Who owns Beacon Financial (BBT)
Which tracked institutional funds hold BBT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BBT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
69 tracked funds added or opened BBT while 53 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BBT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BBT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BBT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 269 tracked filers holding BBT, 137 increased or opened the position and 139 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BBT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 15
- Walleye Capital LLC$20M
- Trexquant Investment LP$8M
- Brookstone Capital Management$3M
- SEGALL BRYANT & HAMILL, LLC$2M
- Aquatic Capital Management LLC$2M
- CAPITAL FUND MANAGEMENT S.A.$2M
Full exits 26
- Azora Capital LP$94M
- THOMPSON SIEGEL & WALMSLEY LLC$5M
- Interval Partners, LP$5M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M
- DARK FOREST CAPITAL MANAGEMENT LP$3M
- Thrivent Financial for Lutherans$2M
Largest adds
- BlackRock, Inc.$112M
- BANK OF AMERICA CORP /DE/$14M
- STATE STREET CORP$14M
- Verition Fund Management LLC$13M
- MORGAN STANLEY$11M
- HoldCo Asset Management, LP$7M
Largest trims
- FULLER & THALER ASSET MANAGEMENT, INC.$23M
- GOLDMAN SACHS GROUP INC$14M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$9M
- Ategra Capital Management, LLC$7M
- LPL Financial LLC$6M
- TWO SIGMA INVESTMENTS, LP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 12,366,226 | $377M | 16.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,212,012 | $159M | 7.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 5,165,656 | $157M | 7.0% | 2026-Q2 |
| STATE STREET CORP added | 5,129,035 | $156M | 6.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,955,978 | $151M | 6.7% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 3,936,942 | $120M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 3,761,172 | $115M | 5.1% | 2026-Q2 |
| Verition Fund Management LLC added | 2,403,149 | $73M | 3.3% | 2026-Q2 |
| HoldCo Asset Management, LP added | 2,263,000 | $69M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,160,024 | $66M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 1,665,977 | $51M | 2.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 1,493,023 | $45M | 2.0% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,265,827 | $39M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,063,829 | $32M | 1.4% | 2026-Q2 |
| Nuveen, LLC added | 1,060,271 | $32M | 1.4% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 1,060,206 | $32M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,054,300 | $32M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 952,914 | $29M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 910,859 | $28M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 829,367 | $25M | 1.1% | 2026-Q2 |
| Walleye Capital LLC added | 665,525 | $20M | 0.9% | 2026-Q2 |
| STRATEGIC VALUE BANK PARTNERS LLC | 623,747 | $19M | 0.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 573,992 | $17M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 565,685 | $17M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 541,135 | $16M | 0.7% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 475,290 | $14M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 470,517 | $14M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 431,740 | $13M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 406,066 | $12M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 403,560 | $12M | 0.5% | 2026-Q2 |
| Glendon Capital Management LP | 381,184 | $12M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 377,912 | $12M | 0.5% | 2026-Q2 |
| BAYVIEW ASSET MANAGEMENT, LLC trimmed | 364,828 | $11M | 0.5% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 348,478 | $10M | 0.5% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 331,312 | $10M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 329,351 | $10M | 0.5% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 312,492 | $10M | 0.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 303,556 | $9M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 288,005 | $9M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 286,141 | $9M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 276,826 | $8M | 0.4% | 2026-Q2 |
| SummitTX Capital, L.P. added | 272,767 | $8M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 271,575 | $8M | 0.4% | 2026-Q2 |
| Ategra Capital Management, LLC trimmed | 265,743 | $8M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 237,950 | $7M | 0.3% | 2026-Q2 |
| MALTESE CAPITAL MANAGEMENT LLC trimmed | 234,900 | $7M | 0.3% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP added | 228,394 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 215,603 | $7M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 215,048 | $7M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 207,997 | $6M | 0.3% | 2026-Q2 |
| Curi Capital, LLC added | 200,243 | $6M | 0.3% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 196,679 | $6M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 189,026 | $6M | 0.3% | 2026-Q2 |
| GRACE & WHITE INC /NY | 186,349 | $6M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 168,656 | $5M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 146,823 | $4M | 0.2% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 142,027 | $4M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 132,189 | $4M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 130,623 | $4M | 0.2% | 2026-Q2 |
| EJF Capital LP trimmed | 128,480 | $4M | 0.2% | 2026-Q2 |
| HENNESSY ADVISORS INC added | 115,000 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 102,843 | $3M | 0.1% | 2026-Q2 |
| Brookstone Capital Management new | 100,119 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 99,200 | $3M | 0.1% | 2026-Q2 |
| Cutler Capital Management, LLC added | 97,306 | $3M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 96,453 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 91,180 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 86,497 | $3M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 84,384 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 81,884 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 80,781 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 80,023 | $2M | 0.1% | 2026-Q2 |
| CM Management, LLC added | 80,000 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 74,212 | $2M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 71,225 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 70,512 | $2M | 0.1% | 2026-Q2 |
| PMC FIG Opportunities LLC added | 68,131 | $2M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 67,313 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 65,611 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 63,569 | $2M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 59,745 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 58,680 | $2M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 57,307 | $2M | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 56,934 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 56,125 | $2M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,027 | $2M | 0.1% | 2026-Q2 |
| Clarendon Private LLC trimmed | 50,185 | $2M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 49,610 | $2M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 49,433 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 46,350 | $1M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 43,644 | $1M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 43,234 | $1M | 0.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 42,682 | $1M | 0.1% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC added | 40,337 | $1M | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 40,283 | $1M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 39,691 | $1M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 39,249 | $1M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 38,937 | $1M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 37,347 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 36,814 | $1M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.