Who owns BETA?
Institutional ownership of Beta Technologies Inc. from Form 13F, Q2 2026
189 institutional managers reported holding Beta Technologies Inc. (BETA) in Form 13F filings for Q2 2026, with 114,462,831 shares worth $1.9B. The largest reported holder was FMR LLC. Managers that filed both quarters added a net 6,556,103 shares (+6.1%). 69 opened new positions and 27 sold out.
- Funds holding
- 189
- Value held
- $1.9B
- New / sold out
- 69 / 27
- Net shares, same filers
- +6.1%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of BETA
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| FMR LLC | $558M | 29.1% | 33,338,140 | Added |
| General Electric Co | $340M | 17.7% | 20,310,407 | Unchanged |
| TPG GP A, LLC | $275M | 14.3% | 16,395,435 | Unchanged |
| Amazon Com Inc | $197M | 10.3% | 11,753,896 | Unchanged |
| BlackRock, Inc. | $49.1M | 2.6% | 2,930,242 | Added |
| State Street Corp | $43.2M | 2.3% | 2,576,444 | Added |
| T. Rowe Price Investment Management, Inc. | $38.1M | 2.0% | 2,272,421 | Added |
| Vanguard Portfolio Management LLC | $31.8M | 1.7% | 1,895,677 | Added |
| HITE Hedge Asset Management LLC | $31.7M | 1.7% | 1,892,275 | Trimmed |
| Vanguard Capital Management LLC | $30.5M | 1.6% | 1,820,798 | Added |
| Empire Life Investments Inc. | $22.4M | 1.2% | 1,337,839 | New |
| Norges Bank | $20.9M | 1.1% | 1,249,598 | New |
| Masters Capital Management LLC | $17.2M | 0.9% | 1,028,200 | Added |
| Liberty Street Advisors, Inc. | $16.7M | 0.9% | 999,202 | Unchanged |
| Millennium Management LLC | $16.3M | 0.8% | 971,297 | Added |
| Clearbridge Investments, LLC | $14.9M | 0.8% | 890,249 | Added |
| Citadel Advisors LLC | $14.6M | 0.8% | 872,324 | Added |
| Geode Capital Management, LLC | $13.3M | 0.7% | 795,558 | Added |
| Adage Capital Partners GP, L.l.c. | $11.3M | 0.6% | 672,505 | Trimmed |
| Morgan Stanley | $9.4M | 0.5% | 562,634 | Added |
| Invesco Ltd. | $8.0M | 0.4% | 478,671 | Added |
| Bank of America Corp | $7.4M | 0.4% | 440,151 | Added |
| UBS Group AG | $7.2M | 0.4% | 428,900 | Added |
| Granahan Investment Management, LLC | $7.1M | 0.4% | 422,493 | Trimmed |
| AQR Capital Management LLC | $7.0M | 0.4% | 416,227 | New |
Share of 13F holdings is each fund's shares as a share of the 114,462,831 BETA shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Empire Life Investments Inc. New+$22.4M
- Norges Bank New+$20.9M
- Millennium Management LLC Added+$15.4M
- Vanguard Portfolio Management LLC Added+$9.2M
- State Street Corp Added+$8.0M
- Vanguard Capital Management LLC Added+$7.1M
- AQR Capital Management LLC New+$7.0M
- Segall Bryant & Hamill, LLC New+$6.0M
- Masters Capital Management LLC Added+$5.5M
- Clearbridge Investments, LLC Added+$2.8M
Biggest sellers in Q2 2026
- Adage Capital Partners GP, L.l.c. Trimmed-$15.3M
- Federated Hermes, Inc. Trimmed-$13.6M
- Massachusetts Financial Services Co Sold out-$3.3M
- Two Sigma Investments, LP Sold out-$3.1M
- LMR Partners LLP Sold out-$3.0M
- Ghisallo Capital Management LLC Trimmed-$2.5M
- Gilder Gagnon Howe & Co LLC Trimmed-$2.0M
- Axiom Investors LLC Sold out-$1.9M
- Cinctive Capital Management LP Sold out-$1.8M
- Jump Financial, LLC Trimmed-$1.5M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $172M and sold $58.9M; 67 added and 19 trimmed.
Schedule 13D and 13G filings on BETA
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2026-02-14ABELE JOHN E SCHEDULE 13G filed by Beta Technologies Inc.Schedule 13G
- 2026-02-14DAVIS CHARLES A SCHEDULE 13G filed by Beta Technologies Inc.Schedule 13G
- 2026-02-10AMAZON COM INC SCHEDULE 13G filed by Beta Technologies Inc.Schedule 13G
- 2025-12-05FMR LLC SCHEDULE 13G filed by Beta Technologies Inc.Schedule 13G
Questions about BETA ownership
- Who owns BETA stock?
- 189 institutional investment managers reported BETA positions in their Form 13F filings for Q2 2026, holding 114,462,831 shares worth $1.9B in total. FMR LLC reported the largest position.
- Are funds buying or selling BETA?
- In Q2 2026, 69 managers opened new BETA positions, 67 added, 19 trimmed and 27 sold out. Managers that filed in both quarters added a net 6,556,103 shares.
- How current is this BETA institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to BETA by CUSIP. Options are left out. BETA news and filings · BETA insider trades · Top funds