Beta Technologies Inc. Class ABETA
13F holders, Q2 2026 (June 30)189holders +44
68new positions
26sold out
4famous investors
$16.75avg. 13F price*
At the end of Q2 2026, 189 institutions reported holding Beta Technologies Inc. Class A (BETA) in their 13F filings, up 44 from Q1 2026. 68 opened new positions and 26 sold out. The largest holders were FMR LLC ($558.4M), General Electric Co ($340.2M) and TPG GP A, LLC ($274.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $66.8M |
| Exits | 26 | $20.9M |
All 13F filers, Q1 2026 → Q2 2026: 8,995,646 shares bought and 3,688,908 shares sold, net +5,306,738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| FMR LLC | 0.02% | Add +0.5% | 33,338,140 | $558.4M |
| General Electric Co | 92.23% | No change | 20,310,407 | $340.2M |
| TPG GP A, LLC | 5.88% | No change | 16,395,435 | $274.6M |
| Amazon Com Inc. | 4.45% | No change | 11,753,896 | $196.9M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 2,930,242 | $49.1M |
| State Street Corp. | 0.00% | Add +22.6% | 2,576,444 | $43.2M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +4.6% | 2,272,421 | $38.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +40.6% | 1,895,677 | $31.8M |
| HITE Hedge Asset Management LLC | 1.74% | Reduce -0.3% | 1,892,275 | $31.7M |
| Vanguard Capital Management LLC | 0.00% | Add +30.2% | 1,820,798 | $30.5M |
| Empire Life Investments Inc. | 1.25% | New | 1,337,839 | $22.4M |
| Norges Bank | 0.00% | — | 1,249,598 | $20.9M |
| Masters Capital Management LLC | 2.42% | Add +46.9% | 1,028,200 | $17.2M |
| Liberty Street Advisors, Inc. | 3.30% | No change | 999,202 | $16.7M |
| Millennium Management | 0.01% | Add +1757.0% | 971,297 | $16.3M |
| Clearbridge Investments, LLC | 0.01% | Add +22.8% | 890,249 | $14.9M |
| Citadel Advisors | 0.01% | Add +4.6% | 872,324 | $14.6M |
| Geode Capital Management, LLC | 0.00% | Add +6.8% | 795,558 | $13.3M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -57.5% | 672,505 | $11.3M |
| Morgan Stanley | 0.00% | Add +39.9% | 562,634 | $9.4M |
| Invesco Ltd. | 0.00% | Add +8.5% | 478,671 | $8.0M |
| Bank of America Corp. | 0.00% | Add +26.4% | 440,151 | $7.4M |
| UBS Group AG | 0.00% | Add +58.5% | 428,900 | $7.2M |
| Granahan Investment Management, LLC | 0.25% | Reduce -2.2% | 422,493 | $7.1M |
| AQR Capital Management | 0.00% | New | 416,227 | $7.0M |
| Pictet Asset Management Holding SA | 0.01% | Add +7.8% | 397,816 | $6.7M |
| Segall Bryant & Hamill, LLC | 0.07% | New | 360,845 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.2% | 329,320 | $5.5M |
| Marino Management, LLC | 1.10% | No change | 313,992 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +34.3% | 306,997 | $5.1M |
| Seven Grand Managers, LLC | 0.20% | Add +0.5% | 300,000 | $5.0M |
| Gilder Gagnon Howe & Co. LLC | 0.05% | Reduce -31.2% | 263,765 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.5% | 258,109 | $4.3M |
| Burkehill Global Management, LP | 0.14% | No change | 225,000 | $3.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | No change | 225,000 | $3.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +5.8% | 220,726 | $3.7M |
| Alyeska Investment Group, L.P. | 0.01% | No change | 177,867 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Add +117.3% | 171,772 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +119.1% | 166,153 | $2.8M |
| Nuveen, LLC | 0.00% | Add +310.0% | 164,883 | $2.8M |
| Marshall Wace, LLP | 0.00% | Add +703.8% | 161,119 | $2.7M |
| Corient Private Wealth LP | 0.00% | Add +116.0% | 151,118 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -32.0% | 135,874 | $2.3M |
| Aureus Asset Management, LLC | 0.13% | New | 131,594 | $2.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +72.8% | 124,800 | $2.1M |
| Squarepoint Ops LLC | 0.00% | New | 122,080 | $2.0M |
| Weiss Asset Management LP | 0.03% | New | 118,364 | $2.0M |
| Holocene Advisors, LP | 0.00% | New | 118,148 | $2.0M |
| Trexquant Investment LP | 0.01% | New | 116,150 | $1.9M |
| Swiss National Bank | 0.00% | New | 108,800 | $1.8M |
| Corps Capital Advisors, LLC | 1.38% | Add +635.2% | 101,752 | $1.7M |
| Ghisallo Capital Management LLC | 0.04% | Reduce -60.0% | 100,000 | $1.7M |
| SCS Capital Management LLC | 0.02% | New | 98,240 | $1.6M |
| Sora Investors LLC | 0.11% | New | 86,000 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | New | 80,131 | $1.3M |
| Capricorn Fund Managers Ltd | 0.10% | Reduce -7.3% | 77,550 | $1.3M |
| TD Asset Management Inc | 0.00% | Add +4.6% | 76,300 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +3314.9% | 62,015 | $1.0M |
| Renaissance Technologies | 0.00% | New | 59,700 | $1000K |
| Ameriprise Financial Inc. | 0.00% | New | 57,952 | $971K |
| Citigroup Inc. | 0.00% | Add +153.1% | 54,926 | $920K |
| Wells Fargo & Company | 0.00% | Add +99.5% | 48,692 | $816K |
| T. Rowe Price Associates Inc. | 0.00% | Add +23.9% | 48,585 | $814K |
| Ieq Capital, LLC | 0.00% | New | 47,129 | $789K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 44,597 | $747K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +30.3% | 44,549 | $746K |
| Rhumbline Advisers | 0.00% | Add +44.7% | 43,749 | $733K |
| SG Americas Securities, LLC | 0.00% | New | 43,099 | $722K |
| Alliancebernstein L.P. | 0.00% | Add +173.8% | 48,690 | $716K |
| BNP Paribas Financial Markets | 0.00% | Add +52.8% | 42,634 | $714K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | New | 38,585 | $646K |
| Mariner, LLC | 0.00% | New | 38,063 | $638K |
| Pathstone Holdings, LLC | 0.00% | Add +127.0% | 37,788 | $634K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 37,680 | $631K |
| Raymond James Financial Inc. | 0.00% | Add +24.9% | 36,464 | $611K |
| First Foundation Advisors | 0.02% | No change | 35,650 | $597K |
| Deutsche Bank AG | 0.00% | Add +41.5% | 34,486 | $578K |
| Jump Financial, LLC | 0.01% | Reduce -72.5% | 34,323 | $575K |
| Advisory Services Network, LLC | 0.01% | New | 33,345 | $559K |
| Composition Wealth, LLC | 0.01% | New | 32,474 | $544K |
| Legal & General Group Plc | 0.00% | Add +1008.9% | 32,291 | $541K |
| IMC-Chicago, LLC | 0.01% | New | 32,184 | $539K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 31,364 | $525K |
| Federated Hermes, Inc. | 0.00% | Reduce -96.5% | 29,841 | $500K |
| Moody National Bank Trust Division | 0.04% | No change | 26,587 | $445K |
| Aquatic Capital Management LLC | 0.02% | New | 26,533 | $444K |
| Simplex Trading, LLC | 0.01% | Add +396.8% | 26,132 | $438K |
| Vident Advisory, LLC | 0.00% | New | 25,683 | $430K |
| Woodline Partners LP | 0.00% | Reduce -50.0% | 25,000 | $419K |
| Mercer Global Advisors Inc. | 0.00% | New | 24,808 | $416K |
| LPL Financial LLC | 0.00% | Add +21.2% | 24,679 | $413K |
| Jupiter Topco LLC | 0.00% | — | 23,300 | $390K |
| Sowell Financial Services LLC | 0.01% | Add +94.5% | 21,827 | $366K |
| State of Wisconsin Investment Board | 0.00% | Add +36.9% | 21,426 | $359K |
| Green Alpha Advisors, LLC | 0.24% | Add +1.3% | 21,346 | $358K |
| MetLife Investment Management, LLC | 0.00% | No change | 18,643 | $312K |
| SummitTX Capital, L.P. | 0.01% | New | 18,362 | $308K |
| Wealthfront Advisers LLC | 0.00% | Add +2.9% | 17,958 | $301K |
| Kingsview Wealth Management, LLC | 0.00% | New | 17,170 | $288K |
| Renaissance Capital LLC | 0.16% | Add +7.5% | 16,871 | $283K |
| State of Wyoming | 0.03% | New | 16,437 | $275K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,415 | $273K |
| Evercore Wealth Management, LLC | 0.00% | New | 15,691 | $263K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.0% | 15,600 | $261K |
| Los Angeles Capital Management LLC | 0.00% | New | 15,077 | $253K |
| Arizona State Retirement System | 0.00% | New | 14,957 | $251K |
| Cresset Asset Management, LLC | 0.00% | New | 14,719 | $247K |
| J. Derek Lewis & Associates Inc. | 0.05% | New | 14,600 | $245K |
| Integrated Wealth Concepts LLC | 0.00% | New | 14,057 | $235K |
| Vanguard Investments Australia, Ltd. | 0.00% | New | 13,754 | $230K |
| Cerity Partners LLC | 0.00% | New | 13,162 | $220K |
| Victory Capital Management Inc. | 0.00% | New | 13,089 | $219K |
| Bank Hapoalim BM | 0.01% | New | 13,000 | $218K |
| Stifel Financial Corp. | 0.00% | New | 12,631 | $212K |
| Russell Investments Group, Ltd. | 0.00% | Add +395.6% | 12,439 | $208K |
| KLP Kapitalforvaltning As | 0.00% | New | 12,300 | $206K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,218 | $205K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 12,099 | $203K |
| Creative Planning | 0.00% | New | 12,007 | $201K |
| Advisors Capital Management, LLC | 0.00% | New | 11,894 | $199K |
