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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 25,000 | $418.8K | 0.00% | −25,000−50.0% | Reduced |
| Vident Advisory, LLC | 25,683 | $430.2K | 0.00% | +25,683 | New |
| Simplex Trading, LLC | 26,132 | $437.7K | 0.01% | +20,872+396.8% | Added |
| Aquatic Capital Management LLC | 26,533 | $444.4K | 0.02% | +26,533 | New |
| Moody National Bank Trust Division | 26,587 | $445.3K | 0.04% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 29,841 | $499.8K | 0.00% | −813,872−96.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,364 | $525.3K | 0.00% | +31,364 | New |
| IMC-Chicago, LLC | 32,184 | $539.1K | 0.00% | +32,184 | New |
| Legal & General Group Plc | 32,291 | $540.9K | 0.00% | +29,379+1,008.9% | Added |
| Miracle Mile Advisors, LLC | 32,474 | $543.9K | 0.01% | +32,474 | New |
| Advisory Services Network, LLC | 33,345 | $558.5K | 0.01% | +33,345 | New |
| Jump Financial, LLC | 34,323 | $574.9K | 0.01% | −90,577−72.5% | Reduced |
| Deutsche Bank AG | 34,486 | $577.6K | 0.00% | +10,122+41.5% | Added |
| First Foundation Advisors | 35,650 | $597.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Inc | 36,464 | $610.8K | 0.00% | +7,273+24.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 37,680 | $631.1K | 0.01% | +37,680 | New |
| Pathstone Holdings, LLC | 37,788 | $634.1K | 0.00% | +21,138+127.0% | Added |
| Mariner, LLC | 38,063 | $637.5K | 0.00% | +38,063 | New |
| Vanguard Asset Management, Ltd | 38,585 | $646.3K | 0.00% | +38,585 | New |
| BNP Paribas Arbitrage, SA | 42,634 | $714.1K | 0.00% | +14,734+52.8% | Added |
| Alliancebernstein L.P. | 48,690 | $715.7K | 0.00% | +30,910+173.8% | Added |
| SG Americas Securities, LLC | 43,099 | $722.0K | 0.00% | +43,099 | New |
| Rhumbline Advisers | 43,749 | $732.8K | 0.00% | +13,516+44.7% | Added |
| Manufacturers Life Insurance Company, The | 44,549 | $746.2K | 0.00% | +10,363+30.3% | Added |
| UBS Asset Management Americas Inc | 44,597 | $747.0K | 0.00% | +44,597 | New |
| Ieq Capital, LLC | 47,129 | $789.4K | 0.00% | +47,129 | New |
| Price T Rowe Associates Inc | 48,585 | $814.0K | 0.00% | +9,369+23.9% | Added |
| Wells Fargo & Company | 48,692 | $815.6K | 0.00% | +24,287+99.5% | Added |
| Citigroup Inc | 54,926 | $920.0K | 0.00% | +33,225+153.1% | Added |
| Ameriprise Financial Inc | 57,952 | $970.7K | 0.00% | +57,952 | New |
| Renaissance Technologies LLC | 59,700 | $1.00M | 0.00% | +59,700 | New |
| California State Teachers Retirement System | 62,015 | $1.04M | 0.00% | +60,199+3,314.9% | Added |
| TD Asset Management Inc | 76,300 | $1.28M | 0.00% | +3,382+4.6% | Added |
| Capricorn Fund Managers Ltd | 77,550 | $1.30M | 0.10% | −6,146−7.3% | Reduced |
| Wealthspire Advisors, LLC | 80,131 | $1.34M | 0.01% | +80,131 | New |
| Sora Investors LLC | 86,000 | $1.44M | 0.11% | +86,000 | New |
| SCS Capital Management LLC | 98,240 | $1.65M | 0.02% | +98,240 | New |
| Ghisallo Capital Management LLC | 100,000 | $1.68M | 0.03% | −150,000−60.0% | Reduced |
| Corps Capital Advisors, LLC | 101,752 | $1.70M | 1.37% | +87,912+635.2% | Added |
| Swiss National Bank | 108,800 | $1.82M | 0.00% | +108,800 | New |
| Trexquant Investment LP | 116,150 | $1.95M | 0.01% | +116,150 | New |
| Holocene Advisors, LP | 118,148 | $1.98M | 0.00% | +118,148 | New |
| Weiss Asset Management LP | 118,364 | $1.98M | 0.02% | +118,364 | New |
| Squarepoint Ops LLC | 122,080 | $2.04M | 0.00% | +122,080 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124,800 | $2.09M | 0.00% | +52,600+72.9% | Added |
| Aureus Asset Management, LLC | 131,594 | $2.20M | 0.13% | +131,594 | New |
| Susquehanna International Group, LLP | 135,874 | $2.28M | 0.00% | −64,013−32.0% | Reduced |
| CI Private Wealth, LLC | 151,118 | $2.53M | 0.00% | +81,150+116.0% | Added |
| Marshall Wace, LLP | 161,119 | $2.70M | 0.00% | +141,075+703.8% | Added |
