Beacon Financial Corporation (BBT) Ownership

NYSE: BBTTop holders, insider trades and short interest.

BBT ownership summary

as of October 18, 2026
Institutions
94.4%
of shares outstanding
Insiders
1.39%
of shares outstanding
Shares outstanding
83.8M
Float
77.4M
shares available to trade
Short interest
5.95%
4.9M shares short
Days to cover
4.31
short interest up 23.3% vs prior month
  • Institutions 94.41%
  • Insiders 1.39%
  • Other investors 4.20%

BBT top institutional holders

20 largest
Beacon Financial Corporation top institutional holders
#Holder% of sharesSharesValueChangeReported
1BlackRock Inc14.75%12.4M$340.1M+184,505 (+1.5%)June 30, 2026
2Vanguard Portfolio Management, LLC6.22%5.2M$143.3M+78,080 (+1.5%)June 30, 2026
3Millennium Management LLC6.16%5.2M$142.1M+53,775 (+1.1%)June 30, 2026
4State Street Corp6.12%5.1M$141.0M+375,049 (+7.9%)June 30, 2026
5Dimensional Fund Advisors, Inc.5.91%5.0M$136.3M+137,456 (+2.9%)June 30, 2026
6Fuller & Thaler Asset Management Inc4.70%3.9M$108.3M−833,610 (−17.5%)June 30, 2026
7Vanguard Capital Management, LLC4.49%3.8M$103.4M−5,012 (−0.1%)June 30, 2026
8Verition Fund Managegment, LLC2.87%2.4M$66.1M+388,127 (+19.3%)June 30, 2026
9HoldCo Asset Management, L.P.2.70%2.3M$62.2M+202,000 (+9.8%)June 30, 2026
10Geode Capital Management, LLC2.58%2.2M$59.4M+115,664 (+5.7%)June 30, 2026
11Morgan Stanley - Brokerage Accounts1.99%1.7M$45.8M+329,778 (+24.7%)June 30, 2026
12Adage Capital Partners Gp LLC1.78%1.5M$41.1M−332,939 (−18.2%)June 30, 2026
13Massachusetts Financial Services Company1.51%1.3M$34.8M+62,220 (+5.2%)June 30, 2026
14Bank of America Corp1.27%1.1M$29.3M+437,725 (+69.9%)June 30, 2026
15Nuveen, LLC1.26%1.1M$29.2M+198,888 (+23.1%)June 30, 2026
16Systematic Financial Management LP1.26%1.1M$29.2M−67,650 (−6.0%)June 30, 2026
17Charles Schwab Investment Management Inc1.26%1.1M$29.0M−35,923 (−3.3%)June 30, 2026
18T. Rowe Price Investment Management,Inc.1.25%1.1M$28.9M+1.1M (0.0%)June 30, 2026
19The Goldman Sachs Group Inc1.14%953K$26.2M−470,162 (−33.0%)June 30, 2026
20Northern Trust Corp1.09%911K$25.0M+84,380 (+10.2%)June 30, 2026

Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 3.7M shares and 6 cut 1.7M.