| Sei Investments Co. | 0.00% | Reduce -14.3% | 11,317 | $190K |
| Allstate Corp. | 0.00% | New | 10,999 | $184K |
| Bessemer Group Inc. | 0.00% | New | 10,638 | $178K |
| New York State Common Retirement Fund | 0.00% | No change | 10,400 | $174K |
| Brevan Howard Capital Management LP | 0.00% | New | 10,335 | $173K |
| Captrust Financial Advisors | 0.00% | New | 10,037 | $168K |
| Bollard Group LLC | 0.01% | Add +553.2% | 9,798 | $164K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 9,258 | $155K |
| Barclays PLC | 0.00% | Reduce -85.0% | 9,201 | $154K |
| Clean Yield Group | 0.03% | No change | 8,324 | $139K |
| Osaic Holdings, Inc. | 0.00% | Add +96.7% | 7,793 | $131K |
| Royal Bank of Canada | 0.00% | Reduce -31.0% | 5,033 | $84K |
| Parallel Advisors, LLC | 0.00% | Add +7.5% | 3,573 | $60K |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 3,290 | $55K |
| Centerpoint Advisors, LLC | 0.01% | Add +26.4% | 2,870 | $48K |
| Arax Advisory Partners | 0.00% | Add +1565.3% | 2,781 | $47K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,722 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 2,269 | $39K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -58.2% | 2,025 | $34K |
| IFP Advisors, Inc | 0.00% | Add +555.6% | 1,803 | $30K |
| Allworth Financial LP | 0.00% | Add +257.2% | 1,786 | $30K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.3% | 1,774 | $30K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,493 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +93.0% | 1,438 | $24K |
| Manchester Capital Management LLC | 0.00% | No change | 1,340 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +89.5% | 1,232 | $21K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 1,200 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 1,135 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,056 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +43.3% | 947 | $16K |
| Addison Advisors LLC | 0.01% | Add +7.5% | 900 | $15K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 859 | $14K |
| Fifth Third Bancorp | 0.00% | Add +455.2% | 855 | $14K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 724 | $12K |
| Rialto Wealth Management, LLC | 0.00% | No change | 600 | $10K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -33.5% | 544 | $9K |
| Kemnay Advisory Services Inc. | 0.00% | New | 529 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -4.8% | 518 | $9K |
| Global Retirement Partners, LLC | 0.00% | — | 500 | $8K |
| Community Financial Services Group, LLC | 0.00% | Reduce -17.6% | 469 | $8K |
| Avion Wealth | 0.00% | No change | 500 | $8K |
| Rothschild Investment LLC | 0.00% | New | 475 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 400 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +93.6% | 302 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 300 | $5K |
| Bogart Wealth, LLC | 0.00% | No change | 300 | $5K |
| National Bank of Canada | 0.00% | Add +6.5% | 245 | $4K |
| GAMMA Investing LLC | 0.00% | New | 236 | $4K |
| US Bancorp \de | 0.00% | No change | 221 | $4K |
| True Wealth Design, LLC | 0.00% | New | 200 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +10.6% | 167 | $3K |
| Essential Partners LLC | 0.00% | New | 154 | $3K |
| Adirondack Trust Co. | 0.00% | No change | 141 | $2K |
| Versant Capital Management, Inc | 0.00% | New | 70 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 62 | $1K |
| Covestor Ltd | 0.00% | New | 43 | $1K |
| Roble, Belko & Company, Inc | 0.00% | New | 48 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 50 | $838 |
| SJS Investment Consulting Inc. | 0.00% | Add +422.2% | 47 | $788 |
| SHP Wealth Management | 0.00% | Add +135.0% | 47 | $787 |
| Horizon Financial Services, LLC | 0.00% | No change | 33 | $553 |
| HM Payson & Co. | 0.00% | No change | 30 | $503 |
| IMA Advisory Services, Inc. | 0.00% | New | 30 | $503 |
| Investors Portfolio Services LLC | 0.00% | New | 25 | $419 |
| JPL Wealth Management, LLC | 0.00% | New | 19 | $319 |
| Clearstead Advisors, LLC | 0.00% | New | 16 | $269 |
| Cornerstone Financial Management LLC | 0.00% | No change | 16 | $268 |
| Huntington National Bank | 0.00% | No change | 12 | $201 |
| WPG Advisers, LLC | 0.00% | Reduce -97.6% | 3 | $50 |
"% 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.