BETA Technologies, Inc. - BETA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | New | 33,079,297 | 933,166 | 0.05% | — | 1 | +33,079,297 | New | Q4 2025 | Feb 17, 2026 |
| GENERAL ELECTRIC CO | History | New | 22,862,874 | 644,961 | 98.46% | — | 2 | +22,862,874 | New | Q4 2025 | Feb 05, 2026 |
| TPG GP A, LLC | History | New | 16,395,435 | 462,515 | 17.21% | — | 3 | +16,395,435 | New | Q4 2025 | Feb 13, 2026 |
| AMAZON COM INC | History | New | 11,753,896 | 331,577 | 9.42% | — | 4 | +11,753,896 | New | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | New | 2,732,701 | 77,089 | 0.0% | — | 5 | +2,732,701 | New | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | New | 2,613,771 | 73,734 | 0.0% | — | 6 | +2,613,771 | New | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 2,143,851 | 60,478 | 0.02% | — | 7 | +2,143,851 | New | Q4 2025 | Feb 17, 2026 |
| NORGES BANK | History | New | 1,470,589 | 41,485 | 0.0% | — | 8 | +1,470,589 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 1,131,405 | 31,916 | 0.0% | — | 9 | +1,131,405 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 1,116,995 | 31,511 | 0.0% | — | 10 | +1,116,995 | New | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | New | 1,075,413 | 30,337 | 0.05% | — | 11 | +1,075,413 | New | Q4 2025 | Feb 12, 2026 |
| Liberty Street Advisors, Inc. | History | New | 999,202 | 28,187 | 47.15% | — | 12 | +999,202 | New | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 804,247 | 22,687 | 0.01% | — | 13 | +804,247 | New | Q4 2025 | Feb 17, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 770,689 | 21,741 | 0.03% | — | 14 | +770,689 | New | Q4 2025 | Feb 17, 2026 |
| Clearbridge Investments, LLC | History | New | 652,335 | 18,402 | 0.01% | — | 15 | +652,335 | New | Q4 2025 | Feb 11, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | New | 617,864 | 17,429 | 0.18% | — | 16 | +617,864 | New | Q4 2025 | Feb 17, 2026 |
| HITE Hedge Asset Management LLC | History | New | 612,868 | 17,289 | 1.1% | — | 17 | +612,868 | New | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 480,309 | 13,549 | 0.02% | — | 18 | +480,309 | New | Q4 2025 | Feb 13, 2026 |
| FIL Ltd | History | New | 459,237 | 12,955 | 0.01% | — | 19 | +459,237 | New | Q4 2025 | Feb 17, 2026 |
| Granahan Investment Management, LLC | History | New | 438,351 | 12,365 | 0.53% | — | 20 | +438,351 | New | Q4 2025 | Feb 17, 2026 |
| Pictet Asset Management Holding SA | History | New | 386,243 | 10,895 | 0.01% | — | 21 | +386,243 | New | Q4 2025 | Jan 29, 2026 |
| MARSHALL WACE, LLP | History | New | 377,771 | 10,656 | 0.01% | — | 22 | +377,771 | New | Q4 2025 | Feb 13, 2026 |
| Longaeva Partners L.P. | History | New | 349,608 | 9,862 | 0.83% | — | 23 | +349,608 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 339,461 | 9,576 | 0.0% | — | 24 | +339,461 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 330,929 | 9,340 | 0.0% | — | 25 | +330,929 | New | Q4 2025 | Feb 09, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 298,557 | 8,422 | 0.64% | — | 26 | +298,557 | New | Q4 2025 | Feb 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 287,241 | 8,103 | 0.01% | — | 27 | +287,241 | New | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 268,520 | 7,574 | 0.09% | — | 28 | +268,520 | New | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 264,732 | 7,468 | 0.0% | — | 29 | +264,732 | New | Q4 2025 | Feb 13, 2026 |
| Ghisallo Capital Management LLC | History | New | 250,000 | 7,052 | 0.31% | — | 30 | +250,000 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 241,540 | 6,813 | 0.0% | — | 31 | +241,540 | New | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 225,060 | 6,348 | 0.0% | — | 32 | +225,060 | New | Q4 2025 | Jan 22, 2026 |
