BBT · Beacon Financial Corp · Shareholders & Ownership
$30.07
+0.12 (+0.40%)
At close · Oct 23
Return incl. dividend (before tax)
Market Cap
$2.52B
Shares
83.82M
Volume · Oct 23
1.11M
Avg daily vol (3M)
967.79K
Every disclosed holder of BBT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns BBT
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 77,136,767 | 92.03% |
| Insiders (Forms 3, 4, 5) | 1,288,913 | 1.54% |
| 13D/G-only blocks | 3,515,942 | 4.19% |
| Remaining | 1,874,464 | 2.24% |
| Registered funds (N-PORT, not summed) | 39,547,523 | 47.18% |
Shares outstanding: 83,816,086, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of BBT
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,366,226 | ||
| 1.1 |
iShares Core S&P Small-Cap ETF
Fund
S000004313 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
5,047,977 | ||
| 1.2 |
iShares Russell 2000 ETF
Fund
S000004344 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
2,128,465 | ||
| 1.3 |
iShares S&P Small-Cap 600 Value ETF
Fund
S000004316 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
720,882 | ||
| 1.4 |
iShares Russell 2000 Value ETF
Fund
S000004342 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
637,935 | ||
| 1.5 |
iShares ESG Aware MSCI USA Small-Cap ETF
Fund
S000061604 · Registered fund · Aug 31, 2026
iShares Trust, not summed
|
218,303 | ||
| 2 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,212,012 | ||
| 3 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
5,165,656 | ||
| 4 |
|
5,129,035 | ||
| 4.1 |
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
Fund
S000012325 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
1,186,607 | ||
| 4.2 |
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
Fund
S000041317 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
771,053 | ||
| 4.3 |
State Street(R) SPDR(R) S&P(R) Bank ETF
Fund
S000006977 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
465,238 | ||
| 4.4 |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
Fund
S000006974 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
435,295 | ||
| 4.5 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
29,485 | ||
| 5 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
4,955,978 | ||
| 5.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
1,150,556 | ||
| 5.2 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
637,553 | ||
| 5.3 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
539,219 | ||
| 5.4 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
484,060 | ||
| 5.5 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
367,687 | ||
| 6 |
FULLER & THALER ASSET MANAGEMENT, INC.
13G
CIK 1082327 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
3,936,942 | ||
| 6.1 |
FULLER & THALER ASSET MANAGEMENT, INC.
13F
CIK 1082327 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,936,942 | ||
| 7 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,761,172 | ||
| 8 |
|
3,515,942 | ||
| 9 |
Undiscovered Managers Behavioral Value Fund
Fund
S000004186 · Registered fund · Jun 30, 2026
UNDISCOVERED MANAGERS FUNDS, not summed
|
3,210,542 | ||
| 10 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,656,010 | ||
| 11 |
Verition Fund Management LLC
13F
CIK 1454027 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,403,149 | ||
| 12 |
HoldCo Asset Management, LP
13F
CIK 1724246 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,263,000 | ||
| 13 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,160,024 | ||
| 14 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,917,423 | ||
| 15 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,665,977 | ||
| 15.1 |
E*TRADE No Fee Total Market Index Fund
Fund
S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
|
166 | ||
| 16 |
ADAGE CAPITAL PARTNERS GP, L.L.C.
13F
CIK 1165408 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,493,023 | ||
| 17 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,265,827 | ||
| 17.1 |
MFS New Discovery Value Fund
Fund
S000032712 · Registered fund · May 31, 2026
MFS SERIES TRUST XIII, not summed
|
650,965 | ||
| 17.2 |
MFS Blended Research Small Cap Equity Fund
Fund
S000050659 · Registered fund · May 31, 2026
MFS SERIES TRUST X, not summed
|
135,552 | ||
| 17.3 |
MFS Blended Research Mid Cap Equity Fund
Fund
S000054892 · Registered fund · May 31, 2026
MFS Series Trust X, not summed
|
107,807 | ||
| 17.4 |
MFS Blended Research Small Cap Equity Portfolio
Fund
S000008071 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST III, not summed
|
34,155 | ||
| 17.5 |
MFS New Discovery Value Portfolio
Fund
S000023374 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST III, not summed
|
11,285 | ||
| 18 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,217,658 | ||
| 19 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,063,829 | ||
| 20 |
|
1,060,271 | ||
| 20.1 |
Nuveen Quant Small Cap Equity Fund
Fund
S000005386 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
458,090 | ||
| 20.2 |
College Retirement Equities Fund - Total Global Stock Account
Fund
S000005080 · Registered fund · Jun 30, 2026
College Retirement Equities Fund, not summed
|
286,123 | ||
| 20.3 |
Nuveen Small Cap Blend Index Fund
Fund
S000005367 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
113,261 | ||
| 20.4 |
Nuveen ESG Small-Cap ETF
Fund
S000055815 · Registered fund · Jul 31, 2026
NuShares ETF Trust, not summed
|
81,326 | ||
| 20.5 |
Nuveen Equity Index Fund
Fund
S000005360 · Registered fund · Jul 31, 2026
TIAA-CREF Funds, not summed
|
73,132 | ||
| 21 |
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
CIK 1085936 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,060,206 | ||
| 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,054,300 | ||
| 22.1 |
Schwab U.S. Small-Cap ETF
Fund
S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
401,547 | ||
| 22.2 |
Schwab Fundamental U.S. Small Company ETF
Fund
S000040878 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
214,969 | ||
| 22.3 |
Schwab Small-Cap Index Fund
Fund
S000005912 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
206,970 | ||
| 22.4 |
Schwab Fundamental U.S. Small Company Index Fund
Fund
S000016767 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
|
52,080 | ||
| 22.5 |
Schwab U.S. Broad Market ETF
Fund
S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
|
48,762 | ||
| 23 |
T. Rowe Price Investment Management, Inc.
13F
CIK 1897612 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,051,210 | ||
| 24 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
961,666 | ||
| 25 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
952,914 | ||
| 25.1 |
Goldman Sachs Small Cap Value Fund
Fund
S000009323 · Registered fund · May 31, 2026
Goldman Sachs Trust, not summed
|
142,088 | ||
| 25.2 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
17,706 | ||
| 25.3 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Aug 31, 2026
GOLDMAN SACHS TRUST, not summed
|
3,646 | ||
| 26 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
910,859 | ||
| 26.1 |
Small Cap Index Fund
Fund
S000001245 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
43,158 | ||
| 26.2 |
Small Cap Core Fund
Fund
S000001244 · Registered fund · Jun 30, 2026
Northern Funds, not summed
|
7,789 | ||
| 27 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
829,367 | ||
| 28 |
Walleye Capital LLC
13F
CIK 1758720 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
665,525 | ||
| 29 |
STRATEGIC VALUE BANK PARTNERS LLC
13F
CIK 1904067 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
623,747 | ||
| 30 |
Avantis U.S. Small Cap Value ETF
Fund
S000066459 · Registered fund · May 31, 2026
American Century ETF Trust, not summed
|
598,029 | ||
| 31 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
573,992 | ||
| 31.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
199,000 | ||
| 32 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
565,685 | ||
| 33 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
541,135 | ||
| 34 |
VANGUARD TAX-MANAGED SMALL-CAP FUND
Fund
S000004387 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
498,512 | ||
| 35 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
475,290 | ||
| 35.1 |
Hotchkis and Wiley Small Cap Diversified Value Fund
Fund
S000045868 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
128,317 | ||
| 35.2 |
Hotchkis & Wiley SMID Cap Diversified Value Fund
Fund
S000091359 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
338 | ||
| 36 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
470,517 | ||
| 37 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
431,740 | ||
| 38 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
428,238 | ||
| 39 |
PRINCIPAL FINANCIAL GROUP INC
13F
CIK 1126328 · Insurance company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
406,066 | ||
| 39.1 |
SmallCap Value Fund II
Fund
S000007169 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
77,464 | ||
| 39.2 |
SmallCap S&P 600 Index Fund
Fund
S000007203 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
61,754 | ||
| 39.3 |
SmallCap Growth Fund I
Fund
S000007175 · Registered fund · Jul 31, 2026
Principal Funds, Inc, not summed
|
1,490 | ||
| 40 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
403,560 | ||
| 40.1 |
Invesco S&P SmallCap Value with Momentum ETF
Fund
S000003025 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
158,395 | ||
| 40.2 |
Invesco RAFI US 1500 Small-Mid ETF
Fund
S000013120 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
113,056 | ||
| 40.3 |
Invesco S&P SmallCap 600 Revenue ETF
Fund
S000064596 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
35,328 | ||
| 40.4 |
Invesco S&P SmallCap 600 QVM Multi-Factor ETF
Fund
S000072320 · Registered fund · May 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
13,518 | ||
| 40.5 |
Invesco Russell 2000 Dynamic Multifactor ETF
Fund
S000064608 · Registered fund · May 31, 2026
Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
|
6,241 | ||
| 41 |
Glendon Capital Management LP
13F
CIK 1604350 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
381,184 | ||
| 42 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
377,912 | ||
| 42.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
374,992 | ||
| 42.2 |
Strive Small-Cap ETF
Fund
S000078019 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
2,920 | ||
| 43 |
BAYVIEW ASSET MANAGEMENT, LLC
13F
CIK 1767366 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
364,828 | ||
| 44 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
348,478 | ||
| 45 |
Bridge Builder Small/Mid Cap Value Fund
Fund
S000048337 · Registered fund · Jun 30, 2026
Bridge Builder Trust, not summed
|
340,886 | ||
| 46 |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund
S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
|
332,397 | ||
| 47 |
ALGERT GLOBAL LLC
13F
CIK 1275218 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
331,312 | ||
| 48 |
JPMORGAN CHASE & CO
13F
CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
329,351 | ||
| 49 |
Brevan Howard Capital Management LP
13F
CIK 1512857 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
312,492 | ||
| 50 |
ROYCE & ASSOCIATES LP
13F
CIK 906304 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
303,556 | ||
| 50.1 |
Royce Small-Cap Fund
Fund
S000009507 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
171,711 | ||
| 50.2 |
Royce Capital Fund - Small-Cap Portfolio
Fund
S000009497 · Registered fund · Jun 30, 2026
ROYCE CAPITAL FUND, not summed
|
78,945 | ||
| 50.3 |
Royce Small-Cap Value Fund
Fund
S000009516 · Registered fund · Jun 30, 2026
ROYCE FUND, not summed
|
47,344 |
39 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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Key facts
CIK
1108134
CUSIP
084680107
13F (30d)
48 filings
48 filers
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