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Who owns BETAWhat BETA owns — n/a

Who owns BETA Technologies, Inc.?

Institutional ownership of BETA from SEC Form 13F filings across 145 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

145

13F holders

$1.22B

value, 2026 filers

32.7%

of shares outstanding (72.8M sh)

51

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BETA's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1FMR LLC33.3M$558.4M0.0%15%+0.5%
2TPG GP A, LLC16.4M$274.6M5.5%7.4%0.0%
3BlackRock, Inc.2.9M$49.1M0.0%1.3%+5.5%
4VANGUARD PORTFOLIO MANAGEMENT LLC1.9M$31.8M0.0%0.9%+40.6%
5HITE Hedge Asset Management LLC1.9M$31.7M1.7%0.9%-0.3%
6VANGUARD CAPITAL MANAGEMENT LLC1.8M$30.5M0.0%0.8%-34.9%
7NORGES BANKNEW1.2M$20.9M0.0%0.6%new
8Liberty Street Advisors, Inc.999,202$16.7M3.3%0.4%0.0%
9MILLENNIUM MANAGEMENT LLC971,297$16.3M0.0%0.4%+1757.0%
10Clearbridge Investments, LLC890,249$14.9M0.0%0.4%+22.8%
11CITADEL ADVISORS LLC872,324$14.6M0.0%0.4%+4.6%
12GEODE CAPITAL MANAGEMENT, LLC795,558$13.3M0.0%0.4%+6.8%
13ADAGE CAPITAL PARTNERS GP, L.L.C.672,505$11.3M0.0%0.3%-57.5%
14MORGAN STANLEY562,634$9.4M0.0%0.3%+39.9%
15Invesco Ltd.478,671$8.0M0.0%0.2%+8.5%
16BANK OF AMERICA CORP /DE/440,151$7.4M0.0%0.2%+26.4%
17UBS Group AG428,900$7.2M0.0%0.2%+58.5%
18Pictet Asset Management Holding SA397,816$6.7M0.0%0.2%+7.8%
19Sixth Street Partners Management Company, L.P.NEW329,320$5.5M1.0%0.1%new
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC329,320$5.5M0.0%0.1%-3.2%
21JPMORGAN CHASE & CO306,997$5.1M0.0%0.1%+34.3%
22SEVEN GRAND MANAGERS, LLC300,000$5.0M0.2%0.1%+0.5%
23GILDER GAGNON HOWE & CO LLC263,765$4.4M0.0%0.1%-31.2%
24GOLDMAN SACHS GROUP INC258,109$4.3M0.0%0.1%+39.4%
25HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND225,000$3.8M0.0%0.1%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.