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, Q4 2023
Institutional positions in Balchem Corp as of Dec 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
- 292
- +3 vs. Q3 2023
- Shares held
- 28.9M
- +316.3K (+1.1%) vs. Q3 2023
- Total value
- $4.27B
- +$713.2M (+20.1%) vs. Q3 2023
- New holders
- 39
- 95 more added
- Sold out
- 36
- 106 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Partners, LLC | 1 | $150 | 0.00% | +1 | New |
| Glassman Wealth Services | 2 | $298 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $595 | 0.00% | −2−33.3% | Reduced |
| Versant Capital Management, Inc | 4 | $595 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $595 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $744 | 0.00% | −2−28.6% | Reduced |
| Lindbrook Capital, LLC | 5 | $744 | 0.00% | +1+25.0% | Added |
| American National Bank | 6 | $893 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $893 | 0.00% | +1+20.0% | Added |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | −125−94.0% | Reduced |
| JNBA Financial Advisors | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $1.49K | 0.00% | −92−90.2% | Reduced |
| Private Wealth Management Group, LLC | 12 | $1.78K | 0.00% | +12 | New |
| Global Retirement Partners, LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19 | $2.84K | 0.00% | +19 | New |
| Rocky Mountain Advisers, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $3.27K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 22 | $3.27K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 24 | $3.57K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $4.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $5.21K | 0.00% | −48−57.8% | Reduced |
| Bogart Wealth, LLC | 39 | $5.80K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.25K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 44 | $6.54K | 0.00% | +22+100.0% | Added |
| Private Trust Co NA | 47 | $6.99K | 0.00% | −36−43.4% | Reduced |
| Bessemer Group Inc | 45 | $7.00K | 0.00% | −26−36.6% | Reduced |
| McIlrath & Eck, LLC | 52 | $7.74K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 63 | $9.37K | 0.00% | +63 | New |
| Leonteq Securities AG | 75 | $11.2K | 0.00% | −5−6.3% | Reduced |
| Massmutual Trust Co FSB | 77 | $11.5K | 0.00% | −60−43.8% | Reduced |
| Covestor Ltd | 80 | $12.0K | 0.01% | +4+5.3% | Added |
| Ci Investments Inc. | 90 | $13.0K | 0.00% | −4−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 118 | $18.0K | 0.00% | +118 | New |
| Millburn Ridgefield Corp | 131 | $19.5K | 0.00% | −7−5.1% | Reduced |
| Umb Bank N A | 144 | $21.4K | 0.00% | −186−56.4% | Reduced |
| LGT Financial Advisors LLC | 155 | $23.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 165 | $24.5K | 0.00% | +91+123.0% | Added |
| Principal Securities, Inc. | 186 | $27.7K | 0.00% | +186 | New |
| Proequities, Inc. | 193 | $28.9K | 0.00% | +68+54.4% | Added |
| Pacer Advisors, Inc. | 199 | $29.6K | 0.00% | +50+33.6% | Added |
| Northwestern Mutual Wealth Management Co | 213 | $31.7K | 0.00% | +13+6.5% | Added |
| Carolinas Wealth Consulting LLC | 236 | $35.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 288 | $43.0K | 0.00% | −32−10.0% | Reduced |
| Silicon Valley Capital Partners | 330 | $49.1K | 0.01% | +330 | New |
| Assetmark, Inc | 332 | $49.4K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 375 | $55.8K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 401 | $56.2K | 0.02% | +401 | New |
| Archer Investment Corp | 401 | $59.6K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $60.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 432 | $64.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 486 | $72.3K | 0.01% | +478+5,975.0% | Added |
| Quadrant Capital Group LLC | 523 | $77.8K | 0.01% | −556−51.5% | Reduced |
| Carolina Wealth Advisors, LLC | 548 | $81.5K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 668 | $82.9K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 637 | $94.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 757 | $113.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $119.0K | 0.00% | +800 | New |
| Huntington National Bank | 800 | $119.0K | 0.00% | +6+0.8% | Added |
| Stephens Inc | 926 | $137.7K | 0.00% | −121−11.6% | Reduced |
| Allworth Financial LP | 953 | $141.8K | 0.00% | +144+17.8% | Added |
| Private Advisor Group, LLC | 1,408 | $209.4K | 0.00% | +1,408 | New |
| Bill Few Associates, Inc. | 1,425 | $212.0K | 0.10% | +1,425 | New |
| Raymond James Trust N.A. | 1,479 | $220.0K | 0.01% | +1,479 | New |
| Mission Wealth Management, LP | 1,496 | $222.5K | 0.01% | +1,496 | New |
| Heritage Wealth Management, LLC | 1,523 | $226.5K | 0.12% | +1,523 | New |
| HM Payson & Co | 1,525 | $226.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,534 | $228.0K | 0.05% | +194+14.5% | Added |
| Corton Capital Inc. | 1,599 | $237.9K | 0.08% | +1,599 | New |
| Brown Advisory Inc | 1,615 | $240.2K | 0.00% | +1,615 | New |
| Cetera Advisor Networks LLC | 1,638 | $243.7K | 0.00% | +1,638 | New |
| Shelton Capital Management | 1,648 | $245.1K | 0.01% | +1,648 | New |
| Associated Banc-Corp | 1,653 | $245.9K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,653 | $245.9K | 0.00% | +1,653 | New |
| Lindenwold Advisors | 1,658 | $246.6K | 0.14% | 00.0% | Unchanged |
| David Loasby | 1,764 | $247.3K | 0.03% | +1,764 | New |
| D. E. Shaw & Co., Inc. | 1,667 | $248.0K | 0.00% | −10,376−86.2% | Reduced |
| Brinker Capital Investments, LLC | 1,815 | $258.5K | 0.00% | −102−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 1,815 | $258.5K | 0.00% | −102−5.3% | Reduced |
| Duality Advisers, LP | 1,762 | $262.1K | 0.03% | −215−10.9% | Reduced |
| HighTower Advisors, LLC | 1,814 | $266.0K | 0.00% | +1,814 | New |
| Heritage Investors Management Corp | 1,800 | $268.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,842 | $274.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,874 | $278.8K | 0.00% | +1,874 | New |
| Portfolio Strategies, Inc. | 1,885 | $280.4K | 0.05% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,896 | $282.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,925 | $286.3K | 0.03% | +1,925 | New |
| Fifth Third Bancorp | 1,933 | $287.5K | 0.00% | −11−0.6% | Reduced |
| Janney Montgomery Scott LLC | 1,939 | $288.0K | 0.00% | −99−4.9% | Reduced |
| Xponance, Inc. | 1,937 | $288.1K | 0.00% | +41+2.2% | Added |
| CIBC Asset Management Inc | 1,940 | $288.6K | 0.00% | +1,940 | New |
| Argent Capital Management LLC | 1,957 | $291.1K | 0.01% | +130+7.1% | Added |
| State of Wyoming | 1,962 | $291.8K | 0.05% | +68+3.6% | Added |
| Petrus Trust Company, LTA | 1,986 | $295.4K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,046 | $304.3K | 0.01% | +235+13.0% | Added |
| Peapack Gladstone Financial Corp | 2,052 | $305.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 2,054 | $305.6K | 0.00% | +21+1.0% | Added |