BETA Technologies Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 08/13/2026 | 33.34 M | $558.41 M | 0.45% | 14.45% |
| GENERAL ELECTRIC CO | 07/23/2026 | 20.31 M | $340.20 M | 0.00% | 8.80% |
| TPG GP A, LLC | 08/14/2026 | 16.40 M | $274.62 M | 0.00% | 7.10% |
| AMAZON COM INC | 08/06/2026 | 11.75 M | $196.88 M | 0.00% | 5.09% |
| BLACKROCK, INC. | 08/07/2026 | 2.93 M | $49.08 M | 5.53% | 1.27% |
| STATE STREET CORP | 08/07/2026 | 2.58 M | $43.16 M | 22.63% | 1.12% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 2.27 M | $38.06 M | 4.63% | 0.98% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.90 M | $31.75 M | 40.62% | 0.82% |
| HITE HEDGE ASSET MANAGEMENT LLC | 08/14/2026 | 1.89 M | $31.70 M | -0.33% | 0.82% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.82 M | $30.50 M | 30.24% | 0.79% |
| EMPIRE LIFE INVESTMENTS INC. | 07/24/2026 | 1.34 M | $22.41 M | 100.00% | 0.58% |
| NORGES BANK | 08/12/2026 | 1.25 M | $20.93 M | 100.00% | 0.54% |
| MASTERS CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.03 M | $17.22 M | 46.89% | 0.45% |
| LIBERTY STREET ADVISORS, INC. | 08/06/2026 | 999.20 K | $16.74 M | 0.00% | 0.43% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 971.30 K | $16.27 M | 1,757.02% | 0.42% |
| CLEARBRIDGE INVESTMENTS, LLC | 08/13/2026 | 890.25 K | $14.91 M | 22.81% | 0.39% |
| CITADEL ADVISORS LLC | 08/14/2026 | 872.32 K | $14.61 M | 4.60% | 0.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 795.56 K | $13.33 M | 6.76% | 0.34% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 672.51 K | $11.26 M | -57.53% | 0.29% |
| MORGAN STANLEY | 08/13/2026 | 562.63 K | $9.42 M | 39.94% | 0.24% |
| INVESCO LTD. | 08/14/2026 | 478.67 K | $8.02 M | 8.50% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 440.15 K | $7.37 M | 26.44% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 428.90 K | $7.18 M | 58.45% | 0.19% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 422.49 K | $7.08 M | -2.19% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 416.23 K | $6.97 M | 100.00% | 0.18% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 397.82 K | $6.66 M | 7.85% | 0.17% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 360.85 K | $6.04 M | 100.00% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 329.32 K | $5.52 M | -3.19% | 0.14% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 329.32 K | $5.52 M | 100.00% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 328.30 K | $5.50 M | 7.57% | 0.14% |
| MARINO MANAGEMENT, LLC | 07/28/2026 | 313.99 K | $5.26 M | 0.00% | 0.14% |
| JPMORGAN CHASE & CO | 08/12/2026 | 307.00 K | $5.05 M | 34.33% | 0.13% |
| SEVEN GRAND MANAGERS, LLC | 08/14/2026 | 300.00 K | $5.03 M | 0.48% | 0.13% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 288.40 K | $4.83 M | 100.00% | 0.13% |
| GILDER GAGNON HOWE & CO LLC | 08/14/2026 | 263.77 K | $4.42 M | -31.18% | 0.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 258.11 K | $4.32 M | 39.45% | 0.11% |
| CITADEL ADVISORS LLC | 08/14/2026 | 231.00 K | $3.87 M | 74.34% | 0.10% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 225.00 K | $3.77 M | 0.00% | 0.10% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 08/14/2026 | 225.00 K | $3.77 M | 0.00% | 0.10% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 220.73 K | $3.70 M | 5.81% | 0.10% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2026 | 177.87 K | $2.98 M | 0.00% | 0.08% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 171.77 K | $2.88 M | 117.34% | 0.07% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 166.15 K | $2.78 M | 119.08% | 0.07% |
| NUVEEN, LLC | 08/11/2026 | 164.88 K | $2.76 M | 310.01% | 0.07% |
| MARSHALL WACE, LLP | 08/13/2026 | 161.12 K | $2.70 M | 703.83% | 0.07% |
| CI PRIVATE WEALTH, LLC | 08/17/2026 | 138.60 K | $2.32 M | 98.09% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 135.87 K | $2.28 M | -32.02% | 0.06% |
| AUREUS ASSET MANAGEMENT, LLC | 08/14/2026 | 131.59 K | $2.20 M | 100.00% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 128.90 K | $2.16 M | 636.57% | 0.06% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 08/07/2026 | 124.80 K | $2.09 M | 72.85% | 0.05% |
BETA Technologies Inc institutional Ownership - FAQ's
During the previous two years, 225 institutional investors and hedge funds held shares of BETA Technologies Inc. The most heavily invested institutionals were:
FMR LLC: 33.34 M
GENERAL ELECTRIC CO: 20.31 M
TPG GP A, LLC: 16.4 M
AMAZON COM INC: 11.75 M
BlackRock, Inc.: 2.93 M
STATE STREET CORP: 2.58 M
49.72% of BETA Technologies Inc stock is owned by institutional investors.
Institutional investors have bought a total of 117.47 M shares in the last 24 months. This purchase volume represents approximately $2.54 B in transactions.