BETA Technologies, Inc.
BETA- Exchange
- NYSE
- Industry
- Aircraft
- SEC CIK
- 0001784570
In the last 90 days, BETA Technologies, Inc. insiders filed 1 open-market purchase and 8 sales; 189 institutions reported holding it in 13F filings for Q2 2026, worth $1.92B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in BETA Technologies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 189
- +45 vs. Q1 2026
- Shares held
- 114.5M
- +6.58M (+6.1%) vs. Q1 2026
- Total value
- $1.92B
- +$331.2M (+20.9%) vs. Q1 2026
- New holders
- 71
- 67 more added
- Sold out
- 26
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BETA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 189 | $1.92B |
| Q1 2026 | 145 | $1.59B |
| Q4 2025 | 137 | $3.12B |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BETA Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 33,338,140 | $558.4M | 0.02% | +150,750+0.5% | Added |
| General Electric Co | 20,310,407 | $340.2M | 92.23% | 00.0% | Unchanged |
| TPG GP A, LLC | 16,395,435 | $274.6M | 5.49% | 00.0% | Unchanged |
| Amazon.com, Inc. | 11,753,896 | $196.9M | 4.45% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,930,242 | $49.1M | 0.00% | +153,441+5.5% | Added |
| State Street Corp | 2,576,444 | $43.2M | 0.00% | +475,440+22.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,272,421 | $38.1M | 0.02% | +100,566+4.6% | Added |
| Vanguard Portfolio Management LLC | 1,895,677 | $31.8M | 0.00% | +547,581+40.6% | Added |
| HITE Hedge Asset Management LLC | 1,892,275 | $31.7M | 1.74% | −6,284−0.3% | Reduced |
| Vanguard Capital Management LLC | 1,820,798 | $30.5M | 0.00% | +422,739+30.2% | Added |
| Empire Life Investments Inc. | 1,337,839 | $22.4M | 1.25% | +1,337,839 | New |
| Norges Bank | 1,249,598 | $20.9M | 0.00% | +1,249,598 | New |
| Masters Capital Management LLC | 1,028,200 | $17.2M | 2.42% | +328,200+46.9% | Added |
| Liberty Street Advisors, Inc. | 999,202 | $16.7M | 3.30% | 00.0% | Unchanged |
| Millennium Management LLC | 971,297 | $16.3M | 0.01% | +918,993+1,757.0% | Added |
| Clearbridge Investments, LLC | 890,249 | $14.9M | 0.01% | +165,376+22.8% | Added |
| Citadel Advisors LLC | 872,324 | $14.6M | 0.01% | +38,397+4.6% | Added |
| Geode Capital Management, LLC | 795,558 | $13.3M | 0.00% | +50,368+6.8% | Added |
| Adage Capital Partners GP, L.L.C. | 672,505 | $11.3M | 0.02% | −911,089−57.5% | Reduced |
| Morgan Stanley | 562,634 | $9.42M | 0.00% | +160,582+39.9% | Added |
| Invesco Ltd. | 478,671 | $8.02M | 0.00% | +37,514+8.5% | Added |
| Bank of America Corp | 440,151 | $7.37M | 0.00% | +92,054+26.4% | Added |
| UBS Group AG | 428,900 | $7.18M | 0.00% | +158,217+58.5% | Added |
| Granahan Investment Management Inc | 422,493 | $7.08M | 0.25% | −9,465−2.2% | Reduced |
| AQR Capital Management LLC | 416,227 | $6.97M | 0.00% | +416,227 | New |
| Pictet Asset Management Holding SA | 397,816 | $6.66M | 0.01% | +28,946+7.8% | Added |
| Segall Bryant & Hamill, LLC | 360,845 | $6.04M | 0.07% | +360,845 | New |
| Charles Schwab Investment Management Inc | 329,320 | $5.52M | 0.00% | −10,866−3.2% | Reduced |
| Marino Management, LLC | 313,992 | $5.26M | 1.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 306,997 | $5.05M | 0.00% | +78,462+34.3% | Added |
| Seven Grand Managers, LLC | 300,000 | $5.03M | 0.20% | +1,443+0.5% | Added |
| Gilder Gagnon Howe & Co LLC | 263,765 | $4.42M | 0.05% | −119,489−31.2% | Reduced |
| Goldman Sachs Group Inc | 258,109 | $4.32M | 0.00% | +73,016+39.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 225,000 | $3.77M | 0.01% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 225,000 | $3.77M | 0.14% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 220,726 | $3.70M | 0.00% | +12,120+5.8% | Added |
| Alyeska Investment Group, L.P. | 177,867 | $2.98M | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 171,772 | $2.88M | 0.00% | +92,740+117.3% | Added |
| Quantinno Capital Management LP | 166,153 | $2.78M | 0.00% | +90,313+119.1% | Added |
| Nuveen, LLC | 164,883 | $2.76M | 0.00% | +124,669+310.0% | Added |
| Marshall Wace, LLP | 161,119 | $2.70M | 0.00% | +141,075+703.8% | Added |
| CI Private Wealth, LLC | 151,118 | $2.53M | 0.00% | +81,150+116.0% | Added |
| Susquehanna International Group, LLP | 135,874 | $2.28M | 0.00% | −64,013−32.0% | Reduced |
| Aureus Asset Management, LLC | 131,594 | $2.20M | 0.13% | +131,594 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124,800 | $2.09M | 0.00% | +52,600+72.9% | Added |
| Squarepoint Ops LLC | 122,080 | $2.04M | 0.00% | +122,080 | New |
| Weiss Asset Management LP | 118,364 | $1.98M | 0.02% | +118,364 | New |
| Holocene Advisors, LP | 118,148 | $1.98M | 0.00% | +118,148 | New |
| Trexquant Investment LP | 116,150 | $1.95M | 0.01% | +116,150 | New |
| Swiss National Bank | 108,800 | $1.82M | 0.00% | +108,800 | New |
| Corps Capital Advisors, LLC | 101,752 | $1.70M | 1.37% | +87,912+635.2% | Added |
| Ghisallo Capital Management LLC | 100,000 | $1.68M | 0.03% | −150,000−60.0% | Reduced |
| SCS Capital Management LLC | 98,240 | $1.65M | 0.02% | +98,240 | New |
| Sora Investors LLC | 86,000 | $1.44M | 0.11% | +86,000 | New |
| Wealthspire Advisors, LLC | 80,131 | $1.34M | 0.01% | +80,131 | New |
| Capricorn Fund Managers Ltd | 77,550 | $1.30M | 0.10% | −6,146−7.3% | Reduced |
| TD Asset Management Inc | 76,300 | $1.28M | 0.00% | +3,382+4.6% | Added |
| California State Teachers Retirement System | 62,015 | $1.04M | 0.00% | +60,199+3,314.9% | Added |
| Renaissance Technologies LLC | 59,700 | $1.00M | 0.00% | +59,700 | New |
| Ameriprise Financial Inc | 57,952 | $970.7K | 0.00% | +57,952 | New |
| Citigroup Inc | 54,926 | $920.0K | 0.00% | +33,225+153.1% | Added |
| Wells Fargo & Company | 48,692 | $815.6K | 0.00% | +24,287+99.5% | Added |
| Price T Rowe Associates Inc | 48,585 | $814.0K | 0.00% | +9,369+23.9% | Added |
| Ieq Capital, LLC | 47,129 | $789.4K | 0.00% | +47,129 | New |
| UBS Asset Management Americas Inc | 44,597 | $747.0K | 0.00% | +44,597 | New |
| Manufacturers Life Insurance Company, The | 44,549 | $746.2K | 0.00% | +10,363+30.3% | Added |
| Rhumbline Advisers | 43,749 | $732.8K | 0.00% | +13,516+44.7% | Added |
| SG Americas Securities, LLC | 43,099 | $722.0K | 0.00% | +43,099 | New |
| Alliancebernstein L.P. | 48,690 | $715.7K | 0.00% | +30,910+173.8% | Added |
| BNP Paribas Arbitrage, SA | 42,634 | $714.1K | 0.00% | +14,734+52.8% | Added |
| Vanguard Asset Management, Ltd | 38,585 | $646.3K | 0.00% | +38,585 | New |
| Mariner, LLC | 38,063 | $637.5K | 0.00% | +38,063 | New |
| Pathstone Holdings, LLC | 37,788 | $634.1K | 0.00% | +21,138+127.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,680 | $631.1K | 0.01% | +37,680 | New |
| Raymond James Financial Inc | 36,464 | $610.8K | 0.00% | +7,273+24.9% | Added |
| First Foundation Advisors | 35,650 | $597.1K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 34,486 | $577.6K | 0.00% | +10,122+41.5% | Added |
| Jump Financial, LLC | 34,323 | $574.9K | 0.01% | −90,577−72.5% | Reduced |
| Advisory Services Network, LLC | 33,345 | $558.5K | 0.01% | +33,345 | New |
| Miracle Mile Advisors, LLC | 32,474 | $543.9K | 0.01% | +32,474 | New |
| Legal & General Group Plc | 32,291 | $540.9K | 0.00% | +29,379+1,008.9% | Added |
| IMC-Chicago, LLC | 32,184 | $539.1K | 0.00% | +32,184 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,364 | $525.3K | 0.00% | +31,364 | New |
| Federated Hermes, Inc. | 29,841 | $499.8K | 0.00% | −813,872−96.5% | Reduced |
| Moody National Bank Trust Division | 26,587 | $445.3K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 26,533 | $444.4K | 0.02% | +26,533 | New |
| Simplex Trading, LLC | 26,132 | $437.7K | 0.01% | +20,872+396.8% | Added |
| Vident Advisory, LLC | 25,683 | $430.2K | 0.00% | +25,683 | New |
| Woodline Partners LP | 25,000 | $418.8K | 0.00% | −25,000−50.0% | Reduced |
| Mercer Global Advisors Inc | 24,808 | $415.5K | 0.00% | +24,808 | New |
| LPL Financial LLC | 24,679 | $413.4K | 0.00% | +4,317+21.2% | Added |
| Jupiter Topco LLC | 23,300 | $389.9K | 0.00% | +23,300 | New |
| Sowell Financial Services LLC | 21,827 | $365.6K | 0.01% | +10,605+94.5% | Added |
| State of Wisconsin Investment Board | 21,426 | $358.9K | 0.00% | +5,775+36.9% | Added |
| Green Alpha Advisors, LLC | 21,346 | $357.5K | 0.24% | +274+1.3% | Added |
| MetLife Investment Management | 18,643 | $312.3K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 18,362 | $307.6K | 0.01% | +18,362 | New |
| Wealthfront Advisers LLC | 17,958 | $300.8K | 0.00% | +500+2.9% | Added |
| Kingsview Wealth Management, LLC | 17,170 | $287.6K | 0.00% | +17,170 | New |
| Renaissance Capital LLC | 16,871 | $282.6K | 0.16% | +1,176+7.5% | Added |