Tamarly Intelligence
Form 13F · BETA Technologies, Inc.

Who Holds BETA Technologies, Inc. (BETA)? 189 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 189 holders, $1.9 billion in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
FMR LLC33,338,140$558 million+0%13F
General Electric Co20,310,407$340 million+0%13F
TPG GP A, LLC16,395,435$275 million+0%13F
AMAZON COM INC11,753,896$197 million+0%13F
BlackRock, Inc.2,930,242$49 million+6%13F
STATE STREET CORP2,576,444$43 million+23%13F
VANGUARD PORTFOLIO MANAGEMENT LLC1,895,677$32 million+41%13F
HITE Hedge Asset Management LLC1,892,275$32 million0%13F
VANGUARD CAPITAL MANAGEMENT LLC1,820,798$30 million+30%13F
Empire Life Investments Inc.1,337,839$22 millionNew13F
NORGES BANK1,249,598$21 millionNew13F
MASTERS CAPITAL MANAGEMENT LLC1,028,200$17 million+47%13F
Liberty Street Advisors, Inc.999,202$17 million+0%13F
MILLENNIUM MANAGEMENT LLC971,297$16 million+1757%13F
Clearbridge Investments, LLC890,249$15 million+23%13F
CITADEL ADVISORS LLC872,324$15 million+5%13F
GEODE CAPITAL MANAGEMENT, LLC795,558$13 million+7%13F
ADAGE CAPITAL PARTNERS GP, L.L.C.672,505$11 million-58%13F
MORGAN STANLEY562,634$9 million+40%13F
Invesco Ltd.478,671$8 million+9%13F
BANK OF AMERICA CORP /DE/440,151$7 million+26%13F
UBS Group AG428,900$7 million+58%13F
Granahan Investment Management, LLC422,493$7 million-2%13F
AQR CAPITAL MANAGEMENT LLC416,227$7 millionNew13F
Pictet Asset Management Holding SA397,816$7 million+8%13F
SEGALL BRYANT & HAMILL, LLC360,845$6 millionNew13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC329,320$6 million-3%13F
Marino Management, LLC313,992$5 million+0%13F
JPMORGAN CHASE & CO306,997$5 million+34%13F
SEVEN GRAND MANAGERS, LLC300,000$5 million+0%13F
GILDER GAGNON HOWE & CO LLC263,765$4 million-31%13F
GOLDMAN SACHS GROUP INC258,109$4 million+39%13F
Burkehill Global Management, LP225,000$4 million+0%13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND225,000$4 million+0%13F
VANGUARD FIDUCIARY TRUST CO220,726$4 million+6%13F
Alyeska Investment Group, L.P.177,867$3 million+0%13F
Bank of New York Mellon Corp171,772$3 million+117%13F
Quantinno Capital Management LP166,153$3 million+119%13F
Nuveen, LLC164,883$3 million+310%13F
MARSHALL WACE, LLP161,119$3 million+704%13F
Corient Private Wealth LP151,118$3 million+116%13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP135,874$2 million-32%13F
Aureus Asset Management, LLC131,594$2 millionNew13F
Mitsubishi UFJ Asset Management Co., Ltd.124,800$2 million+73%13F
Squarepoint Ops LLC122,080$2 millionNew13F
Weiss Asset Management LP118,364$2 millionNew13F
Holocene Advisors, LP118,148$2 millionNew13F
Trexquant Investment LP116,150$2 millionNew13F
Swiss National Bank108,800$2 millionNew13F
Corps Capital Advisors, LLC101,752$2 million+635%13F
Ghisallo Capital Management LLC100,000$2 million-60%13F
SCS Capital Management LLC98,240$2 millionNew13F
SORA INVESTORS LLC86,000$1 millionNew13F
Wealthspire Advisors, LLC80,131$1 millionNew13F
Capricorn Fund Managers Ltd77,550$1 million-7%13F
TD Asset Management Inc76,300$1 million+5%13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM62,015$1 million+3315%13F
