BETA Technologies, Inc. — Institutional Ownership
Which tracked institutions hold BETA, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
17
Funds holding
$559825864
Total value held
Buying
13 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | General Electric Co | $298562983 | 20310407 | -2552467 | -11.16% |
| 2 | Amazon Com Inc | $172782271 | 11753896 | — | Held |
| 3 | Blackrock, Inc. | $40818975 | 2776801 | +163030 | +6.24% |
| 4 | State Street Corp | $30884759 | 2101004 | +1967104 | +1469.08% |
| 5 | Morgan Stanley | $5910165 | 402052 | +244611 | +155.37% |
| 6 | Bank Of America Corp /De/ | $5117026 | 348097 | +187807 | +117.17% |
| 7 | Goldman Sachs Group Inc | $2720867 | 185093 | -21714 | -10.50% |
| 8 | Bank Of New York Mellon Corp | $1161776 | 79032 | — | NEW BUY |
| 9 | Barclays Plc | $901110 | 61300 | — | NEW BUY |
| 10 | Raymond James Financial Inc | $429106 | 29191 | +12836 | +78.48% |
| 11 | Wells Fargo & Company/Mn | $213691 | 7575 | — | NEW BUY |
| 12 | Sei Investments Co | $194256 | 13198 | — | NEW BUY |
| 13 | Royal Bank Of Canada | $108000 | 7298 | — | NEW BUY |
| 14 | Pnc Financial Services Group, Inc. | $9718 | 661 | +396 | +149.43% |
| 15 | Atlantic Union Bankshares Corp | $5642 | 200 | — | NEW BUY |
| 16 | Us Bancorp \De\ | $3249 | 221 | -1750 | -88.79% |
| 17 | Fifth Third Bancorp | $2270 | 154 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.