DaveManuel.com · Institutional Ownership · Who Owns It
BETA TECHNOLOGIES INC (BETA)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
192
Reporting holders
$1.9B
Reported value
0.8%
Calls
0.6%
Puts
+45
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $558.4M | 33,338,140 | 0.02% | 3q | HELD |
| General Electric Co | $340.2M | 20,310,407 | 92.23% | 3q | HELD |
| TPG GP A, LLC | $274.6M | 16,395,435 | 5.49% | 3q | HELD |
| AMAZON COM INC | $196.9M | 11,753,896 | 4.45% | 3q | HELD |
| BlackRock, Inc. | $49.1M | 2,930,242 | 0.00% | 3q | +5.5%+$2.6M |
| STATE STREET CORP | $43.2M | 2,576,444 | 0.00% | 3q | +22.6%+$8.0M |
| T. Rowe Price Investment Management, Inc. | $38.1M | 2,272,421 | 0.02% | 3q | +4.6%+$1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31.8M | 1,895,677 | 0.00% | 2q | +40.6%+$9.2M |
| HITE Hedge Asset Management LLC | $31.7M | 1,892,275 | 1.74% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.5M | 1,820,798 | 0.00% | 2q | +30.2%+$7.1M |
| Empire Life Investments Inc. | $22.4M | 1,337,839 | 1.25% | new | NEW |
| NORGES BANK | $20.9M | 1,249,598 | 0.00% | 2q | -15.0%-$3.7M |
| CITADEL ADVISORS LLC | $19.8M incl. $5.2M options CALL+PUT | 872,324 | 0.00% | 3q | +4.6%+$872.8K |
| MASTERS CAPITAL MANAGEMENT LLC | $17.2M | 1,028,200 | 0.44% | 2q | +46.9%+$5.5M |
| Liberty Street Advisors, Inc. | $16.7M | 999,202 | 3.30% | 3q | HELD |
| MILLENNIUM MANAGEMENT LLC | $16.3M | 971,297 | 0.01% | 3q | +1757.0%+$15.4M |
| Clearbridge Investments, LLC | $14.9M | 890,249 | 0.01% | 3q | +22.8%+$2.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $13.3M | 795,558 | 0.00% | 3q | +6.8%+$843.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12.6M incl. $10.3M options CALL+PUT | 135,874 | 0.00% | 3q | -32.0%-$5.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $11.3M | 672,505 | 0.02% | 3q | -57.5%-$15.3M |
| MORGAN STANLEY | $9.4M | 562,634 | 0.00% | 3q | +39.9%+$2.7M |
| Invesco Ltd. | $8.0M | 478,671 | 0.00% | 2q | +8.5%+$628.4K |
| BANK OF AMERICA CORP /DE/ | $7.4M | 440,151 | 0.00% | 3q | +26.4%+$1.5M |
| UBS Group AG | $7.2M | 428,900 | 0.00% | 3q | +58.5%+$2.7M |
| Granahan Investment Management, LLC | $7.1M | 422,493 | 0.25% | 3q | -2.2%-$158.5K |
| AQR CAPITAL MANAGEMENT LLC | $7.0M | 416,227 | 0.00% | new | NEW |
| Pictet Asset Management Holding SA | $6.7M | 397,816 | 0.01% | 3q | +7.8%+$484.8K |
| SEGALL BRYANT & HAMILL, LLC | $6.0M | 360,845 | 0.07% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.5M | 329,320 | 0.00% | 3q | -3.2%-$182.0K |
| Marino Management, LLC | $5.3M | 313,992 | 1.10% | 2q | HELD |
| JPMORGAN CHASE & CO | $5.1M | 306,997 | 0.00% | 3q | +34.3%+$1.3M |
| SEVEN GRAND MANAGERS, LLC | $5.0M | 300,000 | 0.20% | 3q | HELD |
| GILDER GAGNON HOWE & CO LLC | $4.4M | 263,765 | 0.05% | 3q | -31.2%-$2.0M |
| GOLDMAN SACHS GROUP INC | $4.3M | 258,109 | 0.00% | 3q | +39.4%+$1.2M |
| JANE STREET GROUP, LLC | $4.2M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| IMC-Chicago, LLC | $3.8M incl. $3.3M options CALL+PUT | 32,184 | 0.00% | 3q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.8M | 225,000 | 0.01% | 3q | HELD |
| Burkehill Global Management, LP | $3.8M | 225,000 | 0.14% | 3q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $3.7M | 220,726 | 0.00% | 2q | +5.8%+$203.0K |
| Alyeska Investment Group, L.P. | $3.0M | 177,867 | 0.01% | 3q | HELD |
| Bank of New York Mellon Corp | $2.9M | 171,772 | 0.00% | 2q | +117.3%+$1.6M |
| Quantinno Capital Management LP | $2.8M | 166,153 | 0.00% | 2q | +119.1%+$1.5M |
| Nuveen, LLC | $2.8M | 164,883 | 0.00% | 2q | +310.0%+$2.1M |
| MARSHALL WACE, LLP | $2.7M | 161,119 | 0.00% | 3q | +703.8%+$2.4M |
| SIMPLEX TRADING, LLC | $2.6M incl. $2.2M options CALL+PUT | 26,132 | 0.00% | 3q | +396.8%+$2.1M |
| GROUP ONE TRADING LLC | $2.5M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| Corient Private Wealth LP | $2.5M | 151,118 | 0.00% | 2q | +116.0%+$1.4M |
| Aureus Asset Management, LLC | $2.2M | 131,594 | 0.13% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $2.1M | 124,800 | 0.00% | 3q | +72.9%+$881.0K |
| Squarepoint Ops LLC | $2.0M | 122,080 | 0.00% | new | NEW |
| Weiss Asset Management LP | $2.0M | 118,364 | 0.02% | new | NEW |
| Holocene Advisors, LP | $2.0M | 118,148 | 0.00% | new | NEW |
| Trexquant Investment LP | $1.9M | 116,150 | 0.01% | new | NEW |
| Swiss National Bank | $1.8M | 108,800 | 0.00% | new | NEW |
| Corps Capital Advisors, LLC | $1.7M | 101,752 | 1.37% | 3q | +635.2%+$1.5M |
| Ghisallo Capital Management LLC | $1.7M | 100,000 | 0.03% | 3q | -60.0%-$2.5M |
| SCS Capital Management LLC | $1.6M | 98,240 | 0.02% | new | NEW |
| SORA INVESTORS LLC | $1.4M | 86,000 | 0.11% | new | NEW |
| Wealthspire Advisors, LLC | $1.3M | 80,131 | 0.01% | new | NEW |
| Capricorn Fund Managers Ltd | $1.3M | 77,550 | 0.10% | 3q | -7.3%-$102.9K |
| TD Asset Management Inc | $1.3M | 76,300 | 0.00% | 3q | +4.6%+$56.6K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.0M | 62,015 | 0.00% | 2q | +3314.9%+$1.0M |
| RENAISSANCE TECHNOLOGIES LLC | $1,000.0K | 59,700 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $970.7K | 57,952 | 0.00% | new | NEW |
| CITIGROUP INC | $920.0K | 54,926 | 0.00% | 2q | +153.1%+$556.5K |
| WELLS FARGO & COMPANY/MN | $815.6K | 48,692 | 0.00% | 3q | +99.5%+$406.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $814.0K | 48,585 | 0.00% | 3q | +23.9%+$157.0K |
| IEQ CAPITAL, LLC | $789.4K | 47,129 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $747.0K | 44,597 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $746.2K | 44,549 | 0.00% | 3q | +30.3%+$173.6K |
| RHUMBLINE ADVISERS | $732.8K | 43,749 | 0.00% | 2q | +44.7%+$226.4K |
| SG Americas Securities, LLC | $722.0K | 43,099 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $715.7K | 48,690 | 0.00% | 3q | +173.8%+$454.4K |
| BNP PARIBAS FINANCIAL MARKETS | $714.1K | 42,634 | 0.00% | 2q | +52.8%+$246.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $646.3K | 38,585 | 0.00% | new | NEW |
