13F

Stock

BETA Technologies, Inc.

BETA · held by 137 managers

Reported value

$3.05B

Holders

137

+11 new · −0 exited

Holders’ est. mark

—

Need a prior quarter

Largest holder

$933.2M

Fidelity

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Fidelity33.1M$933.2M—Held
General Electric Co22.9M$645M—Held
TPG GP A, LLC16.4M$462.5M—Held
AMAZON COM INC11.8M$331.6M—Held
Vanguard2.73M$77.1M—Held
BlackRock, Inc.2.61M$73.7M—Held
ALLIANCEBERNSTEIN L.P.2.14M$60.5M—Held
NORGES BANK1.47M$41.5M—New
FEDERATED HERMES, INC.1.08M$30.3M—Held
Citadel1.03M$28.9M—Held
Liberty Street Advisors, Inc.999.2K$28.2M—Held
AMERIPRISE FINANCIAL INC804.2K$22.7M—Held
ADAGE CAPITAL PARTNERS GP, L.L.C.770.7K$21.7M—Held
Clearbridge Investments, LLC652.3K$18.4M—Held
GILDER GAGNON HOWE & CO LLC617.9K$17.4M—Held
HITE Hedge Asset Management LLC612.9K$17.3M—Held
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND480.3K$13.5M—Held
FIL Ltd459.2K$13M—Held
Granahan Investment Management, LLC438.4K$12.4M—Held
Pictet Asset Management Holding SA386.2K$10.9M—Held
MARSHALL WACE, LLP377.8K$10.7M—Held
Longaeva Partners L.P.349.6K$9.86M—Held
GEODE CAPITAL MANAGEMENT, LLC330.9K$9.34M—Held
SEVEN GRAND MANAGERS, LLC298.6K$8.42M—Held
Balyasny Asset Management L.P.287.2K$8.1M—Held
Soros Fund Management268.5K$7.57M—Held
CHARLES SCHWAB INVESTMENT MANAGEMENT INC264.7K$7.47M—Held
Ghisallo Capital Management LLC250K$7.05M—Held
JANE STREET GROUP, LLC227.8K$6.43M—Held
MASSACHUSETTS FINANCIAL SERVICES CO /MA/225.1K$6.35M—Held
BURKEHILL GLOBAL MANAGEMENT, LP225K$6.35M—Held
Verition Fund Management LLC219.4K$6.19M—Held
GOLDMAN SACHS GROUP INC206.8K$5.83M—Held
LMR Partners LLP201K$5.67M—Held
MILLENNIUM MANAGEMENT LLC200.7K$5.66M—Held
Telemark Asset Management, LLC200K$5.64M—Held
UBS Group AG189.9K$5.36M—Held
Davidson Kempner Capital Management LP189.5K$5.35M—New
SUSQUEHANNA INTERNATIONAL GROUP, LLP188.1K$5.31M—Held
Alyeska Investment Group, L.P.177.9K$5.02M—Held
BANK OF AMERICA CORP /DE/160.3K$4.52M—New
MORGAN STANLEY157.4K$4.44M—New
Schonfeld Strategic Advisors LLC134.3K$3.79M—Held
State Street133.9K$3.78M—Held
JPMORGAN CHASE & CO115.3K$3.25M—Held
D. E. Shaw & Co., Inc.115K$3.24M—Held
AXIOM INVESTORS LLC /DE104.4K$2.95M—Held
HBK INVESTMENTS L P100K$2.82M—New
NEXT CENTURY GROWTH INVESTORS LLC94.5K$2.67M—Held
TD Asset Management Inc88.3K$2.49M—Held
Walleye Capital LLC79.6K$2.25M—Held
Zimmer Partners, LP75K$2.12M—Held
TWO SIGMA INVESTMENTS, LP63.4K$1.79M—Held
Woodline Partners LP50K$1.41M—Held
Weiss Asset Management LP50K$1.41M—New
BlueCrest Capital Management Ltd50K$1.41M—New
Symmetry Investments LP45K$1.27M—Held
Lykos Global Management, LP30K$846.3K—Held
Hudson Bay Capital Management LP22.2K$626.8K—New
Green Alpha Advisors, LLC21.4K$602.9K—Held
READYSTATE ASSET MANAGEMENT LP21K$592.4K—Held
Capricorn Fund Managers Ltd20K$564.2K—Held
Pathstone Holdings, LLC17K$480.2K—Held
Mitsubishi UFJ Asset Management Co., Ltd.17.5K$478.3K—Held
RAYMOND JAMES FINANCIAL INC16.4K$461.4K—Held
Renaissance Capital LLC15.9K$449.9K—Held
