BalchemBCPC
13F holders, Q4 2024 (December 31)359holders +1
29new positions
34sold out
8famous investors
$162.68avg. 13F price*
At the end of Q4 2024, 359 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 1 from Q3 2024. 29 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($841.4M), Vanguard Group Inc. ($645.7M) and APG Asset Management N.V. ($306.2M). 8 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Balchem Corp.
- CUSIP
- 057665200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $21.6M |
| Exits | 34 | $17.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,336,468 shares bought and 1,459,832 shares sold, net −123,364 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 359 holders
| BlackRock, Inc. | 0.02% | Add +4.0% | 5,162,263 | $841.4M |
| Vanguard Group Inc. | 0.01% | Add +1.1% | 3,961,487 | $645.7M |
| APG Asset Management N.V. | 0.85% | Reduce -29.7% | 1,945,474 | $306.2M |
| State Street Corp. | 0.01% | Add +3.3% | 1,275,380 | $209.0M |
| Wasatch Advisors LP | 0.97% | Reduce -11.3% | 1,202,354 | $196.0M |
| Conestoga Capital Advisors, LLC | 2.54% | Reduce -0.1% | 1,174,884 | $191.5M |
| Geode Capital Management, LLC | 0.01% | Add +1.0% | 938,504 | $153.0M |
| Geneva Capital Management LLC | 2.32% | Add +5.1% | 819,746 | $133.6M |
| Morgan Stanley | 0.01% | Add +3.4% | 794,499 | $129.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.7% | 632,004 | $103.0M |
| FMR LLC | 0.01% | Add +16.0% | 576,994 | $94.0M |
| JPMorgan Chase & Co. | 0.01% | Add +11.0% | 509,490 | $83.0M |
| Norges Bank | 0.01% | Add +9.5% | 430,475 | $70.2M |
| Northern Trust Corp. | 0.01% | Add +9.4% | 407,054 | $66.3M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.5% | 370,912 | $60.5M |
| Schroder Investment Management Group | 0.06% | Reduce -5.8% | 367,230 | $60.2M |
| Clearbridge Investments, LLC | 0.05% | Reduce -9.3% | 368,310 | $60.0M |
| Congress Asset Management Co. | 0.35% | Add +5.4% | 317,610 | $51.8M |
| Stephens Investment Management Group LLC | 0.61% | Reduce -0.9% | 278,927 | $45.5M |
| William Blair Investment Management, LLC | 0.11% | Add +16.5% | 274,545 | $44.7M |
| GW&K Investment Management, LLC | 0.38% | Reduce -2.2% | 270,809 | $44.1M |
| Corient Private Wealth LP | 0.07% | Reduce -0.7% | 254,192 | $41.4M |
| Bank of New York Mellon Corp | 0.01% | Add +0.8% | 243,627 | $39.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -0.1% | 232,221 | $37.9M |
| Invesco Ltd. | 0.01% | Add +21.2% | 228,933 | $37.3M |
| GMO | 0.11% | Add +4.0% | 204,212 | $33.3M |
| Santa Monica Partners LP | 17.48% | No change | 198,604 | $32.4M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 198,503 | $32.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.0% | 194,008 | $31.6M |
| Renaissance Technologies | 0.04% | Reduce -5.1% | 170,900 | $27.9M |
| Principal Financial Group Inc. | 0.01% | Add +3.5% | 164,915 | $26.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +13.2% | 160,751 | $26.2M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 156,562 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -23.9% | 154,720 | $25.2M |
| Tributary Capital Management, LLC | 1.72% | Add +1.2% | 136,255 | $22.2M |
| Victory Capital Management Inc. | 0.02% | Add +25.9% | 124,413 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.9% | 118,363 | $19.3M |
| Empower Advisory Group, LLC | 0.06% | Add +2.1% | 115,868 | $18.9M |
| Montanaro Asset Management Ltd | 3.62% | Reduce -15.9% | 107,500 | $17.5M |
| Sei Investments Co. | 0.02% | Reduce -1.6% | 107,424 | $17.5M |
| California Public Employees Retirement System | 0.01% | Reduce -2.4% | 103,171 | $16.8M |
| Comerica Bank | 0.07% | Add +2.4% | 101,144 | $16.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +116.6% | 99,926 | $16.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +2.0% | 92,796 | $15.1M |
| Legal & General Group Plc | 0.00% | Add +0.7% | 92,083 | $15.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +9.7% | 91,742 | $15.0M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 87,249 | $14.2M |
