Beacon FinancialBBT
13F holders, Q4 2025 (December 31)283holders +5
43new positions
46sold out
6famous investors
$26.37avg. 13F price*
At the end of Q4 2025, 283 institutions reported holding Beacon Financial Corp. (BBT) in their 13F filings, up 5 from Q3 2025. 43 opened new positions and 46 sold out. The largest holders were BlackRock, Inc. ($326.0M), Vanguard Group Inc. ($253.2M) and State Street Corp. ($133.3M). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Beacon Financial Corp.
- CUSIP
- 084680107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $99.9M |
| Exits | 46 | $84.7M |
All 13F filers, Q3 2025 → Q4 2025: 12,576,077 shares bought and 9,241,549 shares sold, net +3,334,528 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| BlackRock, Inc. | 0.01% | Add +2.4% | 12,363,035 | $326.0M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 9,603,540 | $253.2M |
| State Street Corp. | 0.00% | Add +16.9% | 5,054,040 | $133.3M |
| Fuller & Thaler Asset Management, Inc. | 0.43% | Reduce -7.6% | 4,878,380 | $128.6M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -0.1% | 4,875,511 | $128.6M |
| Azora Capital LP | 5.20% | Add +454.5% | 3,133,051 | $82.6M |
| Verition Fund Management LLC | 0.34% | Add +177.2% | 2,270,482 | $59.9M |
| HoldCo Asset Management, LP | 4.09% | New | 2,061,000 | $54.3M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +25.8% | 2,036,828 | $53.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 1,983,571 | $52.3M |
| Morgan Stanley | 0.00% | Add +30.0% | 1,565,804 | $41.3M |
| Massachusetts Financial Services Co. | 0.01% | Add +16.7% | 1,337,669 | $35.3M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -12.6% | 1,285,066 | $33.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +84.1% | 1,275,279 | $33.6M |
| Systematic Financial Management LP | 0.71% | Reduce -0.7% | 1,140,629 | $30.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.3% | 1,118,341 | $29.5M |
| American Century Companies Inc. | 0.01% | Reduce -41.4% | 890,144 | $23.5M |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 820,399 | $21.6M |
| Renaissance Technologies | 0.03% | Reduce -10.5% | 797,158 | $21.0M |
| Nuveen, LLC | 0.00% | Reduce -11.7% | 714,103 | $18.8M |
| UBS Group AG | 0.00% | Add +25.2% | 713,489 | $18.8M |
| Millennium Management | 0.01% | Add +1834.3% | 656,993 | $17.3M |
| Strategic Value Bank Partners LLC | 11.26% | No change | 623,747 | $16.4M |
| Bank of America Corp. | 0.00% | Add +2.9% | 612,855 | $16.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -16.7% | 565,605 | $14.9M |
| Bayview Asset Management, LLC | 12.94% | Add +19.4% | 544,828 | $14.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -28.4% | 543,684 | $14.3M |
| Ategra Capital Management, LLC | 7.71% | Add +5.7% | 511,288 | $13.5M |
| Bridgeway Capital Management, LLC | 0.28% | Add +3.9% | 507,886 | $13.4M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Reduce -44.9% | 500,742 | $13.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.9% | 458,033 | $12.1M |
| Invesco Ltd. | 0.00% | Reduce -72.6% | 447,603 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 399,888 | $10.5M |
| Glendon Capital Management LP | 0.60% | Add +121.1% | 381,184 | $10.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.0% | 360,815 | $9.5M |
| Citadel Advisors | 0.01% | Add +59.4% | 334,363 | $8.8M |
| Nearwater Capital Markets, Ltd | 0.15% | New | 329,500 | $8.7M |
| Royce & Associates LP | 0.08% | Add +2252.5% | 316,854 | $8.4M |
| Public Sector Pension Investment Board | 0.03% | Reduce -10.4% | 290,374 | $7.7M |
| Thompson Siegel & Walmsley LLC | 0.12% | New | 261,325 | $6.9M |
| AQR Capital Management | 0.00% | Reduce -31.0% | 252,240 | $6.7M |
| Rhumbline Advisers | 0.01% | Reduce -5.3% | 233,891 | $6.2M |
| Maltese Capital Management LLC | 1.05% | Reduce -4.5% | 220,000 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.5% | 217,199 | $5.7M |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 216,193 | $5.7M |
