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BETA in the 13F filings

Beta Technologies · CUSIP 086921103

New listing in Q4 2025· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · IndustrialsTheme · Aerospace and defence
Quarter
Q3 2026 · early filersQ4 2025
Quarter end
31 Dec 2025
the date the book describes
Filed
17 Feb 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 0 listed it in both
Shares listed
40,028,070
combined, among listed positions
Reported value
$1.1bn
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +40,028,070.

Managers listing BETA in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Fidelity (FMR LLC)33,079,297$933munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP2,143,851$60munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,116,995$32munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC1,026,005$29munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP377,771$11munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC287,241$8.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC268,520$7.6m0.09%Newnew13 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC227,840$6.4munder 0.1%Newnew12 Feb 2026 (the filing on sec.gov)
MFS Investment Management225,060$6.3munder 0.1%Newnew22 Jan 2026 (the filing on sec.gov)
Verition Fund Management LLC219,360$6.2munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Millennium Management LLC200,657$5.7munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP189,476$5.3m0.06%Newnew17 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP188,061$5.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC134,349$3.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.115,028$3.2munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC79,608$2.2munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP63,410$1.8munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Woodline Partners LP50,000$1.4munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP22,220$627kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP13,321$376kunder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (20)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

One quarter on file so far, so there is nothing to draw yet.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BETA and RTX →BETA and BA →BETA and TDG →Choose a stock to compare with BETA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BETA, latest filings →Back to the 13F Explorer →