BalchemBCPC
13F holders, Q1 2024 (March 31)320holders
6famous investors
$153.77avg. 13F price*
At the end of Q1 2024, 320 institutions reported holding Balchem Corp. (BCPC) in their 13F filings. The largest holders were BlackRock Inc. ($766.4M), Vanguard Group Inc. ($609.9M) and APG Asset Management N.V. ($435.8M). 6 famous investors held it, including Jeremy Grantham (0.1% of GMO's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Balchem Corp.
- CUSIP
- 057665200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $31.8M |
| Exits | 14 | $22.3M |
Ownership 320 holders
| BlackRock Inc. | 0.02% | Reduce -0.9% | 4,946,397 | $766.4M |
| Vanguard Group Inc. | 0.01% | Add +3.8% | 3,935,935 | $609.9M |
| APG Asset Management N.V. | 0.76% | Add +4.7% | 3,037,350 | $435.8M |
| Wasatch Advisors LP | 1.52% | Reduce -1.5% | 1,881,814 | $291.6M |
| State Street Corp. | 0.01% | Add +1.4% | 1,229,161 | $190.5M |
| Conestoga Capital Advisors, LLC | 2.52% | Add +3.9% | 1,125,384 | $174.4M |
| Geode Capital Management, LLC | 0.01% | Add +13.1% | 846,205 | $131.1M |
| Geneva Capital Management LLC | 2.08% | Reduce -0.5% | 763,471 | $118.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.6% | 691,484 | $107.1M |
| Morgan Stanley | 0.01% | Reduce -8.5% | 535,452 | $83.0M |
| Clearbridge Investments, LLC | 0.06% | Reduce -3.0% | 506,143 | $78.4M |
| JPMorgan Chase & Co. | 0.01% | Add +18.7% | 480,356 | $74.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.4% | 443,894 | $68.8M |
| Schroder Investment Management Group | 0.08% | Reduce -3.4% | 413,147 | $64.0M |
| Northern Trust Corp. | 0.01% | Reduce -2.3% | 390,782 | $60.6M |
| Norges Bank | 0.01% | Add +8.0% | 379,228 | $58.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 341,529 | $52.9M |
| Stephens Investment Management Group LLC | 0.67% | Reduce -0.6% | 326,708 | $50.6M |
| GW&K Investment Management, LLC | 0.41% | Reduce -2.1% | 298,789 | $46.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.3% | 274,196 | $42.5M |
| Congress Asset Management Co. | 0.29% | Add +7.7% | 258,116 | $40.0M |
| Corient Private Wealth LP | 0.07% | Reduce -2.7% | 255,614 | $39.6M |
| William Blair Investment Management, LLC | 0.09% | Add +0.6% | 215,727 | $33.4M |
| Royal Bank of Canada | 0.01% | Reduce -13.0% | 213,200 | $33.0M |
| Santa Monica Partners LP | 21.28% | Reduce -2.2% | 198,604 | $30.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +32.2% | 193,146 | $29.9M |
| Principal Financial Group Inc. | 0.02% | Reduce -0.7% | 172,546 | $26.7M |
| Renaissance Technologies | 0.04% | Reduce -5.8% | 171,500 | $26.6M |
| GMO | 0.09% | Add +78.4% | 166,075 | $25.7M |
| Montanaro Asset Management Ltd | 4.23% | No change | 151,000 | $23.4M |
| Bank of Montreal | 0.01% | Add +0.8% | 140,325 | $22.1M |
| Tributary Capital Management, LLC | 1.71% | Reduce -1.4% | 134,821 | $20.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.7% | 132,336 | $20.5M |
| Sei Investments Co. | 0.03% | Add +4.1% | 127,822 | $19.8M |
| Assenagon Asset Management S.A. | 0.05% | New | 127,594 | $19.8M |
| Empower Advisory Group, LLC | 0.07% | Add +0.3% | 113,245 | $17.5M |
| Bank of America Corp. | 0.00% | Reduce -15.5% | 107,239 | $16.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.1% | 103,968 | $16.1M |
| California Public Employees Retirement System | 0.01% | Reduce -0.6% | 102,817 | $15.9M |
| Comerica Bank | 0.07% | Add +3.6% | 98,620 | $15.3M |
| Rhumbline Advisers | 0.01% | Reduce -0.2% | 93,164 | $14.4M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 92,331 | $14.3M |
| Salem Investment Counselors Inc. | 0.43% | No change | 84,845 | $13.1M |
| Invesco Ltd. | 0.00% | Reduce -4.5% | 84,276 | $13.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +1.9% | 83,221 | $12.9M |
| Scout Investments, Inc. | 0.26% | Reduce -5.9% | 68,590 | $10.4M |
| Public Sector Pension Investment Board | 0.07% | Reduce -1.2% | 66,092 | $10.2M |
| Van Eck Associates Corp. | 0.02% | Reduce -2.4% | 64,344 | $10.0M |
| Swiss National Bank | 0.01% | No change | 63,600 | $9.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.7% | 62,249 | $9.6M |
| Credit Suisse AG/ | 0.01% | Add +6.1% | 59,872 | $9.3M |
| Royce & Associates LP | 0.08% | No change | 58,436 | $9.1M |