| Raymond James Financial Inc. | 0.00% | — | 81,958 | $13.4M |
| BNP Paribas Financial Markets | 0.01% | Add +283.1% | 81,805 | $13.3M |
| Public Sector Pension Investment Board | 0.06% | Add +17.7% | 81,010 | $13.2M |
| Salem Investment Counselors Inc. | 0.41% | Reduce -3.8% | 76,345 | $12.4M |
| Van Eck Associates Corp. | 0.01% | Add +4.8% | 67,362 | $11.0M |
| Barclays PLC | 0.01% | Add +10.6% | 67,213 | $11.0M |
| Swiss National Bank | 0.01% | Add +0.8% | 63,800 | $10.4M |
| UBS Group AG | 0.00% | Add +161.6% | 54,536 | $8.9M |
| ProShare Advisors LLC | 0.02% | Add +10.5% | 53,060 | $8.6M |
| CW Advisors, LLC | 0.11% | Add +5.0% | 50,711 | $8.3M |
| Wells Fargo & Company | 0.00% | Add +13.8% | 48,365 | $7.9M |
| Citigroup Inc. | 0.01% | Add +9.8% | 47,404 | $7.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -4.7% | 46,899 | $7.6M |
| Bahl & Gaynor LLC | 0.04% | Reduce -2.0% | 46,402 | $7.6M |
| Edgestream Partners, L.P. | 0.32% | Add +403.0% | 45,815 | $7.5M |
| Citadel Advisors | 0.01% | Add +3107.6% | 44,650 | $7.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 43,451 | $7.1M |
| Cutter & CO Brokerage, Inc. | 1.67% | Reduce -0.3% | 42,073 | $6.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.1% | 41,368 | $6.7M |
| Cubist Systematic Strategies, LLC | 0.10% | Add +258.2% | 37,767 | $6.2M |
| Segall Bryant & Hamill, LLC | 0.08% | Add +8.5% | 36,616 | $6.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +43.4% | 36,527 | $6.0M |
| Allianz Asset Management GmbH | 0.01% | Reduce -0.6% | 36,457 | $5.9M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 32,991 | $5.9M |
| Bath Savings Trust Co | 0.56% | Reduce -6.9% | 33,602 | $5.5M |
| Watts Gwilliam & Co., LLC | 1.15% | Add +63.7% | 35,069 | $5.4M |
| New Age Alpha Advisors, LLC | 0.22% | New | 32,790 | $5.3M |
| EULAV Asset Management | 0.13% | No change | 32,500 | $5.3M |
| Voya Investment Management LLC | 0.01% | Reduce -11.3% | 31,468 | $5.1M |
| Teacher Retirement System of Texas | 0.02% | Reduce -26.5% | 31,201 | $5.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 30,323 | $4.9M |
| Deutsche Bank AG | 0.00% | Reduce -11.9% | 29,216 | $4.8M |
| Bank of Montreal | 0.00% | Add +1.9% | 29,024 | $4.7M |
| Moody Aldrich Partners LLC | 0.87% | Reduce -3.1% | 28,741 | $4.7M |
| STRS Ohio | 0.02% | Reduce -4.1% | 28,000 | $4.6M |
| Voloridge Investment Management, LLC | 0.02% | Add +41.0% | 26,178 | $4.3M |
| Millennium Management | 0.00% | Add +86.3% | 25,709 | $4.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.0% | 25,526 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +9.1% | 25,034 | $4.1M |
| Cardinal Capital Management | 0.64% | Add +2.5% | 24,771 | $4.1M |
| Intech Investment Management LLC | 0.04% | Add +170.1% | 23,258 | $3.8M |
| Fiera Capital Corp | 0.01% | Reduce -3.3% | 23,089 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +3.8% | 22,615 | $3.7M |
| Hillsdale Investment Management Inc. | 0.18% | Add +0.9% | 22,440 | $3.7M |
| Algert Global LLC | 0.08% | Add +17.1% | 20,813 | $3.4M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 20,500 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | New | 19,913 | $3.2M |
| Wendell David Associates Inc. | 0.32% | Reduce -5.8% | 19,577 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Add +7.0% | 19,533 | $3.2M |
| Laurus Global Equity Management Inc. | 1.60% | No change | 19,090 | $3.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.1% | 18,407 | $3.0M |
| Amundi | 0.00% | Add +151.3% | 19,096 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -0.6% | 18,405 | $3.0M |
| Martin & Co. Inc. | 0.73% | Reduce -3.4% | 18,113 | $3.0M |
| Townsquare Capital LLC | 0.03% | Add +18.3% | 18,101 | $3.0M |
| LPL Financial LLC | 0.00% | Add +9.8% | 18,242 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.1% | 17,751 | $2.9M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -4.1% | 17,384 | $2.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -7.2% | 17,219 | $2.8M |
| Global Alpha Capital Management Ltd. | 0.20% | Add +25.3% | 17,109 | $2.8M |
| D. E. Shaw & Co. | 0.00% | Add +905.9% | 16,769 | $2.7M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -10.9% | 16,501 | $2.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.31% | Reduce -12.4% | 15,966 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | No change | 15,700 | $2.6M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -85.5% | 14,961 | $2.4M |
| Janus Henderson Group PLC | 0.00% | No change | 14,719 | $2.4M |
| Lazard Asset Management LLC | 0.00% | Reduce -12.4% | 14,683 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +152.9% | 14,202 | $2.3M |
| Martingale Asset Management L P | 0.06% | Reduce -15.2% | 14,110 | $2.3M |
| Holocene Advisors, LP | 0.01% | Reduce -1.9% | 13,968 | $2.3M |
| First National Bank of Omaha | 0.15% | Reduce -2.0% | 13,886 | $2.3M |
| Los Angeles Capital Management LLC | 0.01% | Add +186.4% | 13,141 | $2.1M |
| Jump Financial, LLC | 0.05% | New | 12,969 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +625.0% | 12,478 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Add +0.2% | 12,404 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Reduce -1.6% | 12,336 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 11,990 | $2.0M |
| Marshall Wace, LLP | 0.00% | New | 11,832 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.0% | 11,824 | $1.9M |
| ICW Investment Advisors LLC | 0.78% | Reduce -0.8% | 11,493 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -4.6% | 11,350 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -21.8% | 11,050 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 11,000 | $1.8M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -0.1% | 10,947 | $1.8M |
| Creative Planning | 0.00% | Add +10.8% | 10,833 | $1.8M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -21.8% | 10,777 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +3.9% | 10,763 | $1.8M |
| Zions Bancorporation, N.A. | 0.11% | Reduce -2.3% | 10,720 | $1.7M |
| MML Investors Services, LLC | 0.01% | Reduce -5.7% | 10,695 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 10,495 | $1.7M |
| HSBC Holdings PLC | 0.00% | Add +13.0% | 10,192 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Reduce -3.0% | 10,225 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 10,081 | $1.6M |
| Nebula Research & Development LLC | 0.19% | Add +31.0% | 9,837 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Reduce -2.8% | 9,718 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,676 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -0.2% | 9,536 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +0.8% | 9,413 | $1.5M |
| Fred Alger Management, LLC | 0.01% | No change | 9,267 | $1.5M |
| Point72 Asset Management | 0.00% | New | 9,000 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.4% | 8,968 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.7% | 8,471 | $1.4M |
| Handelsbanken Fonder AB | 0.01% | Add +9.0% | 8,451 | $1.4M |
| Avantax Advisory Services, Inc. | 0.01% | Add +3.0% | 8,415 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.41% | Reduce -3.0% | 8,269 | $1.3M |
| AlphaQuest LLC | 0.17% | Add +331.6% | 7,955 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +21.4% | 7,862 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -2.1% | 7,809 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 7,671 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 7,517 | $1.2M |
| Annex Advisory Services, LLC | 0.04% | Add +35.4% | 7,496 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.1% | 6,940 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -82.7% | 6,914 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 6,885 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 6,800 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | No change | 6,700 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -19.9% | 6,477 | $1.1M |
