BETA Technologies, Inc. (BETA) — Institutional Holders, Q2 2026
189 institutional investment managers reported a BETA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.9B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BETA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Empire Life InvestmentsNew · +1,337,839 sh+$22.4M
- MILLENNIUM MANAGEMENTAdded · +918,993 sh+$15.4M
- VANGUARD PORTFOLIO MANAGEMENTAdded · +547,581 sh+$9.2M
- STATE STREETAdded · +475,440 sh+$8.0M
- VANGUARD CAPITAL MANAGEMENTAdded · +422,739 sh+$7.1M
Biggest sellers
- ADAGE CAPITAL PARTNERS GP, L.L.C.Trimmed · -911,089 sh-$15.3M
- FEDERATED HERMESTrimmed · -813,872 sh-$13.6M
- MASSACHUSETTS FINANCIAL SERVICESSold out · -225,076 sh-$3.8M
- TWO SIGMA INVESTMENTSSold out · -210,987 sh-$3.5M
- LMR Partners LLPSold out · -200,968 sh-$3.4M
BETA 13F holders ranked 1–100 of 189
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | FMR#1 · 33,338,140 sh | 33,338,140 | $558.4M | 0.02% | +0.5% |
| 2 | GENERAL ELECTRIC#2 · 20,310,407 sh | 20,310,407 | $340.2M | — | 0.0% |
| 3 | TPG GP A#3 · 16,395,435 sh | 16,395,435 | $274.6M | 5.49% | 0.0% |
| 4 | AMAZON COM#4 · 11,753,896 sh | 11,753,896 | $196.9M | 4.45% | 0.0% |
| 5 | BlackRock#5 · 2,930,242 sh | 2,930,242 | $49.1M | <0.01% | +5.5% |
| 6 | STATE STREET#6 · 2,576,444 sh | 2,576,444 | $43.2M | <0.01% | +22.6% |
| 7 | T. Rowe Price Investment Management#7 · 2,272,421 sh | 2,272,421 | $38.1M | 0.02% | +4.6% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT#8 · 1,895,677 sh | 1,895,677 | $31.8M | <0.01% | +40.6% |
| 9 | HITE Hedge Asset Management#9 · 1,892,275 sh | 1,892,275 | $31.7M | 1.74% | -0.3% |
| 10 | VANGUARD CAPITAL MANAGEMENT#10 · 1,820,798 sh | 1,820,798 | $30.5M | <0.01% | +30.2% |
| 11 | Empire Life Investments#11 · 1,337,839 sh | 1,337,839 | $22.4M | 1.25% | New |
| 12 | NORGES BANK#12 · 1,249,598 sh | 1,249,598 | $20.9M | <0.01% | — |
| 13 | MASTERS CAPITAL MANAGEMENT#13 · 1,028,200 sh | 1,028,200 | $17.2M | 0.44% | +46.9% |
| 14 | Liberty Street Advisors#14 · 999,202 sh | 999,202 | $16.7M | 3.30% | 0.0% |
| 15 | MILLENNIUM MANAGEMENT#15 · 971,297 sh | 971,297 | $16.3M | <0.01% | +1757.0% |
| 16 | Clearbridge Investments#16 · 890,249 sh | 890,249 | $14.9M | 0.01% | +22.8% |
| 17 | CITADEL ADVISORS#17 · 872,324 sh | 872,324 | $14.6M | <0.01% | +4.6% |
| 18 | GEODE CAPITAL MANAGEMENT#18 · 795,558 sh | 795,558 | $13.3M | <0.01% | +6.8% |
| 19 | ADAGE CAPITAL PARTNERS GP, L.L.C.#19 · 672,505 sh | 672,505 | $11.3M | 0.02% | -57.5% |
| 20 | MORGAN STANLEY#20 · 562,634 sh | 562,634 | $9.4M | <0.01% | +39.9% |
| 21 | Invesco Ltd.#21 · 478,671 sh | 478,671 | $8.0M | <0.01% | +8.5% |
