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BETA Technologies (BETA) Institutional Ownership

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$20.57 -1.60 (-7.23%)
Closing price 10/5/2026 03:59 PM Eastern
Extended Trading
$20.84 +0.27 (+1.32%)
As of 06:02 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for BETA Technologies (NYSE:BETA)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$1.95B
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.17M
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BETA Institutional Buying and Selling by Quarter

BETA Technologies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC14,057$235K0.0%N/A0.006%
9/9/2026IFP Advisors Inc1,803$30K0.0%+555.6%0.001%
9/9/2026Squarepoint Ops LLC122,080$2.05M0.0%N/A0.054%
9/8/2026Allworth Financial LP1,786$30K0.0%+257.2%0.001%
9/8/2026Arizona State Retirement System14,957$251K0.0%N/A0.007%
8/27/2026Corient Private Wealth LP151,118$2.53M0.0%+116.0%0.067%
8/6/2026Bank of New York Mellon Corp171,772$2.88M0.0%N/A0.077%
6/3/2026Parallel Advisors LLC3,323$49K0.0%+26.0%0.001%
5/19/2026Bank of America Corp DE348,097$5.12M0.0%+117.2%0.157%
5/18/2026California State Teachers Retirement System1,816$27K0.0%N/A0.001%
5/18/2026Readystate Asset Management LP25,000$368K0.0%+19.0%0.011%
5/18/2026Royal Bank of Canada7,298$108K0.0%-46.7%0.003%
5/16/2026The Manufacturers Life Insurance Company34,186$503K0.0%+246.2%0.015%
5/16/2026Quantinno Capital Management LP75,840$1.12M0.0%N/A0.034%
5/16/2026Masters Capital Management LLC700,000$10.29M0.3%N/A0.315%
5/15/2026Granahan Investment Management LLC431,958$6.35M0.3%-1.5%0.194%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund225,000$3.31M0.0%-53.2%0.101%
5/14/2026Sei Investments Co.13,198$194K0.0%+33.2%0.006%
5/14/2026Walleye Capital LLC82,441$1.21M0.0%+3.6%0.037%
5/7/2026Parallel Advisors LLC3,323$49K0.0%+26.0%0.002%
5/5/2026Wealthfront Advisers LLC17,458$257K0.0%N/A0.008%
5/5/2026Bank of New York Mellon Corp79,032$1.16M0.0%N/A0.036%
4/25/2026Strs Ohio5,800$85K0.0%N/A0.003%
4/24/2026Capricorn Fund Managers Ltd83,696$1.23M0.2%+318.5%0.038%
4/22/2026Pictet Asset Management Holding SA368,870$5.42M0.0%-4.5%0.167%
3/17/2026Rockefeller Capital Management L.P.1,225$35K0.0%N/A0.001%
2/19/2026T. Rowe Price Investment Management Inc.1,252,987$35.35M0.0%N/A0.568%
2/18/2026Zimmer Partners LP75,000$2.12M0.1%N/A0.034%
2/18/2026Symmetry Investments LP45,000$1.27M0.1%N/A0.020%
2/18/2026Quadrature Capital Ltd8,726$246K0.0%N/A0.004%
2/18/2026Readystate Asset Management LP21,000$592K0.0%N/A0.010%
2/18/2026Millennium Management LLC200,657$5.66M0.0%N/A0.091%
2/18/2026Balyasny Asset Management L.P.287,241$8.10M0.0%N/A0.130%
2/18/2026Boothbay Fund Management LLC10,500$296K0.0%N/A0.005%
2/17/2026Schonfeld Strategic Advisors LLC134,349$3.79M0.0%N/A0.061%
2/17/2026Burkehill Global Management LP225,000$6.35M0.4%N/A0.102%
2/17/2026Polar Asset Management Partners Inc.15,000$423K0.0%N/A0.007%
2/17/2026Sandia Investment Management LP905$26K0.1%N/A0.000%
2/17/2026HBK Investments L P100,000$2.82M0.0%N/A0.045%
2/17/2026FIL Ltd459,237$12.96M0.0%N/A0.208%
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2/17/2026Price T Rowe Associates Inc. MD1,116,995$31.51M0.0%N/A0.507%
2/17/2026T. Rowe Price Investment Management Inc.40,036$1.13M0.0%N/A0.018%
2/17/2026Weiss Asset Management LP50,000$1.41M0.0%N/A0.023%
2/17/2026Ghisallo Capital Management LLC250,000$7.05M0.3%N/A0.113%
2/17/2026Adage Capital Partners GP L.L.C.770,689$21.74M0.0%N/A0.349%
2/17/2026State of Wisconsin Investment Board7,425$209K0.0%N/A0.003%
2/17/2026Granahan Investment Management LLC438,351$12.37M0.5%N/A0.199%
2/17/2026Royal Bank of Canada13,702$387K0.0%N/A0.006%
2/16/2026TPG GP A LLC16,395,435$462.52M17.2%N/A7.435%
2/16/2026Verition Fund Management LLC219,360$6.19M0.0%N/A0.099%
2/16/2026Next Century Growth Investors LLC94,526$2.67M0.2%N/A0.043%
2/16/2026Healthcare of Ontario Pension Plan Trust Fund480,309$13.55M0.0%N/A0.218%
2/13/2026Kestra Advisory Services LLC2,493$70K0.0%N/A0.001%
2/13/2026Marshall Wace LLP377,771$10.66M0.0%N/A0.171%
2/13/2026The Manufacturers Life Insurance Company 9,874$277K0.0%N/A0.004%
2/13/2026Soros Fund Management LLC268,520$7.58M0.1%N/A0.122%
2/13/2026Walleye Capital LLC79,608$2.25M0.0%N/A0.036%
2/13/2026Hudson Bay Capital Management LP22,220$627K0.0%N/A0.010%
2/13/2026Alyeska Investment Group L.P.177,867$5.02M0.0%N/A0.081%
2/13/2026Charles Schwab Investment Management Inc.264,732$7.47M0.0%N/A0.120%
2/13/2026State Street Corp133,900$3.78M0.0%N/A0.061%
2/13/2026Corps Capital Advisors LLC8,800$248K0.3%N/A0.004%
2/13/2026Wells Fargo & Company MN7,575$214K0.0%N/A0.003%
2/13/2026HITE Hedge Asset Management LLC612,868$17.29M1.1%N/A0.278%
2/13/2026Cohen & Steers Inc.10,000$282K0.0%N/A0.005%
2/12/2026Federated Hermes Inc.1,075,413$30.34M0.1%N/A0.488%
2/12/2026New York State Common Retirement Fund13,184$372K0.0%N/A0.006%
2/11/2026Axiom Investors LLC DE104,400$2.95M0.0%N/A0.047%
2/11/2026LPL Financial LLC13,190$372K0.0%N/A0.006%
2/11/2026Manchester Capital Management LLC1,340$38K0.0%N/A0.001%
2/11/2026Clearbridge Investments LLC652,335$18.40M0.0%N/A0.296%
2/11/2026Telemark Asset Management LLC200,000$5.64M0.6%N/A0.091%
2/11/2026Parallel Advisors LLC2,638$74K0.0%N/A0.001%
2/10/2026TD Asset Management Inc88,261$2.49M0.0%N/A0.040%
2/10/2026Amazon Com Inc.11,753,896$331.58M9.4%N/A5.330%
2/10/2026Goldman Sachs Group Inc.206,807$5.83M0.0%N/A0.094%
2/10/2026Norges Bank1,470,589$41.49M0.0%N/A0.667%
2/10/2026Seven Grand Managers LLC298,557$8.42M0.6%N/A0.135%
2/9/2026Geode Capital Management LLC330,929$9.34M0.0%N/A0.150%
2/6/2026Kingdom Financial Group LLC.10,518$297K0.1%N/A0.005%
2/5/2026General Electric Co22,862,874$644.96M98.5%N/A10.367%
2/3/2026Mitsubishi UFJ Asset Management Co. Ltd.17,500$478K0.0%N/A0.008%
1/29/2026Renaissance Capital LLC15,949$450K0.3%N/A0.007%
1/29/2026Pictet Asset Management Holding SA386,243$10.90M0.0%N/A0.175%
1/29/2026UBS Group AG189,908$5.36M0.0%N/A0.086%
1/29/2026Vanguard Group Inc.2,732,701$77.09M0.0%N/A1.239%
1/26/2026Clean Yield Group8,324$235K0.1%N/A0.004%
1/23/2026Liberty Street Advisors Inc.999,202$28.19M47.1%N/A0.453%
1/22/2026Massachusetts Financial Services Co. MA225,060$6.35M0.0%N/A0.102%
1/21/2026Capricorn Fund Managers Ltd20,000$564K0.1%N/A0.009%
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1/20/2026Stratos Wealth Partners LTD.12,760$360K0.0%N/A0.006%
1/14/2026Wolff Wiese Magana LLC1,493$42K0.0%N/A0.001%
1/9/2026SG Americas Securities LLC49,144$1.39M0.0%N/A0.022%
1/7/2026Green Alpha Advisors LLC21,373$603K0.6%N/A0.010%


BETA Institutional Ownership - Frequently Asked Questions

During the previous two years, 82 institutional investors and hedge funds held shares of BETA Technologies. The most heavily invested institutionals were General Electric Co ($644.96M), TPG GP A LLC ($462.52M), Amazon Com Inc. ($331.58M), Vanguard Group Inc. ($77.09M), Norges Bank ($41.49M), T. Rowe Price Investment Management Inc. ($35.35M), and Price T Rowe Associates Inc. MD ($31.51M).Learn more on BETA Technologies' institutional investors.

Of the 82 institutional investors that purchased BETA Technologies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: General Electric Co ($22.86M), TPG GP A LLC ($16.40M), Amazon Com Inc. ($11.75M), Vanguard Group Inc. ($2.73M), Norges Bank ($1.47M), T. Rowe Price Investment Management Inc. ($1.29M), and Price T Rowe Associates Inc. MD ($1.12M).

Institutional investors have bought a total of 70,028,551 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

The following institutional investors have sold BETA Technologies stock in the last 24 months: Healthcare of Ontario Pension Plan Trust Fund ($255.31K), Pictet Asset Management Holding SA ($17.37K), Royal Bank of Canada ($6.40K), and Granahan Investment Management LLC ($6.39K).

Institutional investors have sold a total of 285,479 shares in the last 24 months. This volume of shares sold represents approximately $4.17M in transactions.


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Institutional ownership data for NYSE:BETA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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