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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $46.5M |
| Exits | 28 | $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 |
| Natixis Advisors, LLC | 0.01% | Add +7.6% | 24,336 | $4.0M |
| Hillsdale Investment Management Inc. | 0.20% | Add +7.1% | 24,040 | $4.0M |
| Fiera Capital Corp | 0.01% | Reduce -0.3% | 23,027 | $3.8M |
| HRT Financial LP | 0.02% | Add +264.2% | 22,430 | $3.7M |
| Verition Fund Management LLC | 0.02% | Add +79.6% | 22,406 | $3.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +196.9% | 22,315 | $3.7M |
| Trexquant Investment LP | 0.04% | New | 20,918 | $3.5M |
| Townsquare Capital LLC | 0.04% | Add +12.8% | 20,422 | $3.4M |
| Engineers Gate Manager LP | 0.06% | Add +282.0% | 20,227 | $3.4M |
| Jump Financial, LLC | 0.05% | Add +54.8% | 20,076 | $3.3M |
| LPL Financial LLC | 0.00% | Add +11.3% | 20,294 | $3.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +4.7% | 19,265 | $3.2M |
| Nebula Research & Development LLC | 0.30% | Add +95.6% | 19,241 | $3.2M |
| Quantbot Technologies LP | 0.10% | Add +260.0% | 19,229 | $3.2M |
| MetLife Investment Management, LLC | 0.02% | Reduce -3.7% | 18,817 | $3.1M |
| Martin & Co. Inc. | 0.59% | Add +1.3% | 18,347 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 18,280 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.1% | 18,013 | $3.0M |
| Marshall Wace, LLP | 0.00% | Add +46.8% | 17,372 | $2.9M |
| Wendell David Associates Inc. | 0.28% | Reduce -12.5% | 17,127 | $2.8M |
| Global Alpha Capital Management Ltd. | 0.21% | No change | 17,109 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -2.6% | 16,923 | $2.8M |
| Corebridge Financial, Inc. | 0.02% | Reduce -1.9% | 16,887 | $2.8M |
| Laurus Global Equity Management Inc. | 1.76% | Reduce -16.6% | 15,920 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -5.6% | 15,576 | $2.6M |
| Lazard Asset Management LLC | 0.00% | Add +4.8% | 15,389 | $2.6M |
| Louisiana State Employees Retirement System | 0.05% | Reduce -2.5% | 15,300 | $2.5M |
| Amundi | 0.00% | Reduce -20.2% | 15,243 | $2.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.29% | Reduce -8.4% | 14,619 | $2.4M |
| Dark Forest Capital Management LP | 0.11% | Add +324.8% | 14,609 | $2.4M |
| Janus Henderson Group PLC | 0.00% | No change | 14,719 | $2.4M |
| State of Tennessee, Department of Treasury | 0.01% | Add +15.3% | 14,304 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -28.2% | 14,303 | $2.4M |
| First National Bank of Omaha | 0.16% | Add +2.0% | 14,164 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +265.4% | 13,665 | $2.3M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +68.4% | 13,239 | $2.2M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.2% | 12,062 | $2.0M |
| Creative Planning | 0.00% | Add +9.3% | 11,840 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 11,794 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -1.2% | 11,684 | $1.9M |
| ICW Investment Advisors LLC | 0.78% | Add +0.5% | 11,547 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | Add +7.2% | 11,536 | $1.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 11,050 | $1.8M |
| HSBC Holdings PLC | 0.00% | Add +9.3% | 11,144 | $1.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 11,000 | $1.8M |
| Zions Bancorporation, National Association | 0.12% | — | 10,997 | $1.8M |
| Man Group plc | 0.01% | Add +278.4% | 10,696 | $1.8M |
| OP Asset Management Ltd | 0.03% | — | 10,605 | $1.8M |
| Holocene Advisors, LP | 0.01% | Reduce -24.6% | 10,530 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 10,495 | $1.7M |
| Quantinno Capital Management LP | 0.01% | Add +4.0% | 10,111 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 10,081 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Reduce -4.8% | 9,736 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,676 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.8% | 9,638 | $1.6M |
| Maryland State Retirement & Pension System | 0.04% | Reduce -13.4% | 9,483 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +243.2% | 9,390 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -1.1% | 9,309 | $1.5M |
| Fred Alger Management, LLC | 0.01% | No change | 9,267 | $1.5M |
| Amalgamated Bank | 0.01% | Reduce -2.8% | 9,265 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -14.7% | 9,198 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 8,968 | $1.5M |
