BTMD · Company research
Biote Corp. Class A Common Stock (BTMD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableBasic Materials
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 245418 | 463840 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5880 | 11113 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 242624 | 458559 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29716 | 56141 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1295 | 2447 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70145 | 132574 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 484 | 915 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 402914 | 761507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33353 | 63037 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12016 | 22711 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 38 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Rothschild Wealth LLC | 1811345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34119 | 64485 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 806 | 1525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31 | 59 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19736 | 37301 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL BANK OF CANADA | 1000275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11618 | 22000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 480 | 907 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15272 | 28864 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5414 | 10233 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 8 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111605 | 199773 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Russell Investments Group, Ltd. | 1692234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17347 | 32786 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1563 | 2954 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253639 | 479378 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215384 | 407076 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35000 | 66150 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 945 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| RICE HALL JAMES & ASSOCIATES, LLC | 1230765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 262842 | 496771 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112244 | 212141 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179771 | 339767 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 365 | 690000 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142964 | 270202 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abel Hall, LLC | 2013339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30427 | 57507 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ROTHSCHILD INVESTMENT LLC | 85338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 125 | 236000 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 8350 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51 | 96 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31076 | 58734 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LAZARD ASSET MANAGEMENT LLC | 1207017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52753 | 99703 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23741 | 44870 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Cornerstone Planning Group LLC | 1822587 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 501000 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| 325 CAPITAL LLC | 1873893 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4548127 | 8595960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9781 | 18486 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 318 | 601 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 6000 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Caitong International Asset Management Co., Ltd | 1963355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 30 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 625390 | 1177 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ZWJ INVESTMENT COUNSEL INC | 842782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12746 | 24090 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109 | 207 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 10 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215 | 393000 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23938 | 45243 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193222 | 365190 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RAYMOND JAMES FINANCIAL INC | 720005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12250 | 23153 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 229994 | 434689 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197 | 372 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29188 | 55165 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| State Street Corporation | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112244 | 212141000 | — | — | — | Sep 22, 2026 | SEC_13F_HR |
| Goldman Sachs Group Inc. | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215384 | 407076000 | — | — | — | Aug 14, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21775 | 41155000 | — | — | — | Aug 13, 2026 | SEC_13F_HR |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 100 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Blackrock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11312 | 21380000 | — | — | — | Aug 7, 2026 | SEC_13F_HR |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1820 | 3440 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2626 | 4963 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| GDS Wealth Management | 1940869 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42789 | 80871 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49042 | 92689 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| First Heartland Consultants, Inc. | 1428793 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24500 | 46305 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Williams & Novak, LLC | 1998419 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22910 | 43300 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Fortitude Family Office, LLC | 1950506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 45 | 85000 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1102753 | 2084203 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42916 | 81111 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 436088 | 824206 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bandera Partners LLC | 1399386 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2065482 | 3903761 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103307 | 195250 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Point72 Asset Management, L.P. | 1603466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14565 | 27528 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 272 | 367 | — | — | — | Jun 2, 2026 | SEC_13F_DATASET |
| Goldman Sachs Group Inc. | 886982 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100609 | 135822000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| State Street Corporation | 93751 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 646954 | 873388000 | — | — | — | May 15, 2026 | SEC_13F_HR |
| Northern Trust Corp | 73124 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4281 | 5779000 | — | — | — | May 14, 2026 | SEC_13F_HR |
| Franklin Templeton, Inc. | 38777 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28894 | 39007000 | — | — | — | May 13, 2026 | SEC_13F_HR |
| SEI Investments Co | 350894 | Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11126 | 15020000 | — | — | — | May 13, 2026 | SEC_13F_HR |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.