BalchemBCPC

13F holders, Q1 2025 (March 31)
382holders +23
51new positions
28sold out
8famous investors
$165.47avg. 13F price*

At the end of Q1 2025, 382 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 23 from Q4 2024. 51 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($837.9M), Vanguard Group Inc. ($639.1M) and State Street Corp. ($203.8M). 8 famous investors held it, including Jeremy Grantham (0.2% 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions51$46.5M
Exits28$9.1M

All 13F filers, Q4 2024 → Q1 2025: 1,816,104 shares bought and 1,942,547 shares sold, net −126,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 382 holders

BlackRock, Inc. 0.02% Reduce -2.2% 5,047,435 $837.9M
Vanguard Group Inc. 0.01% Reduce -2.8% 3,850,286 $639.1M
State Street Corp. 0.01% Reduce -3.8% 1,227,455 $203.8M
Conestoga Capital Advisors, LLC 2.92% Reduce -0.7% 1,166,395 $193.6M
APG Asset Management N.V. 0.55% Reduce -40.6% 1,155,742 $177.6M
Wasatch Advisors LP 0.99% Reduce -11.1% 1,069,008 $177.5M
Geode Capital Management, LLC 0.01% Add +3.0% 966,635 $160.5M
Geneva Capital Management LLC 2.58% Add +1.4% 830,813 $137.9M
Morgan Stanley 0.01% Reduce -1.5% 782,525 $129.9M
FMR LLC 0.01% Add +18.8% 685,348 $113.8M
Dimensional Fund Advisors LP 0.02% Reduce -6.0% 593,749 $98.6M
Norges Bank 0.01% Add +15.3% 496,537 $82.4M
JPMorgan Chase & Co. 0.01% Reduce -5.8% 479,737 $79.6M
Schroder Investment Management Group 0.07% Add +15.3% 423,602 $69.4M
Northern Trust Corp. 0.01% Reduce -2.0% 399,033 $66.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.3% 369,744 $61.4M
Congress Asset Management Co. 0.45% Add +12.9% 358,500 $59.5M
Clearbridge Investments, LLC 0.05% Reduce -7.8% 339,416 $56.3M
GMO 0.16% Add +45.1% 296,303 $49.2M
William Blair Investment Management, LLC 0.13% Add +4.2% 286,133 $47.5M
Nuveen, LLC 0.01% — 284,423 $47.2M
Stephens Investment Management Group LLC 0.66% Reduce -1.2% 275,687 $45.8M
GW&K Investment Management, LLC 0.40% Reduce -3.2% 262,253 $43.5M
Corient Private Wealth LP 0.07% Reduce -0.2% 253,790 $42.1M
Goldman Sachs Group Inc. 0.01% Add +53.6% 246,883 $41.0M
Bank of New York Mellon Corp 0.01% Reduce -2.7% 237,106 $39.4M
T. Rowe Price Associates Inc. 0.00% Add +0.7% 233,816 $38.8M
Millennium Management 0.03% Add +660.5% 195,525 $32.5M
Royal Bank of Canada 0.01% Reduce -8.7% 181,164 $30.1M
Renaissance Technologies 0.05% Add +5.7% 180,700 $30.0M
Principal Financial Group Inc. 0.02% Add +2.6% 169,226 $28.1M
Ameriprise Financial Inc. 0.01% Add +8.3% 167,536 $27.8M
Bank of America Corp. 0.00% Add +4.9% 164,220 $27.3M
Qube Research & Technologies Ltd 0.04% Add +42.8% 142,728 $23.7M
Victory Capital Management Inc. 0.02% Add +10.0% 136,897 $22.7M
Invesco Ltd. 0.00% Reduce -42.0% 132,708 $22.0M
Tributary Capital Management, LLC 1.91% Reduce -3.2% 131,937 $21.9M
First Trust Advisors LP 0.02% Add +394.2% 123,718 $20.5M
Santa Monica Partners LP 10.91% Reduce -39.6% 120,014 $19.9M
Empower Advisory Group, LLC 0.06% Add +2.8% 119,057 $19.8M
Comerica Bank 0.08% Add +9.7% 110,925 $18.4M
Public Sector Pension Investment Board 0.07% Add +27.3% 103,100 $17.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.9% 100,860 $16.7M
California Public Employees Retirement System 0.01% Reduce -2.5% 100,563 $16.7M
Sei Investments Co. 0.02% Reduce -8.3% 98,452 $16.3M
Legal & General Group Plc 0.00% Reduce -3.3% 89,027 $14.8M
Allspring Global Investments Holdings, LLC 0.03% Reduce -4.5% 88,633 $14.7M
Envestnet Asset Management Inc. 0.00% Reduce -25.2% 88,571 $14.7M
Rhumbline Advisers 0.01% Add +0.4% 87,563 $14.5M
Jane Street Group, LLC 0.03% Add +1137.8% 85,583 $14.2M
BNP Paribas Financial Markets 0.01% Add +2.4% 83,731 $13.9M
Salem Investment Counselors Inc. 0.44% No change 76,345 $12.7M
Montanaro Asset Management Ltd 3.65% Reduce -30.3% 74,900 $12.4M
D. E. Shaw & Co. 0.02% Add +329.7% 72,052 $12.0M
Assenagon Asset Management S.A. 0.02% Add +343.2% 66,309 $11.0M
Citadel Advisors 0.01% Add +42.9% 63,822 $10.6M
Swiss National Bank 0.01% Reduce -1.3% 63,000 $10.5M
Two Sigma Investments, LP 0.02% Add +2099.4% 61,539 $10.2M
Voloridge Investment Management, LLC 0.04% Add +118.2% 57,118 $9.5M
Raymond James Financial Inc. 0.00% Reduce -32.0% 55,726 $9.3M
Segall Bryant & Hamill, LLC 0.14% Add +51.1% 55,316 $9.2M
Jacobs Levy Equity Management, Inc. 0.04% New 54,479 $9.0M
Citigroup Inc. 0.01% Add +11.4% 52,799 $8.8M
DekaBank Deutsche Girozentrale 0.02% Add +160.0% 53,300 $8.6M
Cubist Systematic Strategies, LLC 0.11% Add +36.1% 51,396 $8.5M
CW Advisors, LLC 0.10% Reduce -0.6% 50,408 $8.4M
Barclays PLC 0.00% Reduce -26.6% 49,320 $8.2M
ProShare Advisors LLC 0.02% Reduce -9.7% 47,912 $8.0M
Wells Fargo & Company 0.00% Reduce -2.0% 47,412 $7.9M
Bahl & Gaynor LLC 0.04% Reduce -1.4% 45,762 $7.6M
New York State Teachers Retirement System 0.02% Reduce -5.8% 44,199 $7.3M
Alliancebernstein L.P. 0.00% Reduce -1.1% 42,977 $7.1M
Watts Gwilliam & Co., LLC 1.52% Add +20.1% 42,131 $7.0M
Susquehanna International Group, LLP 0.01% Add +195.0% 41,893 $7.0M
Cutter & CO Brokerage, Inc. 1.61% Reduce -2.6% 40,968 $6.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -5.9% 38,943 $6.5M
UBS Group AG 0.00% Reduce -32.4% 36,871 $6.1M
Thrivent Financial for Lutherans 0.01% Reduce -2.8% 35,522 $5.9M
Voya Investment Management LLC 0.01% Add +12.6% 35,443 $5.9M
Teacher Retirement System of Texas 0.02% Add +11.8% 34,896 $5.8M
STRS Ohio 0.02% Add +21.4% 34,000 $5.6M
Prudential Financial Inc. 0.01% Reduce -4.0% 31,665 $5.6M
Two Sigma Advisers, LP 0.01% New 32,899 $5.5M
EULAV Asset Management 0.13% No change 32,500 $5.4M
Bath Savings Trust Co 0.55% Reduce -4.6% 32,049 $5.3M
Allianz Asset Management GmbH 0.01% Reduce -15.5% 30,803 $5.1M
Bank of Montreal 0.00% Add +4.1% 30,215 $5.0M
California State Teachers Retirement System 0.01% Reduce -1.1% 29,983 $5.0M
Van Eck Associates Corp. 0.01% Reduce -56.7% 29,197 $4.8M
Edgestream Partners, L.P. 0.16% Reduce -37.5% 28,645 $4.8M
Algert Global LLC 0.12% Add +37.0% 28,513 $4.7M
Moody Aldrich Partners LLC 0.98% Reduce -1.5% 28,307 $4.7M
ExodusPoint Capital Management, LP 0.06% New 27,668 $4.6M
Intech Investment Management LLC 0.05% Add +18.3% 27,507 $4.6M
Balyasny Asset Management L.P. 0.01% New 27,139 $4.5M
Deutsche Bank AG 0.00% Reduce -9.3% 26,490 $4.4M
Russell Investments Group, Ltd. 0.01% Add +3.7% 26,481 $4.4M
Cardinal Capital Management 0.66% Add +4.3% 25,842 $4.3M
Squarepoint Ops LLC 0.01% New 24,776 $4.1M
AlphaQuest LLC 0.44% Add +209.2% 24,600 $4.1M

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

Show all 382 holders