| US Bancorp \de | 0.00% | Add +36.8% | 8,859 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | Add +17.5% | 8,806 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 8,451 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.44% | Reduce -0.1% | 8,265 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +12.1% | 7,779 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -9.7% | 7,599 | $1.3M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -42.5% | 7,550 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.5% | 7,402 | $1.2M |
| Cibc World Markets Corp. | 0.01% | Add +137.2% | 7,174 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +2.6% | 7,063 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 6,918 | $1.1M |
| Centiva Capital, LP | 0.06% | New | 6,407 | $1.1M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -5.9% | 6,400 | $1.1M |
| Moseley Investment Management Inc. | 0.41% | No change | 6,374 | $1.1M |
| Tidal Investments LLC | 0.01% | Reduce -19.4% | 6,298 | $1.0M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,230 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 5,835 | $969K |
| Azzad Asset Management Inc. | 0.11% | Add +3.0% | 5,819 | $966K |
| Martingale Asset Management L P | 0.02% | Reduce -58.8% | 5,809 | $964K |
| QRG Capital Management, Inc. | 0.01% | Add +8.9% | 5,645 | $937K |
| Argent Capital Management LLC | 0.03% | Reduce -3.4% | 5,623 | $933K |
| State of Wisconsin Investment Board | 0.00% | Add +5.4% | 5,580 | $926K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 5,500 | $913K |
| Stifel Financial Corp. | 0.00% | Reduce -52.2% | 5,426 | $901K |
| Pictet Asset Management Holding SA | 0.00% | Add +1.8% | 5,196 | $861K |
| Numerai GP LLC | 0.16% | New | 5,164 | $857K |
| XTX Topco Ltd | 0.04% | New | 5,148 | $855K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.2% | 5,124 | $851K |
| AQR Capital Management | 0.00% | Add +124.4% | 5,074 | $842K |
| Vest Financial, LLC | 0.01% | New | 5,021 | $833K |
| Zhang Financial LLC | 0.04% | No change | 5,000 | $830K |
| Praxis Investment Management Inc. | 0.05% | No change | 4,840 | $803K |
| Aquatic Capital Management LLC | 0.02% | Add +172.9% | 4,770 | $792K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 4,748 | $788K |
| Commerce Bank | 0.01% | Reduce -0.6% | 4,742 | $787K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -3.9% | 4,734 | $786K |
| iSAM Funds (UK) Ltd | 0.39% | New | 4,723 | $784K |
| Counterpoint Mutual Funds LLC | 0.11% | New | 4,685 | $778K |
| Mackenzie Financial Corp. | 0.00% | Add +20.4% | 4,625 | $768K |
| Franklin Resources Inc. | 0.00% | Add +168.5% | 4,524 | $751K |
| Brevan Howard Capital Management LP | 0.02% | New | 4,474 | $743K |
| Steigerwald, Gordon & Koch Inc. | 0.08% | No change | 4,340 | $720K |
| Twinbeech Capital LP | 0.01% | New | 4,278 | $710K |
| Quadrant Capital Group LLC | 0.03% | Add +331.6% | 4,269 | $709K |
| American Century Companies Inc. | 0.00% | Reduce -9.4% | 4,269 | $709K |
| Captrust Financial Advisors | 0.00% | Reduce -12.5% | 4,109 | $682K |
| Nicolet Advisory Services, LLC | 0.07% | Add +5.3% | 4,360 | $681K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,010 | $666K |
| Magnetar Financial LLC | 0.01% | Add +108.0% | 3,958 | $657K |
| SageView Advisory Group, LLC | 0.03% | Reduce -12.4% | 3,887 | $645K |
| MML Investors Services, LLC | 0.00% | Reduce -65.3% | 3,716 | $617K |
| Gibbs Wealth Management | 0.14% | Add +32.0% | 3,543 | $588K |
| Aigen Investment Management, LP | 0.09% | New | 3,433 | $570K |
| Marshall & Sterling Wealth Advisors Inc. | 0.38% | Reduce -3.6% | 3,375 | $560K |
| Trust Point Inc. | 0.05% | Reduce -33.1% | 3,311 | $550K |
| Pitcairn Co. | 0.03% | Add +2.2% | 3,308 | $549K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.7% | 3,292 | $546K |
| Vident Advisory, LLC | 0.01% | Add +131.4% | 3,288 | $546K |
| Atria Investments, Inc | 0.01% | Add +31.4% | 3,062 | $508K |
| PFG Investments, LLC | 0.03% | No change | 3,000 | $498K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -32.0% | 2,995 | $497K |
| Blair William & Co. | 0.00% | New | 2,943 | $489K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.6% | 2,887 | $479K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.6% | 2,887 | $479K |
| Walleye Capital LLC | 0.01% | New | 2,832 | $470K |
| EntryPoint Capital, LLC | 0.21% | New | 2,807 | $466K |
| Legacy Wealth Asset Management, LLC | 0.13% | Reduce -1.8% | 2,802 | $465K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.7% | 2,730 | $453K |
| Mariner, LLC | 0.00% | Add +3.6% | 2,689 | $446K |
