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Beta Technologies Inc (BETA)

CUSIP: 086921103 | NYSE | Industrials · Aerospace & Defense | Mid Cap | 280 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AAustin Meyer12,135,8535.4%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ACharles A. Davis16,522,1337.3%New 5%+ stakeJun 15, 2026

Institutional Holders — Q3 2026

General Electric Co20,310,407
95.1% of portfolio›$448.9M
Amazon COM Inc11,753,896
6.9% of portfolio›$259.8M
Geode Capital Management, LLC2,945,596
0.0% of portfolio›$65.1M
Evolution Wealth Advisors, LLC1,741,823
4.0% of portfolio›$38.5M
Empire Life Investments Inc.1,353,377
1.6% of portfolio›$29.9M
Baillie Gifford & Co1,088,632
0.0% of portfolio›$24.1M
Liberty Street Advisors, Inc.799,202
3.8% of portfolio›$17.7M
Bank of New York Mellon Corp429,900
0.0% of portfolio›$9.5M
Pictet Asset Management Holding SA371,686
0.0% of portfolio›$8.2M
Cliftonlarsonallen Wealth Advisors, LLC131,452
0.0% of portfolio›$2.9M
Corps Capital Advisors, LLC129,039
2.2% of portfolio›$2.9M
Mitsubishi UFJ Asset Management Co., Ltd.124,800
0.0% of portfolio›$2.8M
Deutsche Bank Ag\106,749
0.0% of portfolio›$2.4M
Creative Planning87,426
0.0% of portfolio›$1.9M
Barclays PLC54,345
0.0% of portfolio›$1.2M
Citigroup Inc45,934
0.0% of portfolio›$1.0M
Renaissance Capital LLC43,404
0.7% of portfolio›$959.2K
Dimensional Fund Advisors LP35,908
0.0% of portfolio›$793.6K
Police & Firemen's Retirement System of New Jersey32,405
0.0% of portfolio›$716.2K
Inspire Investing, LLC28,128
0.0% of portfolio›$621.6K
Moody National Bank Trust Division26,587
0.0% of portfolio›$587.6K
Wealth Enhancement Advisory Services, LLC23,061
0.0% of portfolio›$472.8K
State of Wyoming21,944
0.0% of portfolio›$485.0K
Green Alpha Advisors, LLC21,508
0.3% of portfolio›$475.3K
LPL Financial LLC20,935
0.0% of portfolio›$462.7K
Russell Investments Group, Ltd.19,996
0.0% of portfolio›$441.9K
Maple Capital Management, Inc.19,964
0.0% of portfolio›$441.2K
Wealthfront Advisers LLC18,956
0.0% of portfolio›$418.9K
J. Derek Lewis & Associates Inc.18,600
0.1% of portfolio›$411.1K
Hanson & Doremus Investment Management16,901
0.2% of portfolio›$374.0K
Arizona State Retirement System15,358
0.0% of portfolio›$339.4K
Silverlake Wealth Management LLC15,047
0.1% of portfolio›$332.5K
ProShare Advisors LLC14,842
0.0% of portfolio›$328.0K
Triumph Capital Management13,942
0.1% of portfolio›$308.1K
Simplex Trading, LLC12,962
0.0% of portfolio›$286.5K
Cambridge Investment Research Advisors, Inc.12,461
0.0% of portfolio›$275.0K
Commonwealth Equity Services, LLC12,124
0.0% of portfolio›$267.9K
Xponance LLC11,649
0.0% of portfolio›$257.4K
Lanark Financial, Inc.11,245
0.0% of portfolio›$248.5K
Bessemer Group Inc10,638
0.0% of portfolio›$235.0K
Quent Capital, LLC10,100
0.0% of portfolio›$273.9K
Clean Yield Group8,324
0.0% of portfolio›$184.0K
Fulcrum Asset Management LLP6,632
0.0% of portfolio›$148.8K
Farther Finance Advisors, LLC4,620
0.0% of portfolio›$102.1K
Fifth Third Bancorp4,196
0.0% of portfolio›$92.7K
Parallel Advisors, LLC3,854
0.0% of portfolio›$85.2K
KBC Group NV3,831
0.0% of portfolio›$85.0K
GK Wealth Management LLC2,800
0.0% of portfolio›$61.9K
Sterling Capital Management LLC2,761
