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BETA Technologies, Inc. (BETA) institutional ownership

Latest close $19.64 Jul 20, 2026
Market cap$3.8B 52-week range SectorIndustrials
Funds holding · Q1 2026
153
reported BETA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
92 buyers · 61 sellers

BETA Technologies, Inc. (BETA) price and institutional activity

Dates

Q1 2026

$0 bought by 92 investors
State StreetHite Hedge Asset Management LLC +90 more
$0 sold by 61 investors
General Electric CoAlliancebernstein L.P. +59 more
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Bought Sold Totals per quarter; hover a bar for the names.

BETA Technologies, Inc. (BETA) institutional activity · 153

Investor Type Est. change Change Δ Own Date
General Electric Co · Reduced
Change −2.6M Date Q1 2026
General Electric Co Reduced· Q1 2026 −2.6M Q1 2026
Alliancebernstein L.P. · Reduced
Change −2.1M Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −2.1M Q1 2026
State Street · Added
Change +2.0M Date Q1 2026
State Street Added· Q1 2026 +2.0M Q1 2026
Norges · Exited
Change −1.5M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −1.5M −100.0% Q1 2026
Hite Hedge Asset Management LLC · Added
Change +1.3M Date Q1 2026
Hite Hedge Asset Management LLC Added· Q1 2026 +1.3M Q1 2026
T. Rowe Price Associates · Reduced
Change −1.1M Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −1.1M Q1 2026
T. Rowe Price Investment Management, Inc. · Added
Change +919K Date Q1 2026
T. Rowe Price Investment Management, Inc. Added· Q1 2026 +919K Q1 2026
Adage Capital Partners Gp, L.L.C. · Added
Change +813K Date Q1 2026
Adage Capital Partners Gp, L.L.C. Added· Q1 2026 +813K Q1 2026
Ameriprise Financial Inc · Exited
Change −804K Δ Own −100.0% Date Q1 2026
Ameriprise Financial Inc Exited· Q1 2026 −804K −100.0% Q1 2026
Masters Capital Management LLC · New
Change +700K Date Q1 2026
Masters Capital Management LLC New· Q1 2026 +700K Q1 2026
Fil Ltd · Exited
Change −459K Δ Own −100.0% Date Q1 2026
Fil Ltd Exited· Q1 2026 −459K −100.0% Q1 2026
Invesco Ltd. · New
Change +441K Date Q1 2026
Invesco Ltd. New· Q1 2026 +441K Q1 2026
Geode · Added
Change +414K Date Q1 2026
Geode Added· Q1 2026 +414K Q1 2026
Marshall Wace, LLP · Reduced
Change −358K Date Q1 2026
Marshall Wace, LLP Reduced· Q1 2026 −358K Q1 2026
Marino Management, LLC · New
Change +314K Date Q1 2026
Marino Management, LLC New· Q1 2026 +314K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 153

Famous investor activity in BETA Technologies, Inc. (BETA)

BETA Technologies, Inc. (BETA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Clark Kyle · Director Sell −$88K
Price $17.52 Qty −5K Owned 5.5M ΔOwn −0.1% Trade date Jul 16, 2026 Filed date Jul 20, 2026
Clark Kyle Director Sell $17.52 −5K −$88K 5.5M −0.1% Jul 16, 2026 Jul 20, 2026
Clark Kyle · Director Sell −$276K
Price $18.42 Qty −15K Owned 5.5M ΔOwn −0.3% Trade date Jul 15, 2026 Filed date Jul 15, 2026
Clark Kyle Director Sell $18.42 −15K −$276K 5.5M −0.3% Jul 15, 2026 Jul 15, 2026
Clark Kyle · Director Sell −$272K
Price $18.13 Qty −15K Owned 5.5M ΔOwn −0.3% Trade date Jul 14, 2026 Filed date Jul 15, 2026
Clark Kyle Director Sell $18.13 −15K −$272K 5.5M −0.3% Jul 14, 2026 Jul 15, 2026
Clark Kyle · Director Sell −$262K
Price $17.48 Qty −15K Owned 5.5M ΔOwn −0.3% Trade date Jul 13, 2026 Filed date Jul 15, 2026
Clark Kyle Director Sell $17.48 −15K −$262K 5.5M −0.3% Jul 13, 2026 Jul 15, 2026
Clark Kyle · Director Sell −$269K
Price $17.93 Qty −15K Owned 5.5M ΔOwn −0.3% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Clark Kyle Director Sell $17.93 −15K −$269K 5.5M −0.3% Jul 2, 2026 Jul 6, 2026
Clark Kyle · Director Sell −$261K
Price $17.41 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jul 1, 2026 Filed date Jul 6, 2026
Clark Kyle Director Sell $17.41 −15K −$261K 5.6M −0.3% Jul 1, 2026 Jul 6, 2026
Clark Kyle · Director Sell −$249K
Price $16.60 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jun 30, 2026 Filed date Jul 1, 2026
Clark Kyle Director Sell $16.60 −15K −$249K 5.6M −0.3% Jun 30, 2026 Jul 1, 2026
Clark Kyle · Director Sell −$246K
Price $16.38 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jun 29, 2026 Filed date Jul 1, 2026
Clark Kyle Director Sell $16.38 −15K −$246K 5.6M −0.3% Jun 29, 2026 Jul 1, 2026
Clark Kyle · Director Sell −$248K
Price $16.51 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jun 26, 2026 Filed date Jun 26, 2026
Clark Kyle Director Sell $16.51 −15K −$248K 5.6M −0.3% Jun 26, 2026 Jun 26, 2026
Clark Kyle · Director Sell −$237K
Price $15.79 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jun 25, 2026 Filed date Jun 26, 2026
Clark Kyle Director Sell $15.79 −15K −$237K 5.6M −0.3% Jun 25, 2026 Jun 26, 2026
Clark Kyle · Director Sell −$237K
Price $15.83 Qty −15K Owned 5.6M ΔOwn −0.3% Trade date Jun 24, 2026 Filed date Jun 26, 2026
Clark Kyle Director Sell $15.83 −15K −$237K 5.6M −0.3% Jun 24, 2026 Jun 26, 2026
Clark Kyle · Director 2 operations −$480K
Price $16.01 Qty −30K Owned 5.6M Trade date Jun 23, 2026 Filed date Jun 23, 2026
Clark Kyle Director 2 operations $16.01 −30K −$480K 5.6M Jun 23, 2026 Jun 23, 2026
Clark Kyle · Director 2 operations −$472K
Price $15.74 Qty −30K Owned 5.7M Trade date Jun 22, 2026 Filed date Jun 23, 2026
Clark Kyle Director 2 operations $15.74 −30K −$472K 5.7M Jun 22, 2026 Jun 23, 2026
Clark Kyle · Director 2 operations −$473K
Price $15.78 Qty −30K Owned 5.7M Trade date Jun 18, 2026 Filed date Jun 23, 2026
Clark Kyle Director 2 operations $15.78 −30K −$473K 5.7M Jun 18, 2026 Jun 23, 2026
Clark Kyle · Director Sell −$241K
Price $16.05 Qty −15K Owned 5.7M Trade date Jun 17, 2026 Filed date Jun 18, 2026
Clark Kyle Director Sell $16.05 −15K −$241K 5.7M Jun 17, 2026 Jun 18, 2026
15 of 64
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BETA Technologies, Inc. (BETA) activist and large shareholders

What are Schedules 13D and 13G?

Dates
No Schedule 13D or 13G filing is available for BETA in this range.

BETA Technologies, Inc. (BETA) ownership FAQ

Who owns BETA?

153 reporting institutions disclosed BETA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.