Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BETA Technologies, Inc.

CIK 0001784570BETA· quarter ending 2026-06-30

Shares outstanding

233,941,060

as of 2026-08-06 · 10-Q cover page, filed 2026-08-12

Held by 13F filers

114,462,731

50.8% of Common Class A

Holders

189

+44 vs 2026-03-31 · 71 new, 27 exited

Value

$1.9B

shares +6.1% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-12, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	BETA · NYSE	225,439,576	114,462,731	50.8%	189	086921103
Common Class B	not listed	8,501,484	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	086921103	COM SHS CL A	189	114,462,731	225,439,576	50.8%	$1.9B	4 call / 3 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (189 of 189 · 086921103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	FMR LLC	33,338,140	14.79%	$558.4M	+150,750 (+0.5%)
2	General Electric Co	20,310,407	9.01%	$340.2M	—
3	TPG GP A, LLC	16,395,435	7.27%	$274.6M	—
4	AMAZON COM INC	11,753,896	5.21%	$196.9M	—
5	BlackRock, Inc.	2,930,242	1.30%	$49.1M	+153,441 (+5.5%)
6	STATE STREET CORP	2,576,444	1.14%	$43.2M	+475,440 (+22.6%)
7	T. Rowe Price Investment Management, Inc.	2,272,421	1.01%	$38.1M	+100,566 (+4.6%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	1,895,677	0.84%	$31.8M	+547,581 (+40.6%)
9	HITE Hedge Asset Management LLC	1,892,275	0.84%	$31.7M	-6,284 (-0.3%)
10	VANGUARD CAPITAL MANAGEMENT LLC	1,820,798	0.81%	$30.5M	+422,739 (+30.2%)
11	Empire Life Investments Inc.	1,337,839	0.59%	$22.4M	NEW
12	NORGES BANK	1,249,598	0.55%	$20.9M	NEW
13	MASTERS CAPITAL MANAGEMENT LLC	1,028,200	0.46%	$17.2M	+328,200 (+46.9%)
14	Liberty Street Advisors, Inc.	999,202	0.44%	$16.7M	—
15	MILLENNIUM MANAGEMENT LLC	971,297	0.43%	$16.3M	+918,993 (+1757.0%)
16	Clearbridge Investments, LLC	890,249	0.39%	$14.9M	+165,376 (+22.8%)
17	CITADEL ADVISORS LLC	872,324	0.39%	$14.6M	+38,397 (+4.6%)
18	GEODE CAPITAL MANAGEMENT, LLC	795,558	0.35%	$13.3M	+50,368 (+6.8%)
19	ADAGE CAPITAL PARTNERS GP, L.L.C.	672,505	0.30%	$11.3M	-911,089 (-57.5%)
20	MORGAN STANLEY	562,634	0.25%	$9.4M	+160,582 (+39.9%)
21	Invesco Ltd.	478,671	0.21%	$8.0M	+37,514 (+8.5%)
22	BANK OF AMERICA CORP /DE/	440,151	0.20%	$7.4M	+92,054 (+26.4%)
23	UBS Group AG	428,900	0.19%	$7.2M	+158,217 (+58.5%)
24	Granahan Investment Management, LLC	422,493	0.19%	$7.1M	-9,465 (-2.2%)
25	AQR CAPITAL MANAGEMENT LLC	416,227	0.18%	$7.0M	NEW
26	Pictet Asset Management Holding SA	397,816	0.18%	$6.7M	+28,946 (+7.8%)
27	SEGALL BRYANT & HAMILL, LLC	360,845	0.16%	$6.0M	NEW
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	329,320	0.15%	$5.5M	-10,866 (-3.2%)
29	Marino Management, LLC	313,992	0.14%	$5.3M	—
30	JPMORGAN CHASE & CO	306,997	0.14%	$5.1M	+78,462 (+34.3%)
31	SEVEN GRAND MANAGERS, LLC	300,000	0.13%	$5.0M	+1,443 (+0.5%)
32	GILDER GAGNON HOWE & CO LLC	263,765	0.12%	$4.4M	-119,489 (-31.2%)
33	GOLDMAN SACHS GROUP INC	258,109	0.11%	$4.3M	+73,016 (+39.4%)
34	Burkehill Global Management, LP	225,000	0.10%	$3.8M	—
35	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	225,000	0.10%	$3.8M	—
36	VANGUARD FIDUCIARY TRUST CO	220,726	0.10%	$3.7M	+12,120 (+5.8%)
37	Alyeska Investment Group, L.P.	177,867	0.08%	$3.0M	—
38	Bank of New York Mellon Corp	171,772	0.08%	$2.9M	+92,740 (+117.3%)
39	Quantinno Capital Management LP	166,153	0.07%	$2.8M	+90,313 (+119.1%)
40	Nuveen, LLC	164,883	0.07%	$2.8M	+124,669 (+310.0%)
41	MARSHALL WACE, LLP	161,119	0.07%	$2.7M	+141,075 (+703.8%)
42	Corient Private Wealth LP	151,118	0.07%	$2.5M	+81,150 (+116.0%)
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	135,874	0.06%	$2.3M	-64,013 (-32.0%)
44	Aureus Asset Management, LLC	131,594	0.06%	$2.2M	NEW
45	Mitsubishi UFJ Asset Management Co., Ltd.	124,800	0.06%	$2.1M	+52,600 (+72.9%)
46	Squarepoint Ops LLC	122,080	0.05%	$2.0M	NEW
47	Weiss Asset Management LP	118,364	0.05%	$2.0M	NEW
48	Holocene Advisors, LP	118,148	0.05%	$2.0M	NEW
49	Trexquant Investment LP	116,150	0.05%	$1.9M	NEW
50	Swiss National Bank	108,800	0.05%	$1.8M	NEW
51	Corps Capital Advisors, LLC	101,752	0.05%	$1.7M	+87,912 (+635.2%)
52	Ghisallo Capital Management LLC	100,000	0.04%	$1.7M	-150,000 (-60.0%)
53	SCS Capital Management LLC	98,240	0.04%	$1.6M	NEW
54	SORA INVESTORS LLC	86,000	0.04%	$1.4M	NEW
55	Wealthspire Advisors, LLC	80,131	0.04%	$1.3M	NEW
56	Capricorn Fund Managers Ltd	77,550	0.03%	$1.3M	-6,146 (-7.3%)
57	TD Asset Management Inc	76,300	0.03%	$1.3M	+3,382 (+4.6%)
58	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	62,015	0.03%	$1.0M	+60,199 (+3314.9%)
59	RENAISSANCE TECHNOLOGIES LLC	59,700	0.03%	$1000K	NEW
60	AMERIPRISE FINANCIAL INC	57,952	0.03%	$971K	NEW
61	CITIGROUP INC	54,926	0.02%	$920K	+33,225 (+153.1%)
62	WELLS FARGO & COMPANY/MN	48,692	0.02%	$816K	+24,287 (+99.5%)
63	ALLIANCEBERNSTEIN L.P.	48,690	0.02%	$716K	+30,910 (+173.8%)
64	PRICE T ROWE ASSOCIATES INC /MD/	48,585	0.02%	$814K	+9,369 (+23.9%)
65	IEQ CAPITAL, LLC	47,129	0.02%	$789K	NEW
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	44,597	0.02%	$747K	NEW
67	MANUFACTURERS LIFE INSURANCE COMPANY, THE	44,549	0.02%	$746K	+10,363 (+30.3%)
68	RHUMBLINE ADVISERS	43,749	0.02%	$733K	+13,516 (+44.7%)
69	SG Americas Securities, LLC	43,099	0.02%	$722K	NEW
70	BNP PARIBAS FINANCIAL MARKETS	42,634	0.02%	$714K	+14,734 (+52.8%)
71	VANGUARD ASSET MANAGEMENT, Ltd	38,585	0.02%	$646K	NEW
72	Mariner, LLC	38,063	0.02%	$638K	NEW
73	Pathstone Holdings, LLC	37,788	0.02%	$634K	+21,138 (+127.0%)
74	Y-Intercept (Hong Kong) Ltd	37,680	0.02%	$631K	NEW
75	RAYMOND JAMES FINANCIAL INC	36,464	0.02%	$611K	+7,273 (+24.9%)
76	FIRST FOUNDATION ADVISORS	35,650	0.02%	$597K	—
77	DEUTSCHE BANK AG\	34,486	0.02%	$578K	+10,122 (+41.5%)
78	Jump Financial, LLC	34,323	0.02%	$575K	-90,577 (-72.5%)
79	Advisory Services Network, LLC	33,345	0.01%	$559K	NEW
80	Composition Wealth, LLC	32,474	0.01%	$544K	NEW
81	Legal & General Group Plc	32,291	0.01%	$541K	+29,379 (+1008.9%)
82	IMC-Chicago, LLC	32,184	0.01%	$539K	NEW
83	Zurcher Kantonalbank (Zurich Cantonalbank)	31,364	0.01%	$525K	NEW
84	FEDERATED HERMES, INC.	29,841	0.01%	$500K	-813,872 (-96.5%)
85	MOODY NATIONAL BANK TRUST DIVISION	26,587	0.01%	$445K	—
86	Aquatic Capital Management LLC	26,533	0.01%	$444K	NEW
87	SIMPLEX TRADING, LLC	26,132	0.01%	$438K	+20,872 (+396.8%)
88	Vident Advisory, LLC	25,683	0.01%	$430K	NEW
89	Woodline Partners LP	25,000	0.01%	$419K	-25,000 (-50.0%)
90	MERCER GLOBAL ADVISORS INC /ADV	24,808	0.01%	$416K	NEW
91	LPL Financial LLC	24,679	0.01%	$413K	+4,317 (+21.2%)
92	Jupiter Topco LLC	23,300	0.01%	$390K	NEW
93	Sowell Financial Services LLC	21,827	0.01%	$366K	+10,605 (+94.5%)
94	STATE OF WISCONSIN INVESTMENT BOARD	21,426	0.01%	$359K	+5,775 (+36.9%)
95	Green Alpha Advisors, LLC	21,346	0.01%	$358K	+274 (+1.3%)
96	MetLife Investment Management, LLC	18,643	0.01%	$312K	—
97	SummitTX Capital, L.P.	18,362	0.01%	$308K	NEW
98	Wealthfront Advisers LLC	17,958	0.01%	$301K	+500 (+2.9%)
99	Kingsview Wealth Management, LLC	17,170	0.01%	$288K	NEW
100	Renaissance Capital LLC	16,871	0.01%	$283K	+1,176 (+7.5%)
101	State of Wyoming	16,437	0.01%	$275K	NEW
102	Evercore Wealth Management, LLC	15,691	0.01%	$263K	NEW
103	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	15,600	0.01%	$261K	-1 (-0.0%)
104	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	15,415	0.01%	$273K	NEW
105	LOS ANGELES CAPITAL MANAGEMENT LLC	15,077	0.01%	$253K	NEW
106	ARIZONA STATE RETIREMENT SYSTEM	14,957	0.01%	$251K	NEW
107	Cresset Asset Management, LLC	14,719	0.01%	$247K	NEW
108	J. Derek Lewis & Associates Inc.	14,600	0.01%	$245K	NEW
109	Integrated Wealth Concepts LLC	14,057	0.01%	$235K	NEW
110	Vanguard Investments Australia, Ltd.	13,754	0.01%	$230K	NEW
111	Cerity Partners LLC	13,162	0.01%	$220K	NEW
112	VICTORY CAPITAL MANAGEMENT INC	13,089	0.01%	$219K	NEW
113	BANK HAPOALIM BM	13,000	0.01%	$218K	NEW
114	STIFEL FINANCIAL CORP	12,631	0.01%	$212K	NEW
115	Russell Investments Group, Ltd.	12,439	0.01%	$208K	+9,929 (+395.6%)
116	KLP KAPITALFORVALTNING AS	12,300	0.01%	$206K	NEW
117	COMMONWEALTH EQUITY SERVICES, LLC	12,218	0.01%	$205K	NEW
118	Vanguard Global Advisers, LLC	12,099	0.01%	$203K	—
119	Creative Planning	12,007	0.01%	$201K	NEW
120	Advisors Capital Management, LLC	11,894	0.01%	$199K	NEW
121	SEI INVESTMENTS CO	11,317	0.01%	$190K	-1,881 (-14.3%)
122	ALLSTATE CORP	10,999	0.00%	$184K	NEW
123	BESSEMER GROUP INC	10,638	0.00%	$178K	NEW
124	NEW YORK STATE COMMON RETIREMENT FUND	10,400	0.00%	$174K	—
125	Brevan Howard Capital Management LP	10,335	0.00%	$173K	NEW
126	CAPTRUST FINANCIAL ADVISORS	10,037	0.00%	$168K	NEW
127	Bollard Group LLC	9,798	0.00%	$164K	+8,298 (+553.2%)
128	Police & Firemen's Retirement System of New Jersey	9,258	0.00%	$155K	—
129	BARCLAYS PLC	9,201	0.00%	$154K	-52,099 (-85.0%)
130	Clean Yield Group	8,324	0.00%	$139K	—
131	OSAIC HOLDINGS, INC.	7,793	0.00%	$131K	+3,831 (+96.7%)
132	ROYAL BANK OF CANADA	5,033	0.00%	$84K	-2,265 (-31.0%)
133	Parallel Advisors, LLC	3,573	0.00%	$60K	+250 (+7.5%)
134	JONES FINANCIAL COMPANIES LLLP	3,290	0.00%	$55K	+930 (+39.4%)
135	Centerpoint Advisors, LLC	2,870	0.00%	$48K	+600 (+26.4%)
136	Arax Advisory Partners	2,781	0.00%	$47K	+2,614 (+1565.3%)
137	Ameritas Investment Partners, Inc.	2,722	0.00%	$46K	—
138	WHITTIER TRUST CO OF NEVADA INC	2,269	0.00%	$39K	NEW
139	Caitong International Asset Management Co., Ltd	2,025	0.00%	$34K	-2,824 (-58.2%)
140	IFP Advisors, Inc	1,803	0.00%	$30K	+1,528 (+555.6%)
141	Allworth Financial LP	1,786	0.00%	$30K	+1,286 (+257.2%)
142	Rockefeller Capital Management L.P.	1,774	0.00%	$30K	+311 (+21.3%)
143	WOLFF WIESE MAGANA LLC	1,493	0.00%	$25K	—
144	Tower Research Capital LLC (TRC)	1,438	0.00%	$24K	+693 (+93.0%)
145	Manchester Capital Management LLC	1,340	0.00%	$22K	—
146	Farther Finance Advisors, LLC	1,232	0.00%	$21K	+582 (+89.5%)
147	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	1,200	0.00%	$20K	NEW
148	Mascoma Wealth Management LLC	1,135	0.00%	$19K	—
149	Steward Partners Investment Advisory, LLC	1,056	0.00%	$18K	—
150	PNC Financial Services Group, Inc.	947	0.00%	$16K	+286 (+43.3%)
151	Addison Advisors LLC	900	0.00%	$15K	+63 (+7.5%)
152	Aster Capital Management (DIFC) Ltd	859	0.00%	$14K	NEW
153	FIFTH THIRD BANCORP	855	0.00%	$14K	+701 (+455.2%)
154	EverSource Wealth Advisors, LLC	724	0.00%	$12K	NEW
155	Rialto Wealth Management, LLC	600	0.00%	$10K	—
156	SBI Securities Co., Ltd.	544	0.00%	$9K	-274 (-33.5%)
157	Kemnay Advisory Services Inc.	529	0.00%	$9K	NEW
158	Sterling Capital Management LLC	518	0.00%	$9K	-26 (-4.8%)
159	Global Retirement Partners, LLC	500	0.00%	$8K	NEW
160	Avion Wealth	500	0.00%	$8K	—
161	ROTHSCHILD INVESTMENT LLC	475	0.00%	$8K	NEW
162	Community Financial Services Group, LLC	469	0.00%	$8K	-100 (-17.6%)
163	Atlantic Union Bankshares Corp	400	0.00%	$7K	—
164	MassMutual Private Wealth & Trust, FSB	302	0.00%	$5K	+146 (+93.6%)
165	Darwin Wealth Management, LLC	300	0.00%	$5K	NEW
166	Bogart Wealth, LLC	300	0.00%	$5K	—
167	NATIONAL BANK OF CANADA /FI/	245	0.00%	$4K	+15 (+6.5%)
168	GAMMA Investing LLC	236	0.00%	$4K	NEW
169	US BANCORP \DE\	221	0.00%	$4K	—
170	True Wealth Design, LLC	200	0.00%	$3K	NEW
171	HARBOUR INVESTMENTS, INC.	167	0.00%	$3K	+16 (+10.6%)
172	Essential Partners LLC	154	0.00%	$3K	NEW
173	ADIRONDACK TRUST CO	141	0.00%	$2K	—
174	Versant Capital Management, Inc	70	0.00%	$1K	NEW
175	Bare Financial Services, Inc	62	0.00%	$1K	NEW
176	North Star Investment Management Corp.	50	0.00%	$838	—
177	Roble, Belko & Company, Inc	48	0.00%	$1K	NEW
178	SHP Wealth Management	47	0.00%	$787	+27 (+135.0%)
179	SJS Investment Consulting Inc.	47	0.00%	$788	+38 (+422.2%)
180	Covestor Ltd	43	0.00%	$1K	NEW
181	HORIZON FINANCIAL SERVICES, LLC	33	0.00%	$553	—
182	IMA Advisory Services, Inc.	30	0.00%	$503	NEW
183	HM PAYSON & CO	30	0.00%	$503	—
184	Investors Portfolio Services LLC	25	0.00%	$419	NEW
185	JPL Wealth Management, LLC	19	0.00%	$319	NEW
186	Clearstead Advisors, LLC	16	0.00%	$269	NEW
187	Cornerstone Financial Management LLC	16	0.00%	$268	—
188	HUNTINGTON NATIONAL BANK	12	0.00%	$201	—
189	WPG Advisers, LLC	3	0.00%	$50	-124 (-97.6%)

Exited since 2026-03-31 (27 filers; largest 25 shown)

MASSACHUSETTS FINANCIAL SERVICES CO /MA/	−225,076
TWO SIGMA INVESTMENTS, LP	−210,987
LMR Partners LLP	−200,968
AXIOM INVESTORS LLC /DE	−131,445
Cinctive Capital Management LP	−122,878
HBK INVESTMENTS L P	−100,000
Longaeva Partners L.P.	−95,925
Walleye Capital LLC	−82,441
XTX Topco Ltd	−60,068
Schonfeld Strategic Advisors LLC	−39,720
AXQ CAPITAL, LP	−38,471
READYSTATE ASSET MANAGEMENT LP	−25,000
Quantbot Technologies LP	−20,583
Centiva Capital, LP	−17,145
Man Group plc	−15,723
BOOTHBAY FUND MANAGEMENT, LLC	−14,696
IPG Investment Advisors LLC	−13,050
STRS OHIO	−5,800
GROUP ONE TRADING LLC	−1,830
CWM, LLC	−1,527
Team Financial Group, LLC	−300
Ascentis Independent Advisors	−100
Larson Financial Group LLC	−100
Innovative Asset Advisors Group, LLC	−100
Rachor Investment Advisory Services, LLC	−59

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Austin Meyer	SCHEDULE 13G/A	2026-08-14	2026-06-30	12,135,853	5.4%
Charles A. Davis	SCHEDULE 13G/A	2026-08-14	2026-06-15	16,522,133	7.3%
COULTER, JAMES G	SCHEDULE 13G	2026-02-13	2025-12-31	16,395,435	7.4%
John E. Abele	SCHEDULE 13G	2026-02-13	2025-11-03	17,381,082	7.88%
Kyle Clark	SCHEDULE 13G	2026-02-13	2025-11-03	16,413,093	7.44%
TPG GP A, LLC	SCHEDULE 13G	2026-02-13	2025-12-31	16,395,435	7.4%
WINKELRIED JON	SCHEDULE 13G	2026-02-13	2025-12-31	16,395,435	7.4%
Amazon.com, Inc.	SCHEDULE 13G	2026-02-10	2025-12-31	11,753,896	5.3%
Abigail P. Johnson	SCHEDULE 13G	2025-12-05	2025-11-28	32,967,610	15%
FMR LLC	SCHEDULE 13G	2025-12-05	2025-11-28	32,967,610	15%
General Electric Company	SCHEDULE 13D	2025-11-10	2025-11-03	20,310,407	9.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.