BETA TECHNOLOGIES INC BETA
COM SHS CL A · Common Stock · CUSIP 086921103
- SectorIndustrials
- IndustryAircraft
- HeadquartersSouth Burlington, VT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($39.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.75. Options: 7 managers hold calls ($16.3m notional), 6 hold puts ($11.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 137 |
| Q1 2026 | 145 |
| Q2 2026 | 189 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 90 | 60 |
| Q2 2026 | 133 | 46 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $0 | — |
| Q4 2025 | $4.8m | $4.2m | 0.89 |
| Q1 2026 | $3.7m | $6.4m | 1.74 |
| Q2 2026 | $16.3m | $11.7m | 0.71 |
Biggest buyers
| Empire Life Investments Inc. | New | +1.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +919.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +547.6k |
| STATE STREET CORP | Added | +475.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +422.7k |
| AQR CAPITAL MANAGEMENT LLC | New | +416.2k |
| SEGALL BRYANT & HAMILL, LLC | New | +360.8k |
| MASTERS CAPITAL MANAGEMENT LLC | Added | +328.2k |
| Clearbridge Investments, LLC | Added | +165.4k |
| MORGAN STANLEY | Added | +160.6k |
Biggest sellers
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -911.1k |
| FEDERATED HERMES, INC. | Reduced | -813.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Sold out | -225.1k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -211.0k |
| LMR Partners LLP | Sold out | -201.0k |
| Ghisallo Capital Management LLC | Reduced | -150.0k |
| AXIOM INVESTORS LLC /DE | Sold out | -131.4k |
| Cinctive Capital Management LP | Sold out | -122.9k |
| GILDER GAGNON HOWE & CO LLC | Reduced | -119.5k |
| HBK INVESTMENTS L P | Sold out | -100.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $4.8m288.4k shares |
| CITADEL ADVISORS LLC | Added | $3.9m231.0k shares |
| GROUP ONE TRADING LLC | Added | $2.4m143.3k shares |
| JANE STREET GROUP, LLC | Added | $2.2m128.9k shares |
| IMC-Chicago, LLC | Added | $1.8m106.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.0m60.3k shares |
| DRW Securities, LLC | New | $281.4k16.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.5m328.3k shares |
| JANE STREET GROUP, LLC | Added | $2.0m119.7k shares |
| IMC-Chicago, LLC | Added | $1.5m90.2k shares |
| CITADEL ADVISORS LLC | Added | $1.3m80.5k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m69.2k shares |
| GROUP ONE TRADING LLC | Added | $147.4k8.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution new · filed 2025-12-05 | 15.0% |
GENERAL ELECTRIC CO
13D · may seek influence
new · filed 2025-11-10
Stated purposeThe information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. GE Aerospace initially acquired the Class A Shares for investment purposes. GE Aerospace intends to continue to review its investment in the Issuer on an ongoing basis and, in the course of its review, may take actions (including through its affiliates) with respect to its investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other securityholders of the Issuer, or other third parties, including potential acquirers, from time to time, taking steps to implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical, industry… Full filing |
9.2% |
| ABELE JOHN E 13G · exempt (held before listing) new · filed 2026-02-13 | 7.9% |
| Clark Kyle 13G · exempt (held before listing) new · filed 2026-02-13 | 7.4% |
| TPG GP A, LLC 13G · exempt (held before listing) new · filed 2026-02-13 | 7.4% |
| DAVIS CHARLES A 13G · exempt (held before listing) -0.8 pts · filed 2026-08-14 | 7.3% |
| Meyer Austin 13G · exempt (held before listing) -0.1 pts · filed 2026-08-14 | 5.4% |
| AMAZON COM INC 13G · exempt (held before listing) new · filed 2026-02-10 | 5.3% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 7 | $98.9m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $250.0k | 6 | $4.9m | $2.4m |
| Q3 2026 | 1 | $502.9k | 1 | $8.5m | $8.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-26 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $233.2k10.0k shares |
| 2026-09-25 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $241.5k10.0k shares |
| 2026-09-24 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $230.4k10.0k shares |
| 2026-09-02 | Stone Michael Robert Director · By Ptolemy Capital, LLC | Bought | $251.9k13.1k shares |
| 2026-09-01 | Stone Michael Robert Director · By Ptolemy Capital, LLC | Bought | $251.0k12.8k shares |
| 2026-08-21 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $585.2k23.2k shares |
| 2026-08-20 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $757.8k30.0k shares |
| 2026-08-19 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $802.2k30.0k shares |
| 2026-08-18 | Clark Kyle Officer, director | Sold plan | $781.8k30.0k shares |
| 2026-08-17 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $752.4k30.0k shares |
| 2026-08-14 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $438.9k17.8k shares |
| 2026-08-13 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $762.6k30.0k shares |
| 2026-08-12 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $352.1k15.0k shares |
| 2026-08-11 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $415.9k17.0k shares |
| 2026-08-10 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $385.2k15.9k shares |
| 2026-08-07 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $348.8k15.0k shares |
| 2026-07-16 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $87.6k5.0k shares |
| 2026-07-15 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $276.3k15.0k shares |
| 2026-07-14 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $271.9k15.0k shares |
| 2026-07-13 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $262.2k15.0k shares |
| 2026-07-02 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $268.9k15.0k shares |
| 2026-07-01 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $261.1k15.0k shares |
| 2026-06-30 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $249.0k15.0k shares |
| 2026-06-29 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $245.7k15.0k shares |
| 2026-06-26 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $247.7k15.0k shares |
| 2026-06-25 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $236.8k15.0k shares |
| 2026-06-24 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $237.4k15.0k shares |
| 2026-06-23 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $240.2k15.0k shares |
| 2026-06-23 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $240.2k15.0k shares |
| 2026-06-22 | Clark Kyle Officer, director · By The Godric's Hollow Trust | Sold plan | $236.1k15.0k shares |
The latest 30 of 44 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.02% of their portfolio | 33.3m $558.4m | Added +150.8k |
| General Electric Co 92.23% of their portfolio | 20.3m $340.2m | Unchanged |
| TPG GP A, LLC 5.49% of their portfolio | 16.4m $274.6m | Unchanged |
| AMAZON COM INC 4.45% of their portfolio | 11.8m $196.9m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 2.9m $49.1m | Added +153.4k |
| STATE STREET CORP 0.00% of their portfolio | 2.6m $43.2m | Added +475.4k |
| T. Rowe Price Investment Management, Inc. 0.02% of their portfolio | 2.3m $38.1m | Added +100.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.9m $31.8m | Added +547.6k |
| HITE Hedge Asset Management LLC 1.74% of their portfolio | 1.9m $31.7m | Reduced -6.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.8m $30.5m | Added +422.7k |
| Empire Life Investments Inc. 1.25% of their portfolio | 1.3m $22.4m | New |
| NORGES BANK 0.00% of their portfolio | 1.2m $20.9m | Not comparable |
| MASTERS CAPITAL MANAGEMENT LLC 2.42% of their portfolio | 1.0m $17.2m | Added +328.2k |
| Liberty Street Advisors, Inc. 3.30% of their portfolio | 999.2k $16.7m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 971.3k $16.3m | Added +919.0k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 890.2k $14.9m | Added +165.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 872.3k $14.6m | Added +38.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 795.6k $13.3m | Added +50.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 672.5k $11.3m | Reduced -911.1k |
| MORGAN STANLEY 0.00% of their portfolio | 562.6k $9.4m | Added +160.6k |
| Invesco Ltd. 0.00% of their portfolio | 478.7k $8.0m | Added +37.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 440.2k $7.4m | Added +92.1k |
| UBS Group AG 0.00% of their portfolio | 428.9k $7.2m | Added +158.2k |
| Granahan Investment Management, LLC 0.25% of their portfolio | 422.5k $7.1m | Reduced -9.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 416.2k $7.0m | New |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 397.8k $6.7m | Added +28.9k |
| SEGALL BRYANT & HAMILL, LLC 0.07% of their portfolio | 360.8k $6.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 329.3k $5.5m | Reduced -10.9k |
| Marino Management, LLC 1.10% of their portfolio | 314.0k $5.3m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 307.0k $5.1m | Added +78.5k |
| SEVEN GRAND MANAGERS, LLC 0.20% of their portfolio | 300.0k $5.0m | Added +1.4k |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 263.8k $4.4m | Reduced -119.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 258.1k $4.3m | Added +73.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 225.0k $3.8m | Unchanged |
| Burkehill Global Management, LP 0.14% of their portfolio | 225.0k $3.8m | Unchanged |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 220.7k $3.7m | Added +12.1k |
