Balchem Corp
BCPC- Exchange
- Nasdaq
- Industry
- Chemicals & Allied Products
- SEC CIK
- 0000009326
No open-market purchases or sales by Balchem Corp insiders were filed in the last 90 days; 418 institutions reported holding it in 13F filings for Q2 2026, worth $4.89B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Balchem Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 257
- +1 vs. Q1 2021
- Shares held
- 28.5M
- +199.9K (+0.7%) vs. Q1 2021
- Total value
- $3.71B
- +$173.2M (+4.9%) vs. Q1 2021
- New holders
- 19
- 89 more added
- Sold out
- 18
- 92 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BCPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 418 | $4.89B |
| Q1 2026 | 427 | $4.84B |
| Q4 2025 | 411 | $4.38B |
| Q3 2025 | 408 | $4.30B |
| Q2 2025 | 397 | $4.61B |
| Q1 2025 | 382 | $4.81B |
| Q4 2024 | 359 | $4.74B |
| Q3 2024 | 358 | $5.09B |
| Q2 2024 | 334 | $4.44B |
| Q1 2024 | 320 | $4.50B |
| Q4 2023 | 292 | $4.27B |
| Q3 2023 | 293 | $3.55B |
| Q2 2023 | 281 | $3.84B |
| Q1 2023 | 283 | $3.59B |
| Q4 2022 | 292 | $3.52B |
| Q3 2022 | 278 | $3.53B |
| Q2 2022 | 283 | $3.71B |
| Q1 2022 | 299 | $3.85B |
| Q4 2021 | 293 | $4.80B |
| Q3 2021 | 269 | $4.14B |
| Q2 2021 | 257 | $3.71B |
| Q1 2021 | 256 | $3.54B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1,087 | $143.0K | 0.00% | −1,013−48.2% | Reduced |
| Stephens Inc | 1,067 | $140.0K | 0.00% | +34+3.3% | Added |
| Heritage Wealth Management, LLC | 854 | $112.0K | 0.04% | +302+54.7% | Added |
| BBVA USA | 850 | $111.0K | 0.01% | +850 | New |
| First Horizon Advisors, Inc. | 819 | $107.0K | 0.01% | −67−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 659 | $87.0K | 0.00% | +83+14.4% | Added |
| Archer Investment Corp | 626 | $82.2K | 0.03% | +180+40.4% | Added |
| Sutton Wealth Advisors Inc. | 600 | $78.8K | 0.03% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 548 | $72.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 531 | $69.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $66.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 497 | $65.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 438 | $57.0K | 0.00% | +8+1.9% | Added |
| Assetmark, Inc | 434 | $57.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 404 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 372 | $49.0K | 0.00% | +145+63.9% | Added |
| Cullen/Frost Bankers, Inc. | 303 | $40.0K | 0.00% | +303 | New |
| Enterprise Financial Services Corp | 250 | $33.0K | 0.01% | +250 | New |
| Private Capital Group, LLC | 246 | $32.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 220 | $28.9K | 0.00% | +86+64.2% | Added |
| Carolinas Wealth Consulting LLC | 210 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 200 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 190 | $25.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 189 | $24.8K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 163 | $21.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 150 | $20.0K | 0.00% | −6−3.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 108 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 109 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 107 | $14.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 108 | $14.0K | 0.00% | +13+13.7% | Added |
| Sageworth Trust Co | 110 | $14.0K | 0.00% | +110 | New |
| Parkside Financial Bank & Trust | 99 | $13.0K | 0.00% | +7+7.6% | Added |
| Liberty Wealth Management LLC | 92 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 87 | $11.0K | 0.00% | +87 | New |
| Baldrige Asset Management LLC | 75 | $10.0K | 0.00% | +75 | New |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $6.00K | 0.00% | −11−20.4% | Reduced |
| Bessemer Group Inc | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 47 | $6.00K | 0.00% | +47 | New |
| Leonteq Securities AG | 44 | $5.78K | 0.00% | +8+22.2% | Added |
| JFS Wealth Advisors, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $5.00K | 0.00% | +7+25.0% | Added |
| Tarbox Family Office, Inc. | 33 | $4.00K | 0.00% | −8−19.5% | Reduced |
| IFP Advisors, Inc | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 16 | $2.10K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 16 | $2.00K | 0.00% | −8−33.3% | Reduced |
| Eagle Bay Advisors LLC | 8 | $2.00K | 0.00% | +8 | New |
| Berman Capital Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | −12−80.0% | Reduced |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −9,526−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,646−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −633−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Lenox Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |