BETA BETA Technologies, Inc.
BETA Technologies, Inc. (BETA) Institutional Ownership
What the institutions did with BETA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FMR LLC | 34.6M | 45.0% |
| General Electric Co | 20.3M | 26.4% |
| AMAZON COM INC | 11.8M | 15.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.9M | 3.8% |
| Evolution Wealth Advisors, LLC | 1.7M | 2.3% |
| Empire Life Investments Inc. | 1.4M | 1.8% |
| BAILLIE GIFFORD & CO | 1.1M | 1.4% |
| Liberty Street Advisors, Inc. | 799.2K | 1.0% |
| Bank of New York Mellon Corp | 429.9K | 0.6% |
| Pictet Asset Management Holding SA | 371.7K | 0.5% |
| Nuveen, LLC | 321.6K | 0.4% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 131.5K | 0.2% |
| Corps Capital Advisors, LLC | 129.0K | 0.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 124.8K | 0.2% |
| DEUTSCHE BANK AG\ | 106.7K | 0.1% |
| Creative Planning | 87.4K | 0.1% |
| BARCLAYS PLC | 54.3K | 0.1% |
| CITIGROUP INC | 45.9K | 0.1% |
| Renaissance Capital LLC | 43.4K | 0.1% |
| DIMENSIONAL FUND ADVISORS LP | 35.9K | 0.0% |
| Police & Firemen's Retirement System of New Jersey | 32.4K | 0.0% |
| Inspire Investing, LLC | 28.1K | 0.0% |
| MOODY NATIONAL BANK TRUST DIVISION | 26.6K | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 23.1K | 0.0% |
| State of Wyoming | 21.9K | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 795.6K | 2.9M | +2.2M |
| Evolution Wealth Advisors, LLC | New | 0 | 1.7M | +1.7M |
| FMR LLC | Increased | 33.3M | 34.6M | +1.3M |
| BAILLIE GIFFORD & CO | New | 0 | 1.1M | +1.1M |
| Bank of New York Mellon Corp | Increased | 171.8K | 429.9K | +258.1K |
| Liberty Street Advisors, Inc. | Reduced | 999.2K | 799.2K | -200.0K |
| Nuveen, LLC | Increased | 164.9K | 321.6K | +156.7K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | New | 0 | 131.5K | +131.5K |
| Squarepoint Ops LLC | Sold Out | 122.1K | 0 | -122.1K |
| Capricorn Fund Managers Ltd | Sold Out | 77.6K | 0 | -77.6K |
| Creative Planning | Increased | 12.0K | 87.4K | +75.4K |
| DEUTSCHE BANK AG\ | Increased | 34.5K | 106.7K | +72.3K |
| BARCLAYS PLC | Increased | 9.2K | 54.3K | +45.1K |
| Y-Intercept (Hong Kong) Ltd | Sold Out | 37.7K | 0 | -37.7K |
| DIMENSIONAL FUND ADVISORS LP | New | 0 | 35.9K | +35.9K |
| IMC-Chicago, LLC | Sold Out | 32.2K | 0 | -32.2K |
| Inspire Investing, LLC | New | 0 | 28.1K | +28.1K |
| Corps Capital Advisors, LLC | Increased | 101.8K | 129.0K | +27.3K |
| Renaissance Capital LLC | Increased | 16.9K | 43.4K | +26.5K |
| Pictet Asset Management Holding SA | Reduced | 397.8K | 371.7K | -26.1K |
| Police & Firemen's Retirement System of New Jersey | Increased | 9.3K | 32.4K | +23.1K |
| Sowell Financial Services LLC | Sold Out | 21.8K | 0 | -21.8K |
| Maple Capital Management, Inc. | New | 0 | 20.0K | +20.0K |
| Hanson & Doremus Investment Management | New | 0 | 16.9K | +16.9K |
| Empire Life Investments Inc. | Increased | 1.3M | 1.4M | +15.5K |
| SILVERLAKE WEALTH MANAGEMENT LLC | New | 0 | 15.0K | +15.0K |
| ProShare Advisors LLC | New | 0 | 14.8K | +14.8K |
| Triumph Capital Management | New | 0 | 13.9K | +13.9K |
| SIMPLEX TRADING, LLC | Reduced | 26.1K | 13.0K | -13.2K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 12.5K | +12.5K |
| XPONANCE LLC | New | 0 | 11.6K | +11.6K |
| LANARK FINANCIAL, INC. | New | 0 | 11.2K | +11.2K |
| Quent Capital, LLC | New | 0 | 10.1K | +10.1K |
| CITIGROUP INC | Reduced | 54.9K | 45.9K | -9.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 15.4K | 23.1K | +7.6K |
| Russell Investments Group, Ltd. | Increased | 12.4K | 20.0K | +7.6K |
| Fulcrum Asset Management LLP | New | 0 | 6.6K | +6.6K |
| State of Wyoming | Increased | 16.4K | 21.9K | +5.5K |
| J. Derek Lewis & Associates Inc. | Increased | 14.6K | 18.6K | +4.0K |
| KBC Group NV | New | 0 | 3.8K | +3.8K |
| LPL Financial LLC | Reduced | 24.7K | 20.9K | -3.7K |
| Farther Finance Advisors, LLC | Increased | 1.2K | 4.6K | +3.4K |
| FIFTH THIRD BANCORP | Increased | 855 | 4.2K | +3.3K |
| GK Wealth Management LLC | New | 0 | 2.8K | +2.8K |
| Sterling Capital Management LLC | Increased | 518 | 2.8K | +2.2K |
| Wealthfront Advisers LLC | Increased | 18.0K | 19.0K | +998 |
| HORIZON FINANCIAL SERVICES, LLC | Increased | 33 | 1.0K | +967 |
| Fortitude Family Office, LLC | New | 0 | 813 | +813 |
| Root Financial Partners, LLC | New | 0 | 664 | +664 |
| Caitong International Asset Management Co., Ltd | Reduced | 2.0K | 1.4K | -659 |
| IFP Advisors, Inc | Reduced | 1.8K | 1.2K | -555 |
| GAMMA Investing LLC | Increased | 236 | 774 | +538 |
| EverSource Wealth Advisors, LLC | Increased | 724 | 1.2K | +487 |
| Sawyer & Company, Inc | New | 0 | 460 | +460 |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 15.0K | 15.4K | +401 |
| Allworth Financial LP | Increased | 1.8K | 2.1K | +355 |
| HARBOR CAPITAL ADVISORS, INC. | New | 0 | 336 | +336 |
| Versant Capital Management, Inc | Increased | 70 | 402 | +332 |
| Parallel Advisors, LLC | Increased | 3.6K | 3.9K | +281 |
| PNC Financial Services Group, Inc. | Increased | 947 | 1.2K | +272 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.