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, Q2 2026
Institutional positions in BETA Technologies, Inc. as of Jun 30, 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
- 189
- +45 vs. Q1 2026
- Shares held
- 114.5M
- +6.58M (+6.1%) vs. Q1 2026
- Total value
- $1.92B
- +$331.2M (+20.9%) vs. Q1 2026
- New holders
- 71
- 67 more added
- Sold out
- 26
- 20 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding BETA Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 3 | $50 | 0.00% | −124−97.6% | Reduced |
| Huntington National Bank | 12 | $201 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $268 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $269 | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 19 | $319 | 0.00% | +19 | New |
| Investors Portfolio Services LLC | 25 | $419 | 0.00% | +25 | New |
| HM Payson & Co | 30 | $503 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 30 | $503 | 0.00% | +30 | New |
| Horizon Financial Services, LLC | 33 | $553 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 47 | $787 | 0.00% | +27+135.0% | Added |
| SJS Investment Consulting Inc. | 47 | $788 | 0.00% | +38+422.2% | Added |
| North Star Investment Management Corp. | 50 | $838 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 48 | $1.00K | 0.00% | +48 | New |
| Covestor Ltd | 43 | $1.00K | 0.00% | +43 | New |
| Bare Financial Services, Inc | 62 | $1.04K | 0.00% | +62 | New |
| Versant Capital Management, Inc | 70 | $1.17K | 0.00% | +70 | New |
| Adirondack Trust Co | 141 | $2.36K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 154 | $2.58K | 0.00% | +154 | New |
| Harbour Investments, Inc. | 167 | $2.79K | 0.00% | +16+10.6% | Added |
| True Wealth Design, LLC | 200 | $3.35K | 0.00% | +200 | New |
| US Bancorp | 221 | $3.70K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 236 | $3.95K | 0.00% | +236 | New |
| National Bank of Canada | 245 | $4.10K | 0.00% | +15+6.5% | Added |
| Bogart Wealth, LLC | 300 | $5.03K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 300 | $5.03K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 302 | $5.06K | 0.00% | +146+93.6% | Added |
| Atlantic Union Bankshares Corp | 400 | $6.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 475 | $7.96K | 0.00% | +475 | New |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 469 | $8.15K | 0.00% | −100−17.6% | Reduced |
| Global Retirement Partners, LLC | 500 | $8.38K | 0.00% | +500 | New |
| Sterling Capital Management LLC | 518 | $8.68K | 0.00% | −26−4.8% | Reduced |
| Kemnay Advisory Services Inc. | 529 | $8.86K | 0.00% | +529 | New |
| SBI Securities Co., Ltd. | 544 | $9.11K | 0.00% | −274−33.5% | Reduced |
| Rialto Wealth Management, LLC | 600 | $10.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 724 | $12.1K | 0.00% | +724 | New |
| Fifth Third Bancorp | 855 | $14.3K | 0.00% | +701+455.2% | Added |
| Aster Capital Management (DIFC) Ltd | 859 | $14.4K | 0.00% | +859 | New |
| Addison Advisors LLC | 900 | $15.1K | 0.01% | +63+7.5% | Added |
| The PNC Financial Services Group, Inc. | 947 | $15.9K | 0.00% | +286+43.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,056 | $17.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,200 | $20.1K | 0.01% | +1,200 | New |
| Farther Finance Advisors, LLC | 1,232 | $20.6K | 0.00% | +582+89.5% | Added |
| Manchester Capital Management LLC | 1,340 | $22.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,438 | $24.1K | 0.00% | +693+93.0% | Added |
| Wolff Wiese Magana LLC | 1,493 | $25.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,774 | $29.7K | 0.00% | +311+21.3% | Added |
| Allworth Financial LP | 1,786 | $29.9K | 0.00% | +1,286+257.2% | Added |
| IFP Advisors, Inc | 1,803 | $30.2K | 0.00% | +1,528+555.6% | Added |
