Skip to main content

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
Millennium Management LLC200,657$5.66M0.00%+200,657New
LMR Partners LLP200,968$5.67M0.05%+200,968New
Goldman Sachs Group Inc206,807$5.83M0.00%+206,807New
Verition Fund Management LLC219,360$6.19M0.03%+219,360New
Burkehill Global Management, LP225,000$6.35M0.42%+225,000New
Massachusetts Financial Services Co225,060$6.35M0.00%+225,060New
Jane Street Group, LLC227,840$6.43M0.01%+227,840New
Ghisallo Capital Management LLC250,000$7.05M0.31%+250,000New
Charles Schwab Investment Management Inc264,732$7.47M0.00%+264,732New
Soros Fund Management LLCSuperinvestorSoros Fund Management268,520$7.57M0.10%+268,520New
Balyasny Asset Management LLC287,241$8.10M0.02%+287,241New
Seven Grand Managers, LLC298,557$8.42M0.64%+298,557New
Geode Capital Management, LLC330,929$9.34M0.00%+330,929New
Longaeva Partners L.P.349,608$9.86M1.17%+349,608New
Marshall Wace, LLP377,771$10.7M0.01%+377,771New
Pictet Asset Management Holding SA386,243$10.9M0.01%+386,243New
Granahan Investment Management Inc438,351$12.4M0.53%+438,351New
FIL Ltd459,237$13.0M0.01%+459,237New
Healthcare of Ontario Pension Plan Trust Fund480,309$13.5M0.02%+480,309New
HITE Hedge Asset Management LLC612,868$17.3M1.10%+612,868New
Gilder Gagnon Howe & Co LLC617,864$17.4M0.18%+617,864New
Clearbridge Investments, LLC652,335$18.4M0.01%+652,335New
Adage Capital Partners GP, L.L.C.770,689$21.7M0.03%+770,689New
Ameriprise Financial Inc804,247$22.7M0.01%+804,247New
Liberty Street Advisors, Inc.999,202$28.2M47.15%+999,202New
Citadel Advisors LLC1,026,005$28.9M0.02%+1,026,005New
Federated Hermes, Inc.1,075,413$30.3M0.05%+1,075,413New
Price T Rowe Associates Inc1,116,995$31.5M0.00%+1,116,995New
T. Rowe Price Investment Management, Inc.1,252,987$35.3M0.02%+1,252,987New
Norges Bank1,470,589$41.5M0.00%+1,470,589New
Alliancebernstein L.P.2,143,851$60.5M0.02%+2,143,851New
BlackRock, Inc.2,613,771$73.7M0.00%+2,613,771New
Vanguard Group Inc2,732,701$77.1M0.00%+2,732,701New
Amazon.com, Inc.11,753,896$331.6M9.42%+11,753,896New
TPG GP A, LLC16,395,435$462.5M17.22%+16,395,435New
General Electric Co22,862,874$645.0M98.46%+22,862,874New
FMR LLC33,079,297$933.2M0.05%+33,079,297New