| ProShare Advisors LLC | 0.02% | Reduce -18.7% | 53,837 | $8.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.6% | 52,799 | $8.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Add +3.9% | 53,300 | $8.2M |
| Raymond James & Associates | 0.01% | Add +24.5% | 49,421 | $7.7M |
| Bahl & Gaynor LLC | 0.04% | Reduce -0.5% | 45,829 | $7.1M |
| Voya Investment Management LLC | 0.01% | Reduce -1.6% | 45,097 | $7.0M |
| Cutter & CO Brokerage, Inc. | 1.66% | Reduce -1.5% | 43,602 | $6.8M |
| CW Advisors, LLC | 0.12% | Add +6.2% | 43,287 | $6.7M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 43,285 | $6.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.4% | 42,013 | $6.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -7.0% | 41,243 | $6.4M |
| Segall Bryant & Hamill, LLC | 0.12% | Add +7.7% | 40,679 | $6.3M |
| Allianz Asset Management GmbH | 0.01% | Reduce -78.4% | 40,486 | $6.3M |
| Bath Savings Trust Co | 0.62% | Reduce -1.6% | 37,699 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -8.7% | 37,627 | $5.8M |
| BNP Paribas Financial Markets | 0.01% | Add +21.8% | 37,117 | $5.8M |
| Barclays PLC | 0.00% | Reduce -26.3% | 37,113 | $5.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +3.1% | 36,596 | $5.7M |
| Prudential Financial Inc. | 0.01% | Reduce -3.1% | 36,368 | $5.6M |
| UBS Group AG | 0.00% | Add +13.8% | 34,539 | $5.4M |
| Moody Aldrich Partners LLC | 0.85% | Reduce -2.4% | 32,344 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -5.4% | 32,210 | $5.0M |
| Deutsche Bank AG | 0.00% | Add +74.6% | 31,156 | $4.8M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +24.6% | 30,400 | $4.7M |
| EULAV Asset Management | 0.13% | No change | 30,300 | $4.7M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -0.1% | 29,275 | $4.5M |
| STRS Ohio | 0.02% | No change | 29,000 | $4.5M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.3% | 28,217 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -2.6% | 27,970 | $4.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.47% | Reduce -19.8% | 26,827 | $4.2M |
| Laurus Global Equity Management Inc. | 1.41% | No change | 19,090 | $4.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -27.0% | 25,746 | $4.0M |
| Citigroup Inc. | 0.00% | Add +6.3% | 24,652 | $3.8M |
| Advantage Alpha Capital Partners LP | 0.69% | Reduce -19.6% | 23,833 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +326.8% | 22,318 | $3.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -36.0% | 22,063 | $3.4M |
| Cardinal Capital Management | 0.55% | Add +12.6% | 21,999 | $3.4M |
| Wendell David Associates Inc. | 0.34% | No change | 21,477 | $3.3M |
| Teacher Retirement System of Texas | 0.02% | Add +317.6% | 21,036 | $3.3M |
| Natixis Advisors, LLC | 0.01% | Add +16.7% | 20,969 | $3.2M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 20,394 | $3.2M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -1.0% | 19,641 | $3.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.7% | 19,186 | $3.0M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Reduce -4.9% | 19,006 | $2.9M |
| Martin & Co. Inc. | 0.71% | Reduce -0.5% | 18,848 | $2.9M |
| New York State Common Retirement Fund | 0.00% | Add +1.4% | 18,595 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Add +2.5% | 18,352 | $2.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.6% | 18,153 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Add +21.3% | 18,059 | $2.8M |
| Martingale Asset Management L P | 0.06% | Add +2.9% | 17,976 | $2.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.0% | 17,715 | $2.7M |
| American International Group, Inc. | 0.01% | Reduce -0.9% | 17,272 | $2.7M |
| Fred Alger Management, LLC | 0.01% | Reduce -47.3% | 17,171 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -23.7% | 16,850 | $2.6M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.6% | 16,338 | $2.5M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -0.6% | 16,000 | $2.5M |
| First National Bank of Omaha | 0.16% | Reduce -8.2% | 14,164 | $2.4M |
| Global Alpha Capital Management Ltd. | 0.17% | Add +4.2% | 14,800 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 14,722 | $2.3M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -10.1% | 14,698 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.8% | 14,550 | $2.3M |
