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, Q3 2023
Institutional positions in Balchem Corp as of Sep 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
- 293
- +13 vs. Q2 2023
- Shares held
- 28.6M
- −69.8K (−0.2%) vs. Q2 2023
- Total value
- $3.55B
- −$284.7M (−7.4%) vs. Q2 2023
- New holders
- 32
- 104 more added
- Sold out
- 19
- 105 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $248 | 0.00% | −3−60.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $373 | 0.00% | −5−62.5% | Reduced |
| Lindbrook Capital, LLC | 4 | $496 | 0.00% | −5−55.6% | Reduced |
| Versant Capital Management, Inc | 4 | $496 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $621 | 0.00% | +1+25.0% | Added |
| American National Bank | 6 | $744 | 0.00% | −60−90.9% | Reduced |
| Abound Wealth Management | 6 | $745 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $868 | 0.00% | +1+16.7% | Added |
| Farther Finance Advisors, LLC | 8 | $992 | 0.00% | +2+33.3% | Added |
| JNBA Financial Advisors | 8 | $993 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $1.24K | 0.00% | +10 | New |
| Grove Bank & Trust | 10 | $1.24K | 0.00% | +10 | New |
| Authentikos Wealth Advisory, LLC | 14 | $1.74K | 0.00% | +14 | New |
| Steward Financial Group LLC | 19 | $2.00K | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 17 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 21 | $2.60K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $2.98K | 0.00% | −1−4.0% | Reduced |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $3.23K | 0.00% | +26 | New |
| Global Financial Private Client, LLC | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $4.84K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $5.21K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 48 | $5.95K | 0.00% | +5+11.6% | Added |
| McIlrath & Eck, LLC | 52 | $6.45K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 71 | $8.00K | 0.00% | +1+1.4% | Added |
| Covestor Ltd | 76 | $9.00K | 0.01% | −1−1.3% | Reduced |
| Signaturefd, LLC | 74 | $9.18K | 0.00% | +17+29.8% | Added |
| Leonteq Securities AG | 80 | $9.92K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 83 | $10.3K | 0.00% | −26−23.9% | Reduced |
| Private Trust Co NA | 83 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 94 | $12.0K | 0.00% | −1−1.1% | Reduced |
| Parkside Financial Bank & Trust | 102 | $12.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $15.5K | 0.00% | −1−0.8% | Reduced |
| Massmutual Trust Co FSB | 137 | $17.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 138 | $17.1K | 0.00% | +138 | New |
| Catalyst Capital Advisors LLC | 138 | $17.1K | 0.00% | +138 | New |
| Ronald Blue Trust, Inc. | 133 | $18.0K | 0.00% | −6−4.3% | Reduced |
| Pacer Advisors, Inc. | 149 | $18.5K | 0.00% | +53+55.2% | Added |
| Intelligent Financial Strategies | 150 | $18.6K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 155 | $19.2K | 0.02% | +155 | New |
| Northwestern Mutual Wealth Management Co | 200 | $24.8K | 0.00% | −10−4.8% | Reduced |
| Carolinas Wealth Consulting LLC | 236 | $27.4K | 0.01% | −41−14.8% | Reduced |
| Operose Advisors LLC | 248 | $30.8K | 0.01% | +248 | New |
| CWM, LLC | 320 | $40.0K | 0.00% | −11−3.3% | Reduced |
| Umb Bank N A | 330 | $40.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 332 | $41.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $46.5K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 401 | $49.7K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $50.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 432 | $53.6K | 0.00% | −70−13.9% | Reduced |
| Carolina Wealth Advisors, LLC | 548 | $68.0K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 637 | $79.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 668 | $82.9K | 0.07% | 00.0% | Unchanged |
| KBC Group NV | 757 | $94.0K | 0.00% | −1,727−69.5% | Reduced |
| Huntington National Bank | 794 | $98.5K | 0.00% | −25−3.1% | Reduced |
| Allworth Financial LP | 809 | $100.3K | 0.00% | +21+2.7% | Added |
| Stephens Inc | 1,047 | $129.9K | 0.00% | −42−3.9% | Reduced |
| Quadrant Capital Group LLC | 1,079 | $133.8K | 0.01% | +298+38.2% | Added |
| Quantbot Technologies LP | 1,194 | $148.1K | 0.01% | −1,464−55.1% | Reduced |
| Benjamin Edwards Inc | 1,340 | $166.0K | 0.04% | +448+50.2% | Added |
| HM Payson & Co | 1,525 | $189.2K | 0.00% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,653 | $205.0K | 0.01% | +68+4.3% | Added |
| Lindenwold Advisors | 1,658 | $205.7K | 0.13% | +30+1.8% | Added |
| Heritage Investors Management Corp | 1,800 | $223.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,811 | $224.6K | 0.01% | −89−4.7% | Reduced |
| Argent Capital Management LLC | 1,827 | $226.6K | 0.01% | +1,827 | New |
| Metropolitan Life Insurance Co | 1,842 | $228.5K | 0.01% | +94+5.4% | Added |
| American Century Companies Inc | 1,846 | $229.0K | 0.00% | +1,846 | New |
| Mackenzie Financial Corp | 1,896 | $233.2K | 0.00% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,885 | $233.8K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,894 | $234.9K | 0.05% | +571+43.2% | Added |
| Xponance, Inc. | 1,896 | $235.2K | 0.00% | +14+0.7% | Added |
| Jump Financial, LLC | 1,905 | $236.3K | 0.01% | −2,549−57.2% | Reduced |
| Evergreen Capital Management LLC | 1,905 | $236.3K | 0.01% | +156+8.9% | Added |
| Brinker Capital Investments, LLC | 1,917 | $237.8K | 0.00% | −95−4.7% | Reduced |
| Orion Portfolio Solutions, LLC | 1,917 | $237.8K | 0.00% | −95−4.7% | Reduced |
| Ashford Capital Management Inc | 1,941 | $240.8K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,944 | $241.1K | 0.00% | +6+0.3% | Added |
| Duality Advisers, LP | 1,977 | $245.2K | 0.03% | +1,977 | New |
| Petrus Trust Company, LTA | 1,986 | $246.3K | 0.03% | +1,986 | New |
| First Republic Investment Management, Inc. | 2,016 | $250.0K | 0.00% | −50−2.4% | Reduced |
| Mariner, LLC | 2,033 | $252.2K | 0.00% | +160+8.5% | Added |
| Janney Montgomery Scott LLC | 2,038 | $253.0K | 0.00% | −943−31.6% | Reduced |
| Peapack Gladstone Financial Corp | 2,052 | $255.0K | 0.00% | −174−7.8% | Reduced |
| Fractal Investments LLC | 2,100 | $260.5K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,100 | $260.5K | 0.00% | +2,100 | New |
| Advisor Partners II, LLC | 2,124 | $263.5K | 0.01% | +116+5.8% | Added |
| Tower Research Capital LLC (TRC) | 2,125 | $263.6K | 0.01% | +1,518+250.1% | Added |
| XTX Topco Ltd | 2,143 | $265.8K | 0.05% | +2,143 | New |
| KLR Investment Advisors, LLC | 2,132 | $269.7K | 0.25% | +126+6.3% | Added |
| Park Avenue Securities LLC | 2,184 | $271.0K | 0.00% | +2,184 | New |
| Panagora Asset Management Inc | 2,327 | $288.6K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,334 | $289.5K | 0.01% | +63+2.8% | Added |
| JustInvest LLC | 2,432 | $301.7K | 0.01% | +202+9.1% | Added |