BTMDNasdaqMedicinal Chemicals & Botanical ProductsFiscal year ends December 31
biote Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$1.08−0.00 (-0.46%)
Close on Oct 19, 2026
- Market cap
- $30.92M
- P/E (TTM)
- 10.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
36.6%
13M of 36M shares
Institutional holders
72
16 new, 26 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $202.20K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Roystone Management Holdings LLC | 4,622,748 | 14.00% | 13D (active) | Jun 5, 2025 |
| Agarwal Amit Mohan | 2,400,000 | 8.40% | 13G (passive) amendment | Sep 10, 2026 |
| Gramm Jefferson | 2,065,482 | 6.40% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BTMD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| 325 Capital LLC | 4,548,127 | 12.66% | $8.60M | – | 2.05% |
| Bandera Partners LLC | 2,065,482 | 5.75% | $3.90M | – | 1.37% |
| Vanguard Capital Management LLC | 1,102,753 | 3.07% | $2.08M | −11,102 | 0.00% |
| Acadian Asset Management LLC | 625,390 | 1.74% | $1.18K | −72,465 | 0.00% |
| Millennium Management LLC | 436,088 | 1.21% | $824.21K | New | 0.00% |
| Dimensional Fund Advisors LP | 431,962 | 1.20% | $816.06K | −111,532 | 0.00% |
| BlackRock, Inc. | 365,945 | 1.02% | $691.64K | −1,373,299 | 0.00% |
| Citadel Advisors LLC | 301,310 | 0.84% | $569.48K | New | 0.00% |
| Rice Hall James & Associates, LLC | 262,842 | 0.73% | $496.77K | +12,823 | 0.02% |
| Geode Capital Management, LLC | 260,488 | 0.73% | $492.59K | −355,174 | 0.00% |
| Jane Street Group, LLC | 253,313 | 0.71% | $478.76K | New | 0.00% |
| Aqr Capital Management LLC | 251,619 | 0.70% | $475.56K | +197,960 | 0.00% |
| UBS Group AG | 244,224 | 0.68% | $461.58K | +218,496 | 0.00% |
| Renaissance Technologies LLC | 229,994 | 0.64% | $434.69K | −35,922 | 0.00% |
| Goldman Sachs Group Inc | 215,384 | 0.60% | $407.08K | +114,775 | 0.00% |
| Marshall Wace, Llp | 168,611 | 0.47% | $318.68K | New | 0.00% |
| Morgan Stanley | 153,907 | 0.43% | $290.88K | −34,293 | 0.00% |
| Vanguard Fiduciary Trust Co | 142,964 | 0.40% | $270.20K | −14,177 | 0.00% |
| State Street Corp | 112,244 | 0.31% | $212.14K | −534,710 | 0.00% |
| Jones Financial Companies Lllp | 111,605 | 0.31% | $199.77K | +64,877 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | 13M | 36.6% | 16 / 25 | 20 / 26 | 2M | 4M |
| Q1 2026 | 84 | 15M | 42.3% | 17 / 30 | 24 / 15 | 2M | 1M |
| Q4 2025 | 85 | 16M | 43.8% | 11 / 30 | 24 / 13 | 1M | 1M |
| Q3 2025 | 87 | 16M | 43.4% | 11 / 22 | 32 / 21 | 0M | 2M |
| Q2 2025 | 97 | 17M | 46.3% | 18 / 37 | 29 / 11 | 1M | 2M |
| Q1 2025 | 90 | 17M | 47.9% | 16 / 26 | 30 / 18 | 1M | 3M |
| Q4 2024 | 94 | 19M | 52.6% | 24 / 32 | 19 / 13 | 2M | 1M |
| Q3 2024 | 83 | 18M | 49.7% | 16 / 30 | 19 / 7 | 4M | 1M |
| Q2 2024 | 75 | 16M | 45.4% | 27 / 32 | 10 / 6 | 4M | 0M |
| Q1 2024 | 54 | 12M | 33.7% | 11 / 15 | 18 / 11 | 1M | 1M |
| Q4 2023 | 54 | 13M | 35.6% | 6 / 20 | 14 / 5 | 1M | 2M |
| Q3 2023 | 54 | 13M | 36.6% | 11 / 17 | 13 / 12 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BTMD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 829,704 | 2.31% | $1.57M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 248,630 | 0.69% | $469.91K | 0.00% | Jun 30, 2026 |
| U.S. Small Cap Portfolio | 165,086 | 0.46% | $371.44K | 0.00% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 145,167 | 0.40% | $290.33K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 124,373 | 0.35% | $279.84K | 0.00% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 112,555 | 0.31% | $225.11K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 99,434 | 0.28% | $187.93K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 59,034 | 0.16% | $132.83K | 0.00% | Jul 31, 2026 |
