$BETA

$19.82 +$0.02 (0.1%) Close

$BETA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 232.0M shares outstanding

Who owns BETA?

By type of holder

Institutions 49.3% Insiders 0.0% Everyone else 50.7%

Concentration Top 10 holders own 41.0%

FMR LLC 14.4% · General Electric Co 8.8%

Institutional ownership

49.3%

+2.8 pts vs last qtr

Institutional holders

188

+43 vs last qtr

Net shares bought

+6.4M

by institutions in Q2 2026

New / sold out

71 / 28

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Empire Life Investments Inc. NEW +1.3M
Norges Bank NEW +1.2M

Biggest sellers in Q2 2026

Adage Capital Partners GP, L.L.C. −911.1K
Federated Hermes, Inc. −813.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$39.4M

55 notices from 5 people

Shares covered

837.4K

0.36% of the company

Arranged in advance

94%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Clark Kyle Officer $38.2M
Donovan Sean Officer $345K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+67.0%

+29.21% a year

Each share's claim on the business

−40.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$530K vs $55.8M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

6.5%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting BETA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	33.3M	14.37%	+150.8K (+0.5%)	Q4 '25	0.0%
Shares held by quarter Peak holding33.3M (Q2'26) Change over 8 quarters+33.3M Share of the company14.370% FMR LLC's full portfolio →
GE General Electric Co 13D · 9.2%	20.3M	8.76%	Unchanged	Q4 '25	92.2%
Shares held by quarter Peak holding22.9M (Q4'25) Change over 8 quarters+20.3M Share of the company8.760% Disclosed stake13D · 9.2% General Electric Co's full portfolio →

FMR LLC

33.3M

% of company

14.37%

Change vs last qtr

+150.8K (+0.5%)

Held since

Q4 '25

General Electric Co

13D · 9.2%

20.3M

% of company

8.76%

Change vs last qtr

Unchanged

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding BETA Technologies, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BETA on Form N-PORT; together they hold 16.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FC Fidelity Contrafund Fidelity Contrafund	$77.2M	4.6M	1.99%	0.04%	June 30, 2026
FG Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust	$64.2M	3.2M	1.38%	0.07%	August 31, 2026

Fidelity Contrafund

Position value

$77.2M

% of company

1.99%

% of the fund

0.04%

As of

June 30, 2026

Fidelity Growth Company Fund

Fidelity Mt. Vernon Street Trust

Position value

$64.2M

% of company

1.38%

% of the fund

0.07%

As of

August 31, 2026

23 more funds behind a free account

See every fund holding BETA Technologies, Inc. and how much of the fund the position is.

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