BETA TECHNOLOGIES INC (BETA)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
182
Reporting holders
$1.9B
Reported value
299.4%
Of shares outstanding
1.5%
Held as options
+39
Holder change
Institutions report 112,492,568 shares against 37,578,571 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-09-30); over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $558.4M | 33,338,140 | 0.02% | 3q | HELD |
| General Electric Co | $340.2M | 20,310,407 | 92.23% | 3q | HELD |
| TPG GP A, LLC | $274.6M | 16,395,435 | 5.49% | 3q | HELD |
| AMAZON COM INC | $196.9M | 11,753,896 | 4.45% | 3q | HELD |
| BlackRock, Inc. | $49.1M | 2,930,242 | 0.00% | 3q | +5.5%+$2.6M |
| STATE STREET CORP | $43.2M | 2,576,444 | 0.00% | 3q | +22.6%+$8.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31.8M | 1,895,677 | 0.00% | 2q | +40.6%+$9.2M |
| HITE Hedge Asset Management LLC | $31.7M | 1,892,275 | 1.74% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.5M | 1,820,798 | 0.00% | 2q | +30.2%+$7.1M |
| Empire Life Investments Inc. | $22.4M | 1,337,839 | 1.25% | new | NEW |
| NORGES BANK | $20.9M | 1,249,598 | 0.00% | 2q | -15.0%-$3.7M |
| CITADEL ADVISORS LLC | $19.8M | 872,324 | 0.00% | 3q | +4.6%+$872.8K |
| MASTERS CAPITAL MANAGEMENT LLC | $17.2M | 1,028,200 | 0.44% | 2q | +46.9%+$5.5M |
| Liberty Street Advisors, Inc. | $16.7M | 999,202 | 3.30% | 3q | HELD |
| MILLENNIUM MANAGEMENT LLC | $16.3M | 971,297 | 0.01% | 3q | +1757.0%+$15.4M |
| Clearbridge Investments, LLC | $14.9M | 890,249 | 0.01% | 3q | +22.8%+$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $13.3M | 795,558 | 0.00% | 3q | +6.8%+$843.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.6M | 135,874 | 0.00% | 3q | -32.0%-$5.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $11.3M | 672,505 | 0.02% | 3q | -57.5%-$15.3M |
| MORGAN STANLEY | $9.4M | 562,634 | 0.00% | 3q | +39.9%+$2.7M |
| Invesco Ltd. | $8.0M | 478,671 | 0.00% | 2q | +8.5%+$628.4K |
| BANK OF AMERICA CORP /DE/ | $7.4M | 440,151 | 0.00% | 3q | +26.4%+$1.5M |
| UBS Group AG | $7.2M | 428,900 | 0.00% | 3q | +58.5%+$2.7M |
| Granahan Investment Management, LLC | $7.1M | 422,493 | 0.25% | 3q | -2.2%-$158.5K |
| AQR CAPITAL MANAGEMENT LLC | $7.0M | 416,227 | 0.00% | new | NEW |
| Pictet Asset Management Holding SA | $6.7M | 397,816 | 0.01% | 3q | +7.8%+$484.8K |
| SEGALL BRYANT & HAMILL, LLC | $6.0M | 360,845 | 0.07% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.5M | 329,320 | 0.00% | 3q | -3.2%-$182.0K |
| Sixth Street Partners Management Company, L.P. | $5.5M | 329,320 | 0.00% | new | NEW |
| Marino Management, LLC | $5.3M | 313,992 | 1.10% | 2q | HELD |
| JPMORGAN CHASE & CO | $5.1M | 306,997 | 0.00% | 3q | +34.3%+$1.3M |
| SEVEN GRAND MANAGERS, LLC | $5.0M | 300,000 | 0.20% | 3q | HELD |
| Corient Private Wealth LP | $4.9M | 290,479 | 0.00% | 2q | +315.2%+$3.7M |
| GILDER GAGNON HOWE & CO LLC | $4.4M | 263,765 | 0.05% | 3q | -31.2%-$2.0M |
| GOLDMAN SACHS GROUP INC | $4.3M | 258,109 | 0.00% | 3q | +39.4%+$1.2M |
| JANE STREET GROUP, LLC | $4.2M | options only | 0.00% | 3q | OPTIONS |
| IMC-Chicago, LLC | $3.8M | 32,184 | 0.00% | 3q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.8M | 225,000 | 0.01% | 3q | HELD |
| Burkehill Global Management, LP | $3.8M | 225,000 | 0.14% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $3.7M | 220,726 | 0.00% | 2q | +5.8%+$203.0K |
| Alyeska Investment Group, L.P. | $3.0M | 177,867 | 0.01% | 3q | HELD |
| Bank of New York Mellon Corp | $2.9M | 171,772 | 0.00% | 2q | +117.3%+$1.6M |
| Quantinno Capital Management LP | $2.8M | 166,153 | 0.00% | 2q | +119.1%+$1.5M |
| Nuveen, LLC | $2.8M | 164,883 | 0.00% | 2q | +310.0%+$2.1M |
| MARSHALL WACE, LLP | $2.7M | 161,119 | 0.00% | 3q | +703.8%+$2.4M |
| SIMPLEX TRADING, LLC | $2.6M | 26,132 | 0.00% | 3q | +396.8%+$2.1M |
| GROUP ONE TRADING LLC | $2.5M | options only | 0.00% | 3q | OPTIONS |
| Aureus Asset Management, LLC | $2.2M | 131,594 | 0.13% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.1M | 124,800 | 0.00% | 3q | +72.9%+$881.0K |
| Squarepoint Ops LLC | $2.0M | 122,080 | 0.00% | new | NEW |
| Weiss Asset Management LP | $2.0M | 118,364 | 0.02% | new | NEW |
| Holocene Advisors, LP | $2.0M | 118,148 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.9M | 116,150 | 0.01% | new | NEW |
| Swiss National Bank | $1.8M | 108,800 | 0.00% | new | NEW |
| Corps Capital Advisors, LLC | $1.7M | 101,752 | 1.37% | 3q | +635.2%+$1.5M |
| Ghisallo Capital Management LLC | $1.7M | 100,000 | 0.03% | 3q | -60.0%-$2.5M |
| SCS Capital Management LLC | $1.6M | 98,240 | 0.02% | new | NEW |
| SORA INVESTORS LLC | $1.4M | 86,000 | 0.11% | new | NEW |
| Wealthspire Advisors, LLC | $1.3M | 80,131 | 0.01% | new | NEW |
| Capricorn Fund Managers Ltd | $1.3M | 77,550 | 0.10% | 3q | -7.3%-$102.9K |
| TD Asset Management Inc | $1.3M | 76,300 | 0.00% | 3q | +4.6%+$56.6K |
| RENAISSANCE TECHNOLOGIES LLC | $1,000.0K | 59,700 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $970.7K | 57,952 | 0.00% | new | NEW |
| CITIGROUP INC | $920.0K | 54,926 | 0.00% | 2q | +153.1%+$556.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $818.8K | 48,881 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $815.6K | 48,692 | 0.00% | 3q | HELD |
| IEQ CAPITAL, LLC | $789.4K | 47,129 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $747.0K | 44,597 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $746.2K | 44,549 | 0.00% | 3q | +30.3%+$173.6K |
| RHUMBLINE ADVISERS | $732.8K | 43,749 | 0.00% | 2q | +44.7%+$226.4K |
| ALLIANCEBERNSTEIN L.P. | $715.7K | 48,690 | 0.00% | 3q | +173.8%+$454.4K |
| BNP PARIBAS FINANCIAL MARKETS | $714.1K | 42,634 | 0.00% | 2q | +52.8%+$246.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $646.3K | 38,585 | 0.00% | new | NEW |
| Mariner, LLC | $637.5K | 38,063 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $634.1K | 37,788 | 0.00% | 3q | +127.0%+$354.7K |
| Y-Intercept (Hong Kong) Ltd | $631.1K | 37,680 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $610.8K | 36,464 | 0.00% | 3q | +24.9%+$121.8K |
| FIRST FOUNDATION ADVISORS | $597.1K | 35,650 | 0.02% | 2q | HELD |
| DEUTSCHE BANK AG\ | $577.6K | 34,486 | 0.00% | 2q | +41.5%+$169.5K |
| Jump Financial, LLC | $574.9K | 34,323 | 0.00% | 2q | -72.5%-$1.5M |
| Advisory Services Network, LLC | $558.5K | 33,345 | 0.01% | new | NEW |
| Composition Wealth, LLC | $543.9K | 32,474 | 0.01% | new | NEW |
| Legal & General Group Plc | $540.9K | 32,291 | 0.00% | 3q | +1008.9%+$492.1K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $525.3K | 31,364 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $499.8K | 29,841 | 0.00% | 3q | -96.5%-$13.6M |
| MOODY NATIONAL BANK TRUST DIVISION | $445.3K | 26,587 | 0.04% | 2q | HELD |
| Aquatic Capital Management LLC | $444.4K | 26,533 | 0.02% | new | NEW |
| Vident Advisory, LLC | $430.2K | 25,683 | 0.00% | new | NEW |
| Woodline Partners LP | $418.8K | 25,000 | 0.00% | 3q | -50.0%-$418.8K |
| LPL Financial LLC | $413.4K | 24,679 | 0.00% | 3q | +21.2%+$72.3K |
| Jupiter Topco LLC | $389.9K | 23,300 | 0.00% | new | FIRST |
| Sowell Financial Services LLC | $365.6K | 21,827 | 0.01% | 2q | +94.5%+$177.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $358.9K | 21,426 | 0.00% | 3q | +36.9%+$96.7K |
| Green Alpha Advisors, LLC | $357.5K | 21,346 | 0.24% | 3q | +1.3%+$4.6K |
| MetLife Investment Management, LLC | $312.3K | 18,643 | 0.00% | 2q | HELD |
| SummitTX Capital, L.P. | $307.6K | 18,362 | 0.01% | new | NEW |
| Wealthfront Advisers LLC | $300.8K | 17,958 | 0.00% | 2q | +2.9%+$8.4K |
| Kingsview Wealth Management, LLC | $287.6K | 17,170 | 0.00% | new | NEW |
| Renaissance Capital LLC | $282.6K | 16,871 | 0.16% | 3q | +7.5%+$19.7K |
| DRW Securities, LLC | $281.4K | options only | 0.01% | new | OPTIONS |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Austin Meyer INDIVIDUAL | 5.4% |
| 2026-08-14 | 13G/A | Charles A. Davis INDIVIDUAL | 7.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 182 | $1.9B | 112,492,568 | 65 | 60 | 19 | 1.5% |
| Q1 2026 | 143 | $1.6B | 105,693,519 | 45 | 41 | 28 | 0.6% |
| Q4 2025 | 131 | $3.1B | 108,258,016 | 131 | 0 | 0 | 0.3% |