BETA Technologies BETA Institutional Ownership

NYSE BETA

$22.42 -0.46 (-2.01%)

As of: Sep 29, 2026 · 3:59 PM EDT

Institutions by Trading Activity

189 Institutions

Increased 138 73.0%

Unchanged 31 16.4%

Reduced 20 10.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

49.48%

▲+2.51 pp QoQ

Shares Held by Institutions

114.79Mn

of 231.98Mn outstanding

▲+7.83% QoQ

Shares Outstanding

231.98Mn

117.18Mn held outside 13F filers

Institutional Investors

189

filed 13F for Jun 2026

▲+43 vs prior quarter

Net Shares Added (QoQ)

+8.33Mn

accumulated since last quarter

Value of Holdings

$2.63Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

BETA Technologies, Inc. (NYSE:BETA) has 189 institutional investors with active 13F positions as of June 2026.

These investors held 49.5% of outstanding shares in June 2026, up from 47.0% in March 2026.
They increased total shares held in BETA Technologies by 7.83% from the prior quarter, while the number of investors in BETA stayed flat year over year.
Of these 189 holders, 138 added to their stakes in BETA Technologies, 20 trimmed positions, and 31 made no changes.
Altogether, these fund groups held 114.79Mn shares in BETA by June 2026, up by 8.33Mn shares quarter on quarter, and with no net change year over year.
FMR LLC leads ownership in BETA with 33.34Mn shares as of June 30, 2026, equal to 14.37% of outstanding shares.
The most significant purchases of BETA for the quarter ending June 2026 came from Empire Life Investments Inc. (1.34Mn), NORGES BANK (1.25Mn), MILLENNIUM MANAGEMENT LLC (918.99K), VANGUARD PORTFOLIO MANAGEMENT LLC (547.58K), State Street Corp (475.44K).
The largest sellers of BETA Technologies for the quarter ending June 2026 were ADAGE CAPITAL PARTNERS GP, L.L.C. (911.09K), Federated Hermes, Inc. (813.87K), Ghisallo Capital Management LLC (150.0K), GILDER GAGNON HOWE & CO LLC (119.49K), Jump Financial, LLC (90.58K).
According to Business Quant data, leading holders of BETA for June 2026 are FMR LLC (33.34Mn), General Electric Co (20.31Mn), TPG GP A, LLC (16.4Mn), Amazon Com Inc (11.75Mn), BlackRock, Inc. (2.93Mn), State Street Corp (2.58Mn), T. Rowe Price Investment Management, Inc. (2.27Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.9Mn), HITE Hedge Asset Management LLC (1.89Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.82Mn).

Form 13F Holdings

189 Institutional Holders

Report period 30 Jun, 2026

Total shares held 114.79Mn

Of outstanding 49.48%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	33,338,140	14.37%	▲150,750	+0.45%	$558.41Mn
2	General Electric Co	0000040545	20,310,407	8.76%	0	0.00%	$340.20Mn
3	TPG GP A, LLC	0001903793	16,395,435	7.07%	0	0.00%	$274.62Mn
4	Amazon Com Inc	0001018724	11,753,896	5.07%	0	0.00%	$196.88Mn
5	BlackRock, Inc.	0002012383	2,930,242	1.26%	▲153,441	+5.53%	$49.08Mn
6	State Street Corp	0000093751	2,576,444	1.11%	▲475,440	+22.63%	$43.16Mn
7	T. Rowe Price Investment Management, Inc.	0001897612	2,272,421	0.98%	▲100,566	+4.63%	$38.06K
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,895,677	0.82%	▲547,581	+40.62%	$31.75Mn
9	HITE Hedge Asset Management LLC	0001568939	1,892,275	0.82%	▼6,284	-0.33%	$31.70Mn
10	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,820,798	0.78%	▲422,739	+30.24%	$30.50Mn
11	Empire Life Investments Inc.	0001640951	1,337,839	0.58%	▲1,337,839	0.00%	$22.41Mn
12	NORGES BANK	0001374170	1,249,598	0.54%	▲1,249,598	0.00%	$20.93Mn
13	MASTERS CAPITAL MANAGEMENT LLC	0001104186	1,028,200	0.44%	▲328,200	+46.89%	$17.22Mn
14	Liberty Street Advisors, Inc.	0001489178	999,202	0.43%	0	0.00%	$16.74Mn
15	MILLENNIUM MANAGEMENT LLC	0001273087	971,297	0.42%	▲918,993	+1,757.02%	$16.27Mn
16	Clearbridge Investments, LLC	0001348883	890,249	0.38%	▲165,376	+22.81%	$14.91Mn
17	CITADEL ADVISORS LLC	0001423053	872,324	0.38%	▲38,397	+4.60%	$14.61Mn
18	GEODE CAPITAL MANAGEMENT, LLC	0001214717	795,558	0.34%	▲50,368	+6.76%	$13.33Mn
19	ADAGE CAPITAL PARTNERS GP, L.L.C.	0001165408	672,505	0.29%	▼911,089	-57.53%	$11.26Mn
20	Morgan Stanley	0000895421	562,634	0.24%	▲160,582	+39.94%	$9.42Mn

Showing 1 to 20 of 189 holders