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 2024
Institutional positions in Balchem Corp as of Dec 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
- 359
- +6 vs. Q3 2024
- Shares held
- 29.1M
- −14.3K (0.0%) vs. Q3 2024
- Total value
- $4.74B
- −$339.6M (−6.7%) vs. Q3 2024
- New holders
- 42
- 138 more added
- Sold out
- 36
- 110 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 1 | $163 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $163 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $326 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $815 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $815 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $936 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $1.14K | 0.00% | +3+75.0% | Added |
| Carolinas Wealth Consulting LLC | 8 | $1.18K | 0.00% | +3+60.0% | Added |
| UMA Financial Services, Inc. | 9 | $1.47K | 0.00% | +9 | New |
| Newbridge Financial Services Group, Inc. | 9 | $1.47K | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.63K | 0.00% | +10 | New |
| MAI Capital Management | 10 | $1.63K | 0.00% | +10 | New |
| Van Hulzen Asset Management, LLC | 11 | $1.79K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 12 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 16 | $2.00K | 0.00% | +5+45.5% | Added |
| Rocky Mountain Advisers, LLC | 20 | $3.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $3.59K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 22 | $3.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $3.86K | 0.00% | +1+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $4.56K | 0.00% | +1+3.7% | Added |
| Lindbrook Capital, LLC | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 33 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 34 | $5.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $5.60K | 0.00% | −11−23.9% | Reduced |
| Global Retirement Partners, LLC | 37 | $6.05K | 0.00% | −20−35.1% | Reduced |
| Rothschild Investment LLC | 38 | $6.19K | 0.00% | +10+35.7% | Added |
| Versant Capital Management, Inc | 38 | $6.19K | 0.00% | +35+1,166.7% | Added |
| Bogart Wealth, LLC | 39 | $6.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 39 | $6.36K | 0.00% | +3+8.3% | Added |
| GWM Advisors LLC | 39 | $6.39K | 0.00% | −3,069−98.7% | Reduced |
| Beacon Capital Management, LLC | 41 | $6.68K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.85K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 46 | $7.16K | 0.01% | +46 | New |
| Jones Financial Companies LLLP | 44 | $7.17K | 0.00% | +44 | New |
| EverSource Wealth Advisors, LLC | 46 | $7.50K | 0.00% | +31+206.7% | Added |
| Private Trust Co NA | 47 | $7.66K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 52 | $8.48K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 56 | $9.13K | 0.00% | −68−54.8% | Reduced |
| Leonteq Securities AG | 59 | $9.62K | 0.00% | +4+7.3% | Added |
| Catalyst Capital Advisors LLC | 71 | $11.6K | 0.00% | −10−12.3% | Reduced |
| Massmutual Trust Co FSB | 81 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 90 | $14.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 118 | $19.2K | 0.00% | +94+391.7% | Added |
| SRS Capital Advisors, Inc. | 141 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 144 | $24.0K | 0.00% | +29+25.2% | Added |
| CIBC Private Wealth Group, LLC | 158 | $24.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 154 | $25.1K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 155 | $25.3K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $26.0K | 0.02% | +76+93.8% | Added |
| Parallel Advisors, LLC | 162 | $26.4K | 0.00% | +3+1.9% | Added |
| Ci Investments Inc. | 167 | $27.0K | 0.00% | +47+39.2% | Added |
| R Squared Ltd | 180 | $29.3K | 0.03% | +180 | New |
| Umb Bank N A | 183 | $29.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 195 | $31.8K | 0.00% | +1+0.5% | Added |
| Bryn Mawr Trust Co | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 202 | $32.9K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 203 | $33.1K | 0.00% | +203 | New |
| Proequities, Inc. | 215 | $34.9K | 0.00% | −38−15.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 234 | $38.1K | 0.00% | +4+1.7% | Added |
| Oarsman Capital, Inc. | 234 | $38.1K | 0.01% | +15+6.8% | Added |
| Caitong International Asset Management Co., Ltd | 320 | $52.2K | 0.05% | +320 | New |
| Winnow Wealth LLC | 321 | $52.3K | 0.05% | +321 | New |
| Ronald Blue Trust, Inc. | 328 | $53.5K | 0.00% | −511−60.9% | Reduced |
| Silicon Valley Capital Partners | 332 | $54.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 377 | $61.4K | 0.00% | +41+12.2% | Added |
| CWM, LLC | 388 | $63.0K | 0.00% | +69+21.6% | Added |
| First Horizon Advisors, Inc. | 467 | $76.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 551 | $89.8K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 580 | $94.5K | 0.00% | +580 | New |
| Tower Research Capital LLC (TRC) | 595 | $97.0K | 0.00% | −532−47.2% | Reduced |
| Smartleaf Asset Management LLC | 645 | $105.8K | 0.01% | +450+230.8% | Added |
| Hilltop National Bank | 656 | $106.9K | 0.03% | −64−8.9% | Reduced |
| Huntington National Bank | 661 | $107.7K | 0.00% | +156+30.9% | Added |
| Atala Financial Inc | 757 | $123.4K | 0.09% | +757 | New |
| GAMMA Investing LLC | 872 | $142.1K | 0.01% | +31+3.7% | Added |
| Allworth Financial LP | 957 | $155.1K | 0.00% | −29−2.9% | Reduced |
| Quadrant Capital Group LLC | 989 | $161.2K | 0.01% | +75+8.2% | Added |
| Farther Finance Advisors, LLC | 1,000 | $163.0K | 0.01% | −35−3.4% | Reduced |
| Principal Securities, Inc. | 1,010 | $164.6K | 0.00% | −38−3.6% | Reduced |
| Pacer Advisors, Inc. | 1,113 | $181.4K | 0.00% | +173+18.4% | Added |
| Baird Financial Group, Inc. | 1,259 | $205.2K | 0.00% | 00.0% | Unchanged |
| Vista Finance, LLC | 1,259 | $205.2K | 0.21% | +1,259 | New |
| Shelton Capital Management | 1,267 | $206.5K | 0.01% | −78−5.8% | Reduced |
| KBC Group NV | 1,275 | $208.0K | 0.00% | +380+42.5% | Added |
| Guggenheim Capital LLC | 1,313 | $214.0K | 0.00% | −204−13.4% | Reduced |
| Marco Investment Management LLC | 1,325 | $216.0K | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,325 | $216.0K | 0.00% | +6+0.5% | Added |
| Sage Rhino Capital LLC | 1,354 | $220.7K | 0.05% | −1−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,380 | $222.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,395 | $229.9K | 0.00% | −638−31.4% | Reduced |
| Heritage Family Offices, LLP | 1,420 | $231.4K | 0.12% | +109+8.3% | Added |
| Vident Advisory, LLC | 1,421 | $231.6K | 0.00% | +80+6.0% | Added |
| Bill Few Associates, Inc. | 1,425 | $232.3K | 0.08% | 00.0% | Unchanged |