BETA Technologies, Inc. (BETA) shareholders
BETANYSEAircraftFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q/A on Nov 10, 2026Score 5/30
$25.16−2.56 (-9.24%)
Close on Nov 12, 2026Market cap $5.89BP/E –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
3 buys · 71 sales
Net sold $19.67M
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 Joint filing with Abigail P. Johnson (15.00%) | 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 Joint filing with Tpg Gp A, LLC (7.40%), Winkelried Jon (7.40%) | 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% | $38.06M | +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)
163 funds held BETA in Q2 2026, 26% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | 7,319,504 | 3.13% | Nov 9, 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 | Nov 9, 2026 | Sale(10b5-1 plan) | −10,000 | $28.05 | $280.52K | 4,905,936 |
| Kyle Clark SEE REMARKS, Director | Nov 6, 2026 | Sale(10b5-1 plan) | −10,000 | $26.39 | $263.89K | 4,915,936 |
| Kyle Clark SEE REMARKS, Director | Nov 5, 2026 | Sale(10b5-1 plan) | −10,000 | $23.98 | $239.79K | 4,925,936 |
| Kyle Clark SEE REMARKS, Director | Nov 4, 2026 | Sale(10b5-1 plan) | −10,000 | $24.90 | $249.05K | 4,935,936 |
| Kyle Clark SEE REMARKS, Director | Nov 3, 2026 | Sale(10b5-1 plan) | −10,000 | $23.32 | $233.23K | 4,945,936 |
| Kyle Clark SEE REMARKS, Director | Nov 2, 2026 | Sale(10b5-1 plan) | −10,000 | $20.69 | $206.86K | 4,955,936 |
| Kyle Clark SEE REMARKS, Director | Oct 30, 2026 | Sale(10b5-1 plan) | −10,000 | $19.92 | $199.22K | 4,965,936 |
| Kyle Clark SEE REMARKS, Director | Oct 29, 2026 | Sale(10b5-1 plan) | −10,000 | $20.61 | $206.10K | 4,975,936 |
| Kyle Clark SEE REMARKS, Director | Oct 28, 2026 | Sale(10b5-1 plan) | −10,000 | $20.24 | $202.35K | 4,985,936 |
| Kyle Clark SEE REMARKS, Director | Oct 27, 2026 | Sale(10b5-1 plan) | −10,000 | $20.77 | $207.71K | 4,995,936 |
| Kyle Clark SEE REMARKS, Director | Oct 26, 2026 | Sale(10b5-1 plan) | −10,000 | $19.76 | $197.64K | 5,005,936 |
| Kyle Clark SEE REMARKS, Director | Oct 23, 2026 | Sale(10b5-1 plan) | −10,000 | $19.19 | $191.90K | 5,015,936 |
| Kyle Clark SEE REMARKS, Director | Oct 22, 2026 | Sale(10b5-1 plan) | −10,000 | $18.48 | $184.80K | 5,025,936 |
| Kyle Clark SEE REMARKS, Director | Oct 21, 2026 | Sale(10b5-1 plan) | −10,000 | $19.06 | $190.64K | 5,035,936 |
| Kyle Clark SEE REMARKS, Director | Oct 20, 2026 | Sale(10b5-1 plan) | −10,000 | $18.38 | $183.77K | 5,045,936 |
| Kyle Clark SEE REMARKS, Director | Oct 19, 2026 | Sale(10b5-1 plan) | −10,000 | $18.11 | $181.11K | 5,055,936 |
| Kyle Clark SEE REMARKS, Director | Oct 16, 2026 | Sale(10b5-1 plan) | −10,000 | $18.51 | $185.06K | 5,065,936 |
| Kyle Clark SEE REMARKS, Director | Oct 15, 2026 | Sale(10b5-1 plan) | −10,000 | $18.40 | $184.02K | 5,075,936 |
| Kyle Clark SEE REMARKS, Director | Oct 14, 2026 | Sale(10b5-1 plan) | −10,000 | $17.58 | $175.79K | 5,085,936 |
| Kyle Clark SEE REMARKS, Director | Oct 13, 2026 | Sale(10b5-1 plan) | −10,000 | $18.53 | $185.31K | 5,095,936 |
| Kyle Clark SEE REMARKS, Director | Oct 12, 2026 | Sale(10b5-1 plan) | −10,000 | $19.91 | $199.08K | 5,105,936 |
| Kyle Clark SEE REMARKS, Director | Oct 9, 2026 | Sale(10b5-1 plan) | −10,000 | $20.66 | $206.63K | 5,115,936 |
| Kyle Clark SEE REMARKS, Director | Oct 8, 2026 | Sale(10b5-1 plan) | −10,000 | $20.37 | $203.72K | 5,125,936 |
| Kyle Clark SEE REMARKS, Director | Oct 7, 2026 | Sale(10b5-1 plan) | −10,000 | $20.19 | $201.89K | 5,135,936 |
| Kyle Clark SEE REMARKS, Director | Oct 6, 2026 | Sale(10b5-1 plan) | −10,000 | $20.90 | $208.98K | 5,145,936 |
| Kyle Clark SEE REMARKS, Director | Oct 5, 2026 | Sale(10b5-1 plan) | −10,000 | $21.30 | $212.96K | 5,155,936 |
| Kyle Clark SEE REMARKS, Director | Oct 2, 2026 | Sale(10b5-1 plan) | −10,000 | $21.77 | $217.74K | 5,165,936 |
| Kyle Clark SEE REMARKS, Director | Oct 1, 2026 | Sale(10b5-1 plan) | −10,000 | $22.00 | $220.03K | 5,175,936 |
| Kyle Clark SEE REMARKS, Director | Sep 30, 2026 | Sale(10b5-1 plan) | −10,000 | $22.63 | $226.30K | 5,185,936 |
| Kyle Clark SEE REMARKS, Director | Sep 29, 2026 | Sale(10b5-1 plan) | −10,000 | $22.62 | $226.21K | 5,195,936 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.28%
13M shares short
Days to cover
9.1
At 1M shares a day
Change since last report
-7.8%
From 15M shares
Short volume, 20 days
54.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BETA Technologies's stock actually held short. Settlement fails (shares not delivered on time) peaked at 286,217 shares on Aug 17, 2026 over the last 90 days.
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 | Nov 10, 2026 | 10,000 | $280.15K | Nov 10, 2026 | Original Issue Transferred to Trust |
| Sean Donovan Officer | Nov 10, 2026 | 16,483 | $470.10K | Nov 10, 2026 | Performance Stock Units |
| Kyle Clark Officer | Nov 9, 2026 | 10,000 | $280.52K | Nov 9, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Nov 6, 2026 | 10,000 | $263.89K | Nov 6, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Nov 5, 2026 | 10,000 | $239.79K | Nov 5, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Nov 4, 2026 | 10,000 | $249.05K | Nov 4, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Nov 3, 2026 | 10,000 | $233.23K | Nov 3, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Nov 2, 2026 | 10,000 | $206.86K | Nov 2, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 30, 2026 | 10,000 | $199.22K | Oct 30, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 29, 2026 | 10,000 | $216.10K | Oct 29, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 28, 2026 | 10,000 | $202.35K | Oct 28, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 27, 2026 | 10,000 | $207.71K | Oct 27, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 26, 2026 | 10,000 | $197.64K | Oct 26, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 23, 2026 | 10,000 | $191.90K | Oct 23, 2026 | Original Issue Transferred to Trust |
| Kyle Clark Officer | Oct 22, 2026 | 10,000 | $184.80K | Oct 22, 2026 | Original Issue Transferred to Trust |
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