| LPL Financial LLC | 0.00% | Add +0.4% | 14,493 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +3.6% | 13,477 | $2.1M |
| Townsquare Capital LLC | 0.03% | Add +36.7% | 12,178 | $1.9M |
| ICW Investment Advisors LLC | 0.82% | Reduce -1.0% | 11,948 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -6.5% | 13,837 | $1.7M |
| Quantinno Capital Management LP | 0.04% | Reduce -0.9% | 10,978 | $1.7M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.8% | 11,618 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +5.3% | 10,535 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,495 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -37.5% | 10,295 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -25.7% | 10,210 | $1.6M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 10,086 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.8% | 9,676 | $1.5M |
| Zions Bancorporation, N.A. | 0.11% | Add +0.3% | 9,671 | $1.5M |
| ExodusPoint Capital Management, LP | 0.02% | New | 9,464 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -16.9% | 8,883 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 8,861 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Add +96.7% | 8,805 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -8.5% | 8,651 | $1.3M |
| Watts Gwilliam & Co., LLC | 0.41% | — | 8,601 | $1.3M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +11.1% | 10,162 | $1.3M |
| Jump Financial, LLC | 0.03% | New | 7,816 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 7,453 | $1.2M |
| Creative Planning | 0.00% | Add +61.6% | 7,397 | $1.1M |
| Amundi | 0.00% | Add +27.2% | 7,714 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -10.9% | 7,101 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 6,963 | $1.1M |
| UniSuper Management Pty Ltd | 0.01% | New | 6,769 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 6,551 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,500 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +43.2% | 6,458 | $1.0M |
| FMR LLC | 0.00% | Add +6.6% | 6,139 | $951K |
| Trexquant Investment LP | 0.02% | Reduce -42.5% | 6,011 | $931K |
| Cetera Investment Advisers | 0.00% | New | 5,924 | $918K |
| Truist Financial Corp. | 0.00% | Add +38.3% | 5,751 | $891K |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -0.6% | 5,581 | $865K |
| Praxis Investment Management Inc. | 0.06% | No change | 5,560 | $862K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -1.6% | 5,555 | $861K |
| Algert Global LLC | 0.03% | No change | 5,470 | $848K |
| State of Wisconsin Investment Board | 0.00% | Add +78.4% | 5,456 | $845K |
| Azzad Asset Management Inc. | 0.10% | Add +0.9% | 5,343 | $828K |
| Chesapeake Capital Corp. | 0.61% | New | 5,322 | $825K |
| Inspire Advisors, LLC | 0.11% | Reduce -2.1% | 5,150 | $798K |
| Trust Point Inc. | 0.06% | Add +33.9% | 5,004 | $775K |
| Zhang Financial LLC | 0.06% | No change | 5,000 | $775K |
| SageView Advisory Group, LLC | 0.04% | Add +12.9% | 4,925 | $763K |
| HSBC Holdings PLC | 0.00% | New | 4,840 | $750K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +100.0% | 4,800 | $744K |
| Commerce Bank | 0.00% | Reduce -2.8% | 4,657 | $722K |
| Tokio Marine Asset Management Co. Ltd. | 0.04% | Reduce -2.1% | 4,600 | $713K |
| Bard Associates Inc. | 0.25% | No change | 4,510 | $699K |
| QRG Capital Management, Inc. | 0.01% | Add +0.3% | 4,437 | $687K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.2% | 4,378 | $678K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | No change | 4,340 | $672K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 4,161 | $645K |
| Baldwin Wealth Partners LLC | 0.05% | Reduce -3.5% | 4,154 | $644K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -19.2% | 3,993 | $619K |
| Annex Advisory Services, LLC | 0.02% | Add +4.8% | 3,967 | $615K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.8% | 3,867 | $599K |
| Captrust Financial Advisors | 0.00% | Reduce -5.3% | 3,811 | $591K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.5% | 3,784 | $586K |
| American Century Companies Inc. | 0.00% | Add +25.3% | 3,714 | $575K |
| Millennium Management | 0.00% | Reduce -70.5% | 3,500 | $542K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.5% | 3,477 | $539K |
| Pitcairn Co. | 0.03% | Add +3.6% | 3,315 | $514K |
| Two Sigma Investments, LP | 0.00% | Add +24.2% | 3,312 | $513K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,237 | $502K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 3,229 | $500K |
| Quantbot Technologies LP | 0.03% | New | 3,193 | $495K |
| Legacy Wealth Asset Management, LLC | 0.13% | Reduce -0.5% | 3,017 | $467K |
| PFG Investments, LLC | 0.03% | New | 3,000 | $465K |
| National Wealth Management Group, LLC | 0.36% | Add +1.9% | 2,987 | $463K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -6.3% | 2,983 | $462K |
| Janney Montgomery Scott LLC | 0.00% | Add +53.5% | 2,977 | $461K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +4.1% | 2,943 | $456K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.3% | 2,873 | $445K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 3,030 | $435K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +1.8% | 2,736 | $424K |
| Nicolet Advisory Services, LLC | 0.04% | Add +51.5% | 2,672 | $410K |
| Inceptionr LLC | 0.10% | New | 2,580 | $400K |
| LCM Capital Management Inc | 0.24% | Reduce -21.7% | 2,411 | $374K |
| SG Americas Securities, LLC | 0.00% | Reduce -48.9% | 2,407 | $373K |
| Inspire Investing, LLC | 0.04% | Reduce -10.3% | 2,315 | $359K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 2,295 | $356K |
| Guggenheim Capital LLC | 0.00% | Add +21.1% | 2,270 | $352K |
| Argent Capital Management LLC | 0.01% | Add +14.7% | 2,245 | $348K |
| Mariner, LLC | 0.00% | Add +8.1% | 2,220 | $344K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 2,201 | $341K |
| KLR Investment Advisors, LLC | 0.24% | Reduce -6.6% | 2,329 | $335K |
| Benjamin Edwards Inc. | 0.06% | Add +36.4% | 2,093 | $324K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,074 | $321K |
| Gotham Asset Management | 0.00% | New | 2,065 | $320K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 2,060 | $319K |
| Cerity Partners LLC | 0.00% | New | 1,992 | $309K |
| Petrus Trust Company, LTA | 0.03% | No change | 1,986 | $308K |
| Fifth Third Bancorp | 0.00% | Add +2.6% | 1,983 | $307K |
| Xponance LLC | 0.00% | Add +0.4% | 1,944 | $301K |
| Osaic Holdings, Inc. | 0.00% | Reduce -72.0% | 1,931 | $299K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.8% | 1,925 | $298K |
| First National Advisers, LLC | 0.07% | New | 1,909 | $296K |
| Mackenzie Financial Corp. | 0.00% | No change | 1,896 | $294K |
| Portfolio Strategies, Inc. | 0.02% | No change | 1,885 | $292K |
| Landscape Capital Management, L.L.C. | 0.03% | Reduce -2.2% | 1,882 | $292K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -9.6% | 1,856 | $288K |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 1,868 | $287K |
| Raymond James Trust N.A. | 0.01% | Add +25.1% | 1,850 | $287K |
| State of Wyoming | 0.05% | Reduce -5.8% | 1,848 | $286K |
| Profund Advisors LLC | 0.01% | Reduce -12.1% | 1,799 | $279K |
| Engineers Gate Manager LP | 0.01% | Reduce -18.3% | 1,790 | $277K |
| Duality Advisers, LP | 0.03% | No change | 1,762 | $273K |
| Aristides Capital LLC | 0.11% | New | 1,735 | $269K |
| Tidal Investments LLC | 0.00% | New | 1,712 | $265K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -8.8% | 1,680 | $260K |
| D. E. Shaw & Co. | 0.00% | No change | 1,667 | $258K |
| Lindenwold Advisors, INC | 0.14% | No change | 1,658 | $257K |
| Heritage Investors Management Corp. | 0.01% | Reduce -8.3% | 1,650 | $256K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 1,652 | $256K |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 1,648 | $255K |
| Associated Banc-Corp | 0.01% | Reduce -0.7% | 1,642 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.4% | 1,608 | $249K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -11.4% | 1,608 | $249K |
| HM Payson & Co. | 0.00% | No change | 1,525 | $236K |
| Mission Wealth Management, LP | 0.01% | No change | 1,496 | $232K |
| Shelton Capital Management | 0.01% | Reduce -9.5% | 1,492 | $231K |
| Heritage Wealth Management, LLC | 0.12% | Reduce -3.0% | 1,477 | $229K |
| Bill Few Associates, Inc. | 0.09% | No change | 1,425 | $221K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.9% | 1,381 | $214K |
| Baird Financial Group, Inc. | 0.00% | New | 1,335 | $207K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.0% | 1,310 | $203K |
| Citadel Advisors | 0.00% | New | 955 | $148K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 951 | $147K |
| Stephens Inc. | 0.00% | Add +0.8% | 933 | $145K |
| Principal Securities, Inc. | 0.00% | Add +388.7% | 909 | $141K |
| Huntington National Bank | 0.00% | Add +9.6% | 877 | $136K |
| KBC Group NV | 0.00% | No change | 757 | $117K |
| Hilltop National Bank | 0.04% | — | 731 | $113K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 668 | $104K |
| Farther Finance Advisors, LLC | 0.01% | Add +29.4% | 629 | $96K |
| Aquatic Capital Management LLC | 0.00% | Reduce -25.0% | 600 | $93K |
| Archer Investment Corp | 0.03% | Add +37.4% | 551 | $85K |
| Carolina Wealth Advisors, LLC | 0.05% | No change | 548 | $85K |
| Quadrant Capital Group LLC | 0.01% | Add +1.1% | 529 | $82K |
| Pacer Advisors, Inc. | 0.00% | Add +153.8% | 505 | $78K |
| GAMMA Investing LLC | 0.01% | Add +18.0% | 473 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 432 | $67K |
| Assetmark, Inc. | 0.00% | No change | 332 | $51K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 332 | $51K |
| Bessemer Group Inc. | 0.00% | Add +568.9% | 301 | $47K |
| Cwm, LLC | 0.00% | Add +3.5% | 298 | $46K |
| Perritt Capital Management Inc | 0.02% | Reduce -26.1% | 277 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | New | 264 | $40K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +32.1% | 255 | $40K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +1.7% | 240 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.8% | 205 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.5% | 202 | $31K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 200 | $31K |
| Signaturefd, LLC | 0.00% | Add +3.0% | 170 | $26K |
| Avior Wealth Management, LLC | 0.00% | New | 169 | $26K |
| Parallel Advisors, LLC | 0.00% | Add +380.0% | 168 | $26K |
| UMB Bank, n.a. | 0.00% | Add +9.7% | 158 | $24K |
| LGT Financial Advisors LLC | 0.03% | No change | 155 | $24K |
| Raffa Wealth Management, LLC | 0.01% | New | 143 | $22K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.5% | 115 | $18K |
| CI Investments Inc. | 0.00% | Add +20.0% | 108 | $17K |
| Millburn Ridgefield LLC | 0.00% | Reduce -19.9% | 105 | $16K |
| Catalyst Capital Advisors LLC | 0.00% | New | 105 | $16K |
| Rise Advisors, LLC | 0.01% | New | 90 | $14K |
| Covestor Ltd | 0.01% | Add +1.3% | 81 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.6% | 79 | $12K |
| Mather Group, Llc. | 0.00% | New | 60 | $9K |
| Leonteq Securities AG | 0.00% | Reduce -26.7% | 55 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $8K |
| Smithfield Trust Co | 0.00% | No change | 55 | $8K |
| Private Trust Co. NA | 0.00% | No change | 47 | $7K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -18.2% | 36 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +700.0% | 32 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | New | 28 | $4K |
| Crewe Advisors LLC | 0.00% | New | 27 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 27 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| Beacon Capital Management, LLC | 0.00% | New | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -4.2% | 23 | $4K |
| First Financial Corp. | 0.00% | New | 23 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 22 | $3K |
| Quarry LP | 0.00% | New | 20 | $3K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| Blue Trust, Inc. | 0.00% | Add +150.0% | 20 | $3K |
| SYSTM Wealth Solutions LLC | 0.00% | No change | 19 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +280.0% | 19 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 17 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -79.4% | 13 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 8 | $1K |
| JNBA Financial Advisors | 0.00% | No change | 8 | $1K |
| Arax Advisory Partners | 0.00% | No change | 8 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 8 | $1K |
| Avion Wealth | 0.00% | New | 3 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $930 |
| Lindbrook Capital, LLC | 0.00% | No change | 5 | $775 |
| Abound Wealth Management | 0.00% | No change | 4 | $620 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 4 | $620 |
| AlphaQuest LLC | 0.00% | New | 3 | $465 |
| Rothschild Investment LLC | 0.00% | New | 3 | $465 |
| Continuum Advisory, LLC | 0.00% | New | 2 | $310 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.