Security record · archived quarter
BETA
BETA Technologies, Inc. · Industrials · Aerospace & Defense
53Tracked holders
+16Δ holders
52.93MShares held
$1.49BReported value
+17New positions
−0Exits
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
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | +13 | 52.64M | $881.53M | +19 | −5 |
| Q1 2026 | 62 | +10 | 48.95M | $719.59M | +17 | −8 |
| Q4 2025 | 53 | +16 | 52.93M | $1.49B | +17 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 33.08M | New | $933.17M | 0.0% | New | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 2.73M | New | $77.09M | 0.0% | New | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 2.73M | New | $77.09M | 0.0% | New | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 2.73M | New | $77.09M | 0.0% | New | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 2.61M | New | $73.73M | 0.0% | New | 1 | SEC ↗ |
| 17 | Alliancebernstein L.P. | 2.14M | — | $60.48M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Norges Bank ✦ (passive) | 1.47M | New | $41.49M | 0.0% | New | 1 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 1.12M | New | $31.51M | 0.0% | New | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 1.12M | New | $31.51M | 0.0% | New | 1 | SEC ↗ |
| 21 | Federated Hermes, Inc. | 1.08M | — | $30.34M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Federated Hermes, Inc. | 1.08M | — | $30.34M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 1.03M | New | $28.94M | 0.0% | New | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 804.25K | — | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 804.25K | — | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 804.25K | — | $22.69M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Adage Capital Partners ✦ | 770.69K | New | $21.74M | 0.0% | New | 1 | SEC ↗ |
| 28 | Clearbridge Investments, LLC | 652.34K | — | $18.40M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Healthcare Of Ontario Pension Plan… | 480.31K | — | $13.55M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | FIL Ltd | 459.24K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | FIL Ltd | 459.24K | — | $12.96M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pictet Asset Management Holding SA | 386.24K | — | $10.90M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Marshall Wace ✦ | 377.77K | New | $10.66M | 0.0% | New | 1 | SEC ↗ |
| 34 | Marshall Wace ✦ | 377.77K | New | $10.66M | 0.0% | New | 1 | SEC ↗ |
| 35 | Marshall Wace ✦ | 377.77K | New | $10.66M | 0.0% | New | 1 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passive) | 330.93K | New | $9.34M | 0.0% | New | 1 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passive) | 330.93K | New | $9.34M | 0.0% | New | 1 | SEC ↗ |
| 38 | Balyasny Asset Management L.P. | 287.24K | — | $8.10M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Soros Fund Management ✦ | 268.52K | New | $7.57M | 0.1% | New | 1 | SEC ↗ |
| 40 | Charles Schwab Investment… | 264.73K | — | $7.47M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 227.84K | — | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Massachusetts Financial Services Co… | 225.06K | — | $6.35M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 206.81K | New | $5.83M | 0.0% | New | 1 | SEC ↗ |
| 44 | LMR Partners LLP | 200.97K | — | $5.67M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Millennium Management ✦ | 200.66K | New | $5.66M | 0.0% | New | 1 | SEC ↗ |
| 46 | UBS Group AG | 189.91K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS Group AG | 189.91K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | UBS Group AG | 189.91K | — | $5.36M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 188.06K | — | $5.31M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Alyeska Investment Group, L.P. | 177.87K | — | $5.02M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bank Of America Corp /De/ | 160.29K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bank Of America Corp /De/ | 160.29K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of America Corp /De/ | 160.29K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 160.29K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 160.29K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 157.44K | New | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 157.44K | New | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 157.44K | New | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 157.44K | New | $4.44M | 0.0% | New | 1 | SEC ↗ |
| 60 | State Street Global Advisors ✦ (passive) | 133.90K | New | $3.78M | 0.0% | New | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 115.32K | New | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 115.32K | New | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 115.32K | New | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 115.32K | New | $3.25M | 0.0% | New | 1 | SEC ↗ |
| 65 | D. E. Shaw & Co. ✦ | 115.03K | New | $3.24M | 0.0% | New | 1 | SEC ↗ |
| 66 | Td Asset Management Inc | 88.26K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Two Sigma Investments ✦ | 63.41K | New | $1.79M | 0.0% | New | 1 | SEC ↗ |
| 68 | Mitsubishi UFJ Asset Management… | 17.50K | — | $478,275 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Raymond James Financial Inc | 16.36K | — | $461,372 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Raymond James Financial Inc | 16.36K | — | $461,372 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Royal Bank Of Canada | 13.70K | — | $387,000 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 13.70K | — | $387,000 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Holocene Advisors, LP | 13.32K | — | $375,785 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | LPL Financial LLC | 13.19K | — | $372,090 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 13.18K | — | $371,921 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Sei Investments Co | 9.91K | — | $279,479 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Sei Investments Co | 9.91K | — | $279,479 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Manufacturers Life Insurance… | 9.87K | — | $277,428 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Legal & General Group Plc | 7.82K | — | $221,020 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wells Fargo & Company/Mn | 7.58K | — | $213,691 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Wells Fargo & Company/Mn | 7.58K | — | $213,691 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | State Of Wisconsin Investment Board | 7.42K | — | $209,459 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 3.58K | — | $100,988 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Us Bancorp \De\ | 1.97K | — | $55,602 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Us Bancorp \De\ | 1.97K | — | $55,602 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 1.23K | — | $34,557 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Simplex Trading, Llc | 1.21K | — | $34,162 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Group One Trading Llc | 700 | — | $19,747 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cwm, Llc | 285 | — | $8,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 265 | — | $7,475 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 265 | — | $7,475 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 265 | — | $7,475 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Pnc Financial Services Group, Inc. | 265 | — | $7,475 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | National Bank Of Canada /Fi/ | 250 | — | $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% |
| Fidelity (FMR) | $933.17M | 0.0% |
| Fidelity (FMR) | $933.17M | 0.0% |
| Fidelity (FMR) | $933.17M | 0.0% |
| Fidelity (FMR) | $933.17M | 0.0% |
| The Vanguard Group | $77.09M | 0.0% |
| The Vanguard Group | $77.09M | 0.0% |
| The Vanguard Group | $77.09M | 0.0% |
| BlackRock | $73.73M | 0.0% |
| BlackRock | $73.73M | 0.0% |
| BlackRock | $73.73M | 0.0% |
| BlackRock | $73.73M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 21
Clark Kyle
Officer, Director · 23.20K sh · $585,293
Aug 20
Clark Kyle
Officer, Director · 30.00K sh · $757,899
Aug 19
Clark Kyle
Officer, Director · 30.00K sh · $802,272
Aug 18
Clark Kyle
Officer, Director · 30.00K sh · $781,689
Aug 17
Clark Kyle
Officer, Director · 30.00K sh · $752,343
Aug 14
Clark Kyle
Officer, Director · 17.80K sh · $439,021
Aug 13
Clark Kyle
Officer, Director · 30.00K sh · $762,525
Aug 12
Clark Kyle
Officer, Director · 15.00K sh · $352,000
Aug 11
Clark Kyle
Officer, Director · 17.00K sh · $415,937
Aug 10
Clark Kyle
Officer, Director · 15.89K sh · $385,252
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G/A — DAVIS CHARLES A
Aug 14
SC 13G/A — Meyer Austin
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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