| Clearwater Select Equity Fund | 53,624 | 0.15% | $101.35K | 0.02% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 40,289 | 0.11% | $80.58K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 35,000 | 0.10% | $66.15K | 0.04% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 34,899 | 0.10% | $69.80K | 0.00% | May 31, 2026 |
| iShares Russell 2000 ETF | 30,368 | 0.08% | $57.40K | 0.00% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 19,805 | 0.06% | $39.61K | 0.00% | May 31, 2026 |
| Clearwater Select Equity Fund | 15,661 | 0.04% | $29.60K | 0.01% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Marc D. Beer | Executive Chairman, Director | 3,206,836 | 8.93% | Aug 12, 2026 |
| Robert Charles Peterson | Interim CEO, Director | 0 | – | Jun 16, 2026 |
| Daniel Michael Monico | General Counsel | 1 | 0.00% | May 4, 2026 |
| Mary Elizabeth Conlon | General Counsel | 140,393 | 0.39% | Apr 2, 2025 |
| Bret Christensen | Director | 37,595 | 0.10% | Jun 10, 2026 |
| Andrew R. Heyer | Director | 2,292,156 | 6.38% | May 14, 2026 |
| Dana Lynn Jacoby | Director | 63,964 | 0.18% | May 13, 2026 |
| Stephen Mark Cone | Director | 160,829 | 0.45% | May 13, 2026 |
| Debra L. Morris | Director | 71,562 | 0.20% | May 13, 2026 |
| Richard R. Barrera | Director, 10% owner | 4,622,748 | 12.87% | May 13, 2026 |
| Steven J. Heyer | Director | 729,856 | 2.03% | May 14, 2025 |
| Management Holdings LLC Roystone | 10% owner | 4,033,547 | 11.23% | May 8, 2025 |
| Management GP LLC RB | 10% owner | 4,175,034 | 11.62% | May 8, 2025 |
| LLC Guines | 10% owner | 4,164,300 | 11.59% | May 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marc D. Beer Executive Chairman, Director | Aug 11, 2026 | Buy | +16,000 | $1.55 | $24.80K | 239,744 |
| Marc D. Beer Executive Chairman, Director | Aug 10, 2026 | Buy | +115,950 | $1.53 | $177.40K | 223,744 |
| Debra L. Morris Director | May 12, 2026 | Option exercise | +21,407 | – | – | 71,562 |
| Debra L. Morris Director | May 13, 2025 | Option exercise | +11,045 | – | – | 50,155 |
| Dana Lynn Jacoby Director | May 13, 2025 | Option exercise | +12,994 | – | – | 63,964 |
| Richard R. Barrera 10% owner | May 7, 2025 | Buy | +11,677 | $3.35 | $39.12K | 4,622,748 |
| Richard R. Barrera 10% owner | May 6, 2025 | Buy | +436,037 | $3.26 | $1.42M | 4,611,071 |
| Management GP LLC RB 10% owner | Apr 30, 2025 | Buy | +1,933 | $3.30 | $6.38K | 4,175,034 |
| Richard R. Barrera 10% owner | Apr 21, 2025 | Buy | +8,801 | $3.27 | $28.78K | 4,173,101 |
| LLC Guines 10% owner | Apr 17, 2025 | Buy | +6,874 | $3.29 | $22.62K | 4,164,300 |
| LLC Guines 10% owner | Apr 16, 2025 | Buy | +1,000 | $3.29 | $3.29K | 4,157,426 |
| LLC Guines 10% owner | Apr 9, 2025 | Buy | +13,532 | $3.21 | $43.44K | 4,156,426 |
| LLC Guines 10% owner | Apr 8, 2025 | Buy | +34,907 | $3.21 | $112.05K | 4,142,894 |
| Management GP LLC RB 10% owner | Apr 7, 2025 | Buy | +43,378 | $3.15 | $136.64K | 4,107,987 |
| Management GP LLC RB 10% owner | Apr 4, 2025 | Buy | +23,741 | $3.24 | $76.92K | 4,064,609 |
| Management GP LLC RB 10% owner | Apr 3, 2025 | Buy | +7,321 | $3.24 | $23.72K | 4,040,868 |
| Management Holdings LLC Roystone 10% owner | Mar 31, 2025 | Buy | +106,000 | $3.32 | $351.92K | 4,033,547 |
| Management GP LLC RB 10% owner | Mar 17, 2025 | Buy | +100 | $3.74 | $374 | 3,927,547 |
| Andrew R. Heyer Director | Mar 17, 2025 | Buy | +50,000 | $3.95 | $197.50K | 1,523,513 |
| Andrew R. Heyer Director | Mar 17, 2025 | Buy | +25,000 | $3.95 | $98.75K | 370,201 |
| Marc D. Beer Director | Mar 17, 2025 | Buy | +107,794 | $3.87 | $417.16K | 107,794 |
| Stephen Mark Cone Director | Mar 17, 2025 | Buy | +38,104 | $3.88 | $147.84K | 160,829 |
| Bret Christensen Chief Executive Officer, Director | Mar 17, 2025 | Buy | +37,595 | $3.87 | $145.49K | 37,595 |
