BETA Technologies Ownership | Who Owns BETA Technologies?
BETA Technologies Ownership Summary
BETA Technologies is owned by 49.71% institutional investors, 40.20% insiders, and 10.09% retail investors. Fmr is the largest institutional shareholder, holding 14.45% of BETA shares. Fidelity Contrafund is the top mutual fund, with 1.97% of its assets in BETA Technologies shares.
BETA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BETA Technologies | 49.71% | 40.20% | 10.09% |
| Sector | Industrials Stocks | 67.83% | 16.49% | 15.68% |
| Industry | Defense Stocks | 67.74% | 13.10% | 19.16% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 33.34M | 14.45% | $558.41M |
| General electric | 20.31M | 8.80% | $340.20M |
| Tpg gp a | 16.40M | 7.10% | $274.62M |
| Amazon com | 11.75M | 5.09% | $196.88M |
| Blackrock funding, inc. /de | 2.93M | 1.27% | $49.08M |
| Vanguard group | 2.73M | 1.19% | $77.09M |
| State street | 2.58M | 1.12% | $43.16M |
| T. rowe price investment management | 2.27M | 0.98% | $38.06M |
| Hite hedge asset management | 1.89M | 0.82% | $31.70M |
| Vanguard capital management | 1.82M | 0.79% | $30.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| General electric | 20.31M | 92.23% | $340.20M |
| Tpg gp a | 16.40M | 5.49% | $274.62M |
| Amazon com | 11.75M | 4.45% | $196.88M |
| Liberty street advisors | 999.20K | 3.30% | $16.74M |
| Hite hedge asset management | 1.89M | 1.74% | $31.70M |
| Corps capital advisors | 101.75K | 1.37% | $1.70M |
| Empire life investments | 1.34M | 1.25% | $22.41M |
| Marino management | 313.99K | 1.10% | $5.26M |
| Masters capital management | 1.03M | 0.44% | $17.22M |
| Granahan investment management | 422.49K | 0.25% | $7.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard group | 2.73M | 0.00% | 2.73M |
| Empire life investments | 1.34M | 1.25% | 1.34M |
| Norges bank | 1.25M | 0.00% | 1.25M |
| Millennium management | 971.30K | 0.01% | 918.99K |
| State street | 2.58M | 0.00% | 475.44K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Adage capital partners gp | 672.50K | 0.02% | -911.09K |
| Federated hermes | 29.84K | 0.00% | -813.87K |
| Fil | - | - | -459.24K |
| Balyasny asset management | - | - | -287.24K |
| Soros fund management | - | - | -268.52K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard group | 2.73M | 0.00% | 2.73M | $77.09M |
| Empire life investments | 1.34M | 1.25% | 1.34M | $22.41M |
| Norges bank | 1.25M | 0.00% | 1.25M | $20.93M |
| Aqr capital management | 416.23K | 0.00% | 416.23K | $6.97M |
| Segall bryant & hamill | 360.85K | 0.07% | 360.85K | $6.04M |
Sold Out
| Holder | Change |
|---|---|
| Physician wealth advisors | -18.00 |
| Optima capital | -20.00 |
| Flagship harbor advisors | -64.00 |
| Mcf advisors | -100.00 |
| Golden state equity partners | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 196 | 28.95% | 114,714,714 | 6.33% | 49 | 2.27% | 140 | 44.33% | 20 | -28.57% |
| Mar 31, 2026 | 108 | -23.40% | 48,574,365 | -56.12% | 21 | 0.91% | 71 | -48.18% | 20 | - |
| Dec 31, 2025 | 138 | - | 109,459,608 | - | 47 | - | 134 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Fidelity Contrafund | 4.60M | 1.97% | -771.45K |
| Fidelity Growth Compy Commingled Pl S | 3.17M | 1.37% | 616.00 |
| Fidelity Advisor Growth Opps M | 3.15M | 1.35% | - |
| iShares Russell 2000 ETF | 3.09M | 1.32% | 26.35K |
| Fidelity Growth Company Fund | 2.87M | 1.23% | 468.87K |
| Fidelity Small Cap Growth | 2.80M | 1.20% | 1.40K |
| Stt Strt® SPDR® S&P® Arspc & Dfnc ETF | 2.43M | 1.04% | - |
| Fidelity Contrafund Commingled Pl Cl S | 1.68M | 0.73% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.42M | 0.61% | 405.50K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.42M | 0.61% | 405.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Clark Kyle | SEE REMARKS | Sell | $226.21K |
| Sep 30, 2026 | Clark Kyle | SEE REMARKS | Sell | $226.30K |
| Oct 01, 2026 | Clark Kyle | SEE REMARKS | Sell | $220.03K |
| Sep 24, 2026 | Clark Kyle | SEE REMARKS | Sell | $230.44K |
| Sep 25, 2026 | Clark Kyle | SEE REMARKS | Sell | $241.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | 1 |
| 2026 Q3 | - | 5 |
BETA Ownership FAQ
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