SEC 13F Intelligence

BTMDBIOTE CORP

CUSIP 090683103 · Yahoo Finance ↗ · Google Finance ↗

Biote Corp (BTMD) has 84 institutional holders in Filings Flow’s 13F database, together reporting 15.24M shares worth $20M as of Q1 2026. The largest reported holders are 325 Capital LLC, Vanguard Group Inc, and Bandera Partners LLC.

Institutional Holders
84
Q1 2026
Reported Value
$20M
Ticker
BTMD
Quarters Tracked
4

Ownership Trend

Institutional holders
Q4 ’22: 13Q4 ’22Q4 ’25: 84Q4 ’25Q1 ’26: 84Q1 ’26Q2 ’26: 4Q2 ’26filingsflow.com
Total reported value
Q4 ’22: $4MQ4 ’22Q4 ’25: $39MQ4 ’25Q1 ’26: $20MQ1 ’26Q2 ’26: $104,320Q2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
325 CAPITAL LLC$274M AUM2.24%$6M4.55MQ1 2026OLDER
Bandera Partners LLC$221M AUM1.26%$3M2.07MQ1 2026OLDER
GLOBEFLEX CAPITAL L P$661M AUM0.06%$367,740272.4KQ1 2026OLDER
SANDERS MORRIS HARRIS LLC$172M AUM0.03%$253,82484.6KQ3 2025OLDER
Williams & Novak, LLC$151M AUM0.03%$43,30022.9KQ2 2026
RICE HALL JAMES & ASSOCIATES, LLC$1.8B AUM0.02%$337,526250.0KQ1 2026OLDER
Heron Bay Capital Management$1.1B AUM0.02%$82,92231.9KQ4 2025OLDER
WINTON GROUP Ltd$2.9B AUM0.01%$263,445101.3KQ4 2025OLDER
Abel Hall, LLC$469M AUM0.01%$37,69327.9KQ1 2026OLDER
Rothschild Wealth LLC$1.1B AUM0.00%$48,41835.9KQ1 2026OLDER
GDS Wealth Management$1.7B AUM0.00%$57,76542.8KQ1 2026OLDER
First Heartland Consultants, Inc.$1.5B AUM0.00%$46,30524.5KQ2 2026
OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM0.00%$35,54213.7KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$70,97727.3KQ4 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$72,03353.4KQ1 2026OLDER
Private Wealth Asset Management, LLC$935M AUM0.00%$10,1403.9KQ4 2025OLDER
STRS OHIO$25.2B AUM0.00%$224,505166.3KQ1 2026OLDER
JACOBS LEVY EQUITY MANAGEMENT, INC$23.8B AUM0.00%$203,916151.0KQ1 2026OLDER
ZWJ INVESTMENT COUNSEL INC$2.8B AUM0.00%$17,20712.7KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$358,987265.9KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$137,629101.9KQ1 2026OLDER
Stone House Investment Management, LLC$558M AUM0.00%$3,0001.0KQ3 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$18,03713.4KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$2,6001.0KQ4 2025OLDER
ROYCE & ASSOCIATES LP$10.1B AUM0.00%$39,81013.3KQ3 2025OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$38,39914.8KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$905225Q1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$35,59913.7KQ4 2025OLDER
Hillsdale Investment Management Inc.$3.7B AUM0.00%$7,5002.5KQ3 2025OLDER
Man Group plc$55.1B AUM0.00%$87,51164.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$733,638543.5KQ1 2026OLDER
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM0.00%$26,56119.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$14,99811.1KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$3,5672.6KQ1 2026OLDER
LAZARD ASSET MANAGEMENT LLC$60.8B AUM0.00%$66,07348.9KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$4M1.44MQ4 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$212,140157.1KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$831,320615.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$48,56116.2KQ3 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$363,302269.1KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$3,3031.1KQ3 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$50,69137.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$2M1.74MQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$2M1.11MQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$623,313239.7KQ1 2026OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$39,95215.4KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$72,43953.7KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$219,31384.4KQ4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$27,87020.6KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$873,388647.0KQ1 2026OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$61,68146.7KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$87,70365.0KQ1 2026OLDER
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM0.00%$8,4706.3KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$19,24814.3KQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.00%$1,300500Q4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$148,32349.4KQ3 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$2720Q1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$992735Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$94,05869.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$39,73315.3KQ4 2025OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$11,3648.4KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$339251Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$135,822100.6KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$5,6614.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$57,67142.7KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$15,02011.1KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$49,22036.5KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$56,21521.6KQ4 2025OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$224,905166.6KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.00%$34,76213.4KQ1 2026OLDER
Fisher Asset Management, LLC$294.9B AUM0.00%$30,00010.0KQ3 2025OLDER
True Wealth Design, LLC$360M AUM0.00%$3727Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$40,40329.9KQ1 2026OLDER
LPL Financial LLC$376.6B AUM0.00%$31,98012.3KQ4 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$56,95442.2KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$7,6705.7KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$79,44258.8KQ1 2026OLDER
Transamerica Financial Advisors, LLC$1.2B AUM0.00%$6851Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$34,73325.7KQ1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$4,6511.8KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$7,9385.9KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$13,83810.3KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$8,3016.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$8,3806.2KQ1 2026OLDER
Invesco Ltd.$653.3B AUM0.00%$20,72915.4KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$14,34810.6KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,7481.3KQ1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$2114.8KQ1 2026OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$648480Q1 2026OLDER
FMR LLC$1.90T AUM0.00%$40,01529.6KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3,0001.0KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$6548Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$3,2242.4KQ1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$14,75810.9KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$25,28819.5KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$9,0006.4KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3022Q1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$239177Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$3,8002.8KQ1 2026OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2720Q1 2026OLDER
Caitong International Asset Management Co., Ltd$541M AUM0.00%$43Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$118Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$53Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$6951Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$186Q3 2025OLDER
IFP Advisors, Inc$4.8B AUM0.00%$97Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$1712Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$2720Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$367272Q2 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.