Bio-Rad Laboratories, Inc. (BIO) shareholders
Close on Nov 13, 2026Market cap $9.92BP/E 9.8Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
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 |
|---|---|---|---|---|
| Norman D. Schwartz Joint filing with Alice N. Schwartz Revocable Trust (8.10%) | 3,228,922 | 14.60% | 13D (active) amendment | Sep 25, 2025 |
| Alice N. Schwartz Joint filing with Alice N. Schwartz Revocable Trust (8.00%) | 2,732,073 | 12.30% | 13D (active) amendment | May 1, 2025 |
| First Eagle Investment Management, LLC Joint filing with First Eagle Global Fund (8.50%) | 2,528,321 | 11.40% | 13G (passive) amendment | Jun 30, 2025 |
| The Vanguard Group - 23-1945930 | 1,907,640 | 8.37% | 13G (passive) amendment | Sep 30, 2024 |
| BlackRock, Inc. | 1,618,123 | 7.40% | 13G (passive) amendment | Sep 30, 2025 |
| Van Eck Associates Corporation 666 Third Ave. - 9th Floor, New York, New York 10017 | 1,306,473 | 5.73% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BIO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 5,212,438 | 24.05% | $1.53B | +2,609,666 | 1.27% |
| BlackRock, Inc. | 1,698,929 | 7.84% | $498.82M | +18,869 | 0.01% |
| Dimensional Fund Advisors LP | 944,548 | 4.36% | $277.33M | −144,775 | 0.05% |
| Vanguard Capital Management LLC | 826,972 | 3.81% | $242.81M | −4,193 | 0.01% |
| Ariel Investments, LLC | 816,751 | 3.77% | $239.81M | +30,790 | 2.39% |
| Vanguard Portfolio Management LLC | 816,198 | 3.77% | $239.64M | −12,988 | 0.01% |
| Earnest Partners LLC | 580,752 | 2.68% | $170.51M | −7,979 | 0.61% |
| State Street Corp | 571,762 | 2.64% | $167.88M | +12,192 | 0.00% |
| Bank Of America Corp /De/ | 490,412 | 2.26% | $143.99M | +45,455 | 0.01% |
| Assenagon Asset Management S.A. | 466,454 | 2.15% | $136.96M | +318,620 | 0.09% |
| Capital World Investors | 462,457 | 2.13% | $135.78M | +12,457 | 0.02% |
| Capital Research Global Investors | 443,483 | 2.05% | $130.21M | +57,904 | 0.02% |
| UBS Asset Management Americas Inc | 418,884 | 1.93% | $122.99M | −7,154 | 0.02% |
| First Pacific Advisors, LP | 401,861 | 1.85% | $117.99M | −5,497 | 1.46% |
| Geode Capital Management, LLC | 347,575 | 1.60% | $102.08M | −17,107 | 0.01% |
| Nomura Holdings Inc | 328,897 | 1.52% | $96.57M | +111,555 | 0.11% |
| UBS Group AG | 308,325 | 1.42% | $90.53M | −46,040 | 0.01% |
| Sei Investments Co | 273,377 | 1.26% | $80.26M | −14,535 | 0.07% |
| Barclays PLC | 267,634 | 1.23% | $78.58M | −11,201 | 0.02% |
| Deerfield Management Company, L.P. (Series C) | 226,070 | 1.04% | $66.38M | – | 0.69% |
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 | 398 | 22M | 100.0% | 61 / 114 | 154 / 51 | 5M | 2M |
| Q1 2026 | 394 | 20M | 92.2% | 62 / 144 | 99 / 61 | 5M | 3M |
| Q4 2025 | 399 | 20M | 91.1% | 59 / 106 | 148 / 51 | 2M | 2M |
| Q3 2025 | 397 | 20M | 90.2% | 64 / 120 | 140 / 47 | 2M | 2M |
| Q2 2025 | 384 | 19M | 89.2% | 53 / 114 | 169 / 100 | 3M | 3M |
| Q1 2025 | 435 | 19M | 89.9% | 68 / 136 | 165 / 83 | 3M | 2M |
| Q4 2024 | 457 | 19M | 86.7% | 81 / 148 | 147 / 56 | 1M | 2M |
| Q3 2024 | 439 | 19M | 89.9% | 70 / 132 | 170 / 68 | 5M | 4M |
| Q2 2024 | 440 | 20M | 91.7% | 60 / 135 | 180 / 80 | 3M | 2M |
| Q1 2024 | 465 | 19M | 88.1% | 54 / 170 | 165 / 70 | 3M | 2M |
| Q4 2023 | 484 | 19M | 86.9% | 87 / 164 | 172 / 64 | 3M | 3M |
| Q3 2023 | 468 | 19M | 86.7% | 59 / 146 | 181 / 58 | 2M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