| Nuveen, LLC | 164,883 | $2.76M | 0.00% | +124,669+310.0% | Added |
| Quantinno Capital Management LP | 166,153 | $2.78M | 0.00% | +90,313+119.1% | Added |
| Bank of New York Mellon Corp | 171,772 | $2.88M | 0.00% | +92,740+117.3% | Added |
| Alyeska Investment Group, L.P. | 177,867 | $2.98M | 0.01% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 220,726 | $3.70M | 0.00% | +12,120+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 225,000 | $3.77M | 0.01% | 00.0% | Unchanged |
| Burkehill Global Management, LP | 225,000 | $3.77M | 0.14% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 258,109 | $4.32M | 0.00% | +73,016+39.4% | Added |
| Gilder Gagnon Howe & Co LLC | 263,765 | $4.42M | 0.05% | −119,489−31.2% | Reduced |
| Seven Grand Managers, LLC | 300,000 | $5.03M | 0.20% | +1,443+0.5% | Added |
| JPMorgan Chase & Co | 306,997 | $5.05M | 0.00% | +78,462+34.3% | Added |
| Marino Management, LLC | 313,992 | $5.26M | 1.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 329,320 | $5.52M | 0.00% | −10,866−3.2% | Reduced |
| Segall Bryant & Hamill, LLC | 360,845 | $6.04M | 0.07% | +360,845 | New |
| Pictet Asset Management Holding SA | 397,816 | $6.66M | 0.01% | +28,946+7.8% | Added |
| AQR Capital Management LLC | 416,227 | $6.97M | 0.00% | +416,227 | New |
| Granahan Investment Management Inc | 422,493 | $7.08M | 0.25% | −9,465−2.2% | Reduced |
| UBS Group AG | 428,900 | $7.18M | 0.00% | +158,217+58.5% | Added |
| Bank of America Corp | 440,151 | $7.37M | 0.00% | +92,054+26.4% | Added |
| Invesco Ltd. | 478,671 | $8.02M | 0.00% | +37,514+8.5% | Added |
| Morgan Stanley | 562,634 | $9.42M | 0.00% | +160,582+39.9% | Added |
| Adage Capital Partners GP, L.L.C. | 672,505 | $11.3M | 0.02% | −911,089−57.5% | Reduced |
| Geode Capital Management, LLC | 795,558 | $13.3M | 0.00% | +50,368+6.8% | Added |
| Citadel Advisors LLC | 872,324 | $14.6M | 0.01% | +38,397+4.6% | Added |
| Clearbridge Investments, LLC | 890,249 | $14.9M | 0.01% | +165,376+22.8% | Added |
| Millennium Management LLC | 971,297 | $16.3M | 0.01% | +918,993+1,757.0% | Added |
| Liberty Street Advisors, Inc. | 999,202 | $16.7M | 3.30% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,028,200 | $17.2M | 2.42% | +328,200+46.9% | Added |
| Norges Bank | 1,249,598 | $20.9M | 0.00% | +1,249,598 | New |
| Empire Life Investments Inc. | 1,337,839 | $22.4M | 1.25% | +1,337,839 | New |
| Vanguard Capital Management LLC | 1,820,798 | $30.5M | 0.00% | +422,739+30.2% | Added |
| HITE Hedge Asset Management LLC | 1,892,275 | $31.7M | 1.74% | −6,284−0.3% | Reduced |
| Vanguard Portfolio Management LLC | 1,895,677 | $31.8M | 0.00% | +547,581+40.6% | Added |
| T. Rowe Price Investment Management, Inc. | 2,272,421 | $38.1M | 0.02% | +100,566+4.6% | Added |
| State Street Corp | 2,576,444 | $43.2M | 0.00% | +475,440+22.6% | Added |
| BlackRock, Inc. | 2,930,242 | $49.1M | 0.00% | +153,441+5.5% | Added |
| Amazon.com, Inc. | 11,753,896 | $196.9M | 4.45% | 00.0% | Unchanged |
| TPG GP A, LLC | 16,395,435 | $274.6M | 5.49% | 00.0% | Unchanged |
| General Electric Co | 20,310,407 | $340.2M | 92.23% | 00.0% | Unchanged |
| FMR LLC | 33,338,140 | $558.4M | 0.02% | +150,750+0.5% | Added |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −225,076−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −210,987−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,968−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −131,445−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −122,878−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −95,925−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −82,441−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −60,068−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −39,720−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −38,471−100.0% | Sold out |