BETANYSEAircraftFiscal year ends December 31
BETA Technologies, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 12, 2026
$17.99−0.04 (-0.22%)
Close on Oct 19, 2026
- Market cap
- $4.17B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.9%
114M of 234M shares
Institutional holders
189
71 new, 26 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
10 buys · 41 sales
Net bought $85.60M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 32,967,610 | 15.00% | 13G (passive) | Nov 28, 2025 |
| General Electric Company | 20,310,407 | 9.20% | 13D (active) | Nov 3, 2025 |
| John E. Abele | 17,381,082 | 7.88% | 13G (passive) | Nov 3, 2025 |
| Charles A. Davis | 16,522,133 | 7.30% | 13G (passive) amendment | Jun 15, 2026 |
| Kyle Clark | 16,413,093 | 7.44% | 13G (passive) | Nov 3, 2025 |
| Coulter, James G | 16,395,435 | 7.40% | 13G (passive) | Dec 31, 2025 |
| Austin Meyer | 12,135,853 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
| Amazon.com, Inc. | 11,753,896 | 5.30% | 13G (passive) | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BETA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 33,338,140 | 14.25% | $558.41M | +150,750 | 0.02% |
| General Electric Co | 20,310,407 | 8.68% | $340.20M | – | 92.23% |
| Tpg Gp A, LLC | 16,395,435 | 7.01% | $274.62M | – | 5.49% |
| Amazon Com Inc | 11,753,896 | 5.02% | $196.88M | – | 4.45% |
| BlackRock, Inc. | 2,930,242 | 1.25% | $49.08M | +153,441 | 0.00% |
| State Street Corp | 2,576,444 | 1.10% | $43.16M | +475,440 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 2,272,421 | 0.97% | $38.06K | +100,566 | 0.02% |
| Vanguard Portfolio Management LLC | 1,895,677 | 0.81% | $31.75M | +547,581 | 0.00% |
| HITE Hedge Asset Management LLC | 1,892,275 | 0.81% | $31.70M | −6,284 | 1.74% |
| Vanguard Capital Management LLC | 1,820,798 | 0.78% | $30.50M | +422,739 | 0.00% |
| Empire Life Investments Inc. | 1,337,839 | 0.57% | $22.41M | New | 1.25% |
| Norges Bank | 1,249,598 | 0.53% | $20.93M | New | 0.00% |
| Masters Capital Management LLC | 1,028,200 | 0.44% | $17.22M | +328,200 | 0.44% |
| Liberty Street Advisors, Inc. | 999,202 | 0.43% | $16.74M | – | 3.30% |
| Millennium Management LLC | 971,297 | 0.42% | $16.27M | +918,993 | 0.01% |
| Clearbridge Investments, LLC | 890,249 | 0.38% | $14.91M | +165,376 | 0.01% |
| Citadel Advisors LLC | 872,324 | 0.37% | $14.61M | +38,397 | 0.00% |
| Geode Capital Management, LLC | 795,558 | 0.34% | $13.33M | +50,368 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 672,505 | 0.29% | $11.26M | −911,089 | 0.02% |
| Morgan Stanley | 562,634 | 0.24% | $9.42M | +160,582 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 189 | 114M | 48.9% | 71 / 67 | 20 / 26 | 10M | 4M |
| Q1 2026 | 145 | 108M | 46.1% | 49 / 46 | 28 / 35 | 12M | 12M |
| Q4 2025 | 137 | 111M | 47.3% | 137 / 0 | 0 / 0 | 111M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BETA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Contrafund | 4,609,156 | 1.97% | $77.20M | 0.04% | Jun 30, 2026 |
| Fidelity Advisor Growth Opportunities Fund | 3,154,168 | 1.35% | $57.85M | 0.16% | May 31, 2026 |
| Fidelity Small Cap Growth Fund | 2,578,576 | 1.10% | $48.81M | 0.55% | Jul 31, 2026 |
