BETA Institutional Ownership
Who owns BETA Technologies, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 189 funds reported holding BETA at Jun 30, 2026.
- ▲136 buying vs 45 selling
- ▲Shares held by funds +6.1%
- ▲Funds holding +44
- ▲Superinvestors: 3 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
3 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 189 | 145 | +30.3% |
| In funds' top 10 | 5 | 5 | 0.0% |
| 13F shares | 114M | 108M | +6.1% |
| Held by funds | – | – | – |
| New positions | 69 | 44 | +56.8% |
| Increased | 67 | 45 | +48.9% |
| Reduced | 19 | 28 | −32.1% |
| Sold out | 26 | 35 | −25.7% |
| Calls (shares) | 0 | 70K | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in BETA
All superinvestors →
Who owns BETA
share of fund held shares- Index and passive funds9.7%
- Active managers and hedge funds86.2%
- Banks and brokers2.6%
- Pensions, insurers and other1.5%
The top 10 holders own 83.2% of all BETA shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
43 funds changed their position- Cliftonlarsonallen Wealth Advisors, LLCNew+131K sh
- Creative PlanningAdded+75K sh
- Capricorn Fund Managers LtdSold out−78K sh
- Y-Intercept (Hong Kong) LtdSold out−38K sh
- Inspire Investing, LLCNew+28K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fmr LLC | – | 33.3M | $558M | +151K |
| 2 | General Electric Co | – | 20.3M | $340M | 0 |
| 3 | Tpg GP A, LLC | – | 16.4M | $275M | 0 |
| 4 | Amazon Com Inc | – | 11.8M | $197M | 0 |
| 5 | BlackRock, Inc. | – | 2.9M | $49.1M | +153K |
| 6 | State Street Corp | – | 2.6M | $43.2M | +475K |
| 7 | T. Rowe Price Investment Management, Inc. | – | 2.3M | $38.1M | +101K |
| 8 | Vanguard Portfolio Management LLC | – | 1.9M | $31.8M | +548K |
| 9 | HITE Hedge Asset Management LLC | – | 1.9M | $31.7M | −6,284 |
| 10 | Vanguard Capital Management LLC | – | 1.8M | $30.5M | +423K |
- Empire Life Investments Inc.+1.3M sh+$22.4M
- Norges Bank+1.2M sh+$20.9M
- Millennium Management LLC+919K sh+$15.4M
- Vanguard Portfolio Management LLC+548K sh+$9.2M
- State Street Corp+475K sh+$8M
- Vanguard Capital Management LLC+423K sh+$7.1M
- AQR Capital Management LLC+416K sh+$7M
- Segall Bryant & Hamill, LLC+361K sh+$6M
- Adage Capital Partners Gp, L.l.c.−911K sh−$15.3M
- Federated Hermes, Inc.−814K sh−$13.6M
- Massachusetts Financial Services Co /ma/−225K sh−$3.3M
- Two Sigma Investments, LP−211K sh−$3.1M
- LMR Partners LLP−201K sh−$3M
- Ghisallo Capital Management LLC−150K sh−$2.5M
- Gilder Gagnon Howe & Co LLC−119K sh−$2M
- Axiom Investors LLC /de−131K sh−$1.9M
BETA institutional ownership FAQ
Who owns the most BETA stock?
In Q2 2026 13F filings the largest holder of BETA was Fmr LLC, followed by General Electric Co and Tpg GP A, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of BETA is owned by institutions?
189 funds reported holding 114M BETA shares at Jun 30, 2026.
Are hedge funds buying BETA?
In Q2 2026, 136 funds bought BETA (69 of them new positions) and 45 sold (26 sold out completely). Among well known investors, 3 added and 0 cut. Our fund sentiment for BETA is strongly bullish.
What is BETA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this BETA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.