BalchemBCPC
13F holders, Q3 2024 (September 30)358holders +24
39new positions
18sold out
5famous investors
$174.26avg. 13F price*
At the end of Q3 2024, 358 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 24 from Q2 2024. 39 opened new positions and 18 sold out. The largest holders were BlackRock, Inc. ($873.9M), Vanguard Group Inc. ($689.7M) and APG Asset Management N.V. ($436.6M). 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Balchem Corp.
- CUSIP
- 057665200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $22.2M |
| Exits | 18 | $10.7M |
All 13F filers, Q2 2024 → Q3 2024: 1,383,814 shares bought and 1,309,969 shares sold, net +73,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 358 holders
| BlackRock, Inc. | 0.02% | — | 4,965,398 | $873.9M |
| Vanguard Group Inc. | 0.01% | Add +0.2% | 3,918,794 | $689.7M |
| APG Asset Management N.V. | 2.90% | Reduce -7.9% | 2,768,378 | $436.6M |
| Wasatch Advisors LP | 1.17% | Reduce -19.2% | 1,355,118 | $238.5M |
| State Street Corp. | 0.01% | Add +1.0% | 1,234,226 | $217.2M |
| Conestoga Capital Advisors, LLC | 2.81% | Add +1.8% | 1,175,569 | $206.9M |
| Geode Capital Management, LLC | 0.01% | Add +3.1% | 928,904 | $163.5M |
| Geneva Capital Management LLC | 2.29% | Add +1.7% | 779,869 | $137.3M |
| Morgan Stanley | 0.01% | Add +9.2% | 768,287 | $135.2M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -7.8% | 642,769 | $113.1M |
| FMR LLC | 0.01% | Add +944.3% | 497,495 | $87.6M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 458,986 | $80.8M |
| Clearbridge Investments, LLC | 0.06% | Reduce -10.3% | 405,862 | $71.4M |
| Norges Bank | 0.01% | Add +1.4% | 393,075 | $69.2M |
| Schroder Investment Management Group | 0.07% | Reduce -6.8% | 389,817 | $68.3M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 371,902 | $65.5M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 361,970 | $63.7M |
| Congress Asset Management Co. | 0.36% | Add +12.4% | 301,440 | $53.1M |
| Stephens Investment Management Group LLC | 0.68% | Reduce -6.0% | 281,451 | $49.5M |
| GW&K Investment Management, LLC | 0.42% | Reduce -4.2% | 277,020 | $48.8M |
| Corient Private Wealth LP | 0.07% | Reduce -0.5% | 255,992 | $45.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -12.9% | 241,602 | $42.5M |
| William Blair Investment Management, LLC | 0.10% | Add +0.8% | 235,739 | $41.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.1% | 232,581 | $40.9M |
| Nuveen Asset Management, LLC | 0.01% | Add +55.3% | 206,337 | $36.3M |
| Royal Bank of Canada | 0.01% | Reduce -2.3% | 203,951 | $35.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -52.9% | 203,179 | $35.8M |
| Santa Monica Partners LP | 20.59% | No change | 198,604 | $35.0M |
| GMO | 0.11% | Add +12.5% | 196,357 | $34.6M |
| Invesco Ltd. | 0.01% | Add +96.4% | 188,834 | $33.2M |
| Renaissance Technologies | 0.05% | Add +1.6% | 180,000 | $31.7M |
| Bank of America Corp. | 0.00% | Add +21.4% | 160,120 | $28.2M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.3% | 159,276 | $28.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +74.7% | 141,976 | $25.0M |
| Tributary Capital Management, LLC | 1.84% | Reduce -0.4% | 134,621 | $23.7M |
| Montanaro Asset Management Ltd | 4.01% | Reduce -14.1% | 127,800 | $22.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.5% | 119,406 | $21.0M |
| Empower Advisory Group, LLC | 0.07% | Add +1.1% | 113,427 | $20.0M |
| Sei Investments Co. | 0.03% | Reduce -12.2% | 109,181 | $19.2M |
| California Public Employees Retirement System | 0.01% | Add +0.1% | 105,700 | $18.6M |
| Assenagon Asset Management S.A. | 0.04% | Reduce -14.6% | 103,011 | $18.1M |
| Victory Capital Management Inc. | 0.02% | Add +129.7% | 98,853 | $17.4M |
| Comerica Bank | 0.07% | Reduce -0.7% | 98,774 | $17.4M |
| Legal & General Group Plc | 0.00% | Reduce -0.7% | 91,483 | $16.1M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +6.5% | 90,974 | $16.0M |
| Rhumbline Advisers | 0.01% | Reduce -2.9% | 90,360 | $15.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.1% | 83,651 | $14.7M |
| Salem Investment Counselors Inc. | 0.42% | No change | 79,345 | $14.0M |
| Public Sector Pension Investment Board | 0.07% | Reduce -3.5% | 68,812 | $12.1M |
| Swiss National Bank | 0.01% | Reduce -0.5% | 63,300 | $11.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -0.9% | 64,252 | $10.7M |
| Barclays PLC | 0.00% | Add +405.8% | 60,777 | $10.7M |
| Raymond James & Associates | 0.01% | Add +7.4% | 54,089 | $9.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -5.0% | 49,199 | $8.7M |
| CW Advisors, LLC | 0.11% | Add +5.7% | 48,318 | $8.5M |
| ProShare Advisors LLC | 0.02% | Add +6.6% | 48,015 | $8.5M |
| Bahl & Gaynor LLC | 0.04% | Add +2.2% | 47,340 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +46.1% | 46,139 | $8.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 44,003 | $7.7M |
| Citigroup Inc. | 0.01% | Add +61.1% | 43,178 | $7.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 42,519 | $7.5M |
| Teacher Retirement System of Texas | 0.04% | Add +95.2% | 42,470 | $7.5M |
| Cutter & CO Brokerage, Inc. | 1.68% | Reduce -1.8% | 42,198 | $7.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.3% | 41,396 | $7.3M |
| Jane Street Group, LLC | 0.01% | Reduce -11.8% | 39,869 | $7.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -10.6% | 36,667 | $6.5M |
| Bath Savings Trust Co | 0.63% | Reduce -2.5% | 36,087 | $6.4M |
| Voya Investment Management LLC | 0.01% | Reduce -20.5% | 35,458 | $6.2M |
| Prudential Financial Inc. | 0.01% | Reduce -2.1% | 34,325 | $6.0M |
| Segall Bryant & Hamill, LLC | 0.08% | Reduce -29.7% | 33,751 | $5.9M |
| Deutsche Bank AG | 0.00% | Add +14.7% | 33,149 | $5.8M |
| EULAV Asset Management | 0.14% | No change | 32,500 | $5.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.6% | 30,663 | $5.4M |
| Moody Aldrich Partners LLC | 0.95% | Reduce -2.1% | 29,662 | $5.2M |
| STRS Ohio | 0.02% | Reduce -1.4% | 29,200 | $5.1M |
| Bank of Montreal | 0.00% | Add +1.6% | 28,488 | $5.0M |
| Scout Investments, Inc. | 0.13% | Reduce -54.0% | 28,838 | $5.0M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -4.7% | 27,002 | $4.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +1.1% | 26,044 | $4.6M |
| Laurus Global Equity Management Inc. | 1.76% | No change | 19,090 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.3% | 25,478 | $4.5M |
| Cardinal Capital Management | 0.66% | Add +7.1% | 24,157 | $4.3M |
| Fiera Capital Corp | 0.01% | New | 23,869 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +26.7% | 22,942 | $4.0M |
| Hillsdale Investment Management Inc. | 0.30% | New | 22,240 | $3.9M |
| Natixis Advisors, LLC | 0.01% | Add +2.1% | 21,797 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +21.4% | 21,356 | $3.8M |
| UBS Group AG | 0.00% | Add +64.6% | 20,846 | $3.7M |
| Wendell David Associates Inc. | 0.35% | No change | 20,777 | $3.7M |
| Watts Gwilliam & Co., LLC | 0.79% | — | 21,427 | $3.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 20,500 | $3.6M |
| Martin & Co. Inc. | 0.78% | Reduce -0.3% | 18,750 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -11.1% | 18,570 | $3.3M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.0% | 18,561 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.7% | 18,515 | $3.3M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -10.1% | 18,511 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.1% | 18,255 | $3.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.33% | Reduce -20.0% | 18,224 | $3.2M |
| Illinois Municipal Retirement Fund | 0.05% | Add +3.1% | 18,134 | $3.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 18,128 | $3.2M |
| Algert Global LLC | 0.08% | Add +88.7% | 17,781 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.6% | 17,675 | $3.1M |
| Lazard Asset Management LLC | 0.00% | Reduce -17.4% | 16,757 | $2.9M |
| Martingale Asset Management L P | 0.07% | Reduce -7.4% | 16,640 | $2.9M |
| LPL Financial LLC | 0.00% | Add +13.9% | 16,606 | $2.9M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -3.7% | 15,700 | $2.8M |
| Townsquare Capital LLC | 0.03% | Add +9.2% | 15,300 | $2.7M |
| Janus Henderson Group PLC | 0.00% | No change | 14,719 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +596.1% | 14,242 | $2.5M |
| First National Bank of Omaha | 0.16% | Reduce -1.4% | 14,164 | $2.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -8.4% | 14,136 | $2.5M |
| Millennium Management | 0.00% | New | 13,800 | $2.4M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 13,785 | $2.4M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -17.5% | 13,785 | $2.4M |
| Global Alpha Capital Management Ltd. | 0.16% | Reduce -8.3% | 13,652 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 12,562 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.6% | 12,533 | $2.2M |
| Advantage Alpha Capital Partners LP | 0.50% | Reduce -30.1% | 12,405 | $2.2M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -3.9% | 12,384 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.1% | 12,211 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -13.4% | 11,943 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +26.2% | 11,893 | $2.1M |
| ICW Investment Advisors LLC | 0.85% | Reduce -0.4% | 11,587 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +6.7% | 11,341 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 11,000 | $1.9M |
| Zions Bancorporation, N.A. | 0.14% | Add +17.2% | 10,976 | $1.9M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -3.1% | 10,956 | $1.9M |
| Glenmede Trust Co. NA | 0.01% | Reduce -3.9% | 10,545 | $1.9M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 10,543 | $1.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,495 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +6.5% | 10,361 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Reduce -47.8% | 10,081 | $1.8M |
| Quantinno Capital Management LP | 0.02% | Reduce -8.4% | 10,002 | $1.8M |
| Creative Planning | 0.00% | Add +33.4% | 9,777 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,676 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 9,558 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +3.3% | 9,336 | $1.6M |
| Fred Alger Management, LLC | 0.01% | Reduce -0.4% | 9,267 | $1.6M |
| Edgestream Partners, L.P. | 0.07% | Reduce -47.2% | 9,109 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,008 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +83.5% | 9,018 | $1.6M |
| Intech Investment Management LLC | 0.02% | Add +55.6% | 8,611 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.44% | New | 8,523 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.0% | 8,167 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -7.9% | 8,083 | $1.4M |
| Tidal Investments LLC | 0.02% | Add +10.6% | 7,975 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +5.4% | 7,751 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -2.5% | 7,671 | $1.4M |
| Nebula Research & Development LLC | 0.16% | Add +43.5% | 7,509 | $1.3M |
| Amundi | 0.00% | Add +15.4% | 7,600 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -4.4% | 6,961 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.7% | 6,935 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +9.2% | 6,736 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | New | 6,700 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 6,550 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,500 | $1.1M |
| Moseley Investment Management Inc. | 0.45% | No change | 6,374 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +60.8% | 6,474 | $1.1M |
| Level Four Advisory Services, LLC | 0.05% | Add +8.8% | 6,635 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 6,222 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 6,208 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +133.9% | 5,615 | $988K |
| Praxis Investment Management Inc. | 0.06% | No change | 5,560 | $979K |
| Annex Advisory Services, LLC | 0.03% | Add +28.2% | 5,537 | $974K |
| Azzad Asset Management Inc. | 0.11% | Add +0.4% | 5,408 | $952K |
| Osaic Holdings, Inc. | 0.00% | Add +241.9% | 5,385 | $948K |
| Baldwin Wealth Partners LLC | 0.06% | Add +53.5% | 5,293 | $932K |
| QRG Capital Management, Inc. | 0.01% | Add +16.3% | 5,186 | $913K |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -6.6% | 5,106 | $899K |
| State of Wisconsin Investment Board | 0.00% | Add +8.7% | 5,017 | $883K |
| Zhang Financial LLC | 0.06% | No change | 5,000 | $880K |
| Trust Point Inc. | 0.07% | Reduce -0.2% | 4,971 | $875K |
| Inspire Advisors, LLC | 0.11% | Reduce -4.7% | 4,962 | $873K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -8.4% | 4,880 | $859K |
| Commerce Bank | 0.01% | Reduce -2.1% | 4,802 | $845K |
| American Century Companies Inc. | 0.00% | Add +6.4% | 4,727 | $832K |
| SageView Advisory Group, LLC | 0.04% | Add +3.8% | 4,653 | $819K |
| Brevan Howard Capital Management LP | 0.04% | Add +135.7% | 4,613 | $812K |
| Los Angeles Capital Management LLC | 0.00% | Add +33.1% | 4,588 | $807K |
| Bard Associates Inc. | 0.27% | No change | 4,510 | $794K |
| Pictet Asset Management Holding SA | 0.00% | Add +9.1% | 4,399 | $774K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | No change | 4,340 | $764K |
| Twinbeech Capital LP | 0.01% | New | 4,299 | $757K |
| Argent Capital Management LLC | 0.02% | Add +15.3% | 4,185 | $737K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +5.4% | 4,139 | $728K |
| Two Sigma Investments, LP | 0.00% | Add +17.4% | 4,115 | $724K |
| Balyasny Asset Management L.P. | 0.00% | Add +0.7% | 4,093 | $720K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,010 | $706K |
| Mackenzie Financial Corp. | 0.00% | Add +60.4% | 3,756 | $661K |
| Inceptionr LLC | 0.15% | Reduce -23.0% | 3,586 | $631K |
| TD Asset Management Inc | 0.00% | Add +176.9% | 3,600 | $630K |
| Captrust Financial Advisors | 0.00% | Reduce -5.1% | 3,558 | $626K |
| Nicolet Advisory Services, LLC | 0.06% | Add +6.6% | 3,662 | $626K |
| PDT Partners, LLC | 0.05% | New | 3,400 | $598K |
| Engineers Gate Manager LP | 0.01% | New | 3,345 | $589K |
| Chesapeake Capital Corp. | 0.53% | Add +27.9% | 3,307 | $579K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.4% | 3,275 | $576K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +123.1% | 3,266 | $575K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +123.1% | 3,266 | $575K |
| Pitcairn Co. | 0.03% | Reduce -9.8% | 3,257 | $573K |
| SG Americas Securities, LLC | 0.00% | Reduce -71.2% | 3,236 | $570K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.4% | 3,177 | $559K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 3,108 | $547K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | Reduce -13.9% | 3,100 | $546K |
| HRT Financial LP | 0.00% | New | 3,047 | $536K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +20.5% | 3,034 | $534K |
| PFG Investments, LLC | 0.03% | No change | 3,000 | $528K |
| Orange Investment Advisors, Inc. | 0.06% | Reduce -6.3% | 2,983 | $525K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.3% | 2,950 | $519K |
| Legacy Wealth Asset Management, LLC | 0.14% | Reduce -1.7% | 2,948 | $519K |
| Park Avenue Securities LLC | 0.01% | Reduce -4.2% | 2,814 | $495K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.5% | 2,729 | $480K |
| Atria Investments, Inc | 0.01% | Add +8.5% | 2,708 | $477K |
| Benjamin Edwards Inc. | 0.01% | Add +18.6% | 2,647 | $466K |
| Mariner, LLC | 0.00% | Add +8.6% | 2,501 | $440K |
| LCM Capital Management Inc | 0.24% | No change | 2,411 | $424K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | No change | 2,400 | $422K |
| Inspire Investing, LLC | 0.04% | Add +2.7% | 2,348 | $413K |
| First National Advisers, LLC | 0.06% | Add +8.6% | 2,280 | $401K |
| Gibbs Wealth Management | 0.13% | Add +17.3% | 2,243 | $395K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 2,240 | $394K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +1.9% | 2,225 | $392K |
| HighTower Advisors, LLC | 0.00% | Add +15.3% | 2,229 | $391K |
| State of Wyoming | 0.06% | Reduce -27.6% | 2,212 | $389K |
| Xponance LLC | 0.00% | Add +3.7% | 2,122 | $373K |
| Cerity Partners LLC | 0.00% | Add +50.2% | 2,076 | $365K |
| Fifth Third Bancorp | 0.00% | Add +3.0% | 2,062 | $363K |
| Choreo, LLC | 0.01% | Add +26.9% | 2,033 | $351K |
| Petrus Trust Company, LTA | 0.03% | No change | 1,986 | $350K |
| Paloma Partners Management Co | 0.02% | New | 1,900 | $334K |
| Portfolio Strategies, Inc. | 0.04% | No change | 1,885 | $332K |
| CIBC Asset Management Inc | 0.00% | Reduce -0.5% | 1,880 | $331K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.3% | 1,861 | $328K |
| AlphaQuest LLC | 0.03% | Reduce -77.7% | 1,843 | $324K |
| Evergreen Capital Management LLC | 0.01% | Add +2.5% | 1,788 | $315K |
| Raymond James Trust N.A. | 0.01% | Reduce -1.2% | 1,768 | $311K |
| Net Worth Advisory Group | 0.09% | — | 1,726 | $304K |
| Verition Fund Management LLC | 0.00% | Reduce -73.3% | 1,721 | $303K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 1,718 | $302K |
| Profund Advisors LLC | 0.01% | Add +2.5% | 1,686 | $297K |
| Compound Planning, Inc. | 0.02% | Add +6.1% | 1,674 | $295K |
| D. E. Shaw & Co. | 0.00% | No change | 1,667 | $293K |
| Lindenwold Advisors, INC | 0.15% | Add +0.3% | 1,663 | $293K |
| Franklin Resources Inc. | 0.00% | No change | 1,685 | $290K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,650 | $290K |
| Brown Advisory Inc. | 0.00% | No change | 1,615 | $284K |
| Acadian Asset Management LLC | 0.00% | New | 1,601 | $281K |
| First Trust Direct Indexing L.P. | 0.01% | Add +12.5% | 1,589 | $280K |
| Portside Wealth Group, LLC | 0.05% | Add +12.5% | 1,551 | $273K |
| Guggenheim Capital LLC | 0.00% | Reduce -23.4% | 1,517 | $267K |
| Mission Wealth Management, LP | 0.01% | No change | 1,496 | $263K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $260K |
| Old National Bancorp | 0.01% | Reduce -4.0% | 1,457 | $256K |
| Bill Few Associates, Inc. | 0.09% | No change | 1,425 | $251K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 1,409 | $248K |
| Citadel Advisors | 0.00% | Reduce -90.4% | 1,392 | $245K |
| Sage Rhino Capital LLC | 0.05% | Add +0.6% | 1,355 | $238K |
| Shelton Capital Management | 0.01% | Reduce -2.9% | 1,345 | $237K |
| Vident Advisory, LLC | 0.01% | Reduce -61.5% | 1,341 | $236K |
| Marco Investment Management LLC | 0.02% | New | 1,325 | $233K |
| Legacy Capital Wealth Partners, LLC | 0.05% | New | 1,320 | $232K |
| Neuberger Berman Group LLC | 0.00% | New | 1,319 | $232K |
| Heritage Family Offices, LLP | 0.12% | Reduce -1.9% | 1,311 | $231K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,380 | $229K |
| Baird Financial Group, Inc. | 0.00% | New | 1,259 | $222K |
| Private Advisor Group, LLC | 0.00% | New | 1,248 | $220K |
| Summitry LLC | 0.01% | New | 1,195 | $210K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 1,151 | $203K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -79.1% | 1,127 | $198K |
| Principal Securities, Inc. | 0.00% | Add +15.6% | 1,048 | $184K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.8% | 1,035 | $182K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 986 | $174K |
| Pacer Advisors, Inc. | 0.00% | Add +10.5% | 940 | $165K |
| Quadrant Capital Group LLC | 0.01% | Add +14.5% | 914 | $161K |
| KBC Group NV | 0.00% | No change | 895 | $158K |
| GAMMA Investing LLC | 0.01% | Add +73.4% | 841 | $148K |
| Catalyst Funds Management Pty Ltd | 0.03% | Add +300.0% | 800 | $141K |
| Blue Trust, Inc. | 0.00% | Add +642.5% | 839 | $129K |
| Hilltop National Bank | 0.04% | Reduce -4.0% | 720 | $127K |
| Archer Investment Corp | 0.03% | No change | 551 | $97K |
| Carolina Wealth Advisors, LLC | 0.05% | No change | 548 | $96K |
| Huntington National Bank | 0.00% | No change | 505 | $89K |
| Aquatic Capital Management LLC | 0.00% | New | 500 | $88K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.1% | 467 | $82K |
| Picton Mahoney Asset Management | 0.00% | New | 449 | $78K |
| Danske Bank A/S | 0.00% | Add +100.0% | 400 | $70K |
| Assetmark, Inc. | 0.00% | No change | 336 | $59K |
| Silicon Valley Capital Partners | 0.01% | No change | 332 | $58K |
| Cwm, LLC | 0.00% | Add +17.3% | 319 | $56K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 260 | $46K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +1.6% | 253 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.2% | 230 | $40K |
| Oarsman Capital, Inc. | 0.01% | New | 219 | $39K |
| Perritt Capital Management Inc | 0.02% | Reduce -27.1% | 202 | $36K |
| nVerses Capital, LLC | 0.02% | New | 200 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $35K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 200 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.1% | 195 | $34K |
| Signaturefd, LLC | 0.00% | Add +12.8% | 194 | $34K |
| UMB Bank, n.a. | 0.00% | Add +10.2% | 183 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 159 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.3% | 158 | $28K |
| LGT Financial Advisors LLC | 0.07% | No change | 155 | $27K |
| Westside Investment Management, Inc. | 0.01% | New | 154 | $27K |
| Arax Advisory Partners | 0.00% | Reduce -2.8% | 141 | $25K |
| Avior Wealth Management, LLC | 0.00% | No change | 124 | $22K |
| CI Investments Inc. | 0.00% | Add +7.1% | 120 | $21K |
| Bessemer Group Inc. | 0.00% | Add +13.9% | 115 | $20K |
| Rise Advisors, LLC | 0.01% | No change | 90 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.5% | 81 | $14K |
| Millburn Ridgefield LLC | 0.00% | Reduce -21.4% | 81 | $14K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -21.4% | 81 | $14K |
| Covestor Ltd | 0.01% | No change | 81 | $14K |
| Global Retirement Partners, LLC | 0.00% | Reduce -41.8% | 57 | $10K |
| Smithfield Trust Co | 0.00% | No change | 55 | $10K |
| Leonteq Securities AG | 0.00% | No change | 55 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $9K |
| Private Trust Co. NA | 0.00% | No change | 47 | $8K |
| Johnson Financial Group, Inc. | 0.00% | New | 46 | $8K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +78.3% | 41 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $7K |
| IFP Advisors, Inc | 0.00% | No change | 36 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $6K |
| Sterling Capital Management LLC | 0.00% | — | 33 | $6K |
| Lindbrook Capital, LLC | 0.00% | No change | 31 | $5K |
| Rothschild Investment LLC | 0.00% | Add +154.6% | 28 | $5K |
| Global Financial Private Client, LLC | 0.00% | No change | 27 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $5K |
| Mather Group, Llc. | 0.00% | Reduce -60.0% | 24 | $4K |
| Bokf, NA | 0.00% | New | 24 | $4K |
| First Financial Corp. | 0.00% | No change | 23 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +4.5% | 23 | $4K |
| Earned Wealth Advisors, LLC | 0.00% | New | 22 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 22 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $4K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -97.2% | 19 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 16 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +15.4% | 15 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 11 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $2K |
| Quarry LP | 0.00% | Reduce -46.7% | 8 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $1K |
| Montag A & Associates Inc. | 0.00% | Reduce -25.0% | 6 | $1K |
| Hemington Wealth Management | 0.00% | New | 11 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $880 |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -97.6% | 5 | $743 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $704 |
| Mendota Financial Group, LLC | 0.00% | New | 3 | $528 |
| Abound Wealth Management | 0.00% | Reduce -25.0% | 3 | $528 |
| Versant Capital Management, Inc | 0.00% | Reduce -84.2% | 3 | $528 |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $354 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $352 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $339 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $176 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.