0.0% of portfolio›$61.0K
Centerpoint Advisors, LLC2,620
0.0% of portfolio›$58.0K
Allworth Financial LP2,141
0.0% of portfolio›$35.9K
Wolff Wiese Magana LLC1,493
0.0% of portfolio›$33.0K
Caitong International Asset Management Co., Ltd1,366
0.0% of portfolio›$30.2K
Manchester Capital Management LLC1,340
0.0% of portfolio›$29.6K
IFP Advisors, Inc1,248
0.0% of portfolio›$27.6K
PNC Financial Services Group, Inc.1,219
0.0% of portfolio›$26.9K
EverSource Wealth Advisors, LLC1,211
0.0% of portfolio›$26.8K
Mascoma Wealth Management LLC1,183
0.0% of portfolio›$26.1K
Horizon Financial Services, LLC1,000
0.0% of portfolio›$22.1K
Addison Advisors LLC900
0.0% of portfolio›$19.9K
Fortitude Family Office, LLC813
0.0% of portfolio›$18.0K
Gamma Investing LLC774
0.0% of portfolio›$17.1K
Root Financial Partners, LLC664
0.0% of portfolio›$14.7K
Community Financial Services Group, LLC569
0.0% of portfolio›$12.4K
SBI Securities Co., Ltd.532
0.0% of portfolio›$11.8K
Avion Wealth500
0.0% of portfolio›$11.0K
Sawyer & Company, Inc460
0.0% of portfolio›$10.2K
MassMutual Private Wealth & Trust, FSB418
0.0% of portfolio›$9.2K
Versant Capital Management, Inc402
0.0% of portfolio›$8.9K
Darwin Wealth Management, LLC374
0.0% of portfolio›$8.3K
Harbor Capital Advisors, Inc.336
0.0% of portfolio›$7
Essential Partners LLC270
0.0% of portfolio›$6.0K
SJS Investment Consulting Inc.260
0.0% of portfolio›$5.7K
DeDora Capital, Inc.237
0.0% of portfolio›$5.2K
PlanVest Financial, Inc224
0.0% of portfolio›$5.0K
True Wealth Design, LLC222
0.0% of portfolio›$4.9K
US Bancorp \de\221
0.0% of portfolio›$4.9K
Harbour Investments, Inc.160
0.0% of portfolio›$3.5K
UMB Bank, n.a.149
0.0% of portfolio›$3.3K
Adirondack Trust Co141
0.0% of portfolio›$3.1K
Larson Financial Group LLC135
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust103
0.0% of portfolio›$2.3K
Elyxium Wealth, LLC100
0.0% of portfolio›$2.2K
Ascentis Independent Advisors100
0.0% of portfolio›$2.2K
Rothwell Investment Advisors, LLC100
0.0% of portfolio›$2.2K
Bare Financial Services, Inc87
0.0% of portfolio›$1.9K
Zions Bancorporation, National Association60
0.0% of portfolio›$1.3K
Pinnacle Wealth Planning Services, Inc.54
0.0% of portfolio›$1.2K
North Star Investment Management Corp.50
0.0% of portfolio›$1.1K
Roble, Belko & Company, Inc48
0.0% of portfolio›$1
Covestor Ltd41
0.0% of portfolio›$1
Nisa Investment Advisors, LLC37
0.0% of portfolio›$818
Rossby Financial, LCC25
0.0% of portfolio›$553
Ascentis Wealth Management, LLC23
0.0% of portfolio›$508
Clearstead Advisors, LLC14
0.0% of portfolio›$310
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$265
WPG Advisers, LLC3
0.0% of portfolio›$66
StyleTurnoverLocationFiled
General Electric Co
20,310,407$448.9M95.1%Agg GrowthVery LowEvendale, OH2026-10-22
Amazon COM Inc
11,753,896$259.8M6.9%Agg GrowthVery LowSeattle, WA2026-11-03
Geode Capital Management, LLC
2,945,596$65.1M0.0%IndexVery LowBoston, MA2026-11-06
Evolution Wealth Advisors, LLC
1,741,823$38.5M4.0%ETFLowAventura, FL2026-11-03
Empire Life Investments Inc.
1,353,377$29.9M1.6%CoreMediumToronto, Australia2026-11-06
Baillie Gifford & Co
1,088,632$24.1M0.0%GrowthMediumEdinburgh, United Kingdom2026-11-09
Liberty Street Advisors, Inc.
