Security record · archived quarter
BETA
BETA Technologies, Inc. · Industrials · Aerospace & Defense
62Tracked holders
+10Δ holders
48.95MShares held
$719.59MReported value
+17New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth +19.2% ·
share flow -2.3% ·
net new positions +14.5%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 33.19M | +0.3% | $487.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.78M | +6.2% | $40.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 2.10M | +1469.1% | $30.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Adage Capital Partners ✦ | 1.58M | +105.5% | $23.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Vanguard Capital Management Llc | 1.40M | — | $20.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Federated Hermes, Inc. | 843.71K | -21.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Federated Hermes, Inc. | 843.71K | -21.6% | $12.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 833.93K | -18.7% | $12.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passive) | 745.19K | +125.2% | $10.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 745.19K | +125.2% | $10.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Clearbridge Investments, LLC | 724.87K | +11.1% | $10.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Invesco Ltd. | 441.16K | New | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 23 | Invesco Ltd. | 441.16K | New | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 24 | Invesco Ltd. | 441.16K | New | $6.49M | 0.0% | New | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 402.05K | +155.4% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pictet Asset Management Holding SA | 368.87K | -4.5% | $5.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 348.10K | +117.2% | $5.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Charles Schwab Investment… | 340.19K | +28.5% | $5.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 270.68K | +42.5% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | UBS Group AG | 270.68K | +42.5% | $3.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Massachusetts Financial Services Co… | 225.08K | 0.0% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Healthcare Of Ontario Pension Plan… | 225.00K | -53.2% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 228.53K | +98.2% | $3.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Two Sigma Investments ✦ | 210.99K | +232.7% | $3.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | LMR Partners LLP | 200.97K | 0.0% | $2.95M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 199.89K | +6.3% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 199.89K | +6.3% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 185.09K | -10.5% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Alyeska Investment Group, L.P. | 177.87K | 0.0% | $2.61M | 0.0% | Held | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 79.03K | New | $1.16M | 0.0% | New | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 75.84K | New | $1.11M | 0.0% | New | 1 | SEC ↗ |
| 59 | Td Asset Management Inc | 72.92K | -17.4% | $1.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mitsubishi UFJ Asset Management… | 72.20K | +312.6% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 69.97K | New | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 62 | Barclays Plc | 61.30K | New | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 63 | Barclays Plc | 61.30K | New | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 64 | Barclays Plc | 61.30K | New | $901,110 | 0.0% | New | 1 | SEC ↗ |
| 65 | Millennium Management ✦ | 52.30K | -73.9% | $768,869 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 40.21K | New | $591,146 | 0.0% | New | 1 | SEC ↗ |
| 67 | T. Rowe Price ✦ | 39.22K | -96.5% | $577,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Manufacturers Life Insurance… | 34.19K | +246.2% | $502,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Alliancebernstein L.P. | 17.78K | -99.2% | $501,574 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 30.23K | New | $444,420 | 0.0% | New | 1 | SEC ↗ |
| 71 | Raymond James Financial Inc | 29.19K | +78.5% | $429,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Raymond James Financial Inc | 29.19K | +78.5% | $429,106 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 27.90K | New | $410,130 | 0.0% | New | 1 | SEC ↗ |
| 74 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Wells Fargo & Company/Mn | 24.41K | +222.2% | $358,754 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 24.36K | New | $358,151 | 0.0% | New | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 24.36K | New | $358,151 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 21.70K | New | $319,005 | 0.0% | New | 1 | SEC ↗ |
| 80 | Citigroup Inc | 21.70K | New | $319,005 | 0.0% | New | 1 | SEC ↗ |
| 81 | LPL Financial LLC | 20.36K | +54.4% | $299,321 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Marshall Wace ✦ | 20.04K | -94.7% | $294,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Marshall Wace ✦ | 20.04K | -94.7% | $294,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Wealthfront Advisers LLC | 17.46K | New | $256,633 | 0.0% | New | 1 | SEC ↗ |
| 85 | Man Group plc | 15.72K | New | $231,128 | 0.0% | New | 1 | SEC ↗ |
| 86 | State Of Wisconsin Investment Board | 15.65K | +110.8% | $230,070 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.60K | New | $229,335 | 0.0% | New | 1 | SEC ↗ |
| 88 | Sei Investments Co | 13.20K | +33.1% | $194,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Sei Investments Co | 13.20K | +33.1% | $194,256 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | New York State Common Retirement… | 10.40K | -21.1% | $152,880 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Royal Bank Of Canada | 7.30K | -46.7% | $108,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 7.30K | -46.7% | $108,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Simplex Trading, Llc | 5.26K | +334.4% | $77,322 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 3.96K | +10.7% | $58,239 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Legal & General Group Plc | 2.91K | -62.8% | $42,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 2.51K | New | $36,897 | 0.0% | New | 1 | SEC ↗ |
| 97 | Jones Financial Companies Lllp | 2.36K | New | $33,276 | 0.0% | New | 1 | SEC ↗ |
| 98 | Group One Trading Llc | 1.83K | +161.4% | $26,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | California State Teachers… | 1.82K | New | $26,695 | 0.0% | New | 1 | SEC ↗ |
| 100 | Cwm, Llc | 1.53K | +435.8% | $22,447 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Invesco Ltd. | $6.49M | 0.0% |
| Invesco Ltd. | $6.49M | 0.0% |
| Invesco Ltd. | $6.49M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Bank of New York Mellon Corp | $1.16M | 0.0% |
| Quantinno Capital Management… | $1.11M | 0.0% |
| Corient Private Wealth LP | $1.03M | 0.0% |
| Barclays Plc | $901,110 | 0.0% |
Exited
| Norges Bank | $41.49M | was 0.0% |
| Ameriprise Financial Inc | $22.69M | was 0.0% |
| FIL Ltd | $12.96M | was 0.0% |
| Balyasny Asset Management L.P. | $8.10M | was 0.0% |
| Soros Fund Management | $7.57M | was 0.1% |
| Jane Street Group, Llc | $6.43M | was 0.0% |
| D. E. Shaw & Co. | $3.24M | was 0.0% |
| Holocene Advisors, LP | $375,785 | was 0.0% |
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: Q1 2026 ·
Methodology ·
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