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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 9 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
GAMMA Investing LLC8$2260.00%+8New
WPG Advisers, LLC15$4230.00%+15New
Cornerstone Financial Management LLC16$4510.00%+16New
SHP Wealth Management20$5640.00%+20New
Optima Capital LLC20$5640.00%+20New
Bernard Wealth Management Corp.30$8470.00%+30New
Horizon Financial Services, LLC33$9310.00%+33New
SJS Investment Consulting Inc.40$1.13K0.00%+40New
HM Payson & Co47$1.33K0.00%+47New
UMA Financial Services, Inc.53$1.50K0.00%+53New
Steward Partners Investment Advisory, LLC56$1.58K0.00%+56New
Flagship Harbor Advisors, LLC64$1.80K0.00%+64New
Global Retirement Partners, LLC70$1.98K0.00%+70New
Avion Wealth82$2.00K0.00%+82New
MCF Advisors LLC100$2.82K0.00%+100New
Larson Financial Group LLC100$2.82K0.00%+100New
ORG Partners LLC100$2.82K0.00%+100New
Comerica Bank101$2.85K0.00%+101New
North Star Investment Management Corp.137$3.87K0.00%+137New
Adirondack Trust Co141$3.98K0.00%+141New
Tower Research Capital LLC (TRC)148$4.17K0.00%+148New
Bell Investment Advisors, Inc175$4.94K0.00%+175New
Rachor Investment Advisory Services, LLC178$5.02K0.00%+178New
Atlantic Union Bankshares Corp200$5.64K0.00%+200New
National Bank of Canada250$7.05K0.00%+250New
The PNC Financial Services Group, Inc.265$7.47K0.00%+265New
CIBC Private Wealth Group, LLC270$7.62K0.00%+270New
IFP Advisors, Inc275$7.76K0.00%+275New
CWM, LLC285$8.00K0.00%+285New
Bogart Wealth, LLC300$8.46K0.00%+300New
Farther Finance Advisors, LLC315$8.89K0.00%+315New
Mascoma Wealth Management LLC340$9.59K0.00%+340New
SBI Securities Co., Ltd.350$9.87K0.00%+350New
Aster Capital Management (DIFC) Ltd363$10.2K0.00%+363New
TCTC Holdings, LLC400$11.3K0.00%+400New
Parkside Financial Bank & Trust500$14.1K0.00%+500New
Rialto Wealth Management, LLC600$16.9K0.00%+600New
Group One Trading, L.P.700$19.7K0.00%+700New
Addison Advisors LLC769$21.7K0.00%+769New
Sandia Investment Management LP905$25.5K0.06%+905New
RiverPark Advisors, LLC1,194$33.7K0.01%+1,194New
Simplex Trading, LLC1,211$34.2K0.00%+1,211New
Rockefeller Capital Management L.P.1,225$34.6K0.00%+1,225New
Manchester Capital Management LLC1,340$37.8K0.01%+1,340New
Wolff Wiese Magana LLC1,493$42.1K0.02%+1,493New
Centerpoint Advisors, LLC1,600$45.0K0.01%+1,600New
US Bancorp1,971$55.6K0.00%+1,971New
Kestra Advisory Services, LLC2,493$70.3K0.00%+2,493New
Parallel Advisors, LLC2,638$74.4K0.00%+2,638New
Advisor Group Holdings, Inc.3,580$101.0K0.00%+3,580New
State of Wisconsin Investment Board7,425$209.5K0.00%+7,425New
Wells Fargo & Company7,575$213.7K0.00%+7,575New
Legal & General Group Plc7,821$221.0K0.00%+7,821New
Clean Yield Group8,324$234.8K0.07%+8,324New
Quadrature Capital Ltd8,726$246.2K0.00%+8,726New
Corps Capital Advisors, LLC8,800$248.2K0.26%+8,800New
Manufacturers Life Insurance Company, The9,874$277.4K0.00%+9,874New
SEI Investments Co9,912$279.5K0.00%+9,912New
Cohen & Steers, Inc.10,000$282.0K0.00%+10,000New
JustInvest LLC10,293$290.4K0.00%+10,293New
Boothbay Fund Management, LLC10,500$296.2K0.01%+10,500New
Kingdom Financial Group LLC.10,518$296.7K0.09%+10,518New
Stratos Wealth Partners, LTD.12,760$360.0K0.00%+12,760New
New York State Common Retirement Fund13,184$371.9K0.00%+13,184New
LPL Financial LLC13,190$372.1K0.00%+13,190New
Holocene Advisors, LP13,321$375.8K0.00%+13,321New
Royal Bank of Canada13,702$387.0K0.00%+13,702New
Polar Asset Management Partners Inc.15,000$423.1K0.01%+15,000New
Renaissance Capital LLC15,949$449.9K0.32%+15,949New
Raymond James Financial Inc16,355$461.4K0.00%+16,355New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.17,500$478.3K0.00%+17,500New
Pathstone Holdings, LLC17,023$480.2K0.00%+17,023New
Capricorn Fund Managers Ltd20,000$564.2K0.14%+20,000New
Readystate Asset Management LP21,000$592.4K0.03%+21,000New
Green Alpha Advisors, LLC21,373$602.9K0.55%+21,373New
Hudson Bay Capital Management LP22,220$626.8K0.00%+22,220New
Lykos Global Management, LP30,000$846.3K0.60%+30,000New
Symmetry Investments LP45,000$1.27M0.24%+45,000New
SG Americas Securities, LLC49,144$1.39M0.00%+49,144New
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
Two Sigma Investments, LP63,410$1.79M0.00%+63,410New
Zimmer Partners, LP75,000$2.12M0.06%+75,000New
Walleye Capital LLC79,608$2.25M0.01%+79,608New
TD Asset Management Inc88,261$2.49M0.00%+88,261New
Next Century Growth Investors LLC94,526$2.67M0.19%+94,526New
HBK Investments L P100,000$2.82M0.03%+100,000New
Axiom Investors LLC104,400$2.95M0.03%+104,400New
D. E. Shaw & Co., Inc.115,028$3.24M0.00%+115,028New
JPMorgan Chase & Co115,320$3.25M0.00%+115,320New
State Street Corp133,900$3.78M0.00%+133,900New
Schonfeld Strategic Advisors LLC134,349$3.79M0.02%+134,349New
Morgan Stanley157,441$4.44M0.00%+157,441New
Bank of America Corp160,290$4.52M0.00%+160,290New
Alyeska Investment Group, L.P.177,867$5.02M0.01%+177,867New
Susquehanna International Group, LLP188,061$5.31M0.01%+188,061New
Davidson Kempner Capital Management LP189,476$5.35M0.08%+189,476New
UBS Group AG189,908$5.36M0.00%+189,908New
Telemark Asset Management, LLC200,000$5.64M0.56%+200,000New