360 funds held BIO in Q2 2026, 37% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BIO | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Global Fund | 1,878,739 | 8.67% | $611.49M | 0.80% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 881,719 | 4.07% | $258.88M | 0.27% | Jun 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 616,693 | 2.84% | $181.07M | 0.15% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 584,782 | 2.70% | $171.70M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 423,193 | 1.95% | $124.25M | 0.07% | Jun 30, 2026 |
| Ariel Fund | 349,270 | 1.61% | $102.55M | 3.54% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 291,328 | 1.34% | $94.82M | 0.49% | Jul 31, 2026 |
| MFS Mid Cap Growth Fund | 276,995 | 1.28% | $86.56M | 0.63% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 267,971 | 1.24% | $78.68M | 0.12% | Jun 30, 2026 |
| FPA Crescent Fund | 244,376 | 1.13% | $71.75M | 0.58% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 206,734 | 0.95% | $60.70M | 0.06% | Jun 30, 2026 |
| Fidelity Value Fund | 130,200 | 0.60% | $42.38M | 0.40% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 119,060 | 0.55% | $38.75M | 0.47% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 93,657 | 0.43% | $29.27M | 0.07% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 91,182 | 0.42% | $26.77M | 0.15% | 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 |
|---|---|---|---|---|
| Norman D. Schwartz | Chairman & CEO, Director, 10% owner | 7,696,966 | 35.51% | Sep 9, 2026 |
| James Barry | EVP, President, LSG | 625 | 0.00% | Nov 12, 2026 |
| Courtney C. Enloe | EVP, General Counsel & Sec | 750 | 0.00% | Nov 12, 2026 |
| Jonathan P. DiVincenzo | President & COO | 1,962 | 0.01% | Nov 12, 2026 |
| Sedat Evran | EVP, Global Supply Chain | 4,160 | 0.02% | Oct 22, 2026 |
| Eva Anette Engelhardt | EVP, President, CDG | 1,828 | 0.01% | Sep 9, 2026 |
| Roop Kalyan Lakkaraju | EVP, Chief Financial Officer | 4,151 | 0.02% | Sep 9, 2026 |
| Rajat Mehta | EVP, GBL Commercial Operations | 1,232 | 0.01% | Sep 9, 2026 |
| Colleen Corey | EVP, Global Human Resources | 19,550 | 0.09% | Sep 9, 2025 |
| Michael Crowley | EVP, GBL Commercial Operations | 8,171 | 0.04% | Mar 18, 2025 |
| Schwartz Allison | Director | 1,768 | 0.01% | Sep 9, 2026 |
| Melinda Litherland Pei | Director | 715 | 0.00% | Apr 23, 2026 |
| Jeffrey L. Edwards | Director | 715 | 0.00% | Apr 23, 2026 |
| Greg K. Hinckley | Director | 1,215 | 0.01% | Apr 23, 2026 |
| Arnold A. Pinkston | Director | 715 | 0.00% | Apr 23, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Courtney C. Enloe EVP, General Counsel & Sec | Nov 10, 2026 | Sale | −902 | $386.17 | $348.32K | 750 |
| Jonathan P. DiVincenzo President & COO | Nov 9, 2026 | Sale | −919 | $390.47 | $358.84K | 1,962 |
| James Barry EVP, President, LSG | Nov 9, 2026 | Sale | −1,400 | $385.63 | $539.88K | 625 |
| Jonathan P. DiVincenzo President & COO | Oct 24, 2026 | Tax withholding | −951 | $369.95 | $351.82K | 2,881 |
| Jonathan P. DiVincenzo President & COO | Oct 24, 2026 | Option exercise | +1,869 | – | – | 3,832 |
| Sedat Evran EVP, Global Supply Chain | Oct 20, 2026 | Tax withholding | −487 | $354.50 | $172.64K | 4,160 |
| Sedat Evran EVP, Global Supply Chain | Oct 20, 2026 | Option exercise | +1,044 | – | – | 4,647 |
| Courtney C. Enloe EVP, General Counsel & Sec | Sep 6, 2026 | Tax withholding | −305 | $386.11 | $117.76K | 1,652 |
| Courtney C. Enloe EVP, General Counsel & Sec | Sep 6, 2026 | Option exercise | +768 | – | – | 1,957 |
| Eva Anette Engelhardt EVP, President, CDG | Sep 6, 2026 | Tax withholding | −485 | $386.11 | $187.26K | 1,828 |
