Beacon Financial Corp - Common Stock (BBT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
BBT on NYSE
Shares outstanding
46,341,349
Price per share
$26.37
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
73,160,414
Total reported value
$1,734,662,407
% of total 13F portfolios
0%
Share change
+28,269,982
Value change
+$667,961,616
Number of holders
270
Price from insider filings
$26.37
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Beacon Financial Corp - Common Stock (BBT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 15% +10% $155,024,573 +$13,299,267 6,769,632 +9.4% BlackRock, Inc. 31 Mar 2025
FULLER & THALER ASSET MANAGEMENT, INC. 5.9% $69,474,487 2,734,140 Fuller & Thaler Asset Management, Inc. 30 Jun 2025
STATE STREET CORP 5.2% +4% $63,555,151 +$2,418,360 2,393,791 +4% STATE STREET CORPORATION 30 Jun 2025

As of 30 Sep 2025, 270 institutional investors reported holding 73,160,414 shares of Beacon Financial Corp - Common Stock (BBT). This represents 158% of the company’s total 46,341,349 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Beacon Financial Corp - Common Stock (BBT) together control 126% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 26% 12,072,666 +78% 0.01% $286,242,905
VANGUARD GROUP INC 21% 9,710,123 +73% 0% $230,227,018
FULLER & THALER ASSET MANAGEMENT, INC. 11% 5,282,016 +93% 0.43% $125,236,598
DIMENSIONAL FUND ADVISORS LP 11% 4,880,729 +82% 0.02% $115,721,644
STATE STREET CORP 9.3% 4,325,157 +81% 0% $102,549,472
GEODE CAPITAL MANAGEMENT, LLC 4.2% 1,939,117 +78% 0% $45,982,113
Invesco Ltd. 3.5% 1,631,192 +8.9% 0.01% $38,675,566
ADAGE CAPITAL PARTNERS GP, L.L.C. 3.5% 1,619,196 +22% 0.06% $38,391,137
WELLINGTON MANAGEMENT GROUP LLP 3.3% 1,530,972 +125% 0.01% $36,299,346
AMERICAN CENTURY COMPANIES INC 3.3% 1,519,902 +128% 0.02% $36,036,909
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 3.2% 1,470,004 +104% 0.02% $34,853,795
MORGAN STANLEY 2.6% 1,204,609 +75% 0% $28,561,324
SYSTEMATIC FINANCIAL MANAGEMENT LP 2.5% 1,148,686 +12% 0.66% $27,235,379
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.5% 1,146,222 0.01% $27,176,924
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.3% 1,062,431 +103% 0% $25,190,239
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 2% 907,952 +142% 0.07% $21,527,542
NORTHERN TRUST CORP 1.9% 890,858 +66% 0% $21,122,243
RENAISSANCE TECHNOLOGIES LLC 1.9% 890,798 +44% 0.03% $21,120,821
Verition Fund Management LLC 1.8% 819,237 +729% 0.11% $19,424,109
Nuveen, LLC 1.7% 808,519 +9.2% 0.01% $19,169,985
Bank of New York Mellon Corp 1.6% 759,762 +72% 0% $18,013,957
GOLDMAN SACHS GROUP INC 1.5% 692,831 +4.7% 0% $16,427,030
TWO SIGMA INVESTMENTS, LP 1.5% 678,973 +38% 0.02% $16,098,450
JPMORGAN CHASE & CO 1.4% 626,425 +868% 0% $14,852,536
STRATEGIC VALUE BANK PARTNERS LLC 1.3% 623,747 0% 11% $14,789,041

