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 |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 9 | $133 | 0.00% | −31−77.5% | Reduced |
| Huntington National Bank | 12 | $176 | 0.00% | +12 | New |
| Cornerstone Financial Management LLC | 16 | $235 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $265 | 0.00% | −35−66.0% | Reduced |
| SHP Wealth Management | 20 | $294 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $441 | 0.00% | −17−36.2% | Reduced |
| Bernard Wealth Management Corp. | 30 | $441 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 33 | $485 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $735 | 0.00% | −87−63.5% | Reduced |
| Rachor Investment Advisory Services, LLC | 59 | $868 | 0.00% | −119−66.9% | Reduced |
| Larson Financial Group LLC | 100 | $1.47K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 100 | $1.47K | 0.00% | +100 | New |
| Innovative Asset Advisors Group, LLC | 100 | $1.47K | 0.00% | +100 | New |
| WPG Advisers, LLC | 127 | $1.87K | 0.00% | +112+746.7% | Added |
| Adirondack Trust Co | 141 | $2.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $2.22K | 0.00% | +151 | New |
| Fifth Third Bancorp | 154 | $2.27K | 0.00% | +154 | New |
| Massmutual Trust Co FSB | 156 | $2.29K | 0.00% | +156 | New |
| SRS Capital Advisors, Inc. | 167 | $2.71K | 0.00% | +167 | New |
| US Bancorp | 221 | $3.25K | 0.00% | −1,750−88.8% | Reduced |
| National Bank of Canada | 230 | $3.38K | 0.00% | −20−8.0% | Reduced |
| IFP Advisors, Inc | 275 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 300 | $4.41K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 300 | $4.41K | 0.00% | +300 | New |
| Atlantic Union Bankshares Corp | 400 | $5.88K | 0.00% | +200+100.0% | Added |
| Avion Wealth | 500 | $7.00K | 0.00% | +418+509.8% | Added |
| Allworth Financial LP | 500 | $7.35K | 0.00% | +500 | New |
| Sterling Capital Management LLC | 544 | $8.00K | 0.00% | +544 | New |
| Community Financial Services Group, LLC | 569 | $8.59K | 0.00% | +569 | New |
| Rialto Wealth Management, LLC | 600 | $8.82K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 661 | $9.72K | 0.00% | +396+149.4% | Added |
| Farther Finance Advisors, LLC | 650 | $9.81K | 0.00% | +335+106.3% | Added |
| Tower Research Capital LLC (TRC) | 745 | $11.0K | 0.00% | +597+403.4% | Added |
| SBI Securities Co., Ltd. | 818 | $12.0K | 0.00% | +468+133.7% | Added |
| Addison Advisors LLC | 837 | $12.3K | 0.00% | +68+8.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,056 | $15.5K | 0.00% | +1,000+1,785.7% | Added |
| Mascoma Wealth Management LLC | 1,135 | $16.7K | 0.00% | +795+233.8% | Added |
| Manchester Capital Management LLC | 1,340 | $19.7K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,463 | $21.5K | 0.00% | +238+19.4% | Added |
| Wolff Wiese Magana LLC | 1,493 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 1,500 | $22.0K | 0.00% | +1,500 | New |
| CWM, LLC | 1,527 | $22.4K | 0.00% | +1,242+435.8% | Added |
| California State Teachers Retirement System | 1,816 | $26.7K | 0.00% | +1,816 | New |
| Group One Trading, L.P. | 1,830 | $26.9K | 0.00% | +1,130+161.4% | Added |
| Centerpoint Advisors, LLC | 2,270 | $33.0K | 0.01% | +670+41.9% | Added |
| Jones Financial Companies LLLP | 2,360 | $33.3K | 0.00% | +2,360 | New |
| Russell Investments Group, Ltd. | 2,510 | $36.9K | 0.00% | +2,510 | New |
| Ameritas Investment Partners, Inc. | 2,722 | $40.0K | 0.00% | +2,722 | New |
| Legal & General Group Plc | 2,912 | $42.8K | 0.00% | −4,909−62.8% | Reduced |
| Parallel Advisors, LLC | 3,323 | $48.9K | 0.00% | +685+26.0% | Added |
| Advisor Group Holdings, Inc. | 3,962 | $58.2K | 0.00% | +382+10.7% | Added |
| Caitong International Asset Management Co., Ltd | 4,849 | $71.3K | 0.01% | +4,849 | New |
| Simplex Trading, LLC | 5,260 | $77.3K | 0.00% | +4,049+334.4% | Added |
| STRS Ohio | 5,800 | $85.3K | 0.00% | +5,800 | New |
| Royal Bank of Canada | 7,298 | $108.0K | 0.00% | −6,404−46.7% | Reduced |
| Clean Yield Group | 8,324 | $122.4K | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 9,258 | $136.1K | 0.00% | +9,258 | New |
| New York State Common Retirement Fund | 10,400 | $152.9K | 0.00% | −2,784−21.1% | Reduced |
| Sowell Financial Services LLC | 11,222 | $165.0K | 0.01% | +11,222 | New |
| Vanguard Global Advisers, LLC | 12,099 | $177.9K | 0.00% | +12,099 | New |
| IPG Investment Advisors LLC | 13,050 | $191.8K | 0.03% | +13,050 | New |
| SEI Investments Co | 13,198 | $194.3K | 0.00% | +3,286+33.2% | Added |
| Corps Capital Advisors, LLC | 13,840 | $203.4K | 0.18% | +5,040+57.3% | Added |
| Boothbay Fund Management, LLC | 14,696 | $216.0K | 0.01% | +4,196+40.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 15,601 | $229.3K | 0.00% | +15,601 | New |
| State of Wisconsin Investment Board | 15,651 | $230.1K | 0.00% | +8,226+110.8% | Added |
| Man Group plc | 15,723 | $231.1K | 0.00% | +15,723 | New |
| Pathstone Holdings, LLC | 16,650 | $244.8K | 0.00% | −373−2.2% | Reduced |
| Renaissance Capital LLC | 15,695 | $250.0K | 0.18% | −254−1.6% | Reduced |
| Centiva Capital, LP | 17,145 | $252.0K | 0.01% | +17,145 | New |
| Wealthfront Advisers LLC | 17,458 | $256.6K | 0.00% | +17,458 | New |
| MetLife Investment Management | 18,643 | $274.1K | 0.00% | +18,643 | New |
| Marshall Wace, LLP | 20,044 | $294.6K | 0.00% | −357,727−94.7% | Reduced |
| LPL Financial LLC | 20,362 | $299.3K | 0.00% | +7,172+54.4% | Added |
| Quantbot Technologies LP | 20,583 | $302.6K | 0.01% | +20,583 | New |
| Green Alpha Advisors, LLC | 21,072 | $309.8K | 0.31% | −301−1.4% | Reduced |
| Citigroup Inc | 21,701 | $319.0K | 0.00% | +21,701 | New |
| Deutsche Bank AG | 24,364 | $358.2K | 0.00% | +24,364 | New |
| Wells Fargo & Company | 24,405 | $358.8K | 0.00% | +16,830+222.2% | Added |
| Readystate Asset Management LP | 25,000 | $367.5K | 0.02% | +4,000+19.0% | Added |
| Moody National Bank Trust Division | 26,587 | $390.8K | 0.04% | +26,587 | New |
| BNP Paribas Arbitrage, SA | 27,900 | $410.1K | 0.00% | +27,900 | New |
| Raymond James Financial Inc | 29,191 | $429.1K | 0.00% | +12,836+78.5% | Added |
| Rhumbline Advisers | 30,233 | $444.4K | 0.00% | +30,233 | New |
| Alliancebernstein L.P. | 17,780 | $501.6K | 0.00% | −2,126,071−99.2% | Reduced |
| Manufacturers Life Insurance Company, The | 34,186 | $502.5K | 0.00% | +24,312+246.2% | Added |
| First Foundation Advisors | 35,650 | $524.1K | 0.02% | +35,650 | New |
| Axq Capital, LP | 38,471 | $565.5K | 0.07% | +38,471 | New |
| Price T Rowe Associates Inc | 39,216 | $577.0K | 0.00% | −1,077,779−96.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,720 | $583.9K | 0.00% | −94,629−70.4% | Reduced |
| Nuveen, LLC | 40,214 | $591.1K | 0.00% | +40,214 | New |
| Woodline Partners LP | 50,000 | $735.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 52,304 | $768.9K | 0.00% | −148,353−73.9% | Reduced |
| XTX Topco Ltd | 60,068 | $883.0K | 0.02% | +60,068 | New |
| Barclays PLC | 61,300 | $901.1K | 0.00% | +61,300 | New |
| CI Private Wealth, LLC | 69,968 | $1.03M | 0.00% | +69,968 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72,200 | $1.06M | 0.00% | +54,700+312.6% | Added |
| TD Asset Management Inc | 72,918 | $1.07M | 0.00% | −15,343−17.4% | Reduced |
| Quantinno Capital Management LP | 75,840 | $1.11M | 0.00% | +75,840 | New |
| Bank of New York Mellon Corp | 79,032 | $1.16M | 0.00% | +79,032 | New |