| Alyeska Investment Group, L.P. 0.01% of their portfolio | 177.9k $3.0m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 171.8k $2.9m | Added +92.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 166.2k $2.8m | Added +90.3k |
| Nuveen, LLC 0.00% of their portfolio | 164.9k $2.8m | Added +124.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 161.1k $2.7m | Added +141.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 151.1k $2.5m | Added +81.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 135.9k $2.3m | Reduced -64.0k |
| Aureus Asset Management, LLC 0.13% of their portfolio | 131.6k $2.2m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 124.8k $2.1m | Added +52.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 122.1k $2.0m | New |
| Weiss Asset Management LP 0.02% of their portfolio | 118.4k $2.0m | Not comparable |
| Holocene Advisors, LP 0.00% of their portfolio | 118.1k $2.0m | New |
| Trexquant Investment LP 0.01% of their portfolio | 116.2k $1.9m | New |
| Swiss National Bank 0.00% of their portfolio | 108.8k $1.8m | New |
| Corps Capital Advisors, LLC 1.37% of their portfolio | 101.8k $1.7m | Added +87.9k |
| Ghisallo Capital Management LLC 0.03% of their portfolio | 100.0k $1.7m | Reduced -150.0k |
| SCS Capital Management LLC 0.02% of their portfolio | 98.2k $1.6m | New |
| SORA INVESTORS LLC 0.11% of their portfolio | 86.0k $1.4m | New |
| Wealthspire Advisors, LLC 0.01% of their portfolio | 80.1k $1.3m | New |
| Capricorn Fund Managers Ltd 0.10% of their portfolio | 77.5k $1.3m | Reduced -6.1k |
| TD Asset Management Inc 0.00% of their portfolio | 76.3k $1.3m | Added +3.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 62.0k $1.0m | Added +60.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 59.7k $1,000.0k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 58.0k $970.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 54.9k $920.0k | Added +33.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 48.7k $815.6k | Added +24.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.7k $715.7k | Added +30.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 48.6k $814.0k | Added +9.4k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 47.1k $789.4k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 44.6k $747.0k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 44.5k $746.2k | Added +10.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 43.7k $732.8k | Added +13.5k |
| SG Americas Securities, LLC 0.00% of their portfolio | 43.1k $722.0k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 42.6k $714.1k | Added +14.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 38.6k $646.3k | New |
| Mariner, LLC 0.00% of their portfolio | 38.1k $637.5k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 37.8k $634.1k | Added +21.1k |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 37.7k $631.1k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 36.5k $610.8k | Added +7.3k |
| FIRST FOUNDATION ADVISORS 0.02% of their portfolio | 35.6k $597.1k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.5k $577.6k | Added +10.1k |
| Jump Financial, LLC 0.01% of their portfolio | 34.3k $574.9k | Reduced -90.6k |
| Advisory Services Network, LLC 0.01% of their portfolio | 33.3k $558.5k | New |
| Composition Wealth, LLC 0.01% of their portfolio | 32.5k $543.9k | New |
| Legal & General Group Plc 0.00% of their portfolio | 32.3k $540.9k | Added +29.4k |
| IMC-Chicago, LLC 0.00% of their portfolio | 32.2k $539.1k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 31.4k $525.3k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 29.8k $499.8k | Reduced -813.9k |
| MOODY NATIONAL BANK TRUST DIVISION 0.04% of their portfolio | 26.6k $445.3k | Unchanged |
| Aquatic Capital Management LLC 0.02% of their portfolio | 26.5k $444.4k | New |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 26.1k $437.7k | Added +20.9k |
| Vident Advisory, LLC 0.00% of their portfolio | 25.7k $430.2k | New |
| Woodline Partners LP 0.00% of their portfolio | 25.0k $418.8k | Reduced -25.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 24.8k $415.5k | New |
| LPL Financial LLC 0.00% of their portfolio | 24.7k $413.4k | Added +4.3k |
| Jupiter Topco LLC 0.00% of their portfolio | 23.3k $389.9k | First filing |
| Sowell Financial Services LLC 0.01% of their portfolio | 21.8k $365.6k | Added +10.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 21.4k $358.9k | Added +5.8k |
| Green Alpha Advisors, LLC 0.24% of their portfolio | 21.3k $357.5k | Added +274 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 18.6k $312.3k | Unchanged |
| SummitTX Capital, L.P. 0.01% of their portfolio | 18.4k $307.6k | New |
| Wealthfront Advisers LLC 0.00% of their portfolio | 18.0k $300.8k | Added +500 |
| Kingsview Wealth Management, LLC 0.00% of their portfolio | 17.2k $287.6k | New |
| Renaissance Capital LLC 0.16% of their portfolio | 16.9k $282.6k | Added +1.2k |