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
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Fmr LLC | 15% | 32,967,610 | SCHEDULE 13G, 2025-12-05 | 2025-11-28 |
| General Electric Company | 9.2% | 20,310,407 | SCHEDULE 13D, 2025-11-10 | 2025-11-03 |
| John E. Abele | 7.88% | 17,381,082 | SCHEDULE 13G, 2026-02-13 | 2025-11-03 |
| Kyle Clark | 7.44% | 16,413,093 | SCHEDULE 13G, 2026-02-13 | 2025-11-03 |
| Tpg Gp A, LLC | 7.4% | 16,395,435 | SCHEDULE 13G, 2026-02-13 | 2025-12-31 |
| Charles A. Davis | 7.3% | 16,522,133 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-15 |
| Austin Meyer | 5.4% | 12,135,853 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| Amazon.com, Inc. | 5.3% | 11,753,896 | SCHEDULE 13G, 2026-02-10 | 2025-12-31 |
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
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-10 | General Electric Company | 9.2% | SCHEDULE 13D |
| 2025-12-05 | Fmr LLC | 15% | SCHEDULE 13G |
| 2026-02-10 | Amazon.com, Inc. | 5.3% | SCHEDULE 13G |
| 2026-02-11 | Austin Meyer | 5.5% | SCHEDULE 13G |
| 2026-02-13 | John E. Abele | 7.88% | SCHEDULE 13G |
| 2026-02-13 | Kyle Clark | 7.44% | SCHEDULE 13G |
| 2026-02-13 | Charles A. Davis | 8.05% | SCHEDULE 13G |
| 2026-02-13 | Tpg Gp A, LLC | 7.4% | SCHEDULE 13G |
| 2026-08-14 | Austin Meyer | 5.4% | SCHEDULE 13G/A |
| 2026-08-14 | Charles A. Davis | 7.3% | SCHEDULE 13G/A |
Beta Technologies, Inc.: every filing and event
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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.