BETA Technologies Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FMR LLC | 05/15/2026 | 33.19 M | $487.85 M | 0.33% | 14.48% |
| GENERAL ELECTRIC CO | 05/01/2026 | 20.31 M | $298.56 M | -11.16% | 8.86% |
| TPG GP A, LLC | 05/15/2026 | 16.40 M | $241.01 M | 0.00% | 7.15% |
| AMAZON COM INC | 05/05/2026 | 11.75 M | $172.78 M | 0.00% | 5.13% |
| BLACKROCK, INC. | 05/13/2026 | 2.78 M | $40.82 M | 6.24% | 1.21% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 2.17 M | $31.93 M | 73.33% | 0.95% |
| STATE STREET CORP | 05/15/2026 | 2.10 M | $30.88 M | 1,469.08% | 0.92% |
| HITE HEDGE ASSET MANAGEMENT LLC | 05/15/2026 | 1.90 M | $27.91 M | 209.78% | 0.83% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 1.58 M | $23.28 M | 105.48% | 0.69% |
| 05/15/2026 | 1.40 M | $20.55 M | 100.00% | 0.61% | |
| 05/08/2026 | 1.35 M | $19.82 M | 100.00% | 0.59% | |
| LIBERTY STREET ADVISORS, INC. | 05/07/2026 | 999.20 K | $14.69 M | 0.00% | 0.44% |
| FEDERATED HERMES, INC. | 05/11/2026 | 843.71 K | $12.40 M | -21.55% | 0.37% |
| CITADEL ADVISORS LLC | 05/15/2026 | 833.93 K | $12.26 M | -18.72% | 0.36% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 745.19 K | $10.96 M | 125.18% | 0.33% |
| CLEARBRIDGE INVESTMENTS, LLC | 05/13/2026 | 724.87 K | $10.66 M | 11.12% | 0.32% |
| MASTERS CAPITAL MANAGEMENT LLC | 05/15/2026 | 700.00 K | $10.29 M | 100.00% | 0.31% |
| INVESCO LTD. | 05/12/2026 | 441.16 K | $6.49 M | 100.00% | 0.19% |
| GRANAHAN INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 431.96 K | $6.35 M | -1.46% | 0.19% |
| MORGAN STANLEY | 05/15/2026 | 402.05 K | $5.91 M | 155.37% | 0.18% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 383.25 K | $5.63 M | -37.97% | 0.17% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 368.87 K | $5.42 M | -4.50% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 348.10 K | $5.12 M | 117.17% | 0.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 340.19 K | $5.00 M | 28.50% | 0.15% |
| MARINO MANAGEMENT, LLC | 05/15/2026 | 313.99 K | $4.62 M | 100.00% | 0.14% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 305.20 K | $4.49 M | 120.20% | 0.13% |
| SEVEN GRAND MANAGERS, LLC | 05/06/2026 | 298.56 K | $4.39 M | 0.00% | 0.13% |
| UBS GROUP AG | 05/05/2026 | 270.68 K | $3.98 M | 42.53% | 0.12% |
| GHISALLO CAPITAL MANAGEMENT LLC | 05/15/2026 | 250.00 K | $3.68 M | 0.00% | 0.11% |
| JPMORGAN CHASE & CO | 05/13/2026 | 228.54 K | $3.11 M | 98.17% | 0.10% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 225.08 K | $3.31 M | 0.01% | 0.10% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 225.00 K | $3.31 M | -53.16% | 0.10% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 225.00 K | $3.31 M | 0.00% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 210.99 K | $3.10 M | 232.73% | 0.09% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 208.61 K | $3.07 M | 100.00% | 0.09% |
| LMR PARTNERS LLP | 05/15/2026 | 200.97 K | $2.95 M | 0.00% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 199.89 K | $2.94 M | 6.29% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 185.09 K | $2.72 M | -10.50% | 0.08% |
| ALYESKA INVESTMENT GROUP, L.P. | 05/15/2026 | 177.87 K | $2.61 M | 0.00% | 0.08% |
| CITADEL ADVISORS LLC | 05/15/2026 | 132.50 K | $1.95 M | 25.71% | 0.06% |
| AXIOM INVESTORS LLC /DE | 05/14/2026 | 131.45 K | $1.93 M | 25.91% | 0.06% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 124.90 K | $1.84 M | 100.00% | 0.05% |
| CINCTIVE CAPITAL MANAGEMENT LP | 05/15/2026 | 122.88 K | $1.81 M | 100.00% | 0.05% |
| HBK INVESTMENTS L P | 05/15/2026 | 100.00 K | $1.47 M | 0.00% | 0.04% |
| LONGAEVA PARTNERS L.P. | 05/15/2026 | 95.93 K | $1.41 M | -72.56% | 0.04% |
| CAPRICORN FUND MANAGERS LTD | 04/24/2026 | 83.70 K | $1.23 M | 318.48% | 0.04% |
| WALLEYE CAPITAL LLC | 05/13/2026 | 82.44 K | $1.21 M | 3.56% | 0.04% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 79.03 K | $1.16 M | 100.00% | 0.03% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 75.84 K | $1.11 M | 100.00% | 0.03% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 72.92 K | $1.07 M | -17.38% | 0.03% |
BETA Technologies Inc institutional Ownership - FAQ's
During the previous two years, 180 institutional investors and hedge funds held shares of BETA Technologies Inc. The most heavily invested institutionals were:
FMR LLC: 33.19 M
GENERAL ELECTRIC CO: 20.31 M
TPG GP A, LLC: 16.4 M
AMAZON COM INC: 11.75 M
BlackRock, Inc.: 2.78 M
T. Rowe Price Investment Management, Inc.: 2.17 M
47.06% of BETA Technologies Inc stock is owned by institutional investors.
Institutional investors have bought a total of 109.34 M shares in the last 24 months. This purchase volume represents approximately $2.36 B in transactions.