AI summary pending
View Full Filing (SEC EDGAR)Beta Technologies Inc -cl A
$17.99-0.2%
+$170.1M
Net Activity
+7.80% total shares
Institutions Holding
192
Popularity Rank
#3109
Avg Weight
0.59%
Total Value
$2.0B
192 institutions currently hold BETA, with 148 net buyers and 46 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
46
Net Buying Institutions
148
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 #3109 out of 37696 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.
Moody National Bank Trust Division has added to its BETA position for two straight quarters, increasing it by $196.7K to reach $587.6K today.
BETA is down 0.2% today, but institutions show net buying of $170.1M this quarter — a divergence between today's price move and the underlying institutional flow.
BETA reported a net loss of $858.2M over the trailing twelve months.
+$269.1M
Total Buy Value
$60.3M
Total Sell Value
148
Net Buyers
46
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 2026-09-30 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.
30
Filings (90d)
$32.64M
Total Est. Value
462K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Clark Kyle | 2026-10-16 | $185K |
| Clark Kyle | 2026-10-15 | $184K |
| Clark Kyle | 2026-10-14 | $106K |
| Clark Kyle | 2026-10-14 | $176K |
| Clark Kyle | 2026-10-13 | $199K |
| Clark Kyle | 2026-10-13 | $185K |
| Clark Kyle | 2026-10-09 | $207K |
| Clark Kyle | 2026-10-08 | $204K |
| Clark Kyle | 2026-10-08 | $204K |
| Clark Kyle | 2026-10-07 | $202K |
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
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,273
Total reported value
$320.7B
Held by 4273 institutions — one of the most-tracked stocks on AlphaSMO
Access BETA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BETACLI
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