BIOTE CORP BTMD
CLASS A COM · Common Stock · CUSIP 090683103
- SectorHealth care
- IndustryMedicinal Chemicals & Botanical Products
- HeadquartersIrving, TX
- 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 ($5.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $1.89.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 17 |
| Q4 2022 | 17 |
| Q1 2023 | 28 |
| Q2 2023 | 56 |
| Q3 2023 | 55 |
| Q4 2023 | 56 |
| Q1 2024 | 56 |
| Q2 2024 | 77 |
| Q3 2024 | 84 |
| Q4 2024 | 95 |
| Q1 2025 | 91 |
| Q2 2025 | 99 |
| Q3 2025 | 87 |
| Q4 2025 | 85 |
| Q1 2026 | 84 |
| Q2 2026 | 72 |
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 | 44 | 27 |
| Q4 2024 | 52 | 32 |
| Q1 2025 | 39 | 47 |
| Q2 2025 | 53 | 40 |
| Q3 2025 | 33 | 53 |
| Q4 2025 | 41 | 37 |
| Q1 2026 | 43 | 39 |
| Q2 2026 | 40 | 46 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +436.1k |
| CITADEL ADVISORS LLC | New | +301.3k |
| JANE STREET GROUP, LLC | New | +253.3k |
| UBS Group AG | Added | +218.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +198.0k |
| MARSHALL WACE, LLP | New | +168.6k |
| GOLDMAN SACHS GROUP INC | Added | +114.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +92.4k |
| JONES FINANCIAL COMPANIES LLLP | Added | +64.9k |
| IEQ CAPITAL, LLC | New | +29.2k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.4m |
| STATE STREET CORP | Reduced | -534.7k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -355.2k |
| GLOBEFLEX CAPITAL L P | Sold out | -272.4k |
| NORTHERN TRUST CORP | Reduced | -197.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold out | -166.6k |
| STRS OHIO | Sold out | -166.3k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -111.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | -108.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold out | -101.9k |
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 |
|---|---|
Roystone Management Holdings LLC
13D · may seek influence
new · filed 2025-06-12
Stated purposeThe Reporting Persons originally acquired the Common Stock for investment purposes. The Reporting Persons are filing this initial Schedule 13D to report that Richard Barrera, managing member of the Manager, was appointed to the Issuer's board of directors (the "Board") on June 5, 2025. For more information, please see the Issuer's Current Report on Form 8-K, filed with the SEC on June 9, 2025, which is incorporated herein by reference. Except as otherwise set forth herein, the Reporting Persons do not have any present plans or proposals which would relate to, or result in, the matters set forth in subparagraphs (a) - (j) of Item 4 of Schedule 13D. However, subject to market conditions and in compliance with applicable securities laws, the Reporting Persons reserve the right, at a later … Full filing |
14.0% |
| Roystone Capital Management LP 13G · passive investor filed 2025-03-18 | 12.0% |
| AGARWAL AMIT MOHAN 13G · passive investor +0.8 pts · filed 2026-09-18 | 8.4% |
| Bandera Partners LLC 13G · passive investor filed 2026-05-13 | 6.4% |
Fell to 5% or below in the last year: BlackRock, Inc. (1.2%, 2026-07-27)
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 | 4 | $1.0m | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $202.2k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-11 | Beer Marc D Executive Chairman, director | Bought | $24.8k16.0k shares |
| 2026-08-10 | Beer Marc D Executive Chairman, director | Bought | $177.4k116.0k 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 |
|---|---|---|
| 325 CAPITAL LLC 2.05% of their portfolio | 4.5m $8.6m | Unchanged |
| Bandera Partners LLC 1.37% of their portfolio | 2.1m $3.9m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $2.1m | Reduced -11.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 625.4k $1.2m | Reduced -72.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 436.1k $824.2k | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 432.0k $816.1k | Reduced -111.5k |
| BlackRock, Inc. 0.00% of their portfolio | 365.9k $691.6k | Reduced -1.4m |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 301.3k $569.5k | New |
| RICE HALL JAMES & ASSOCIATES, LLC 0.02% of their portfolio | 262.8k $496.8k | Added +12.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 260.5k $492.6k | Reduced -355.2k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 253.3k $478.8k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 251.6k $475.6k | Added +198.0k |
