BBT · Beacon Financial Corp · Holdings
Market Cap
$2.64B
Shares
83.82M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 295
Total Value: $2,347,495,903
Total Shares: 77,093,468
Showing 1–100
of 295 holdings by value
· page 1 of 3
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 295 13F filers · Δ vs Mar 31, 2026Top Holder
16.0%
+0.3 pts
Top 5
42.6%
+1.3 pts
Top 10
61.4%
−0.2 pts
HHI
543
Broadly held+4
Quarterly Activity
vs Mar 31, 2026
New
39
Increased
104
Decreased
91
Sold Out
37
Unchanged
61
Holder count:
+2
Institutional value:
+0.9%
Shares held:
-0.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | +437,725 | 1,063,829 | |
| Large Verition Fund Management LLC | +388,127 | 2,403,149 | |
| Mega STATE STREET CORP | +375,049 | 5,129,035 | |
| Mega MORGAN STANLEY | +329,778 | 1,665,977 | |
| Mid SummitTX Capital, L.P. | +227,236 | 272,767 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large FULLER & THALER ASSET MANAGEMENT, INC. | −833,610 | 3,936,942 | |
| Mega GOLDMAN SACHS GROUP INC | −470,162 | 952,914 | |
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | −332,939 | 1,493,023 | |
| Small Ategra Capital Management, LLC | −245,545 | 265,743 | |
| Mega LPL Financial LLC | −201,033 | 15,578 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega T. Rowe Price Investment Management, Inc. | 1,051,210 | $32,009,344 | |
| Large Walleye Capital LLC | 665,525 | $20,265,236 | |
| Large Trexquant Investment LP | 271,575 | $8,269,458 | |
| Mid Brookstone Capital Management | 100,119 | $3,048,623 | |
| Mid SEGALL BRYANT & HAMILL, LLC | 71,225 | $2,168,801 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Azora Capital LP | 3,137,941 | $94,138,230 | |
| Mid THOMPSON SIEGEL & WALMSLEY LLC | 181,363 | $5,440,890 | |
| Mid Interval Partners, LP | 165,640 | $4,969,200 | |
| Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 152,280 | $4,568,400 | |
| Mid DARK FOREST CAPITAL MANAGEMENT LP | 110,760 | $3,322,800 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BlackRock, Inc. | $376,551,574 | 16.04% | 12,366,226 | Shares | 2026-08-07 | |
| Mega VANGUARD PORTFOLIO MANAGEMENT LLC | $158,705,765 | 6.76% | 5,212,012 | Shares | 2026-08-13 | |
| Mega MILLENNIUM MANAGEMENT LLC | $157,294,225 | 6.70% | 5,165,656 | Shares | 2026-08-14 | |
| Mega STATE STREET CORP | $156,179,115 | 6.65% | 5,129,035 | Shares | 2026-08-07 | |
| Mega DIMENSIONAL FUND ADVISORS LP | $150,909,528 | 6.43% | 4,955,978 | Shares | 2026-08-11 | |
| Large FULLER & THALER ASSET MANAGEMENT, INC. | $119,879,883 | 5.11% | 3,936,942 | Shares | 2026-08-12 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $114,527,687 | 4.88% | 3,761,172 | Shares | 2026-08-13 | |
| Large Verition Fund Management LLC | $73,175,887 | 3.12% | 2,403,149 | Shares | 2026-08-14 | |
