Who Owns BEACON FINANCIAL CORP. (BHLB)? -- Institutional Holders (2026-06-30)

84 institutions reported holding $116.3M of BEACON FINANCIAL CORP. (BHLB) in SEC 13F filings for 2026-06-30. Largest institutional holders: MASSACHUSETTS FINANCIAL SERVICES CO /MA/ ($38.5M), Walleye Capital LLC ($20.3M), PRINCIPAL FINANCIAL GROUP INC ($12.4M), GRACE & WHITE INC /NY ($5.7M), COMMONWEALTH EQUITY SERVICES, LLC ($4.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MASSACHUSETTS FINANCIAL SERVICES CO /MA/$38.5M1.3MAdded
2Walleye Capital LLC$20.3M665,525New
3PRINCIPAL FINANCIAL GROUP INC$12.4M406,066Trimmed
4GRACE & WHITE INC /NY$5.7M186,349Hold
5COMMONWEALTH EQUITY SERVICES, LLC$4.5M146,823Added
6CONGRESS ASSET MANAGEMENT CO$4.3M142,027Added
7HENNESSY ADVISORS INC$3.5M115,000Added
8CITIGROUP INC$3.1M102,843Added
9Brookstone Capital Management$3.0M100,119New
10NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.2M72,943Added
11Clarendon Private LLC$1.5M50,185Trimmed
12Private Advisor Group, LLC$1.1M36,814Added
13Louisiana State Employees Retirement System$1.1M36,700Trimmed
14NEW YORK STATE COMMON RETIREMENT FUND$913,13529,988Added
15PARSONS CAPITAL MANAGEMENT INC/RI$909,23729,860Hold
16State of Alaska, Department of Revenue$901,00029,623Trimmed
17Police & Firemen's Retirement System of New Jersey$765,42225,137Added
18AMALGAMATED BANK$687,00022,553Trimmed
19YOUSIF CAPITAL MANAGEMENT, LLC$680,58822,351Added
20Flywheel Private Wealth LLC$672,94522,100Hold
21COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$605,22419,876Trimmed
22OREGON PUBLIC EMPLOYEES RETIREMENT FUND$579,37219,027Trimmed
23Handelsbanken Fonder AB$554,00018,200New
24STRS OHIO$551,14518,100Added
25Campbell & CO Investment Adviser LLC$506,23116,625New

Source: SEC Form 13F filings · as of 2026-06-30