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5%+ stakes · Schedule 13D and 13G

Beta Technologies, Inc.: 5%+ holders

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Who has reported owning 5% or more of Beta Technologies, Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 8 holders' latest Schedule 13D or 13G filings report owning 5% or more of Beta Technologies, Inc. The largest reported stake is Fmr LLC's, at 15%. 10 filings are on record since November 10, 2025 (Schedule 13G, December 5, 2025).

Amazon.com, Inc. also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Charles A. Davis · Sole voting: 111,670 · Shared voting: 16,410,463 · Sole dispositive: 111,670 · Shared dispositive: 16,410,463 · SCHEDULE 13G/A, 2026-08-14
  • · Reporting person: Austin Meyer · Sole voting: 6,727,111 · Shared voting: 5,408,742 · Sole dispositive: 6,727,111 · Shared dispositive: 5,408,742 · SCHEDULE 13G/A, 2026-08-14
  • · Holder: John E. Abele · Percent: 7.88% · SCHEDULE 13G
  • · Holder: Kyle Clark · Percent: 7.44% · SCHEDULE 13G
  • · Holder: Charles A. Davis · Percent: 8.05% · SCHEDULE 13G
At 5% or more8
Filings10
Latest filing2026-08-14

Beta Technologies, Inc. has 10 Schedule 13D or 13G filings on record since 2025-11-10. 8 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Fmr LLC15%32,967,610SCHEDULE 13G, 2025-12-052025-11-28
General Electric Company9.2%20,310,407SCHEDULE 13D, 2025-11-102025-11-03
7.88%17,381,082SCHEDULE 13G, 2026-02-132025-11-03
7.44%16,413,093SCHEDULE 13G, 2026-02-132025-11-03
Tpg Gp A, LLC7.4%16,395,435SCHEDULE 13G, 2026-02-132025-12-31
7.3%16,522,133SCHEDULE 13G/A, 2026-08-142026-06-15
5.4%12,135,853SCHEDULE 13G/A, 2026-08-142026-06-30
Amazon.com, Inc.5.3%11,753,896SCHEDULE 13G, 2026-02-102025-12-31

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More on Beta Technologies, Inc. and the records around it.

Beta Technologies, Inc. elsewhere on the record

Companies that share a holder

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What the Full Report on Beta Technologies, Inc. covers

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  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Charles A. Davis111,67016,410,463111,67016,410,463SCHEDULE 13G/A, 2026-08-14
Austin Meyer6,727,1115,408,7426,727,1115,408,742SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Beta Technologies, Inc. by CUSIP 086921103 and gives its principal executive office as 1150 AIRPORT DRIVE, SOUTH BURLINGTON, VT 05403 (SCHEDULE 13G/A, 2026-08-14).

Purpose of Transaction (Item 4)

General Electric Company

The information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. GE Aerospace initially acquired the Class A Shares for investment purposes. GE Aerospace intends to continue to review its investment in the Issuer on an ongoing basis and, in the course of its review, may take actions (including through its affiliates) with respect to its investment or the Issuer, including communicating with the board of directors of the Issuer (the "Board"), members of management or other securityholders of the Issuer, or other third parties, including potential acquirers, from time to time, taking steps to implement a course of action, including, without limitation, engaging advisors, including legal, financial, regulatory, technical, industry and/or other advisors, to assist in any review, and evaluating strategic alternatives as they may become available. Such discussions and other actions may relate to various alternative courses of action, including, without limitation, those related to an extraordinary corporate transaction (including a merger, demerger, reorganization, business combination, acquisition or liquidation) involving the Issuer or any of its subsidiaries, including any public offer for all or part of the Issuer's securities; business combinations involving the Issuer or any of its subsidiaries; a sale or transfer of a material amount of assets of the Issuer or any of its subsidiaries; material asset purchases, …The first part of Item 4 of the SCHEDULE 13D filed 2025-11-10; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-11-10General Electric Company9.2%SCHEDULE 13D
2025-12-05Fmr LLC15%SCHEDULE 13G
2026-02-10Amazon.com, Inc.5.3%SCHEDULE 13G
2026-02-11Austin Meyer5.5%SCHEDULE 13G
2026-02-13John E. Abele7.88%SCHEDULE 13G
2026-02-13Kyle Clark7.44%SCHEDULE 13G
2026-02-13Charles A. Davis8.05%SCHEDULE 13G
2026-02-13Tpg Gp A, LLC7.4%SCHEDULE 13G
2026-08-14Austin Meyer5.4%SCHEDULE 13G/A
2026-08-14Charles A. Davis7.3%SCHEDULE 13G/A

Questions about who owns Beta Technologies, Inc.

Who owns Beta Technologies, Inc.?

On this page, 8 holders' latest ownership filings report 5% or more of Beta Technologies, Inc.: Fmr LLC (15%, Schedule 13G, filed 2025-12-05), General Electric Company (9.2%, Schedule 13D, filed 2025-11-10), John E. Abele (7.88%, Schedule 13G, filed 2026-02-13), Kyle Clark (7.44%, Schedule 13G, filed 2026-02-13) and Tpg Gp A, LLC (7.4%, Schedule 13G, filed 2026-02-13); 3 more are listed above.

Who are the largest shareholders of Beta Technologies, Inc.?

By the share each holder's latest filing reports, the largest holders of Beta Technologies, Inc. on this page are Fmr LLC (15%), General Electric Company (9.2%) and John E. Abele (7.88%).

When did Fmr LLC buy into Beta Technologies, Inc.?

The filings give report dates, not purchase dates. The earliest filing from Fmr LLC on this page is the Schedule 13G, filed 2025-12-05, reporting 15%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Beta Technologies, Inc.

DateRecordFigureOur pageSource
April 16, 2026Form D, private offering$7.05M soldForm D pageSource
November 4, 2025IPO filing, Form 424B4—IPO filingsSource
October 15, 2025IPO filing, Form S-1/A$27 to $33 a shareIPO filingsSource
October 6, 2025IPO filing, Form S-1/A—IPO filingsSource
September 29, 2025IPO filing, Form S-1—IPO filingsSource
September 12, 2025Form D, private offering$300M soldForm D pageSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/beta-technologies
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Beta Technologies, Inc.? 8 holders at 5% or more, largest Fmr LLC 15%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/beta-technologies