BETA · BETA Technologies, Inc. · Shareholders & Ownership

$18.15 +0.16 (+0.89%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$4.31B

233.94M

Volume · Oct 20 1.26M Avg daily vol (3M) 2.49M

Every disclosed holder of BETA in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BETA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	193	114,581,034	48.98%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	4	62,452,161	26.70%	Yes
Remaining	—	56,907,865	24.33%	Rest
Registered funds (N-PORT, not summed)	171	35,138,479	15.02%	No

Shares outstanding: 233,941,060, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BETA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	33,338,140	14.25%	+150,750	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	4,609,156	1.97%	+3,695,851	Jun 30, 2026	Fidelity Contrafund, not summed
1.2	Fidelity Advisor Growth Opportunities Fund Fund S000005111 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	3,154,168	1.35%	+3,060,268	May 31, 2026	Fidelity Advisor Series I, not summed
1.3	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	2,578,576	1.10%	+2,488,486	Jul 31, 2026	Fidelity Securities Fund, not summed
1.4	Fidelity Growth Company Fund Fund S000007119 · Registered fund · May 31, 2026 Fidelity Mt. Vernon Street Trust, not summed	2,406,774	1.03%	+1,489,748	May 31, 2026	Fidelity Mt. Vernon Street Trust, not summed
1.5	Fidelity Blue Chip Growth Fund Fund S000007195 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	1,249,034	0.53%	+828,078	Jul 31, 2026	Fidelity Securities Fund, not summed
2	General Electric Co 13F CIK 40545 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	20,310,407	8.68%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	ABELE JOHN E Insider CIK 901430 · Jun 11, 2026 Director, issuer-wide, not summed	17,420,671	7.45%	—	Jun 11, 2026	Director, issuer-wide, not summed
3.1	John E. Abele 13G CIK 901430 · Unknown · Nov 3, 2025 Rule 13d-1(d), exempt investor	17,381,082	7.43%	—	Nov 3, 2025	Rule 13d-1(d), exempt investor
4	Charles A. Davis 13G CIK 1071287 · Unknown · Jun 15, 2026 Rule 13d-1(d), exempt investor	16,522,133	7.06%	-1,235,982	Jun 15, 2026	Rule 13d-1(d), exempt investor
4.1	DAVIS CHARLES A Insider CIK 1071287 · Jun 11, 2026 Director, issuer-wide, not summed	17,654,658	7.55%	+7,142	Jun 11, 2026	Director, issuer-wide, not summed
5	TPG GP A, LLC 13F CIK 1903793 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	16,395,435	7.01%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	TPG GP A, LLC Insider CIK 1903793 · Nov 5, 2025 Insider, issuer-wide, not summed	16,395,435	7.01%	—	Nov 5, 2025	Insider, issuer-wide, not summed
6	Austin Meyer 13G CIK 2091736 · Unknown · Jun 30, 2026 Rule 13d-1(d), exempt investor	12,135,853	5.19%	0	Jun 30, 2026	Rule 13d-1(d), exempt investor
7	AMAZON COM INC 13F CIK 1018724 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	11,753,896	5.02%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Clark Kyle Insider CIK 2090083 · Oct 19, 2026 Director, SEE REMARKS, issuer-wide, not summed	5,794,851	2.48%	—	Oct 19, 2026	Director, SEE REMARKS, issuer-wide, not summed
8.1	Kyle Clark 13G CIK 2090083 · Unknown · Nov 3, 2025 Rule 13d-1(d), exempt investor	16,413,093	7.02%	—	Nov 3, 2025	Rule 13d-1(d), exempt investor
9	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,930,242	1.25%	+153,441	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	878,417	0.38%	+94,460	Jun 30, 2026	iShares Trust, not summed
9.2	iShares U.S. Aerospace & Defense ETF Fund S000009423 · Registered fund · Jun 30, 2026 iShares Trust, not summed	314,846	0.13%	-36,413	Jun 30, 2026	iShares Trust, not summed
9.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	215,330	0.09%	+112,938	Jun 30, 2026	iShares Trust, not summed
9.4	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	93,129	0.04%	-75,845	Jun 30, 2026	iShares Trust, not summed
9.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	63,322	0.03%	+9,268	Jun 30, 2026	Quantitative Master Series LLC, not summed
10	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,576,444	1.10%	+475,440	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF Fund S000012318 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,668,445	0.71%	+217,225	Jun 30, 2026	SPDR SERIES TRUST, not summed
10.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	13,100	0.01%	+1,600	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
10.3	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF Fund S000036082 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	1,592	0.00%	—	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
10.4	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	804	0.00%	+14	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
10.5	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	235	0.00%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
11	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,272,421	0.97%	+100,566	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,895,677	0.81%	+547,581	Jun 30, 2026	carried, not yet filed for the newest quarter
13	HITE Hedge Asset Management LLC 13F CIK 1568939 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,892,275	0.81%	-6,284	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,820,798	0.78%	+422,739	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Stone Michael Robert Insider CIK 2090370 · Sep 2, 2026 Director, issuer-wide, not summed	1,801,207	0.77%	—	Sep 2, 2026	Director, issuer-wide, not summed
16	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,419,170	0.61%	+405,500	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	Empire Life Investments Inc. 13F CIK 1640951 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,337,839	0.57%	+1,337,839	Jun 30, 2026	carried, not yet filed for the newest quarter
