Who Owns Beacon Financial Corp. (BBT)?Hedge Fund & Institutional Holders

$28.52-0.24 (-0.83%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+5 / -3

Price History

$23.12$25.29$27.45$29.62$31.78Sep 25Dec 25Mar 26

BBT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Azora Capital LPIncreased+2.6M+$69.2B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+1.3M+$35.3B
GOLDMAN SACHS GROUP INCIncreased+582K+$16.6B
STRATEGIC VALUE BANK PARTNERS LLCNew Position+624K+$16.4B
MILLENNIUM MANAGEMENT LLCIncreased+623K+$16.2B
ADAGE CAPITAL PARTNERS GP, L.L.C.Increased+418K+$14.6B
BANK OF AMERICA CORP /DE/Increased+17K+$13.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+400K+$10.5B
ROYCE & ASSOCIATES LPIncreased+303K+$8.0B
Nearwater Capital Markets, LtdNew Position+330K+$8.0B
Glendon Capital Management LPIncreased+209K+$6.0B
UBS Group AGIncreased+144K+$5.3B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCIncreased+56K+$3.8B
Bayview Asset Management, LLCIncreased+89K+$3.6B
Ruffer LLPNew Position+130K+$3.4B

BBT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLINGTON MANAGEMENT GROUP LLPClosed Position-1.5M-$36.3B
Invesco Ltd.Decreased-1.2M-$26.9B
AMERICAN CENTURY COMPANIES INCDecreased-630K-$13.0B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCDecreased-407K-$8.3B
TWO SIGMA ADVISERS, LPDecreased-298K-$7.5B
Capitolis Liquid Global Markets LLCClosed Position-218K-$5.2B
LPL Financial LLCDecreased-818-$5.1B
JPMORGAN CHASE & CODecreased-168K-$4.8B
FIRST TRUST ADVISORS LPDecreased-153K-$4.3B
JACOBS ASSET MANAGEMENT, LLCClosed Position-163K-$3.9B
AMERIPRISE FINANCIAL INCDecreased-127K-$3.6B
ExodusPoint Capital Management, LPDecreased-157K-$3.4B
Schonfeld Strategic Advisors LLCDecreased-91K-$3.2B
D. E. Shaw & Co., Inc.Decreased-98K-$3.1B
NORTHERN TRUST CORPDecreased-70K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FULLER & THALER ASSET MANAGEMENT, INC.4,878,380$128.0B0.44%Share
2DIMENSIONAL FUND ADVISORS LP4,669,872$123.0B0.03%Share
3Azora Capital LP3,133,051$82.6B5.20%Share
4ADAGE CAPITAL PARTNERS GP, L.L.C.2,036,828$53.0B0.08%Share
5MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,323,851$34.9B0.01%Share
6ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,285,066$33.0B0.02%Share
7SYSTEMATIC FINANCIAL MANAGEMENT LP1,100,384$29.0B0.68%Share
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,118,341$29.0B0.00%Share
9GOLDMAN SACHS GROUP INC1,065,553$28.0B0.00%Share
10AMERICAN CENTURY COMPANIES INC890,144$23.0B0.01%Share
11RENAISSANCE TECHNOLOGIES LLC797,158$21.0B0.03%Share
12UBS Group AG691,424$18.2B0.00%Share
13Nuveen, LLC707,135$18.0B0.00%Share
14NORTHERN TRUST CORP688,202$18.0B0.00%Share
15MILLENNIUM MANAGEMENT LLC656,993$17.0B0.01%Share
16STRATEGIC VALUE BANK PARTNERS LLC623,747$16.4B11.26%Share
17Bayview Asset Management, LLC544,828$14.4B3.32%Share
18TWO SIGMA INVESTMENTS, LP565,605$14.0B0.02%Share
19HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC500,742$13.2B0.04%Share
20BRIDGEWAY CAPITAL MANAGEMENT, LLC507,886$13.0B0.27%Share
21PRINCIPAL FINANCIAL GROUP INC396,297$10.4B0.01%Share
22Ategra Capital Management, LLC385,904$10.2B4.84%Share
23Glendon Capital Management LP381,184$10.1B0.60%Share
24Invesco Ltd.381,036$10.0B0.00%Share
25ROYCE & ASSOCIATES LP316,854$8.4B0.08%Share
26Nearwater Capital Markets, Ltd329,500$8.0B0.14%Share
27AMERIPRISE FINANCIAL INC327,161$8.0B0.00%Share
28JPMORGAN CHASE & CO302,839$7.0B0.00%Share
29PUBLIC SECTOR PENSION INVESTMENT BOARD290,374$7.0B0.02%Share
30BANK OF AMERICA CORP /DE/253,125$6.0B0.00%Share
31RHUMBLINE ADVISERS233,891$6.0B0.00%Share
32AQR CAPITAL MANAGEMENT LLC245,772$6.0B0.00%Share
33CITADEL ADVISORS LLC211,944$5.0B0.00%Share
34GOLDMAN SACHS GROUP INC209,726$5.0B0.00%Share
35Swiss National Bank166,256$4.0B0.00%Share
36BANK OF AMERICA CORP /DE/188,632$4.0B0.00%Share
37DIMENSIONAL FUND ADVISORS LP165,523$4.0B0.00%Share
38VOYA INVESTMENT MANAGEMENT LLC156,546$4.0B0.00%Share
39BARCLAYS PLC181,545$4.0B0.00%Share
40EJF Capital LP146,451$3.9B2.19%Share
41Ruffer LLP130,048$3.4B0.16%Share
42Ategra Capital Management, LLC125,384$3.3B1.57%Share
43COMMONWEALTH EQUITY SERVICES, LLC139,837$3.0B0.00%Share
44CITADEL ADVISORS LLC122,419$3.0B0.00%Share
45ExodusPoint Capital Management, LP114,499$3.0B0.02%Share
46Rafferty Asset Management, LLC145,749$3.0B0.01%Share
47BANK OF AMERICA CORP /DE/151,642$3.0B0.00%Share
48Legal & General Group Plc132,645$3.0B0.00%Share
49ALLIANCEBERNSTEIN L.P.117,349$3.0B0.00%Share
50CITIGROUP INC119,618$3.0B0.00%Share

BBT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025277$949.5B+75
Q3 2025202$880.7B+8
Q2 2025194$517.2B-34
Q1 2025228$863.6B+22
Q4 2024206$5.4T+52
Q3 2024154$28.5T+7
Q2 2024147$24.7T+10
Q1 2024137$337.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BBT (Beacon Financial Corp.). The largest holder is FULLER & THALER ASSET MANAGEMENT, INC. with $128.0B in shares. This quarter, 5 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own BBT?

As of Q4 2025, 50 institutional investors report holding BBT (Beacon Financial Corp.) in their 13F filings.

Who is the largest institutional holder of BBT?

The largest institutional holder of BBT is FULLER & THALER ASSET MANAGEMENT, INC. with $128.0B in shares.

Is institutional ownership of BBT increasing or decreasing?

This quarter, 5 institutions opened new positions in BBT and 3 closed their positions.