BETA TECHNOLOGIES INC -CL A BETA
$18.11
+4.2% 52w: $13.59 – $36.80
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data13.5925.1936.80
Nov 4, 2025 Jul 2, 2026
Institutional holders
145
+8 QoQ
13F value
$1.59B
-49.2% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.6×
$3.7M calls / $6.4M puts
Institutional value by quarter
Number of holders
Who owns BETA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 33.2M | $487.9M | 0.0% | +0.3% |
| General Electric Co ★2 | Fundamental diversified | 20.3M | $298.6M | 96.9% | -11.2% |
| TPG GP A, LLC ★2 | Fundamental concentrated | 16.4M | $241.0M | 6.6% | Held |
| AMAZON COM INC ★3 | Fundamental concentrated | 11.8M | $172.8M | 6.6% | Held |
| BlackRock, Inc. | Index provider | 2.8M | $40.8M | 0.0% | +6.2% |
| T. Rowe Price Investment Management, Inc. | Long only active | 2.2M | $31.9M | 0.0% | +68.0% |
| STATE STREET CORP | Index provider | 2.1M | $30.9M | 0.0% | +1469.1% |
| HITE Hedge Asset Management LLC ★2 | Fundamental diversified | 1.9M | $27.9M | 1.6% | +209.8% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 1.6M | $23.3M | 0.0% | +105.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.4M | $20.6M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.3M | $19.8M | 0.0% | — |
| Liberty Street Advisors, Inc. ★2 | Fundamental diversified | 999.2K | $14.7M | 35.5% | Held |
| FEDERATED HERMES, INC. | Diversified mechanical | 843.7K | $12.4M | 0.0% | -21.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 833.9K | $12.3M | 0.0% | -18.7% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 745.2K | $11.0M | 0.0% | +125.2% |
| Clearbridge Investments, LLC | Other | 724.9K | $10.7M | 0.0% | +11.1% |
| MASTERS CAPITAL MANAGEMENT LLC ★3 | Fundamental concentrated | 700.0K | $10.3M | 1.5% | New |
| Invesco Ltd. | Index provider | 441.2K | $6.5M | 0.0% | New |
| Granahan Investment Management, LLC | Other | 432.0K | $6.3M | 0.3% | -1.5% |
| MORGAN STANLEY | Bank broker | 402.1K | $5.9M | 0.0% | +155.4% |
| GILDER GAGNON HOWE & CO LLC | Other | 383.3K | $5.6M | 0.1% | -38.0% |
| Pictet Asset Management Holding SA | Diversified mechanical | 368.9K | $5.4M | 0.0% | -4.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 348.1K | $5.1M | 0.0% | +117.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 340.2K | $5.0M | 0.0% | +28.5% |
| Marino Management, LLC | Wealth advisor | 314.0K | $4.6M | 0.8% | New |
| SEVEN GRAND MANAGERS, LLC ★2 | Fundamental diversified | 298.6K | $4.4M | 0.3% | Held |
| UBS Group AG | Bank broker | 270.7K | $4.0M | 0.0% | +42.5% |
| Ghisallo Capital Management LLC | Quant stat arb | 250.0K | $3.7M | 0.1% | Held |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 225.1K | $3.3M | 0.0% | 0.0% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Diversified mechanical | 225.0K | $3.3M | 0.0% | -53.2% |
| Burkehill Global Management, LP | Quant stat arb | 225.0K | $3.3M | 0.2% | Held |
| JPMORGAN CHASE & CO | Bank broker | 228.5K | $3.1M | 0.0% | +98.2% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 211.0K | $3.1M | 0.0% | +232.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 208.6K | $3.1M | 0.0% | — |
| LMR Partners LLP | Quant stat arb | 201.0K | $3.0M | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 199.9K | $2.9M | 0.0% | +6.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 185.1K | $2.7M | 0.0% | -10.5% |
| Alyeska Investment Group, L.P. | Quant stat arb | 177.9K | $2.6M | 0.0% | Held |
| AXIOM INVESTORS LLC /DE ★2 | Fundamental diversified | 131.4K | $1.9M | 0.0% | +25.9% |
| Jump Financial, LLC | Market maker | 124.9K | $1.8M | 0.0% | New |
| Cinctive Capital Management LP | Quant stat arb | 122.9K | $1.8M | 0.1% | New |
| HBK INVESTMENTS L P ★2 | Fundamental diversified | 100.0K | $1.5M | 0.0% | Held |
| Longaeva Partners L.P. ★2 | Fundamental diversified | 95.9K | $1.4M | 0.1% | -72.6% |
| Capricorn Fund Managers Ltd ★2 | Fundamental diversified | 83.7K | $1.2M | 0.2% | +318.5% |
| Walleye Capital LLC | Multistrat pod | 82.4K | $1.2M | 0.0% | +3.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 79.0K | $1.2M | 0.0% | New |
| Quantinno Capital Management LP | Diversified mechanical | 75.8K | $1.1M | 0.0% | New |
| TD Asset Management Inc | Diversified mechanical | 72.9K | $1.1M | 0.0% | -17.4% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 72.2K | $1.1M | 0.0% | +312.6% |
| Corient Private Wealth LLC | Diversified mechanical | 70.0K | $1.0M | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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