BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / CLASS A COMMON STOCK
Symbol
BETA on NYSE
Shares outstanding
220,606,089
Price per share
$23.19
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
109,475,963
Total reported value
$3,088,306,248
% of total 13F portfolios
0.02%
Share change
+109,445,769
Value change
+$3,087,454,475
Number of holders
135
Price from insider filings
$23.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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, 135 institutional investors reported holding 109,475,963 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 47% 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
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
SEVEN GRAND MANAGERS, LLC 0.14% 298,557 0.64% $8,422,293

Institutional Holders of BETA Technologies, Inc. - CLASS A COMMON STOCK (BETA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 109,475,963 $3,088,306,248 +$3,087,454,475 $28.21 135