| Mid HoldCo Asset Management, LP | $68,908,350 | 2.94% | 2,263,000 | Shares | 2026-08-14 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | $65,772,730 | 2.80% | 2,160,024 | Shares | 2026-08-12 | |
| Mega MORGAN STANLEY | $50,728,993 | 2.16% | 1,665,977 | Shares | 2026-08-13 | |
| Large ADAGE CAPITAL PARTNERS GP, L.L.C. | $45,462,550 | 1.94% | 1,493,023 | Shares | 2026-08-14 | |
| Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $38,544,431 | 1.64% | 1,265,827 | Shares | 2026-08-03 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | $32,393,591 | 1.38% | 1,063,829 | Shares | 2026-08-14 | |
| Mega Nuveen, LLC | $32,285,250 | 1.38% | 1,060,271 | Shares | 2026-08-11 | |
| Mid SYSTEMATIC FINANCIAL MANAGEMENT LP | $32,283,271 | 1.38% | 1,060,206 | Shares | 2026-08-14 | |
| Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32,103,435 | 1.37% | 1,054,300 | Shares | 2026-08-14 | |
| Mega T. Rowe Price Investment Management, Inc. | $32,009,344 | 1.36% | 1,051,210 | Shares | 2026-08-14 | |
| Mega GOLDMAN SACHS GROUP INC | $29,016,230 | 1.24% | 952,914 | Shares | 2026-08-14 | |
| Mega NORTHERN TRUST CORP Bank | $27,735,654 | 1.18% | 910,859 | Shares | 2026-08-13 | |
| Mega AMERICAN CENTURY COMPANIES INC | $25,254,225 | 1.08% | 829,367 | Shares | 2026-08-12 | |
| Large Walleye Capital LLC | $20,265,236 | 0.86% | 665,525 | Shares | 2026-08-03 | |
| Small STRATEGIC VALUE BANK PARTNERS LLC Bank | $18,993,096 | 0.81% | 623,747 | Shares | 2026-08-13 | |
| Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC | $17,478,056 | 0.74% | 573,992 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $17,225,108 | 0.73% | 565,685 | Shares | 2026-08-13 | |
| Mega Bank of New York Mellon Corp Bank | $16,477,557 | 0.70% | 541,135 | Shares | 2026-08-06 | |
| Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14,472,580 | 0.62% | 475,290 | Shares | 2026-08-14 | |
| Mega TWO SIGMA INVESTMENTS, LP | $14,327,242 | 0.61% | 470,517 | Shares | 2026-08-14 | |
| Large RENAISSANCE TECHNOLOGIES LLC | $13,146,483 | 0.56% | 431,740 | Shares | 2026-08-13 | |
| Mega PRINCIPAL FINANCIAL GROUP INC | $12,364,708 | 0.53% | 406,066 | Shares | 2026-08-04 | |
| Mega Invesco Ltd. | $12,288,400 | 0.52% | 403,560 | Shares | 2026-08-14 | |
| Small Glendon Capital Management LP | $11,607,052 | 0.49% | 381,184 | Shares | 2026-08-12 | |
| Large Empowered Funds, LLC | $11,507,420 | 0.49% | 377,912 | Shares | 2026-08-17 | |
| Small BAYVIEW ASSET MANAGEMENT, LLC | $11,109,012 | 0.47% | 364,828 | Shares | 2026-08-14 | |
| Mega ALLIANCEBERNSTEIN L.P. | $10,611,155 | 0.45% | 348,478 | Shares | 2026-08-14 | |
| Mid ALGERT GLOBAL LLC | $10,088,450 | 0.43% | 331,312 | Shares | 2026-08-13 | |
| Mega JPMORGAN CHASE & CO | $10,028,736 | 0.43% | 329,351 | Shares | 2026-08-12 | |
| Mid Brevan Howard Capital Management LP | $9,515,381 | 0.41% | 312,492 | Shares | 2026-08-14 | |
| Large ROYCE & ASSOCIATES LP | $9,243,280 | 0.39% | 303,556 | Shares | 2026-08-14 | |
