13F Insight
DOSSIER · 13F Holders · Q1 2026
BETA

BETA TECHNOLOGIES INC

164 institutions still hold BETA TECHNOLOGIES INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 086921103·164 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.6B
visible holders
Holders
164
filers reporting
Concentration
31.10%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

A striking divergence emerged at Capricorn Fund Managers in Q2 2026: despite trimming 6,146 shares from Beta Technologies, its holding value rose by $68,632 on strong market performance. General Electric retained its massive 20.31 million-share anchor ($340.2M), while Empire Life entered.

Dominant Anchor & New Entrants

  • General Electric: Maintained 20,310,407 shares ($340.20M), representing over 92% of total institutional value in the electric aviation developer.
  • Empire Life Investments: Established a major new 1,337,839-share position ($22.41M), immediately becoming the second-largest institutional holder.
  • Corps Capital Advisors: Expanded holding from 13,840 to 101,752 shares (+635.2%, +$1.47M flow) to reach $1.70M.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$488M33.2M0.03%Q1 202602
GENERAL ELECTRIC CO
CIK 0000040545
$340M20.3M92.23%Q2 202603
TPG GP A, LLC
CIK 0001903793
$241M16.4M6.55%Q1 202604
AMAZON COM INC
CIK 0001018724
$173M11.8M6.57%Q1 202605
BlackRock, Inc.
CIK 0002012383
$41M2.8M0.00%Q1 202606
T. Rowe Price Investment Management, Inc.
CIK 0001897612
$32M2.2M0.02%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$32M1.1M0.00%Q4 202508
STATE STREET CORP
CIK 0000093751
$31M2.1M0.00%Q1 202609
HITE Hedge Asset Management LLC
CIK 0001568939
$28M1.9M1.58%Q1 202610
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
$23M1.6M0.04%Q1 202611
Empire Life Investments Inc.
CIK 0001640951
$22M1.3M1.25%Q2 202612
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$21M1.4M0.00%Q1 202613
Vanguard Portfolio Management
CIK 0002100121· Index
$20M1.3M0.00%Q1 202614
Liberty Street Advisors, Inc.
CIK 0001489178
$15M999K35.45%Q1 202615
FEDERATED HERMES, INC.
CIK 0001056288
$12M844K0.02%Q1 202616
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$11M745K0.00%Q1 202617
MARSHALL WACE, LLP
CIK 0001318757
$11M378K0.01%Q4 202518
Clearbridge Investments, LLC
CIK 0001348883
$11M725K0.01%Q1 202619
MASTERS CAPITAL MANAGEMENT LLC
CIK 0001104186
$10M700K0.34%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$7M505K0.00%Q1 2026
Page 1 of 9
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Insiders at BETA TECHNOLOGIES INC
Clark Kyle →Davis Charles A →Rothblatt Martine A →Abele John E →Mcconville James →Slattery John S. →Stone Michael Robert →Churchill David Lawrence →