| Moseley Investment Management Inc. | 0.41% | No change | 6,374 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -4.2% | 6,230 | $1.0M |
| HRT Financial LP | 0.01% | Add +102.1% | 6,159 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +14.2% | 6,151 | $1.0M |
| Level Four Advisory Services, LLC | 0.04% | Reduce -8.0% | 6,104 | $995K |
| Truist Financial Corp. | 0.00% | Reduce -11.3% | 5,973 | $974K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 5,903 | $962K |
| Argent Capital Management LLC | 0.03% | Add +39.1% | 5,821 | $949K |
| Azzad Asset Management Inc. | 0.18% | Add +4.4% | 5,648 | $921K |
| Cetera Investment Advisers | 0.00% | Reduce -10.7% | 5,542 | $903K |
| Quantbot Technologies LP | 0.03% | New | 5,342 | $871K |
| Fox Run Management, L.L.C. | 0.16% | New | 5,310 | $866K |
| Engineers Gate Manager LP | 0.01% | Add +58.3% | 5,295 | $863K |
| State of Wisconsin Investment Board | 0.00% | Add +5.5% | 5,292 | $863K |
| QRG Capital Management, Inc. | 0.01% | Reduce -0.1% | 5,183 | $845K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.6% | 5,135 | $841K |
| Inspire Advisors, LLC | 0.10% | Add +3.2% | 5,123 | $835K |
| Pictet Asset Management Holding SA | 0.00% | Add +16.0% | 5,102 | $832K |
| Zhang Financial LLC | 0.05% | No change | 5,000 | $815K |
| Trust Point Inc. | 0.06% | Reduce -0.5% | 4,947 | $806K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.9% | 4,925 | $803K |
| Praxis Investment Management Inc. | 0.05% | Reduce -12.9% | 4,840 | $789K |
| Commerce Bank | 0.00% | Reduce -0.6% | 4,772 | $778K |
| American Century Companies Inc. | 0.00% | Reduce -0.3% | 4,711 | $768K |
| Captrust Financial Advisors | 0.00% | Add +32.0% | 4,698 | $766K |
| Bard Associates Inc. | 0.25% | No change | 4,510 | $739K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.7% | 4,435 | $723K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.3% | 4,402 | $717K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | No change | 4,340 | $707K |
| Entropy Technologies, LP | 0.07% | New | 4,225 | $689K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,010 | $654K |
| Nicolet Advisory Services, LLC | 0.06% | Add +13.0% | 4,139 | $638K |
| Mackenzie Financial Corp. | 0.00% | Add +2.2% | 3,840 | $626K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +68.1% | 3,740 | $610K |
| Marshall & Sterling Wealth Advisors Inc. | 0.39% | — | 3,501 | $570K |
| Dark Forest Capital Management LP | 0.08% | New | 3,439 | $561K |
| PDT Partners, LLC | 0.05% | No change | 3,400 | $554K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.3% | 3,382 | $551K |
| Chesapeake Capital Corp. | 0.55% | No change | 3,307 | $539K |
| Pitcairn Co. | 0.03% | Reduce -0.6% | 3,238 | $528K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,087 | $503K |
| Cibc World Markets Corp. | 0.00% | New | 3,025 | $493K |
| PFG Investments, LLC | 0.03% | No change | 3,000 | $489K |
| Orange Investment Advisors, Inc. | 0.06% | No change | 2,983 | $486K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.2% | 2,956 | $482K |
| Prudential PLC | 0.00% | New | 2,905 | $474K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.3% | 2,902 | $473K |
| Legacy Wealth Asset Management, LLC | 0.13% | Reduce -3.3% | 2,852 | $465K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -13.0% | 2,841 | $463K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -13.0% | 2,841 | $463K |
| Man Group plc | 0.00% | New | 2,827 | $461K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.2% | 2,808 | $458K |
| Two Sigma Investments, LP | 0.00% | Reduce -32.0% | 2,798 | $456K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.9% | 2,736 | $446K |
| Gibbs Wealth Management | 0.12% | Add +19.6% | 2,683 | $437K |
| Mariner, LLC | 0.00% | Add +3.8% | 2,595 | $423K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -15.4% | 2,567 | $418K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 2,561 | $417K |
| Farringdon Capital, Ltd. | 0.17% | — | 2,559 | $417K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Reduce -19.4% | 2,500 | $407K |
