BETA: BETA Technologies, Inc. insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 18 sales totaling $3.74M in the last 180 days.
Insider sales
| Trade date | Insider | Role | Value | 10b5-1 plan |
|---|---|---|---|---|
| 2026-10-19 | Clark Kyle | Officer | $181K | yes |
| 2026-10-16 | Clark Kyle | Officer | $185K | yes |
| 2026-10-15 | Clark Kyle | Officer | $184K | yes |
| 2026-10-14 | Clark Kyle | Officer | $176K | yes |
| 2026-10-13 | Clark Kyle | Officer | $185K | yes |
| 2026-10-12 | Clark Kyle | Officer | $199K | yes |
| 2026-10-09 | Clark Kyle | Officer | $207K | yes |
| 2026-10-08 | Clark Kyle | Officer | $204K | yes |
| 2026-10-07 | Clark Kyle | Officer | $202K | yes |
| 2026-10-06 | Clark Kyle | Officer | $209K | yes |
| 2026-10-05 | Clark Kyle | Officer | $213K | yes |
| 2026-10-02 | Clark Kyle | Officer | $218K | yes |
| 2026-10-01 | Clark Kyle | Officer | $220K | yes |
| 2026-09-30 | Clark Kyle | Officer | $226K | yes |
| 2026-09-29 | Clark Kyle | Officer | $226K | yes |
| 2026-09-26 | Clark Kyle | Officer | $233K | yes |
| 2026-09-25 | Clark Kyle | Officer | $241K | yes |
| 2026-09-24 | Clark Kyle | Officer | $230K | yes |
Activist and 5% holders
| Filed | What | Holder | Stake | Change | Filing |
|---|---|---|---|---|---|
| 2026-08-14 | 13G amendment | Charles A. Davis | 7.30% | SEC | |
| 2026-08-14 | 13G amendment | Austin Meyer | 5.40% | SEC |
Institutional ownership (Q2 2026)
189 institutions reported holding $1.88B of BETA Technologies, Inc. on Form 13F (145 the quarter before). 69 opened a new position and 26 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| FMR LLC | 33,338,140 | $558.41M |
| General Electric Co | 20,310,407 | $340.20M |
| TPG GP A, LLC | 16,395,435 | $274.62M |
| AMAZON COM INC | 11,753,896 | $196.88M |
| BlackRock, Inc. | 2,930,242 | $49.08M |
| STATE STREET CORP | 2,576,444 | $43.16M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,895,677 | $31.75M |
| HITE Hedge Asset Management LLC | 1,892,275 | $31.70M |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,820,798 | $30.50M |
| Empire Life Investments Inc. | 1,337,839 | $22.41M |
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