BIOTE CORP (BTMD)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
72
Reporting holders
$23.7M
Reported value
0.0%
Held as options
-10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| 325 CAPITAL LLC | $8.6M | 4,548,127 | 2.05% | 14q | HELD |
| Bandera Partners LLC | $3.9M | 2,065,482 | 1.37% | 13q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 1,102,753 | 0.00% | 2q | -1.0%-$21.0K |
| MILLENNIUM MANAGEMENT LLC | $824.2K | 436,088 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $816.1K | 431,962 | 0.00% | 12q | -20.5%-$210.7K |
| BlackRock, Inc. | $691.6K | 365,945 | 0.00% | 8q | -79.0%-$2.6M |
| CITADEL ADVISORS LLC | $569.5K | 301,310 | 0.00% | new | NEW |
| RICE HALL JAMES & ASSOCIATES, LLC | $496.8K | 262,842 | 0.02% | 5q | +5.1%+$24.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $492.6K | 260,488 | 0.00% | 14q | -57.7%-$671.6K |
| JANE STREET GROUP, LLC | $478.8K | 253,313 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $475.6K | 251,619 | 0.00% | 6q | +368.9%+$374.1K |
| UBS Group AG | $461.6K | 244,224 | 0.00% | 16q | +849.3%+$413.0K |
| RENAISSANCE TECHNOLOGIES LLC | $434.7K | 229,994 | 0.00% | 14q | -13.5%-$67.9K |
| GOLDMAN SACHS GROUP INC | $407.1K | 215,384 | 0.00% | 14q | +114.1%+$216.9K |
| MARSHALL WACE, LLP | $318.7K | 168,611 | 0.00% | new | NEW |
| MORGAN STANLEY | $290.9K | 153,907 | 0.00% | 13q | -18.2%-$64.8K |
| VANGUARD FIDUCIARY TRUST CO | $270.2K | 142,964 | 0.00% | 2q | -9.0%-$26.8K |
| STATE STREET CORP | $212.1K | 112,244 | 0.00% | 13q | -82.7%-$1.0M |
| JONES FINANCIAL COMPANIES LLLP | $199.8K | 111,605 | 0.00% | 2q | +138.8%+$116.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $195.2K | 103,307 | 0.00% | 3q | +845.0%+$174.6K |
| NORTHERN TRUST CORP | $135.0K | 71,418 | 0.00% | 14q | -73.5%-$373.6K |
| Man Group plc | $132.6K | 70,145 | 0.00% | 6q | +8.2%+$10.1K |
| LAZARD ASSET MANAGEMENT LLC | $99.7K | 52,753 | 0.00% | 7q | +7.8%+$7.2K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $81.1K | 42,916 | 0.00% | 9q | -71.6%-$204.4K |
| GDS Wealth Management | $80.9K | 42,789 | 0.00% | 9q | HELD |
| BARCLAYS PLC | $73.8K | 39,038 | 0.00% | 13q | -8.6%-$7.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $66.2K | 35,000 | 0.00% | 6q | -34.4%-$34.7K |
| Rothschild Wealth LLC | $64.5K | 34,119 | 0.01% | 3q | -4.9%-$3.3K |
| BANK OF AMERICA CORP /DE/ | $63.0K | 33,353 | 0.00% | 15q | -43.3%-$48.2K |
| FMR LLC | $58.7K | 31,076 | 0.00% | 13q | +4.8%+$2.7K |
| Abel Hall, LLC | $57.5K | 30,427 | 0.01% | 3q | +9.0%+$4.7K |
| Mariner, LLC | $56.1K | 29,716 | 0.00% | 6q | +43.9%+$17.1K |
| IEQ CAPITAL, LLC | $55.2K | 29,188 | 0.00% | new | NEW |
| First Heartland Consultants, Inc. | $46.3K | 24,500 | 0.00% | 5q | HELD |
| Quadrature Capital Ltd | $44.9K | 23,741 | 0.00% | new | NEW |
| Williams & Novak, LLC | $43.3K | 22,910 | 0.03% | 2q | -27.1%-$16.1K |
| Squarepoint Ops LLC | $37.3K | 19,736 | 0.00% | new | NEW |
| Cerity Partners LLC | $34.0K | 17,992 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $32.8K | 17,347 | 0.00% | 8q | +205.3%+$22.0K |
| RHUMBLINE ADVISERS | $28.9K | 15,272 | 0.00% | 13q | -59.3%-$42.1K |
| Point72 Asset Management, L.P. | $27.5K | 14,565 | 0.00% | new | NEW |
| ZWJ INVESTMENT COUNSEL INC | $24.1K | 12,746 | 0.00% | 12q | HELD |
| RAYMOND JAMES FINANCIAL INC | $23.2K | 12,250 | 0.00% | 2q | +19.5%+$3.8K |
| ROYAL BANK OF CANADA | $22.0K | 11,727 | 0.00% | 14q | +82.9%+$10.0K |
| MERCER GLOBAL ADVISORS INC /ADV | $18.5K | 9,781 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $14.6K | 8,765 | 0.00% | 13q | -54.9%-$17.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $11.9K | 6,274 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $11.1K | 5,880 | 0.00% | 2q | HELD |
| Arax Advisory Partners | $10.2K | 5,414 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $5.0K | 2,626 | 0.00% | 5q | +10.0% |
| Tower Research Capital LLC (TRC) | $3.0K | 1,563 | 0.00% | 14q | -88.3%-$22.3K |
| OSAIC HOLDINGS, INC. | $2.4K | 1,295 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $1.5K | 806 | 0.00% | new | NEW |
| ACADIAN ASSET MANAGEMENT LLC | $1.2K | 625,390 | 0.00% | 12q | -10.4% |
| Global Retirement Partners, LLC | $945 | 500 | 0.00% | 12q | HELD |
| Allworth Financial LP | $915 | 484 | 0.00% | 3q | +849.0% |
| Federation des caisses Desjardins du Quebec | $907 | 480 | 0.00% | 4q | HELD |
| Essential Partners LLC | $690 | 365 | 0.00% | 5q | +436.8% |
| BNP PARIBAS FINANCIAL MARKETS | $601 | 318 | 0.00% | 7q | -94.8%-$11.0K |
| EverSource Wealth Advisors, LLC | $592 | 313 | 0.00% | 7q | +552.1% |
| Cornerstone Planning Group LLC | $501 | 213 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $393 | 215 | 0.00% | 2q | +1691.7% |
| NISA INVESTMENT ADVISORS, LLC | $372 | 197 | 0.00% | 2q | +11.3% |
| ROTHSCHILD INVESTMENT LLC | $236 | 125 | 0.00% | 3q | +468.2% |
| True Wealth Design, LLC | $207 | 109 | 0.00% | 6q | +303.7% |
| IFP Advisors, Inc | $100 | 53 | 0.00% | 7q | +657.1% |
| Transamerica Financial Advisors, LLC | $96 | 51 | 0.00% | 2q | HELD |
| Fortitude Family Office, LLC | $85 | 45 | 0.00% | new | NEW |
| SJS Investment Consulting Inc. | $59 | 31 | 0.00% | 2q | +933.3% |
| SBI Securities Co., Ltd. | $38 | 20 | 0.00% | 7q | HELD |
| Caitong International Asset Management Co., Ltd | $30 | 16 | 0.00% | 2q | +433.3% |
| JPL Wealth Management, LLC | $10 | 5 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $8 | 4 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | BlackRock, Inc. | 1.2% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $23.7M | 12,542,841 | 16 | 25 | 19 | 0.0% |
| Q1 2026 | 82 | $19.6M | 14,483,971 | 13 | 29 | 23 | 0.0% |
| Q4 2025 | 81 | $39.2M | 15,084,340 | 11 | 28 | 21 | 0.0% |
| Q3 2025 | 82 | $44.5M | 14,842,377 | 9 | 19 | 31 | 0.0% |
| Q2 2025 | 93 | $63.9M | 15,900,761 | 16 | 36 | 27 | 0.0% |
| Q1 2025 | 82 | $53.9M | 16,174,925 | 13 | 22 | 28 | 0.0% |
| Q4 2024 | 87 | $112.4M | 18,217,034 | 17 | 27 | 17 | 0.0% |
| Q3 2024 | 79 | $96.9M | 17,377,444 | 14 | 28 | 19 | 0.0% |
| Q2 2024 | 72 | $121.2M | 16,218,758 | 25 | 31 | 8 | 0.0% |
| Q1 2024 | 50 | $69.3M | 11,946,445 | 10 | 13 | 16 | 0.0% |
| Q4 2023 | 50 | $62.3M | 12,608,250 | 5 | 18 | 10 | 0.0% |
| Q3 2023 | 50 | $66.5M | 12,985,712 | 9 | 17 | 11 | 0.0% |
| Q2 2023 | 53 | $87.9M | 13,006,890 | 33 | 13 | 3 | 0.2% |
| Q1 2023 | 25 | $42.5M | 6,819,646 | 13 | 6 | 4 | 0.7% |
| Q4 2022 | 16 | $4.9M | 1,270,653 | 2 | 3 | 5 | 3.8% |
| Q3 2022 | 16 | $7.9M | 1,795,612 | 8 | 3 | 2 | 2.7% |
| Q2 2022 | 11 | $2.6M | 641,644 | 11 | 0 | 0 | 7.2% |
| Q1 2022 | 1 | $1.5M | 151,828 | 1 | 0 | 0 | 0.0% |