| Eva Anette Engelhardt EVP, President, CDG | Sep 6, 2026 | Option exercise | +1,152 | – | – | 2,313 |
| Schwartz Allison Director | Sep 6, 2026 | Option exercise | +92 | – | – | 1,768 |
| Schwartz Allison Director | Sep 6, 2026 | Tax withholding | −34 | $386.11 | $13.13K | 1,734 |
| James Barry EVP, President, LSG | Sep 6, 2026 | Tax withholding | −470 | $386.11 | $181.47K | 2,025 |
| James Barry EVP, President, LSG | Sep 6, 2026 | Option exercise | +1,056 | – | – | 2,495 |
| Sedat Evran EVP, Global Supply Chain | Sep 6, 2026 | Option exercise | +864 | – | – | 3,880 |
| Sedat Evran EVP, Global Supply Chain | Sep 6, 2026 | Tax withholding | −277 | $386.11 | $106.95K | 3,603 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Sep 6, 2026 | Tax withholding | −782 | $386.11 | $301.94K | 4,151 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Sep 6, 2026 | Option exercise | +1,536 | – | – | 4,933 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 6, 2026 | Tax withholding | −1,854 | $386.11 | $715.85K | 449,019 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 6, 2026 | Option exercise | +3,455 | – | – | 450,873 |
| Rajat Mehta EVP, GBL Commercial Operations | Sep 5, 2026 | Tax withholding | −504 | $386.11 | $194.60K | 1,232 |
| Rajat Mehta EVP, GBL Commercial Operations | Sep 5, 2026 | Option exercise | +1,370 | – | – | 1,736 |
| Rajat Mehta EVP, GBL Commercial Operations | Sep 5, 2026 | Tax withholding | −233 | $386.11 | $89.96K | 366 |
| Rajat Mehta EVP, GBL Commercial Operations | Sep 5, 2026 | Option exercise | +456 | – | – | 599 |
| Courtney C. Enloe EVP, General Counsel & Sec | Sep 5, 2026 | Tax withholding | −246 | $386.11 | $94.98K | 1,189 |
| Courtney C. Enloe EVP, General Counsel & Sec | Sep 5, 2026 | Option exercise | +685 | – | – | 1,435 |
| Eva Anette Engelhardt EVP, President, CDG | Sep 5, 2026 | Tax withholding | −369 | $386.11 | $142.47K | 1,161 |
| Eva Anette Engelhardt EVP, President, CDG | Sep 5, 2026 | Option exercise | +1,027 | – | – | 1,530 |
| Schwartz Allison Director | Sep 5, 2026 | Tax withholding | −82 | $386.11 | $31.66K | 1,676 |
| Schwartz Allison Director | Sep 5, 2026 | Option exercise | +228 | – | – | 1,758 |
| James Barry EVP, President, LSG | Sep 5, 2026 | Option exercise | +1,027 | – | – | 1,808 |
| James Barry EVP, President, LSG | Sep 5, 2026 | Tax withholding | −369 | $386.11 | $142.47K | 1,439 |
| Sedat Evran EVP, Global Supply Chain | Sep 5, 2026 | Option exercise | +1,027 | – | – | 3,345 |
| Sedat Evran EVP, Global Supply Chain | Sep 5, 2026 | Tax withholding | −329 | $386.11 | $127.03K | 3,016 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Sep 5, 2026 | Option exercise | +1,370 | – | – | 3,956 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Sep 5, 2026 | Tax withholding | −559 | $386.11 | $215.84K | 3,397 |
| Jonathan P. DiVincenzo President & COO | Sep 5, 2026 | Option exercise | +1,712 | – | – | 2,631 |
| Jonathan P. DiVincenzo President & COO | Sep 5, 2026 | Tax withholding | −668 | $386.11 | $257.92K | 1,963 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 5, 2026 | Option exercise | +4,109 | – | – | 450,294 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 5, 2026 | Tax withholding | −2,876 | $386.11 | $1.11M | 447,418 |
| James Barry EVP, President, LSG | Sep 1, 2026 | Tax withholding | −154 | $380.96 | $58.67K | 781 |
| James Barry EVP, President, LSG | Sep 1, 2026 | Option exercise | +425 | – | – | 935 |
