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Of the 10 tracked institutions holding BETA, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +4.8pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, BETA (BETA TECHNOLOGIES INC) is held with a combined value of $778.67M across 44,618,165 shares. The largest holder is FMR LLC with a position worth $558.41M (0.02% of their portfolio). 3 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$778.67M
Total Shares Held
44,618,165
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $558.41M | 0.02% | +0.5% |
| 2 | VANGUARD GROUP INC | $77.09M | 0.00% | New |
| 3 | BlackRock, Inc. | $49.08M | 0.00% | +5.5% |
| 4 | STATE STREET CORP | $43.16M | 0.00% | +22.6% |
| 5 | MILLENNIUM MANAGEMENT LLC | $16.27M | 0.01% | +1757.0% |
| 6 | CITADEL ADVISORS LLC | $14.61M | 0.01% | +4.6% |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $11.26M | 0.02% | -57.5% |
| 8 | AQR CAPITAL MANAGEMENT LLC | $6.97M | 0.00% | New |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $999.98K | 0.00% | New |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $814.00K | 0.00% | +23.9% |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of BETA with a position worth $558.41M, representing 0.02% of their portfolio. In total, 10 institutional investors hold BETA with a combined value of $778.67M.
In the most recent quarter, 3 funds opened a new position in BETA. Additionally, 6 increased their holdings and 1 reduced their positions.
Institutional investors hold $778.67M worth of BETA stock across 10 positions. The largest institutional holder is FMR LLC with $558.41M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BETA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BETA positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-08-14 |
SEC Schedule 13D (activist) and 13G (passive) filings for BETA. Filed when an investor acquires 5%+ ownership.
Last Close
$24.74
2026-08-21
YTD
-9.5%
48% of 52-week range
