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, Q4 2022
Institutional positions in Balchem Corp as of Dec 31, 2022. 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
- 292
- +19 vs. Q3 2022
- Shares held
- 28.8M
- +55.2K (+0.2%) vs. Q3 2022
- Total value
- $3.52B
- +$15.5M (+0.4%) vs. Q3 2022
- New holders
- 36
- 103 more added
- Sold out
- 17
- 96 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $0 | 0.00% | +17 | New |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 3 | $366 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $611 | 0.00% | −15−75.0% | Reduced |
| Glassman Wealth Services | 5 | $611 | 0.00% | −1−16.7% | Reduced |
| Disciplined Investments, LLC | 6 | $733 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $733 | 0.00% | +2+50.0% | Added |
| AdvisorNet Financial, Inc | 6 | $733 | 0.00% | +6 | New |
| Advisory Services Network, LLC | 6 | $733 | 0.00% | +6 | New |
| Concord Wealth Partners | 7 | $855 | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 8 | $977 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $1.22K | 0.00% | −1−9.1% | Reduced |
| Accurate Wealth Management, LLC | 11 | $1.36K | 0.00% | +11 | New |
| Schubert & Co | 16 | $1.95K | 0.00% | −2−11.1% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $2.81K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | −6−21.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 26 | $3.17K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $3.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 32 | $3.91K | 0.00% | +16+100.0% | Added |
| Proequities, Inc. | 32 | $3.93K | 0.00% | +2+6.7% | Added |
| Bell Investment Advisors, Inc | 40 | $4.88K | 0.00% | +4+11.1% | Added |
| Park Place Capital Corp | 42 | $5.00K | 0.00% | +42 | New |
| Parallel Advisors, LLC | 45 | $5.50K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 49 | $6.00K | 0.00% | −112−69.6% | Reduced |
| Simplex Trading, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Signaturefd, LLC | 54 | $6.59K | 0.00% | −45−45.5% | Reduced |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $7.33K | 0.00% | 00.0% | Unchanged |
| American National Bank | 66 | $8.00K | 0.00% | +66 | New |
| TCI Wealth Advisors, Inc. | 77 | $9.40K | 0.00% | −194−71.6% | Reduced |
| Ci Investments Inc. | 92 | $11.0K | 0.00% | −50−35.2% | Reduced |
| Private Trust Co NA | 88 | $11.0K | 0.00% | +5+6.0% | Added |
| Leonteq Securities AG | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 100 | $12.2K | 0.02% | +100 | New |
| Parkside Financial Bank & Trust | 102 | $12.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 81 | $13.0K | 0.00% | +5+6.6% | Added |
| McIlrath & Eck, LLC | 109 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 128 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 133 | $16.0K | 0.00% | +67+101.5% | Added |
| Comerica Securities,inc. | 135 | $16.6K | 0.00% | +135 | New |
| Intelligent Financial Strategies | 150 | $18.4K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 163 | $20.0K | 0.01% | +163 | New |
| Harbor Investment Advisory, LLC | 176 | $21.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 230 | $28.1K | 0.00% | +30+15.0% | Added |
| CWM, LLC | 257 | $31.0K | 0.00% | +45+21.2% | Added |
| Carolinas Wealth Consulting LLC | 277 | $34.0K | 0.01% | +3+1.1% | Added |
| Tower Research Capital LLC (TRC) | 291 | $36.0K | 0.00% | −4,239−93.6% | Reduced |
| Umb Bank N A | 316 | $39.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 316 | $39.0K | 0.03% | +316 | New |
| GWM Advisors LLC | 324 | $39.6K | 0.00% | +324 | New |
| Assetmark, Inc | 332 | $40.5K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $45.8K | 0.03% | +375 | New |
| Archer Investment Corp | 401 | $49.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 403 | $49.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 456 | $55.7K | 0.02% | +456 | New |
| One Wealth Advisors, LLC | 464 | $56.7K | 0.01% | +464 | New |
| First Horizon Advisors, Inc. | 487 | $59.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $61.1K | 0.00% | −30−5.7% | Reduced |
| Belpointe Asset Management LLC | 544 | $66.4K | 0.00% | +544 | New |
| Carolina Wealth Advisors, LLC | 548 | $67.0K | 0.04% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 578 | $70.6K | 0.51% | +578 | New |
| Focused Wealth Management, Inc | 637 | $77.8K | 0.02% | +621+3,881.3% | Added |
| Point72 Middle East FZE | 689 | $84.1K | 0.01% | +689 | New |
| Huntington National Bank | 692 | $84.5K | 0.00% | −5−0.7% | Reduced |
| Sutton Wealth Advisors Inc. | 728 | $88.9K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 788 | $96.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 852 | $104.0K | 0.01% | −141−14.2% | Reduced |
| Amundi | 940 | $118.6K | 0.00% | −320−25.4% | Reduced |
| State of Wyoming | 1,022 | $124.8K | 0.04% | +36+3.7% | Added |
| Stephens Inc | 1,078 | $131.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,388 | $169.5K | 0.00% | −137−9.0% | Reduced |
| HM Payson & Co | 1,525 | $186.2K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,688 | $206.1K | 0.14% | +15+0.9% | Added |
| Mercer Global Advisors Inc | 1,711 | $209.0K | 0.00% | −108−5.9% | Reduced |
| Park Avenue Securities LLC | 1,753 | $214.0K | 0.00% | +17+1.0% | Added |
| Advisor Partners II, LLC | 1,766 | $215.6K | 0.01% | −70−3.8% | Reduced |
| PEAK6 Investments LLC | 1,782 | $217.6K | 0.01% | +604+51.3% | Added |
| Heritage Investors Management Corp | 1,800 | $220.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,821 | $222.4K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 1,824 | $222.7K | 0.00% | +38+2.1% | Added |
| Mariner, LLC | 1,824 | $223.0K | 0.00% | +40+2.2% | Added |
| Virtus Investment Advisers, Inc. | 1,835 | $224.1K | 0.15% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,876 | $229.1K | 0.00% | −92−4.7% | Reduced |
| Portfolio Strategies, Inc. | 1,885 | $230.2K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 1,892 | $231.0K | 0.02% | −147−7.2% | Reduced |
| Ashford Capital Management Inc | 1,941 | $237.0K | 0.04% | −25−1.3% | Reduced |
| CWM Advisors, LLC | 1,946 | $237.6K | 0.03% | +227+13.2% | Added |
| Metropolitan Life Insurance Co | 1,969 | $240.4K | 0.01% | +49+2.6% | Added |
| Virtu Financial LLC | 2,001 | $244.0K | 0.03% | +2,001 | New |
| Profund Advisors LLC | 2,020 | $246.7K | 0.02% | −201−9.0% | Reduced |
| Fractal Investments LLC | 2,100 | $256.4K | 0.06% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,115 | $258.3K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 2,152 | $262.8K | 0.00% | +4+0.2% | Added |
| Peapack Gladstone Financial Corp | 2,220 | $271.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 2,327 | $284.1K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 2,338 | $285.5K | 0.00% | +2,338 | New |