| Schwartz Allison Director | Sep 1, 2026 | Option exercise | +117 | – | – | 1,573 |
| Schwartz Allison Director | Sep 1, 2026 | Tax withholding | −43 | $380.96 | $16.38K | 1,530 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 1, 2026 | Tax withholding | −2,336 | $380.96 | $889.92K | 446,185 |
| Norman D. Schwartz Chairman & CEO, Director, 10% owner | Sep 1, 2026 | Option exercise | +5,087 | – | – | 448,521 |
| Eva Anette Engelhardt EVP, President, CDG | Jul 25, 2026 | Option exercise | +246 | – | – | 592 |
| Eva Anette Engelhardt EVP, President, CDG | Jul 25, 2026 | Tax withholding | −89 | $314.46 | $27.99K | 503 |
| Eva Anette Engelhardt EVP, President, CDG | May 11, 2026 | Sale | −550 | $246.54 | $135.60K | 346 |
| Courtney C. Enloe EVP, General Counsel & Sec | Apr 24, 2026 | Tax withholding | −77 | $287.84 | $22.16K | 750 |
| Courtney C. Enloe EVP, General Counsel & Sec | Apr 24, 2026 | Option exercise | +186 | – | – | 827 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Apr 24, 2026 | Tax withholding | −420 | $287.84 | $120.89K | 2,564 |
| Roop Kalyan Lakkaraju EVP, Chief Financial Officer | Apr 24, 2026 | Option exercise | +1,078 | – | – | 2,984 |
| Melinda Litherland Pei Director | Apr 21, 2026 | Option exercise | +407 | – | – | 715 |
| Jeffrey L. Edwards Director | Apr 21, 2026 | Option exercise | +407 | – | – | 715 |
| Greg K. Hinckley Director | Apr 21, 2026 | Option exercise | +407 | – | – | 1,215 |
| Arnold A. Pinkston Director | Apr 21, 2026 | Option exercise | +407 | – | – | 715 |
| James Barry EVP, President, LSG | Nov 6, 2025 | Sale | −699.87 | $306.18 | $214.29K | 510 |
| Jonathan P. DiVincenzo President & COO | Oct 24, 2025 | Option exercise | +1,869 | – | – | 1,869 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Bio-Rad Laboratories's stock actually held short. Settlement fails (shares not delivered on time) peaked at 17,170 shares on Aug 25, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Courtney C. Enloe Officer | Nov 10, 2026 | 902 | $348.32K | Nov 10, 2026 | Restricted Stock |
| Jonathan P. DiVincenzo Officer | Nov 9, 2026 | 919 | $358.84K | Nov 9, 2026 | Restricted Stock |
| James Barry Officer | Nov 9, 2026 | 1,400 | $539.88K | Nov 9, 2026 | Restricted Stock |
| Alles Institute for Medical Research Corp Director, 10% Stockholder | May 28, 2026 | 700 | $219.30K | May 28, 2026 | Donation |
| Eva Anette Engelhardt Officer | May 11, 2026 | 550 | $135.60K | May 11, 2026 | Restricted Stock |
| Michael Crowley Officer | Dec 2, 2025 | 776 | $247.98K | Dec 2, 2025 | Restricted Stock |
| Alles Institute for Medical Research Corp Director, 10% Stockholder | Nov 18, 2025 | 760 | $228.79K | Nov 18, 2025 | Donation |
| James Barry Officer | Nov 6, 2025 | 701 | $214.63K | Nov 6, 2025 | Restricted Stock |
| Michael Crowley Officer | Aug 5, 2025 | 1,488 | $410.57K | Aug 5, 2025 | Restricted Stock |
| Michael Crowley Officer | Mar 13, 2025 | 3,000 | $780.00K | Mar 13, 2025 | STOCK OPTION EXERCISE |
| Alles Institute for Medical Research Corp Director, 10% Stockholder | Mar 11, 2025 | 410 | $101.54K | Mar 11, 2025 | Donation |
| Andrew J. Last Officer | Nov 6, 2024 | 3,000 | $1.12M | Nov 6, 2024 | RESTRICTED STOCK |
| Andrew J. Last Officer | Sep 12, 2024 | 1,600 | $514.50K | Sep 12, 2024 | RESTRICTED STOCK |
| Andrew J. Last Officer | Sep 6, 2024 | 3,000 | $989.82K | Sep 6, 2024 | STOCK OPTION EXERCISE |
| James Barry Officer | Sep 4, 2024 | 623 | $205.90K | Sep 4, 2024 | RESTRICTED STOCK |
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