BBT · Company research
Beacon Financial Corporation (BBT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 840000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215603 | 6565087 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5995 | 182548 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110 | 3350 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Brookstone Capital Management | 1599584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100119 | 3048617 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9124 | 277827 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30809 | 942139 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Glendon Capital Management LP | 1604350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 381184 | 11607053 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EJF Capital LP | 1353254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128480 | 3912216 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10605 | 322922 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ROYCE & ASSOCIATES LP | 906304 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 303556 | 9243280 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9599 | 292290 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91341 | 2781333 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 2375 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 396 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 565685 | 17225108 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4849187 | 147657744 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8502 | 258886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6113 | 186141 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374992 | 11418506 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57307 | 1744989 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36840 | 1121779 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST MANHATTAN CO. LLC. | 728083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11224 | 341771 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 305 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27 | 822 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43010 | 1309655 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29991 | 913097 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 271575 | 8269459 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARSONS CAPITAL MANAGEMENT INC/RI | 1018674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29860 | 909237 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81884 | 2493380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MENDON CAPITAL ADVISORS CORP | 1177043 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200000 | 6090000 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 735655 | 22400695 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58680 | 1786806 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Moors & Cabot, Inc. | 1607239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14221 | 433032 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67313 | 2049681 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GREAT LAKES ADVISORS, LLC | 1078013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9089 | 276760 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77359 | 2355581 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vision Retirement, LLC | 2069023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 309 | 9409 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3761172 | 114527687 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233 | 7095 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22351 | 680588 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1054300 | 32103435 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Avalon Trust Co | 1798150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 371 | 11297 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7334 | 223320 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29988 | 913135 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19613 | 597206 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DANSKE BANK A/S | 800177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 3045 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 204 | 6306 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5189 | 158005 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 47 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 183 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1216 | 37027 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1705339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39249 | 1195132 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2287 | 69624 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FARMERS & MERCHANTS INVESTMENTS INC | 1259969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 1462 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1399 | 42593 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1364 | 41534 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SlateStone Wealth, LLC | 1764049 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11558 | 352 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7416 | 225817 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11218 | 341588 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15578 | 474342 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 1127761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40337 | 1228262 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168656 | 5135575 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37347 | 1137216 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 814 | 24786 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13513 | 411441 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 802 | 24421 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1107314 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19027 | 579372 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39691 | 1208591 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 945 | 28776 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Freestone Grove Partners LP | 2007591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17487 | 532479 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236 | 7186 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 178 | 5420 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44032 | 1340774 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206483 | 6287407 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 573992 | 17478056 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| T. Rowe Price Investment Management, Inc. | 1897612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1051210 | 32010 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1446179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80781 | 2459781 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122 | 3715 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Curi Capital, LLC | 1332905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200139 | 6094233 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.