| Large Public Sector Pension Investment Board Pension | $8,769,752 | 0.37% | 288,005 | Shares | 2026-08-13 | |
| Mega CITADEL ADVISORS LLC | $8,712,993 | 0.37% | 286,141 | Shares | 2026-09-02 | |
| Mega UBS Group AG | $8,429,351 | 0.36% | 276,826 | Shares | 2026-08-13 | |
| Mid SummitTX Capital, L.P. | $8,305,755 | 0.35% | 272,767 | Shares | 2026-08-14 | |
| Large Trexquant Investment LP | $8,269,458 | 0.35% | 271,575 | Shares | 2026-08-14 | |
| Small Ategra Capital Management, LLC | $8,091,874 | 0.34% | 265,743 | Shares | 2026-08-14 | |
| Mega AQR CAPITAL MANAGEMENT LLC | $7,245,573 | 0.31% | 237,950 | Shares | 2026-08-14 | |
| Small MALTESE CAPITAL MANAGEMENT LLC | $7,152,703 | 0.30% | 234,900 | Shares | 2026-08-14 | |
| Small MENDON CAPITAL ADVISORS CORP | $6,954,597 | 0.30% | 228,394 | Shares | 2026-08-11 | |
| Mega RHUMBLINE ADVISERS | $6,565,111 | 0.28% | 215,603 | Shares | 2026-08-12 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6,548,207 | 0.28% | 215,048 | Shares | 2026-08-13 | |
| Mega AMERIPRISE FINANCIAL INC | $6,333,508 | 0.27% | 207,997 | Shares | 2026-08-14 | |
| Mid Curi Capital, LLC | $6,097,398 | 0.26% | 200,243 | Shares | 2026-08-14 | |
| Large ExodusPoint Capital Management, LP | $5,988,875 | 0.26% | 196,679 | Shares | 2026-08-14 | |
| Mega Legal & General Group Plc | $5,755,840 | 0.25% | 189,026 | Shares | 2026-08-14 | |
| Small GRACE & WHITE INC /NY | $5,674,327 | 0.24% | 186,349 | Shares | 2026-07-17 | |
| Mega Swiss National Bank Bank | $5,135,575 | 0.22% | 168,656 | Shares | 2026-08-11 | |
| Large Thrivent Financial for Lutherans | $4,790,332 | 0.20% | 157,318 | Shares | 2026-08-14 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | $4,470,760 | 0.19% | 146,823 | Shares | 2026-07-29 | |
| Large CONGRESS ASSET MANAGEMENT CO | $4,324,722 | 0.18% | 142,027 | Shares | 2026-07-07 | |
| Mid BOOTHBAY FUND MANAGEMENT, LLC | $4,025,155 | 0.17% | 132,189 | Shares | 2026-08-14 | |
| Mega PRICE T ROWE ASSOCIATES INC /MD/ | $3,977,470 | 0.17% | 130,623 | Shares | 2026-08-14 | |
| Small EJF Capital LP | $3,912,216 | 0.17% | 128,480 | Shares | 2026-08-13 | |
| Mid HENNESSY ADVISORS INC | $3,501,750 | 0.15% | 115,000 | Shares | 2026-07-16 | |
| Mega CITIGROUP INC | $3,131,568 | 0.13% | 102,843 | Shares | 2026-08-03 | |
| Mid Brookstone Capital Management | $3,048,623 | 0.13% | 100,119 | Shares | 2026-07-15 | |
| Mega CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension | $3,020,640 | 0.13% | 99,200 | Shares | 2026-08-24 | |
| Small Cutler Capital Management, LLC | $2,962,967 | 0.13% | 97,306 | Shares | 2026-08-14 | |
| Mega DEUTSCHE BANK AG\ Bank | $2,936,993 | 0.13% | 96,453 | Shares | 2026-08-07 | |
| Large MARSHALL WACE, LLP | $2,776,430 | 0.12% | 91,180 | Shares | 2026-08-13 | |
| Large PRUDENTIAL FINANCIAL INC | $2,633,833 | 0.11% | 86,497 | Shares | 2026-08-12 | |
