Vault-13

BIOTE CORP BTMD

CLASS A COM · Common Stock · CUSIP 090683103

72 institutional holders -12 vs Q1 2026
13,155,35513.2m shares reported held*
$24.8mreported value*
15 new 25 added 20 reduced 26 sold out net sold ≈ $3.8m (-2.0m shares)

* 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

050100Q3 22: 17Q4 22: 17Q1 23: 28Q2 23: 56Q3 23: 55Q4 23: 56Q1 24: 56Q2 24: 77Q3 24: 84Q4 24: 95Q1 25: 91Q2 25: 99Q3 25: 87Q4 25: 85Q1 26: 84Q2 26: 7272Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202217
Q4 202217
Q1 202328
Q2 202356
Q3 202355
Q4 202356
Q1 202456
Q2 202477
Q3 202484
Q4 202495
Q1 202591
Q2 202599
Q3 202587
Q4 202585
Q1 202684
Q2 202672

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 44 bought or addedQ3 24: 27 cut or sold outQ4 24: 52 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 39 bought or addedQ1 25: 47 cut or sold outQ2 25: 53 bought or addedQ2 25: 40 cut or sold outQ2 25Q3 25: 33 bought or addedQ3 25: 53 cut or sold outQ4 25: 41 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 43 bought or addedQ1 26: 39 cut or sold outQ2 26: 40 bought or addedQ2 26: 46 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244427
Q4 20245232
Q1 20253947
Q2 20255340
Q3 20253353
Q4 20254137
Q1 20264339
Q2 20264046

Biggest buyers

MILLENNIUM MANAGEMENT LLC New +436,088+436.1k
CITADEL ADVISORS LLC New +301,310+301.3k
JANE STREET GROUP, LLC New +253,313+253.3k
UBS Group AG Added +218,496+218.5k
AQR CAPITAL MANAGEMENT LLC Added +197,960+198.0k
MARSHALL WACE, LLP New +168,611+168.6k
GOLDMAN SACHS GROUP INC Added +114,775+114.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +92,375+92.4k
JONES FINANCIAL COMPANIES LLLP Added +64,877+64.9k
IEQ CAPITAL, LLC New +29,188+29.2k

Biggest sellers

BlackRock, Inc. Reduced -1,373,299-1.4m
STATE STREET CORP Reduced -534,710-534.7k
GEODE CAPITAL MANAGEMENT, LLC Reduced -355,174-355.2k
GLOBEFLEX CAPITAL L P Sold out -272,400-272.4k
NORTHERN TRUST CORP Reduced -197,695-197.7k
VANGUARD PORTFOLIO MANAGEMENT LLC Sold out -166,596-166.6k
STRS OHIO Sold out -166,300-166.3k
DIMENSIONAL FUND ADVISORS LP Reduced -111,532-111.5k
JACOBS LEVY EQUITY MANAGEMENT, INC Reduced -108,133-108.1k
LOS ANGELES CAPITAL MANAGEMENT LLC Sold out -101,947-101.9k

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.

HolderStakeChangeShares Last filed
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% new 4.6m≈ $8.7m 2025-06-12
Roystone Capital Management LP 13G · passive investor filed 2025-03-18 12.0% 3.9m≈ $7.4m 2025-03-18
AGARWAL AMIT MOHAN 13G · passive investor +0.8 pts · filed 2026-09-18 8.4% +0.8 pts 2.4m≈ $4.5m 2026-09-18
Bandera Partners LLC 13G · passive investor filed 2026-05-13 6.4% 2.1m≈ $3.9m 2026-05-13

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)

BuyingSelling
404Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 4 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 0 sellingQ3 26: 1 buyingQ3 26: 0 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20254$1.0m0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—0——
Q3 20261$202.2k0——
DateInsiderTradeSharesPrice ValueTheir holding
2026-08-11 Beer Marc D Executive Chairman, director Bought 16,000 $1.55 $24.8k16.0k shares +7%
2026-08-10 Beer Marc D Executive Chairman, director Bought 115,950 $1.53 $177.4k116.0k shares +108%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 325 CAPITAL LLC 2.05% of their portfolio NEW YORK, NY 4,548,1274.5m $8.6m $8.6m 2.05% Unchanged
2 Bandera Partners LLC 1.37% of their portfolio Brooklyn, NY 2,065,4822.1m $3.9m $3.9m 1.37% Unchanged
3 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 1,102,7531.1m $2.1m $2.1m 0.00% Reduced -11.1k -11,102
4 ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio Boston, MA 625,390625.4k $1.2m $1.2m 0.00% Reduced -72.5k -72,465
5 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 436,088436.1k $824.2k $824.2k 0.00% New
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 431,962432.0k $816.1k $816.1k 0.00% Reduced -111.5k -111,532
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 365,945365.9k $691.6k $691.6k 0.00% Reduced -1.4m -1,373,299
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 301,310301.3k $569.5k $569.5k 0.00% New
9 RICE HALL JAMES & ASSOCIATES, LLC 0.02% of their portfolio San Diego, CA 262,842262.8k $496.8k $496.8k 0.02% Added +12.8k +12,823
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 260,488260.5k $492.6k $492.6k 0.00% Reduced -355.2k -355,174
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 253,313253.3k $478.8k $478.8k 0.00% New
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 251,619251.6k $475.6k $475.6k 0.00% Added +198.0k +197,960
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 244,224244.2k $461.6k $461.6k 0.00% Added +218.5k +218,496
14 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 229,994230.0k $434.7k $434.7k 0.00% Reduced -35.9k -35,922
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 215,384215.4k $407.1k $407.1k 0.00% Added +114.8k +114,775
16 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 168,611168.6k $318.7k $318.7k 0.00% New
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 153,907153.9k $290.9k $290.9k 0.00% Reduced -34.3k -34,293
18 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 142,964143.0k $270.2k $270.2k 0.00% Reduced -14.2k -14,177
19 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 112,244112.2k $212.1k $212.1k 0.00% Reduced -534.7k -534,710
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 111,605111.6k $199.8k $199.8k 0.00% Added +64.9k +64,877
21 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 103,307103.3k $195.2k $195.2k 0.00% Added +92.4k +92,375
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 71,41871.4k $135.0k $135.0k 0.00% Reduced -197.7k -197,695
23 Man Group plc 0.00% of their portfolio LONDON, X0 70,14570.1k $132.6k $132.6k 0.00% Added +5.3k +5,322
24 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 52,75352.8k $99.7k $99.7k 0.00% Added +3.8k +3,810
25 JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio FLORHAM PARK, NJ 42,91642.9k $81.1k $81.1k 0.00% Reduced -108.1k -108,133
26 GDS Wealth Management 0.00% of their portfolio FLOWER MOUND, TX 42,78942.8k $80.9k $80.9k 0.00% Unchanged
27 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 39,03839.0k $73.8k $73.8k 0.00% Reduced -3.7k -3,681
28 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.00% of their portfolio HOUSTON, TX 35,00035.0k $66.2k $66.2k 0.00% Reduced -18.4k -18,358
29 Rothschild Wealth LLC 0.01% of their portfolio OAK BROOK, IL 34,11934.1k $64.5k $64.5k 0.01% Reduced -1.7k -1,746
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,35333.4k $63.0k $63.0k 0.00% Reduced -25.5k -25,493
31 FMR LLC 0.00% of their portfolio BOSTON, MA 31,07631.1k $58.7k $58.7k 0.00% Added +1.4k +1,435
32 Abel Hall, LLC 0.01% of their portfolio BATON ROUGE, LA 30,42730.4k $57.5k $57.5k 0.01% Added +2.5k +2,506
33 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,71629.7k $56.1k $56.1k 0.00% Added +9.1k +9,070
34 IEQ CAPITAL, LLC 0.00% of their portfolio Foster City, CA 29,18829.2k $55.2k $55.2k 0.00% New
35 First Heartland Consultants, Inc. 0.00% of their portfolio LAKE ST. LOUIS, MO 24,50024.5k $46.3k $46.3k 0.00% Unchanged
36 Quadrature Capital Ltd 0.00% of their portfolio LONDON, X0 23,74123.7k $44.9k $44.9k 0.00% New
37 Williams & Novak, LLC 0.03% of their portfolio WESTLAKE VILLAGE, CA 22,91022.9k $43.3k $43.3k 0.03% Reduced -8.5k -8,500
38 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 19,73619.7k $37.3k $37.3k 0.00% New
39 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 17,99218.0k $34.0k $34.0k 0.00% New
40 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 17,34717.3k $32.8k $32.8k 0.00% Added +11.7k +11,665
41 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 15,27215.3k $28.9k $28.9k 0.00% Reduced -22.3k -22,282
42 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 14,56514.6k $27.5k $27.5k 0.00% New
43 ZWJ INVESTMENT COUNSEL INC 0.00% of their portfolio Atlanta, GA 12,74612.7k $24.1k $24.1k 0.00% Unchanged
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,25012.2k $23.2k $23.2k 0.00% Added +2.0k +2,000
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,72711.7k $22.0k $22.0k 0.00% Added +5.3k +5,316
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,7658.8k $14.6k $14.6k 0.00% Reduced -10.7k -10,687
47 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 6,2746.3k $11.9k $11.9k 0.00% Unchanged
48 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 5,8805.9k $11.1k $11.1k 0.00% Unchanged
49 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 5,4145.4k $10.2k $10.2k 0.00% New
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,6262.6k $5.0k $5.0k 0.00% Added +238 +238
51 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,5631.6k $3.0k $3.0k 0.00% Reduced -11.8k -11,798
52 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 1,2951.3k $2.4k $2.4k 0.00% Unchanged
53 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 806806 $1.5k $1.5k 0.00% New
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 500500 $945 $945 0.00% First filing
55 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 484484 $915 $915 0.00% Added +433 +433
56 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 480480 $907 $907 0.00% Unchanged
57 Essential Partners LLC 0.00% of their portfolio RANCHO SANTA FE, CA 365365 $690 $690 0.00% Added +297 +297
58 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 318318 $601 $601 0.00% Reduced -5.8k -5,831
59 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 313313 $592 $592 0.00% Added +265 +265
60 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 215215 $393 $393 0.00% Added +203 +203
61 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 213213 $501 $501 0.00% New
62 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 197197 $372 $372 0.00% Added +20 +20
63 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 125125 $236 $236 0.00% Added +103 +103
64 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 109109 $207 $207 0.00% Added +82 +82
65 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5353 $100 $100 0.00% Added +46 +46
66 Transamerica Financial Advisors, LLC 0.00% of their portfolio CEDAR RAPIDS, IA 5151 $96 $96 0.00% Unchanged
67 Fortitude Family Office, LLC 0.00% of their portfolio SCOTTSDALE, AZ 4545 $85 $85 0.00% New
68 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 3131 $59 $59 0.00% Added +28 +28
69 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2020 $38 $38 0.00% Unchanged
70 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 1616 $30 $30 0.00% Added +13 +13
71 JPL Wealth Management, LLC 0.00% of their portfolio GREENWOOD VILLAGE, CO 55 $10 $10 0.00% New
72 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 44 $8 $8 0.00% New