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 June 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 | 33.3M | 29.1% |
| General Electric Co | 20.3M | 17.7% |
| TPG GP A, LLC | 16.4M | 14.3% |
| AMAZON COM INC | 11.8M | 10.3% |
| BlackRock, Inc. | 2.9M | 2.6% |
| STATE STREET CORP | 2.6M | 2.3% |
| T. Rowe Price Investment Management, Inc. | 2.3M | 2.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | 1.7% |
| HITE Hedge Asset Management LLC | 1.9M | 1.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | 1.6% |
| Empire Life Investments Inc. | 1.3M | 1.2% |
| NORGES BANK | 1.2M | 1.1% |
| MASTERS CAPITAL MANAGEMENT LLC | 1.0M | 0.9% |
| Liberty Street Advisors, Inc. | 999.2K | 0.9% |
| MILLENNIUM MANAGEMENT LLC | 971.3K | 0.8% |
| Clearbridge Investments, LLC | 890.2K | 0.8% |
| CITADEL ADVISORS LLC | 872.3K | 0.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 795.6K | 0.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 672.5K | 0.6% |
| MORGAN STANLEY | 562.6K | 0.5% |
| Invesco Ltd. | 478.7K | 0.4% |
| BANK OF AMERICA CORP /DE/ | 440.2K | 0.4% |
| UBS Group AG | 428.9K | 0.4% |
| Granahan Investment Management, LLC | 422.5K | 0.4% |
| AQR CAPITAL MANAGEMENT LLC | 416.2K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Empire Life Investments Inc. | New | 0 | 1.3M | +1.3M |
| MILLENNIUM MANAGEMENT LLC | Increased | 52.3K | 971.3K | +919.0K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | 1.6M | 672.5K | -911.1K |
| FEDERATED HERMES, INC. | Reduced | 843.7K | 29.8K | -813.9K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 1.3M | 1.9M | +547.6K |
| STATE STREET CORP | Increased | 2.1M | 2.6M | +475.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.4M | 1.8M | +422.7K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 416.2K | +416.2K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 360.8K | +360.8K |
| MASTERS CAPITAL MANAGEMENT LLC | Increased | 700.0K | 1.0M | +328.2K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold Out | 225.1K | 0 | -225.1K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 211.0K | 0 | -211.0K |
| LMR Partners LLP | Sold Out | 201.0K | 0 | -201.0K |
| Clearbridge Investments, LLC | Increased | 724.9K | 890.2K | +165.4K |
| MORGAN STANLEY | Increased | 402.1K | 562.6K | +160.6K |
| UBS Group AG | Increased | 270.7K | 428.9K | +158.2K |
| BlackRock, Inc. | Increased | 2.8M | 2.9M | +153.4K |
| FMR LLC | Increased | 33.2M | 33.3M | +150.8K |
| Ghisallo Capital Management LLC | Reduced | 250.0K | 100.0K | -150.0K |
| MARSHALL WACE, LLP | Increased | 20.0K | 161.1K | +141.1K |
| Aureus Asset Management, LLC | New | 0 | 131.6K | +131.6K |
| AXIOM INVESTORS LLC /DE | Sold Out | 131.4K | 0 | -131.4K |
| Nuveen, LLC | Increased | 40.2K | 164.9K | +124.7K |
| Cinctive Capital Management LP | Sold Out | 122.9K | 0 | -122.9K |
| Squarepoint Ops LLC | New | 0 | 122.1K | +122.1K |
| GILDER GAGNON HOWE & CO LLC | Reduced | 383.3K | 263.8K | -119.5K |
| Weiss Asset Management LP | New | 0 | 118.4K | +118.4K |
| Holocene Advisors, LP | New | 0 | 118.1K | +118.1K |
| Trexquant Investment LP | New | 0 | 116.2K | +116.2K |
| Swiss National Bank | New | 0 | 108.8K | +108.8K |
| T. Rowe Price Investment Management, Inc. | Increased | 2.2M | 2.3M | +100.6K |
| HBK INVESTMENTS L P | Sold Out | 100.0K | 0 | -100.0K |
| SCS Capital Management LLC | New | 0 | 98.2K | +98.2K |
| Longaeva Partners L.P. | Sold Out | 95.9K | 0 | -95.9K |
| Bank of New York Mellon Corp | Increased | 79.0K | 171.8K | +92.7K |
| BANK OF AMERICA CORP /DE/ | Increased | 348.1K | 440.2K | +92.1K |
| Jump Financial, LLC | Reduced | 124.9K | 34.3K | -90.6K |
| Quantinno Capital Management LP | Increased | 75.8K | 166.2K | +90.3K |
| Corps Capital Advisors, LLC | Increased | 13.8K | 101.8K | +87.9K |
| SORA INVESTORS LLC | New | 0 | 86.0K | +86.0K |
| Walleye Capital LLC | Sold Out | 82.4K | 0 | -82.4K |
| Corient Private Wealth LP | Increased | 70.0K | 151.1K | +81.2K |
| Wealthspire Advisors, LLC | New | 0 | 80.1K | +80.1K |
| JPMORGAN CHASE & CO | Increased | 228.5K | 307.0K | +78.5K |
| GOLDMAN SACHS GROUP INC | Increased | 185.1K | 258.1K | +73.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 199.9K | 135.9K | -64.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 1.8K | 62.0K | +60.2K |
| XTX Topco Ltd | Sold Out | 60.1K | 0 | -60.1K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 59.7K | +59.7K |
| AMERIPRISE FINANCIAL INC | New | 0 | 58.0K | +58.0K |
| Mitsubishi UFJ Asset Management Co., Ltd. | Increased | 72.2K | 124.8K | +52.6K |
| BARCLAYS PLC | Reduced | 61.3K | 9.2K | -52.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 745.2K | 795.6K | +50.4K |
| IEQ CAPITAL, LLC | New | 0 | 47.1K | +47.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | New | 0 | 44.6K | +44.6K |
| SG Americas Securities, LLC | New | 0 | 43.1K | +43.1K |
| Schonfeld Strategic Advisors LLC | Sold Out | 39.7K | 0 | -39.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | New | 0 | 38.6K | +38.6K |
| AXQ CAPITAL, LP | Sold Out | 38.5K | 0 | -38.5K |
| CITADEL ADVISORS LLC | Increased | 833.9K | 872.3K | +38.4K |
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.