BETA Technologies, Inc. — Institutional Ownership
Which tracked institutions hold BETA, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
25
Funds holding
$678246825
Total value held
Buying
19 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | General Electric Co | $340199317 | 20310407 | — | Held |
| 2 | Amazon Com Inc | $196877758 | 11753896 | — | Held |
| 3 | Blackrock, Inc. | $49081555 | 2930242 | +153441 | +5.53% |
| 4 | State Street Corp | $43155437 | 2576444 | +475440 | +22.63% |
| 5 | Morgan Stanley | $9424120 | 562634 | +160582 | +39.94% |
| 6 | Invesco Ltd. | $8017740 | 478671 | +478671 | NEW BUY |
| 7 | Bank Of America Corp /De/ | $7372529 | 440151 | +92054 | +26.44% |
| 8 | Ubs Group Ag | $7184075 | 428900 | +428900 | NEW BUY |
| 9 | Jpmorgan Chase & Co | $5052813 | 306997 | +78462 | +34.33% |
| 10 | Goldman Sachs Group Inc | $4323326 | 258109 | +73016 | +39.45% |
| 11 | Bank Of New York Mellon Corp | $2877187 | 171772 | +92740 | +117.34% |
| 12 | Ameriprise Financial Inc | $970696 | 57952 | +57952 | NEW BUY |
| 13 | Citigroup Inc | $920010 | 54926 | +54926 | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $815592 | 48692 | +24287 | +99.52% |
| 15 | Raymond James Financial Inc | $610772 | 36464 | +7273 | +24.92% |
| 16 | Federated Hermes, Inc. | $499837 | 29841 | +29841 | NEW BUY |
| 17 | Stifel Financial Corp | $211570 | 12631 | +12631 | NEW BUY |
| 18 | Sei Investments Co | $189566 | 11317 | -1881 | -14.25% |
| 19 | Allstate Corp | $184233 | 10999 | +10999 | NEW BUY |
| 20 | Barclays Plc | $154118 | 9201 | -52099 | -84.99% |
| 21 | Royal Bank Of Canada | $84000 | 5033 | -2265 | -31.04% |
| 22 | Pnc Financial Services Group, Inc. | $15862 | 947 | +286 | +43.27% |
| 23 | Fifth Third Bancorp | $14310 | 855 | +701 | +455.19% |
| 24 | Atlantic Union Bankshares Corp | $6700 | 400 | +200 | +100.00% |
| 25 | Us Bancorp \De\ | $3702 | 221 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.