AI summary pending
View Full Filing (SEC EDGAR)Beta Technologies Inc -cl A
$20.42+4%
+$170.1M
Net Activity
+7.80% total shares
Institutions Holding
192
Popularity Rank
#3101
Avg Weight
0.59%
Total Value
$2.0B
192 institutions currently hold BETA, with 145 net buyers and 45 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
45
Net Buying Institutions
145
Top 5 by Value
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Across its top 20 institutional holders, BETA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 23/100, avg. turnover score 49/100).
BETA ranks #3101 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BETA is a top-conviction position for General Electric Co — at 92.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BETA belongs to FMR LLC, but the position matters far more to General Electric Co, who has 92.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
State Street has added to its BETA position for two straight quarters, increasing it by $39.4M to reach $43.2M today.
Federated Hermes, Inc. has trimmed its BETA position for two straight quarters, cutting it by $29.8M while still holding $499.8K.
BETA is up 4% today, and institutions have been net buyers of $170.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
BETA reported a net loss of $858.2M over the trailing twelve months.
+$260.7M
Total Buy Value
$58.8M
Total Sell Value
145
Net Buyers
45
Net Sellers
BETA
Q2 2026
Top 5 Institutional Movers
+$70.6M
+$41.6M
+$33.6M
+$24.1M
BETA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
27
Filings (90d)
$10.13M
Total Est. Value
484K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Clark Kyle | 2026-08-21 | $585K |
| Clark Kyle | 2026-08-20 | $758K |
| Clark Kyle | 2026-08-19 | $802K |
| Clark Kyle | 2026-08-18 | $782K |
| Clark Kyle | 2026-08-17 | $751K |
| Clark Kyle | 2026-08-14 | $439K |
| Clark Kyle | 2026-08-13 | $763K |
| Clark Kyle | 2026-08-12 | $352K |
| Clark Kyle | 2026-08-11 | $416K |
| Clark Kyle | 2026-08-10 | $385K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Austin Meyer | 13G/A | 2026-08-14 | 5.4% |
| Charles A. Davis | 13G/A | 2026-08-14 | 7.3% |
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)On July 14, 2026, BETA Technologies received notice from the U.S. Defense Counterintelligence and Security Agency (DCSA) that its Security Control Agreement (SCA) with QIA Industrials Holding and the Department of Defense has been terminated. The SCA was established in June 2025 to address foreign ownership concerns related to QIA's board representation. Because QIA no longer holds a seat on BETA's board, DCSA determined the agreement is no longer necessary.
View Full Filing (SEC EDGAR)086921103
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access BETA's institutional ownership data programmatically:
REST API
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