| Burkehill Global Management, LP | History | New | 225,000 | 6,347 | 0.42% | — | 33 | +225,000 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | New | 219,360 | 6,188 | 0.02% | — | 34 | +219,360 | New | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 206,807 | 5,834 | 0.0% | — | 35 | +206,807 | New | Q4 2025 | Mar 25, 2026 |
| LMR Partners LLP | History | New | 200,968 | 5,669 | 0.01% | — | 36 | +200,968 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 200,657 | 5,660 | 0.0% | — | 37 | +200,657 | New | Q4 2025 | Feb 17, 2026 |
| Telemark Asset Management, LLC | History | New | 200,000 | 5,642 | 0.56% | — | 38 | +200,000 | New | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | New | 189,908 | 5,357 | 0.0% | — | 39 | +189,908 | New | Q4 2025 | Jan 29, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | New | 189,476 | 5,345 | 0.08% | — | 40 | +189,476 | New | Q4 2025 | Feb 17, 2026 |
| Alyeska Investment Group, L.P. | History | New | 177,867 | 5,017 | 0.01% | — | 41 | +177,867 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 160,290 | 4,521 | 0.0% | — | 42 | +160,290 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | New | 157,441 | 4,441 | 0.0% | — | 43 | +157,441 | New | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 134,349 | 3,789 | 0.02% | — | 44 | +134,349 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | New | 133,900 | 3,777 | 0.0% | — | 45 | +133,900 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 115,320 | 3,253 | 0.0% | — | 46 | +115,320 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 115,028 | 3,244 | 0.0% | — | 47 | +115,028 | New | Q4 2025 | Feb 17, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 104,400 | 2,945 | 0.03% | — | 48 | +104,400 | New | Q4 2025 | Feb 11, 2026 |
| HBK INVESTMENTS L P | History | New | 100,000 | 2,821 | 0.02% | — | 49 | +100,000 | New | Q4 2025 | Feb 17, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | New | 94,526 | 2,666 | 0.19% | — | 50 | +94,526 | New | Q4 2025 | Feb 13, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 88,261 | 2,489 | 0.0% | — | 51 | +88,261 | New | Q4 2025 | Feb 10, 2026 |
| Walleye Capital LLC | History | New | 79,608 | 2,245 | 0.01% | — | 52 | +79,608 | New | Q4 2025 | Feb 13, 2026 |
| Zimmer Partners, LP | History | New | 75,000 | 2,115 | 0.06% | — | 53 | +75,000 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 63,410 | 1,788 | 0.0% | — | 54 | +63,410 | New | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 50,000 | 1,410 | 0.02% | — | 55 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| BlueCrest Capital Management Ltd | History | New | 50,000 | 1,410 | 0.04% | — | 56 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Woodline Partners LP | History | New | 50,000 | 1,410 | 0.01% | — | 57 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| SG Americas Securities, LLC | History | New | 49,144 | 1,386 | 0.0% | — | 58 | +49,144 | New | Q4 2025 | Jan 09, 2026 |
| Symmetry Investments LP | History | New | 45,000 | 1,269 | 0.11% | — | 59 | +45,000 | New | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 40,036 | 1,130 | 0.0% | — | 60 | +40,036 | New | Q4 2025 | Feb 19, 2026 |
| Lykos Global Management, LP | History | New | 30,000 | 846 | 0.6% | — | 61 | +30,000 | New | Q4 2025 | Feb 17, 2026 |
| IMC-Chicago, LLC | History | New | 26,100 | 736 | 0.0% | — | 62 | +26,100 | New | Q4 2025 | Jan 29, 2026 |
| Hudson Bay Capital Management LP | History | New | 22,220 | 626 | 0.0% | — | 63 | +22,220 | New | Q4 2025 | Feb 13, 2026 |
| Green Alpha Advisors, LLC | History | New | 21,373 | 602 | 0.55% | — | 64 | +21,373 | New | Q4 2025 | Jan 07, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 21,000 | 592 | 0.02% | — | 65 | +21,000 | New | Q4 2025 | Feb 17, 2026 |
| Capricorn Fund Managers Ltd | History | New | 20,000 | 564 | 0.14% | — | 66 | +20,000 | New | Q4 2025 | Jan 21, 2026 |
| Pathstone Holdings, LLC | History | New | 17,023 | 480 | 0.0% | — | 67 | +17,023 | New | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | New | 17,500 | 478 | 0.0% | — | 68 | +17,500 | New | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 16,355 | 461 | 0.0% | — | 69 | +16,355 | New | Q4 2025 | Feb 18, 2026 |
| Renaissance Capital LLC | History | New | 15,949 | 449 | 0.32% | — | 70 | +15,949 | New | Q4 2025 | Jan 29, 2026 |
| Polar Asset Management Partners Inc. | History | New | 15,000 | 423 | 0.01% | — | 71 | +15,000 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,702 | 387 | 0.0% | — | 72 | +13,702 | New | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | New | 13,321 | 375 | 0.0% | — | 73 | +13,321 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 13,190 | 372 | 0.0% | — | 74 | +13,190 | New | Q4 2025 | Feb 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 13,184 | 371 | 0.0% | — | 75 | +13,184 | New | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 12,760 | 359 | 0.0% | — | 76 | +12,760 | New | Q4 2025 | Jan 20, 2026 |
| SIMPLEX TRADING, LLC | History | New | 11,811 | 333 | 0.0% | — | 77 | +11,811 | New | Q4 2025 | Feb 11, 2026 |
| GROUP ONE TRADING LLC | History | New | 11,700 | 330 | 0.0% | — | 78 | +11,700 | New | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 10,518 | 296 | 0.09% | — | 80 | +10,518 | New | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 10,500 | 296 | 0.0% | — | 79 | +10,500 | New | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 10,293 | 290 | 0.0% | — | 81 | +10,293 | New | Q4 2025 | Feb 13, 2026 |
| COHEN & STEERS, INC. | History | New | 10,000 | 282 | 0.0% | — | 82 | +10,000 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 9,912 | 279 | 0.0% | — | 83 | +9,912 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 9,874 | 277 | 0.0% | — | 84 | +9,874 | New | Q4 2025 | Feb 13, 2026 |
| Corps Capital Advisors, LLC | History | New | 8,800 | 248 | 0.26% | — | 85 | +8,800 | New | Q4 2025 | Feb 13, 2026 |
| Quadrature Capital Ltd | History | New | 8,726 | 246 | 0.0% | — | 86 | +8,726 | New | Q4 2025 | Feb 17, 2026 |
| Clean Yield Group | History | New | 8,324 | 234 | 0.06% | — | 87 | +8,324 | New | Q4 2025 | Jan 26, 2026 |
| Legal & General Group Plc | History | New | 7,821 | 221 | 0.0% | — | 88 | +7,821 | New | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 7,575 | 213 | 0.0% | — | 89 | +7,575 | New | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 7,425 | 209 | 0.0% | — | 90 | +7,425 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,580 | 100 | 0.0% | — | 91 | +3,580 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | New | 2,638 | 74 | 0.0% | — | 92 | +2,638 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,493 | 70 | 0.0% | — | 93 | +2,493 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | New | 1,971 | 55 | 0.0% | — | 94 | +1,971 | New | Q4 2025 | Jan 30, 2026 |
| Centerpoint Advisors, LLC | History | New | 1,600 | 45 | 0.01% | — | 95 | +1,600 | New | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 1,493 | 42 | 0.02% | — | 96 | +1,493 | New | Q4 2025 | Jan 14, 2026 |
| Manchester Capital Management LLC | History | New | 1,340 | 37 | 0.01% | — | 97 | +1,340 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,225 | 34 | 0.0% | — | 98 | +1,225 | New | Q4 2025 | Mar 16, 2026 |
| RiverPark Advisors, LLC | History | New | 1,194 | 33 | 0.01% | — | 99 | +1,194 | New | Q4 2025 | Feb 17, 2026 |
