BETA
BETA Technologies, Inc. · Industrials · Aerospace & Defense
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ ×5 |
| 2 | The Vanguard Group ✦ (passive) | 2.73M | New | $77.09M | 0.0% | New | 1 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ ×8 |
| 4 | Alliancebernstein L.P. | 2.14M | n/a | $60.48M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.47M | New | $41.49M | 0.0% | New | 1 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 1.12M | New | $31.51M | 0.0% | New | 1 | SEC ↗ ×2 |
| 7 | Federated Hermes, Inc. | 1.08M | n/a | $30.34M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 1.03M | New | $28.94M | 0.0% | New | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 804.25K | n/a | $22.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Adage Capital Partners ✦ | 770.69K | New | $21.74M | 0.0% | New | 1 | SEC ↗ |
| 11 | Clearbridge Investments, LLC | 652.34K | n/a | $18.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Healthcare Of Ontario Pension Plan… | 480.31K | n/a | $13.55M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | FIL Ltd | 459.24K | n/a | $12.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pictet Asset Management Holding SA | 386.24K | n/a | $10.90M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Marshall Wace ✦ | 377.77K | New | $10.66M | 0.0% | New | 1 | SEC ↗ ×3 |
| 16 | Geode Capital Management ✦ (passive) | 330.93K | New | $9.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 17 | Balyasny Asset Management L.P. | 287.24K | n/a | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Soros Fund Management ✦ | 268.52K | New | $7.57M | 0.1% | New | 1 | SEC ↗ |
| 19 | Charles Schwab Investment… | 264.73K | n/a | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 227.84K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Massachusetts Financial Services Co… | 225.06K | n/a | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 206.81K | New | $5.83M | 0.0% | New | 1 | SEC ↗ |
| 23 | LMR Partners LLP | 200.97K | n/a | $5.67M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Millennium Management ✦ | 200.66K | New | $5.66M | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 189.91K | n/a | $5.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Susquehanna International Group, Llp | 188.06K | n/a | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Alyeska Investment Group, L.P. | 177.87K | n/a | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 160.29K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 29 | Morgan Stanley ✦ | 157.44K | New | $4.44M | 0.0% | New | 1 | SEC ↗ ×4 |
| 30 | State Street Global Advisors ✦ (passive) | 133.90K | New | $3.78M | 0.0% | New | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 115.32K | New | $3.25M | 0.0% | New | 1 | SEC ↗ ×4 |
| 32 | D. E. Shaw & Co. ✦ | 115.03K | New | $3.24M | 0.0% | New | 1 | SEC ↗ |
| 33 | Td Asset Management Inc | 88.26K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 63.41K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 35 | Mitsubishi UFJ Asset Management… | 17.50K | n/a | $478,275 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 16.36K | n/a | $461,372 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Royal Bank Of Canada | 13.70K | n/a | $387,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Holocene Advisors, LP | 13.32K | n/a | $375,785 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | LPL Financial LLC | 13.19K | n/a | $372,090 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | New York State Common Retirement… | 13.18K | n/a | $371,921 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 9.91K | n/a | $279,479 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Manufacturers Life Insurance… | 9.87K | n/a | $277,428 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Legal & General Group Plc | 7.82K | n/a | $221,020 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 7.58K | n/a | $213,691 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | State Of Wisconsin Investment Board | 7.42K | n/a | $209,459 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 3.58K | n/a | $100,988 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Us Bancorp \De\ | 1.97K | n/a | $55,602 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Rockefeller Capital Management L.P. | 1.23K | n/a | $34,557 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Simplex Trading, Llc | 1.21K | n/a | $34,162 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Group One Trading Llc | 700 | n/a | $19,747 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 285 | n/a | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 265 | n/a | $7,475 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 53 | National Bank Of Canada /Fi/ | 250 | n/a | $7,055 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $933.17M | 0.0% |
| The Vanguard Group | $77.09M | 0.0% |
| BlackRock | $73.73M | 0.0% |
| Norges Bank | $41.49M | 0.0% |
| T. Rowe Price | $31.51M | 0.0% |
| Citadel Advisors | $28.94M | 0.0% |
| Adage Capital Partners | $21.74M | 0.0% |
| Marshall Wace | $10.66M | 0.0% |
| Geode Capital Management | $9.34M | 0.0% |
| Soros Fund Management | $7.57M | 0.1% |
| Goldman Sachs Group | $5.83M | 0.0% |
| Millennium Management | $5.66M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 145 holders, 107.66M shares, $1.55B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 13.12K sh @ 19.19 · $251,810
Director · 12.82K sh @ 19.58 · $250,989
Open-market sales (S)
Officer, Director · 10.00K sh · $175,789
Officer, Director · 10.00K sh · $185,309
Officer, Director · 10.00K sh · $199,079
Officer, Director · 10.00K sh · $206,625
Officer, Director · 10.00K sh · $203,720
Officer, Director · 10.00K sh · $201,889
Officer, Director · 10.00K sh · $208,979
Officer, Director · 10.00K sh · $212,959
Officer, Director · 10.00K sh · $217,738
Officer, Director · 10.00K sh · $220,027
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology