Security key
084680107
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 83,876,838
- Total 13F shares
- 43,151,409
- Share change
- +2,998,673
- Total reported value
- $1,125,761,101
- Put/Call ratio
- 50%
- Price per share
- $26.09
- Number of holders
- 229
- Value change
- +$77,003,017
- Number of buys
- 131
- Number of sells
- 69
Report period
Q1 2025
Institutions
229
Top holders
10
BBT full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
Beacon Financial Corp SEC filings
Beacon Financial Corp company facts
Broader feeds
Reporting periods
Holder history for CUSIP 084680107
Recent filing periods:
Top shareholders of BBT - Beacon Financial Corp - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
|
Company |
15%
from 13D/G
|
6,188,878
|
$175,949,809 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
6.1%
|
5,152,068
|
$146,473,292 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.2%
|
2,686,281
|
$76,370,704 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.7%
|
2,258,466
|
$64,208,188 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
1.5%
|
1,291,547
|
$36,718,681 | — | 31 Dec 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.3%
|
1,087,700
|
$30,923,311 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.3%
|
1,052,150
|
$29,912,625 | — | 31 Dec 2024 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
1.2%
|
1,034,483
|
$29,410,352 | — | 31 Dec 2024 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
1.2%
|
999,861
|
$28,426,078 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
975,304
|
$27,734,918 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
1.2%
|
967,943
|
$27,518,620 | — | 31 Dec 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
0.82%
|
691,868
|
$19,669,796 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.82%
|
684,579
|
$19,462,617 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.79%
|
665,007
|
$18,906,149 | — | 31 Dec 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.75%
|
625,824
|
$17,792,177 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.64%
|
537,221
|
$15,273,193 | — | 31 Dec 2024 | |
| ExodusPoint Capital Management, LP |
13F
|
Company |
0.62%
|
516,603
|
$14,687,000 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.61%
|
514,498
|
$14,627,184 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.6%
|
503,183
|
$14,305,492 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.54%
|
449,009
|
$12,765,329 | — | 31 Dec 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.53%
|
441,143
|
$12,541,695 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
423,307
|
$12,034,618 | — | 31 Dec 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.48%
|
406,321
|
$11,551,706 | — | 31 Dec 2024 | |
| Aristotle Capital Boston, LLC |
13F
|
Company |
0.45%
|
376,057
|
$10,691,311 | — | 31 Dec 2024 | |
| LSV ASSET MANAGEMENT |
13F
|
Company |
0.44%
|
367,700
|
$10,454,000 | — | 31 Dec 2024 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.43%
|
362,820
|
$10,314,973 | — | 31 Dec 2024 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
0.41%
|
345,646
|
$9,826,716 | — | 31 Dec 2024 | |
| Bayview Asset Management, LLC |
13F
|
Company |
0.41%
|
344,828
|
$9,330,050 | — | 31 Dec 2024 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.32%
|
271,519
|
$7,719,285 | — | 31 Dec 2024 | |
| Verition Fund Management LLC |
13F
|
Company |
0.32%
|
270,245
|
$7,683,065 | — | 31 Dec 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.31%
|
263,234
|
$7,483,743 | — | 31 Dec 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.31%
|
259,832
|
$7,387,024 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.29%
|
244,896
|
$6,962,394 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.29%
|
243,995
|
$6,936,779 | — | 31 Dec 2024 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
0.28%
|
234,665
|
$6,671,526 | — | 31 Dec 2024 | |
| STRATEGIC VALUE BANK PARTNERS LLC |
13F
|
Company |
0.27%
|
226,113
|
$6,428,393 | — | 31 Dec 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.25%
|
212,123
|
$6,030,657 | — | 31 Dec 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.25%
|
209,245
|
$5,948,835 | — | 31 Dec 2024 | |
| LPL Financial LLC |
13F
|
Company |
0.25%
|
206,010
|
$5,856,866 | — | 31 Dec 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.24%
|
204,481
|
$5,813,395 | — | 31 Dec 2024 | |
| GRACE & WHITE INC /NY |
13F
|
Company |
0.24%
|
199,010
|
$5,657,854 | — | 31 Dec 2024 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.22%
|
185,900
|
$5,285,137 | — | 31 Dec 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
0.21%
|
179,779
|
$5,077,208 | — | 31 Dec 2024 | |
| Glendon Capital Management LP |
13F
|
Company |
0.21%
|
172,413
|
$4,901,702 | — | 31 Dec 2024 | |
| Fourthstone LLC |
13F
|
Company |
0.18%
|
155,171
|
$4,411,512 | — | 31 Dec 2024 | |
| KESTREL INVESTMENT MANAGEMENT CORP |
13F
|
Company |
0.18%
|
147,750
|
$4,201,000 | — | 31 Dec 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.17%
|
144,832
|
$4,117,574 | — | 31 Dec 2024 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.17%
|
141,775
|
$4,031,000 | — | 31 Dec 2024 | |
| JACOBS ASSET MANAGEMENT, LLC |
13F
|
Company |
0.16%
|
137,931
|
$3,921,378 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
0.16%
|
132,574
|
$3,769,079 | — | 31 Dec 2024 |
Institutional Holders of Beacon Financial Corp - Common Stock (BBT) as of Q1 2025
As of 31 Mar 2025,
Beacon Financial Corp - Common Stock (BBT) was held by
229 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
43,151,409 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, STATE STREET CORP, FULLER & THALER ASSET MANAGEMENT, INC., Invesco Ltd., ADAGE CAPITAL PARTNERS GP, L.L.C., CITADEL ADVISORS LLC, GEODE CAPITAL MANAGEMENT, LLC, and SYSTEMATIC FINANCIAL MANAGEMENT LP.
This page lists
229
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
213
Q1 2025 holders
229
Holder diff
16
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.