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 2025
Institutional positions in Balchem Corp as of Mar 31, 2025. 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
- 382
- +28 vs. Q4 2024
- Shares held
- 29.1M
- +179.4K (+0.6%) vs. Q4 2024
- Total value
- $4.81B
- +$110.5M (+2.4%) vs. Q4 2024
- New holders
- 57
- 140 more added
- Sold out
- 29
- 123 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Balchem Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $166 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $166 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $166 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $166 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $332 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $830 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $830 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $830 | 0.00% | +5 | New |
| NewSquare Capital LLC | 8 | $1.33K | 0.00% | +8 | New |
| Montag A & Associates Inc | 9 | $1.42K | 0.00% | +3+50.0% | Added |
| UMA Financial Services, Inc. | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.66K | 0.00% | +3+42.9% | Added |
| TD Private Client Wealth LLC | 10 | $1.66K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 11 | $1.80K | 0.00% | +3+37.5% | Added |
| Creative Financial Designs Inc | 11 | $1.83K | 0.00% | +1+10.0% | Added |
| Private Wealth Management Group, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $1.99K | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 16 | $2.66K | 0.00% | −125−88.7% | Reduced |
| Skopos Labs, Inc. | 16 | $2.66K | 0.00% | +16 | New |
| West Branch Capital LLC | 17 | $2.82K | 0.00% | +17 | New |
| Rocky Mountain Advisers, LLC | 20 | $3.32K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $3.49K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 21 | $3.49K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 24 | $3.98K | 0.00% | +24 | New |
| Hemington Wealth Management | 28 | $4.00K | 0.00% | +12+75.0% | Added |
| Bokf, NA | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $4.15K | 0.00% | +25 | New |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $4.15K | 0.00% | +25 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 26 | $4.32K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 32 | $5.31K | 0.00% | +4+14.3% | Added |
| GWM Advisors LLC | 33 | $5.53K | 0.00% | −6−15.4% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $5.64K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 34 | $5.64K | 0.00% | +1+3.0% | Added |
| Bogart Wealth, LLC | 39 | $6.47K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 41 | $6.83K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $6.97K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 44 | $7.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 44 | $7.30K | 0.00% | +6+15.8% | Added |
| IFP Advisors, Inc | 46 | $7.64K | 0.00% | +7+17.9% | Added |
| Retirement Wealth Solutions LLC | 47 | $7.75K | 0.01% | +1+2.2% | Added |
| Private Trust Co NA | 47 | $7.80K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 46 | $8.00K | 0.00% | +46 | New |
| McIlrath & Eck, LLC | 52 | $8.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $9.46K | 0.00% | +11+23.9% | Added |
| Rise Advisors, LLC | 59 | $9.88K | 0.00% | −31−34.4% | Reduced |
| Parkside Financial Bank & Trust | 61 | $10.1K | 0.00% | +51+510.0% | Added |
| Federated Hermes, Inc. | 84 | $13.9K | 0.00% | −119−58.6% | Reduced |
| Massmutual Trust Co FSB | 102 | $16.9K | 0.00% | +21+25.9% | Added |
| Bessemer Group Inc | 112 | $19.0K | 0.00% | −32−22.2% | Reduced |
| Wayfinding Financial, LLC | 134 | $22.0K | 0.01% | +134 | New |
| CIBC Private Wealth Group, LLC | 159 | $23.9K | 0.00% | +1+0.6% | Added |
| Westside Investment Management, Inc. | 154 | $25.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 154 | $25.6K | 0.00% | +36+30.5% | Added |
| Parallel Advisors, LLC | 162 | $26.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 165 | $27.4K | 0.00% | +165 | New |
| Ci Investments Inc. | 174 | $29.0K | 0.00% | +7+4.2% | Added |
| Signaturefd, LLC | 177 | $29.4K | 0.00% | −18−9.2% | Reduced |
| Tower Research Capital LLC (TRC) | 194 | $32.2K | 0.00% | −401−67.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 200 | $33.2K | 0.00% | −34−14.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $33.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 203 | $33.7K | 0.02% | +1+0.5% | Added |
| Umb Bank N A | 227 | $37.7K | 0.00% | +44+24.0% | Added |
| Versant Capital Management, Inc | 241 | $40.0K | 0.01% | +203+534.2% | Added |
| Aster Capital Management (DIFC) Ltd | 242 | $42.1K | 0.01% | +242 | New |
| Covestor Ltd | 321 | $53.0K | 0.04% | +164+104.5% | Added |
| Winnow Wealth LLC | 321 | $53.3K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 328 | $54.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 334 | $54.7K | 0.01% | +2+0.6% | Added |
| Boston Private Wealth LLC | 345 | $57.3K | 0.00% | +345 | New |
| Assetmark, Inc | 347 | $57.6K | 0.00% | −30−8.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 437 | $72.5K | 0.05% | +117+36.6% | Added |
| Advisor Group Holdings, Inc. | 464 | $77.0K | 0.00% | −5,687−92.5% | Reduced |
| First Horizon Advisors, Inc. | 467 | $77.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 490 | $81.3K | 0.00% | −171−25.9% | Reduced |
| CWM, LLC | 520 | $86.0K | 0.00% | +132+34.0% | Added |
| Coldstream Capital Management Inc | 604 | $100.3K | 0.00% | +604 | New |
| Smartleaf Asset Management LLC | 642 | $105.2K | 0.01% | −3−0.5% | Reduced |
| Kestra Investment Management, LLC | 724 | $120.2K | 0.00% | +724 | New |
| Leonteq Securities AG | 755 | $125.3K | 0.01% | +696+1,179.7% | Added |
| Atala Financial Inc | 757 | $125.7K | 0.09% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 755 | $126.3K | 0.00% | −245−24.5% | Reduced |
| Allworth Financial LP | 978 | $150.8K | 0.00% | +21+2.2% | Added |
| Pacer Advisors, Inc. | 967 | $160.5K | 0.00% | −146−13.1% | Reduced |
| Principal Securities, Inc. | 1,010 | $164.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 1,001 | $166.2K | 0.04% | +450+81.7% | Added |
| GAMMA Investing LLC | 1,068 | $177.3K | 0.01% | +196+22.5% | Added |
| 111 Capital | 1,206 | $200.2K | 0.04% | +1,206 | New |
| Sowell Financial Services LLC | 1,216 | $201.9K | 0.01% | +1,216 | New |
| Gotham Asset Management, LLC | 1,220 | $202.5K | 0.00% | −255−17.3% | Reduced |
| Shelton Capital Management | 1,227 | $203.7K | 0.00% | −40−3.2% | Reduced |
| Baird Financial Group, Inc. | 1,259 | $209.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,335 | $211.3K | 0.00% | −45−3.3% | Reduced |