| Orange Investment Advisors, Inc. | 0.05% | Reduce -10.7% | 2,665 | $442K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -10.2% | 2,605 | $432K |
| Neuberger Berman Group LLC | 0.00% | Add +96.2% | 2,599 | $431K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.2% | 2,572 | $427K |
| First National Advisers, LLC | 0.07% | New | 2,532 | $420K |
| State of Wyoming | 0.06% | Add +9.4% | 2,527 | $419K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,500 | $415K |
| Xponance LLC | 0.00% | Add +5.8% | 2,447 | $406K |
| Cetera Investment Advisers | 0.00% | Reduce -55.9% | 2,445 | $406K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 2,440 | $405K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | No change | 2,400 | $401K |
| LCM Capital Management Inc | 0.23% | No change | 2,411 | $400K |
| Point72 (DIFC) Ltd | 0.04% | Add +44.7% | 2,321 | $385K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 2,308 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,240 | $372K |
| Evergreen Capital Management LLC | 0.01% | Add +17.3% | 2,222 | $369K |
| Jain Global LLC | 0.01% | New | 2,195 | $364K |
| Fiduciary Trust Co | 0.00% | New | 2,190 | $364K |
| United Services Automobile Association | 0.01% | New | 2,143 | $351K |
| Fifth Third Bancorp | 0.00% | Add +2.5% | 2,092 | $347K |
| Inspire Investing, LLC | 0.04% | Reduce -15.3% | 2,085 | $346K |
| Portside Wealth Group, LLC | 0.05% | Add +11.0% | 1,998 | $332K |
| Perbak Capital Partners LLP | 0.24% | New | 1,989 | $330K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.4% | 1,949 | $324K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -18.1% | 1,914 | $318K |
| Portfolio Strategies, Inc. | 0.05% | No change | 1,885 | $313K |
| Summitry LLC | 0.02% | Add +11.2% | 1,876 | $311K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 1,876 | $311K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.08% | Reduce -21.4% | 1,826 | $303K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 1,827 | $301K |
| Compound Planning, Inc. | 0.01% | Add +4.1% | 1,789 | $297K |
| Net Worth Advisory Group | 0.09% | Reduce -0.9% | 1,727 | $287K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -94.9% | 1,661 | $276K |
| Occudo Quantitative Strategies LP | 0.04% | New | 1,664 | $273K |
| Brown Advisory Inc. | 0.00% | No change | 1,615 | $268K |
| Bard Associates Inc. | 0.10% | Reduce -64.3% | 1,610 | $267K |
| KBC Group NV | 0.00% | Add +24.1% | 1,582 | $263K |
| Profund Advisors LLC | 0.01% | Reduce -11.1% | 1,525 | $253K |
| Heritage Family Offices, LLP | 0.13% | Add +5.9% | 1,504 | $250K |
| Truist Financial Corp. | 0.00% | Reduce -74.8% | 1,503 | $249K |
| Heritage Investors Management Corp. | 0.01% | Reduce -9.1% | 1,500 | $249K |
| Point72 Asset Management | 0.00% | Reduce -83.3% | 1,500 | $249K |
| Mission Wealth Management, LP | 0.01% | No change | 1,496 | $248K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $245K |
| Yorktown Management & Research Co Inc | 0.26% | New | 1,450 | $241K |
| Guggenheim Capital LLC | 0.00% | Add +9.9% | 1,443 | $240K |
| Lindenwold Advisors, INC | 0.13% | Reduce -14.4% | 1,428 | $237K |
| Bill Few Associates, Inc. | 0.08% | No change | 1,425 | $237K |
| Choreo, LLC | 0.00% | Add +1.3% | 1,413 | $235K |
| Vista Finance, LLC | 0.19% | Add +7.0% | 1,347 | $224K |
| Marco Investment Management LLC | 0.02% | No change | 1,325 | $220K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -3.3% | 1,335 | $211K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,259 | $209K |
| Shelton Capital Management | 0.00% | Reduce -3.2% | 1,227 | $204K |
| Gotham Asset Management | 0.00% | Reduce -17.3% | 1,220 | $203K |
| Sowell Financial Services LLC | 0.01% | New | 1,216 | $202K |
| 111 Capital | 0.04% | New | 1,206 | $200K |
| GAMMA Investing LLC | 0.01% | Add +22.5% | 1,068 | $177K |
| Archer Investment Corp | 0.04% | Add +81.7% | 1,001 | $166K |
| Principal Securities, Inc. | 0.00% | No change | 1,010 | $165K |
| Pacer Advisors, Inc. | 0.00% | Reduce -13.1% | 967 | $161K |
| Allworth Financial LP | 0.00% | Add +2.2% | 978 | $151K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -24.5% | 755 | $126K |
| Atala Financial Inc | 0.09% | No change | 757 | $126K |
| Leonteq Securities AG | 0.01% | Add +1179.7% | 755 | $125K |
| Kestra Investment Management, LLC | 0.00% | New | 724 | $120K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.5% | 642 | $105K |
| Coldstream Capital Management Inc. | 0.00% | New | 604 | $100K |
| Cwm, LLC | 0.00% | Add +34.0% | 520 | $86K |
| Huntington National Bank | 0.00% | Reduce -25.9% | 490 | $81K |
| First Horizon Advisors, Inc. | 0.00% | No change | 467 | $78K |
| Osaic Holdings, Inc. | 0.00% | Reduce -92.5% | 464 | $77K |
| Caitong International Asset Management Co., Ltd | 0.05% | Add +36.6% | 437 | $73K |
| Assetmark, Inc. | 0.00% | Reduce -8.0% | 347 | $58K |
| SVB Wealth LLC | 0.00% | New | 345 | $57K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 334 | $55K |
| Blue Trust, Inc. | 0.00% | No change | 328 | $54K |
| Winnacle Wealth LLC | 0.05% | No change | 321 | $53K |
| Covestor Ltd | 0.04% | Add +104.5% | 321 | $53K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 242 | $42K |
| Versant Capital Management, Inc | 0.01% | Add +534.2% | 241 | $40K |
| UMB Bank, n.a. | 0.00% | Add +24.0% | 227 | $38K |
| Perritt Capital Management Inc | 0.02% | Add +0.5% | 203 | $34K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.5% | 200 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -67.4% | 194 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -9.2% | 177 | $29K |
| CI Investments Inc. | 0.00% | Add +4.2% | 174 | $29K |
| Advisors Asset Management, Inc. | 0.00% | New | 165 | $27K |
| Parallel Advisors, LLC | 0.00% | No change | 162 | $27K |
| Westside Investment Management, Inc. | 0.01% | No change | 154 | $26K |
| Mather Group, Llc. | 0.00% | Add +30.5% | 154 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 159 | $24K |
| Wayfinding Financial, LLC | 0.01% | New | 134 | $22K |
| Bessemer Group Inc. | 0.00% | Reduce -22.2% | 112 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +25.9% | 102 | $17K |
| Federated Hermes, Inc. | 0.00% | Reduce -58.6% | 84 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +510.0% | 61 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -34.4% | 59 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +23.9% | 57 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $9K |
| Smithfield Trust Co | 0.00% | No change | 55 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 46 | $8K |
| Private Trust Co. NA | 0.00% | No change | 47 | $8K |
| Retirement Wealth Solutions LLC | 0.01% | Add +2.2% | 47 | $8K |
| IFP Advisors, Inc | 0.00% | Add +17.9% | 46 | $8K |
| Rothschild Investment LLC | 0.00% | Add +15.8% | 44 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 44 | $7K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 41 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 34 | $6K |
| Sterling Capital Management LLC | 0.00% | Add +3.0% | 34 | $6K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.4% | 33 | $6K |
| Global Financial Private Client, LLC | 0.00% | Add +14.3% | 32 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 31 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 25 | $4K |
| Bokf, NA | 0.00% | No change | 25 | $4K |
| Spire Wealth Management | 0.00% | New | 25 | $4K |
| Hemington Wealth Management | 0.00% | Add +75.0% | 28 | $4K |
| Optiver Holding B.V. | 0.00% | New | 24 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 21 | $3K |
| Hexagon Capital Partners LLC | 0.00% | New | 21 | $3K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| West Branch Capital LLC | 0.00% | New | 17 | $3K |
| Brooklyn Investment Group | 0.00% | New | 16 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -88.7% | 16 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Creative Financial Designs Inc. | 0.00% | Add +10.0% | 11 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +37.5% | 11 | $2K |
| Larson Financial Group LLC | 0.00% | Add +42.9% | 10 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 10 | $2K |
| NFSG Corp | 0.00% | No change | 9 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| Montag A & Associates Inc. | 0.00% | Add +50.0% | 9 | $1K |
| NewSquare Capital LLC | 0.00% | New | 8 | $1K |
| Stephens Consulting, LLC | 0.00% | New | 5 | $830 |
| SJS Investment Consulting Inc. | 0.00% | No change | 5 | $830 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $830 |
| Greenline Partners, LLC | 0.00% | New | 2 | $332 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $332 |
| Abound Wealth Management | 0.00% | No change | 1 | $166 |
| True Wealth Design, LLC | 0.00% | New | 1 | $166 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $166 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $166 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $166 |
| Private Wealth Asset Management, LLC | 0.00% | — | 1 | $166 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.