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
+$667,961,695
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% $167,074,518 +$14,333,009 6,769,632 +9.4% BlackRock, Inc. 31 Mar 2025
FULLER & THALER ASSET MANAGEMENT, INC. 5.9% $72,454,699 2,734,140 Fuller & Thaler Asset Management, Inc. 30 Jun 2025
STATE STREET CORP 5.2% +4% $63,435,462 +$2,413,806 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 +$160,426 $26.37 19
2025 Q3 73,160,414 $1,734,662,407 +$667,961,695 $23.71 270
2025 Q2 44,870,232 $1,123,566,572 +$42,632,719 $25.04 232
2025 Q1 43,151,409 $1,125,761,101 +$77,003,017 $26.09 229
2024 Q4 40,092,510 $1,139,464,379 +$118,465,511 $28.43 213
2024 Q3 35,938,518 $968,166,006 -$6,551,232 $26.93 187
2024 Q2 36,203,875 $825,447,665 +$12,015,050 $22.80 177
2024 Q1 35,745,950 $819,726,690 -$12,775,176 $22.92 178
2023 Q4 36,222,857 $899,371,219 +$1,341,026 $24.83 170
2023 Q3 36,223,819 $726,248,436 -$5,235,229 $20.05 170
2023 Q2 36,506,813 $757,029,117 -$22,550,007 $20.73 167
2023 Q1 37,401,350 $936,749,242 +$11,596,526 $25.06 179
2022 Q4 36,829,878 $1,101,235,644 -$1,025,574 $29.90 175
2022 Q3 36,963,669 $1,009,239,046 -$1,030,740 $27.30 185
2022 Q2 36,882,102 $913,644,389 -$34,869,547 $24.77 170
2022 Q1 38,621,004 $1,118,960,254 -$22,791,035 $28.97 178
2021 Q4 39,398,034 $1,120,138,793 +$19,861,403 $28.43 174
2021 Q3 38,600,428 $1,041,927,520 -$12,531,998 $26.98 166
2021 Q2 40,264,225 $1,103,839,389 +$21,707,191 $27.41 158
2021 Q1 39,656,958 $884,951,350 +$26,729,275 $22.32 157
2020 Q4 39,021,846 $668,030,373 -$5,953,817 $17.12 170
2020 Q3 38,755,375 $391,819,268 -$624,993 $10.11 155
2020 Q2 38,560,995 $425,514,378 -$11,620,520 $11.02 163
2020 Q1 39,281,094 $583,725,812 +$32,426,419 $14.86 159
2019 Q4 36,587,125 $1,202,780,353 -$419,633 $32.88 167
2019 Q3 36,951,624 $1,082,722,949 -$22,105,280 $29.29 166
2019 Q2 37,683,266 $1,182,814,216 +$86,058,406 $31.39 167
2019 Q1 35,833,937 $984,839,516 +$50,543,656 $27.24 172
2018 Q4 33,986,417 $916,575,393 -$18,418,049 $26.97 178
2018 Q3 34,339,879 $1,397,328,444 -$31,502,480 $40.70 193
2018 Q2 35,127,638 $1,426,169,911 +$128,117,825 $40.60 200
2018 Q1 32,019,526 $1,215,156,432 +$49,105,215 $37.95 181
2017 Q4 31,126,179 $1,139,669,290 +$24,474,560 $36.60 194
2017 Q3 30,403,514 $1,178,631,151 +$22,865,334 $38.75 179
2017 Q2 29,957,162 $1,052,998,390 +$149,742,431 $35.15 184
2017 Q1 25,695,834 $926,328,734 +$134,147,506 $36.05 169
2016 Q4 24,099,546 $887,879,370 +$37,994,359 $36.85 165
2016 Q3 23,154,227 $641,567,387 +$4,478,265 $27.71 157
2016 Q2 23,063,589 $620,855,123 +$2,344,294 $26.92 151
2016 Q1 22,940,320 $617,024,834 +$3,366,513 $26.89 147
2015 Q4 22,788,933 $663,472,867 +$34,622,067 $29.11 152
2015 Q3 21,627,860 $595,667,918 -$5,969,286 $27.54 147
2015 Q2 21,312,585 $606,997,828 +$50,494,912 $28.48 144
2015 Q1 19,453,727 $538,522,231 +$9,884,637 $27.70 129
2014 Q4 19,098,267 $508,931,739 +$10,721,097 $26.66 125
2014 Q3 18,662,613 $438,377,225 +$8,445,722 $23.49 118
2014 Q2 18,364,048 $426,407,160 -$5,993,205 $23.22 114
2014 Q1 18,564,912 $480,398,923 +$1,732,242 $25.88 111