| Voloridge Investment Management, LLC | 0.02% | New | 209,293 | $5.5M |
| Legal & General Group Plc | 0.00% | Reduce -6.4% | 203,893 | $5.4M |
| Voya Investment Management LLC | 0.01% | Reduce -6.1% | 196,666 | $5.2M |
| Grace & White Inc. | 0.89% | Reduce -4.3% | 186,349 | $4.9M |
| Barclays PLC | 0.00% | Add +44.7% | 181,604 | $4.8M |
| Swiss National Bank | 0.00% | Add +2.7% | 166,256 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -42.4% | 151,543 | $4.0M |
| EJF Capital LP | 2.19% | Add +11.7% | 146,451 | $3.9M |
| Rafferty Asset Management, LLC | 0.01% | Add +72.0% | 145,749 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.0% | 139,837 | $3.7M |
| Ruffer LLP | 0.16% | New | 130,048 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -43.5% | 128,884 | $3.4M |
| Alliancebernstein L.P. | 0.00% | Add +8.0% | 117,349 | $3.1M |
| Jefferies Financial Group Inc. | 0.03% | New | 115,569 | $3.0M |
| ExodusPoint Capital Management, LP | 0.03% | Reduce -57.8% | 114,499 | $3.0M |
| Mendon Capital Advisors Corp. | 1.10% | Add +432.0% | 106,393 | $2.8M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -4.7% | 105,218 | $2.8M |
| Congress Asset Management Co. | 0.02% | Reduce -8.0% | 104,025 | $2.7M |
| AlphaQuest LLC | 0.15% | Reduce -11.8% | 101,026 | $2.7M |
| Wells Fargo & Company | 0.00% | Add +49.3% | 98,136 | $2.6M |
| Curi Capital, LLC | 0.04% | New | 87,182 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 84,754 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +7.5% | 79,940 | $2.1M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.0% | 79,182 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -24.8% | 78,587 | $2.1M |
| Deutsche Bank AG | 0.00% | Add +2.0% | 77,368 | $2.0M |
| Artemis Investment Management LLP | 0.02% | New | 72,849 | $1.9M |
| Comerica Bank | 0.01% | Add +18.1% | 70,791 | $1.9M |
| Segall Bryant & Hamill, LLC | 0.03% | Reduce -28.8% | 69,985 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -15.2% | 69,635 | $1.8M |
| Cutler Capital Management, LLC | 0.67% | Add +362.6% | 69,183 | $1.8M |
| Hennessy Advisors Inc. | 0.06% | Add +138.1% | 65,000 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +2.9% | 62,645 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +0.9% | 61,658 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +16.6% | 58,975 | $1.6M |
| Jain Global LLC | 0.02% | Add +110.0% | 58,697 | $1.5M |
| Edgestream Partners, L.P. | 0.04% | New | 57,052 | $1.5M |
| Fox Run Management, L.L.C. | 0.22% | Reduce -34.0% | 53,642 | $1.4M |
| HSBC Holdings PLC | 0.00% | New | 50,729 | $1.3M |
| Quantbot Technologies LP | 0.04% | Add +16.8% | 50,710 | $1.3M |
| North Reef Capital Management LP | 0.05% | New | 50,344 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +68.2% | 48,467 | $1.3M |
| CM Management, LLC | 1.07% | Reduce -36.1% | 48,300 | $1.3M |
| Walleye Capital LLC | 0.01% | New | 47,895 | $1.3M |
| MetLife Investment Management, LLC | 0.01% | No change | 47,848 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -13.6% | 47,507 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.3% | 46,982 | $1.2M |
| Canton Hathaway, LLC | 0.24% | Reduce -26.0% | 46,864 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -66.7% | 45,183 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Add +2.0% | 44,730 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +0.8% | 44,112 | $1.2M |
| SummitTX Capital, L.P. | 0.04% | New | 43,967 | $1.2M |
| Occudo Quantitative Strategies LP | 0.08% | New | 43,365 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -1.2% | 43,354 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -2.2% | 40,577 | $1.1M |
"% of holder's portfolio" is BBT's weight in each manager's 13F, not the share of Beacon Financial Corp. the manager owns.