BETA TECHNOLOGIES INC -CL A (BETA) Institutional Ownership Changes & 13F Activity
BETA TECHNOLOGIES INC -CL A (BETA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Millennium Management Llc, Adage Capital Partners Gp, L.L.C., Invesco Ltd., Aqr Capital Management Llc, and Masters Capital Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +14,057 | — | 14,057 | $235.46K | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +10,363 | +30.3% | 44,549 | $746.20K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +38,397 | +4.6% | 872,324 | $14.61M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +81,150 | +116.0% | 151,118 | $2.53M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Buy | +60,199 | +3314.9% | 62,015 | $1.04M | Q2 2026 | Aug 24, 2026 |
| Mercer Global Advisors Inc | Buy | +24,808 | — | 24,808 | $415.53K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +17,170 | — | 17,170 | $287.60K | Q2 2026 | Aug 19, 2026 |
| Millennium Management Llc | Buy | +918,993 | +1757.0% | 971,297 | $16.27M | Q2 2026 | Aug 14, 2026 |
| Adage Capital Partners Gp, L.L.C. | Sell | -911,089 | -57.5% | 672,505 | $11.26M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +478,671 | — | 478,671 | $8.02M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +416,227 | — | 416,227 | $6.97M | Q2 2026 | Aug 14, 2026 |
| Masters Capital Management Llc | Buy | +328,200 | +46.9% | 1,028,200 | $17.22M | Q2 2026 | Aug 14, 2026 |
| Ghisallo Capital Management Llc | Sell | -150,000 | -60.0% | 100,000 | $1.68M | Q2 2026 | Aug 14, 2026 |
| Aureus Asset Management, Llc | Buy | +131,594 | — | 131,594 | $2.20M | Q2 2026 | Aug 14, 2026 |
| Squarepoint Ops Llc | Buy | +122,080 | — | 122,080 | $2.04M | Q2 2026 | Aug 14, 2026 |
| Gilder Gagnon Howe & Co Llc | Sell | -119,489 | -31.2% | 263,765 | $4.42M | Q2 2026 | Aug 14, 2026 |
| Weiss Asset Management Lp | Buy | +118,364 | — | 118,364 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, Lp | Buy | +118,148 | — | 118,148 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +116,150 | — | 116,150 | $1.95M | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | Buy | +100,566 | +4.6% | 2,272,421 | $38.06M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +92,054 | +26.4% | 440,151 | $7.37M | Q2 2026 | Aug 14, 2026 |
| Sora Investors Llc | Buy | +86,000 | — | 86,000 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +73,016 | +39.4% | 258,109 | $4.32M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -64,013 | -32.0% | 135,874 | $2.28M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +57,952 | — | 57,952 | $970.70K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -52,099 | -85.0% | 9,201 | $154.12K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +30,910 | +173.8% | 48,690 | $715.74K | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +29,379 | +1008.9% | 32,291 | $540.87K | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management Llc | Buy | +26,533 | — | 26,533 | $444.43K | Q2 2026 | Aug 14, 2026 |
| Woodline Partners Lp | Sell | -25,000 | -50.0% | 25,000 | $418.75K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about BETA activity
Which institutional owners are buying BETA?
Institutional owners buying BETA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BETA activity?
"Buy" means an investor increased their reported position in BETA compared to the prior reporting period. This reflects growing exposure to BETA TECHNOLOGIES INC -CL A (BETA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BETA increasing?
Institutional interest in BETA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.