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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 1,939 | $288.0K | 0.00% | −99−4.9% | Reduced |
| Fifth Third Bancorp | 1,933 | $287.5K | 0.00% | −11−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 1,925 | $286.3K | 0.03% | +1,925 | New |
| Mackenzie Financial Corp | 1,896 | $282.0K | 0.00% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 1,885 | $280.4K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,874 | $278.8K | 0.00% | +1,874 | New |
| Metropolitan Life Insurance Co | 1,842 | $274.0K | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 1,800 | $268.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,814 | $266.0K | 0.00% | +1,814 | New |
| Duality Advisers, LP | 1,762 | $262.1K | 0.03% | −215−10.9% | 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 |
| D. E. Shaw & Co., Inc. | 1,667 | $248.0K | 0.00% | −10,376−86.2% | Reduced |
| David Loasby | 1,764 | $247.3K | 0.03% | +1,764 | New |
| Lindenwold Advisors | 1,658 | $246.6K | 0.14% | 00.0% | Unchanged |
| Franklin Resources Inc | 1,653 | $245.9K | 0.00% | +1,653 | New |
| Associated Banc-Corp | 1,653 | $245.9K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 1,648 | $245.1K | 0.01% | +1,648 | New |
| Cetera Advisor Networks LLC | 1,638 | $243.7K | 0.00% | +1,638 | New |
| Brown Advisory Inc | 1,615 | $240.2K | 0.00% | +1,615 | New |
| Corton Capital Inc. | 1,599 | $237.9K | 0.08% | +1,599 | New |
| Benjamin Edwards Inc | 1,534 | $228.0K | 0.05% | +194+14.5% | Added |
| HM Payson & Co | 1,525 | $226.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,523 | $226.5K | 0.12% | +1,523 | New |
| Mission Wealth Management, LP | 1,496 | $222.5K | 0.01% | +1,496 | New |
| Raymond James Trust N.A. | 1,479 | $220.0K | 0.01% | +1,479 | New |
| Bill Few Associates, Inc. | 1,425 | $212.0K | 0.10% | +1,425 | New |
| Private Advisor Group, LLC | 1,408 | $209.4K | 0.00% | +1,408 | New |
| Allworth Financial LP | 953 | $141.8K | 0.00% | +144+17.8% | Added |
| Stephens Inc | 926 | $137.7K | 0.00% | −121−11.6% | Reduced |
| Huntington National Bank | 800 | $119.0K | 0.00% | +6+0.8% | Added |
| Aquatic Capital Management LLC | 800 | $119.0K | 0.00% | +800 | New |
| KBC Group NV | 757 | $113.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 637 | $94.8K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 668 | $82.9K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 548 | $81.5K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 523 | $77.8K | 0.01% | −556−51.5% | Reduced |
| Farther Finance Advisors, LLC | 486 | $72.3K | 0.01% | +478+5,975.0% | Added |
| First Horizon Advisors, Inc. | 432 | $64.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 405 | $60.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 401 | $59.6K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 401 | $56.2K | 0.02% | +401 | New |
| Perritt Capital Management Inc | 375 | $55.8K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 332 | $49.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 330 | $49.1K | 0.01% | +330 | New |
| CWM, LLC | 288 | $43.0K | 0.00% | −32−10.0% | Reduced |
| Carolinas Wealth Consulting LLC | 236 | $35.3K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 213 | $31.7K | 0.00% | +13+6.5% | Added |
| Pacer Advisors, Inc. | 199 | $29.6K | 0.00% | +50+33.6% | Added |
| Proequities, Inc. | 193 | $28.9K | 0.00% | +68+54.4% | Added |
| Principal Securities, Inc. | 186 | $27.7K | 0.00% | +186 | New |
| Signaturefd, LLC | 165 | $24.5K | 0.00% | +91+123.0% | Added |
| LGT Financial Advisors LLC | 155 | $23.1K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 144 | $21.4K | 0.00% | −186−56.4% | Reduced |
| Millburn Ridgefield Corp | 131 | $19.5K | 0.00% | −7−5.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 118 | $18.0K | 0.00% | +118 | New |
| Ci Investments Inc. | 90 | $13.0K | 0.00% | −4−4.3% | Reduced |
| Covestor Ltd | 80 | $12.0K | 0.01% | +4+5.3% | Added |
| Massmutual Trust Co FSB | 77 | $11.5K | 0.00% | −60−43.8% | Reduced |
| Leonteq Securities AG | 75 | $11.2K | 0.00% | −5−6.3% | Reduced |
| EverSource Wealth Advisors, LLC | 63 | $9.37K | 0.00% | +63 | New |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $7.74K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 45 | $7.00K | 0.00% | −26−36.6% | Reduced |
| Private Trust Co NA | 47 | $6.99K | 0.00% | −36−43.4% | Reduced |
| IFP Advisors, Inc | 44 | $6.54K | 0.00% | +22+100.0% | Added |
| Park Place Capital Corp | 42 | $6.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $5.80K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 35 | $5.21K | 0.00% | −48−57.8% | Reduced |
| Global Financial Private Client, LLC | 27 | $4.02K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $3.57K | 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 |
| Rocky Mountain Advisers, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 19 | $2.84K | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $1.78K | 0.00% | +12 | New |
| Parkside Financial Bank & Trust | 10 | $1.49K | 0.00% | −92−90.2% | Reduced |
| SRS Capital Advisors, Inc. | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $1.00K | 0.00% | −125−94.0% | Reduced |
| American National Bank | 6 | $893 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $893 | 0.00% | +1+20.0% | Added |
| AdvisorNet Financial, Inc | 5 | $744 | 0.00% | −2−28.6% | Reduced |
| Lindbrook Capital, LLC | 5 | $744 | 0.00% | +1+25.0% | Added |
| 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 |
| Glassman Wealth Services | 2 | $298 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1 | $150 | 0.00% | +1 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −85,647−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −25,684−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,135−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,034−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,192−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,852−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −11,188−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −10,054−100.0% | Sold out |