Institutional Holders of Beacon Financial Corp - Common Stock (BBT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 271,067 $7,153,202 +$160,427 $26.37 19
2025 Q3 73,160,414 $1,734,662,407 +$667,961,616 $23.71 270
2025 Q2 44,870,232 $1,123,566,572 +$42,632,762 $25.04 232
2025 Q1 43,097,377 $1,124,351,267 +$77,003,026 $26.09 228
2024 Q4 40,079,638 $1,139,098,097 +$122,815,503 $28.43 212
2024 Q3 35,772,639 $963,698,836 -$9,936,040 $26.93 185
2024 Q2 36,195,005 $825,245,891 +$16,043,972 $22.80 176
2024 Q1 35,465,075 $813,288,683 -$22,323,628 $22.92 175
2023 Q4 188,868 $4,689,593 -$289,791 $24.83 1
2023 Q3 35,865,008 $719,053,791 -$4,923,180 $20.05 166
2023 Q2 36,109,697 $748,796,772 -$32,558,397 $20.73 163
2023 Q1 36,848,989 $922,907,670 +$11,848,464 $25.06 175
2022 Q4 36,116,875 $1,079,916,271 -$470,286 $29.90 171
2022 Q3 36,260,882 $990,032,309 -$1,216,578 $27.30 181
2022 Q2 36,857,545 $913,036,291 -$31,229,678 $24.77 168
2022 Q1 38,292,024 $1,109,429,918 -$21,187,787 $28.97 174
2021 Q4 39,153,332 $1,113,180,873 +$19,484,271 $28.43 170
2021 Q3 38,623,638 $1,042,383,718 -$14,562,484 $26.98 166
2021 Q2 40,322,323 $1,106,180,256 +$23,671,710 $27.41 159
2021 Q1 39,657,652 $885,265,141 +$27,184,211 $22.32 158
2020 Q4 38,954,538 $666,878,173 -$5,769,198 $17.12 167
2020 Q3 38,754,354 $391,809,473 -$386,167 $10.11 153
2020 Q2 37,747,175 $416,350,882 -$11,923,398 $11.02 157
2020 Q1 39,085,427 $580,818,110 +$33,248,731 $14.86 153
2019 Q4 36,582,124 $1,202,615,920 -$420,556 $32.88 166
2019 Q3 36,911,245 $1,081,540,470 -$21,945,756 $29.29 164
2019 Q2 37,678,165 $1,182,654,096 +$98,204,371 $31.39 166
2019 Q1 35,793,566 $975,069,565 +$59,176,887 $27.24 170
2018 Q4 33,267,504 $897,186,819 -$15,807,147 $26.97 173
2018 Q3 34,307,598 $1,396,014,833 -$29,620,324 $40.70 190
2018 Q2 33,626,718 $1,365,232,810 +$143,264,783 $40.60 196
2018 Q1 32,019,526 $1,215,156,432 +$46,337,055 $37.95 181
2017 Q4 30,773,753 $1,126,770,290 +$25,509,330 $36.60 191
2017 Q3 29,611,127 $1,147,926,151 +$22,563,924 $38.75 177
2017 Q2 29,177,820 $1,025,603,390 +$152,061,931 $35.15 181
2017 Q1 24,914,395 $898,158,734 +$131,406,781 $36.05 166
2016 Q4 23,264,867 $857,122,370 +$33,801,735 $36.85 162
2016 Q3 23,129,663 $640,887,387 +$4,052,332 $27.71 156
2016 Q2 22,886,699 $616,093,123 +$2,102,836 $26.92 149
2016 Q1 22,884,533 $615,524,834 +$2,234,547 $26.89 145
2015 Q4 22,778,290 $663,162,867 +$35,323,915 $29.11 151
2015 Q3 21,625,893 $595,614,918 -$4,358,846 $27.54 145
2015 Q2 20,808,785 $592,649,828 +$50,030,320 $28.48 141
2015 Q1 19,413,827 $537,418,231 +$9,998,445 $27.70 126
2014 Q4 19,092,377 $508,778,739 +$10,619,215 $26.66 124
2014 Q3 18,662,613 $438,377,225 +$8,445,745 $23.49 118
2014 Q2 18,364,048 $426,407,160 -$5,993,956 $23.22 114
2014 Q1 18,561,312 $480,305,923 +$1,660,731 $25.88 110