Security record · archived quarter
BETA
BETA Technologies, Inc. · Industrials · Aerospace & Defense
74Tracked holders
+13Δ holders
52.64MShares held
$881.53MReported value
+19New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +21.3% ·
share flow +4.9% ·
net new positions +18.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 33.34M | +0.5% | $558.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 33.34M | +0.5% | $558.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 33.34M | +0.5% | $558.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 33.34M | +0.5% | $558.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 33.34M | +0.5% | $558.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (passive) | 2.58M | +22.6% | $43.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Vanguard Capital Management Llc | 1.82M | +30.2% | $30.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Norges Bank ✦ (passive) | 1.25M | New | $20.93M | 0.0% | New | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 971.30K | +1757.0% | $16.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Clearbridge Investments, LLC | 890.25K | +22.8% | $14.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 872.32K | +4.6% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passive) | 795.56K | +6.8% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 795.56K | +6.8% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Adage Capital Partners ✦ | 672.50K | -57.5% | $11.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 478.67K | +8.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Invesco Ltd. | 478.67K | +8.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Invesco Ltd. | 478.67K | +8.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Invesco Ltd. | 478.67K | +8.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of America Corp /De/ | 440.15K | +26.4% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 440.15K | +26.4% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 440.15K | +26.4% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 428.90K | +58.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 428.90K | +58.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 428.90K | +58.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ |
| 45 | Pictet Asset Management Holding SA | 397.82K | +7.8% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Charles Schwab Investment… | 329.32K | -3.2% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 258.11K | +39.5% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 258.11K | +39.5% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Healthcare Of Ontario Pension Plan… | 225.00K | 0.0% | $3.77M | 0.0% | Held | 3 | SEC ↗ |
| 55 | Alyeska Investment Group, L.P. | 177.87K | 0.0% | $2.98M | 0.0% | Held | 3 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Quantinno Capital Management LP | 166.15K | +119.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Nuveen, LLC | 164.88K | +310.0% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Nuveen, LLC | 164.88K | +310.0% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Marshall Wace ✦ | 161.12K | +703.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Marshall Wace ✦ | 161.12K | +703.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Corient Private Wealth LP | 138.60K | +98.1% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 135.87K | -32.0% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Mitsubishi UFJ Asset Management… | 124.80K | +72.8% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Squarepoint Ops LLC | 122.08K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 73 | Holocene Advisors, LP | 118.15K | New | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 74 | Swiss National Bank | 108.80K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 75 | Td Asset Management Inc | 76.30K | +4.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Renaissance Technologies ✦ | 59.70K | New | $999,975 | 0.0% | New | 1 | SEC ↗ |
| 77 | Ameriprise Financial Inc | 57.95K | New | $970,696 | 0.0% | New | 1 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 57.95K | New | $970,696 | 0.0% | New | 1 | SEC ↗ |
| 79 | Citigroup Inc | 54.93K | +153.1% | $920,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Citigroup Inc | 54.93K | +153.1% | $920,010 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Wells Fargo & Company/Mn | 48.69K | +99.5% | $815,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Wells Fargo & Company/Mn | 48.69K | +99.5% | $815,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Wells Fargo & Company/Mn | 48.69K | +99.5% | $815,592 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | T. Rowe Price ✦ | 48.59K | +23.9% | $814,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 44.60K | New | $747,000 | 0.0% | New | 1 | SEC ↗ |
| 86 | Manufacturers Life Insurance… | 44.55K | +30.3% | $746,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Rhumbline Advisers | 43.75K | +44.7% | $732,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Alliancebernstein L.P. | 48.69K | +173.8% | $715,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bnp Paribas Financial Markets | 42.63K | +52.8% | $714,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mariner, LLC | 38.06K | New | $637,546 | 0.0% | New | 1 | SEC ↗ |
| 91 | Raymond James Financial Inc | 36.46K | +24.9% | $610,772 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 36.46K | +24.9% | $610,772 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Deutsche Bank Ag\ | 34.49K | +41.5% | $577,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Deutsche Bank Ag\ | 34.49K | +41.5% | $577,640 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Legal & General Group Plc | 32.29K | +1008.9% | $540,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Legal & General Group Plc | 32.29K | +1008.9% | $540,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Legal & General Group Plc | 32.29K | +1008.9% | $540,874 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | IMC-Chicago, LLC | 32.18K | New | $539,082 | 0.0% | New | 1 | SEC ↗ |
| 99 | Zurcher Kantonalbank (Zurich… | 31.36K | New | $525,347 | 0.0% | New | 1 | SEC ↗ |
| 100 | Federated Hermes, Inc. | 29.84K | -96.5% | $499,837 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $20.93M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| AQR Capital Management | $6.97M | 0.0% |
| Squarepoint Ops LLC | $2.04M | 0.0% |
| Holocene Advisors, LP | $1.98M | 0.0% |
| Swiss National Bank | $1.82M | 0.0% |
| Renaissance Technologies | $999,975 | 0.0% |
Exited
| Massachusetts Financial… | $3.31M | was 0.0% |
| Two Sigma Investments | $3.10M | was 0.0% |
| LMR Partners LLP | $2.95M | was 0.0% |
| Man Group plc | $231,128 | was 0.0% |
| Group One Trading Llc | $26,901 | 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: Q2 2026 ·
Methodology ·
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