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, Q1 2023
Institutional positions in Balchem Corp as of Mar 31, 2023. 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
- 283
- −6 vs. Q4 2022
- Shares held
- 28.6M
- +12.4K (0.0%) vs. Q4 2022
- Total value
- $3.59B
- +$97.9M (+2.8%) vs. Q4 2022
- New holders
- 24
- 117 more added
- Sold out
- 30
- 90 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | −32−100.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $253 | 0.00% | −4−66.7% | Reduced |
| Versant Capital Management, Inc | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $506 | 0.00% | −36−90.0% | Reduced |
| Disciplined Investments, LLC | 4 | $506 | 0.00% | −2−33.3% | Reduced |
| Glassman Wealth Services | 5 | $632 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $632 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $633 | 0.00% | −1−16.7% | Reduced |
| JNBA Financial Advisors | 8 | $1.01K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 9 | $1.14K | 0.00% | +9 | New |
| Steward Financial Group LLC | 19 | $2.00K | 0.00% | +11+137.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 16 | $2.02K | 0.00% | +16 | New |
| Schubert & Co | 17 | $2.15K | 0.00% | +1+6.3% | Added |
| IFP Advisors, Inc | 22 | $2.15K | 0.00% | −59−72.8% | Reduced |
| Global Retirement Partners, LLC | 20 | $2.62K | 0.00% | −7−25.9% | Reduced |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.16K | 0.00% | +2+8.7% | Added |
| Global Financial Private Client, LLC | 27 | $3.43K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 35 | $4.51K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 39 | $4.93K | 0.00% | +39 | New |
| Park Place Capital Corp | 42 | $5.31K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 45 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 44 | $6.00K | 0.00% | −5−10.2% | Reduced |
| Signaturefd, LLC | 53 | $6.70K | 0.00% | −1−1.9% | Reduced |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 58 | $7.33K | 0.00% | +26+81.3% | Added |
| JFS Wealth Advisors, LLC | 59 | $7.46K | 0.00% | −1−1.7% | Reduced |
| American National Bank | 66 | $8.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 72 | $9.11K | 0.00% | +72 | New |
| TCI Wealth Advisors, Inc. | 77 | $9.74K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 80 | $10.1K | 0.00% | −18−18.4% | Reduced |
| Private Trust Co NA | 83 | $10.5K | 0.00% | −5−5.7% | Reduced |
| Parkside Financial Bank & Trust | 102 | $12.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $13.0K | 0.00% | −7,400−98.7% | Reduced |
| Ci Investments Inc. | 101 | $13.0K | 0.00% | +9+9.8% | Added |
| McIlrath & Eck, LLC | 109 | $13.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 136 | $17.2K | 0.00% | +35+34.7% | Added |
| Intelligent Financial Strategies | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 151 | $19.0K | 0.00% | +18+13.5% | Added |
| Harbor Investment Advisory, LLC | 176 | $22.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 200 | $25.3K | 0.00% | −30−13.0% | Reduced |
| CWM, LLC | 261 | $33.0K | 0.00% | +4+1.6% | Added |
| Carolinas Wealth Consulting LLC | 277 | $35.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $41.7K | 0.00% | +14+4.4% | Added |
| Assetmark, Inc | 332 | $42.0K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $47.4K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $51.0K | 0.01% | +2+0.5% | Added |
| Archer Investment Corp | 401 | $51.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 421 | $53.0K | 0.01% | +258+158.3% | Added |
| Covestor Ltd | 441 | $56.0K | 0.05% | +125+39.6% | Added |
| Brown Brothers Harriman & Co | 500 | $63.2K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 502 | $63.5K | 0.00% | +15+3.1% | Added |
| Carolina Wealth Advisors, LLC | 548 | $69.3K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 556 | $70.3K | 0.00% | +12+2.2% | Added |
| Dark Forest Capital Management LP | 620 | $78.4K | 0.02% | +620 | New |
| Focused Wealth Management, Inc | 637 | $80.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 668 | $84.5K | 0.08% | +668 | New |
| Trivant Custom Portfolio Group, LLC | 670 | $84.7K | 0.06% | +670 | New |
| Huntington National Bank | 739 | $93.5K | 0.00% | +47+6.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 780 | $99.0K | 0.00% | +780 | New |
| Allworth Financial LP | 788 | $99.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 926 | $117.0K | 0.00% | +635+218.2% | Added |
| State of Wyoming | 1,045 | $132.2K | 0.04% | +23+2.3% | Added |
| Stephens Inc | 1,108 | $140.1K | 0.00% | +30+2.8% | Added |
| Quadrant Capital Group LLC | 1,227 | $155.2K | 0.02% | +375+44.0% | Added |
| HM Payson & Co | 1,525 | $192.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,591 | $201.2K | 0.00% | +1,591 | New |
| Brown Advisory Inc | 1,600 | $202.4K | 0.00% | +1,600 | New |
| Wellington Management Group LLP | 1,613 | $204.0K | 0.00% | −3,841−70.4% | Reduced |
| Man Group plc | – | $213.9K | 0.00% | – | New |
| Mercer Global Advisors Inc | 1,719 | $217.0K | 0.00% | +8+0.5% | Added |
| Metropolitan Life Insurance Co | 1,718 | $217.3K | 0.01% | −251−12.7% | Reduced |
| Lindenwold Advisors | 1,718 | $217.3K | 0.13% | +30+1.8% | Added |
| Sequoia Financial Advisors, LLC | 1,763 | $223.0K | 0.00% | +1,763 | New |
| Heritage Investors Management Corp | 1,800 | $228.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,844 | $233.2K | 0.01% | +62+3.5% | Added |
| Xponance, Inc. | 1,848 | $233.7K | 0.00% | +24+1.3% | Added |
| Mackenzie Financial Corp | 1,884 | $238.3K | 0.00% | +8+0.4% | Added |
| Portfolio Strategies, Inc. | 1,885 | $238.4K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,891 | $239.2K | 0.01% | −129−6.4% | Reduced |
| Cetera Advisor Networks LLC | 1,921 | $243.0K | 0.00% | −417−17.8% | Reduced |
| Shelton Capital Management | 1,936 | $244.9K | 0.01% | +44+2.3% | Added |
| Ashford Capital Management Inc | 1,941 | $245.5K | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 1,986 | $251.0K | 0.02% | +1,986 | New |
| Fifth Third Bancorp | 1,987 | $251.3K | 0.00% | −128−6.1% | Reduced |
| Mariner, LLC | 2,003 | $253.0K | 0.00% | +179+9.8% | Added |
| Creative Planning | 2,003 | $253.3K | 0.00% | +2,003 | New |
| Advisor Partners II, LLC | 2,038 | $257.8K | 0.01% | +272+15.4% | Added |
| Fractal Investments LLC | 2,100 | $265.6K | 0.06% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,168 | $274.2K | 0.03% | +222+11.4% | Added |
| Peapack Gladstone Financial Corp | 2,203 | $279.0K | 0.01% | −17−0.8% | Reduced |
| JustInvest LLC | 2,210 | $279.5K | 0.01% | +2,210 | New |
| KLR Investment Advisors, LLC | 2,234 | $282.6K | 0.25% | −104−4.4% | Reduced |
| Franklin Resources Inc | 2,246 | $284.1K | 0.00% | +94+4.4% | Added |
| ExodusPoint Capital Management, LP | 2,303 | $291.0K | 0.00% | +2,303 | New |
| Panagora Asset Management Inc | 2,327 | $294.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,498 | $315.9K | 0.01% | 00.0% | Unchanged |