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Institutional Ownership · SEC Form 13F

Who owns biote Corp. (BTMD)


Which tracked institutional funds hold BTMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BTMD company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

84
Institutional holders
15M
Shares held (tracked funds)
26.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on BTMD is one-sided between 2025-Q4 and 2026-Q1: 1 added or opened and 13 trimmed or exited — on balance reducing.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BTMD’s largest tracked holder by dollar value, 325 CAPITAL LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in BTMD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 84 tracked filers holding BTMD, 48 increased or opened the position and 42 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BTMD between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • VANGUARD CAPITAL MANAGEMENT LLC$2M

Full exits 1

  • VANGUARD GROUP INC$4M

Largest trims

  • 325 CAPITAL LLC$6M
  • Bandera Partners LLC$3M
  • BlackRock, Inc.$2M
  • GEODE CAPITAL MANAGEMENT, LLC$782K
  • DIMENSIONAL FUND ADVISORS LP$742K
  • STATE STREET CORP$687K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
325 CAPITAL LLC4,548,127$6M20.3%2026-Q1
Bandera Partners LLC trimmed2,065,482$3M9.2%2026-Q1
BlackRock, Inc. trimmed1,739,244$2M7.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,113,855$2M5.0%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added697,855$938K3.1%2026-Q1
STATE STREET CORP added646,954$873K2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC trimmed615,662$831K2.7%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed543,494$734K2.4%2026-Q1
GLOBEFLEX CAPITAL L P272,400$368K1.2%2026-Q1
NORTHERN TRUST CORP added269,113$363K1.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added265,916$359K1.2%2026-Q1
RICE HALL JAMES & ASSOCIATES, LLC added250,019$338K1.1%2026-Q1
MORGAN STANLEY trimmed188,200$254K0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new166,596$225K0.7%2026-Q1
STRS OHIO166,300$225K0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new157,141$212K0.7%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added151,049$204K0.7%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added101,947$138K0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed100,609$136K0.4%2026-Q1
Bank of New York Mellon Corp trimmed69,673$94K0.3%2026-Q1
DEUTSCHE BANK AG\ added64,965$88K0.3%2026-Q1
Man Group plc trimmed64,823$88K0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added58,846$79K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added53,659$72K0.2%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed53,358$72K0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added48,943$66K0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP new46,728$62K0.2%2026-Q1
GDS Wealth Management42,789$58K0.2%2026-Q1
BARCLAYS PLC trimmed42,719$58K0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed42,188$57K0.2%2026-Q1
RHUMBLINE ADVISERS added37,554$51K0.2%2026-Q1
Nuveen, LLC36,459$49K0.2%2026-Q1
Rothschild Wealth LLC trimmed35,865$48K0.2%2026-Q1
Williams & Novak, LLC new31,410$45K0.1%2026-Q1
FRANKLIN RESOURCES INC added29,928$40K0.1%2026-Q1
FMR LLC added29,641$40K0.1%2026-Q1
Abel Hall, LLC added27,921$38K0.1%2026-Q1
ALLIANCEBERNSTEIN L.P.13,370$35K0.1%2026-Q1
UBS Group AG added25,728$35K0.1%2026-Q1
First Heartland Consultants, Inc. added24,500$33K0.1%2026-Q1
Mariner, LLC added20,646$28K0.1%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed19,675$27K0.1%2026-Q1
JPMORGAN CHASE & CO added19,452$25K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/14,822$21K0.1%2026-Q1
Invesco Ltd. trimmed15,355$21K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added14,258$19K0.1%2026-Q1
Tower Research Capital LLC (TRC) added13,361$18K0.1%2026-Q1
ZWJ INVESTMENT COUNSEL INC12,746$17K0.1%2026-Q1
SEI INVESTMENTS CO trimmed11,126$15K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey11,110$15K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,932$15K0.0%2026-Q1
WELLS FARGO & COMPANY/MN trimmed10,628$14K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added10,250$14K0.0%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND8,418$11K0.0%2026-Q1
ROYAL BANK OF CANADA added6,411$9K0.0%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed6,274$8K0.0%2026-Q1
CITIGROUP INC trimmed6,208$8K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added6,149$8K0.0%2026-Q1
Vanguard Global Advisers, LLC new5,880$8K0.0%2026-Q1
Russell Investments Group, Ltd. added5,682$8K0.0%2026-Q1
VANGUARD GROUP INC added1,444,733$4M12.4%2025-Q4 stale
Boston Partners trimmed591,040$2M6.5%2025-Q1 stale
Skylands Capital, LLC trimmed158,600$528K1.7%2025-Q1 stale
Perritt Capital Management Inc added146,250$380K1.3%2025-Q4 stale
FIRST TRUST ADVISORS LP added73,669$296K1.0%2025-Q2 stale
WINTON GROUP Ltd trimmed101,325$263K0.9%2025-Q4 stale
SANDERS MORRIS HARRIS LLC added84,608$254K0.8%2025-Q3 stale
CITADEL ADVISORS LLC added84,351$219K0.7%2025-Q4 stale
GatePass Capital, LLC added50,000$201K0.7%2025-Q2 stale
Trexquant Investment LP trimmed47,193$190K0.6%2025-Q2 stale
JANE STREET GROUP, LLC added49,441$148K0.5%2025-Q3 stale
Topline Capital Management, LLC new28,595$115K0.4%2025-Q2 stale
Verition Fund Management LLC added33,180$110K0.4%2025-Q1 stale
STATE OF WISCONSIN INVESTMENT BOARD trimmed22,700$91K0.3%2025-Q2 stale
Heron Bay Capital Management added31,893$83K0.3%2025-Q4 stale
XTX Topco Ltd added27,299$71K0.2%2025-Q4 stale
IEQ CAPITAL, LLC new16,772$67K0.2%2025-Q2 stale
WASATCH ADVISORS LP trimmed20,000$67K0.2%2025-Q1 stale
Connor, Clark & Lunn Investment Management Ltd. new16,462$66K0.2%2025-Q2 stale
CAPTRUST FINANCIAL ADVISORS trimmed15,964$64K0.2%2025-Q2 stale
SG Americas Securities, LLC added19,194$64K0.2%2025-Q1 stale
SHERBROOKE PARK ADVISERS LLC added21,005$63K0.2%2025-Q3 stale
Virtu Financial LLC added18,539$62K0.2%2025-Q1 stale
AMERIPRISE FINANCIAL INC21,621$56K0.2%2025-Q4 stale
Squarepoint Ops LLC trimmed16,187$49K0.2%2025-Q3 stale
Corebridge Financial, Inc. trimmed13,189$44K0.1%2025-Q1 stale
HSBC HOLDINGS PLC trimmed12,647$43K0.1%2025-Q1 stale
Cubist Systematic Strategies, LLC trimmed10,560$42K0.1%2025-Q2 stale
MARSHALL WACE, LLP trimmed15,366$40K0.1%2025-Q4 stale
ROYCE & ASSOCIATES LP added13,270$40K0.1%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC trimmed15,282$40K0.1%2025-Q4 stale
Quadrature Capital Ltd added14,769$38K0.1%2025-Q4 stale
INTECH INVESTMENT MANAGEMENT LLC added13,692$36K0.1%2025-Q4 stale
OCCUDO QUANTITATIVE STRATEGIES LP trimmed13,670$36K0.1%2025-Q4 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed95$34K0.1%2025-Q4 stale
TWO SIGMA INVESTMENTS, LP trimmed10,204$34K0.1%2025-Q1 stale
LPL Financial LLC new12,300$32K0.1%2025-Q4 stale
Fisher Asset Management, LLC new10,000$30K0.1%2025-Q3 stale
Private Wealth Asset Management, LLC added3,900$10K0.0%2025-Q4 stale
Hillsdale Investment Management Inc. trimmed2,500$8K0.0%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership