13F

Stock

BETA Technologies, Inc.

BETA · held by 146 managers

Reported value

$1.55B

Holders

146

+45 new · −35 exited

Holders’ est. mark

−$1.27B

Price effect on 96 books still in the name

Largest holder

$487.9M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity33.2M$487.9M−$446.9MCut−$445.3M
General Electric Co20.3M$298.6M−$274.4MCut−$346.4M
TPG GP A, LLC16.4M$241M−$221.5MCut−$221.5M
AMAZON COM INC11.8M$172.8M−$158.8MCut−$158.8M
BlackRock, Inc.2.78M$40.8M−$35.3MCut−$32.9M
State Street2.1M$30.9M−$1.81MAdded$27.1M
HITE Hedge Asset Management LLC1.9M$27.9M−$8.28MAdded$10.6M
ADAGE CAPITAL PARTNERS GP, L.L.C.1.58M$23.3M−$10.4MAdded$1.54M
VANGUARD CAPITAL MANAGEMENT LLC1.4M$20.6MHeld
VANGUARD PORTFOLIO MANAGEMENT LLC1.35M$19.8MHeld
Liberty Street Advisors, Inc.999.2K$14.7M−$13.5MCut−$13.5M
FEDERATED HERMES, INC.843.7K$12.4M−$11.4MCut−$17.9M
Citadel833.9K$12.3M−$11.3MCut−$16.7M
GEODE CAPITAL MANAGEMENT, LLC745.2K$11M−$4.47MAdded$1.62M
Clearbridge Investments, LLC724.9K$10.7M−$8.81MCut−$7.75M
MASTERS CAPITAL MANAGEMENT LLC700K$10.3MNew
Invesco Ltd.441.2K$6.49MNew
Granahan Investment Management, LLC432K$6.35M−$5.84MCut−$6.02M
MORGAN STANLEY402.1K$5.91M−$2.13MAdded$1.47M
GILDER GAGNON HOWE & CO LLC383.3K$5.63M−$5.18MCut−$11.8M
Pictet Asset Management Holding SA368.9K$5.42M−$4.98MCut−$5.47M
BANK OF AMERICA CORP /DE/348.1K$5.12M−$2.17MAdded$595.2K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC340.2K$5M−$3.58MCut−$2.47M
Marino Management, LLC314K$4.62MNew
SEVEN GRAND MANAGERS, LLC298.6K$4.39M−$4.03MCut−$4.03M
UBS Group AG270.7K$3.98M−$2.57MCut−$1.38M
Ghisallo Capital Management LLC250K$3.67M−$3.38MCut−$3.38M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/225.1K$3.31M−$3.04MCut−$3.04M
BURKEHILL GLOBAL MANAGEMENT, LP225K$3.31M−$3.04MCut−$3.04M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND225K$3.31M−$3.04MCut−$10.2M
JPMORGAN CHASE & CO228.5K$3.11M−$1.69MCut−$147.4K
TWO SIGMA INVESTMENTS, LP211K$3.1M−$856.7KAdded$1.31M
VANGUARD FIDUCIARY TRUST CO208.6K$3.07MHeld
LMR Partners LLP201K$2.95M−$2.72MCut−$2.72M
SUSQUEHANNA INTERNATIONAL GROUP, LLP199.9K$2.94M−$2.54MCut−$2.37M
GOLDMAN SACHS GROUP INC185.1K$2.72M−$2.5MCut−$3.11M
Alyeska Investment Group, L.P.177.9K$2.61M−$2.4MCut−$2.4M
AXIOM INVESTORS LLC /DE131.4K$1.93M−$1.41MCut−$1.01M
Jump Financial, LLC124.9K$1.84MNew
Cinctive Capital Management LP122.9K$1.81MNew
HBK INVESTMENTS L P100K$1.47M−$1.35MCut−$1.35M
Longaeva Partners L.P.95.9K$1.41M−$1.3MCut−$8.45M
Capricorn Fund Managers Ltd83.7K$1.23M−$270.2KAdded$666.1K
