BETA Technologies BETA Institutional Ownership

NYSE BETA

$18.00 -0.03 (-0.17%)

As of: Oct 19, 2026 · 3:59 PM EDT

As of the 13F quarter ended Jun 30, 2026, 187 institutions held 48.94% of BETA Technologies (BETA) shares outstanding. Versus the prior quarter, institutional ownership was up 2.00 percentage points, the holder count rose by 41 and shares held were up 6.08%. The largest holder is FMR LLC with 33.34Mn shares (14.26% of outstanding).

Updated Oct 11, 2026 BETA Technologies (BETA) stock price and overview

Institutions by Trading Activity

187 Institutions

Increased 136 72.7%

Unchanged 31 16.6%

Reduced 20 10.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

48.94%

▲+2.00 pp QoQ

Shares Held by Institutions

114.45Mn

of 233.85Mn outstanding

▲+6.08% QoQ

Shares Outstanding

233.85Mn

119.40Mn held outside 13F filers

Institutional Investors

187

filed 13F for Jun 2026

▲+41 vs prior quarter

Net Shares Added (QoQ)

+6.56Mn

accumulated since last quarter

Value of Holdings

$2.15Bn

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

Updated Oct 11, 2026

BETA Technologies, Inc. (NYSE:BETA) was held by 187 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Together they owned 48.94% of the outstanding stock in Q2 2026, up from 46.95% a quarter earlier.
Total shares held in BETA Technologies rose 6.08% from Q1 2026.
Looking at the 187 holders of BETA individually, 136 added to their positions, 20 reduced their stakes and 31 left their positions unchanged.
Altogether, institutional holders owned 114.45Mn BETA shares at the end of Q2 2026, up 6.56Mn from the prior quarter.
FMR LLC held the largest position in BETA at 33.34Mn shares as of June 30, 2026, or 14.26% of shares outstanding.
The largest position increases in BETA for Q2 2026 were by Millennium Management LLC (+918.99K shares), Vanguard Portfolio Management LLC (+547.58K shares), State Street Corp (+475.44K shares), Vanguard Capital Management LLC (+422.74K shares) and Masters Capital Management LLC (+328.2K shares).
On the other side, among holders that kept a position in BETA Technologies, the largest reductions in Q2 2026 came from Adage Capital Partners GP, L.L.C. (-911.09K shares), Federated Hermes, Inc. (-813.87K shares), Ghisallo Capital Management LLC (-150K shares), Gilder Gagnon Howe & Co LLC (-119.49K shares) and Jump Financial, LLC (-90.58K shares).
According to Business Quant data, the leading holders of BETA for Q2 2026 were FMR LLC (33.34Mn shares), General Electric Co (20.31Mn shares), TPG GP A, LLC (16.4Mn shares), Amazon.com Inc (11.75Mn shares), BlackRock, Inc. (2.93Mn shares), State Street Corp (2.58Mn shares), T. Rowe Price Investment Management, Inc. (2.27Mn shares), Vanguard Portfolio Management LLC (1.9Mn shares), HITE Hedge Asset Management LLC (1.89Mn shares) and Vanguard Capital Management LLC (1.82Mn shares).

Form 13F Holdings

187 Institutional Holders

Report period 30 Jun, 2026

Total shares held 114.45Mn

Of outstanding 48.94%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	FMR LLC	0000315066	33,338,140	14.26%	▲150,750	+0.45%	$558.41Mn
2	General Electric Co	0000040545	20,310,407	8.69%	0	0.00%	$340.20Mn
3	TPG GP A, LLC	0001903793	16,395,435	7.01%	0	0.00%	$274.62Mn
4	Amazon Com Inc	0001018724	11,753,896	5.03%	0	0.00%	$196.88Mn
5	BlackRock, Inc.	0002012383	2,930,242	1.25%	▲153,441	+5.53%	$49.08Mn
6	State Street Corp	0000093751	2,576,444	1.10%	▲475,440	+22.63%	$43.16Mn
7	T. Rowe Price Investment Management, Inc.	0001897612	2,272,421	0.97%	▲100,566	+4.63%	$38.06K
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,895,677	0.81%	▲547,581	+40.62%	$31.75Mn
9	HITE Hedge Asset Management LLC	0001568939	1,892,275	0.81%	▼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	0.57%	▲1,337,839	0.00%	$22.41Mn
12	NORGES BANK	0001374170	1,249,598	0.53%	▲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	0.37%	▲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 187 holders