Institutional Ownership Biote Corp. (BTMD)
This table provides information about the institutional ownership of Biote Corp. (BTMD). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $70.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,900
shares
|
$7,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,575
shares
|
$6,489
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,005
shares
|
$4,140
0.0% of portfolio
|
Q1 2025
Reduced 52.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$4,120
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$4,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
929
shares
|
$3,827
0.0% of portfolio
|
Q1 2025
Added 96.82%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
824
shares
|
$3,394
0.0% of portfolio
|
Q1 2025
Added 464.38%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
500
shares
|
$2,060
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
330
shares
|
$1,359
0.0% of portfolio
|
Q1 2025
Added 140.88%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
163
shares
|
$671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50
shares
|
$206
0.0% of portfolio
|
Q1 2025
Added 61.29%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
33
shares
|
$135
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
31
shares
|
$127
0.0% of portfolio
|
Q1 2025
Added 47.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
27
shares
|
$111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|