Latest Period
Q1 2026
Security Snapshot
BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) Institutional Ownership
CUSIP: 086921103
13F Institutional Holders and Ownership History from Q4 2025 to Q2 2026
Institutions Reporting
144
Shares (Excl. Options)
107,866,342
Price
$14.70
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- Security type / class
- Equity / CLASS A COMMON STOCK
- Symbol
- BETA on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 107,866,342
- Total 13F value
- $1,585,404,327
- Portfolio coverage rank
- 0.01%
- Share change
- -939,629
- Value change
- -$78,035,451
- Number of holders
- 144
- Shares outstanding
- 220,606,089
- SEC-reported price per share
- $16.97
- Insider filing price
- $16.97
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BETA - BETA Technologies, Inc. - CLASS A COMMON STOCK is tracked under CUSIP 086921103.
- 144 institutions reported positions in Q1 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 144 to 39 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,585,404,327 to $381,701,723.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 144 institutions filings for Q1 2026.
Security key
086921103
Latest holder period
Q1 2026
13F holders
144
13D/G owners
8
CIK / CUSIP context first
Open Q1 2026 holders
BETA full holder history
BETA Technologies, Inc. SEC filings
BETA Technologies, Inc. company facts
BETA Technologies, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 086921103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
8
Security
BETA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 15% | $1,148,261,856 | 32,967,610 | FMR LLC | 28 Nov 2025 | |||
| GENERAL ELECTRIC CO | 9.2% | 20,310,407 | General Electric Company | 03 Nov 2025 | ||||
| DAVIS CHARLES A | 8% | $508,237,251 | 17,758,115 | Charles A. Davis | 03 Nov 2025 | |||
| ABELE JOHN E | 7.9% | $497,446,567 | 17,381,082 | John E. Abele | 03 Nov 2025 | |||
| Clark Kyle | 7.4% | $469,742,722 | 16,413,093 | Kyle Clark | 03 Nov 2025 | |||
| TPG GP A, LLC | 7.4% | $469,237,350 | 16,395,435 | TPG GP A, LLC | 31 Dec 2025 | |||
| Meyer Austin | 5.5% | $347,328,113 | 12,135,853 | Austin Meyer | 31 Dec 2025 | |||
| AMAZON COM INC | 5.3% | $336,396,504 | 11,753,896 | Amazon.com, Inc. | 31 Dec 2025 |
As of 31 Mar 2026, 144 institutional investors reported holding 107,866,342 shares of BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA). This represents 49% of the company’s total 220,606,089 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
47%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 33,187,390 | +0.33% | 0.03% | $487,854,634 |
| General Electric Co | 9.2% | 20,310,407 | -11% | 97% | $298,562,983 |
| TPG GP A, LLC | 7.4% | 16,395,435 | 0% | 6.6% | $241,012,895 |
| AMAZON COM INC | 5.3% | 11,753,896 | 0% | 6.6% | $172,782,271 |
| BlackRock, Inc. | 1.3% | 2,776,801 | +6.2% | 0% | $40,818,975 |
| T. Rowe Price Investment Management, Inc. | 0.98% | 2,171,855 | +73% | 0.02% | $31,927,000 |
| STATE STREET CORP | 0.95% | 2,101,004 | +1469% | 0% | $30,884,759 |
| HITE Hedge Asset Management LLC | 0.86% | 1,898,559 | +210% | 1.6% | $27,908,817 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.72% | 1,583,594 | +105% | 0.04% | $23,278,832 |
| VANGUARD CAPITAL MANAGEMENT LLC | 0.63% | 1,398,059 | 0% | 0% | $20,551,467 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.61% | 1,348,096 | 0% | 0% | $19,817,011 |
| Liberty Street Advisors, Inc. | 0.45% | 999,202 | 0% | 35% | $14,688,269 |
| FEDERATED HERMES, INC. | 0.38% | 843,713 | -22% | 0.02% | $12,402,581 |
| CITADEL ADVISORS LLC | 0.38% | 833,927 | -19% | 0.01% | $12,258,727 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.34% | 745,190 | +125% | 0% | $10,956,960 |
| Clearbridge Investments, LLC | 0.33% | 724,873 | +11% | 0.01% | $10,655,629 |
| MASTERS CAPITAL MANAGEMENT LLC | 0.32% | 700,000 | 1.5% | $10,290,000 | |
| Invesco Ltd. | 0.2% | 441,157 | 0% | $6,485,008 | |
| Granahan Investment Management, LLC | 0.2% | 431,958 | -1.5% | 0.31% | $6,349,783 |
| MORGAN STANLEY | 0.18% | 402,052 | +155% | 0% | $5,910,165 |
| GILDER GAGNON HOWE & CO LLC | 0.17% | 383,254 | -38% | 0.07% | $5,633,834 |
| Pictet Asset Management Holding SA | 0.17% | 368,870 | -4.5% | 0.01% | $5,422,389 |
| BANK OF AMERICA CORP /DE/ | 0.16% | 348,097 | +117% | 0% | $5,117,026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.15% | 340,186 | +29% | 0% | $5,000,734 |
| Marino Management, LLC | 0.14% | 313,992 | 0.84% | $4,615,682 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3