| 22 | BANK OF AMERICA#22 · 440,151 sh | 440,151 | $7.4M | <0.01% | +26.4% |
| 23 | UBS Group AG#23 · 428,900 sh | 428,900 | $7.2M | <0.01% | +58.5% |
| 24 | Granahan Investment Management#24 · 422,493 sh | 422,493 | $7.1M | 0.25% | -2.2% |
| 25 | AQR CAPITAL MANAGEMENT#25 · 416,227 sh | 416,227 | $7.0M | <0.01% | New |
| 26 | Pictet Asset Management Holding SA#26 · 397,816 sh | 397,816 | $6.7M | <0.01% | +7.8% |
| 27 | SEGALL BRYANT & HAMILL#27 · 360,845 sh | 360,845 | $6.0M | 0.07% | New |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT#28 · 329,320 sh | 329,320 | $5.5M | <0.01% | -3.2% |
| 29 | Marino Management#29 · 313,992 sh | 313,992 | $5.3M | 1.10% | 0.0% |
| 30 | JPMORGAN CHASE#30 · 306,997 sh | 306,997 | $5.1M | <0.01% | +34.3% |
| 31 | SEVEN GRAND MANAGERS#31 · 300,000 sh | 300,000 | $5.0M | 0.20% | +0.5% |
| 32 | GILDER GAGNON HOWE#32 · 263,765 sh | 263,765 | $4.4M | 0.05% | -31.2% |
| 33 | GOLDMAN SACHS GROUP#33 · 258,109 sh | 258,109 | $4.3M | <0.01% | +39.4% |
| 34 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#34 · 225,000 sh | 225,000 | $3.8M | <0.01% | 0.0% |
| 35 | Burkehill Global Management#35 · 225,000 sh | 225,000 | $3.8M | 0.14% | 0.0% |
| 36 | VANGUARD FIDUCIARY#36 · 220,726 sh | 220,726 | $3.7M | <0.01% | +5.8% |
| 37 | Alyeska Investment Group, L.P.#37 · 177,867 sh | 177,867 | $3.0M | <0.01% | 0.0% |
| 38 | Bank of New York Mellon#38 · 171,772 sh | 171,772 | $2.9M | <0.01% | +117.3% |
| 39 | Quantinno Capital Management#39 · 166,153 sh | 166,153 | $2.8M | <0.01% | +119.1% |
| 40 | Nuveen#40 · 164,883 sh | 164,883 | $2.8M | <0.01% | +310.0% |
| 41 | MARSHALL WACE, LLP#41 · 161,119 sh | 161,119 | $2.7M | <0.01% | +703.8% |
| 42 | Corient Private Wealth#42 · 151,118 sh | 151,118 | $2.5M | <0.01% | +116.0% |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#43 · 135,874 sh | 135,874 | $2.3M | <0.01% | -32.0% |
| 44 | Aureus Asset Management#44 · 131,594 sh | 131,594 | $2.2M | 0.13% | New |
| 45 | Mitsubishi UFJ Asset Management , Ltd.#45 · 124,800 sh | 124,800 | $2.1M | <0.01% | +72.9% |
| 46 | Squarepoint Ops#46 · 122,080 sh | 122,080 | $2.0M | <0.01% | New |
| 47 | Weiss Asset Management#47 · 118,364 sh | 118,364 | $2.0M | 0.02% | New |
| 48 | Holocene Advisors#48 · 118,148 sh | 118,148 | $2.0M | <0.01% | New |
| 49 | Trexquant Investment#49 · 116,150 sh | 116,150 | $1.9M | 0.01% | New |
| 50 | Swiss National Bank#50 · 108,800 sh | 108,800 | $1.8M | <0.01% | New |
| 51 | Corps Capital Advisors#51 · 101,752 sh | 101,752 | $1.7M | 1.37% | +635.2% |
| 52 | Ghisallo Capital Management#52 · 100,000 sh | 100,000 | $1.7M | 0.03% | -60.0% |
| 53 | SCS Capital Management#53 · 98,240 sh | 98,240 | $1.6M | 0.02% | New |
