Beta Technologies Inc. Class ABETA
13F holders, Q1 2026 (March 31)145holders +8
44new positions
34sold out
2famous investors
$14.70avg. 13F price*
At the end of Q1 2026, 145 institutions reported holding Beta Technologies Inc. Class A (BETA) in their 13F filings, up 8 from Q4 2025. 44 opened new positions and 34 sold out. The largest holders were FMR LLC ($487.9M), General Electric Co ($298.6M) and TPG GP A, LLC ($241.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Beta Technologies Inc. Class A
- CUSIP
- 086921103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $36.1M |
| Exits | 34 | $92.3M |
All 13F filers, Q4 2025 → Q1 2026: 9,307,876 shares bought and 10,875,087 shares sold, net −1,567,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| FMR LLC | 0.03% | Add +0.3% | 33,187,390 | $487.9M |
| General Electric Co | 96.86% | Reduce -11.2% | 20,310,407 | $298.6M |
| TPG GP A, LLC | 7.05% | No change | 16,395,435 | $241.0M |
| Amazon Com Inc. | 6.57% | No change | 11,753,896 | $172.8M |
| BlackRock, Inc. | 0.00% | Add +6.2% | 2,776,801 | $40.8M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +73.3% | 2,171,855 | $31.9M |
| State Street Corp. | 0.00% | Add +1469.1% | 2,101,004 | $30.9M |
| HITE Hedge Asset Management LLC | 1.58% | Add +209.8% | 1,898,559 | $27.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +105.5% | 1,583,594 | $23.3M |
| Vanguard Capital Management LLC | 0.00% | — | 1,398,059 | $20.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,348,096 | $19.8M |
| Liberty Street Advisors, Inc. | 35.45% | No change | 999,202 | $14.7M |
| Federated Hermes, Inc. | 0.02% | Reduce -21.6% | 843,713 | $12.4M |
| Citadel Advisors | 0.01% | Reduce -18.7% | 833,927 | $12.3M |
| Geode Capital Management, LLC | 0.00% | Add +125.2% | 745,190 | $11.0M |
| Clearbridge Investments, LLC | 0.01% | Add +11.1% | 724,873 | $10.7M |
| Masters Capital Management LLC | 1.52% | New | 700,000 | $10.3M |
| Invesco Ltd. | 0.00% | New | 441,157 | $6.5M |
| Granahan Investment Management, LLC | 0.31% | Reduce -1.5% | 431,958 | $6.3M |
| Morgan Stanley | 0.00% | Add +155.4% | 402,052 | $5.9M |
| Gilder Gagnon Howe & Co. LLC | 0.07% | Reduce -38.0% | 383,254 | $5.6M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.5% | 368,870 | $5.4M |
| Bank of America Corp. | 0.00% | Add +117.2% | 348,097 | $5.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +28.5% | 340,186 | $5.0M |
| Marino Management, LLC | 0.84% | New | 313,992 | $4.6M |
| Seven Grand Managers, LLC | 0.29% | No change | 298,557 | $4.4M |
| UBS Group AG | 0.00% | Add +42.5% | 270,683 | $4.0M |
| Ghisallo Capital Management LLC | 0.10% | No change | 250,000 | $3.7M |
| Massachusetts Financial Services Co. | 0.00% | Add +0.0% | 225,076 | $3.3M |
| Burkehill Global Management, LP | 0.17% | No change | 225,000 | $3.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Reduce -53.2% | 225,000 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +98.2% | 228,535 | $3.1M |
| Two Sigma Investments, LP | 0.00% | Add +232.7% | 210,987 | $3.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 208,606 | $3.1M |
| LMR Partners LLP | 0.04% | No change | 200,968 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +6.3% | 199,887 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.5% | 185,093 | $2.7M |
| Alyeska Investment Group, L.P. | 0.01% | No change | 177,867 | $2.6M |
| Axiom Investors LLC | 0.02% | Add +25.9% | 131,445 | $1.9M |
| Jump Financial, LLC | 0.03% | New | 124,900 | $1.8M |
| Cinctive Capital Management LP | 0.12% | New | 122,878 | $1.8M |
| HBK Investments L P | 0.02% | No change | 100,000 | $1.5M |
| Longaeva Partners L.P. | 0.07% | Reduce -72.6% | 95,925 | $1.4M |
| Capricorn Fund Managers Ltd | 0.19% | Add +318.5% | 83,696 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +3.6% | 82,441 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | New | 79,032 | $1.2M |
| Quantinno Capital Management LP | 0.00% | New | 75,840 | $1.1M |
| TD Asset Management Inc | 0.00% | Reduce -17.4% | 72,918 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +312.6% | 72,200 | $1.1M |
| Corient Private Wealth LP | 0.00% | New | 69,968 | $1.0M |
| Barclays PLC | 0.00% | New | 61,300 | $901K |
| XTX Topco Ltd | 0.02% | New | 60,068 | $883K |
| Millennium Management | 0.00% | Reduce -73.9% | 52,304 | $769K |
| Woodline Partners LP | 0.00% | No change | 50,000 | $735K |
| Nuveen, LLC | 0.00% | New | 40,214 | $591K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -70.4% | 39,720 | $584K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -96.5% | 39,216 | $577K |
| Axq Capital, LP | 0.07% | New | 38,471 | $566K |
| First Foundation Advisors | 0.02% | New | 35,650 | $524K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +246.2% | 34,186 | $503K |
| Alliancebernstein L.P. | 0.00% | Reduce -99.2% | 17,780 | $502K |
| Rhumbline Advisers | 0.00% | New | 30,233 | $444K |
| Raymond James Financial Inc. | 0.00% | Add +78.5% | 29,191 | $429K |
| BNP Paribas Financial Markets | 0.00% | New | 27,900 | $410K |
| Moody National Bank Trust Division | 0.04% | New | 26,587 | $391K |
| Readystate Asset Management LP | 0.04% | Add +19.1% | 25,000 | $368K |
| Wells Fargo & Company | 0.00% | Add +222.2% | 24,405 | $359K |
| Deutsche Bank AG | 0.00% | New | 24,364 | $358K |
| Citigroup Inc. | 0.00% | New | 21,701 | $319K |
| Green Alpha Advisors, LLC | 0.30% | Reduce -1.4% | 21,072 | $310K |
| Quantbot Technologies LP | 0.01% | New | 20,583 | $303K |
| LPL Financial LLC | 0.00% | Add +54.4% | 20,362 | $299K |
| Marshall Wace, LLP | 0.00% | Reduce -94.7% | 20,044 | $295K |
| MetLife Investment Management, LLC | 0.00% | New | 18,643 | $274K |
| Wealthfront Advisers LLC | 0.00% | New | 17,458 | $257K |
| Centiva Capital, LP | 0.01% | New | 17,145 | $252K |
| Renaissance Capital LLC | 0.18% | Reduce -1.6% | 15,695 | $250K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.2% | 16,650 | $245K |
| Man Group plc | 0.00% | New | 15,723 | $231K |
| State of Wisconsin Investment Board | 0.00% | Add +110.8% | 15,651 | $230K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 15,601 | $229K |
| Boothbay Fund Management, LLC | 0.01% | Add +40.0% | 14,696 | $216K |
| Corps Capital Advisors, LLC | 0.18% | Add +57.3% | 13,840 | $203K |
| Sei Investments Co. | 0.00% | Add +33.1% | 13,198 | $194K |
| IPG Investment Advisors LLC | 0.03% | New | 13,050 | $192K |
| Vanguard Global Advisers, LLC | 0.00% | — | 12,099 | $178K |
| Sowell Financial Services LLC | 0.01% | New | 11,222 | $165K |
| New York State Common Retirement Fund | 0.00% | Reduce -21.1% | 10,400 | $153K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | New | 9,258 | $136K |
| Clean Yield Group | 0.03% | No change | 8,324 | $122K |
| Royal Bank of Canada | 0.00% | Reduce -46.7% | 7,298 | $108K |
| STRS Ohio | 0.00% | New | 5,800 | $85K |
| Simplex Trading, LLC | 0.00% | Add +334.4% | 5,260 | $77K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 4,849 | $71K |
| Osaic Holdings, Inc. | 0.00% | Add +10.7% | 3,962 | $58K |
| Parallel Advisors, LLC | 0.00% | Add +26.0% | 3,323 | $49K |
| Legal & General Group Plc | 0.00% | Reduce -62.8% | 2,912 | $43K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 2,722 | $40K |
| Russell Investments Group, Ltd. | 0.00% | New | 2,510 | $37K |
| Jones Financial Companies LLLP | 0.00% | New | 2,360 | $33K |
| Centerpoint Advisors, LLC | 0.01% | Add +41.9% | 2,270 | $33K |
| Group One Trading LLC | 0.00% | Add +161.4% | 1,830 | $27K |
| California State Teachers Retirement System | 0.00% | New | 1,816 | $27K |
| Cwm, LLC | 0.00% | Add +435.8% | 1,527 | $22K |
| Bollard Group LLC | 0.00% | New | 1,500 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,493 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | Add +19.4% | 1,463 | $22K |
| Manchester Capital Management LLC | 0.00% | No change | 1,340 | $20K |
| Mascoma Wealth Management LLC | 0.00% | Add +233.8% | 1,135 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1785.7% | 1,056 | $16K |
| Addison Advisors LLC | 0.00% | Add +8.8% | 837 | $12K |
| SBI Securities Co., Ltd. | 0.00% | Add +133.7% | 818 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +403.4% | 745 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +106.3% | 650 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Add +149.4% | 661 | $10K |
| Rialto Wealth Management, LLC | 0.00% | No change | 600 | $9K |
| Community Financial Services Group, LLC | 0.00% | New | 569 | $9K |
| Sterling Capital Management LLC | 0.00% | New | 544 | $8K |
| Allworth Financial LP | 0.00% | New | 500 | $7K |
| Avion Wealth | 0.00% | Add +509.8% | 500 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | Add +100.0% | 400 | $6K |
| Team Financial Group, LLC | 0.00% | New | 300 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $4K |
| IFP Advisors, Inc | 0.00% | No change | 275 | $4K |
| National Bank of Canada | 0.00% | Reduce -8.0% | 230 | $3K |
| US Bancorp \de | 0.00% | Reduce -88.8% | 221 | $3K |
| Arax Advisory Partners | 0.00% | New | 167 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 156 | $2K |
| Fifth Third Bancorp | 0.00% | New | 154 | $2K |
| Harbour Investments, Inc. | 0.00% | New | 151 | $2K |
| Adirondack Trust Co. | 0.00% | No change | 141 | $2K |
| WPG Advisers, LLC | 0.00% | Add +746.7% | 127 | $2K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 100 | $1K |
| Ascentis Independent Advisors | 0.00% | New | 100 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 100 | $1K |
| Rachor Investment Advisory Services, LLC | 0.00% | Reduce -66.8% | 59 | $868 |
| North Star Investment Management Corp. | 0.00% | Reduce -63.5% | 50 | $735 |
| Horizon Financial Services, LLC | 0.00% | No change | 33 | $485 |
| Bernard Wealth Management Corp. | 0.00% | No change | 30 | $441 |
| HM Payson & Co. | 0.00% | Reduce -36.2% | 30 | $441 |
| SHP Wealth Management | 0.00% | No change | 20 | $294 |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -66.0% | 18 | $265 |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $235 |
| Huntington National Bank | 0.00% | New | 12 | $176 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -77.5% | 9 | $133 |
"% of holder's portfolio" is BETA's weight in each manager's 13F, not the share of Beta Technologies Inc. Class A the manager owns.