Walleye Capital LLC82.4K$1.21M−$1.08MCut−$1.03M
Bank of New York Mellon Corp79K$1.16MNew
Quantinno Capital Management LP75.8K$1.11MNew
TD Asset Management Inc72.9K$1.07M−$985.1KCut−$1.42M
Mitsubishi UFJ Asset Management Co., Ltd.72.2K$1.06M−$221KAdded$583.1K
Corient Private Wealth LLC70K$1.03MNew
BARCLAYS PLC61.3K$901.1KNew
XTX Topco Ltd60.1K$883KNew
MILLENNIUM MANAGEMENT LLC52.3K$768.9K−$706.6KCut−$4.89M
Woodline Partners LP50K$735K−$675.5KCut−$675.5K
Nuveen, LLC40.2K$591.1KNew
Schonfeld Strategic Advisors LLC39.7K$583.9K−$536.6KCut−$3.21M
AXQ CAPITAL, LP38.5K$565.5KNew
FIRST FOUNDATION ADVISORS35.6K$524.1KNew
MANUFACTURERS LIFE INSURANCE COMPANY, THE34.2K$502.5K−$132.3KAdded$225.1K
ALLIANCEBERNSTEIN L.P.17.8K$501.6K$0Cut−$60M
RHUMBLINE ADVISERS30.2K$444.4KNew
RAYMOND JAMES FINANCIAL INC29.2K$429.1K−$221KCut−$32.3K
BNP PARIBAS FINANCIAL MARKETS27.9K$410.1KNew
MOODY NATIONAL BANK TRUST DIVISION26.6K$390.8KNew
READYSTATE ASSET MANAGEMENT LP25K$367.5K−$283.7KCut−$224.9K
WELLS FARGO & COMPANY/MN24.4K$358.8K−$102.3KAdded$145.1K
DEUTSCHE BANK AG\24.4K$358.2KNew
CITIGROUP INC21.7K$319KNew
Green Alpha Advisors, LLC21.1K$309.8K−$284.7KCut−$293.2K
Quantbot Technologies LP20.6K$302.6KNew
LPL Financial LLC20.4K$299.3K−$178.2KCut−$72.8K
MARSHALL WACE, LLP20K$294.6K−$270.8KCut−$10.4M
MetLife Investment Management, LLC18.6K$274.1KNew
Wealthfront Advisers LLC17.5K$256.6KNew
Centiva Capital, LP17.1K$252KNew
Renaissance Capital LLC15.7K$250K−$192.7KCut−$199.9K
Pathstone Holdings, LLC16.6K$244.8K−$224.9KCut−$235.5K
Man Group plc15.7K$231.1KNew
STATE OF WISCONSIN INVESTMENT BOARD15.7K$230.1K−$100.3KAdded$20.6K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.15.6K$229.3KNew
BOOTHBAY FUND MANAGEMENT, LLC14.7K$216K−$141.9KCut−$80.2K
Corps Capital Advisors, LLC13.8K$203.4K−$118.9KCut−$44.8K
SEI INVESTMENTS CO13.2K$194.3K−$133.6KCut−$85.2K
IPG Investment Advisors LLC13.1K$191.8KNew
Vanguard Global Advisers, LLC12.1K$177.9KHeld
Sowell Financial Services LLC11.2K$165KNew
NEW YORK STATE COMMON RETIREMENT FUND10.4K$152.9K−$140.5KCut−$219K
Police & Firemen's Retirement System of New Jersey9.26K$136.1KNew
Clean Yield Group8.32K$122.4K−$112.5KCut−$112.5K
ROYAL BANK OF CANADA7.3K$108K−$98.1KCut−$279K
STRS OHIO5.8K$85.3KNew
SIMPLEX TRADING, LLC5.26K$77.3K−$16.4KAdded$43.2K
Caitong International Asset Management Co., Ltd4.85K$71.3KNew
OSAIC HOLDINGS, INC.3.96K$58.2K−$48.4KCut−$42.7K
Parallel Advisors, LLC3.32K$48.9K−$35.7KCut−$25.6K
Legal & General Group Plc2.91K$42.8K−$39.5KCut−$178.2K