| 54 | SORA INVESTORS#54 · 86,000 sh | 86,000 | $1.4M | 0.11% | New |
| 55 | Wealthspire Advisors#55 · 80,131 sh | 80,131 | $1.3M | <0.01% | New |
| 56 | Capricorn Fund Managers Ltd#56 · 77,550 sh | 77,550 | $1.3M | 0.10% | -7.3% |
| 57 | TD ASSET MANAGEMENT#57 · 76,300 sh | 76,300 | $1.3M | <0.01% | +4.6% |
| 58 | RENAISSANCE TECHNOLOGIES#58 · 59,700 sh | 59,700 | $1000.0K | <0.01% | New |
| 59 | AMERIPRISE FINANCIAL#59 · 57,952 sh | 57,952 | $970.7K | <0.01% | New |
| 60 | CITIGROUP#60 · 54,926 sh | 54,926 | $920.0K | <0.01% | +153.1% |
| 61 | WELLS FARGO & COMPANY#61 · 48,692 sh | 48,692 | $815.6K | <0.01% | +99.5% |
| 62 | PRICE T ROWE ASSOCIATES#62 · 48,585 sh | 48,585 | $814.0K | <0.01% | +23.9% |
| 63 | IEQ CAPITAL#63 · 47,129 sh | 47,129 | $789.4K | <0.01% | New |
| 64 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#64 · 44,597 sh | 44,597 | $747.0K | <0.01% | New |
| 65 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#65 · 44,549 sh | 44,549 | $746.2K | <0.01% | +30.3% |
| 66 | RHUMBLINE ADVISERS#66 · 43,749 sh | 43,749 | $732.8K | <0.01% | +44.7% |
| 67 | SG Americas Securities#67 · 43,099 sh | 43,099 | $722.0K | <0.01% | New |
| 68 | ALLIANCEBERNSTEIN L.P.#68 · 48,690 sh | 48,690 | $715.7K | <0.01% | +173.8% |
| 69 | BNP PARIBAS FINANCIAL MARKETS#69 · 42,634 sh | 42,634 | $714.1K | <0.01% | +52.8% |
| 70 | VANGUARD ASSET MANAGEMENT, Ltd#70 · 38,585 sh | 38,585 | $646.3K | <0.01% | New |
| 71 | Mariner#71 · 38,063 sh | 38,063 | $637.5K | <0.01% | New |
| 72 | Pathstone#72 · 37,788 sh | 37,788 | $634.1K | <0.01% | +127.0% |
| 73 | Y-Intercept (Hong Kong) Ltd#73 · 37,680 sh | 37,680 | $631.1K | — | New |
| 74 | RAYMOND JAMES FINANCIAL#74 · 36,464 sh | 36,464 | $610.8K | <0.01% | +24.9% |
| 75 | FIRST FOUNDATION ADVISORS#75 · 35,650 sh | 35,650 | $597.1K | 0.02% | 0.0% |
| 76 | DEUTSCHE BANK AG\#76 · 34,486 sh | 34,486 | $577.6K | <0.01% | +41.5% |
| 77 | Jump Financial#77 · 34,323 sh | 34,323 | $574.9K | <0.01% | -72.5% |
| 78 | Advisory Services Network#78 · 33,345 sh | 33,345 | $558.5K | <0.01% | New |
| 79 | Miracle Mile Advisors#79 · 32,474 sh | 32,474 | $543.9K | <0.01% | New |
| 80 | Legal & General Group Plc#80 · 32,291 sh | 32,291 | $540.9K | <0.01% | +1008.9% |
| 81 | IMC-Chicago#81 · 32,184 sh | 32,184 | $539.1K | <0.01% | New |
| 82 | Zurcher Kantonalbank (Zurich Cantonalbank)#82 · 31,364 sh | 31,364 | $525.3K | <0.01% | New |
| 83 | FEDERATED HERMES#83 · 29,841 sh | 29,841 | $499.8K | <0.01% | -96.5% |
| 84 | MOODY NATIONAL BANK DIVISION#84 · 26,587 sh | 26,587 | $445.3K | — | 0.0% |
| 85 | Aquatic Capital Management#85 · 26,533 sh | 26,533 | $444.4K | 0.02% | New |
| 86 | SIMPLEX TRADING#86 · 26,132 sh | 26,132 | $437.7K | <0.01% | +396.8% |
