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Institutional Ownership · SEC Form 13F

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.

269
Institutional holders
75M
Shares held (tracked funds)
89.8%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added12,366,226$377M16.7%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added5,212,012$159M7.1%2026-Q2
MILLENNIUM MANAGEMENT LLC added5,165,656$157M7.0%2026-Q2
STATE STREET CORP added5,129,035$156M6.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added4,955,978$151M6.7%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. trimmed3,936,942$120M5.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed3,761,172$115M5.1%2026-Q2
Verition Fund Management LLC added2,403,149$73M3.3%2026-Q2
HoldCo Asset Management, LP added2,263,000$69M3.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,160,024$66M2.9%2026-Q2
MORGAN STANLEY added1,665,977$51M2.3%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed1,493,023$45M2.0%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,265,827$39M1.7%2026-Q2
BANK OF AMERICA CORP /DE/ added1,063,829$32M1.4%2026-Q2
Nuveen, LLC added1,060,271$32M1.4%2026-Q2
SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed1,060,206$32M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,054,300$32M1.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed952,914$29M1.3%2026-Q2
NORTHERN TRUST CORP added910,859$28M1.2%2026-Q2
AMERICAN CENTURY COMPANIES INC added829,367$25M1.1%2026-Q2
Walleye Capital LLC added665,525$20M0.9%2026-Q2
STRATEGIC VALUE BANK PARTNERS LLC623,747$19M0.8%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added573,992$17M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added565,685$17M0.8%2026-Q2
Bank of New York Mellon Corp added541,135$16M0.7%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added475,290$14M0.6%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed470,517$14M0.6%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed431,740$13M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed406,066$12M0.5%2026-Q2
Invesco Ltd. added403,560$12M0.5%2026-Q2
Glendon Capital Management LP381,184$12M0.5%2026-Q2
Empowered Funds, LLC added377,912$12M0.5%2026-Q2
BAYVIEW ASSET MANAGEMENT, LLC trimmed364,828$11M0.5%2026-Q2
ALLIANCEBERNSTEIN L.P. added348,478$10M0.5%2026-Q2
ALGERT GLOBAL LLC added331,312$10M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed329,351$10M0.5%2026-Q2
Brevan Howard Capital Management LP added312,492$10M0.4%2026-Q2
ROYCE & ASSOCIATES LP trimmed303,556$9M0.4%2026-Q2
Public Sector Pension Investment Board trimmed288,005$9M0.4%2026-Q2
CITADEL ADVISORS LLC added286,141$9M0.4%2026-Q2
UBS Group AG trimmed276,826$8M0.4%2026-Q2
SummitTX Capital, L.P. added272,767$8M0.4%2026-Q2
Trexquant Investment LP added271,575$8M0.4%2026-Q2
Ategra Capital Management, LLC trimmed265,743$8M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC trimmed237,950$7M0.3%2026-Q2
MALTESE CAPITAL MANAGEMENT LLC trimmed234,900$7M0.3%2026-Q2
MENDON CAPITAL ADVISORS CORP added228,394$7M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed215,603$7M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added215,048$7M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed207,997$6M0.3%2026-Q2
Curi Capital, LLC added200,243$6M0.3%2026-Q2
ExodusPoint Capital Management, LP trimmed196,679$6M0.3%2026-Q2
Legal & General Group Plc added189,026$6M0.3%2026-Q2
GRACE & WHITE INC /NY186,349$6M0.3%2026-Q2
Swiss National Bank added168,656$5M0.2%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added146,823$4M0.2%2026-Q2
CONGRESS ASSET MANAGEMENT CO added142,027$4M0.2%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added132,189$4M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added130,623$4M0.2%2026-Q2
EJF Capital LP trimmed128,480$4M0.2%2026-Q2
HENNESSY ADVISORS INC added115,000$4M0.2%2026-Q2
CITIGROUP INC added102,843$3M0.1%2026-Q2
Brookstone Capital Management new100,119$3M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed99,200$3M0.1%2026-Q2
Cutler Capital Management, LLC added97,306$3M0.1%2026-Q2
DEUTSCHE BANK AG\ added96,453$3M0.1%2026-Q2
MARSHALL WACE, LLP added91,180$3M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added86,497$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added84,384$3M0.1%2026-Q2
Quantinno Capital Management LP added81,884$2M0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added80,781$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added80,023$2M0.1%2026-Q2
CM Management, LLC added80,000$2M0.1%2026-Q2
XTX Topco Ltd added74,212$2M0.1%2026-Q2
SEGALL BRYANT & HAMILL, LLC added71,225$2M0.1%2026-Q2
FIFTH THIRD BANCORP trimmed70,512$2M0.1%2026-Q2
PMC FIG Opportunities LLC added68,131$2M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed67,313$2M0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed65,611$2M0.1%2026-Q2
Corient Private Wealth LP added63,569$2M0.1%2026-Q2
Pathstone Holdings, LLC trimmed59,745$2M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed58,680$2M0.1%2026-Q2
FIRST TRUST ADVISORS LP added57,307$2M0.1%2026-Q2
Aquatic Capital Management LLC added56,934$2M0.1%2026-Q2
Cerity Partners LLC trimmed56,125$2M0.1%2026-Q2
Russell Investments Group, Ltd. added55,027$2M0.1%2026-Q2
Clarendon Private LLC trimmed50,185$2M0.1%2026-Q2
MetLife Investment Management, LLC added49,610$2M0.1%2026-Q2
CAPITAL FUND MANAGEMENT S.A. new49,433$2M0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added46,350$1M0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed43,644$1M0.1%2026-Q2
Qube Research & Technologies Ltd trimmed43,234$1M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added42,682$1M0.1%2026-Q2
IRONWOOD INVESTMENT MANAGEMENT LLC added40,337$1M0.1%2026-Q2
FMR LLC trimmed40,283$1M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added39,691$1M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added39,249$1M0.1%2026-Q2
BARCLAYS PLC trimmed38,937$1M0.1%2026-Q2
Schonfeld Strategic Advisors LLC trimmed37,347$1M0.1%2026-Q2
Private Advisor Group, LLC added36,814$1M0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership