BalchemBCPC

13F holders, Q2 2024 (June 30)
334holders +14
39new positions
24sold out
5famous investors
$152.92avg. 13F price*

At the end of Q2 2024, 334 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 14 from Q1 2024. 39 opened new positions and 24 sold out. The largest holders were BlackRock Inc. ($755.1M), Vanguard Group Inc. ($602.2M) and APG Asset Management N.V. ($431.7M). 5 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

0100200300400500 Q1 2024: 320Q1 2024Q2 2024: 334Q2 2024Q3 2024: 358Q3 2024Q4 2024: 359Q4 2024Q1 2025: 382Q1 2025Q2 2025: 396Q2 2025Q3 2025: 406Q3 2025Q4 2025: 409Q4 2025Q1 2026: 425Q1 2026Q2 2026: 417Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions39$21.2M
Exits24$27.5M

All 13F filers, Q1 2024 → Q2 2024: 806,394 shares bought and 972,658 shares sold, net −166,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 334 holders

BlackRock Inc. 0.02% Reduce -0.8% 4,904,585 $755.1M
Vanguard Group Inc. 0.01% Reduce -0.6% 3,911,674 $602.2M
APG Asset Management N.V. 0.77% Reduce -1.1% 3,005,446 $431.7M
Wasatch Advisors LP 1.38% Reduce -10.9% 1,677,107 $258.2M
State Street Corp. 0.01% Reduce -0.6% 1,222,220 $188.2M
Conestoga Capital Advisors, LLC 2.67% Add +2.6% 1,155,209 $177.8M
Geode Capital Management, LLC 0.01% Add +6.5% 900,925 $138.7M
Geneva Capital Management LLC 2.15% Add +0.5% 767,119 $118.1M
Morgan Stanley 0.01% Add +31.4% 703,460 $108.3M
Dimensional Fund Advisors LP 0.03% Add +0.9% 697,461 $107.4M
Clearbridge Investments, LLC 0.06% Reduce -10.6% 452,336 $69.6M
JPMorgan Chase & Co. 0.01% Reduce -6.1% 451,265 $69.5M
Ameriprise Financial Inc. 0.02% Reduce -2.9% 431,048 $66.4M
Schroder Investment Management Group 0.07% Add +1.3% 418,308 $64.4M
Norges Bank 0.01% Add +2.2% 387,462 $59.6M
Northern Trust Corp. 0.01% Reduce -3.3% 378,098 $58.2M
Charles Schwab Investment Management Inc. 0.01% Add +3.8% 354,408 $54.6M
Stephens Investment Management Group LLC 0.65% Reduce -8.4% 299,302 $46.1M
GW&K Investment Management, LLC 0.41% Reduce -3.2% 289,249 $44.5M
Bank of New York Mellon Corp 0.01% Add +1.2% 277,475 $42.7M
Congress Asset Management Co. 0.30% Add +3.9% 268,067 $41.3M
Corient Private Wealth LP 0.07% Add +0.6% 257,219 $39.6M
William Blair Investment Management, LLC 0.09% Add +8.4% 233,831 $36.0M
Royal Bank of Canada 0.01% Reduce -2.0% 208,834 $32.1M
Santa Monica Partners LP 20.53% No change 198,604 $30.6M
T. Rowe Price Associates Inc. 0.00% Add +1.1% 195,335 $30.1M
Renaissance Technologies 0.05% Add +3.3% 177,100 $27.3M
GMO 0.09% Add +5.1% 174,605 $26.9M
Principal Financial Group Inc. 0.02% Reduce -3.6% 166,362 $25.6M
Montanaro Asset Management Ltd 4.27% Reduce -1.5% 148,800 $22.9M
Tributary Capital Management, LLC 1.73% Add +0.3% 135,185 $20.8M
Nuveen Asset Management, LLC 0.01% Add +0.4% 132,898 $20.5M
Bank of America Corp. 0.00% Add +23.0% 131,939 $20.3M
Sei Investments Co. 0.03% Reduce -2.7% 124,343 $19.1M
Assenagon Asset Management S.A. 0.05% Reduce -5.5% 120,584 $18.6M
Envestnet Asset Management Inc. 0.01% Add +9.9% 114,253 $17.6M
Empower Advisory Group, LLC 0.06% Reduce -0.9% 112,226 $17.3M
California Public Employees Retirement System 0.01% Add +2.7% 105,621 $16.3M
Comerica Bank 0.06% Add +0.9% 99,499 $15.3M
Invesco Ltd. 0.00% Add +14.1% 96,153 $14.8M
Rhumbline Advisers 0.01% Reduce -0.1% 93,046 $14.3M
Legal & General Group Plc 0.00% Reduce -0.3% 92,102 $14.2M
Allspring Global Investments Holdings, LLC 0.02% Add +2.6% 85,424 $13.2M
Goldman Sachs Group Inc. 0.00% Add +30.6% 81,284 $12.5M
Salem Investment Counselors Inc. 0.39% Reduce -6.5% 79,345 $12.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +109.5% 78,839 $12.1M
Public Sector Pension Investment Board 0.07% Add +7.9% 71,312 $11.0M
Van Eck Associates Corp. 0.01% Add +0.8% 64,829 $10.0M
Swiss National Bank 0.01% No change 63,600 $9.8M
Scout Investments, Inc. 0.26% Reduce -8.7% 62,624 $9.6M
New York State Teachers Retirement System 0.02% Reduce -1.9% 51,799 $8.0M
Raymond James & Associates 0.01% Add +1.9% 50,348 $7.8M
Segall Bryant & Hamill, LLC 0.13% Add +18.0% 47,989 $7.4M
FMR LLC 0.00% Add +676.0% 47,641 $7.3M
Bahl & Gaynor LLC 0.04% Add +1.1% 46,338 $7.1M
CW Advisors, LLC 0.11% Add +5.7% 45,732 $7.0M
Jane Street Group, LLC 0.01% Add +339.2% 45,215 $7.0M
ProShare Advisors LLC 0.02% Reduce -16.4% 45,033 $6.9M
Voya Investment Management LLC 0.01% Reduce -1.1% 44,594 $6.9M
Alliancebernstein L.P. 0.00% Add +5.1% 44,143 $6.8M
Victory Capital Management Inc. 0.01% Add +4.3% 43,031 $6.6M
Wells Fargo & Company 0.00% Reduce -0.7% 42,972 $6.6M
Cutter & CO Brokerage, Inc. 1.60% Reduce -1.5% 42,966 $6.6M
CANADA LIFE ASSURANCE Co 0.01% Add +16.9% 42,786 $6.6M
Allianz Asset Management GmbH 0.01% Add +1.3% 41,000 $6.3M
Bath Savings Trust Co 0.61% Reduce -1.8% 37,007 $5.7M
Prudential Financial Inc. 0.01% Reduce -3.6% 35,060 $5.4M
EULAV Asset Management 0.14% Add +7.3% 32,500 $5.0M
Qube Research & Technologies Ltd 0.01% Add +875.6% 31,581 $4.9M
California State Teachers Retirement System 0.01% Reduce -2.3% 31,486 $4.8M
Moody Aldrich Partners LLC 0.91% Reduce -6.3% 30,313 $4.7M
STRS Ohio 0.02% Add +2.1% 29,600 $4.6M
Deutsche Bank AG 0.00% Reduce -7.2% 28,902 $4.4M
Great Lakes Advisors, LLC 0.04% Reduce -3.2% 28,340 $4.4M
Bank of Montreal 0.00% Reduce -80.0% 28,032 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -3.8% 26,916 $4.1M
Citigroup Inc. 0.00% Add +8.7% 26,800 $4.1M
Laurus Global Equity Management Inc. 1.66% No change 19,090 $4.0M
Russell Investments Group, Ltd. 0.01% Add +0.1% 25,763 $4.0M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.40% Reduce -15.1% 22,781 $3.5M
Cardinal Capital Management 0.58% Add +2.5% 22,561 $3.5M
Teacher Retirement System of Texas 0.02% Add +3.5% 21,762 $3.4M
Natixis Advisors, LLC 0.01% Add +1.8% 21,344 $3.3M
Voloridge Investment Management, LLC 0.01% New 20,886 $3.2M
Wendell David Associates Inc. 0.33% Reduce -3.3% 20,777 $3.2M
Oppenheimer Asset Management Inc. 0.04% Add +22.1% 20,582 $3.2M
Lazard Asset Management LLC 0.00% Reduce -8.1% 20,280 $3.1M
DekaBank Deutsche Girozentrale 0.01% Reduce -61.5% 20,500 $3.1M
New York State Common Retirement Fund 0.00% Add +3.8% 19,300 $3.0M
Public Employees Retirement System of Ohio 0.01% Reduce -0.0% 19,184 $3.0M
State of Alaska, Department of Revenue 0.03% Reduce -3.1% 19,037 $2.9M
Martin & Co. Inc. 0.73% Reduce -0.2% 18,805 $2.9M
Corebridge Financial, Inc. 0.02% — 18,757 $2.9M
MetLife Investment Management, LLC 0.02% Add +14.1% 18,644 $2.9M
Manufacturers Life Insurance Company, The 0.00% Add +4.0% 18,423 $2.8M
First Trust Advisors LP 0.00% Reduce -18.9% 18,110 $2.8M
Martingale Asset Management L P 0.06% No change 17,976 $2.8M
Advantage Alpha Capital Partners LP 0.60% Reduce -25.5% 17,751 $2.7M
Illinois Municipal Retirement Fund 0.04% Reduce -4.2% 17,591 $2.7M
BNP Paribas Financial Markets 0.00% Reduce -52.6% 17,584 $2.7M
Edgestream Partners, L.P. 0.13% New 17,248 $2.7M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -12.1% 16,710 $2.6M
Louisiana State Employees Retirement System 0.05% Add +1.9% 16,300 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 16,270 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -14.9% 15,440 $2.4M
Global Alpha Capital Management Ltd. 0.17% Add +0.5% 14,880 $2.3M
Janus Henderson Group PLC 0.00% Reduce -18.5% 14,719 $2.3M
LPL Financial LLC 0.00% Add +0.6% 14,576 $2.2M
Citadel Advisors 0.00% Add +1419.9% 14,515 $2.2M
First National Bank of Omaha 0.15% Add +1.5% 14,372 $2.2M
Townsquare Capital LLC 0.03% Add +15.0% 14,010 $2.2M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 13,792 $2.1M
Commonwealth Equity Services, LLC 0.00% Reduce -9.0% 13,392 $2.1M
Cresset Asset Management, LLC 0.01% Reduce -1.4% 13,282 $2.0M
Yousif Capital Management, LLC 0.02% Reduce -10.7% 13,001 $2.0M
State of Tennessee, Department of Treasury 0.01% Reduce -12.3% 12,890 $2.0M
UBS Group AG 0.00% Reduce -63.3% 12,664 $1.9M
Barclays PLC 0.00% Reduce -67.6% 12,015 $1.8M
ICW Investment Advisors LLC 0.81% Reduce -2.6% 11,634 $1.8M
Maryland State Retirement & Pension System 0.03% Reduce -2.7% 11,305 $1.7M
SG Americas Securities, LLC 0.01% Add +366.4% 11,227 $1.7M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 11,000 $1.7M
ExodusPoint Capital Management, LP 0.02% Add +16.1% 10,987 $1.7M
Glenmede Trust Co. NA 0.01% Add +4.2% 10,972 $1.7M
