Who Owns Beta Technologies Stock?
NYSE: BETAIndustrialsAerospaceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 37.28%
- Held by insiders
- 39.65%
- Institutional holders
- 266
- Institutions 37.3%
- Insiders 39.6%
- Public and other 23.1%
Who owns Beta Technologies stock?
Institutional investors own about 37.3% of Beta Technologies's shares, spread across 266 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 39.65% of BETA.
The largest institutional holders are FMR, LLC (14.79%), General Electric Company (9.01%) and TPG GP A, LLC (7.27%). Together, the top 10 institutions control 42.2% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their BETA positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BETA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| FMR, LLC | 33.34M | 14.79% | +0.5% |
| General Electric Company | 20.31M | 9.01% | 0.0% |
| TPG GP A, LLC | 16.40M | 7.27% | 0.0% |
| Amazon.com, Inc. | 11.75M | 5.21% | 0.0% |
| Blackrock Inc. | 2.93M | 1.30% | +5.5% |
| State Street Corporation | 2.58M | 1.14% | +22.6% |
| T. Rowe Price Investment Management, Inc. | 2.27M | 1.01% | +4.6% |
| Vanguard Portfolio Management LLC | 1.90M | 0.84% | +40.6% |
| HITE Hedge Asset Management LLC | 1.89M | 0.84% | -0.3% |
| Vanguard Capital Management LLC | 1.82M | 0.81% | +30.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BETA
| Fund | Shares | % Held |
|---|---|---|
| Fidelity Contrafund | 4.60M | 2.04% |
| Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund | 3.19M | 1.42% |
| Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund | 3.15M | 1.40% |
| Fidelity Securities Fund-Fidelity Small Cap Growth Fund | 2.58M | 1.14% |
| SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF | 1.67M | 0.74% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.42M | 0.63% |
| Fidelity Securities Fund-Fidelity Blue Chip Growth Fund | 1.25M | 0.55% |
| Fidelity Concord Street Trust-Fidelity Mid-Cap Stock Fund | 1.22M | 0.54% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.02M | 0.45% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1.01M | 0.45% |
Frequently asked questions
Who is the largest shareholder of Beta Technologies?
FMR, LLC is the largest institutional shareholder of BETA, owning 14.79% of shares outstanding (33.34M shares) as of its latest 13F filing.
What percentage of Beta Technologies is owned by institutions?
Institutions own about 37.3% of BETA shares and 61.8% of the public float.
How much of Beta Technologies do insiders own?
Insiders, such as officers and directors, own about 39.65% of BETA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.