BBT top mutual fund and ETF holders

20 largest
Beacon Financial Corporation top fund holders
#Holder% of sharesSharesValueChangeReported
1iShares Core S&P Small-Cap ETF5.99%5.0M$138.0M—September 30, 2026
2Undiscovered Managers Behavioral Val L3.68%3.1M$84.8M−68,800 (−2.2%)August 31, 2026
3Vanguard MStar Total Stk Mkt Idx Invest3.18%2.7M$73.3M−4,349 (−0.2%)August 31, 2026
4iShares Russell 2000 ETF2.54%2.1M$58.5M—September 30, 2026
5Vanguard Small Cap Index2.30%1.9M$53.0M+709 (+0.0%)August 31, 2026
6Vanguard MStar Small Cap Value Index1.46%1.2M$33.7M+1,023 (+0.1%)August 31, 2026
7DFA US Small Cap Value I1.37%1.2M$31.6M—August 31, 2026
8State Street® SPDR® S&PRgnllBkgETF1.23%1.0M$28.4M+30,848 (+3.1%)September 30, 2026
9Avantis US Small Cap Value ETF1.20%1.0M$27.7M+8,304 (+0.8%)September 30, 2026
10Fidelity Small Cap Index1.11%933K$25.7M+7,423 (+0.8%)July 31, 2026
11State Street SPDR Port S&P 600 Sm CpETF0.92%768K$21.1M—September 30, 2026
12iShares S&P Small-Cap 600 Value ETF0.85%709K$19.5M—September 30, 2026
13T. Rowe Price Small-Cap Value0.82%692K$19.0M+25,635 (+3.8%)August 31, 2026
14DFA US Targeted Value I0.76%638K$17.5M—August 31, 2026
15iShares Russell 2000 Value ETF0.76%633K$17.4M—September 30, 2026
16Algebris Financial Equity BM EUR Acc0.72%607K$16.7M+265,944 (+77.9%)August 31, 2026
17MFS New Discovery Value I0.68%568K$15.6M−9,595 (−1.7%)August 31, 2026
18Dimensional US Targeted Value ETF0.60%503K$13.8M—September 30, 2026
19Vanguard Tax-Managed Small Cap Adm0.59%499K$13.7M—August 31, 2026
20Dimensional US Small Cap Value ETF0.59%491K$13.5M—September 24, 2026

Funds report holdings monthly or quarterly; dates differ by fund.

BBT insider transactions

latest 5
Beacon Financial Corporation insider transactions
DateNameTransactionPriceSharesValue
2026-02-26Michael W MccurdySell$31.0417,333$538,016
2025-11-04Thomas J HollisterBuy$24.664,200$103,572
2025-11-03William H Hughes IIIBuy$24.26635$15,405
2025-09-25Lisa C. McClainSell$26.13——
2025-09-12Willard I Hill JrSell$25.961,000$25,960

Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.

BBT shares outstanding

Shares outstanding

Year-end shares outstanding, adjusted for splits.

Who owns BBT

Institutional investors own 94.4% of Beacon Financial's shares and insiders 1.39%. The largest holder is BlackRock Inc with 14.75% of the shares (12.4M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 6 reduced their stake in the latest filings. Short interest is 5.95% of the float, or 4.31 days of average trading volume. The share count rose 235.5% since 2014.

Related: BBT analyst forecast, BBT key metrics, BBT dividend history. See the BBT stock overview for the latest quote and news.

BBT ownership FAQ

Who owns the most Beacon Financial stock?

The largest shareholders of Beacon Financial are BlackRock Inc (14.75%), Vanguard Portfolio Management, LLC (6.22%), Millennium Management LLC (6.16%), State Street Corp (6.12%), Dimensional Fund Advisors, Inc. (5.91%).

What percentage of Beacon Financial is owned by institutions?

Institutions hold 94.4% of Beacon Financial's shares outstanding; insiders hold 1.39%.

Which funds own Beacon Financial?

The largest fund holders of Beacon Financial are iShares Core S&P Small-Cap ETF (5.99%), Undiscovered Managers Behavioral Val L (3.68%), Vanguard MStar Total Stk Mkt Idx Invest (3.18%), iShares Russell 2000 ETF (2.54%), Vanguard Small Cap Index (2.30%).

What is Beacon Financial's short interest?

4.9M shares of Beacon Financial were sold short, 5.95% of the float; at the average daily volume it would take 4.31 days to cover.

Are insiders buying or selling Beacon Financial?

Of the latest 5 reported insider transactions in Beacon Financial (since September 12, 2025), 2 were purchases and 3 were sales.

How many shares of Beacon Financial are outstanding?

Beacon Financial has 83.8M shares outstanding, of which 77.4M are in the public float.

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