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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
Rialto Wealth Management, LLC600$16.9K0.00%+600New
Parkside Financial Bank & Trust500$14.1K0.00%+500New
TCTC Holdings, LLC400$11.3K0.00%+400New
Aster Capital Management (DIFC) Ltd363$10.2K0.00%+363New
SBI Securities Co., Ltd.350$9.87K0.00%+350New
Mascoma Wealth Management LLC340$9.59K0.00%+340New
Farther Finance Advisors, LLC315$8.89K0.00%+315New
Bogart Wealth, LLC300$8.46K0.00%+300New
CWM, LLC285$8.00K0.00%+285New
IFP Advisors, Inc275$7.76K0.00%+275New
CIBC Private Wealth Group, LLC270$7.62K0.00%+270New
The PNC Financial Services Group, Inc.265$7.47K0.00%+265New
National Bank of Canada250$7.05K0.00%+250New
Atlantic Union Bankshares Corp200$5.64K0.00%+200New
Rachor Investment Advisory Services, LLC178$5.02K0.00%+178New
Bell Investment Advisors, Inc175$4.94K0.00%+175New
Tower Research Capital LLC (TRC)148$4.17K0.00%+148New
Adirondack Trust Co141$3.98K0.00%+141New
North Star Investment Management Corp.137$3.87K0.00%+137New
Comerica Bank101$2.85K0.00%+101New
MCF Advisors LLC100$2.82K0.00%+100New
Larson Financial Group LLC100$2.82K0.00%+100New
ORG Partners LLC100$2.82K0.00%+100New
Avion Wealth82$2.00K0.00%+82New
Global Retirement Partners, LLC70$1.98K0.00%+70New
Flagship Harbor Advisors, LLC64$1.80K0.00%+64New
Steward Partners Investment Advisory, LLC56$1.58K0.00%+56New
UMA Financial Services, Inc.53$1.50K0.00%+53New
HM Payson & Co47$1.33K0.00%+47New
SJS Investment Consulting Inc.40$1.13K0.00%+40New
Horizon Financial Services, LLC33$9310.00%+33New
Bernard Wealth Management Corp.30$8470.00%+30New
SHP Wealth Management20$5640.00%+20New
Optima Capital LLC20$5640.00%+20New
Cornerstone Financial Management LLC16$4510.00%+16New
WPG Advisers, LLC15$4230.00%+15New
GAMMA Investing LLC8$2260.00%+8New