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

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.