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Clearbridge Investments, LLC

Position in BETA — BETA Technologies, Inc.

CIK 1348883 NEW YORK, NY

Position in BETA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$14,911,670
+$4,256,037 QoQ
Shares Held
890,249
+22.8% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 188 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 94% Shared 0% None 6%

Common Shares in BETA Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

Clearbridge Investments, LLC holds $3,416,954,456 across 22 Aerospace & Defense names. BETA ranks #20 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in BETA

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $14,911,670 890,249
2026-03-31 $10,655,633 724,873
2025-12-31 $18,402,370 652,335