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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 2,124 | $263.5K | 0.01% | +116+5.8% | Added |
| Fractal Investments LLC | 2,100 | $260.5K | 0.05% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,100 | $260.5K | 0.00% | +2,100 | New |
| Peapack Gladstone Financial Corp | 2,052 | $255.0K | 0.00% | −174−7.8% | Reduced |
| Janney Montgomery Scott LLC | 2,038 | $253.0K | 0.00% | −943−31.6% | Reduced |
| Mariner, LLC | 2,033 | $252.2K | 0.00% | +160+8.5% | Added |
| First Republic Investment Management, Inc. | 2,016 | $250.0K | 0.00% | −50−2.4% | Reduced |
| Petrus Trust Company, LTA | 1,986 | $246.3K | 0.03% | +1,986 | New |
| Duality Advisers, LP | 1,977 | $245.2K | 0.03% | +1,977 | New |
| Fifth Third Bancorp | 1,944 | $241.1K | 0.00% | +6+0.3% | Added |
| Ashford Capital Management Inc | 1,941 | $240.8K | 0.04% | 00.0% | Unchanged |
| 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 |
| Evergreen Capital Management LLC | 1,905 | $236.3K | 0.01% | +156+8.9% | Added |
| Jump Financial, LLC | 1,905 | $236.3K | 0.01% | −2,549−57.2% | Reduced |
| Xponance, Inc. | 1,896 | $235.2K | 0.00% | +14+0.7% | Added |
| State of Wyoming | 1,894 | $234.9K | 0.05% | +571+43.2% | Added |
| Portfolio Strategies, Inc. | 1,885 | $233.8K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,896 | $233.2K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 1,846 | $229.0K | 0.00% | +1,846 | New |
| Metropolitan Life Insurance Co | 1,842 | $228.5K | 0.01% | +94+5.4% | Added |
| Argent Capital Management LLC | 1,827 | $226.6K | 0.01% | +1,827 | New |
| Profund Advisors LLC | 1,811 | $224.6K | 0.01% | −89−4.7% | Reduced |
| Heritage Investors Management Corp | 1,800 | $223.0K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 1,658 | $205.7K | 0.13% | +30+1.8% | Added |
| Associated Banc-Corp | 1,653 | $205.0K | 0.01% | +68+4.3% | Added |
| HM Payson & Co | 1,525 | $189.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,340 | $166.0K | 0.04% | +448+50.2% | Added |
| Quantbot Technologies LP | 1,194 | $148.1K | 0.01% | −1,464−55.1% | Reduced |
| Quadrant Capital Group LLC | 1,079 | $133.8K | 0.01% | +298+38.2% | Added |
| Stephens Inc | 1,047 | $129.9K | 0.00% | −42−3.9% | Reduced |
| Allworth Financial LP | 809 | $100.3K | 0.00% | +21+2.7% | Added |
| Huntington National Bank | 794 | $98.5K | 0.00% | −25−3.1% | Reduced |
| KBC Group NV | 757 | $94.0K | 0.00% | −1,727−69.5% | Reduced |
| ZRC Wealth Management, LLC | 668 | $82.9K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 637 | $79.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 548 | $68.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 432 | $53.6K | 0.00% | −70−13.9% | Reduced |
| Tradition Wealth Management, LLC | 405 | $50.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 401 | $49.7K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $46.5K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 332 | $41.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 330 | $40.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 320 | $40.0K | 0.00% | −11−3.3% | Reduced |
| Operose Advisors LLC | 248 | $30.8K | 0.01% | +248 | New |
| Carolinas Wealth Consulting LLC | 236 | $27.4K | 0.01% | −41−14.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $24.8K | 0.00% | −10−4.8% | Reduced |
| LGT Financial Advisors LLC | 155 | $19.2K | 0.02% | +155 | New |
| Intelligent Financial Strategies | 150 | $18.6K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 149 | $18.5K | 0.00% | +53+55.2% | Added |
| Ronald Blue Trust, Inc. | 133 | $18.0K | 0.00% | −6−4.3% | Reduced |
| Millburn Ridgefield Corp | 138 | $17.1K | 0.00% | +138 | New |
| Catalyst Capital Advisors LLC | 138 | $17.1K | 0.00% | +138 | New |
| Massmutual Trust Co FSB | 137 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 125 | $15.5K | 0.00% | −1−0.8% | Reduced |
| Parkside Financial Bank & Trust | 102 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 94 | $12.0K | 0.00% | −1−1.1% | Reduced |
| Parallel Advisors, LLC | 83 | $10.3K | 0.00% | −26−23.9% | Reduced |
| Private Trust Co NA | 83 | $10.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 80 | $9.92K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 74 | $9.18K | 0.00% | +17+29.8% | Added |
| Covestor Ltd | 76 | $9.00K | 0.01% | −1−1.3% | Reduced |
| Bessemer Group Inc | 71 | $8.00K | 0.00% | +1+1.4% | Added |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $6.45K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 48 | $5.95K | 0.00% | +5+11.6% | Added |
| Park Place Capital Corp | 42 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $4.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $3.23K | 0.00% | +26 | New |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $2.98K | 0.00% | −1−4.0% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 21 | $2.60K | 0.00% | +21 | New |
| Rocky Mountain Advisers, LLC | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $2.11K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 19 | $2.00K | 0.00% | +19 | New |
| Authentikos Wealth Advisory, LLC | 14 | $1.74K | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 10 | $1.24K | 0.00% | +10 | New |
| Grove Bank & Trust | 10 | $1.24K | 0.00% | +10 | New |
| JNBA Financial Advisors | 8 | $993 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $993 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $992 | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 7 | $868 | 0.00% | +1+16.7% | Added |
| Abound Wealth Management | 6 | $745 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $744 | 0.00% | −60−90.9% | Reduced |
| SJS Investment Consulting Inc. | 5 | $621 | 0.00% | +1+25.0% | Added |
| Lindbrook Capital, LLC | 4 | $496 | 0.00% | −5−55.6% | Reduced |
| Versant Capital Management, Inc | 4 | $496 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $373 | 0.00% | −5−62.5% | Reduced |
| Glassman Wealth Services | 2 | $248 | 0.00% | −3−60.0% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −231,600−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,808−100.0% | Sold out |