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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+14,05714,057$235.46KQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheBuy+10,363+30.3%44,549$746.20KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+38,397+4.6%872,324$14.61MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+81,150+116.0%151,118$2.53MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemBuy+60,199+3314.9%62,015$1.04MQ2 2026Aug 24, 2026
Mercer Global Advisors IncBuy+24,80824,808$415.53KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+17,17017,170$287.60KQ2 2026Aug 19, 2026
Millennium Management LlcBuy+918,993+1757.0%971,297$16.27MQ2 2026Aug 14, 2026
Adage Capital Partners Gp, L.L.C.Sell-911,089-57.5%672,505$11.26MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+478,671478,671$8.02MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+416,227416,227$6.97MQ2 2026Aug 14, 2026
Masters Capital Management LlcBuy+328,200+46.9%1,028,200$17.22MQ2 2026Aug 14, 2026
Ghisallo Capital Management LlcSell-150,000-60.0%100,000$1.68MQ2 2026Aug 14, 2026
Aureus Asset Management, LlcBuy+131,594131,594$2.20MQ2 2026Aug 14, 2026
Squarepoint Ops LlcBuy+122,080122,080$2.04MQ2 2026Aug 14, 2026
Gilder Gagnon Howe & Co LlcSell-119,489-31.2%263,765$4.42MQ2 2026Aug 14, 2026
Weiss Asset Management LpBuy+118,364118,364$1.98MQ2 2026Aug 14, 2026
Holocene Advisors, LpBuy+118,148118,148$1.98MQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+116,150116,150$1.95MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+100,566+4.6%2,272,421$38.06MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+92,054+26.4%440,151$7.37MQ2 2026Aug 14, 2026
Sora Investors LlcBuy+86,00086,000$1.44MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+73,016+39.4%258,109$4.32MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-64,013-32.0%135,874$2.28MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+57,95257,952$970.70KQ2 2026Aug 14, 2026
Barclays PlcSell-52,099-85.0%9,201$154.12KQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+30,910+173.8%48,690$715.74KQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+29,379+1008.9%32,291$540.87KQ2 2026Aug 14, 2026
Aquatic Capital Management LlcBuy+26,53326,533$444.43KQ2 2026Aug 14, 2026
Woodline Partners LpSell-25,000-50.0%25,000$418.75KQ2 2026Aug 14, 2026
Showing 30 of 180

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.