BETA Institutional Ownership
Top institutional (13F) holders of BETA and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
37
Institutional value
$950.28M
Top holder
FMR LLC
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| FMR LLCinvestment advisor | 14.7% | Aug 13, 2026 | $558.41M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 1.3% | Nov 6, 2026 | $65.11M |
| BlackRock, Inc.holding company | 1.3% | Aug 7, 2026 | $49.08M |
| STATE STREET CORPORATIONholding company | 1.1% | Sep 22, 2026 | $43.16M |
| Vanguard Portfolio Managementinvestment advisor | 0.8% | Aug 13, 2026 | $31.75M |
| Vanguard Capital Managementinvestment advisor | 0.8% | Aug 13, 2026 | $30.5M |
| Norges Bankother | 0.6% | Aug 12, 2026 | $20.93M |
| CITADEL ADVISORS LLCinvestment advisor | 0.5% | Sep 1, 2026 | $19.83M |
| MILLENNIUM MANAGEMENT LLCinvestment advisor | 0.4% | Aug 14, 2026 | $16.27M |
| Clearbridge Investments, LLCinvestment advisor | 0.4% | Aug 13, 2026 | $14.91M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 0.3% | Aug 14, 2026 | $12.61M |
| Bank of New York Mellon Corpholding company | 0.2% | Nov 5, 2026 | $9.5M |
| MORGAN STANLEYholding company | 0.2% | Aug 13, 2026 | $9.42M |
| Invesco Ltd.holding company | 0.2% | Aug 14, 2026 | $8.02M |
| BANK OF AMERICA CORP /DE/holding company | 0.2% | Aug 14, 2026 | $7.37M |
| UBS Group AGbank | 0.2% | Aug 13, 2026 | $7.18M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | 0.2% | Aug 14, 2026 | $6.97M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.1% | Aug 14, 2026 | $5.52M |
| JPMORGAN CHASE & COholding company | 0.1% | Aug 12, 2026 | $5.05M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.1% | Aug 14, 2026 | $4.32M |
| JANE STREET GROUP, LLCholding company | 0.1% | Aug 14, 2026 | $4.16M |
| Massachusetts Financial Services Companyinvestment advisor | 0.1% | May 14, 2026 | $3.31M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 0.1% | May 15, 2026 | $3.1M |
| MARSHALL WACE, LLPinvestment advisor | 0.1% | Aug 13, 2026 | $2.7M |
| Swiss National Bankinvestment advisor | 0.0% | Aug 11, 2026 | $1.82M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| FMR LLCinvestment advisorwith Abigail P. Johnson | SC 13G | 15.0% | Dec 5, 2025 |
| General Electric Companyholding company | SC 13D | 9.2% | Nov 10, 2025 |
| John E. Abeleindividual | SC 13G | 7.9% | Feb 14, 2026 |
| Charles A. Davisindividual | SC 13G/A | 7.3% | Aug 15, 2026 |
| Kyle Clarkindividual | SC 13G | 7.4% | Feb 14, 2026 |
| TPG GP A, LLCotherwith COULTER, JAMES G and WINKELRIED JON | SC 13G | 7.4% | Feb 13, 2026 |
| Austin Meyerindividual | SC 13G/A | 5.4% | Aug 14, 2026 |
| Amazon.com, Inc.holding company | SC 13G | 5.3% | Feb 10, 2026 |
Institutional ownership for companies related to BETA
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.