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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, Q4 2025

Institutional positions in BETA Technologies, Inc. as of Dec 31, 2025. 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
137
+137 vs. Q3 2025
Shares held
110.7M
+110.7M vs. Q3 2025
Total value
$3.12B
+$3.12B vs. Q3 2025
New holders
137
0 more added
Sold out
0
0 more reduced

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 137 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 137 institutionsQ1 2026: 145 institutionsQ2 2026: 189 institutions
Value heldQ4 2025: $3.12B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $3.12BQ1 2026: $1.59BQ2 2026: $1.92B
Institutions holding BETA and their total value by quarter
QuarterHoldersValue
Q2 2026189$1.92B
Q1 2026145$1.59B
Q4 2025137$3.12B
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding BETA Technologies, Inc.; share changes are against Q3 2025.

Institutions holding BETA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC33,079,297$933.2M0.05%+33,079,297New
General Electric Co22,862,874$645.0M98.46%+22,862,874New
TPG GP A, LLC16,395,435$462.5M17.22%+16,395,435New
Amazon.com, Inc.11,753,896$331.6M9.42%+11,753,896New
Vanguard Group Inc2,732,701$77.1M0.00%+2,732,701New
BlackRock, Inc.2,613,771$73.7M0.00%+2,613,771New
Alliancebernstein L.P.2,143,851$60.5M0.02%+2,143,851New
Norges Bank1,470,589$41.5M0.00%+1,470,589New
T. Rowe Price Investment Management, Inc.1,252,987$35.3M0.02%+1,252,987New
Price T Rowe Associates Inc1,116,995$31.5M0.00%+1,116,995New
Federated Hermes, Inc.1,075,413$30.3M0.05%+1,075,413New
Citadel Advisors LLC1,026,005$28.9M0.02%+1,026,005New
Liberty Street Advisors, Inc.999,202$28.2M47.15%+999,202New
Ameriprise Financial Inc804,247$22.7M0.01%+804,247New
Adage Capital Partners GP, L.L.C.770,689$21.7M0.03%+770,689New
Clearbridge Investments, LLC652,335$18.4M0.01%+652,335New
Gilder Gagnon Howe & Co LLC617,864$17.4M0.18%+617,864New
HITE Hedge Asset Management LLC612,868$17.3M1.10%+612,868New
Healthcare of Ontario Pension Plan Trust Fund480,309$13.5M0.02%+480,309New
FIL Ltd459,237$13.0M0.01%+459,237New
Granahan Investment Management Inc438,351$12.4M0.53%+438,351New
Pictet Asset Management Holding SA386,243$10.9M0.01%+386,243New
Marshall Wace, LLP377,771$10.7M0.01%+377,771New
Longaeva Partners L.P.349,608$9.86M1.17%+349,608New
Geode Capital Management, LLC330,929$9.34M0.00%+330,929New
Seven Grand Managers, LLC298,557$8.42M0.64%+298,557New
Balyasny Asset Management LLC287,241$8.10M0.02%+287,241New
Soros Fund Management LLCSuperinvestorSoros Fund Management268,520$7.57M0.10%+268,520New
Charles Schwab Investment Management Inc264,732$7.47M0.00%+264,732New
Ghisallo Capital Management LLC250,000$7.05M0.31%+250,000New
Jane Street Group, LLC227,840$6.43M0.01%+227,840New
Massachusetts Financial Services Co225,060$6.35M0.00%+225,060New
Burkehill Global Management, LP225,000$6.35M0.42%+225,000New
Verition Fund Management LLC219,360$6.19M0.03%+219,360New
Goldman Sachs Group Inc206,807$5.83M0.00%+206,807New
LMR Partners LLP200,968$5.67M0.05%+200,968New
Millennium Management LLC200,657$5.66M0.00%+200,657New
Telemark Asset Management, LLC200,000$5.64M0.56%+200,000New
UBS Group AG189,908$5.36M0.00%+189,908New
