,005 | $1.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -71.5% | 53,232 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +507.3% | 50,562 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | New | 47,848 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.5% | 47,602 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +332.8% | 47,162 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 46,141 | $1.1M |
| Fourthstone LLC | 0.20% | Reduce -9.8% | 46,000 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +79.8% | 43,875 | $1.0M |
| WINTON GROUP Ltd | 0.04% | New | 43,784 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Add +61.5% | 43,852 | $1.0M |
| Quantbot Technologies LP | 0.03% | Reduce -36.7% | 43,415 | $1.0M |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.