Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BBT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.2M | $365.5M | -1.5% | 14.497% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.1M | $154.0M | β | 6.110% | 0.01% |
| 3 | MILLENNIUM MANAGEMENT LLC | 5.1M | $153.4M | +678.1% | 6.083% | 0.10% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $144.6M | -1.2% | 5.734% | 0.03% |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 4.8M | $143.1M | -2.2% | 5.677% | 0.48% |
| 6 | STATE STREET CORP | 4.8M | $142.6M | -5.9% | 5.658% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $113.0M | β | 4.482% | 0.00% |
| 8 | Azora Capital LP | 3.1M | $94.1M | +0.2% | 3.734% | 6.19% |
| 9 | HoldCo Asset Management, L.P. | 2.1M | $61.8M | 0.0% | 2.453% | 4.60% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.0M | $61.3M | +3.1% | 2.433% | 0.00% |
| 11 | Verition Fund Management LLC | 2.0M | $60.5M | -11.3% | 2.398% | 0.42% |
| 12 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.8M | $54.8M | -10.3% | 2.173% | 0.08% |
| 13 | GOLDMAN SACHS GROUP INC | 1.4M | $42.7M | +11.6% | 1.694% | 0.00% |
| 14 | MORGAN STANLEY | 1.3M | $40.1M | -14.7% | 1.590% | 0.00% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.2M | $36.1M | -10.0% | 1.432% | 0.01% |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.1M | $33.8M | -1.1% | 1.342% | 0.78% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $32.7M | -2.5% | 1.297% | 0.00% |
| 18 | Nuveen, LLC | 861K | $25.8M | +20.6% | 1.025% | 0.01% |
| 19 | NORTHERN TRUST CORP | 826K | $24.8M | +0.7% | 0.984% | 0.00% |
| 20 | AMERICAN CENTURY COMPANIES INC | 801K | $24.0M | -10.0% | 0.953% | 0.01% |
| 21 | TWO SIGMA INVESTMENTS, LP | 629K | $18.9M | +11.2% | 0.748% | 0.02% |
| 22 | BANK OF AMERICA CORP /DE/ | 626K | $18.8M | +2.2% | 0.745% | 0.00% |
| 23 | STRATEGIC VALUE BANK PARTNERS LLC | 624K | $18.7M | 0.0% | 0.742% | 10.06% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 570K | $17.1M | -28.4% | 0.679% | 0.03% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 541K | $16.2M | β | 0.644% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BBT β a direct measure of their conviction.
Filings activity in BBT during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 289 | +5.1% | 89.32% | +11.16 pp | $2.29B | +14% |
| Q4 2025 | 275 | +1.5% | 78.16% | +11.96 pp | $2.00B | +18% |
| Q3 2025 | 271 | +17% | 66.20% | 133.79 pp | $1.69B | 80% |
| Q2 2025 | 232 | +1.8% | 199.99% | +158.97 pp | $8.44B | +704% |
| Q1 2025 | 228 | +6.0% | 41.02% | 0.54 pp | $1.05B | 1.3% |
| Q4 2024 | 215 | +15% | 41.56% | +5.13 pp | $1.06B | +14% |
| Q3 2024 | 187 | +4.5% | 36.43% | 52.45 pp | $932M | 59% |
| Q2 2024 | 179 | β | 88.88% | β | $2.27B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BBT stock.
Based on Q1 2026 13F filings, institutional ownership of Beacon Financial Corp. stands at 89.3%, held across 289 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BBT, with approximately 12,181,721 shares worth $0.37B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of BBT, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for BBT is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in BBT during Q1 2026, while 36 fully exited. 197 added to existing positions and 41 trimmed.
BBT institutional ownership rose by 11.16 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 62.7% of all reported 13F value in BBT, and the top 25 account for 83.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Beacon Financial Corp. (BBT) Institutional Ownership