| LLC Guines 10% owner | Mar 17, 2025 | Buy | +100 | $3.74 | $374 | 3,927,547 |
| Management GP LLC RB 10% owner | Mar 14, 2025 | Buy | +106,509 | $3.50 | $372.78K | 3,927,447 |
| LLC Guines 10% owner | Mar 14, 2025 | Buy | +106,509 | $3.50 | $372.78K | 3,927,447 |
| Management GP LLC RB 10% owner | Mar 13, 2025 | Buy | +750,000 | $3.22 | $2.42M | 3,820,938 |
| LLC Guines 10% owner | Mar 13, 2025 | Buy | +750,000 | $3.22 | $2.42M | 3,820,938 |
| Robert Charles Peterson Chief Financial Officer | Sep 9, 2024 | Sale | −32,874 | $6.20 | $203.82K | 0 |
| Robert Charles Peterson Chief Financial Officer | Jul 9, 2024 | Sale | −11,376 | $7.57 | $86.12K | 32,874 |
| Robert Charles Peterson Chief Financial Officer | Jul 8, 2024 | Option exercise | +44,250 | – | – | 44,250 |
| Debra L. Morris Director | May 21, 2024 | Option exercise | +9,110 | – | – | 39,110 |
| Dana Lynn Jacoby Director | May 21, 2024 | Option exercise | +11,595 | – | – | 50,970 |
| Mary Elizabeth Conlon General Counsel | Jul 5, 2023 | Sale | −6,240 | $6.50 | $40.56K | 140,393 |
| Stephen Mark Cone Director | Jun 30, 2023 | Option exercise | +6,058 | – | – | 122,725 |
| Dana Lynn Jacoby Director | Jun 30, 2023 | Option exercise | +6,058 | – | – | 39,375 |
| Mary Elizabeth Conlon General Counsel | Jun 30, 2023 | Option exercise | +24,231 | – | – | 146,633 |
| Richard R. Barrera 10% owner | Jun 9, 2023 | Other | +99,372 | – | – | 3,070,938 |
| Mary Elizabeth Conlon General Counsel | Apr 4, 2023 | Sale | −10,867 | $5.92 | $64.33K | 122,402 |
| Mary Elizabeth Conlon General Counsel | Mar 31, 2023 | Option exercise | +39,375 | – | – | 133,269 |
| Stephen Mark Cone Director | Mar 31, 2023 | Option exercise | +9,844 | – | – | 116,667 |
| Dana Lynn Jacoby Director | Mar 31, 2023 | Option exercise | +9,844 | – | – | 33,317 |
| LLC Guines 10% owner | Feb 7, 2023 | Buy | +375,000 | $3.25 | $1.22M | 2,971,566 |
| Stephen Mark Cone Director | Jan 9, 2023 | Buy | +83,350 | $3.00 | $250.05K | 106,823 |
| Teresa Sue Weber Chief Executive Officer, Director | Jan 9, 2023 | Sale | −865,384 | $3.00 | $2.60M | 85,040 |
| Debra L. Morris Director | Jan 9, 2023 | Buy | +30,000 | $3.00 | $90.00K | 30,000 |
| Samar Jagat Kamdar Chief Financial Officer | Jan 9, 2023 | Buy | +13,000 | $3.00 | $39.00K | 13,000 |
| Marc D. Beer Director | Jan 9, 2023 | Sale | −865,384 | $3.00 | $2.60M | 0 |
| Andrew R. Heyer Director | Jan 9, 2023 | Buy | +100,000 | $3.00 | $300.00K | 345,201 |
| Andrew R. Heyer Director | Jan 9, 2023 | Buy | +100,000 | $3.00 | $300.00K | 1,473,513 |
| Teresa Sue Weber Chief Executive Officer, Director | Jan 6, 2023 | Conversion | +865,384 | – | – | 950,424 |
| Teresa Sue Weber Chief Executive Officer, Director | Jan 6, 2023 | Other | −865,384 | – | – | 2,967,092 |
| Marc D. Beer Director | Jan 6, 2023 | Conversion | +865,384 | – | – | 865,384 |
| Marc D. Beer Director | Jan 6, 2023 | Other | −865,384 | – | – | 2,967,092 |
| Mary Elizabeth Conlon General Counsel | Dec 31, 2022 | Option exercise | +39,375 | – | – | 93,894 |
| Dana Lynn Jacoby Director | Dec 31, 2022 | Option exercise | +9,844 | – | – | 23,473 |
| Stephen Mark Cone Director | Dec 31, 2022 | Option exercise | +9,844 | – | – | 23,473 |
| Mary Elizabeth Conlon General Counsel | Sep 30, 2022 | Option exercise | +54,519 | – | – | 54,519 |
| Stephen Mark Cone Director | Sep 30, 2022 | Option exercise | +13,629 | – | – | 13,629 |
| Robbin Charles Gibbins Chief Accounting Officer | Sep 30, 2022 | Option exercise | +102,115 | – | – | 102,115 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| S. Donovitz Gary Affiliate | Aug 17, 2023 | 924,910 | $4.59M | Aug 17, 2023 | Business Combination Agreement via merger with Haymaker Acquisition Corp. |