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, Q1 2026
Institutional positions in BETA Technologies, Inc. as of Mar 31, 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
- 145
- +15 vs. Q4 2025
- Shares held
- 107.9M
- +1.40M (+1.3%) vs. Q4 2025
- Total value
- $1.59B
- −$1.42B (−47.2%) vs. Q4 2025
- New holders
- 49
- 46 more added
- Sold out
- 34
- 28 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding BETA Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 33,187,390 | $487.9M | 0.03% | +108,093+0.3% | Added |
| General Electric Co | 20,310,407 | $298.6M | 96.86% | −2,552,467−11.2% | Reduced |
| TPG GP A, LLC | 16,395,435 | $241.0M | 6.55% | 00.0% | Unchanged |
| Amazon.com, Inc. | 11,753,896 | $172.8M | 6.57% | 00.0% | Unchanged |
| BlackRock, Inc. | 2,776,801 | $40.8M | 0.00% | +163,030+6.2% | Added |
| T. Rowe Price Investment Management, Inc. | 2,171,855 | $31.9M | 0.02% | +918,868+73.3% | Added |
| State Street Corp | 2,101,004 | $30.9M | 0.00% | +1,967,104+1,469.1% | Added |
| HITE Hedge Asset Management LLC | 1,898,559 | $27.9M | 1.58% | +1,285,691+209.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,583,594 | $23.3M | 0.04% | +812,905+105.5% | Added |
| Vanguard Capital Management LLC | 1,398,059 | $20.6M | 0.00% | +1,398,059 | New |
| Vanguard Portfolio Management LLC | 1,348,096 | $19.8M | 0.00% | +1,348,096 | New |
| Liberty Street Advisors, Inc. | 999,202 | $14.7M | 35.45% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 843,713 | $12.4M | 0.02% | −231,700−21.5% | Reduced |
| Citadel Advisors LLC | 833,927 | $12.3M | 0.01% | −192,078−18.7% | Reduced |
| Geode Capital Management, LLC | 745,190 | $11.0M | 0.00% | +414,261+125.2% | Added |
| Clearbridge Investments, LLC | 724,873 | $10.7M | 0.01% | +72,538+11.1% | Added |
| Masters Capital Management LLC | 700,000 | $10.3M | 1.52% | +700,000 | New |
| Invesco Ltd. | 441,157 | $6.49M | 0.00% | +441,157 | New |
| Granahan Investment Management Inc | 431,958 | $6.35M | 0.31% | −6,393−1.5% | Reduced |
| Morgan Stanley | 402,052 | $5.91M | 0.00% | +244,611+155.4% | Added |
| Gilder Gagnon Howe & Co LLC | 383,254 | $5.63M | 0.07% | −234,610−38.0% | Reduced |
| Pictet Asset Management Holding SA | 368,870 | $5.42M | 0.01% | −17,373−4.5% | Reduced |
| Bank of America Corp | 348,097 | $5.12M | 0.00% | +187,807+117.2% | Added |
| Charles Schwab Investment Management Inc | 340,186 | $5.00M | 0.00% | +75,454+28.5% | Added |
| Marino Management, LLC | 313,992 | $4.62M | 0.84% | +313,992 | New |
| Seven Grand Managers, LLC | 298,557 | $4.39M | 0.29% | 00.0% | Unchanged |
| UBS Group AG | 270,683 | $3.98M | 0.00% | +80,775+42.5% | Added |
| Ghisallo Capital Management LLC | 250,000 | $3.67M | 0.10% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 225,076 | $3.31M | 0.00% | +160.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 225,000 | $3.31M | 0.01% | −255,309−53.2% | Reduced |
| Burkehill Global Management, LP | 225,000 | $3.31M | 0.16% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 228,535 | $3.11M | 0.00% | +113,215+98.2% | Added |
| Two Sigma Investments, LP | 210,987 | $3.10M | 0.00% | +147,577+232.7% | Added |
| Vanguard Fiduciary Trust Co | 208,606 | $3.07M | 0.00% | +208,606 | New |
| LMR Partners LLP | 200,968 | $2.95M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 199,887 | $2.94M | 0.00% | +11,826+6.3% | Added |
| Goldman Sachs Group Inc | 185,093 | $2.72M | 0.00% | −21,714−10.5% | Reduced |
| Alyeska Investment Group, L.P. | 177,867 | $2.61M | 0.01% | 00.0% | Unchanged |
| Axiom Investors LLC | 131,445 | $1.93M | 0.02% | +27,045+25.9% | Added |
| Jump Financial, LLC | 124,900 | $1.84M | 0.03% | +124,900 | New |
| Cinctive Capital Management LP | 122,878 | $1.81M | 0.12% | +122,878 | New |
| HBK Investments L P | 100,000 | $1.47M | 0.02% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 95,925 | $1.41M | 0.07% | −253,683−72.6% | Reduced |
| Capricorn Fund Managers Ltd | 83,696 | $1.23M | 0.19% | +63,696+318.5% | Added |
| Walleye Capital LLC | 82,441 | $1.21M | 0.01% | +2,833+3.6% | Added |
| Bank of New York Mellon Corp | 79,032 | $1.16M | 0.00% | +79,032 | New |
| Quantinno Capital Management LP | 75,840 | $1.11M | 0.00% | +75,840 | New |
| TD Asset Management Inc | 72,918 | $1.07M | 0.00% | −15,343−17.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,200 | $1.06M | 0.00% | +54,700+312.6% | Added |
| CI Private Wealth, LLC | 69,968 | $1.03M | 0.00% | +69,968 | New |
| Barclays PLC | 61,300 | $901.1K | 0.00% | +61,300 | New |
| XTX Topco Ltd | 60,068 | $883.0K | 0.02% | +60,068 | New |
| Millennium Management LLC | 52,304 | $768.9K | 0.00% | −148,353−73.9% | Reduced |
| Woodline Partners LP | 50,000 | $735.0K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 40,214 | $591.1K | 0.00% | +40,214 | New |
| Schonfeld Strategic Advisors LLC | 39,720 | $583.9K | 0.00% | −94,629−70.4% | Reduced |
| Price T Rowe Associates Inc | 39,216 | $577.0K | 0.00% | −1,077,779−96.5% | Reduced |
| Axq Capital, LP | 38,471 | $565.5K | 0.07% | +38,471 | New |
| First Foundation Advisors | 35,650 | $524.1K | 0.02% | +35,650 | New |
| Manufacturers Life Insurance Company, The | 34,186 | $502.5K | 0.00% | +24,312+246.2% | Added |
| Alliancebernstein L.P. | 17,780 | $501.6K | 0.00% | −2,126,071−99.2% | Reduced |
| Rhumbline Advisers | 30,233 | $444.4K | 0.00% | +30,233 | New |
| Raymond James Financial Inc | 29,191 | $429.1K | 0.00% | +12,836+78.5% | Added |
| BNP Paribas Arbitrage, SA | 27,900 | $410.1K | 0.00% | +27,900 | New |
| Moody National Bank Trust Division | 26,587 | $390.8K | 0.04% | +26,587 | New |
| Readystate Asset Management LP | 25,000 | $367.5K | 0.02% | +4,000+19.0% | Added |
| Wells Fargo & Company | 24,405 | $358.8K | 0.00% | +16,830+222.2% | Added |
| Deutsche Bank AG | 24,364 | $358.2K | 0.00% | +24,364 | New |
| Citigroup Inc | 21,701 | $319.0K | 0.00% | +21,701 | New |
| Green Alpha Advisors, LLC | 21,072 | $309.8K | 0.31% | −301−1.4% | Reduced |
| Quantbot Technologies LP | 20,583 | $302.6K | 0.01% | +20,583 | New |
| LPL Financial LLC | 20,362 | $299.3K | 0.00% | +7,172+54.4% | Added |
| Marshall Wace, LLP | 20,044 | $294.6K | 0.00% | −357,727−94.7% | Reduced |
| MetLife Investment Management | 18,643 | $274.1K | 0.00% | +18,643 | New |
| Wealthfront Advisers LLC | 17,458 | $256.6K | 0.00% | +17,458 | New |
| Centiva Capital, LP | 17,145 | $252.0K | 0.01% | +17,145 | New |
| Renaissance Capital LLC | 15,695 | $250.0K | 0.18% | −254−1.6% | Reduced |
| Pathstone Holdings, LLC | 16,650 | $244.8K | 0.00% | −373−2.2% | Reduced |
| Man Group plc | 15,723 | $231.1K | 0.00% | +15,723 | New |
| State of Wisconsin Investment Board | 15,651 | $230.1K | 0.00% | +8,226+110.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,601 | $229.3K | 0.00% | +15,601 | New |
| Boothbay Fund Management, LLC | 14,696 | $216.0K | 0.01% | +4,196+40.0% | Added |
| Corps Capital Advisors, LLC | 13,840 | $203.4K | 0.18% | +5,040+57.3% | Added |
| SEI Investments Co | 13,198 | $194.3K | 0.00% | +3,286+33.2% | Added |
| IPG Investment Advisors LLC | 13,050 | $191.8K | 0.03% | +13,050 | New |
| Vanguard Global Advisers, LLC | 12,099 | $177.9K | 0.00% | +12,099 | New |
| Sowell Financial Services LLC | 11,222 | $165.0K | 0.01% | +11,222 | New |
| New York State Common Retirement Fund | 10,400 | $152.9K | 0.00% | −2,784−21.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,258 | $136.1K | 0.00% | +9,258 | New |
| Clean Yield Group | 8,324 | $122.4K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,298 | $108.0K | 0.00% | −6,404−46.7% | Reduced |
| STRS Ohio | 5,800 | $85.3K | 0.00% | +5,800 | New |
| Simplex Trading, LLC | 5,260 | $77.3K | 0.00% | +4,049+334.4% | Added |
| Caitong International Asset Management Co., Ltd | 4,849 | $71.3K | 0.01% | +4,849 | New |
| Advisor Group Holdings, Inc. | 3,962 | $58.2K | 0.00% | +382+10.7% | Added |
| Parallel Advisors, LLC | 3,323 | $48.9K | 0.00% | +685+26.0% | Added |
| Legal & General Group Plc | 2,912 | $42.8K | 0.00% | −4,909−62.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,722 | $40.0K | 0.00% | +2,722 | New |
| Russell Investments Group, Ltd. | 2,510 | $36.9K | 0.00% | +2,510 | New |
| Jones Financial Companies LLLP | 2,360 | $33.3K | 0.00% | +2,360 | New |