How many institutional investors hold BETA?

2 tracked institutional investors disclosed a position in BETA (BETA TECHNOLOGIES INC) in their most recent 13F filing.

Who is the largest institutional holder of BETA?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in BETA, valued at $32M.

Where does this BETA ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

BETA — BETA TECHNOLOGIES INC

Name: BETA TECHNOLOGIES INC (BETA) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BETA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 2 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their BETA position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence

+2 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin)
+2 tracked investors reported holding BETA at their latest filing
+Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BETA TECHNOLOGIES INC (BETA)

BETA TECHNOLOGIES INC (BETA) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $32M. Across recent filings, tracked investors recorded 2 new positions, 2 increased, 1 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BETA

/100

Institutional Accumulation

Added / Increased4

Reduced1

Exited1

BearishBullish

Crowded Trade Score™

How many top investors track BETA

/100

Undiscovered

2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded

151015+

BETA Ownership Composition

How BETA TECHNOLOGIES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Multi-Strategy / Quant

100% of tracked value

Institutions

tracked investors

Total Reported

$36.1M

combined 13F value

Multi-Strategy / Quant100.0%

Multi-Strategy / Quant(2)

100.0%

Tracked investors currently reporting BETA

1 tracked investor has since exited this position — listed separately below.

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	1.2M	$19.8M	0.00%	Jun 30, 2026
Izzy Englander	Millennium Management	971.3K	$16.3M	0.01%	Jun 30, 2026

Ken GriffinJun 30, 2026
Citadel Advisors
Shares
1.2M
Value
$19.8M
% Portfolio
0.00%
Izzy EnglanderJun 30, 2026
Millennium Management
Shares
971.3K
Value
$16.3M
% Portfolio
0.01%

Previously held BETA

These investors reported BETA in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

Investor	Firm	Last reported shares	Value then	Last held
George Soros	Soros Fund Management	268.5K	$7.6M	Dec 31, 2025

Recent activity

Investor	Action	Δ %	Current value	Filing date
Izzy Englander	New	—	$5.7M	Feb 17, 2026
Izzy Englander	Reduced	-73.93%	$768.9K	May 15, 2026
Izzy Englander	Increased	1757.02%	$16.3M	Aug 14, 2026
George Soros	New	—	$7.6M	Feb 13, 2026
George Soros	Sold	-100.00%	$0	May 15, 2026
Ken Griffin	Increased	14.53%	$19.8M	Aug 14, 2026

Izzy Englander
New
$5.7MFeb 17, 2026
Izzy Englander
Reduced
$768.9K(-73.93%)May 15, 2026
Izzy Englander
Increased
$16.3M(1757.02%)Aug 14, 2026
George Soros
New
$7.6MFeb 13, 2026
George Soros
Sold
$0(-100.00%)May 15, 2026
Ken Griffin
Increased
$19.8M(14.53%)Aug 14, 2026

Frequently asked questions

How many institutional investors hold BETA?: 2 tracked institutional investors disclosed a position in BETA (BETA TECHNOLOGIES INC) in their most recent 13F filing.
Who is the largest institutional holder of BETA?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in BETA, valued at $32M.
Did institutional ownership of BETA increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 2 increased, 1 reduced, and 1 fully exited BETA.
Where does this BETA ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.