| Mariner, LLC | $637.5K | 38,063 | 0.00% | new | NEW |
| Pathstone Holdings, LLC | $634.1K | 37,788 | 0.00% | 3q | +127.0%+$354.7K |
| Y-Intercept (Hong Kong) Ltd | $631.1K | 37,680 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $610.8K | 36,464 | 0.00% | 3q | +24.9%+$121.8K |
| FIRST FOUNDATION ADVISORS | $597.1K | 35,650 | 0.02% | 2q | HELD |
| DEUTSCHE BANK AG\ | $577.6K | 34,486 | 0.00% | 2q | +41.5%+$169.5K |
| Jump Financial, LLC | $574.9K | 34,323 | 0.00% | 2q | -72.5%-$1.5M |
| Advisory Services Network, LLC | $558.5K | 33,345 | 0.01% | new | NEW |
| Composition Wealth, LLC | $543.9K | 32,474 | 0.01% | new | NEW |
| Legal & General Group Plc | $540.9K | 32,291 | 0.00% | 3q | +1008.9%+$492.1K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $525.3K | 31,364 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $499.8K | 29,841 | 0.00% | 3q | -96.5%-$13.6M |
| MOODY NATIONAL BANK TRUST DIVISION | $445.3K | 26,587 | 0.04% | 2q | HELD |
| Aquatic Capital Management LLC | $444.4K | 26,533 | 0.02% | new | NEW |
| Vident Advisory, LLC | $430.2K | 25,683 | 0.00% | new | NEW |
| Woodline Partners LP | $418.8K | 25,000 | 0.00% | 3q | -50.0%-$418.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $415.5K | 24,808 | 0.00% | new | NEW |
| LPL Financial LLC | $413.4K | 24,679 | 0.00% | 3q | +21.2%+$72.3K |
| Jupiter Topco LLC | $389.9K | 23,300 | 0.00% | new | FIRST |
| Sowell Financial Services LLC | $365.6K | 21,827 | 0.01% | 2q | +94.5%+$177.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $358.9K | 21,426 | 0.00% | 3q | +36.9%+$96.7K |
| Green Alpha Advisors, LLC | $357.5K | 21,346 | 0.24% | 3q | +1.3%+$4.6K |
| MetLife Investment Management, LLC | $312.3K | 18,643 | 0.00% | 2q | HELD |
| SummitTX Capital, L.P. | $307.6K | 18,362 | 0.01% | new | NEW |
| Wealthfront Advisers LLC | $300.8K | 17,958 | 0.00% | 2q | +2.9%+$8.4K |
Showing the largest 100 of 192 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-19 | Clark Kyle | SEE REMARKS | Sold | 30,000 | $802.3K |
| 2026-08-18 | Clark Kyle | SEE REMARKS | Sold | 30,000 | $781.7K |
| 2026-08-13 | Clark Kyle | SEE REMARKS | Sold | 30,000 | $762.5K |
| 2026-08-20 | Clark Kyle | SEE REMARKS | Sold | 30,000 | $757.9K |
| 2026-08-17 | Clark Kyle | SEE REMARKS | Sold | 30,000 | $752.3K |
| 2026-08-21 | Clark Kyle | SEE REMARKS | Sold | 23,205 | $585.3K |
| 2026-08-14 | Clark Kyle | SEE REMARKS | Sold | 17,800 | $439.0K |
| 2026-08-11 | Clark Kyle | SEE REMARKS | Sold | 17,005 | $415.9K |
| 2026-08-10 | Clark Kyle | SEE REMARKS | Sold | 15,891 | $385.3K |
| 2026-08-12 | Clark Kyle | SEE REMARKS | Sold | 15,000 | $352.0K |
| 2026-08-07 | Clark Kyle | SEE REMARKS | Sold | 15,000 | $348.8K |
| 2026-07-15 | Clark Kyle | SEE REMARKS | Sold | 15,000 | $276.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $457.8M | 20,713,879 | 18 | 14 | 3 | 0.0% |
| Q2 2026 | 192 | $1.9B | 114,462,731 | 69 | 66 | 19 | 1.4% |
| Q1 2026 | 147 | $1.6B | 107,884,122 | 45 | 44 | 29 | 0.6% |
| Q4 2025 | 138 | $3.1B | 110,729,145 | 138 | 0 | 0 | 0.3% |