Davidson Kempner Capital Management LP189,476$5.35M0.08%+189,476New
Susquehanna International Group, LLP188,061$5.31M0.01%+188,061New
Alyeska Investment Group, L.P.177,867$5.02M0.01%+177,867New
Bank of America Corp160,290$4.52M0.00%+160,290New
Morgan Stanley157,441$4.44M0.00%+157,441New
Schonfeld Strategic Advisors LLC134,349$3.79M0.02%+134,349New
State Street Corp133,900$3.78M0.00%+133,900New
JPMorgan Chase & Co115,320$3.25M0.00%+115,320New
D. E. Shaw & Co., Inc.115,028$3.24M0.00%+115,028New
Axiom Investors LLC104,400$2.95M0.03%+104,400New
HBK Investments L P100,000$2.82M0.03%+100,000New
Next Century Growth Investors LLC94,526$2.67M0.19%+94,526New
TD Asset Management Inc88,261$2.49M0.00%+88,261New
Walleye Capital LLC79,608$2.25M0.01%+79,608New
Zimmer Partners, LP75,000$2.12M0.06%+75,000New
Two Sigma Investments, LP63,410$1.79M0.00%+63,410New
Weiss Asset Management LP50,000$1.41M0.02%+50,000New
BlueCrest Capital Management Ltd50,000$1.41M0.05%+50,000New
Woodline Partners LP50,000$1.41M0.01%+50,000New
SG Americas Securities, LLC49,144$1.39M0.00%+49,144New
Symmetry Investments LP45,000$1.27M0.24%+45,000New
Lykos Global Management, LP30,000$846.3K0.60%+30,000New
Hudson Bay Capital Management LP22,220$626.8K0.00%+22,220New
Green Alpha Advisors, LLC21,373$602.9K0.55%+21,373New
Readystate Asset Management LP21,000$592.4K0.03%+21,000New
Capricorn Fund Managers Ltd20,000$564.2K0.14%+20,000New
Pathstone Holdings, LLC17,023$480.2K0.00%+17,023New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.17,500$478.3K0.00%+17,500New
Raymond James Financial Inc16,355$461.4K0.00%+16,355New
Renaissance Capital LLC15,949$449.9K0.32%+15,949New
Polar Asset Management Partners Inc.15,000$423.1K0.01%+15,000New
Royal Bank of Canada13,702$387.0K0.00%+13,702New
Holocene Advisors, LP13,321$375.8K0.00%+13,321New
LPL Financial LLC13,190$372.1K0.00%+13,190New
New York State Common Retirement Fund13,184$371.9K0.00%+13,184New
Stratos Wealth Partners, LTD.12,760$360.0K0.00%+12,760New
Kingdom Financial Group LLC.10,518$296.7K0.09%+10,518New
Boothbay Fund Management, LLC10,500$296.2K0.01%+10,500New
JustInvest LLC10,293$290.4K0.00%+10,293New
Cohen & Steers, Inc.10,000$282.0K0.00%+10,000New
SEI Investments Co9,912$279.5K0.00%+9,912New
Manufacturers Life Insurance Company, The9,874$277.4K0.00%+9,874New
Corps Capital Advisors, LLC8,800$248.2K0.26%+8,800New
Quadrature Capital Ltd8,726$246.2K0.00%+8,726New
Clean Yield Group8,324$234.8K0.07%+8,324New
Legal & General Group Plc7,821$221.0K0.00%+7,821New
Wells Fargo & Company7,575$213.7K0.00%+7,575New
State of Wisconsin Investment Board7,425$209.5K0.00%+7,425New
Advisor Group Holdings, Inc.3,580$101.0K0.00%+3,580New
Parallel Advisors, LLC2,638$74.4K0.00%+2,638New
Kestra Advisory Services, LLC2,493$70.3K0.00%+2,493New
US Bancorp1,971$55.6K0.00%+1,971New
Centerpoint Advisors, LLC1,600$45.0K0.01%+1,600New
Wolff Wiese Magana LLC1,493$42.1K0.02%+1,493New
Manchester Capital Management LLC1,340$37.8K0.01%+1,340New
Rockefeller Capital Management L.P.1,225$34.6K0.00%+1,225New
Simplex Trading, LLC1,211$34.2K0.00%+1,211New
RiverPark Advisors, LLC1,194$33.7K0.01%+1,194New
Sandia Investment Management LP905$25.5K0.06%+905New
Addison Advisors LLC769$21.7K0.00%+769New
Group One Trading, L.P.700$19.7K0.00%+700New