BETA · Company research
Beta Technologies, Inc. (BETA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Clean Yield Group | 1525865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8324 | 139427 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| STATE OF WISCONSIN INVESTMENT BOARD | 854157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21426 | 358886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 329320 | 5516110 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 529 | 8861 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SORA INVESTORS LLC | 1894532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86000 | 1440500 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62 | 1039 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2025 | 33919 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18643 | 312270 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76300 | 1278025 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13754 | 230380 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12300 | 206025 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80131 | 1342188 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31364 | 525347 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12007 | 201117 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1774 | 29715 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Green Alpha Advisors, LLC | 1439207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21346 | 357546 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1200 | 20100 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearbridge Investments, LLC | 1348883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 890249 | 14911679 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124800 | 2090400 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 149987 | 2512282 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Police & Firemen's Retirement System of New Jersey | 2040686 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9258 | 155072 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 8 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10999 | 184233 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Capricorn Fund Managers Ltd | 1901361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77550 | 1298963 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10915 | 182826 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44597 | 747000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26533 | 444428 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1391 | 23299 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Liberty Street Advisors, Inc. | 1489178 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 999202 | 16736634 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Burkehill Global Management, LP | 1904549 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 225000 | 3768750 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEVEN GRAND MANAGERS, LLC | 1909126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300000 | 5025000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 268 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 600 | 10050 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bollard Group LLC | 1556218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9798 | 164 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 544 | 9112 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70 | 1173 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12631 | 211570 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128900 | 2159075 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122080 | 2044840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Addison Advisors LLC | 1843745 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 900 | 15075 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3260 | 55000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cresset Asset Management, LLC | 1761013 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14719 | 246543 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10638 | 178 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| IMA Advisory Services, Inc. | 1455495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30 | 503 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1249598 | 20930767 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154 | 2580 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1786 | 29916 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1895677 | 31752590 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47129 | 789411 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Roble, Belko & Company, Inc | 1642305 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48 | 1 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2576444 | 43155437 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1599576 | 26792898 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1056 | 17688 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8508 | 142510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1135 | 19011 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15415 | 273002 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13089 | 219241 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21255 | 356021 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 153968 | 2578964 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 672 | 11256 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48585 | 814 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42634 | 714120 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23300 | 389926 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMAZON COM INC | 1018724 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11753896 | 196877758 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Centerpoint Advisors, LLC | 1733788 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2870 | 48 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 460252 | 7709221 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DRW Securities, LLC | 1481986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16800 | 281400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK HAPOALIM BM | 902528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13000 | 218 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ALLIANCEBERNSTEIN L.P. | 1109448 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48690 | 715743 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Sterling Capital Management LLC | 1329883 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 518 | 8677 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34295 | 574441 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11710 | 196142 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14957 | 250530 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 872324 | 14611427 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WPG Advisers, LLC | 2067343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 50 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33900 | 567825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Renaissance Capital LLC | 1535058 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16871 | 282589 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24073 | 403223 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51803 | 867700 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.