Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BETA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 33.2M | $487.9M | +0.3% | 14.932% | 0.03% |
| 2 | GENERAL ELECTRIC CO | 20.3M | $298.6M | -11.2% | 9.138% | 96.86% |
| 3 | TPG GP A, LLC | 16.4M | $241.0M | 0.0% | 7.377% | 6.55% |
| 4 | AMAZON COM INC | 11.8M | $172.8M | 0.0% | 5.288% | 6.57% |
| 5 | BlackRock, Inc. | 2.8M | $40.8M | +6.2% | 1.249% | 0.00% |
| 6 | STATE STREET CORP | 2.1M | $30.9M | +1469.1% | 0.945% | 0.00% |
| 7 | HITE Hedge Asset Management LLC | 1.9M | $27.9M | +209.8% | 0.854% | 1.58% |
| 8 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.6M | $23.3M | +105.5% | 0.713% | 0.04% |
| 9 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $20.6M | — | 0.629% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $19.8M | — | 0.607% | 0.00% |
| 11 | CITADEL ADVISORS LLC | 1.0M | $15.2M | -8.6% | 0.465% | 0.01% |
| 12 | Liberty Street Advisors, Inc. | 999K | $14.7M | 0.0% | 0.450% | 35.45% |
| 13 | FEDERATED HERMES, INC. | 844K | $12.4M | -21.6% | 0.380% | 0.02% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 745K | $11.0M | +125.2% | 0.335% | 0.00% |
| 15 | Clearbridge Investments, LLC | 725K | $10.7M | +11.1% | 0.326% | 0.01% |
| 16 | MASTERS CAPITAL MANAGEMENT LLC | 700K | $10.3M | — | 0.315% | 0.92% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 505K | $7.4M | +48.8% | 0.227% | 0.00% |
| 18 | Invesco Ltd. | 441K | $6.5M | — | 0.198% | 0.00% |
| 19 | GRANAHAN INVESTMENT MANAGEMENT INC/MA | 432K | $6.3M | -1.5% | 0.194% | 0.31% |
| 20 | MORGAN STANLEY | 402K | $5.9M | +155.4% | 0.181% | 0.00% |
| 21 | GILDER GAGNON HOWE & CO LLC | 383K | $5.6M | -38.0% | 0.172% | 0.07% |
| 22 | Pictet Asset Management Holding SA | 369K | $5.4M | -4.5% | 0.166% | 0.01% |
| 23 | BANK OF AMERICA CORP /DE/ | 348K | $5.1M | +117.2% | 0.157% | 0.00% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 340K | $5.0M | +28.5% | 0.153% | 0.00% |
| 25 | Marino Management, LLC | 314K | $4.6M | — | 0.141% | 0.84% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BETA — a direct measure of their conviction.
Filings activity in BETA during Q1 2026, grouped by how each filer changed its position.
2 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 145 | +6.6% | 43.21% | 41.67 pp | $1.56B | 49% |
| Q4 2025 | 136 | — | 84.88% | — | $3.06B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BETA stock.
Based on Q1 2026 13F filings, institutional ownership of BETA Technologies, Inc. stands at 43.2%, held across 145 reporting institutions.
FMR LLC is the largest reported institutional holder of BETA, with approximately 33,187,390 shares worth $0.49B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of BETA, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BETA is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
51 institutions opened new positions in BETA during Q1 2026, while 42 fully exited. 25 added to existing positions and 69 trimmed.
BETA institutional ownership fell by 41.67 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 87.5% of all reported 13F value in BETA, and the top 25 account for 95.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
BETA Technologies, Inc. (BETA) Institutional Ownership