Company · Ownership research

BETA Technologies, Inc. BETA

CIK 0001784570 · CUSIP 086921103

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 086921103 (BETA), not CUSIP 086921903 (BETA), CUSIP 086921953 (BETA), and does not merge CUSIPs.

This page lists the top 20 of 145 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	FMR LLC CIK 315066 · View history	$487.85M 33,187,390 shares	0.03%	+108.09K(+0.30%)Added	SEC filing ↗ May 15, 2026	▾
02	General Electric Co CIK 40545 · View history	$298.56M 20,310,407 shares	96.86%	-2.55M(-11.20%)Reduced	SEC filing ↗ May 1, 2026	▾
03	TPG GP A, LLC CIK 1903793 · View history	$241.01M 16,395,435 shares	6.55%	0(0.00%)Unchanged	SEC filing ↗ May 15, 2026	▾
04	AMAZON COM INC CIK 1018724 · View history	$172.78M 11,753,896 shares	6.57%	0(0.00%)Unchanged	SEC filing ↗ May 5, 2026	▾
05	BlackRock, Inc. CIK 2012383 · View history	$40.82M 2,776,801 shares	0.00%	+163.03K(+6.20%)Added	SEC filing ↗ May 13, 2026	▾
06	T. Rowe Price Investment Management, Inc. CIK 1897612 · View history	$31.93M 2,171,855 shares	0.02%	+918.87K(+73.30%)Added	SEC filing ↗ May 15, 2026	▾
07	STATE STREET CORP CIK 93751 · View history	$30.88M 2,101,004 shares	0.00%	+1.97M(+1,469.10%)Added	SEC filing ↗ May 15, 2026	▾
08	HITE Hedge Asset Management LLC CIK 1568939 · View history	$27.91M 1,898,559 shares	1.58%	+1.29M(+209.80%)Added	SEC filing ↗ May 15, 2026	▾
09	ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 1165408 · View history	$23.28M 1,583,594 shares	0.04%	+812.90K(+105.50%)Added	SEC filing ↗ May 15, 2026	▾
10	VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history	$20.55M 1,398,059 shares	0.00%	—	SEC filing ↗ May 15, 2026	▾
11	VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history	$19.82M 1,348,096 shares	0.00%	—	SEC filing ↗ May 8, 2026	▾
12	Liberty Street Advisors, Inc. CIK 1489178 · View history	$14.69M 999,202 shares	35.45%	0(0.00%)Unchanged	SEC filing ↗ May 7, 2026	▾
13	FEDERATED HERMES, INC. CIK 1056288 · View history	$12.40M 843,713 shares	0.02%	-231.70K(-21.50%)Reduced	SEC filing ↗ May 11, 2026	▾
14	CITADEL ADVISORS LLC CIK 1423053 · View history	$12.26M 833,927 shares	0.01%	-192.08K(-18.70%)Reduced	SEC filing ↗ May 15, 2026	▾
15	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$10.96M 745,190 shares	0.00%	+414.26K(+125.20%)Added	SEC filing ↗ May 15, 2026	▾
16	Clearbridge Investments, LLC CIK 1348883 · View history	$10.66M 724,873 shares	0.01%	+72.54K(+11.10%)Added	SEC filing ↗ May 13, 2026	▾
17	MASTERS CAPITAL MANAGEMENT LLC CIK 1104186 · View history	$10.29M 700,000 shares	1.52%	+700.00KNew	SEC filing ↗ May 15, 2026	▾
18	Invesco Ltd. CIK 914208 · Amended · View history	$6.49M 441,157 shares	0.00%	+441.16KNew	SEC filing ↗ May 12, 2026	▾
19	Granahan Investment Management, LLC CIK 1026710 · View history	$6.35M 431,958 shares	0.31%	-6.39K(-1.50%)Reduced	SEC filing ↗ May 15, 2026	▾
20	MORGAN STANLEY CIK 895421 · View history	$5.91M 402,052 shares	0.00%	+244.61K(+155.40%)Added	SEC filing ↗ May 15, 2026	▾

Showing 20 / 145 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

145

Cancelled or null records excluded

Disclosed shares

107,884,122

Not deduplicated across managers

Disclosed value

$1.59B

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

BETA Technologies, Inc. · Q1 2026

Explore all 145 reporting institutions.

This page includes 20 of 145 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.