Tamarly Intelligence

Who Holds Beacon Financial Corp (BBT)? 293 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 293 holders, $2.3 billion in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
BlackRock, Inc.12,366,226$377 million+2%13F
VANGUARD PORTFOLIO MANAGEMENT LLC5,212,012$159 million+2%13F
MILLENNIUM MANAGEMENT LLC5,165,656$157 million+1%13F
STATE STREET CORP5,129,035$156 million+8%13F
DIMENSIONAL FUND ADVISORS LP4,955,978$151 million+3%13F
FULLER & THALER ASSET MANAGEMENT, INC.3,936,942$120 million-17%13F
VANGUARD CAPITAL MANAGEMENT LLC3,761,172$115 million0%13F
Verition Fund Management LLC2,403,149$73 million+19%13F
HoldCo Asset Management, LP2,263,000$69 million+10%13F
GEODE CAPITAL MANAGEMENT, LLC2,160,024$66 million+6%13F
MORGAN STANLEY1,665,977$51 million+25%13F
ADAGE CAPITAL PARTNERS GP, L.L.C.1,493,023$45 million-18%13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,265,827$39 million+5%13F
BANK OF AMERICA CORP /DE/1,063,829$32 million+70%13F
Nuveen, LLC1,060,271$32 million+23%13F
SYSTEMATIC FINANCIAL MANAGEMENT LP1,060,206$32 million-6%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,054,300$32 million-3%13F
GOLDMAN SACHS GROUP INC952,914$29 million-33%13F
NORTHERN TRUST CORP910,859$28 million+10%13F
AMERICAN CENTURY COMPANIES INC829,367$25 million+4%13F
Walleye Capital LLC665,525$20 millionNew13F
STRATEGIC VALUE BANK PARTNERS LLC623,747$19 million+0%13F
BRIDGEWAY CAPITAL MANAGEMENT, LLC573,992$17 million+9%13F
VANGUARD FIDUCIARY TRUST CO565,685$17 million+5%13F
Bank of New York Mellon Corp541,135$16 million+3%13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC475,290$14 million+1%13F
TWO SIGMA INVESTMENTS, LP470,517$14 million-25%13F
RENAISSANCE TECHNOLOGIES LLC431,740$13 million-24%13F
PRINCIPAL FINANCIAL GROUP INC406,066$12 million0%13F
Invesco Ltd.403,560$12 million-9%13F
Glendon Capital Management LP381,184$12 million+0%13F
Empowered Funds, LLC377,912$12 million+14%13F
BAYVIEW ASSET MANAGEMENT, LLC364,828$11 million-8%13F
ALLIANCEBERNSTEIN L.P.348,478$10 million+49%13F
JPMORGAN CHASE & CO329,351$10 million-5%13F
ALGERT GLOBAL LLC331,312$10 million+65%13F
Brevan Howard Capital Management LP312,492$10 million+212%13F
ROYCE & ASSOCIATES LP303,556$9 million-4%13F
Public Sector Pension Investment Board288,005$9 million-4%13F
CITADEL ADVISORS LLC286,141$9 million+80%13F
UBS Group AG276,826$8 million-35%13F
SummitTX Capital, L.P.272,767$8 million+499%13F
Trexquant Investment LP271,575$8 millionNew13F
Ategra Capital Management, LLC265,743$8 million-48%13F
AQR CAPITAL MANAGEMENT LLC237,950$7 million-6%13F
MALTESE CAPITAL MANAGEMENT LLC234,900$7 million-10%13F
MENDON CAPITAL ADVISORS CORP228,394$7 million+14%13F
RHUMBLINE ADVISERS215,603$7 million-10%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC215,048$7 million+2%13F
AMERIPRISE FINANCIAL INC207,997$6 million-5%13F
Curi Capital, LLC200,243$6 million+18%13F
ExodusPoint Capital Management, LP196,679$6 million-20%13F
Legal & General Group Plc189,026$6 million+1%13F
GRACE & WHITE INC /NY186,349$6 million+0%13F
Swiss National Bank168,656$5 million+1%13F
COMMONWEALTH EQUITY SERVICES, LLC146,823$4 million+1%13F
CONGRESS ASSET MANAGEMENT CO142,027$4 million+17%13F
BOOTHBAY FUND MANAGEMENT, LLC132,189$4 million+105%13F
EJF Capital LP128,480$4 million-13%13F
HENNESSY ADVISORS INC115,000$4 million+4%13F
CITIGROUP INC102,843$3 million+14%13F
Brookstone Capital Management100,119$3 millionNew13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM99,200$3 million-3%13F
Cutler Capital Management, LLC97,306$3 million+26%13F
DEUTSCHE BANK AG\96,453$3 million+10%13F
MARSHALL WACE, LLP91,180$3 million+520%13F
PRUDENTIAL FINANCIAL INC86,497$3 million+1%13F
VANGUARD ASSET MANAGEMENT, Ltd84,384$3 million+13%13F
Quantinno Capital Management LP81,884$2 million+65%13F
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC80,781$2 million+232%13F
WELLS FARGO & COMPANY/MN80,023$2 million+113%13F
CM Management, LLC80,000$2 million+100%13F
XTX Topco Ltd74,212$2 million+242%13F
SEGALL BRYANT & HAMILL, LLC71,225$2 millionNew13F
FIFTH THIRD BANCORP70,512$2 million-3%13F
PMC FIG Opportunities LLC68,131$2 million+160%13F
Corient Private Wealth LP67,429$2 million+7%13F
Rafferty Asset Management, LLC67,313$2 million-23%13F
RAYMOND JAMES FINANCIAL INC65,611$2 million-11%13F
Pathstone Holdings, LLC59,745$2 million-3%13F
Vanguard Global Advisers, LLC58,680$2 million-2%13F
FIRST TRUST ADVISORS LP57,307$2 million+60%13F
Aquatic Capital Management LLC56,934$2 millionNew13F
Cerity Partners LLC56,125$2 million-7%13F
Russell Investments Group, Ltd.55,027$2 million+291%13F
Clarendon Private LLC50,185$2 million-1%13F
MetLife Investment Management, LLC49,610$2 million+9%13F
CAPITAL FUND MANAGEMENT S.A.49,433$2 millionNew13F
Zurcher Kantonalbank (Zurich Cantonalbank)46,350$1 million+137%13F
Illinois Municipal Retirement Fund43,644$1 million-2%13F
Qube Research & Technologies Ltd43,234$1 millionNew13F
VICTORY CAPITAL MANAGEMENT INC42,682$1 million+216%13F
IRONWOOD INVESTMENT MANAGEMENT LLC40,337$1 million+0%13F
FMR LLC40,283$1 million-2%13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE39,691$1 million+7%13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.39,249$1 million+0%13F
BARCLAYS PLC38,937$1 million-31%13F
Schonfeld Strategic Advisors LLC37,347$1 million-13%13F
Private Advisor Group, LLC36,814$1 million+80%13F
Louisiana State Employees Retirement System36,700$1 million-1%13F

Questions and answers

How many institutions hold Beacon Financial Corp?
293 managers reported Beacon Financial Corp on Form 13F for the quarter ended 30 June 2026, against 293 the quarter before.
Who is the largest institutional holder of Beacon Financial Corp?
BlackRock, Inc., with 12,366,226 shares worth $377 million on its 13F for Q2 2026.
How many institutions bought or sold out of Beacon Financial Corp in Q2 2026?
39 managers reported a new position and 39 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Beacon Financial Corp, Q2 2026", https://app.tamarly.ai/holders/beacon-financial, built from SEC EDGAR.

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