RENAISSANCE TECHNOLOGIES LLC59,700$999,975New13F
AMERIPRISE FINANCIAL INC57,952$970,696New13F
CITIGROUP INC54,926$920,010+153%13F
WELLS FARGO & COMPANY/MN48,692$815,592+100%13F
IEQ CAPITAL, LLC47,129$789,411New13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44,597$747,000New13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE44,549$746,196+30%13F
RHUMBLINE ADVISERS43,749$732,790+45%13F
ALLIANCEBERNSTEIN L.P.48,690$715,743+174%13F
BNP PARIBAS FINANCIAL MARKETS42,634$714,120+53%13F
VANGUARD ASSET MANAGEMENT, Ltd38,585$646,299New13F
Mariner, LLC38,063$637,546New13F
Pathstone Holdings, LLC37,788$634,054+127%13F
Y-Intercept (Hong Kong) Ltd37,680$631,140New13F
RAYMOND JAMES FINANCIAL INC36,464$610,772+25%13F
FIRST FOUNDATION ADVISORS35,650$597,138+0%13F
DEUTSCHE BANK AG\34,486$577,640+42%13F
Jump Financial, LLC34,323$574,910-73%13F
Advisory Services Network, LLC33,345$558,529New13F
Composition Wealth, LLC32,474$543,940New13F
Legal & General Group Plc32,291$540,874+1009%13F
IMC-Chicago, LLC32,184$539,082New13F
Zurcher Kantonalbank (Zurich Cantonalbank)31,364$525,347New13F
FEDERATED HERMES, INC.29,841$499,837-96%13F
MOODY NATIONAL BANK TRUST DIVISION26,587$445,332+0%13F
Aquatic Capital Management LLC26,533$444,428New13F
SIMPLEX TRADING, LLC26,132$437,711+397%13F
Vident Advisory, LLC25,683$430,190New13F
Woodline Partners LP25,000$418,750-50%13F
MERCER GLOBAL ADVISORS INC /ADV24,808$415,534New13F
LPL Financial LLC24,679$413,373+21%13F
Jupiter Topco LLC23,300$389,926New13F
Sowell Financial Services LLC21,827$365,602+95%13F
STATE OF WISCONSIN INVESTMENT BOARD21,426$358,886+37%13F
Green Alpha Advisors, LLC21,346$357,546+1%13F
MetLife Investment Management, LLC18,643$312,270+0%13F
SummitTX Capital, L.P.18,362$307,564New13F
Wealthfront Advisers LLC17,958$300,797+3%13F
Kingsview Wealth Management, LLC17,170$287,598New13F
Renaissance Capital LLC16,871$282,589+7%13F
State of Wyoming16,437$275,320New13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,415$273,002New13F
Evercore Wealth Management, LLC15,691$262,824New13F

Questions and answers

How many institutions hold BETA Technologies, Inc.?
189 managers reported BETA Technologies, Inc. on Form 13F for the quarter ended 30 June 2026, against 145 the quarter before.
Who is the largest institutional holder of BETA Technologies, Inc.?
FMR LLC, with 33,338,140 shares worth $558 million on its 13F for Q2 2026.
How many institutions bought or sold out of BETA Technologies, Inc. in Q2 2026?
71 managers reported a new position and 27 reported none after holding it the quarter before.
See every holder, the full history and an alert when the next 13F filings land; the 7-day trial opens everything.Start the free trial

Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds BETA Technologies, Inc., Q2 2026", https://app.tamarly.ai/holders/beta-technologies, built from SEC EDGAR.

Research from public records, not investment advice. Tamarly holds no investment positions. By reading these pages you accept the Terms of Use; figures can be late or wrong, so check the linked source before relying on one. Terms and policies.

Who Holds BETA Technologies, Inc. (BETA)? 189 Institutional Holders, Q2 2026 | Tamarly