| Mega VANGUARD ASSET MANAGEMENT, Ltd | $2,569,492 | 0.11% | 84,384 | Shares | 2026-08-13 | |
| Large Quantinno Capital Management LP | $2,493,367 | 0.11% | 81,884 | Shares | 2026-08-13 | |
| Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $2,459,781 | 0.10% | 80,781 | Shares | 2026-08-14 | |
| Mega WELLS FARGO & COMPANY/MN | $2,436,698 | 0.10% | 80,023 | Shares | 2026-08-14 | |
| Small CM Management, LLC | $2,436,000 | 0.10% | 80,000 | Shares | 2026-08-13 | |
| Mid XTX Topco Ltd | $2,259,755 | 0.10% | 74,212 | Shares | 2026-08-14 | |
| Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension | $2,221,114 | 0.09% | 72,943 | Shares | 2026-07-23 | |
| Mid SEGALL BRYANT & HAMILL, LLC | $2,168,801 | 0.09% | 71,225 | Shares | 2026-08-12 | |
| Large FIFTH THIRD BANCORP Bank | $2,147,090 | 0.09% | 70,512 | Shares | 2026-08-05 | |
| Micro PMC FIG Opportunities LLC | $2,074,588 | 0.09% | 68,131 | Shares | 2026-08-14 | |
| Large CANADA LIFE ASSURANCE Co Insurance | $2,055,801 | 0.09% | 67,514 | Shares | 2026-08-13 | |
| Large Corient Private Wealth LLC | $2,053,213 | 0.09% | 67,429 | Shares | 2026-08-27 | |
| Large Rafferty Asset Management, LLC | $2,049,680 | 0.09% | 67,313 | Shares | 2026-08-14 | |
| Mega RAYMOND JAMES FINANCIAL INC | $1,997,854 | 0.09% | 65,611 | Shares | 2026-08-14 | |
| Large Pathstone Holdings, LLC | $1,819,234 | 0.08% | 59,745 | Shares | 2026-08-13 | |
| Mega Vanguard Global Advisers, LLC | $1,786,806 | 0.08% | 58,680 | Shares | 2026-08-13 | |
| Mega FIRST TRUST ADVISORS LP | $1,744,998 | 0.07% | 57,307 | Shares | 2026-08-11 | |
| Mid Aquatic Capital Management LLC | $1,733,640 | 0.07% | 56,934 | Shares | 2026-08-14 | |
| Large Cerity Partners LLC | $1,709,004 | 0.07% | 56,125 | Shares | 2026-08-14 | |
| Mega Russell Investments Group, Ltd. | $1,675,570 | 0.07% | 55,027 | Shares | 2026-08-06 | |
| Micro Clarendon Private LLC | $1,528,133 | 0.07% | 50,185 | Shares | 2026-07-22 | |
| Large MetLife Investment Management, LLC | $1,510,624 | 0.06% | 49,610 | Shares | 2026-08-14 | |
| Large CAPITAL FUND MANAGEMENT S.A. | $1,505,234 | 0.06% | 49,433 | Shares | 2026-08-13 | |
| Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank | $1,411,357 | 0.06% | 46,350 | Shares | 2026-08-12 | |
| Mid Illinois Municipal Retirement Fund Pension | $1,328,959 | 0.06% | 43,644 | Shares | 2026-08-12 | |
| Mega Qube Research & Technologies Ltd | $1,316,475 | 0.06% | 43,234 | Shares | 2026-08-14 | |
| Mega SG Americas Securities, LLC Broker-Dealer | $1,307,797 | 0.06% | 42,949 | Shares | 2026-08-07 | |
| Mega VICTORY CAPITAL MANAGEMENT INC | $1,299,666 | 0.06% | 42,682 | Shares | 2026-08-07 | |
| Small IRONWOOD INVESTMENT MANAGEMENT LLC | $1,228,261 | 0.05% | 40,337 | Shares | 2026-08-14 | |
| Mega FMR LLC | $1,226,616 | 0.05% | 40,283 | Shares | 2026-08-13 |
Key facts
CIK
1108134
CUSIP
084680107
13F (30d)
185 filings
185 filers
Visit website
Investor relations