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, Q1 2024
Institutional positions in Balchem Corp as of Mar 31, 2024. 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
- 320
- +28 vs. Q4 2023
- Shares held
- 29.3M
- +311.9K (+1.1%) vs. Q4 2023
- Total value
- $4.50B
- +$232.0M (+5.4%) vs. Q4 2023
- New holders
- 43
- 107 more added
- Sold out
- 15
- 117 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 2 | $310 | 0.00% | +2 | New |
| Rothschild Investment LLC | 3 | $465 | 0.00% | +3 | New |
| Quest Partners LLC | 3 | $465 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $620 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $620 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $775 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $930 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Montag A & Associates Inc | 8 | $1.20K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.24K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $1.84K | 0.00% | −50−79.4% | Reduced |
| Private Wealth Management Group, LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $2.94K | 0.00% | +14+280.0% | Added |
| SYSTM Wealth Solutions LLC | 19 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $3.10K | 0.00% | +12+150.0% | Added |
| Quarry LP | 20 | $3.10K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $3.56K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 23 | $3.56K | 0.00% | −1−4.2% | Reduced |
| Beacon Capital Management, LLC | 23 | $3.56K | 0.00% | +23 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4.03K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $4.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $4.18K | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 28 | $4.34K | 0.00% | +28 | New |
| Versant Capital Management, Inc | 32 | $4.96K | 0.00% | +28+700.0% | Added |
| IFP Advisors, Inc | 36 | $5.58K | 0.00% | −8−18.2% | Reduced |
| Bogart Wealth, LLC | 39 | $6.04K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $7.28K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $8.06K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 55 | $8.52K | 0.00% | −20−26.7% | Reduced |
| Mather Group, LLC. | 60 | $8.93K | 0.00% | +60 | New |
| Massmutual Trust Co FSB | 79 | $12.2K | 0.00% | +2+2.6% | Added |
| Covestor Ltd | 81 | $13.0K | 0.01% | +1+1.3% | Added |
| Rise Advisors, LLC | 90 | $13.9K | 0.01% | +90 | New |
| Millburn Ridgefield Corp | 105 | $16.3K | 0.00% | −26−19.8% | Reduced |
| Catalyst Capital Advisors LLC | 105 | $16.3K | 0.00% | +105 | New |
| Ci Investments Inc. | 108 | $17.0K | 0.00% | +18+20.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 115 | $18.0K | 0.00% | −3−2.5% | Reduced |
| Raffa Wealth Management, LLC | 143 | $22.2K | 0.01% | +143 | New |
| LGT Financial Advisors LLC | 155 | $24.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 158 | $24.5K | 0.00% | +14+9.7% | Added |
| Parallel Advisors, LLC | 168 | $26.0K | 0.00% | +133+380.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 | $26.2K | 0.00% | +169 | New |
| Signaturefd, LLC | 170 | $26.3K | 0.00% | +5+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $31.0K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 202 | $31.3K | 0.00% | −13,474−98.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 205 | $31.8K | 0.00% | −8−3.8% | Reduced |
| Carolinas Wealth Consulting LLC | 240 | $37.2K | 0.01% | +4+1.7% | Added |
| Proequities, Inc. | 255 | $39.5K | 0.00% | +62+32.1% | Added |
| CIBC Private Wealth Group, LLC | 264 | $40.2K | 0.00% | +264 | New |
| Perritt Capital Management Inc | 277 | $42.9K | 0.02% | −98−26.1% | Reduced |
| CWM, LLC | 298 | $46.0K | 0.00% | +10+3.5% | Added |
| Bessemer Group Inc | 301 | $47.0K | 0.00% | +256+568.9% | Added |
| Silicon Valley Capital Partners | 332 | $51.4K | 0.01% | +2+0.6% | Added |
| Assetmark, Inc | 332 | $51.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 432 | $66.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 473 | $73.3K | 0.01% | +72+18.0% | Added |
| Pacer Advisors, Inc. | 505 | $78.3K | 0.00% | +306+153.8% | Added |
| Quadrant Capital Group LLC | 529 | $82.0K | 0.01% | +6+1.1% | Added |
| Carolina Wealth Advisors, LLC | 548 | $84.9K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 551 | $85.4K | 0.03% | +150+37.4% | Added |
| Aquatic Capital Management LLC | 600 | $93.0K | 0.00% | −200−25.0% | Reduced |
| Farther Finance Advisors, LLC | 629 | $95.7K | 0.01% | +143+29.4% | Added |
| ZRC Wealth Management, LLC | 668 | $103.5K | 0.05% | 00.0% | Unchanged |
| Hilltop National Bank | 731 | $113.3K | 0.04% | +731 | New |
| KBC Group NV | 757 | $117.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 877 | $135.9K | 0.00% | +77+9.6% | Added |
| Principal Securities, Inc. | 909 | $140.8K | 0.00% | +723+388.7% | Added |
| Stephens Inc | 933 | $144.6K | 0.00% | +7+0.8% | Added |
| Allworth Financial LP | 951 | $147.4K | 0.00% | −2−0.2% | Reduced |
| Citadel Advisors LLC | 955 | $148.0K | 0.00% | +955 | New |
| Private Advisor Group, LLC | 1,310 | $203.0K | 0.00% | −98−7.0% | Reduced |
| Baird Financial Group, Inc. | 1,335 | $206.9K | 0.00% | +1,335 | New |
| Susquehanna International Group, LLP | 1,381 | $214.0K | 0.00% | −9,196−86.9% | Reduced |
| Bill Few Associates, Inc. | 1,425 | $220.8K | 0.09% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,477 | $228.8K | 0.12% | −46−3.0% | Reduced |
| Shelton Capital Management | 1,492 | $231.2K | 0.01% | −156−9.5% | Reduced |
| Mission Wealth Management, LP | 1,496 | $231.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,525 | $236.3K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,608 | $249.2K | 0.00% | −207−11.4% | Reduced |
| Orion Portfolio Solutions, LLC | 1,608 | $249.2K | 0.00% | −207−11.4% | Reduced |
| Associated Banc-Corp | 1,642 | $254.4K | 0.01% | −11−0.7% | Reduced |
| Brown Advisory Inc | 1,648 | $255.4K | 0.00% | +33+2.0% | Added |
| Franklin Resources Inc | 1,652 | $256.0K | 0.00% | −1−0.1% | Reduced |
| Heritage Investors Management Corp | 1,650 | $256.0K | 0.01% | −150−8.3% | Reduced |
| Lindenwold Advisors | 1,658 | $256.9K | 0.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,667 | $258.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,680 | $260.3K | 0.01% | −162−8.8% | Reduced |
| Toroso Investments, LLC | 1,712 | $265.3K | 0.00% | +1,712 | New |
| Aristides Capital LLC | 1,735 | $268.8K | 0.11% | +1,735 | New |
| Duality Advisers, LP | 1,762 | $273.0K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,790 | $277.4K | 0.01% | −401−18.3% | Reduced |
| Profund Advisors LLC | 1,799 | $278.8K | 0.01% | −247−12.1% | Reduced |