| 87 | Vident Advisory#87 · 25,683 sh | 25,683 | $430.2K | <0.01% | New |
| 88 | Woodline Partners#88 · 25,000 sh | 25,000 | $418.8K | <0.01% | -50.0% |
| 89 | MERCER GLOBAL ADVISORS#89 · 24,808 sh | 24,808 | $415.5K | <0.01% | New |
| 90 | LPL Financial#90 · 24,679 sh | 24,679 | $413.4K | <0.01% | +21.2% |
| 91 | Jupiter Topco#91 · 23,300 sh | 23,300 | $389.9K | <0.01% | — |
| 92 | Sowell Financial Services#92 · 21,827 sh | 21,827 | $365.6K | — | +94.5% |
| 93 | STATE OF WISCONSIN INVESTMENT BOARD#93 · 21,426 sh | 21,426 | $358.9K | <0.01% | +36.9% |
| 94 | Green Alpha Advisors#94 · 21,346 sh | 21,346 | $357.5K | — | +1.3% |
| 95 | MetLife Investment Management#95 · 18,643 sh | 18,643 | $312.3K | <0.01% | 0.0% |
| 96 | SummitTX Capital, L.P.#96 · 18,362 sh | 18,362 | $307.6K | <0.01% | New |
| 97 | Wealthfront Advisers#97 · 17,958 sh | 17,958 | $300.8K | <0.01% | +2.9% |
| 98 | Kingsview Wealth Management#98 · 17,170 sh | 17,170 | $287.6K | <0.01% | New |
| 99 | Renaissance Capital#99 · 16,871 sh | 16,871 | $282.6K | — | +7.5% |
| 100 | State of Wyoming#100 · 16,437 sh | 16,437 | $275.3K | 0.03% | New |
Funds that sold out of BETA in Q2 2026 (27)
Held BETA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES225,076 sh | 225,076 | $3.3M |
| TWO SIGMA INVESTMENTS210,987 sh | 210,987 | $3.1M |
| LMR Partners LLP200,968 sh | 200,968 | $3.0M |
| AXIOM INVESTORS131,445 sh | 131,445 | $1.9M |
| Cinctive Capital Management122,878 sh | 122,878 | $1.8M |
| HBK INVESTMENTS L P100,000 sh | 100,000 | $1.5M |
| Longaeva Partners L.P.95,925 sh | 95,925 | $1.4M |
| Walleye Capital82,441 sh | 82,441 | $1.2M |
| XTX Topco Ltd60,068 sh | 60,068 | $883.0K |
| Schonfeld Strategic Advisors39,720 sh | 39,720 | $583.9K |
| AXQ CAPITAL38,471 sh | 38,471 | $565.5K |
| READYSTATE ASSET MANAGEMENT25,000 sh | 25,000 | $367.5K |
| Quantbot Technologies20,583 sh | 20,583 | $302.6K |
| Centiva Capital17,145 sh | 17,145 | $252.0K |
| Man Group plc15,723 sh | 15,723 | $231.1K |
| BOOTHBAY FUND MANAGEMENT14,696 sh | 14,696 | $216.0K |
| IPG Investment Advisors13,050 sh | 13,050 | $191.8K |
| STRS OHIO5,800 sh | 5,800 | $85.3K |
| GROUP ONE TRADING, L.P.1,830 sh | 1,830 | $26.9K |
| Western Wealth Management333 sh | 333 | $4.9K |
| Team Financial Group300 sh | 300 | $4.4K |
| Larson Financial Group100 sh | 100 | $1.5K |
| Golden State Equity Partners100 sh | 100 | $1.5K |
| Innovative Asset Advisors Group100 sh | 100 | $1.5K |
| Rachor Investment Advisory Services59 sh | 59 | $868.00 |
| Bernard Wealth Management30 sh | 30 | $441.00 |
| Physician Wealth Advisors18 sh | 18 | $265.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.