| UBS Group AG 0.00% of their portfolio | 244.2k $461.6k | Added +218.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 230.0k $434.7k | Reduced -35.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 215.4k $407.1k | Added +114.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 168.6k $318.7k | New |
| MORGAN STANLEY 0.00% of their portfolio | 153.9k $290.9k | Reduced -34.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 143.0k $270.2k | Reduced -14.2k |
| STATE STREET CORP 0.00% of their portfolio | 112.2k $212.1k | Reduced -534.7k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 111.6k $199.8k | Added +64.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 103.3k $195.2k | Added +92.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 71.4k $135.0k | Reduced -197.7k |
| Man Group plc 0.00% of their portfolio | 70.1k $132.6k | Added +5.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 52.8k $99.7k | Added +3.8k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 42.9k $81.1k | Reduced -108.1k |
| GDS Wealth Management 0.00% of their portfolio | 42.8k $80.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 39.0k $73.8k | Reduced -3.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 35.0k $66.2k | Reduced -18.4k |
| Rothschild Wealth LLC 0.01% of their portfolio | 34.1k $64.5k | Reduced -1.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 33.4k $63.0k | Reduced -25.5k |
| FMR LLC 0.00% of their portfolio | 31.1k $58.7k | Added +1.4k |
| Abel Hall, LLC 0.01% of their portfolio | 30.4k $57.5k | Added +2.5k |
| Mariner, LLC 0.00% of their portfolio | 29.7k $56.1k | Added +9.1k |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 29.2k $55.2k | New |
| First Heartland Consultants, Inc. 0.00% of their portfolio | 24.5k $46.3k | Unchanged |
| Quadrature Capital Ltd 0.00% of their portfolio | 23.7k $44.9k | New |
| Williams & Novak, LLC 0.03% of their portfolio | 22.9k $43.3k | Reduced -8.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 19.7k $37.3k | New |
| Cerity Partners LLC 0.00% of their portfolio | 18.0k $34.0k | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 17.3k $32.8k | Added +11.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 15.3k $28.9k | Reduced -22.3k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 14.6k $27.5k | New |
| ZWJ INVESTMENT COUNSEL INC 0.00% of their portfolio | 12.7k $24.1k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.2k $23.2k | Added +2.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 11.7k $22.0k | Added +5.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.8k $14.6k | Reduced -10.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 6.3k $11.9k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 5.9k $11.1k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 5.4k $10.2k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.6k $5.0k | Added +238 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.6k $3.0k | Reduced -11.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 1.3k $2.4k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 806 $1.5k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 500 $945 | First filing |
| Allworth Financial LP 0.00% of their portfolio | 484 $915 | Added +433 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 480 $907 | Unchanged |
| Essential Partners LLC 0.00% of their portfolio | 365 $690 | Added +297 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 318 $601 | Reduced -5.8k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 313 $592 | Added +265 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 215 $393 | Added +203 |
| Cornerstone Planning Group LLC 0.00% of their portfolio | 213 $501 | New |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 197 $372 | Added +20 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 125 $236 | Added +103 |
| True Wealth Design, LLC 0.00% of their portfolio | 109 $207 | Added +82 |
| IFP Advisors, Inc 0.00% of their portfolio | 53 $100 | Added +46 |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 51 $96 | Unchanged |
| Fortitude Family Office, LLC 0.00% of their portfolio | 45 $85 | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 31 $59 | Added +28 |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 20 $38 | Unchanged |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 16 $30 | Added +13 |
| JPL Wealth Management, LLC 0.00% of their portfolio | 5 $10 | New |
| Clearstead Advisors, LLC 0.00% of their portfolio | 4 $8 | New |