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 2023
Institutional positions in Balchem Corp as of Jun 30, 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
- 281
- −2 vs. Q1 2023
- Shares held
- 28.7M
- +91.9K (+0.3%) vs. Q1 2023
- Total value
- $3.84B
- +$247.0M (+6.9%) vs. Q1 2023
- New holders
- 20
- 101 more added
- Sold out
- 22
- 102 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $539 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 4 | $540 | 0.00% | −1−20.0% | Reduced |
| Glassman Wealth Services | 5 | $674 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $674 | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 6 | $809 | 0.00% | +4+200.0% | Added |
| Abound Wealth Management | 6 | $809 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 6 | $809 | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.08K | 0.00% | +4+100.0% | Added |
| Lindbrook Capital, LLC | 9 | $1.21K | 0.00% | +4+80.0% | Added |
| IFP Advisors, Inc | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $2.30K | 0.00% | −3−15.0% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $2.97K | 0.00% | −37−62.7% | Reduced |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.37K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $5.26K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $5.66K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 43 | $5.80K | 0.00% | +43 | New |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $7.01K | 0.00% | −57−52.3% | Reduced |
| Signaturefd, LLC | 57 | $7.68K | 0.00% | +4+7.5% | Added |
| American National Bank | 66 | $8.90K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $10.0K | 0.01% | −364−82.5% | Reduced |
| Bessemer Group Inc | 70 | $10.0K | 0.00% | +26+59.1% | Added |
| Leonteq Securities AG | 80 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 83 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 96 | $12.9K | 0.00% | +96 | New |
| Ci Investments Inc. | 95 | $13.0K | 0.00% | −6−5.9% | Reduced |
| Parkside Financial Bank & Trust | 102 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $14.7K | 0.00% | +64+142.2% | Added |
| Proequities, Inc. | 126 | $17.0K | 0.00% | +68+117.2% | Added |
| Ronald Blue Trust, Inc. | 139 | $18.0K | 0.00% | −12−7.9% | Reduced |
| Massmutual Trust Co FSB | 137 | $18.5K | 0.00% | +1+0.7% | Added |
| Intelligent Financial Strategies | 150 | $20.2K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 168 | $22.6K | 0.00% | +168 | New |
| Harbor Investment Advisory, LLC | 176 | $23.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 210 | $28.3K | 0.00% | +10+5.0% | Added |
| Carolinas Wealth Consulting LLC | 277 | $37.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $44.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 332 | $44.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 331 | $45.0K | 0.00% | +70+26.8% | Added |
| Perritt Capital Management Inc | 375 | $50.6K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 401 | $54.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $55.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $67.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 502 | $67.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 548 | $73.9K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 607 | $81.8K | 0.00% | −319−34.4% | Reduced |
| Focused Wealth Management, Inc | 637 | $85.9K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 668 | $90.1K | 0.08% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 766 | $103.0K | 0.00% | −14−1.8% | Reduced |
| Quadrant Capital Group LLC | 781 | $105.3K | 0.01% | −446−36.3% | Reduced |
| Allworth Financial LP | 788 | $106.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $108.0K | 0.01% | +700+700.0% | Added |
| Huntington National Bank | 819 | $110.4K | 0.00% | +80+10.8% | Added |
| Benjamin Edwards Inc | 892 | $120.0K | 0.03% | +471+111.9% | Added |
| Stephens Inc | 1,089 | $146.8K | 0.00% | −19−1.7% | Reduced |
| State of Wyoming | 1,323 | $178.4K | 0.05% | +278+26.6% | Added |
| HighTower Advisors, LLC | 1,488 | $200.0K | 0.00% | +1,488 | New |
| Raymond James Trust N.A. | 1,487 | $201.0K | 0.01% | +1,487 | New |
| Man Group plc | 1,491 | $201.0K | 0.00% | – | – |
| Mission Wealth Management, LP | 1,496 | $201.7K | 0.01% | +1,496 | New |
| Franklin Resources Inc | 1,523 | $205.3K | 0.00% | −723−32.2% | Reduced |
| HM Payson & Co | 1,525 | $205.6K | 0.00% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,585 | $213.7K | 0.01% | +1,585 | New |
| Brown Advisory Inc | 1,600 | $215.7K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,628 | $219.5K | 0.13% | −90−5.2% | Reduced |
| Metropolitan Life Insurance Co | 1,748 | $235.6K | 0.01% | +30+1.7% | Added |
| Evergreen Capital Management LLC | 1,749 | $235.8K | 0.01% | +1,749 | New |
| Shelton Capital Management | 1,794 | $241.8K | 0.01% | −142−7.3% | Reduced |
| Heritage Investors Management Corp | 1,800 | $243.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 1,808 | $244.0K | 0.00% | +89+5.2% | Added |
| Mariner, LLC | 1,873 | $252.6K | 0.00% | −130−6.5% | Reduced |
| Xponance, Inc. | 1,882 | $253.7K | 0.00% | +34+1.8% | Added |
| Portfolio Strategies, Inc. | 1,885 | $254.1K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,896 | $255.1K | 0.00% | +12+0.6% | Added |
| Profund Advisors LLC | 1,900 | $256.1K | 0.01% | +9+0.5% | Added |
| Truist Financial Corp | 1,927 | $259.8K | 0.00% | +336+21.1% | Added |
| Fifth Third Bancorp | 1,938 | $261.3K | 0.00% | −49−2.5% | Reduced |
| Ashford Capital Management Inc | 1,941 | $261.7K | 0.04% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,006 | $270.4K | 0.22% | −228−10.2% | Reduced |
| Advisor Partners II, LLC | 2,008 | $270.7K | 0.01% | −30−1.5% | Reduced |
| Brinker Capital Investments, LLC | 2,012 | $271.2K | 0.00% | −1,115−35.7% | Reduced |
| Orion Portfolio Solutions, LLC | 2,012 | $271.2K | 0.00% | −1,115−35.7% | Reduced |
| First Republic Investment Management, Inc. | 2,066 | $278.6K | 0.00% | −1,042−33.5% | Reduced |
| Graham Capital Management, L.P. | 2,096 | $282.6K | 0.01% | −4,739−69.3% | Reduced |
| Fractal Investments LLC | 2,100 | $283.1K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 2,124 | $286.3K | 0.00% | −16,947−88.9% | Reduced |
| Inceptionr LLC | 2,179 | $293.8K | 0.16% | +2,179 | New |
| HSBC Holdings PLC | 2,216 | $298.5K | 0.00% | +2,216 | New |
| Peapack Gladstone Financial Corp | 2,226 | $300.0K | 0.01% | +23+1.0% | Added |
| JustInvest LLC | 2,230 | $300.6K | 0.01% | +20+0.9% | Added |
| Sequoia Financial Advisors, LLC | 2,271 | $306.2K | 0.01% | +508+28.8% | Added |
| Panagora Asset Management Inc | 2,327 | $313.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 2,330 | $314.1K | 0.00% | +327+16.3% | Added |
| CWM Advisors, LLC | 2,353 | $317.2K | 0.04% | +185+8.5% | Added |