DaveManuel.com · Institutional Ownership · Who Owns It
BIOTE CORP (BTMD)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
71
Reporting holders
$24.8M
Reported value
0.0%
Calls
0.0%
Puts
-13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| ACADIAN ASSET MANAGEMENT LLC | $1.2M | 625,390 | 0.00% | 12q | -10.4%-$136.4K |
| 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 |
| 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 |
| 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 |
|---|---|---|---|
| 2026-09-18 | 13G/A | AGARWAL AMIT MOHAN INDIVIDUAL | 8.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Beer Marc D | Executive Chairman | Bought | 115,950 | $177.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 9 | $132.5K | 109,495 | 0 | 1 | 4 | 0.0% |
| Q2 2026 | 71 | $24.8M | 13,157,644 | 14 | 25 | 20 | 0.0% |
| Q1 2026 | 84 | $20.5M | 15,186,021 | 13 | 30 | 23 | 0.0% |
| Q4 2025 | 85 | $40.9M | 15,722,493 | 11 | 28 | 24 | 0.0% |
| Q3 2025 | 86 | $46.7M | 15,556,867 | 9 | 20 | 32 | 0.0% |
| Q2 2025 | 98 | $66.8M | 16,626,221 | 16 | 38 | 29 | 0.0% |
| Q1 2025 | 89 | $56.4M | 16,946,940 | 14 | 26 | 29 | 0.0% |
| Q4 2024 | 94 | $116.5M | 18,883,399 | 22 | 28 | 17 | 0.0% |
| Q3 2024 | 82 | $99.7M | 17,867,990 | 15 | 29 | 19 | 0.0% |
| Q2 2024 | 74 | $121.9M | 16,312,480 | 25 | 31 | 9 | 0.0% |
| Q1 2024 | 53 | $70.3M | 12,117,663 | 10 | 14 | 18 | 0.0% |
| Q4 2023 | 54 | $63.1M | 12,773,307 | 6 | 19 | 12 | 0.0% |
| Q3 2023 | 53 | $67.4M | 13,155,566 | 10 | 17 | 12 | 0.0% |
| Q2 2023 | 56 | $88.4M | 13,079,427 | 35 | 14 | 3 | 0.2% |
| Q1 2023 | 28 | $42.9M | 6,885,084 | 16 | 6 | 4 | 0.7% |
| Q4 2022 | 17 | $5.0M | 1,280,653 | 2 | 3 | 6 | 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% |