| Inspire Investing, LLC | 0.04% | Add +4.9% | 2,462 | $401K |
| HighTower Advisors, LLC | 0.00% | Add +10.0% | 2,452 | $400K |
| LCM Capital Management Inc | 0.22% | No change | 2,411 | $393K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 2,400 | $391K |
| Benjamin Edwards Inc. | 0.01% | Reduce -11.0% | 2,357 | $384K |
| Baldwin Wealth Partners LLC | 0.03% | Reduce -55.9% | 2,337 | $381K |
| Atria Investments, Inc | 0.00% | Reduce -14.0% | 2,330 | $380K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.10% | Add +35.2% | 2,322 | $378K |
| Xponance LLC | 0.00% | Add +9.0% | 2,313 | $377K |
| State of Wyoming | 0.05% | Add +4.4% | 2,310 | $377K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 2,270 | $370K |
| AQR Capital Management | 0.00% | New | 2,261 | $369K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,240 | $365K |
| Fifth Third Bancorp | 0.00% | Reduce -1.0% | 2,042 | $333K |
| Petrus Trust Company, LTA | 0.03% | No change | 1,986 | $324K |
| Mercer Global Advisors Inc. | 0.00% | New | 1,941 | $316K |
| Evergreen Capital Management LLC | 0.01% | Add +6.0% | 1,895 | $311K |
| Magnetar Financial LLC | 0.01% | New | 1,903 | $310K |
| Portfolio Strategies, Inc. | 0.04% | No change | 1,885 | $307K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.8% | 1,876 | $306K |
| Portside Wealth Group, LLC | 0.05% | Add +16.1% | 1,800 | $293K |
| Aquatic Capital Management LLC | 0.01% | Add +249.6% | 1,748 | $285K |
| Net Worth Advisory Group | 0.09% | Add +1.0% | 1,743 | $284K |
| Compound Planning, Inc. | 0.01% | Add +2.7% | 1,719 | $280K |
| Profund Advisors LLC | 0.01% | Add +1.7% | 1,715 | $280K |
| Summitry LLC | 0.01% | Add +41.2% | 1,687 | $275K |
| Franklin Resources Inc. | 0.00% | No change | 1,685 | $275K |
| Lindenwold Advisors, INC | 0.15% | Add +0.3% | 1,668 | $272K |
| Heritage Investors Management Corp. | 0.01% | No change | 1,650 | $269K |
| Brown Advisory Inc. | 0.00% | No change | 1,615 | $263K |
| Point72 (DIFC) Ltd | 0.02% | New | 1,604 | $261K |
| Mission Wealth Management, LP | 0.01% | No change | 1,496 | $244K |
| Old National Bancorp | 0.01% | Add +1.6% | 1,480 | $241K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $240K |
| Gotham Asset Management | 0.00% | New | 1,475 | $240K |
| Bill Few Associates, Inc. | 0.08% | No change | 1,425 | $232K |
| Vident Advisory, LLC | 0.00% | Add +6.0% | 1,421 | $232K |
| Heritage Family Offices, LLP | 0.12% | Add +8.3% | 1,420 | $231K |
| Choreo, LLC | 0.00% | Reduce -31.4% | 1,395 | $230K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,380 | $222K |
| Sage Rhino Capital LLC | 0.05% | Reduce -0.1% | 1,354 | $221K |
| Neuberger Berman Group LLC | 0.00% | Add +0.5% | 1,325 | $216K |
| Marco Investment Management LLC | 0.02% | No change | 1,325 | $216K |
| Guggenheim Capital LLC | 0.00% | Reduce -13.4% | 1,313 | $214K |
| KBC Group NV | 0.00% | Add +42.5% | 1,275 | $208K |
| Shelton Capital Management | 0.01% | Reduce -5.8% | 1,267 | $207K |
| Vista Finance, LLC | 0.21% | New | 1,259 | $205K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,259 | $205K |
| Pacer Advisors, Inc. | 0.00% | Add +18.4% | 1,113 | $181K |
| Principal Securities, Inc. | 0.00% | Reduce -3.6% | 1,010 | $165K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.4% | 1,000 | $163K |
| Quadrant Capital Group LLC | 0.01% | Add +8.2% | 989 | $161K |
| Allworth Financial LP | 0.00% | Reduce -2.9% | 957 | $155K |
| GAMMA Investing LLC | 0.01% | Add +3.7% | 872 | $142K |
| Atala Financial Inc | 0.09% | — | 757 | $123K |
| Huntington National Bank | 0.00% | Add +30.9% | 661 | $108K |
| Hilltop National Bank | 0.03% | Reduce -8.9% | 656 | $107K |
| Smartleaf Asset Management LLC | 0.01% | Add +230.8% | 645 | $106K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.2% | 595 | $97K |
| Venturi Wealth Management, LLC | 0.00% | New | 580 | $95K |
| Archer Investment Corp | 0.02% | No change | 551 | $90K |
