322 institutions reported holding $2.33B of BEACON FINANCIAL CORP. (BHLB) in SEC 13F filings for 2026-03-31. Largest institutional holders: BlackRock, Inc. ($365.5M), VANGUARD PORTFOLIO MANAGEMENT LLC ($154.0M), MILLENNIUM MANAGEMENT LLC ($153.4M), DIMENSIONAL FUND ADVISORS LP ($144.6M), FULLER & THALER ASSET MANAGEMENT, INC. ($143.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $365.5M | 12.2M | Trimmed |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $154.0M | 5.1M | New |
| 3 | MILLENNIUM MANAGEMENT LLC | $153.4M | 5.1M | Added |
| 4 | DIMENSIONAL FUND ADVISORS LP | $144.6M | 4.8M | Trimmed |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | $143.1M | 4.8M | Trimmed |
| 6 | STATE STREET CORP | $142.6M | 4.8M | Trimmed |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $113.0M | 3.8M | New |
| 8 | Azora Capital LP | $94.1M | 3.1M | Added |
| 9 | HoldCo Asset Management, LP | $61.8M | 2.1M | Hold |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $61.3M | 2.0M | Added |
| 11 | Verition Fund Management LLC | $60.5M | 2.0M | Trimmed |
| 12 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $54.8M | 1.8M | Trimmed |
| 13 | GOLDMAN SACHS GROUP INC | $42.7M | 1.4M | Added |
| 14 | MORGAN STANLEY | $40.1M | 1.3M | Trimmed |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $36.1M | 1.2M | Trimmed |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $33.8M | 1.1M | Trimmed |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.7M | 1.1M | Trimmed |
| 18 | Nuveen, LLC | $25.8M | 861,383 | Added |
| 19 | NORTHERN TRUST CORP | $24.8M | 826,479 | Added |
| 20 | AMERICAN CENTURY COMPANIES INC | $24.0M | 800,820 | Trimmed |
| 21 | TWO SIGMA INVESTMENTS, LP | $18.9M | 628,705 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $18.8M | 626,104 | Added |
| 23 | STRATEGIC VALUE BANK PARTNERS LLC | $18.7M | 623,747 | Hold |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $17.1M | 570,440 | Trimmed |
| 25 | VANGUARD FIDUCIARY TRUST CO | $16.2M | 541,250 | New |
Source: SEC Form 13F filings · as of 2026-03-31