| Sandia Investment Management LP | History | New | 905 | 25 | 0.06% | — | 100 | +905 | New | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | New | 769 | 21 | 0.0% | — | 101 | +769 | New | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | New | 600 | 16 | 0.0% | — | 102 | +600 | New | Q4 2025 | Jan 12, 2026 |
| Parkside Financial Bank & Trust | History | New | 500 | 14 | 0.0% | — | 103 | +500 | New | Q4 2025 | Feb 13, 2026 |
| TCTC Holdings, LLC | History | New | 400 | 11 | 0.0% | — | 104 | +400 | New | Q4 2025 | Feb 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 363 | 10 | 0.0% | — | 105 | +363 | New | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | New | 350 | 9 | 0.0% | — | 107 | +350 | New | Q4 2025 | Feb 03, 2026 |
| Mascoma Wealth Management LLC | History | New | 340 | 9 | 0.0% | — | 106 | +340 | New | Q4 2025 | Feb 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 315 | 8 | 0.0% | — | 110 | +315 | New | Q4 2025 | Jan 23, 2026 |
| Bogart Wealth, LLC | History | New | 300 | 8 | 0.0% | — | 109 | +300 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | New | 285 | 8 | 0.0% | — | 108 | +285 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | New | 275 | 7 | 0.0% | — | 114 | +275 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | New | 270 | 7 | 0.0% | — | 113 | +270 | New | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 265 | 7 | 0.0% | — | 111 | +265 | New | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 250 | 7 | 0.0% | — | 112 | +250 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | New | 200 | 5 | 0.0% | — | 115 | +200 | New | Q4 2025 | Feb 04, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 178 | 5 | 0.0% | — | 116 | +178 | New | Q4 2025 | Jan 30, 2026 |
| Bell Investment Advisors, Inc | History | New | 175 | 4 | 0.0% | — | 118 | +175 | New | Q4 2025 | Feb 24, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 148 | 4 | 0.0% | — | 117 | +148 | New | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | New | 141 | 3 | 0.0% | — | 119 | +141 | New | Q4 2025 | Jan 08, 2026 |
| North Star Investment Management Corp. | History | New | 137 | 3 | 0.0% | — | 120 | +137 | New | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | New | 101 | 2 | 0.0% | — | 121 | +101 | New | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | New | 100 | 2 | 0.0% | — | 122 | +100 | New | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | New | 100 | 2 | 0.0% | — | 123 | +100 | New | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | New | 100 | 2 | 0.0% | — | 125 | +100 | New | Q4 2025 | Jan 14, 2026 |
| Avion Wealth | History | New | 82 | 2 | 0.0% | — | 124 | +82 | New | Q4 2025 | Jan 23, 2026 |
| Global Retirement Partners, LLC | History | New | 70 | 1 | 0.0% | — | 129 | +70 | New | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 64 | 1 | 0.0% | — | 127 | +64 | New | Q4 2025 | Jan 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 56 | 1 | 0.0% | — | 128 | +56 | New | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 53 | 1 | 0.0% | — | 130 | +53 | New | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | New | 47 | 1 | 0.0% | — | 126 | +47 | New | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 40 | 1 | 0.0% | — | 131 | +40 | New | Q4 2025 | Jan 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q4 2025 | Jan 12, 2026 |
| Bernard Wealth Management Corp. | History | New | 30 | 0 | — | — | — | +30 | New | Q4 2025 | Jan 15, 2026 |
| SHP Wealth Management | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Mar 04, 2026 |
| OPTIMA CAPITAL LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Jan 23, 2026 |
| Cornerstone Financial Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 13, 2026 |
| WPG Advisers, LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 28, 2026 |
| GAMMA Investing LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 05, 2026 |