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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 1,900 | $256.1K | 0.01% | +9+0.5% | Added |
| Mackenzie Financial Corp | 1,896 | $255.1K | 0.00% | +12+0.6% | Added |
| Portfolio Strategies, Inc. | 1,885 | $254.1K | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 1,882 | $253.7K | 0.00% | +34+1.8% | Added |
| Mariner, LLC | 1,873 | $252.6K | 0.00% | −130−6.5% | Reduced |
| Mercer Global Advisors Inc | 1,808 | $244.0K | 0.00% | +89+5.2% | Added |
| Heritage Investors Management Corp | 1,800 | $243.0K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 1,794 | $241.8K | 0.01% | −142−7.3% | Reduced |
| Evergreen Capital Management LLC | 1,749 | $235.8K | 0.01% | +1,749 | New |
| Metropolitan Life Insurance Co | 1,748 | $235.6K | 0.01% | +30+1.7% | Added |
| Lindenwold Advisors | 1,628 | $219.5K | 0.13% | −90−5.2% | Reduced |
| Brown Advisory Inc | 1,600 | $215.7K | 0.00% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,585 | $213.7K | 0.01% | +1,585 | New |
| HM Payson & Co | 1,525 | $205.6K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,523 | $205.3K | 0.00% | −723−32.2% | Reduced |
| Mission Wealth Management, LP | 1,496 | $201.7K | 0.01% | +1,496 | New |
| Man Group plc | 1,491 | $201.0K | 0.00% | – | – |
| Raymond James Trust N.A. | 1,487 | $201.0K | 0.01% | +1,487 | New |
| HighTower Advisors, LLC | 1,488 | $200.0K | 0.00% | +1,488 | New |
| State of Wyoming | 1,323 | $178.4K | 0.05% | +278+26.6% | Added |
| Stephens Inc | 1,089 | $146.8K | 0.00% | −19−1.7% | Reduced |
| Benjamin Edwards Inc | 892 | $120.0K | 0.03% | +471+111.9% | Added |
| Huntington National Bank | 819 | $110.4K | 0.00% | +80+10.8% | Added |
| Aquatic Capital Management LLC | 800 | $108.0K | 0.01% | +700+700.0% | Added |
| Allworth Financial LP | 788 | $106.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 781 | $105.3K | 0.01% | −446−36.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 766 | $103.0K | 0.00% | −14−1.8% | Reduced |
| ZRC Wealth Management, LLC | 668 | $90.1K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 637 | $85.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 607 | $81.8K | 0.00% | −319−34.4% | Reduced |
| Carolina Wealth Advisors, LLC | 548 | $73.9K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 502 | $67.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 500 | $67.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $55.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 401 | $54.1K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $50.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 331 | $45.0K | 0.00% | +70+26.8% | Added |
| Assetmark, Inc | 332 | $44.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $44.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 277 | $37.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 210 | $28.3K | 0.00% | +10+5.0% | Added |
| Harbor Investment Advisory, LLC | 176 | $23.7K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 168 | $22.6K | 0.00% | +168 | New |
| Intelligent Financial Strategies | 150 | $20.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 137 | $18.5K | 0.00% | +1+0.7% | Added |
| Ronald Blue Trust, Inc. | 139 | $18.0K | 0.00% | −12−7.9% | Reduced |
| Proequities, Inc. | 126 | $17.0K | 0.00% | +68+117.2% | Added |
| Parallel Advisors, LLC | 109 | $14.7K | 0.00% | +64+142.2% | Added |
| Parkside Financial Bank & Trust | 102 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 95 | $13.0K | 0.00% | −6−5.9% | Reduced |
| Pacer Advisors, Inc. | 96 | $12.9K | 0.00% | +96 | New |
| Private Trust Co NA | 83 | $11.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 80 | $10.8K | 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 |
| American National Bank | 66 | $8.90K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 57 | $7.68K | 0.00% | +4+7.5% | Added |
| McIlrath & Eck, LLC | 52 | $7.01K | 0.00% | −57−52.3% | Reduced |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 43 | $5.80K | 0.00% | +43 | New |
| Park Place Capital Corp | 42 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $5.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $3.37K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $2.97K | 0.00% | −37−62.7% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $2.53K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $2.30K | 0.00% | −3−15.0% | Reduced |
| IFP Advisors, Inc | 22 | $2.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 9 | $1.21K | 0.00% | +4+80.0% | Added |
| 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 |
| 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 |
| Glassman Wealth Services | 5 | $674 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $674 | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 4 | $540 | 0.00% | −1−20.0% | Reduced |
| Versant Capital Management, Inc | 4 | $539 | 0.00% | +1+33.3% | Added |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,439−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −6,147−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,483−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −556−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |