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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.

Q2 2026 vs. Q1 2026

How the institutions holding BETA Technologies, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of BETA: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1451189+45
Shares107.9M1.53K114.5M+6.58M (+6.1%)
Value$1.59B$22.4K$1.92B+$331.2M (+20.9%)

1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (71)

Institutions that held BETA Technologies, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to BETA in Q2 2026
InstitutionSharesValue% of portfolio
Empire Life Investments Inc.1,337,839$22.4M1.25%
Norges Bank1,249,598$20.9M0.00%
AQR Capital Management LLC416,227$6.97M0.00%
Segall Bryant & Hamill, LLC360,845$6.04M0.07%
Aureus Asset Management, LLC131,594$2.20M0.13%
Squarepoint Ops LLC122,080$2.04M0.00%
Weiss Asset Management LP118,364$1.98M0.02%
Holocene Advisors, LP118,148$1.98M0.00%
Trexquant Investment LP116,150$1.95M0.01%
Swiss National Bank108,800$1.82M0.00%
SCS Capital Management LLC98,240$1.65M0.02%
Sora Investors LLC86,000$1.44M0.11%
Wealthspire Advisors, LLC80,131$1.34M0.01%
Renaissance Technologies LLC59,700$1.00M0.00%
Ameriprise Financial Inc57,952$970.7K0.00%
Ieq Capital, LLC47,129$789.4K0.00%
UBS Asset Management Americas Inc44,597$747.0K0.00%
SG Americas Securities, LLC43,099$722.0K0.00%
Vanguard Asset Management, Ltd38,585$646.3K0.00%
Mariner, LLC38,063$637.5K0.00%
Y-Intercept (Hong Kong) Ltd37,680$631.1K0.01%
Advisory Services Network, LLC33,345$558.5K0.01%
Miracle Mile Advisors, LLC32,474$543.9K0.01%
IMC-Chicago, LLC32,184$539.1K0.00%
Zurcher Kantonalbank (Zurich Cantonalbank)31,364$525.3K0.00%
Aquatic Capital Management LLC26,533$444.4K0.02%
Vident Advisory, LLC25,683$430.2K0.00%
Mercer Global Advisors Inc24,808$415.5K0.00%
Jupiter Topco LLC23,300$389.9K0.00%
SummitTX Capital, L.P.18,362$307.6K0.01%
Kingsview Wealth Management, LLC17,170$287.6K0.00%
State of Wyoming16,437$275.3K0.03%
Wealth Enhancement Advisory Services, LLC15,415$273.0K0.00%
Evercore Wealth Management, LLC15,691$262.8K0.00%
Los Angeles Capital Management LLC15,077$252.5K0.00%
Arizona State Retirement System14,957$250.5K0.00%
Cresset Asset Management, LLC14,719$246.5K0.00%
J. Derek Lewis & Associates Inc.14,600$244.6K0.05%
Integrated Wealth Concepts LLC14,057$235.5K0.00%
Vanguard Investments Australia, Ltd.13,754$230.4K0.00%
Cerity Partners LLC13,162$220.5K0.00%
Victory Capital Management Inc13,089$219.2K0.00%
Bank Hapoalim BM13,000$218.0K0.01%
Stifel Financial Corp12,631$211.6K0.00%
KLP Kapitalforvaltning AS12,300$206.0K0.00%
Commonwealth Equity Services, LLC12,218$204.7K0.00%
Creative Planning12,007$201.1K0.00%
Advisors Capital Management, LLC11,894$199.2K0.00%
Allstate Corp10,999$184.2K0.00%
Bessemer Group Inc10,638$178.0K0.00%
Brevan Howard Capital Management LP10,335$173.1K0.00%
Captrust Financial Advisors10,037$168.1K0.00%
Whittier Trust Co of Nevada Inc2,269$38.5K0.00%
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,200$20.1K0.01%
Aster Capital Management (DIFC) Ltd859$14.4K0.00%
EverSource Wealth Advisors, LLC724$12.1K0.00%
Kemnay Advisory Services Inc.529$8.86K0.00%
Global Retirement Partners, LLC500$8.38K0.00%
Rothschild Investment LLC475$7.96K0.00%
Darwin Advisors, LLC300$5.03K0.00%
GAMMA Investing LLC236$3.95K0.00%
True Wealth Design, LLC200$3.35K0.00%
Essential Partners LLC154$2.58K0.00%
Versant Capital Management, Inc70$1.17K0.00%
Bare Financial Services, Inc62$1.04K0.00%
Roble, Belko & Company, Inc48$1.00K0.00%
Covestor Ltd43$1.00K0.00%
IMA Wealth, Inc.30$5030.00%
Investors Portfolio Services LLC25$4190.00%
JPL Wealth Management, LLC19$3190.00%
Clearstead Advisors, LLC16$2690.00%

Sold out (26)

Institutions that held BETA Technologies, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of BETA in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Massachusetts Financial Services Co225,076$3.31M
Two Sigma Investments, LP210,987$3.10M
LMR Partners LLP200,968$2.95M
Axiom Investors LLC131,445$1.93M
Cinctive Capital Management LP122,878$1.81M
HBK Investments L P100,000$1.47M
Longaeva Partners L.P.95,925$1.41M
Walleye Capital LLC82,441$1.21M
XTX Topco Ltd60,068$883.0K
Schonfeld Strategic Advisors LLC39,720$583.9K
Axq Capital, LP38,471$565.5K
Readystate Asset Management LP25,000$367.5K
Quantbot Technologies LP20,583$302.6K
Centiva Capital, LP17,145$252.0K
Man Group plc15,723$231.1K
Boothbay Fund Management, LLC14,696$216.0K
IPG Investment Advisors LLC13,050$191.8K
STRS Ohio5,800$85.3K
Group One Trading, L.P.1,830$26.9K
Team Financial Group, LLC300$4.41K
Larson Financial Group LLC100$1.47K
Golden State Equity Partners100$1.47K
Innovative Asset Advisors Group, LLC100$1.47K
Rachor Investment Advisory Services, LLC59$868
Bernard Wealth Management Corp.30$441
UMA Financial Services, Inc.18$265

Not filed for Q2 2026 yet (1)

Institutions that held BETA Technologies, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BETA in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC1,527$22.4K