799,202$17.7M3.8%Agg GrowthHighNew York, NY2026-11-05
Bank of New York Mellon Corp
429,900$9.5M0.0%CoreLowNew York, NY2026-11-05
Pictet Asset Management Holding SA
371,686$8.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
131,452$2.9M0.0%ETFLowMinneapolis, MN2026-10-14
Corps Capital Advisors, LLC
129,039$2.9M2.2%MomentumLowSouthlake, TX2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.
124,800$2.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Deutsche Bank Ag\
106,749$2.4M0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-06
Creative Planning
87,426$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Barclays PLC
54,345$1.2M0.0%GrowthMediumLondon, United Kingdom2026-11-06
Citigroup Inc
45,934$1.0M0.0%CoreMediumNew York, NY2026-11-04
Renaissance Capital LLC
43,404$959.2K0.7%Agg GrowthHighStamford, CT2026-10-23
Dimensional Fund Advisors LP
35,908$793.6K0.0%IndexLowAustin, TX2026-11-04
Police & Firemen's Retirement System of New Jersey
32,405$716.2K0.0%IndexVery LowTrenton, NJ2026-11-09
Inspire Investing, LLC
28,128$621.6K0.0%GARPHighMeridian, ID2026-10-22
Moody National Bank Trust Division
26,587$587.6K0.0%GARPMediumGalveston, TX2026-10-06
Wealth Enhancement Advisory Services, LLC
23,061$472.8K0.0%CoreLowPlymouth, MN2026-10-13
State of Wyoming
21,944$485.0K0.0%ValueHighCheyenne, WY2026-10-28
Green Alpha Advisors, LLC
21,508$475.3K0.3%GrowthLowNiwot, CO2026-10-08
LPL Financial LLC
20,935$462.7K0.0%IndexVery LowFort Mill, SC2026-11-06
Russell Investments Group, Ltd.
19,996$441.9K0.0%CoreLowSeattle, WA2026-11-06
Maple Capital Management, Inc.
19,964$441.2K0.0%GrowthLowMontpelier, VT2026-11-02
Wealthfront Advisers LLC
18,956$418.9K0.0%ETFVery LowPalo Alto, CA2026-11-09
J. Derek Lewis & Associates Inc.
18,600$411.1K0.1%ETFLowNewport Beach, CA2026-11-03
Hanson & Doremus Investment Management
16,901$374.0K0.2%CoreVery LowBurlington, VT2026-10-16
Arizona State Retirement System
15,358$339.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Silverlake Wealth Management LLC
15,047$332.5K0.1%ETFLowWilliston, VT2026-10-21
ProShare Advisors LLC
14,842$328.0K0.0%GrowthLowBethesda, MD2026-10-29
Triumph Capital Management
13,942$308.1K0.1%ETFMediumDenver, CO2026-10-14
Simplex Trading, LLC
12,962$286.5K0.0%GARPVery HighChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
12,461$275.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
12,124$267.9K0.0%ETFLowWaltham, MA2026-11-02
Xponance LLC
11,649$257.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Lanark Financial, Inc.
11,245$248.5K0.0%CoreMediumBirmingham, AL2026-10-26
Bessemer Group Inc
10,638$235.0K0.0%CoreMediumWoodbridge, NJ2026-11-09
Quent Capital, LLC
10,100$273.9K0.0%ETFVery LowNew York, NY2026-11-09
Clean Yield Group
8,324$184.0K0.0%CoreLowNorwich, VT2026-10-28
Fulcrum Asset Management LLP
6,632$148.8K0.0%ValueHighLondon, United Kingdom2026-11-04
Farther Finance Advisors, LLC
4,620$102.1K0.0%IndexLowSan Francisco, CA2026-10-08
Fifth Third Bancorp
4,196$92.7K0.0%GrowthLowCincinnati, OH2026-11-05
Parallel Advisors, LLC
3,854$85.2K0.0%GrowthLowSan Francisco, CA2026-11-03
KBC Group NV
3,831$85.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
GK Wealth Management LLC
2,800$61.9K0.0%GARPVery HighReno, NV2026-10-09
Sterling Capital Management LLC
2,761$61.0K0.0%CoreMediumCharlotte, NC2026-10-22
Centerpoint Advisors, LLC
2,620$58.0K0.0%ETFVery LowNeedham, MA2026-11-05
Allworth Financial LP
2,141$35.9K0.0%ETFLowFolsom, CA2026-11-06
Wolff Wiese Magana LLC
1,493$33.0K0.0%GrowthLowCarslbad, CA2026-10-15
Caitong International Asset Management Co., Ltd
1,366$30.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Manchester Capital Management LLC
1,340$29.6K0.0%CoreLowManchester, VT2026-10-22
IFP Advisors, Inc
1,248$27.6K0.0%CoreLowTampa, FL2026-10-16
PNC Financial Services Group, Inc.