| Caitong International Asset Management Co., Ltd | 2,025 | $33.9K | 0.00% | −2,824−58.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,269 | $38.5K | 0.00% | +2,269 | New |
| Ameritas Investment Partners, Inc. | 2,722 | $45.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,781 | $46.6K | 0.00% | +2,614+1,565.3% | Added |
| Centerpoint Advisors, LLC | 2,870 | $48.0K | 0.01% | +600+26.4% | Added |
| Jones Financial Companies LLLP | 3,290 | $54.9K | 0.00% | +930+39.4% | Added |
| Parallel Advisors, LLC | 3,573 | $59.9K | 0.00% | +250+7.5% | Added |
| Royal Bank of Canada | 5,033 | $84.0K | 0.00% | −2,265−31.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,793 | $130.5K | 0.00% | +3,831+96.7% | Added |
| Clean Yield Group | 8,324 | $139.4K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 9,201 | $154.1K | 0.00% | −52,099−85.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,258 | $155.1K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 9,798 | $164.0K | 0.00% | +8,298+553.2% | Added |
| Captrust Financial Advisors | 10,037 | $168.1K | 0.00% | +10,037 | New |
| Brevan Howard Capital Management LP | 10,335 | $173.1K | 0.00% | +10,335 | New |
| New York State Common Retirement Fund | 10,400 | $174.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,638 | $178.0K | 0.00% | +10,638 | New |
| Allstate Corp | 10,999 | $184.2K | 0.00% | +10,999 | New |
| SEI Investments Co | 11,317 | $189.6K | 0.00% | −1,881−14.3% | Reduced |
| Advisors Capital Management, LLC | 11,894 | $199.2K | 0.00% | +11,894 | New |
| Creative Planning | 12,007 | $201.1K | 0.00% | +12,007 | New |
| Vanguard Global Advisers, LLC | 12,099 | $202.7K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,218 | $204.7K | 0.00% | +12,218 | New |
| KLP Kapitalforvaltning AS | 12,300 | $206.0K | 0.00% | +12,300 | New |
| Russell Investments Group, Ltd. | 12,439 | $208.4K | 0.00% | +9,929+395.6% | Added |
| Stifel Financial Corp | 12,631 | $211.6K | 0.00% | +12,631 | New |
| Bank Hapoalim BM | 13,000 | $218.0K | 0.01% | +13,000 | New |
| Victory Capital Management Inc | 13,089 | $219.2K | 0.00% | +13,089 | New |
| Cerity Partners LLC | 13,162 | $220.5K | 0.00% | +13,162 | New |
| Vanguard Investments Australia, Ltd. | 13,754 | $230.4K | 0.00% | +13,754 | New |
| Integrated Wealth Concepts LLC | 14,057 | $235.5K | 0.00% | +14,057 | New |
| J. Derek Lewis & Associates Inc. | 14,600 | $244.6K | 0.05% | +14,600 | New |
| Cresset Asset Management, LLC | 14,719 | $246.5K | 0.00% | +14,719 | New |
| Arizona State Retirement System | 14,957 | $250.5K | 0.00% | +14,957 | New |
| Los Angeles Capital Management LLC | 15,077 | $252.5K | 0.00% | +15,077 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,600 | $261.3K | 0.00% | −10.0% | Reduced |
| Evercore Wealth Management, LLC | 15,691 | $262.8K | 0.00% | +15,691 | New |
| Wealth Enhancement Advisory Services, LLC | 15,415 | $273.0K | 0.00% | +15,415 | New |
| State of Wyoming | 16,437 | $275.3K | 0.03% | +16,437 | New |
| Renaissance Capital LLC | 16,871 | $282.6K | 0.16% | +1,176+7.5% | Added |
| Kingsview Wealth Management, LLC | 17,170 | $287.6K | 0.00% | +17,170 | New |
| Wealthfront Advisers LLC | 17,958 | $300.8K | 0.00% | +500+2.9% | Added |
| SummitTX Capital, L.P. | 18,362 | $307.6K | 0.01% | +18,362 | New |
| MetLife Investment Management | 18,643 | $312.3K | 0.00% | 00.0% | Unchanged |
| Green Alpha Advisors, LLC | 21,346 | $357.5K | 0.24% | +274+1.3% | Added |
| State of Wisconsin Investment Board | 21,426 | $358.9K | 0.00% | +5,775+36.9% | Added |
| Sowell Financial Services LLC | 21,827 | $365.6K | 0.01% | +10,605+94.5% | Added |
| Jupiter Topco LLC | 23,300 | $389.9K | 0.00% | +23,300 | New |
| LPL Financial LLC | 24,679 | $413.4K | 0.00% | +4,317+21.2% | Added |
| Mercer Global Advisors Inc | 24,808 | $415.5K | 0.00% | +24,808 | New |