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 2024
Institutional positions in Balchem Corp as of Sep 30, 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
- 358
- +27 vs. Q2 2024
- Shares held
- 29.2M
- +5.08M (+21.0%) vs. Q2 2024
- Total value
- $5.09B
- +$1.40B (+38.1%) vs. Q2 2024
- New holders
- 45
- 132 more added
- Sold out
- 18
- 117 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $339 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $352 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $528 | 0.00% | −16−84.2% | Reduced |
| Abound Wealth Management | 3 | $528 | 0.00% | −1−25.0% | Reduced |
| Mendota Financial Group, LLC | 3 | $528 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $704 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $743 | 0.00% | −202−97.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Montag A & Associates Inc | 6 | $1.01K | 0.00% | −2−25.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 8 | $1.41K | 0.00% | −7−46.7% | Reduced |
| Parkside Financial Bank & Trust | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 11 | $1.94K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15 | $2.64K | 0.00% | +2+15.4% | Added |
| Ashton Thomas Securities, LLC | 16 | $2.82K | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 19 | $3.34K | 0.00% | −649−97.2% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $3.87K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 22 | $3.87K | 0.00% | +22 | New |
| Capital Performance Advisors LLP | 22 | $3.87K | 0.00% | +22 | New |
| First Financial Corp | 23 | $4.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $4.05K | 0.00% | +1+4.5% | Added |
| Bokf, NA | 24 | $4.10K | 0.00% | +24 | New |
| Mather Group, LLC. | 24 | $4.22K | 0.00% | −36−60.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4.58K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 28 | $4.93K | 0.00% | +17+154.5% | Added |
| Lindbrook Capital, LLC | 31 | $5.46K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 33 | $5.81K | 0.00% | +33 | New |
| Cape Investment Advisory, Inc. | 34 | $5.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $6.86K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $7.22K | 0.00% | +18+78.3% | Added |
| Park Place Capital Corp | 42 | $7.39K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $8.10K | 0.00% | +46 | New |
| Private Trust Co NA | 47 | $8.27K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $9.15K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 55 | $9.68K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 57 | $10.0K | 0.00% | −41−41.8% | Reduced |
| Covestor Ltd | 81 | $14.0K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 81 | $14.3K | 0.00% | −22−21.4% | Reduced |
| Catalyst Capital Advisors LLC | 81 | $14.3K | 0.00% | −22−21.4% | Reduced |
| Massmutual Trust Co FSB | 81 | $14.3K | 0.00% | +2+2.5% | Added |
| Rise Advisors, LLC | 90 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 115 | $20.0K | 0.00% | +14+13.9% | Added |
| Ci Investments Inc. | 120 | $21.0K | 0.00% | +8+7.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 | $21.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 141 | $24.8K | 0.00% | −4−2.8% | Reduced |
| Westside Investment Management, Inc. | 154 | $27.1K | 0.01% | +154 | New |
| LGT Financial Advisors LLC | 155 | $27.3K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 158 | $27.8K | 0.00% | −90−36.3% | Reduced |
| Parallel Advisors, LLC | 159 | $28.0K | 0.00% | +2+1.3% | Added |
| Umb Bank N A | 183 | $32.2K | 0.00% | +17+10.2% | Added |
| Signaturefd, LLC | 194 | $34.1K | 0.00% | +22+12.8% | Added |
| Smartleaf Asset Management LLC | 195 | $34.1K | 0.00% | +27+16.1% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $35.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 200 | $35.2K | 0.00% | +200 | New |
| nVerses Capital, LLC | 200 | $35.2K | 0.02% | +200 | New |
| Perritt Capital Management Inc | 202 | $35.6K | 0.02% | −75−27.1% | Reduced |
| Oarsman Capital, Inc. | 219 | $38.5K | 0.01% | +219 | New |
| Northwestern Mutual Wealth Management Co | 230 | $40.5K | 0.00% | +25+12.2% | Added |
| Proequities, Inc. | 253 | $44.5K | 0.00% | +4+1.6% | Added |
| BOK Financial Private Wealth, Inc. | 260 | $45.8K | 0.00% | +260 | New |
| CWM, LLC | 319 | $56.0K | 0.00% | +47+17.3% | Added |
| Silicon Valley Capital Partners | 332 | $58.4K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 336 | $59.1K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $70.4K | 0.00% | +200+100.0% | Added |
| Picton Mahoney Asset Management | 449 | $78.0K | 0.00% | +449 | New |
| First Horizon Advisors, Inc. | 467 | $82.2K | 0.00% | +35+8.1% | Added |
| Aquatic Capital Management LLC | 500 | $88.0K | 0.00% | +500 | New |
| Huntington National Bank | 505 | $88.9K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 548 | $96.4K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 551 | $97.0K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 720 | $126.7K | 0.04% | −30−4.0% | Reduced |
| Ronald Blue Trust, Inc. | 839 | $129.2K | 0.00% | +726+642.5% | Added |
| Catalyst Funds Management Pty Ltd | 800 | $140.8K | 0.03% | +600+300.0% | Added |
| GAMMA Investing LLC | 841 | $148.0K | 0.01% | +356+73.4% | Added |
| KBC Group NV | 895 | $158.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 914 | $160.9K | 0.01% | +116+14.5% | Added |
| Pacer Advisors, Inc. | 940 | $165.4K | 0.00% | +89+10.5% | Added |
| Allworth Financial LP | 986 | $173.5K | 0.00% | −11−1.1% | Reduced |
| Farther Finance Advisors, LLC | 1,035 | $182.2K | 0.01% | +8+0.8% | Added |
| Principal Securities, Inc. | 1,048 | $184.4K | 0.00% | +141+15.5% | Added |
| Tower Research Capital LLC (TRC) | 1,127 | $198.4K | 0.01% | −4,264−79.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,151 | $202.6K | 0.05% | +1,151 | New |
| Summitry LLC | 1,195 | $210.3K | 0.01% | +1,195 | New |
| Private Advisor Group, LLC | 1,248 | $219.6K | 0.00% | +1,248 | New |
| Baird Financial Group, Inc. | 1,259 | $221.6K | 0.00% | +1,259 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,380 | $229.3K | 0.00% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 1,311 | $230.7K | 0.12% | −26−1.9% | Reduced |
| Neuberger Berman Group LLC | 1,319 | $232.1K | 0.00% | +1,319 | New |
| Legacy Capital Wealth Partners, LLC | 1,320 | $232.3K | 0.05% | +1,320 | New |
| Marco Investment Management LLC | 1,325 | $233.2K | 0.02% | +1,325 | New |
| Vident Advisory, LLC | 1,341 | $236.0K | 0.01% | −2,145−61.5% | Reduced |