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, 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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 2,270 | $33.0K | 0.01% | +670+41.9% | Added |
| Group One Trading, L.P. | 1,830 | $26.9K | 0.00% | +1,130+161.4% | Added |
| California State Teachers Retirement System | 1,816 | $26.7K | 0.00% | +1,816 | New |
| CWM, LLC | 1,527 | $22.4K | 0.00% | +1,242+435.8% | Added |
| Bollard Group LLC | 1,500 | $22.0K | 0.00% | +1,500 | New |
| Wolff Wiese Magana LLC | 1,493 | $21.9K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,463 | $21.5K | 0.00% | +238+19.4% | Added |
| Manchester Capital Management LLC | 1,340 | $19.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,135 | $16.7K | 0.00% | +795+233.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,056 | $15.5K | 0.00% | +1,000+1,785.7% | Added |
| Addison Advisors LLC | 837 | $12.3K | 0.00% | +68+8.8% | Added |
| SBI Securities Co., Ltd. | 818 | $12.0K | 0.00% | +468+133.7% | Added |
| Tower Research Capital LLC (TRC) | 745 | $11.0K | 0.00% | +597+403.4% | Added |
| Farther Finance Advisors, LLC | 650 | $9.81K | 0.00% | +335+106.3% | Added |
| The PNC Financial Services Group, Inc. | 661 | $9.72K | 0.00% | +396+149.4% | Added |
| Rialto Wealth Management, LLC | 600 | $8.82K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 569 | $8.59K | 0.00% | +569 | New |
| Sterling Capital Management LLC | 544 | $8.00K | 0.00% | +544 | New |
| Allworth Financial LP | 500 | $7.35K | 0.00% | +500 | New |
| Avion Wealth | 500 | $7.00K | 0.00% | +418+509.8% | Added |
| Atlantic Union Bankshares Corp | 400 | $5.88K | 0.00% | +200+100.0% | Added |
| Bogart Wealth, LLC | 300 | $4.41K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 300 | $4.41K | 0.00% | +300 | New |
| IFP Advisors, Inc | 275 | $4.04K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 230 | $3.38K | 0.00% | −20−8.0% | Reduced |
| US Bancorp | 221 | $3.25K | 0.00% | −1,750−88.8% | Reduced |
| SRS Capital Advisors, Inc. | 167 | $2.71K | 0.00% | +167 | New |
| Massmutual Trust Co FSB | 156 | $2.29K | 0.00% | +156 | New |
| Fifth Third Bancorp | 154 | $2.27K | 0.00% | +154 | New |
| Harbour Investments, Inc. | 151 | $2.22K | 0.00% | +151 | New |
| Adirondack Trust Co | 141 | $2.07K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 127 | $1.87K | 0.00% | +112+746.7% | Added |
| 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 |
| Rachor Investment Advisory Services, LLC | 59 | $868 | 0.00% | −119−66.9% | Reduced |
| North Star Investment Management Corp. | 50 | $735 | 0.00% | −87−63.5% | Reduced |
| Horizon Financial Services, LLC | 33 | $485 | 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 |
| SHP Wealth Management | 20 | $294 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $265 | 0.00% | −35−66.0% | Reduced |
| Cornerstone Financial Management LLC | 16 | $235 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $176 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 9 | $133 | 0.00% | −31−77.5% | Reduced |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −804,247−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −459,237−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −287,241−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −268,520−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −227,840−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −219,360−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −189,476−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −115,028−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −94,526−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −49,144−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −22,220−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −13,321−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,726−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Sandia Investment Management LP | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |