BIO RAD LABS INC BIO
CL A · Common Stock · CUSIP 090572207 · ISIN US0905722072
American life science research firm
- SectorTechnology
- IndustryLaboratory Analytical Instruments
- HeadquartersHercules, CA
- Founded1952
- Websitebio-rad.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($69.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $293.61. Options: 3 managers hold calls ($15.0m notional), 1 hold puts ($1.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 486 |
| Q4 2022 | 473 |
| Q1 2023 | 509 |
| Q2 2023 | 471 |
| Q3 2023 | 472 |
| Q4 2023 | 488 |
| Q1 2024 | 467 |
| Q2 2024 | 442 |
| Q3 2024 | 441 |
| Q4 2024 | 458 |
| Q1 2025 | 437 |
| Q2 2025 | 387 |
| Q3 2025 | 397 |
| Q4 2025 | 399 |
| Q1 2026 | 394 |
| Q2 2026 | 398 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 193 | 237 |
| Q4 2024 | 205 | 204 |
| Q1 2025 | 189 | 248 |
| Q2 2025 | 161 | 270 |
| Q3 2025 | 182 | 186 |
| Q4 2025 | 148 | 198 |
| Q1 2026 | 197 | 159 |
| Q2 2026 | 169 | 204 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.0m | $925.3k | 0.46 |
| Q4 2025 | $9.3m | $636.3k | 0.07 |
| Q1 2026 | $8.6m | $780.5k | 0.09 |
| Q2 2026 | $15.0m | $1.8m | 0.12 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +2.6m |
| Assenagon Asset Management S.A. | Added | +318.6k |
| GOLDMAN SACHS GROUP INC | Added | +128.2k |
| NOMURA HOLDINGS INC | Added | +111.6k |
| NEUBERGER BERMAN GROUP LLC | Added | +108.8k |
| SG Americas Securities, LLC | Added | +103.8k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +103.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +98.2k |
| FIRST TRUST ADVISORS LP | Added | +92.7k |
| WELLS FARGO & COMPANY/MN | Added | +76.8k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -388.3k |
| PARNASSUS INVESTMENTS, LLC | Sold out | -254.3k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Sold out | -162.8k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -144.8k |
| CIBC Bancorp USA Inc. | Sold out | -120.1k |
| Mawer Investment Management Ltd. | Reduced | -117.2k |
| FEDERATED HERMES, INC. | Reduced | -105.6k |
| CITADEL ADVISORS LLC | Reduced | -87.8k |
| MORGAN STANLEY | Reduced | -83.6k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -81.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.2m41.7k shares |
| JANE STREET GROUP, LLC | Added | $1.9m6.4k shares |
| CITADEL ADVISORS LLC | Added | $910.2k3.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m6.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
SCHWARTZ NORMAN D
13D · may seek influence
+82.6 pts · filed 2025-10-30
Stated purposeItem 4 to the Schedule 13D is hereby amended, in pertinent part, as follows: The purpose of the Shareholders' ownership of Bio-Rad shares has been control of the Company. The Shareholders control the management of the Company and may be deemed to be "parents" of the Company as that term is defined in the Rules and Regulations of the Commission. Full filing |
97.2% |
SCHWARTZ ALICE N
13D · may seek influence
filed 2025-07-18
Stated purposeItem 4 to the Schedule 13D is hereby amended, in pertinent part, as follows: The purposes of the transactions on December 10, 2018, December 3, 2019, December 7, 2020, November 9, 2021, November 7, 2022, December 5, 2023 and August 26, 2024 for Alice N. Schwartz and for the Alice N. Schwartz Revocable Trust set forth in Item 5 were estate planning. The purpose of the Shareholders' ownership of Bio-Rad shares has been control of the Company. Mrs. Schwartz, along with other members of her family, control the management of the Company and may be deemed to be a "parent" of the Company as that term is defined in the Rules and Regulations of the Commission. Full filing |
12.3% |
| First Eagle Investment Management, LLC 13G · institution +1.4 pts · filed 2025-08-06 | 11.4% |
| BlackRock, Inc. 13G · institution filed 2025-10-17 | 7.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $741.2k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $214.3k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $135.6k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-11 | ENGELHARDT EVA ANETTE EVP, President, CDG | Sold | $135.6k550 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| First Eagle Investment Management, LLC 1.27% of their portfolio | 5.2m $1.5bn | Added +2.6m |
| BlackRock, Inc. 0.01% of their portfolio | 1.7m $498.8m | Added +18.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 944.5k $277.3m | Reduced -144.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 827.0k $242.8m | Reduced -4.2k |
| ARIEL INVESTMENTS, LLC 2.39% of their portfolio | 816.8k $239.8m | Added +30.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 816.2k $239.6m | Reduced -13.0k |
| EARNEST PARTNERS LLC 0.61% of their portfolio | 580.8k $170.5m | Reduced -8.0k |
| STATE STREET CORP 0.00% of their portfolio | 571.8k $167.9m | Added +12.2k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 490.4k $144.0m | Added +45.5k |
| Assenagon Asset Management S.A. 0.09% of their portfolio | 466.5k $137.0m | Added +318.6k |
| Capital World Investors 0.02% of their portfolio | 462.5k $135.8m | Added +12.5k |
| Capital Research Global Investors 0.02% of their portfolio | 443.5k $130.2m | Added +57.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 418.9k $123.0m | Reduced -7.2k |
| First Pacific Advisors, LP 1.46% of their portfolio | 401.9k $118.0m | Reduced -5.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 347.6k $102.1m | Reduced -17.1k |
| NOMURA HOLDINGS INC 0.41% of their portfolio | 328.9k $96.6m | Added +111.6k |
| UBS Group AG 0.01% of their portfolio | 308.3k $90.5m | Reduced -46.0k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 273.4k $80.3m | Reduced -14.5k |
| BARCLAYS PLC 0.02% of their portfolio | 267.6k $78.6m | Reduced -11.2k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.69% of their portfolio | 226.1k $66.4m | Unchanged |
| NORTHERN TRUST CORP 0.01% of their portfolio | 218.3k $64.1m | Reduced -212 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 195.5k $57.4m | Reduced -1.0k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 193.7k $56.9m | Added +23.3k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 192.7k $56.0m | Added +98.2k |
| MORGAN STANLEY 0.00% of their portfolio | 190.3k $55.9m | Reduced -83.6k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 181.2k $53.2m | Added +128.2k |
| SG Americas Securities, LLC 0.03% of their portfolio | 170.8k $50.1m | Added +103.8k |
| GW&K Investment Management, LLC 0.38% of their portfolio | 166.9k $49.0m | Reduced -7.8k |
| Gotham Asset Management, LLC 0.11% of their portfolio | 166.3k $48.8m | Added +13.9k |
| Freestone Grove Partners LP 0.27% of their portfolio | 140.1k $41.1m | Reduced -7.5k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.69% of their portfolio | 129.9k $38.1m | Reduced -46.6k |
| MANGROVE PARTNERS IM, LLC 2.45% of their portfolio | 127.2k $37.3m | Added +338 |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 122.1k $35.9m | Added +103.5k |
| Fisher Asset Management, LLC 0.01% of their portfolio | 116.9k $34.3m | Reduced -1.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 114.4k $33.6m | Added +764 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 113.9k $33.4m | Reduced -13.0k |
| ING GROEP NV 0.16% of their portfolio | 112.7k $33.1m | Added +22.7k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 111.8k $32.8m | Added +108.8k |
| NORGES BANK 0.00% of their portfolio | 111.6k $32.8m | Not comparable |
| Boston Trust Walden Corp 0.25% of their portfolio | 111.2k $32.6m | Added +17.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 105.4k $31.0m | Added +116 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 102.6k $30.5m | Added +3.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio | 101.6k $29.8m | Added +1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 97.5k $28.6m | Added +76.8k |
| Hosking Partners LLP 0.92% of their portfolio | 94.4k $27.7m | Added +25.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 94.2k $27.7m | Added +92.7k |
| JNE Partners LLP 10.68% of their portfolio | 88.5k $26.0m | Reduced -3.6k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 87.8k $25.8m | Reduced -22.5k |
| NATIXIS ADVISORS, LLC 0.03% of their portfolio | 82.4k $24.2m | Added +7.3k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 78.9k $23.7m | Added +6.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.10% of their portfolio | 72.1k $21.2m | Added +13.6k |
| Mawer Investment Management Ltd. 0.14% of their portfolio | 71.6k $21.0m | Reduced -117.2k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 69.6k $20.7m | Reduced -16.4k |
| Tikvah Management LLC 6.12% of their portfolio | 68.6k $20.1m | Reduced -29.2k |
| QVIDTVM Management LLC 25.39% of their portfolio | 66.2k $19.4m | Reduced -17.5k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 65.0k $19.1m | Reduced -25.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 60.8k $17.9m | Reduced -87.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 60.2k $17.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 59.9k $17.6m | Added +56.6k |
| Arnhold LLC 1.14% of their portfolio | 55.6k $16.3m | Added +12.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 45.1k $13.3m | Reduced -897 |
| ASSETMARK, INC 0.02% of their portfolio | 44.3k $13.0m | Added +5.3k |
| Portolan Capital Management, LLC 0.47% of their portfolio | 42.6k $12.5m | Added +28.4k |
| Marathon Asset Management Ltd 0.50% of their portfolio | 42.0k $12.3m | Reduced -11.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 40.9k $12.0m | Added +291 |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 39.7k $11.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 37.6k $11.0m | Added +1.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 36.9k $10.8m | Added +1.6k |
| Legal & General Group Plc 0.00% of their portfolio | 36.8k $10.8m | Added +619 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.07% of their portfolio | 36.4k $10.7m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 36.3k $10.7m | Reduced -560 |
| Invesco Ltd. 0.00% of their portfolio | 36.3k $10.7m | Reduced -552 |
| SECTOR GAMMA AS 2.12% of their portfolio | 33.4k $9.8m | Added +9.6k |
| Quantinno Capital Management LP 0.01% of their portfolio | 30.0k $8.8m | Reduced -3.6k |
| Nuveen, LLC 0.00% of their portfolio | 29.5k $8.7m | Added +76 |
| Palliser Capital (UK) Ltd 4.41% of their portfolio | 28.0k $8.2m | New |
| GAMCO INVESTORS, INC. ET AL 0.07% of their portfolio | 26.8k $7.9m | Unchanged |
| GABELLI FUNDS LLC 0.05% of their portfolio | 25.9k $7.6m | Reduced -2.5k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 25.0k $7.3m | Added +19.8k |
| WINSLOW ASSET MANAGEMENT INC 1.26% of their portfolio | 24.8k $7.3m | Added +604 |
| Concentric Capital Strategies, LP 0.43% of their portfolio | 23.7k $7.0m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.5k $6.3m | Reduced -2.0k |
| Hound Partners, LLC 0.76% of their portfolio | 22.5k $6.6m | Reduced -75.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 21.4k $6.3m | Reduced -81.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 20.8k $6.1m | Reduced -1.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 19.3k $5.7m | Reduced -55.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 19.3k $5.7m | Added +11.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 19.0k $5.6m | Reduced -14.2k |
| Retirement Systems of Alabama 0.02% of their portfolio | 18.6k $5.5m | Reduced -3.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.2k $5.3m | Reduced -8.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 17.8k $5.2m | Added +1.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 17.6k $5.1m | Added +2.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 17.4k $5.1m | Added +1.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 16.6k $4.9m | Reduced -1.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 16.5k $4.8m | Reduced -1.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 16.4k $4.8m | Reduced -750 |
| AYAL Capital Advisors Ltd 2.46% of their portfolio | 16.3k $4.8m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 15.7k $4.6m | Reduced -340 |
| Amundi 0.00% of their portfolio | 15.1k $4.4m | Reduced -23.7k |
| LPL Financial LLC 0.00% of their portfolio | 15.0k $4.4m | Reduced -1.2k |