18	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,249,598	0.53%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MASTERS CAPITAL MANAGEMENT LLC 13F CIK 1104186 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,200	0.44%	+328,200	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,017,766	0.44%	+276,619	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	Liberty Street Advisors, Inc. 13F CIK 1489178 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	999,202	0.43%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	971,297	0.42%	+918,993	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	890,249	0.38%	+165,376	Jun 30, 2026	carried, not yet filed for the newest quarter
24	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	872,324	0.37%	+38,397	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Kamen Dean Insider CIK 2089889 · Jan 30, 2026 Director, issuer-wide, not summed	815,401	0.35%	+1,071	Jan 30, 2026	Director, issuer-wide, not summed
26	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	795,558	0.34%	+50,368	Jun 30, 2026	carried, not yet filed for the newest quarter
27	The Private Shares Fund Fund · Registered fund · Jun 30, 2026 The Private Shares Fund, not summed	748,014	0.32%	—	Jun 30, 2026	The Private Shares Fund, not summed
28	ADAGE CAPITAL PARTNERS GP, L.L.C. 13F CIK 1165408 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	672,505	0.29%	-911,089	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	584,673	0.25%	+173,183	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	562,634	0.24%	+160,582	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	369	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
31	Churchill David Lawrence Insider CIK 2090119 · May 7, 2026 Director, CHIEF TECHNOLOGY OFFICER, issuer-wide, not summed	556,249	0.24%	-19,019	May 7, 2026	Director, CHIEF TECHNOLOGY OFFICER, issuer-wide, not summed
32	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	478,671	0.20%	+37,514	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Invesco WilderHill Clean Energy ETF Fund S000003053 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	479,070	0.20%	+126,269	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
33	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	440,151	0.19%	+92,054	Jun 30, 2026	carried, not yet filed for the newest quarter
34	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	428,900	0.18%	+158,217	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Granahan Investment Management, LLC 13F CIK 1026710 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	422,493	0.18%	-9,465	Jun 30, 2026	carried, not yet filed for the newest quarter
36	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	416,227	0.18%	+416,227	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	397,816	0.17%	+28,946	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	362,315	0.15%	+12,349	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	360,845	0.15%	+360,845	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	SBH SMALL CAP GROWTH FUND Fund S000043443 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	94,799	0.04%	—	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	329,320	0.14%	-10,866	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,096	0.06%	-2,180	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.2	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	85,219	0.04%	+3,313	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
40.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	82,063	0.04%	+9,080	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	19,000	0.01%	-245	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
40.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	17,000	0.01%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
41	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	319,188	0.14%	+100,700	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
42	Marino Management, LLC 13F CIK 1845680 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	313,992	0.13%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	306,997	0.13%	+78,462	Jun 30, 2026	carried, not yet filed for the newest quarter
44	SEVEN GRAND MANAGERS, LLC 13F CIK 1909126 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	300,000	0.13%	+1,443	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Slattery John S. Insider CIK 1819831 · Jun 11, 2026 Executive Vice President, issuer-wide, not summed	274,658	0.12%	+7,142	Jun 11, 2026	Executive Vice President, issuer-wide, not summed
46	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,765	0.11%	-119,489	Jun 30, 2026	carried, not yet filed for the newest quarter
47	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	258,109	0.11%	+73,016	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	118	0.00%	—	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
48	Burkehill Global Management, LP 13F CIK 1904549 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	225,000	0.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 13F CIK 1535845 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	225,000	0.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	220,726	0.09%	+12,120	Jun 30, 2026	carried, not yet filed for the newest quarter

45 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 293 holders

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Key facts CIK 1784570 CUSIP 086921103 13F (30d) 20 filings 20 filers Visit website Investor relations