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 |
|---|---|---|---|---|---|
| State of Wyoming | 16,437 | $275.3K | 0.03% | +16,437 | New |
| Wealth Enhancement Advisory Services, LLC | 15,415 | $273.0K | 0.00% | +15,415 | New |
| Evercore Wealth Management, LLC | 15,691 | $262.8K | 0.00% | +15,691 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 15,600 | $261.3K | 0.00% | −10.0% | Reduced |
| Los Angeles Capital Management LLC | 15,077 | $252.5K | 0.00% | +15,077 | New |
| Arizona State Retirement System | 14,957 | $250.5K | 0.00% | +14,957 | New |
| Cresset Asset Management, LLC | 14,719 | $246.5K | 0.00% | +14,719 | New |
| J. Derek Lewis & Associates Inc. | 14,600 | $244.6K | 0.05% | +14,600 | New |
| Integrated Wealth Concepts LLC | 14,057 | $235.5K | 0.00% | +14,057 | New |
| Vanguard Investments Australia, Ltd. | 13,754 | $230.4K | 0.00% | +13,754 | New |
| Cerity Partners LLC | 13,162 | $220.5K | 0.00% | +13,162 | New |
| Victory Capital Management Inc | 13,089 | $219.2K | 0.00% | +13,089 | New |
| Bank Hapoalim BM | 13,000 | $218.0K | 0.01% | +13,000 | New |
| Stifel Financial Corp | 12,631 | $211.6K | 0.00% | +12,631 | New |
| Russell Investments Group, Ltd. | 12,439 | $208.4K | 0.00% | +9,929+395.6% | Added |
| KLP Kapitalforvaltning AS | 12,300 | $206.0K | 0.00% | +12,300 | New |
| Commonwealth Equity Services, LLC | 12,218 | $204.7K | 0.00% | +12,218 | New |
| Vanguard Global Advisers, LLC | 12,099 | $202.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 12,007 | $201.1K | 0.00% | +12,007 | New |
| Advisors Capital Management, LLC | 11,894 | $199.2K | 0.00% | +11,894 | New |
| SEI Investments Co | 11,317 | $189.6K | 0.00% | −1,881−14.3% | Reduced |
| Allstate Corp | 10,999 | $184.2K | 0.00% | +10,999 | New |
| Bessemer Group Inc | 10,638 | $178.0K | 0.00% | +10,638 | New |
| New York State Common Retirement Fund | 10,400 | $174.2K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 10,335 | $173.1K | 0.00% | +10,335 | New |
| Captrust Financial Advisors | 10,037 | $168.1K | 0.00% | +10,037 | New |
| Bollard Group LLC | 9,798 | $164.0K | 0.00% | +8,298+553.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 9,258 | $155.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,201 | $154.1K | 0.00% | −52,099−85.0% | Reduced |
| Clean Yield Group | 8,324 | $139.4K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,793 | $130.5K | 0.00% | +3,831+96.7% | Added |
| Royal Bank of Canada | 5,033 | $84.0K | 0.00% | −2,265−31.0% | Reduced |
| Parallel Advisors, LLC | 3,573 | $59.9K | 0.00% | +250+7.5% | Added |
| Jones Financial Companies LLLP | 3,290 | $54.9K | 0.00% | +930+39.4% | Added |
| Centerpoint Advisors, LLC | 2,870 | $48.0K | 0.01% | +600+26.4% | Added |
| SRS Capital Advisors, Inc. | 2,781 | $46.6K | 0.00% | +2,614+1,565.3% | Added |
| Ameritas Investment Partners, Inc. | 2,722 | $45.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,269 | $38.5K | 0.00% | +2,269 | New |
| Caitong International Asset Management Co., Ltd | 2,025 | $33.9K | 0.00% | −2,824−58.2% | Reduced |
| IFP Advisors, Inc | 1,803 | $30.2K | 0.00% | +1,528+555.6% | Added |
| Allworth Financial LP | 1,786 | $29.9K | 0.00% | +1,286+257.2% | Added |
| Rockefeller Capital Management L.P. | 1,774 | $29.7K | 0.00% | +311+21.3% | Added |
| Wolff Wiese Magana LLC | 1,493 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,438 | $24.1K | 0.00% | +693+93.0% | Added |
| Manchester Capital Management LLC | 1,340 | $22.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,232 | $20.6K | 0.00% | +582+89.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,200 | $20.1K | 0.01% | +1,200 | New |
| Mascoma Wealth Management LLC | 1,135 | $19.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,056 | $17.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 947 | $15.9K | 0.00% | +286+43.3% | Added |
| Addison Advisors LLC | 900 | $15.1K | 0.01% | +63+7.5% | Added |
| Aster Capital Management (DIFC) Ltd | 859 | $14.4K | 0.00% | +859 | New |
| Fifth Third Bancorp | 855 | $14.3K | 0.00% | +701+455.2% | Added |
| EverSource Wealth Advisors, LLC | 724 | $12.1K | 0.00% | +724 | New |
| Rialto Wealth Management, LLC | 600 | $10.1K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 544 | $9.11K | 0.00% | −274−33.5% | Reduced |
| Kemnay Advisory Services Inc. | 529 | $8.86K | 0.00% | +529 | New |
| Sterling Capital Management LLC | 518 | $8.68K | 0.00% | −26−4.8% | Reduced |
| Global Retirement Partners, LLC | 500 | $8.38K | 0.00% | +500 | New |
| Community Financial Services Group, LLC | 469 | $8.15K | 0.00% | −100−17.6% | Reduced |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 475 | $7.96K | 0.00% | +475 | New |
| Atlantic Union Bankshares Corp | 400 | $6.70K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 302 | $5.06K | 0.00% | +146+93.6% | Added |
| Bogart Wealth, LLC | 300 | $5.03K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 300 | $5.03K | 0.00% | +300 | New |
| National Bank of Canada | 245 | $4.10K | 0.00% | +15+6.5% | Added |
| GAMMA Investing LLC | 236 | $3.95K | 0.00% | +236 | New |
| US Bancorp | 221 | $3.70K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 200 | $3.35K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 167 | $2.79K | 0.00% | +16+10.6% | Added |
| Essential Partners LLC | 154 | $2.58K | 0.00% | +154 | New |
| Adirondack Trust Co | 141 | $2.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $1.17K | 0.00% | +70 | New |
| Bare Financial Services, Inc | 62 | $1.04K | 0.00% | +62 | New |
| Roble, Belko & Company, Inc | 48 | $1.00K | 0.00% | +48 | New |
| Covestor Ltd | 43 | $1.00K | 0.00% | +43 | New |
| North Star Investment Management Corp. | 50 | $838 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $788 | 0.00% | +38+422.2% | Added |
| SHP Wealth Management | 47 | $787 | 0.00% | +27+135.0% | Added |
| Horizon Financial Services, LLC | 33 | $553 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 30 | $503 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 30 | $503 | 0.00% | +30 | New |
| Investors Portfolio Services LLC | 25 | $419 | 0.00% | +25 | New |
| JPL Wealth Management, LLC | 19 | $319 | 0.00% | +19 | New |
| Clearstead Advisors, LLC | 16 | $269 | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 16 | $268 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $201 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $50 | 0.00% | −124−97.6% | Reduced |
| 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 |