| First Horizon Advisors, Inc. | 0.00% | No change | 467 | $76K |
| Cwm, LLC | 0.00% | Add +21.6% | 388 | $63K |
| Assetmark, Inc. | 0.00% | Add +12.2% | 377 | $61K |
| Silicon Valley Capital Partners | 0.01% | No change | 332 | $54K |
| Blue Trust, Inc. | 0.00% | Reduce -60.9% | 328 | $53K |
| Winnacle Wealth LLC | 0.05% | — | 321 | $52K |
| Caitong International Asset Management Co., Ltd | 0.05% | — | 320 | $52K |
| Oarsman Capital, Inc. | 0.01% | Add +6.8% | 234 | $38K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 234 | $38K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -15.0% | 215 | $35K |
| Federated Hermes, Inc. | 0.00% | New | 203 | $33K |
| Perritt Capital Management Inc | 0.02% | No change | 202 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $33K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 200 | $33K |
| Signaturefd, LLC | 0.00% | Add +0.5% | 195 | $32K |
| UMB Bank, n.a. | 0.00% | No change | 183 | $30K |
| R Squared Ltd | 0.03% | — | 180 | $29K |
| CI Investments Inc. | 0.00% | Add +39.2% | 167 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 162 | $26K |
| Covestor Ltd | 0.02% | Add +93.8% | 157 | $26K |
| LGT Financial Advisors LLC | 0.06% | No change | 155 | $25K |
| Westside Investment Management, Inc. | 0.01% | No change | 154 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 158 | $25K |
| Bessemer Group Inc. | 0.00% | Add +25.2% | 144 | $24K |
| Arax Advisory Partners | 0.00% | No change | 141 | $23K |
| Mather Group, Llc. | 0.00% | Add +391.7% | 118 | $19K |
| Rise Advisors, LLC | 0.01% | No change | 90 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 81 | $13K |
| Catalyst Capital Advisors LLC | 0.00% | Reduce -12.3% | 71 | $12K |
| Leonteq Securities AG | 0.00% | Add +7.3% | 59 | $10K |
| Avior Wealth Management, LLC | 0.00% | Reduce -54.8% | 56 | $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 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +206.7% | 46 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 44 | $7K |
| Retirement Wealth Solutions LLC | 0.01% | — | 46 | $7K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 41 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -98.8% | 39 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| IFP Advisors, Inc | 0.00% | Add +8.3% | 39 | $6K |
| Versant Capital Management, Inc | 0.00% | Add +1166.7% | 38 | $6K |
| Rothschild Investment LLC | 0.00% | Add +35.7% | 38 | $6K |
| Global Retirement Partners, LLC | 0.00% | Reduce -35.1% | 37 | $6K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -23.9% | 35 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $6K |
| Sterling Capital Management LLC | 0.00% | No change | 33 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 31 | $5K |
| Global Financial Private Client, LLC | 0.00% | Add +3.7% | 28 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| Bokf, NA | 0.00% | Add +4.2% | 25 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $4K |
| GeoWealth Management, LLC | 0.00% | No change | 22 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| Hemington Wealth Management | 0.00% | Add +45.5% | 16 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 11 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $2K |
| MAI Capital Management | 0.00% | New | 10 | $2K |
| NFSG Corp | 0.00% | New | 9 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +60.0% | 8 | $1K |
| Larson Financial Group LLC | 0.00% | Add +75.0% | 7 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 6 | $936 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -16.7% | 5 | $815 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $815 |
| SBI Securities Co., Ltd. | 0.00% | — | 2 | $326 |
| Cornerstone Planning Group LLC | 0.00% | No change | 2 | $322 |
| Abound Wealth Management | 0.00% | Reduce -66.7% | 1 | $163 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $163 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $163 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.