BETA Institutional Ownership & Shareholders
BETA TECHNOLOGIES INC -CL A (BETA) is currently held by 205 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of BETA tracked by InsiderSet, reporting ownership valued at approximately $558.41M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $679.43M, representing an estimated gain of +21.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed BETA value among the investors covered in this analysis. Major shareholders include Fmr Llc, General Electric Co, Tpg Gp A, Llc, and several other long-term asset managers with concentrated positions in BETA TECHNOLOGIES INC -CL A (BETA).
This page ranks the largest institutional BETA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
205
Total Reported Value
$2.13B
Largest Holder
Fmr Llc
Largest Position
$558.41M
Insider Transactions (90d)
27
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 33,338,140 | $558,413,845 | $679,431,293 | +$121,017,448 | +21.67% | |
| General Electric Co | 95.14% | 20,310,407 | $448,859,995 | $413,926,095 | -$34,933,900 | -7.78% | |
| Tpg Gp A, Llc | 5.49% | 16,395,435 | $274,623,536 | $334,138,965 | +$59,515,429 | +21.67% | |
| Amazon Com Inc | 6.88% | 11,753,896 | $259,761,102 | $239,544,400 | -$20,216,702 | -7.78% | |
| Blackrock, Inc. | 0.00% | 2,930,242 | $49,081,555 | $59,718,332 | +$10,636,777 | +21.67% | |
| State Street Corp | 0.00% | 2,576,444 | $43,155,437 | $52,507,929 | +$9,352,492 | +21.67% | |
| Evolution Wealth Advisors, Llc | 4.01% | 1,741,823 | $38,494,288 | $35,498,353 | -$2,995,935 | -7.78% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 2,272,421 | $38,064,000 | $46,311,940 | +$8,247,940 | +21.67% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,895,677 | $31,752,590 | $38,633,897 | +$6,881,307 | +21.67% | |
| Hite Hedge Asset Management Llc | 1.74% | 1,892,275 | $31,695,606 | $38,564,565 | +$6,868,959 | +21.67% | |
| Vanguard Capital Management Llc | 0.00% | 1,820,798 | $30,498,367 | $37,107,863 | +$6,609,496 | +21.67% | |
| Empire Life Investments Inc. | 1.25% | 1,337,839 | $22,408,803 | $27,265,159 | +$4,856,356 | +21.67% | |
| Norges Bank | 0.00% | 1,249,598 | $20,930,767 | $25,466,807 | +$4,536,040 | +21.67% | |
| Masters Capital Management Llc | 2.42% | 1,028,200 | $17,222,350 | $20,954,716 | +$3,732,366 | +21.67% | |
| Liberty Street Advisors, Inc. | 3.30% | 999,202 | $16,736,634 | $20,363,737 | +$3,627,103 | +21.67% | |
| Millennium Management Llc | 0.01% | 971,297 | $16,269,225 | $19,795,033 | +$3,525,808 | +21.67% | |
| Clearbridge Investments, Llc | 0.01% | 890,249 | $14,911,679 | $18,143,275 | +$3,231,596 | +21.67% | |
| Citadel Advisors Llc | 0.01% | 872,324 | $14,611,427 | $17,777,963 | +$3,166,536 | +21.67% | |
| Geode Capital Management, Llc | 0.00% | 795,558 | $13,329,652 | $16,213,472 | +$2,883,820 | +21.63% | |
| Adage Capital Partners Gp, L.L.C. | 0.02% | 672,505 | $11,264,459 | $13,705,652 | +$2,441,193 | +21.67% | |
| Morgan Stanley | 0.00% | 562,634 | $9,424,120 | $11,466,481 | +$2,042,361 | +21.67% | |
| Pictet Asset Management Holding Sa | 0.01% | 371,686 | $8,214,261 | $7,574,961 | -$639,300 | -7.78% | |
| Invesco Ltd. | 0.00% | 478,671 | $8,017,740 | $9,755,315 | +$1,737,575 | +21.67% | |
| Bank Of America Corp | 0.00% | 440,151 | $7,372,529 | $8,970,277 | +$1,597,748 | +21.67% | |
| Ubs Group Ag | 0.00% | 428,900 | $7,184,075 | $8,740,982 | +$1,556,907 | +21.67% | |
| Granahan Investment Management, Llc | 0.25% | 422,493 | $7,076,758 | $8,610,407 | +$1,533,649 | +21.67% | |
| Aqr Capital Management Llc | 0.00% | 416,227 | $6,971,803 | $8,482,706 | +$1,510,903 | +21.67% | |
| Segall Bryant & Hamill, Llc | 0.07% | 360,845 | $6,044,154 | $7,354,021 | +$1,309,867 | +21.67% | |
| Charles Schwab Investment Management Inc | 0.00% | 329,320 | $5,516,110 | $6,711,542 | +$1,195,432 | +21.67% | |
| Marino Management, Llc | 1.10% | 313,992 | $5,259,366 | $6,399,157 | +$1,139,791 | +21.67% | |
| Jpmorgan Chase & Co | 0.00% | 306,997 | $5,052,813 | $6,256,599 | +$1,203,786 | +23.82% | |
| Seven Grand Managers, Llc | 0.20% | 300,000 | $5,025,000 | $6,114,000 | +$1,089,000 | +21.67% | |
| Gilder Gagnon Howe & Co Llc | 0.05% | 263,765 | $4,418,064 | $5,375,531 | +$957,467 | +21.67% | |
| Goldman Sachs Group Inc | 0.00% | 258,109 | $4,323,326 | $5,260,261 | +$936,935 | +21.67% | |
| Burkehill Global Management, Lp | 0.14% | 225,000 | $3,768,750 | $4,585,500 | +$816,750 | +21.67% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 225,000 | $3,768,750 | $4,585,500 | +$816,750 | +21.67% | |
| Vanguard Fiduciary Trust Co | 0.00% | 220,726 | $3,697,161 | $4,498,396 | +$801,235 | +21.67% | |
| Alyeska Investment Group, L.P. | 0.01% | 177,867 | $2,979,272 | $3,624,929 | +$645,657 | +21.67% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.04% | 131,452 | $2,905,090 | $2,678,992 | -$226,098 | -7.78% | |
| Bank Of New York Mellon Corp | 0.00% | 171,772 | $2,877,187 | $3,500,713 | +$623,526 | +21.67% | |
| Quantinno Capital Management Lp | 0.00% | 166,153 | $2,783,063 | $3,386,198 | +$603,135 | +21.67% | |
| Nuveen, Llc | 0.00% | 164,883 | $2,761,790 | $3,360,316 | +$598,526 | +21.67% | |
| Marshall Wace, Llp | 0.00% | 161,119 | $2,698,743 | $3,283,605 | +$584,862 | +21.67% | |
| Corient Private Wealth Llc | 0.00% | 151,118 | $2,531,235 | $3,079,785 | +$548,550 | +21.67% | |
| Susquehanna International Group, Llp | 0.00% | 135,874 | $2,275,890 | $2,769,112 | +$493,222 | +21.67% | |
| Aureus Asset Management, Llc | 0.13% | 131,594 | $2,204,200 | $2,681,886 | +$477,686 | +21.67% | |
| Mitsubishi Ufj Asset Management Co., Ltd. | 0.00% | 124,800 | $2,090,400 | $2,543,424 | +$453,024 | +21.67% | |
| Squarepoint Ops Llc | 0.00% | 122,080 | $2,044,840 | $2,487,990 | +$443,150 | +21.67% | |
| Weiss Asset Management Lp | 0.02% | 118,364 | $1,982,597 | $2,412,258 | +$429,661 | +21.67% | |
| Holocene Advisors, Lp | 0.00% | 118,148 | $1,978,979 | $2,407,856 | +$428,877 | +21.67% |
Frequently asked questions about BETA
Who are the largest institutional holders of BETA?
The largest institutional holders of BETA reported in the latest SEC Form 13F filings include Fmr Llc, General Electric Co, Tpg Gp A, Llc, Amazon Com Inc, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported BETA position.
What is BETA institutional ownership?
This page tracks BETA positions reported by institutional investment managers through SEC Form 13F. BETA TECHNOLOGIES INC -CL A (BETA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BETA?
InsiderSet currently tracks 205 institutional managers reporting BETA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BETA shareholders.
How much BETA stock do institutions own?
Institutional investment managers disclosed approximately $2.13B in BETA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BETA institutional ownership last updated?
The latest BETA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BETA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BETA position after the reporting date.
Are institutions buying or selling BETA?
Institutional buying and selling can be analyzed by comparing BETA positions across consecutive 13F reporting periods. InsiderSet's BETA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BETA ownership changes.
How has BETA institutional ownership changed over time?
InsiderSet tracks BETA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.