1,219$26.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
EverSource Wealth Advisors, LLC
1,211$26.8K0.0%CoreMediumBirmingham, AL2026-11-04
Mascoma Wealth Management LLC
1,183$26.1K0.0%ETFVery LowHanover, NH2026-10-23
Horizon Financial Services, LLC
1,000$22.1K0.0%ETFLowWinston Salem, NC2026-11-04
Addison Advisors LLC
900$19.9K0.0%ETFVery LowMiddlebury, VT2026-11-06
Fortitude Family Office, LLC
813$18.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Gamma Investing LLC
774$17.1K0.0%IndexVery LowFoster City, CA2026-10-08
Root Financial Partners, LLC
664$14.7K0.0%ETFMediumEncinitas, CA2026-10-21
Community Financial Services Group, LLC
569$12.4K0.0%GrowthLowNewport, VT2026-10-15
SBI Securities Co., Ltd.
532$11.8K0.0%GrowthLowTokyo, Mexico2026-10-22
Avion Wealth
500$11.0K0.0%CoreLowThe Woodlands, TX2026-11-04
Sawyer & Company, Inc
460$10.2K0.0%CoreLowBoston, MA2026-10-21
MassMutual Private Wealth & Trust, FSB
418$9.2K0.0%CoreLowSpringfield, MA2026-10-05
Versant Capital Management, Inc
402$8.9K0.0%CoreLowPhoenix, AZ2026-10-02
Darwin Wealth Management, LLC
374$8.3K0.0%ETFMediumTampa, FL2026-11-09
Harbor Capital Advisors, Inc.
336$70.0%ValueHighChicago, IL2026-10-22
Essential Partners LLC
270$6.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
260$5.7K0.0%ETFVery LowSylvania, OH2026-10-26
DeDora Capital, Inc.
237$5.2K0.0%ETFVery LowNapa, CA2026-10-26
PlanVest Financial, Inc
224$5.0K0.0%ETFVery LowGaithersburg, MD2026-11-09
True Wealth Design, LLC
222$4.9K0.0%ETFMediumAkron, OH2026-10-13
US Bancorp \de\
221$4.9K0.0%CoreLowMinneapolis, MN2026-11-05
Harbour Investments, Inc.
160$3.5K0.0%ETFLowMadison, WI2026-11-09
UMB Bank, n.a.
149$3.3K0.0%CoreLowKansas City, MO2026-11-06
Adirondack Trust Co
141$3.1K0.0%CoreLowSaratoga Springs, NY2026-10-14
Larson Financial Group LLC
135$3.0K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
103$2.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
100$2.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ascentis Independent Advisors
100$2.2K0.0%GrowthLowDallas, TX2026-11-03
Rothwell Investment Advisors, LLC
100$2.2K0.0%CoreN/ASalem, MA2026-11-06
Bare Financial Services, Inc
87$1.9K0.0%ETFVery LowGap, PA2026-11-04
Zions Bancorporation, National Association
60$1.3K0.0%ETFMediumSalt Lake City, UT2026-11-06
Pinnacle Wealth Planning Services, Inc.
54$1.2K0.0%GARPLowMansfield, OH2026-10-27
North Star Investment Management Corp.
50$1.1K0.0%ValueLowChicago, IL2026-10-27
Roble, Belko & Company, Inc
48$10.0%ETFVery LowSewickley, PA2026-11-09
Covestor Ltd
41$10.0%ValueHighLondon, United Kingdom2026-10-30
Nisa Investment Advisors, LLC
37$8180.0%IndexVery LowSt. Louis, MO2026-10-20
Rossby Financial, LCC
25$5530.0%ETFMediumMelbourne, FL2026-11-05
Ascentis Wealth Management, LLC
23$5080.0%GrowthLowDallas, TX2026-11-03
Clearstead Advisors, LLC
14$3100.0%ETFLowCleveland, OH2026-11-06
Silver Grove Financial Group, Inc.
12$2650.0%CoreLowOrchard Park, NY2026-11-05
WPG Advisers, LLC
3$660.0%CoreLowBaltimore, MD2026-10-27
No 13F filer matched
13G/AAustin Meyer12,135,853
5.4% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched
13G/ACharles A. Davis16,522,133
7.3% of class · Jun 15, 2026New 5%+ stake
No 13F filer matched