Ameritas Investment Partners, Inc.2.72K$40KNew
Russell Investments Group, Ltd.2.51K$36.9KNew
JONES FINANCIAL COMPANIES LLLP2.36K$33.3KNew
T. Rowe Price Investment Management, Inc.2.17M$31.9K−$16.9KCut−$3.42K
GROUP ONE TRADING LLC1.83K$26.9K−$9.46KAdded$7.15K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM1.82K$26.7KNew
CWM, LLC1.53K$22.4K$4.18KAdded$22.4K
WOLFF WIESE MAGANA LLC1.49K$21.9K−$20.2KCut−$20.2K
Rockefeller Capital Management L.P.1.46K$21.5K−$16.5KCut−$13.1K
Manchester Capital Management LLC1.34K$19.7K−$18.1KCut−$18.1K
Mascoma Wealth Management LLC1.14K$16.7K−$4.59KAdded$7.09K
Steward Partners Investment Advisory, LLC1.06K$15.5K−$757Added$13.9K
Addison Advisors LLC837$12.3K−$10.4KCut−$9.39K
SBI Securities Co., Ltd.818$12K−$4.73KAdded$2.15K
Tower Research Capital LLC (TRC)745$11K−$2KAdded$6.78K
Farther Finance Advisors, LLC650$9.81K−$4.13KAdded$923
PNC Financial Services Group, Inc.661$9.72K−$3.58KAdded$2.24K
Rialto Wealth Management, LLC600$8.82K−$8.11KCut−$8.11K
Community Financial Services Group, LLC569$8.59KNew
Sterling Capital Management LLC544$8KNew
Allworth Financial LP500$7.35KNew
Atlantic Union Bankshares Corp400$5.88K−$2.7KAdded$238
Western Wealth Management, LLC333$4.89KNew
Team Financial Group, LLC300$4.41KNew
Bogart Wealth, LLC300$4.41K−$4.05KCut−$4.05K
IFP Advisors, Inc275$4.04K−$3.72KCut−$3.72K
NATIONAL BANK OF CANADA /FI/230$3.38K−$3.11KCut−$3.67K
US BANCORP \DE\221$3.25K−$2.99KCut−$52.4K
Arax Advisory Partners167$2.71KNew
MassMutual Private Wealth & Trust, FSB156$2.29KNew
FIFTH THIRD BANCORP154$2.27KNew
HARBOUR INVESTMENTS, INC.151$2.22KNew
ADIRONDACK TRUST CO141$2.07K−$1.9KCut−$1.9K
WPG Advisers, LLC127$1.87K−$202Added$1.44K
Larson Financial Group LLC100$1.47K−$1.35KCut−$1.35K
Golden State Equity Partners100$1.47KNew
Innovative Asset Advisors Group, LLC100$1.47KHeld
Rachor Investment Advisory Services, LLC59$868−$797Cut−$4.15K
North Star Investment Management Corp.50$735−$676Cut−$3.13K
PRICE T ROWE ASSOCIATES INC /MD/39.2K$577−$529Cut−$30.9K
HORIZON FINANCIAL SERVICES, LLC33$485−$446Cut−$446
HM PAYSON & CO30$441−$405Cut−$885
Bernard Wealth Management Corp.30$441−$406Cut−$406
SHP Wealth Management20$294−$270Cut−$270
Physician Wealth Advisors, Inc.18$265−$243Cut−$1.23K
Cornerstone Financial Management LLC16$235−$216Cut−$216
HUNTINGTON NATIONAL BANK12$176New
SJS Investment Consulting Inc.9$133−$121Cut−$996
Centerpoint Advisors, LLC2.27K$33−$22Cut−$12
Bollard Group LLC1.5K$22New
Avion Wealth500$7−$1Added$5

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.