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BBT — BEACON FINANCIAL CORP.

Reported value held$1.25B
Funds holding (latest)41
SectorFinancials
Funds holding (Q2 2026)31
Institutional value$954.98M · 31.49M sh
New / Add / Cut / Exit1 / 17 / 12 / 3
Top-5 / Top-10 concentration72.1% / 86.6%
Institutional holdings change Accumulating +2.1% (+656.21K sh)
Institutional value change Up +3.6%

As of Q2 2026, 31 SEC-registered investment managers reported holding BBT (BEACON FINANCIAL CORP.) in their latest 13F filings, with a combined reported value of $954.98M across 31.49M shares. That is +2.1% by share count (+656.21K shares) versus the previous quarter, while reported value moved +3.6%. Ownership is concentrated: the five largest holders account for 72.1% of reported value and the top ten for 86.6%.

Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

BBT is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 12.37M $376.55M 0.01% Add
Vanguard Group history Q4 2025 9.60M $253.25M 0.00% Reduce
Millennium Management history Q2 2026 5.17M $157.29M 0.06% Add
Geode Capital Management history Q2 2026 2.16M $65.79M 0.00% Add
Morgan Stanley history Q2 2026 1.67M $50.73M 0.00% Add
MFS Investment Management history Q2 2026 1.27M $38.54M 0.01% Add
Wellington Management Group history Q3 2025 1.53M $36.30M 0.01% Add
Bank of America Corp history Q2 2026 1.06M $32.39M 0.00% Add
Charles Schwab Investment Management history Q2 2026 1.05M $32.10M 0.00% Reduce
Goldman Sachs Group history Q2 2026 952.91K $29.02M 0.00% Reduce
Northern Trust Corp history Q2 2026 910.86K $27.74M 0.00% Add
BNY Mellon history Q2 2026 541.13K $16.48M 0.00% Add
Two Sigma Investments history Q2 2026 470.52K $14.33M 0.01% Reduce
Renaissance Technologies history Q2 2026 431.74K $13.15M 0.02% Reduce
Principal Global Investors history Q2 2026 406.07K $12.36M 0.01% Hold
Invesco Ltd history Q2 2026 403.56K $12.29M 0.00% Reduce
JPMorgan Chase & Co history Q2 2026 329.35K $10.18M 0.00% New
Royce & Associates history Q2 2026 303.56K $9.24M 0.07% Reduce
PSP Investments history Q2 2026 288.00K $8.77M 0.02% Reduce
Citadel Advisors history Q2 2026 286.14K $8.71M 0.00% Add

View all 41 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 6.31M 6.19M 6.89M 6.78M 12.07M 12.36M 12.18M 12.37M
Millennium Management 57.07K 63.52K 37.75K 50.07K 106.36K 32.36K 213.39K 48.83K 159.94K 111.63K 81.23K 183.62K 299.61K 537.22K 360.79K 483.72K 33.97K 656.99K 5.11M 5.17M
Geode Capital Management 880.27K 862.19K 846.08K 808.75K 790.74K 809.19K 833.69K 866.28K 902.09K 925.74K 940.25K 977.50K 979.16K 975.30K 1.05M 1.09M 1.94M 1.98M 2.04M 2.16M
Morgan Stanley 231.17K 202.13K 197.51K 566.16K 545.76K 576.71K 571.56K 571.06K 556.85K 579.53K 700.48K 683.50K 660.80K 684.58K 746.36K 688.42K 1.20M 1.57M 1.34M 1.67M
MFS Investment Management — — — — — — — — — — — — — — — — 1.15M 1.34M 1.20M 1.27M
Bank of America Corp 201.94K 179.98K 98.76K 80.08K 55.24K 70.85K 286.66K 167.01K 168.00K 210.48K 132.32K 138.58K 106.15K 132.01K 371.92K 466.18K 595.56K 612.86K 626.10K 1.06M
Charles Schwab Investment Management 460.07K 463.71K 354.33K 335.10K 333.56K 336.27K 327.75K 345.73K 355.27K 361.89K 413.27K 412.34K 407.92K 423.31K 484.36K 523.34K 1.06M 1.12M 1.09M 1.05M
Goldman Sachs Group 148.38K 1.08M 991.36K 774.49K 807.70K 1.12M 776.45K 714.94K 557.34K 194.88K 178.00K 219.00K 545.74K 514.50K 440.15K 661.89K 692.83K 1.28M 1.42M 952.91K
Northern Trust Corp 616.57K 608.46K 584.69K 560.31K 538.30K 542.70K 522.07K 531.16K 533.83K 540.38K 512.83K 539.96K 551.95K 503.18K 505.87K 537.73K 890.86K 820.40K 826.48K 910.86K
BNY Mellon 675.50K 609.33K 602.37K 567.47K 562.19K 540.75K 523.75K 512.51K 500.61K 525.08K 510.21K 505.54K 464.18K 449.01K 447.36K 441.48K 759.76K 543.68K 527.79K 541.13K
Two Sigma Investments 82.27K — — 45.04K 62.36K 48.94K 22.38K 53.96K 103.00K 35.80K 132.54K 171.85K 218.16K 212.12K 467.07K 492.29K 678.97K 565.61K 628.71K 470.52K
Renaissance Technologies 55.72K — 24.00K 100.40K 125.80K 141.30K 161.30K 198.90K 265.92K 225.00K 263.42K 422.62K 422.72K 406.32K 565.42K 618.82K 890.80K 797.16K 570.44K 431.74K
Principal Global Investors 403.97K 324.21K 321.50K 292.26K 282.16K 274.98K 268.07K 251.93K 237.65K 223.52K 221.79K 209.77K 198.98K 204.48K 226.94K 226.32K 401.44K 399.89K 407.33K 406.07K
Invesco Ltd 948.47K 1.16M 1.18M 1.17M 1.34M 1.19M 1.16M 1.22M 1.10M 1.17M 1.19M 1.05M 1.07M 1.29M 1.36M 1.50M 1.63M 447.60K 444.13K 403.56K
JPMorgan Chase & Co 244.98K 194.92K 94.41K 116.69K 69.52K 63.45K 55.24K 62.94K 87.50K 156.13K 167.52K 118.27K 190.67K 244.00K 120.39K 64.72K 626.42K 458.03K — 329.35K
Royce & Associates — — — — — — — — — — — — — — — — 13.47K 316.85K 317.59K 303.56K
PSP Investments 102.52K 98.88K 90.84K 87.60K 83.93K 81.91K 78.02K 78.59K 54.39K 88.97K 87.53K 93.53K 89.53K 105.00K 144.63K 155.31K 324.25K 290.37K 299.86K 288.00K
Citadel Advisors 67.99K 19.20K 29.28K — 100.86K 34.66K 56.78K 54.52K 21.33K — 17.52K 25.15K 8.26K 969.34K 1.11M 199.79K 209.82K 334.36K 159.23K 286.14K
UBS Group AG 53.70K 50.96K 32.14K 11.60K 24.56K 23.28K 30.89K 23.24K 18.22K 50.97K 40.07K 40.97K 57.92K 244.90K 221.65K 287.93K 569.76K 713.49K 423.68K 276.83K
AQR Capital Management 28.41K 22.25K 21.71K 34.28K 56.05K 62.71K 59.55K 40.18K 81.77K 69.85K 58.74K 42.23K 27.72K 38.78K 142.06K 180.54K 365.80K 252.24K 252.28K 237.95K

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