Polar Asset Management Partners Inc.15K$423.1K—New
ROYAL BANK OF CANADA13.7K$387K—Held
Holocene Advisors, LP13.3K$375.8K—Held
LPL Financial LLC13.2K$372.1K—Held
NEW YORK STATE COMMON RETIREMENT FUND13.2K$371.9K—Held
Stratos Wealth Partners, LTD.12.8K$360K—Held
Kingdom Financial Group LLC.10.5K$296.7K—Held
BOOTHBAY FUND MANAGEMENT, LLC10.5K$296.2K—Held
Vanguard Personalized Indexing Management, LLC10.3K$290.4K—Held
SEI INVESTMENTS CO9.91K$279.5K—Held
MANUFACTURERS LIFE INSURANCE COMPANY, THE9.87K$277.4K—Held
Corps Capital Advisors, LLC8.8K$248.2K—Held
Quadrature Capital Ltd8.73K$246.2K—Held
Clean Yield Group8.32K$234.8K—Held
Legal & General Group Plc7.82K$221K—Held
WELLS FARGO & COMPANY/MN7.58K$213.7K—Held
STATE OF WISCONSIN INVESTMENT BOARD7.42K$209.5K—Held
OSAIC HOLDINGS, INC.3.58K$101K—Held
Parallel Advisors, LLC2.64K$74.4K—Held
Kestra Advisory Services, LLC2.49K$70.3K—Held
US BANCORP \DE\1.97K$55.6K—Held
WOLFF WIESE MAGANA LLC1.49K$42.1K—Held
Manchester Capital Management LLC1.34K$37.8K—Held
T. Rowe Price Investment Management, Inc.1.25M$35.3K—Held
Rockefeller Capital Management L.P.1.23K$34.6K—Held
SIMPLEX TRADING, LLC1.21K$34.2K—Held
RiverPark Advisors, LLC1.19K$33.7K—Held
PRICE T ROWE ASSOCIATES INC /MD/1.12M$31.5K—Held
Sandia Investment Management LP905$25.5K—Held
Addison Advisors LLC769$21.7K—Held
GROUP ONE TRADING LLC700$19.7K—Held
Rialto Wealth Management, LLC600$16.9K—Held
Parkside Financial Bank & Trust500$14.1K—Held
TCTC Holdings, LLC400$11.3K—Held
Aster Capital Management (DIFC) Ltd363$10.2K—Held
SBI Securities Co., Ltd.350$9.87K—Held
Mascoma Wealth Management LLC340$9.59K—Held
Farther Finance Advisors, LLC315$8.89K—Held
Bogart Wealth, LLC300$8.46K—Held
IFP Advisors, Inc275$7.76K—New
CIBC Private Wealth Group LLC270$7.62K—Held
PNC Financial Services Group, Inc.265$7.47K—Held
NATIONAL BANK OF CANADA /FI/250$7.05K—Held
Atlantic Union Bankshares Corp200$5.64K—Held
Rachor Investment Advisory Services, LLC178$5.02K—Held
Bell Investment Advisors, Inc175$4.94K—Held
Tower Research Capital LLC (TRC)148$4.17K—Held
ADIRONDACK TRUST CO141$3.98K—Held
North Star Investment Management Corp.137$3.87K—Held
COMERICA BANK101$2.85K—Held
Larson Financial Group LLC100$2.82K—Held
MCF Advisors LLC100$2.82K—Held
ORG Partners LLC100$2.82K—Held
Global Retirement Partners, LLC70$1.98K—Held
FLAGSHIP HARBOR ADVISORS, LLC64$1.8K—New
Steward Partners Investment Advisory, LLC56$1.58K—Held
Physician Wealth Advisors, Inc.53$1.5K—Held
SG Americas Securities, LLC49.1K$1.39K—Held
HM PAYSON & CO47$1.33K—Held
SJS Investment Consulting Inc.40$1.13K—Held
HORIZON FINANCIAL SERVICES, LLC33$931—Held
Bernard Wealth Management Corp.30$847—Held
OPTIMA CAPITAL LLC20$564—Held
SHP Wealth Management20$564—Held
Cornerstone Financial Management LLC16$451—Held
WPG Advisers, LLC15$423—Held
COHEN & STEERS, INC.10K$282—Held
GAMMA Investing LLC8$226—Held
Centerpoint Advisors, LLC1.6K$45—Held
CWM, LLC285$8—Held
Avion Wealth82$2—Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.