| Fidelity Growth Company Fund | 2,406,774 | 1.03% | $44.14M | 0.04% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF | 1,668,445 | 0.71% | $27.95M | 0.43% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,419,170 | 0.61% | $23.77M | 0.00% | Jun 30, 2026 |
| Fidelity Blue Chip Growth Fund | 1,249,034 | 0.53% | $23.64M | 0.02% | Jul 31, 2026 |
| Fidelity Mid-Cap Stock Fund | 1,218,535 | 0.52% | $23.07M | 0.26% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,017,766 | 0.44% | $17.05M | 0.01% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,012,414 | 0.43% | $16.96M | 0.18% | Jun 30, 2026 |
| Fidelity Contrafund K6 | 946,101 | 0.40% | $15.85M | 0.04% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 878,417 | 0.38% | $14.71M | 0.02% | Jun 30, 2026 |
| Fidelity Growth Company K6 Fund | 707,226 | 0.30% | $12.97M | 0.05% | May 31, 2026 |
| Select Technology Portfolio | 618,215 | 0.26% | $11.34M | 0.03% | May 31, 2026 |
| Fidelity Series Growth Company Fund | 585,733 | 0.25% | $10.74M | 0.04% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kyle Clark | SEE REMARKS, Director | 7,619,504 | 3.26% | Sep 28, 2026 |
| David Lawrence Churchill | CHIEF TECHNOLOGY OFFICER, Director | 556,249 | 0.24% | May 11, 2026 |
| Herman Cueto | CHIEF FINANCIAL OFFICER | 90,465 | 0.04% | May 11, 2026 |
| Mark William Hunter | CHIEF ACCOUNTING OFFICER | 14,355 | 0.01% | May 11, 2026 |
| Sean Donovan | CHIEF OPERATING OFFICER | 176,195 | 0.08% | May 11, 2026 |
| Brian Dunkiel | SEE REMARKS | 149,433 | 0.06% | May 11, 2026 |
| Michael Robert Stone | Director | 1,970,537 | 0.84% | Sep 3, 2026 |
| Martine A. Rothblatt | Director | 8,213 | 0.00% | Jun 12, 2026 |
| Charles A. Davis | Director | 17,654,658 | 7.55% | Jun 12, 2026 |
| John E. Abele | Director | 17,420,671 | 7.45% | Jun 12, 2026 |
| John S. Slattery | Director | 274,658 | 0.12% | Jun 12, 2026 |
| James McConville | Director | 9,213 | 0.00% | Jun 12, 2026 |
| Dean Kamen | Director | 815,401 | 0.35% | Feb 3, 2026 |
| Amy L. Gowder | Director | – | – | Nov 3, 2025 |
| Jon Winkelried | – | 16,395,435 | 7.01% | Nov 7, 2025 |
| Tpg Gp A, Llc | – | – | – | Nov 7, 2025 |
| James G. Coulter | – | – | – | Nov 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kyle Clark SEE REMARKS, Director | Sep 26, 2026 | Sale(10b5-1 plan) | −10,000 | $23.32 | $233.20K | 5,205,936 |
| Kyle Clark SEE REMARKS, Director | Sep 25, 2026 | Sale(10b5-1 plan) | −10,000 | $24.15 | $241.50K | 5,215,936 |
| Kyle Clark SEE REMARKS, Director | Sep 24, 2026 | Sale(10b5-1 plan) | −10,000 | $23.04 | $230.40K | 5,225,936 |
| Michael Robert Stone Director | Sep 2, 2026 | Buy | +13,125 | $19.19 | $251.87K | 1,792,994 |
| Michael Robert Stone Director | Sep 1, 2026 | Buy | +12,820 | $19.58 | $251.02K | 1,779,869 |
| Kyle Clark SEE REMARKS, Director | Aug 21, 2026 | Sale(10b5-1 plan) | −23,205 | $25.22 | $585.23K | 5,235,936 |
| Kyle Clark SEE REMARKS, Director | Aug 20, 2026 | Sale(10b5-1 plan) | −30,000 | $25.26 | $757.80K | 5,259,141 |
| Kyle Clark SEE REMARKS, Director | Aug 19, 2026 | Sale(10b5-1 plan) | −30,000 | $26.74 | $802.20K | 5,289,141 |
| Kyle Clark SEE REMARKS, Director | Aug 18, 2026 | Sale(10b5-1 plan) | −30,000 | $26.06 | $781.80K | 5,319,141 |
| Kyle Clark SEE REMARKS, Director | Aug 17, 2026 | Sale(10b5-1 plan) | −30,000 | $25.08 | $752.40K | 5,349,141 |
| Kyle Clark SEE REMARKS, Director | Aug 14, 2026 | Sale(10b5-1 plan) | −17,800 | $24.66 | $438.95K | 5,379,141 |
| Kyle Clark SEE REMARKS, Director | Aug 14, 2026 | Gift | −10,000 | – | – | 738,915 |
| Kyle Clark SEE REMARKS, Director | Aug 13, 2026 | Sale(10b5-1 plan) | −30,000 | $25.42 | $762.60K | 5,396,941 |
| Kyle Clark SEE REMARKS, Director | Aug 12, 2026 | Sale(10b5-1 plan) | −15,000 | $23.47 | $352.05K | 5,426,941 |
| Kyle Clark SEE REMARKS, Director | Aug 11, 2026 | Sale(10b5-1 plan) | −17,005 | $24.46 | $415.94K | 5,441,941 |
| Kyle Clark SEE REMARKS, Director | Aug 10, 2026 | Sale(10b5-1 plan) | −15,891 | $24.24 | $385.20K | 5,458,946 |
| Kyle Clark SEE REMARKS, Director | Aug 7, 2026 | Sale(10b5-1 plan) | −15,000 | $23.25 | $348.75K | 5,474,837 |
| Kyle Clark SEE REMARKS, Director | Jul 16, 2026 | Sale(10b5-1 plan) | −5,000 | $17.52 | $87.60K | 5,489,837 |
| Kyle Clark SEE REMARKS, Director | Jul 15, 2026 | Sale(10b5-1 plan) | −15,000 | $18.42 | $276.30K | 5,494,837 |
| Kyle Clark SEE REMARKS, Director | Jul 14, 2026 | Sale(10b5-1 plan) | −15,000 | $18.13 | $271.95K | 5,509,837 |
| Kyle Clark SEE REMARKS, Director | Jul 13, 2026 | Sale(10b5-1 plan) | −15,000 | $17.48 | $262.20K | 5,524,837 |
| Kyle Clark SEE REMARKS, Director | Jul 2, 2026 | Sale(10b5-1 plan) | −15,000 | $17.93 | $268.95K | 5,539,837 |
| Kyle Clark SEE REMARKS, Director | Jul 1, 2026 | Sale(10b5-1 plan) | −15,000 | $17.41 | $261.15K | 5,554,837 |
| Kyle Clark SEE REMARKS, Director | Jun 30, 2026 | Sale(10b5-1 plan) | −15,000 | $16.60 | $249.00K | 5,569,837 |
| Kyle Clark SEE REMARKS, Director | Jun 29, 2026 | Sale(10b5-1 plan) | −15,000 | $16.38 | $245.70K | 5,584,837 |
| Kyle Clark SEE REMARKS, Director | Jun 26, 2026 | Sale(10b5-1 plan) | −15,000 | $16.51 | $247.65K | 5,599,837 |
| Kyle Clark SEE REMARKS, Director | Jun 25, 2026 | Sale(10b5-1 plan) | −15,000 | $15.79 | $236.85K | 5,614,837 |
| Kyle Clark SEE REMARKS, Director | Jun 24, 2026 | Sale(10b5-1 plan) | −15,000 | $15.83 | $237.45K | 5,629,837 |
| Kyle Clark SEE REMARKS, Director | Jun 23, 2026 | Sale(10b5-1 plan) | −15,000 | $16.01 | $240.15K | 5,644,837 |
| Kyle Clark SEE REMARKS, Director | Jun 23, 2026 | Sale(10b5-1 plan) | −15,000 | $16.01 | $240.15K | 5,644,837 |
| Kyle Clark SEE REMARKS, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −15,000 | $15.74 | $236.10K | 5,659,837 |
| Kyle Clark SEE REMARKS, Director | Jun 22, 2026 | Sale(10b5-1 plan) | −15,000 | $15.74 | $236.10K | 5,659,837 |
| Kyle Clark SEE REMARKS, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −15,000 | $15.78 | $236.70K | 5,674,837 |
| Kyle Clark SEE REMARKS, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −15,000 | $15.78 | $236.70K | 5,674,837 |
| Kyle Clark SEE REMARKS, Director | Jun 17, 2026 | Sale(10b5-1 plan) | −15,000 | $16.05 | $240.75K | 5,689,837 |
| Kyle Clark SEE REMARKS, Director | Jun 16, 2026 | Sale(10b5-1 plan) | −15,000 | $15.89 | $238.35K | 5,704,837 |
| Martine A. Rothblatt Director | Jun 11, 2026 | Award | +7,142 | – | – | 8,213 |
| John S. Slattery Director | Jun 11, 2026 | Award | +7,142 | – | – | 274,658 |
| Charles A. Davis Director | Jun 11, 2026 | Award | +7,142 | – | – | 8,213 |
| Michael Robert Stone Director | Jun 11, 2026 | Award | +7,142 | – | – | 8,213 |
| James McConville Director | Jun 11, 2026 | Award | +7,142 | – | – | 9,213 |
| John E. Abele Director | Jun 11, 2026 | Award | +7,142 | – | – | 8,213 |
| Michael Robert Stone Director | May 19, 2026 | Buy | +17,135.02 | $14.59 | $250.00K | 1,767,049 |
| Herman Cueto CHIEF FINANCIAL OFFICER | May 7, 2026 | Sale | −18,586 | $18.12 | $336.78K | 90,465 |
| Brian Dunkiel SEE REMARKS | May 7, 2026 | Sale | −9,684 | $18.12 | $175.47K | 132,241 |
| David Lawrence Churchill CHIEF TECHNOLOGY OFFICER, Director | May 7, 2026 | Sale | −18,981 | $18.12 | $343.94K | 552,647 |
| David Lawrence Churchill CHIEF TECHNOLOGY OFFICER, Director | May 7, 2026 | Sale | −38 | $18.12 | $689 | 3,602 |
| Kyle Clark SEE REMARKS, Director | May 7, 2026 | Sale | −67,296 | $18.12 | $1.22M | 748,915 |
| Kyle Clark SEE REMARKS, Director | May 7, 2026 | Sale | −4,965 | $18.12 | $89.97K | 49,746 |
| Sean Donovan CHIEF OPERATING OFFICER | May 7, 2026 | Sale | −19,008 | $18.12 | $344.42K | 176,195 |
| Mark William Hunter CHIEF ACCOUNTING OFFICER | May 7, 2026 | Sale | −370 | $18.12 | $6.70K | 14,355 |
| John E. Abele Director | Apr 15, 2026 | Other | +61,718 | – | – | 10,348,225 |
| Kyle Clark SEE REMARKS, Director | Apr 14, 2026 | Award | +14,196 | – | – | 54,711 |
| Kyle Clark SEE REMARKS, Director | Apr 14, 2026 | Award | +141,964 | – | – | 816,211 |
| Herman Cueto CHIEF FINANCIAL OFFICER | Apr 14, 2026 | Award | +35,491 | – | – | 109,051 |
| David Lawrence Churchill CHIEF TECHNOLOGY OFFICER, Director | Apr 14, 2026 | Award | +98 | – | – | 3,640 |
| David Lawrence Churchill CHIEF TECHNOLOGY OFFICER, Director | Apr 14, 2026 | Award | +35,491 | – | – | 571,628 |
| Mark William Hunter CHIEF ACCOUNTING OFFICER | Apr 14, 2026 | Award | +946 | – | – | 14,725 |
| Brian Dunkiel SEE REMARKS | Apr 14, 2026 | Award | +17,982 | – | – | 141,925 |
| Sean Donovan CHIEF OPERATING OFFICER | Apr 14, 2026 | Award | +35,491 | – | – | 195,203 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kyle Clark Officer | Oct 16, 2026 | 10,000 | $185.06K | Oct 16, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 15, 2026 | 10,000 | $184.02K | Oct 15, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 14, 2026 | 10,000 | $175.79K | Oct 14, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 14, 2026 | 10,000 | $105.79K | Oct 14, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 13, 2026 | 10,000 | $199.08K | Oct 12, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 13, 2026 | 10,000 | $185.31K | Oct 13, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 9, 2026 | 10,000 | $206.63K | Oct 9, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 8, 2026 | 27,990 | $203.72K | Oct 8, 2026 | Stock Option Exercise |
| Kyle Clark Officer | Oct 8, 2026 | 10,000 | $203.72K | Oct 8, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 7, 2026 | 10,000 | $201.89K | Oct 7, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 6, 2026 | 10,000 | $208.98K | Oct 6, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 5, 2026 | 10,000 | $212.96K | Oct 5, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 2, 2026 | 10,000 | $217.74K | Oct 2, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 1, 2026 | 10,000 | $220.03K | Oct 1, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Sep 30, 2026 | 10,000 | $226.30K | Sep 30, 2026 | Original Issue Transferred to Trust |