Security record
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
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 ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 2.93M | +5.5% | $49.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | State Street Global Advisors ✦ (passive) | 2.58M | +22.6% | $43.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.82M | +30.2% | $30.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 1.25M | New | $20.93M | 0.0% | New | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 971.30K | +1757.0% | $16.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Clearbridge Investments, LLC | 890.25K | +22.8% | $14.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 872.32K | +4.6% | $14.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Geode Capital Management ✦ (passive) | 795.56K | +6.8% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Adage Capital Partners ✦ | 672.50K | -57.5% | $11.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 562.63K | +39.9% | $9.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 12 | Invesco Ltd. | 478.67K | +8.5% | $8.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Bank Of America Corp /De/ | 440.15K | +26.4% | $7.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | UBS Group AG | 428.90K | +58.5% | $7.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | AQR Capital Management ✦ | 416.23K | New | $6.97M | 0.0% | New | 1 | SEC ↗ ×7 |
| 16 | Pictet Asset Management Holding SA | 397.82K | +7.8% | $6.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Charles Schwab Investment… | 329.32K | -3.2% | $5.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 307.00K | +34.3% | $5.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Goldman Sachs Group ✦ | 258.11K | +39.5% | $4.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Healthcare Of Ontario Pension Plan… | 225.00K | 0.0% | $3.77M | 0.0% | Held | 3 | SEC ↗ |
| 21 | Alyeska Investment Group, L.P. | 177.87K | 0.0% | $2.98M | 0.0% | Held | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 171.77K | +117.3% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 23 | Quantinno Capital Management LP | 166.15K | +119.1% | $2.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Nuveen, LLC | 164.88K | +310.0% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Marshall Wace ✦ | 161.12K | +703.8% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Corient Private Wealth LP | 138.60K | +98.1% | $2.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 135.87K | -32.0% | $2.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mitsubishi UFJ Asset Management… | 124.80K | +72.8% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Squarepoint Ops LLC | 122.08K | New | $2.04M | 0.0% | New | 1 | SEC ↗ |
| 30 | Holocene Advisors, LP | 118.15K | New | $1.98M | 0.0% | New | 1 | SEC ↗ |
| 31 | Swiss National Bank | 108.80K | New | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 32 | Td Asset Management Inc | 76.30K | +4.6% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 59.70K | New | $999,975 | 0.0% | New | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 57.95K | New | $970,696 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Citigroup Inc | 54.93K | +153.1% | $920,010 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Wells Fargo & Company/Mn | 48.69K | +99.5% | $815,592 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | T. Rowe Price ✦ | 48.59K | +23.9% | $814,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 44.60K | New | $747,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 44.55K | +30.3% | $746,196 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Rhumbline Advisers | 43.75K | +44.7% | $732,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Alliancebernstein L.P. | 48.69K | +173.8% | $715,743 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Bnp Paribas Financial Markets | 42.63K | +52.8% | $714,120 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mariner, LLC | 38.06K | New | $637,546 | 0.0% | New | 1 | SEC ↗ |
| 44 | Raymond James Financial Inc | 36.46K | +24.9% | $610,772 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Deutsche Bank Ag\ | 34.49K | +41.5% | $577,640 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Legal & General Group Plc | 32.29K | +1008.9% | $540,874 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | IMC-Chicago, LLC | 32.18K | New | $539,082 | 0.0% | New | 1 | SEC ↗ |
| 48 | Zurcher Kantonalbank (Zurich… | 31.36K | New | $525,347 | 0.0% | New | 1 | SEC ↗ |
| 49 | Federated Hermes, Inc. | 29.84K | -96.5% | $499,837 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Simplex Trading, Llc | 26.13K | +396.8% | $437,711 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 24.81K | New | $415,534 | 0.0% | New | 1 | SEC ↗ |
| 52 | LPL Financial LLC | 24.68K | +21.2% | $413,373 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | State Of Wisconsin Investment Board | 21.43K | +36.9% | $358,886 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Wealthfront Advisers LLC | 17.96K | +2.9% | $300,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 15.41K | New | $273,002 | 0.0% | New | 1 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 15.60K | 0.0% | $261,300 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 13.16K | New | $220,465 | 0.0% | New | 1 | SEC ↗ ×2 |
| 58 | Victory Capital Management Inc | 13.09K | New | $219,241 | 0.0% | New | 1 | SEC ↗ |
| 59 | Stifel Financial Corp | 12.63K | New | $211,570 | 0.0% | New | 1 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 12.44K | +395.6% | $208,353 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 61 | Commonwealth Equity Services, Llc | 12.22K | New | $204,650 | 0.0% | New | 1 | SEC ↗ |
| 62 | Creative Planning | 12.01K | New | $201,117 | 0.0% | New | 1 | SEC ↗ |
| 63 | Sei Investments Co | 11.32K | -14.2% | $189,566 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | New York State Common Retirement… | 10.40K | 0.0% | $174,200 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Captrust Financial Advisors | 10.04K | New | $168,120 | 0.0% | New | 1 | SEC ↗ |
| 66 | Barclays Plc | 9.20K | -85.0% | $154,118 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Osaic Holdings, Inc. | 7.79K | +96.7% | $130,528 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Royal Bank Of Canada | 5.03K | -31.0% | $84,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 69 | Jones Financial Companies Lllp | 3.29K | +39.4% | $54,943 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 1.77K | +21.3% | $29,715 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 947 | +43.3% | $15,862 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 72 | Fifth Third Bancorp | 855 | +455.2% | $14,310 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 245 | +6.5% | $4,099 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Us Bancorp \De\ | 221 | 0.0% | $3,702 | 0.0% | Held | 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% |
| 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% |
| Ameriprise Financial Inc | $970,696 | 0.0% |
| UBS AM, a distinct business… | $747,000 | 0.0% |
| Mariner, LLC | $637,546 | 0.0% |
| IMC-Chicago, LLC | $539,082 | 0.0% |
| Zurcher Kantonalbank (Zurich… | $525,347 | 0.0% |
| Mercer Global Advisors Inc… | $415,534 | 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)
Sep 02
Stone Michael Robert
Director · 13.12K sh @ 19.19 · $251,810
Sep 01
Stone Michael Robert
Director · 12.82K sh @ 19.58 · $250,989
Open-market sales (S)
Oct 09
Clark Kyle
Officer, Director · 10.00K sh · $206,625
Oct 08
Clark Kyle
Officer, Director · 10.00K sh · $203,720
Oct 07
Clark Kyle
Officer, Director · 10.00K sh · $201,889
Oct 06
Clark Kyle
Officer, Director · 10.00K sh · $208,979
Oct 05
Clark Kyle
Officer, Director · 10.00K sh · $212,959
Oct 02
Clark Kyle
Officer, Director · 10.00K sh · $217,738
Oct 01
Clark Kyle
Officer, Director · 10.00K sh · $220,027
Sep 30
Clark Kyle
Officer, Director · 10.00K sh · $226,304
Sep 29
Clark Kyle
Officer, Director · 10.00K sh · $226,205
Sep 26
Clark Kyle
Officer, Director · 10.00K sh · $233,197
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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