Latest Period
Q4 2025
Security Snapshot
BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) Institutional Ownership
CUSIP: 086921103
13F Institutional Holders and Ownership History from Q4 2025 to Q1 2026
Institutions Reporting
137
Shares (Excl. Options)
110,689,109
Price
$28.21
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- Type / Class
- Equity / CLASS A COMMON STOCK
- Symbol
- BETA on NYSE
- Shares outstanding
- 220,606,089
- Price per share
- $16.88
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 110,689,109
- Total reported value
- $3,122,528,749
- % of total 13F portfolios
- 0.02%
- Share change
- +110,658,895
- Value change
- +$3,121,676,426
- Number of holders
- 137
- Price from insider filings
- $16.88
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BETA - BETA Technologies, Inc. - CLASS A COMMON STOCK is tracked under CUSIP 086921103.
- 137 institutions reported positions in Q4 2025.
- 8 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 137 to 39 between Q4 2025 and Q1 2026.
- Reported value moved from $3,122,528,749 to $491,027,973.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 137 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 086921103?
CUSIP 086921103 identifies BETA - BETA Technologies, Inc. - CLASS A COMMON STOCK in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 086921103:
Significant Owners of BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) based on Schedule 13D/G filings
| 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 Dec 2025, 137 institutional investors reported holding 110,689,109 shares of BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA). This represents 50% of the company’s total 220,606,089 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| FMR LLC | 15% | 33,079,297 | 0.05% | $933,166,967 | |
| General Electric Co | 10% | 22,862,874 | 98% | $644,961,686 | |
| TPG GP A, LLC | 7.4% | 16,395,435 | 17% | $462,515,221 | |
| AMAZON COM INC | 5.3% | 11,753,896 | 9.4% | $331,577,406 | |
| VANGUARD GROUP INC | 1.2% | 2,732,701 | 0% | $77,089,496 | |
| BlackRock, Inc. | 1.2% | 2,613,771 | 0% | $73,734,481 | |
| ALLIANCEBERNSTEIN L.P. | 0.97% | 2,143,851 | 0.02% | $60,478,037 | |
| NORGES BANK | 0.67% | 1,470,589 | 0% | $41,485,316 | |
| T. Rowe Price Investment Management, Inc. | 0.57% | 1,252,987 | 0.02% | $35,347,000 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.51% | 1,116,995 | 0% | $31,511,000 | |
| FEDERATED HERMES, INC. | 0.49% | 1,075,413 | 0.05% | $30,337,401 | |
| CITADEL ADVISORS LLC | 0.47% | 1,026,005 | 0.02% | $28,943,601 | |
| Liberty Street Advisors, Inc. | 0.45% | 999,202 | 47% | $28,187,488 | |
| AMERIPRISE FINANCIAL INC | 0.36% | 804,247 | 0.01% | $22,687,829 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.35% | 770,689 | 0.03% | $21,741,137 | |
| Clearbridge Investments, LLC | 0.3% | 652,335 | 0.01% | $18,402,369 | |
| GILDER GAGNON HOWE & CO LLC | 0.28% | 617,864 | 0.18% | $17,429,943 | |
| HITE Hedge Asset Management LLC | 0.28% | 612,868 | 1.1% | $17,289,006 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.22% | 480,309 | 0.02% | $13,549,517 | |
| FIL Ltd | 0.21% | 459,237 | 0.01% | $12,955,076 | |
| Granahan Investment Management, LLC | 0.2% | 438,351 | 0.53% | $12,365,882 | |
| Pictet Asset Management Holding SA | 0.18% | 386,243 | 0.01% | $10,895,915 | |
| MARSHALL WACE, LLP | 0.17% | 377,771 | 0.01% | $10,656,919 | |
| Longaeva Partners L.P. | 0.16% | 349,608 | 1.2% | $9,862,442 | |
| GEODE CAPITAL MANAGEMENT, LLC | 0.15% | 330,929 | 0% | $9,340,383 |