Quantinno Capital Management LP 0.03% Reduce -0.6% 10,917 $1.7M
MML Investors Services, LLC 0.01% Add +5.4% 10,633 $1.6M
Teachers Retirement System of the State of Kentucky 0.01% No change 10,495 $1.6M
Amalgamated Bank 0.01% Reduce -3.1% 9,892 $1.5M
Pathstone Holdings, LLC 0.01% Add +10.5% 9,729 $1.5M
Ensign Peak Advisors, Inc 0.00% No change 9,676 $1.5M
Stifel Financial Corp. 0.00% Add +46.0% 9,426 $1.5M
Algert Global LLC 0.05% Add +72.2% 9,421 $1.5M
Zions Bancorporation, N.A. 0.12% Reduce -3.2% 9,364 $1.4M
Fred Alger Management, LLC 0.01% Reduce -45.8% 9,306 $1.4M
Arizona State Retirement System 0.01% Add +1.9% 9,034 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -11.4% 9,008 $1.4M
US Bancorp \de 0.00% Reduce -1.2% 8,780 $1.4M
AlphaQuest LLC 0.17% Add +275500.0% 8,268 $1.3M
Avantax Advisory Services, Inc. 0.01% New 8,251 $1.3M
Oregon Public Employees Retirement Fund 0.02% Reduce -9.0% 7,871 $1.2M
Jump Financial, LLC 0.02% Add +0.3% 7,839 $1.2M
Handelsbanken Fonder AB 0.00% Add +12.2% 7,351 $1.1M
Creative Planning 0.00% Reduce -0.9% 7,328 $1.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +2.5% 7,278 $1.1M
Tidal Investments LLC 0.02% Add +321.4% 7,214 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.3% 6,987 $1.1M
Amundi 0.00% Reduce -14.6% 6,585 $1.1M
UniSuper Management Pty Ltd 0.01% No change 6,769 $1.0M
Brown Brothers Harriman & Co. 0.01% No change 6,500 $1.0M
Verition Fund Management LLC 0.01% New 6,450 $993K
Moseley Investment Management Inc. 0.46% New 6,374 $981K
PNC Financial Services Group, Inc. 0.00% Reduce -14.9% 6,345 $977K
Truist Financial Corp. 0.00% Add +7.2% 6,166 $949K
Level Four Advisory Services, LLC 0.04% New 6,101 $939K
Man Group plc 0.00% New 5,849 $900K
Marshall Wace, LLP 0.00% New 5,834 $898K
Intech Investment Management LLC 0.01% New 5,534 $852K
Nisa Investment Advisors, LLC 0.01% Reduce -2.0% 5,468 $842K
Tower Research Capital LLC (TRC) 0.01% Add +2568.8% 5,391 $830K
Azzad Asset Management Inc. 0.10% Add +0.8% 5,386 $829K
Mutual of America Capital Management LLC 0.01% Reduce -4.0% 5,330 $821K
Cetera Investment Advisers 0.00% Reduce -10.7% 5,293 $815K
Nebula Research & Development LLC 0.13% New 5,233 $806K
Inspire Advisors, LLC 0.11% Add +1.1% 5,205 $801K
Praxis Investment Management Inc. 0.05% No change 5,560 $786K
Zhang Financial LLC 0.05% No change 5,000 $770K
Trust Point Inc. 0.06% Reduce -0.4% 4,982 $767K
HSBC Holdings PLC 0.00% Add +1.6% 4,915 $757K
Commerce Bank 0.00% Add +5.4% 4,907 $755K
Inceptionr LLC 0.20% Add +80.5% 4,658 $717K
State of Wisconsin Investment Board 0.00% Reduce -15.4% 4,617 $711K
Bard Associates Inc. 0.27% No change 4,510 $694K
SageView Advisory Group, LLC 0.04% Reduce -8.9% 4,484 $690K
QRG Capital Management, Inc. 0.01% Add +0.5% 4,458 $686K
American Century Companies Inc. 0.00% Add +19.7% 4,444 $684K
Steigerwald, Gordon & Koch Inc. 0.08% No change 4,340 $668K
Annex Advisory Services, LLC 0.02% Add +8.9% 4,319 $665K
Balyasny Asset Management L.P. 0.00% New 4,066 $626K
Pictet Asset Management Holding SA 0.00% Add +6.6% 4,033 $621K
O'shaughnessy Asset Management, LLC 0.01% Add +94.1% 4,025 $620K
Public Employees Retirement Association of Colorado 0.00% Reduce -8.4% 4,010 $617K
Envestnet Portfolio Solutions, Inc. 0.00% Add +1.5% 3,926 $604K
Captrust Financial Advisors 0.00% Reduce -1.6% 3,748 $577K
Nicolet Advisory Services, LLC 0.05% Add +28.5% 3,434 $559K
Argent Capital Management LLC 0.02% Add +61.6% 3,629 $559K
Pitcairn Co. 0.03% Add +9.0% 3,612 $556K
Tokio Marine Asset Management Co. Ltd. 0.03% Reduce -21.7% 3,600 $554K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.2% 3,585 $552K
Two Sigma Investments, LP 0.00% Add +5.9% 3,506 $540K
Vident Advisory, LLC 0.01% New 3,486 $537K
Baldwin Wealth Partners LLC 0.04% Reduce -17.0% 3,449 $531K
Los Angeles Capital Management LLC 0.00% New 3,448 $531K
Ameritas Investment Partners, Inc. 0.02% No change 3,229 $497K
NewEdge Advisors, LLC 0.00% Reduce -8.2% 3,192 $491K
State of Wyoming 0.08% Add +65.2% 3,053 $470K
PFG Investments, LLC 0.03% No change 3,000 $462K
Legacy Wealth Asset Management, LLC 0.13% Reduce -0.6% 2,998 $462K
Gotham Asset Management 0.01% Add +43.4% 2,961 $456K
Orange Investment Advisors, Inc. 0.06% Add +6.7% 3,183 $453K
Park Avenue Securities LLC 0.01% Add +2.3% 2,938 $452K
Janney Montgomery Scott LLC 0.00% Reduce -2.2% 2,912 $448K
Chesapeake Capital Corp. 0.52% Reduce -51.4% 2,586 $398K
Crossmark Global Holdings, Inc. 0.01% Reduce -8.0% 2,517 $387K
Squarepoint Ops LLC 0.00% New 2,502 $385K
Atria Investments, Inc 0.01% New 2,496 $384K
LCM Capital Management Inc 0.23% No change 2,411 $371K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -18.3% 2,404 $370K
Susquehanna International Group, LLP 0.00% Add +73.9% 2,401 $370K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -50.0% 2,400 $369K
Mackenzie Financial Corp. 0.00% Add +23.5% 2,342 $361K
Mariner, LLC 0.00% Add +3.7% 2,302 $354K
Inspire Investing, LLC 0.04% Reduce -1.3% 2,286 $352K
Benjamin Edwards Inc. 0.07% Add +6.6% 2,231 $344K
Schonfeld Strategic Advisors LLC 0.00% Add +6.0% 2,183 $336K
First National Advisers, LLC 0.06% Add +10.0% 2,100 $323K
Xponance LLC 0.00% Add +5.3% 2,046 $315K
Holocene Advisors, LP 0.00% New 2,046 $315K
Fifth Third Bancorp 0.00% Add +0.9% 2,001 $308K
Petrus Trust Company, LTA 0.03% No change 1,986 $306K
Guggenheim Capital LLC 0.00% Reduce -12.7% 1,981 $305K
Brevan Howard Capital Management LP 0.02% New 1,957 $301K
HighTower Advisors, LLC 0.00% Add +3.5% 1,934 $296K
Gibbs Wealth Management 0.12% New 1,913 $295K
CIBC Asset Management Inc 0.00% Reduce -1.8% 1,890 $291K
Portfolio Strategies, Inc. 0.04% No change 1,885 $290K
Peapack Gladstone Financial Corp. 0.00% No change 1,856 $286K
Raymond James Trust N.A. 0.01% Reduce -3.2% 1,790 $276K
Evergreen Capital Management LLC 0.01% New 1,744 $268K
Entropy Technologies, LP 0.03% New 1,725 $266K
Franklin Resources Inc. 0.00% Add +2.0% 1,685 $259K
D. E. Shaw & Co. 0.00% No change 1,667 $257K
Lindenwold Advisors, INC 0.14% No change 1,658 $255K
Heritage Investors Management Corp. 0.01% No change 1,650 $254K
Profund Advisors LLC 0.01% Reduce -8.6% 1,644 $253K
Brown Advisory Inc. 0.00% Reduce -2.0% 1,615 $249K
Choreo, LLC 0.00% New 1,602 $247K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Reduce -54.5% 1,380 $243K
Compound Planning, Inc. 0.02% New 1,578 $243K
Osaic Holdings, Inc. 0.00% Reduce -18.4% 1,575 $242K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -30.1% 1,538 $236K
Old National Bancorp 0.01% New 1,518 $234K
Mission Wealth Management, LP 0.01% No change 1,496 $230K
HM Payson & Co. 0.00% Reduce -3.3% 1,475 $227K
Orion Porfolio Solutions, LLC 0.00% Reduce -9.0% 1,464 $225K
Orion Portfolio Solutions, LLC 0.00% Reduce -9.0% 1,464 $225K
Bill Few Associates, Inc. 0.08% No change 1,425 $219K
Quantbot Technologies LP 0.01% Reduce -55.6% 1,418 $218K
First Trust Direct Indexing L.P. 0.01% New 1,412 $217K
OMERS ADMINISTRATION Corp 0.00% New 1,400 $216K
Two Sigma Advisers, LP 0.00% New 1,400 $216K
Shelton Capital Management 0.01% Reduce -7.2% 1,385 $213K
Cerity Partners LLC 0.00% Reduce -30.6% 1,382 $213K
Portside Wealth Group, LLC 0.04% New 1,379 $212K
Sage Rhino Capital LLC 0.05% New 1,347 $207K
Heritage Wealth Management, LLC 0.11% Reduce -9.5% 1,337 $206K
Heritage Family Offices, LLP 0.11% — 1,337 $206K
TD Asset Management Inc 0.00% New 1,300 $200K
Allworth Financial LP 0.00% Add +4.8% 997 $172K
Farther Finance Advisors, LLC 0.01% Add +63.3% 1,027 $158K
Principal Securities, Inc. 0.00% Reduce -0.2% 907 $140K
KBC Group NV 0.00% Add +18.2% 895 $138K
Pacer Advisors, Inc. 0.00% Add +68.5% 851 $131K
Quadrant Capital Group LLC 0.01% Add +50.9% 798 $123K
Hilltop National Bank 0.04% Add +2.6% 750 $115K
Elevation Wealth Partners, LLC 0.05% No change 668 $103K
Archer Investment Corp 0.02% No change 551 $85K
Carolina Wealth Advisors, LLC 0.04% No change 548 $84K
Huntington National Bank 0.00% Reduce -42.4% 505 $78K
GAMMA Investing LLC 0.01% Add +2.5% 485 $75K
First Horizon Advisors, Inc. 0.00% No change 432 $67K
Assetmark, Inc. 0.00% Add +1.2% 336 $52K
Silicon Valley Capital Partners 0.01% No change 332 $51K
Perritt Capital Management Inc 0.02% No change 277 $43K
Cwm, LLC 0.00% Reduce -8.7% 272 $42K
CIBC Private Wealth Group LLC 0.00% Reduce -6.1% 248 $40K
Concourse Financial Group Securities, Inc. 0.00% Reduce -2.4% 249 $38K
Carolinas Wealth Consulting LLC 0.01% Reduce -13.8% 207 $32K
Northwestern Mutual Wealth Management Co. 0.00% No change 205 $32K
Catalyst Funds Management Pty Ltd 0.01% New 200 $31K
Plante Moran Financial Advisors, LLC 0.00% No change 200 $31K
Danske Bank A/S 0.00% New 200 $31K
Signaturefd, LLC 0.00% Add +1.2% 172 $26K
UMB Bank, n.a. 0.00% Add +5.1% 166 $26K
Smartleaf Asset Management LLC 0.00% New 168 $25K
Parallel Advisors, LLC 0.00% Reduce -6.5% 157 $24K
LGT Financial Advisors LLC 0.05% No change 155 $24K
Arax Advisory Partners 0.00% Add +1712.5% 145 $22K
Raffa Wealth Management, LLC 0.01% No change 143 $22K
Avior Wealth Management, LLC 0.00% Reduce -26.6% 124 $19K
Benjamin F. Edwards & Company, Inc. 0.00% Add +7.0% 123 $19K
Ashton Thomas Private Wealth, LLC 0.00% New 114 $18K
Blue Trust, Inc. 0.00% Add +465.0% 113 $18K
CI Investments Inc. 0.00% Add +3.7% 112 $17K
Crewe Advisors LLC 0.00% Add +307.4% 110 $17K
Bessemer Group Inc. 0.00% Reduce -66.5% 101 $16K
Millburn Ridgefield LLC 0.00% Reduce -1.9% 103 $16K
Catalyst Capital Advisors LLC 0.00% Reduce -1.9% 103 $16K
Global Retirement Partners, LLC 0.00% Add +476.5% 98 $15K
Rise Advisors, LLC 0.01% No change 90 $14K
Covestor Ltd 0.01% No change 81 $13K
MassMutual Private Wealth & Trust, FSB 0.00% No change 79 $12K
Mather Group, Llc. 0.00% No change 60 $9K
Leonteq Securities AG 0.00% No change 55 $8K
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 $6K
Bogart Wealth, LLC 0.00% No change 39 $6K
IFP Advisors, Inc 0.00% No change 36 $6K
Cape Investment Advisory, Inc. 0.00% Add +325.0% 34 $5K
Lindbrook Capital, LLC 0.00% Add +520.0% 31 $5K
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% No change 23 $4K
First Financial Corp. 0.00% No change 23 $4K
JFS Wealth Advisors, LLC 0.00% No change 22 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -4.3% 22 $3K
SRH Advisors, LLC 0.00% No change 20 $3K
Versant Capital Management, Inc 0.00% Reduce -40.6% 19 $3K
Triad Wealth Partners, LLC 0.00% New 15 $2K
Quarry LP 0.00% Reduce -25.0% 15 $2K
EverSource Wealth Advisors, LLC 0.00% No change 13 $2K
Private Wealth Management Group, LLC 0.00% No change 12 $2K
Financial Network Wealth Advisors LLC 0.00% New 12 $2K
Innealta Capital, LLC 0.00% New 12 $2K
Rothschild Investment LLC 0.00% Add +266.7% 11 $2K
Parkside Financial Bank & Trust 0.00% No change 10 $2K
Montag A & Associates Inc. 0.00% No change 8 $1K
SJS Investment Consulting Inc. 0.00% No change 6 $924
DiNuzzo Private Wealth, Inc. 0.00% Add +25.0% 5 $770
Abound Wealth Management 0.00% No change 4 $616
Larson Financial Group LLC 0.00% New 4 $616
Continuum Advisory, LLC 0.00% No change 2 $308
TFC Financial Management, Inc. 0.00% New 1 $154

"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.