BalchemBCPC
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 396 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 14 from Q1 2025. 49 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($785.7M), Vanguard Group Inc. ($620.5M) and State Street Corp. ($195.2M). 8 famous investors held it, including Jeremy Grantham (0.2% of GMO's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Balchem Corp.
- CUSIP
- 057665200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $37.2M |
| Exits | 35 | $20.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,739,835 shares bought and 1,791,982 shares sold, net −52,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| BlackRock, Inc. | 0.02% | Reduce -2.2% | 4,935,004 | $785.7M |
| Vanguard Group Inc. | 0.01% | Add +1.2% | 3,897,882 | $620.5M |
| State Street Corp. | 0.01% | Reduce -0.1% | 1,225,926 | $195.2M |
| Conestoga Capital Advisors, LLC | 2.70% | Reduce -1.6% | 1,147,367 | $182.7M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 980,969 | $156.2M |
| Wasatch Advisors LP | 0.80% | Reduce -10.2% | 960,092 | $152.8M |
| Geneva Capital Management LLC | 2.39% | Add +7.8% | 895,531 | $142.6M |
| Morgan Stanley | 0.01% | Add +10.2% | 862,618 | $137.3M |
| FMR LLC | 0.01% | Add +2.7% | 703,869 | $112.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -3.1% | 575,397 | $91.6M |
| Norges Bank | 0.01% | Reduce -5.5% | 469,077 | $74.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -5.8% | 451,734 | $71.9M |
| Schroder Investment Management Group | 0.05% | Reduce -3.8% | 407,469 | $64.9M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 395,454 | $63.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.3% | 368,473 | $58.7M |
| Congress Asset Management Co. | 0.40% | Add +1.0% | 362,125 | $57.7M |
| GMO | 0.17% | Add +19.0% | 352,498 | $56.1M |
| Nuveen, LLC | 0.02% | Add +21.5% | 345,493 | $55.0M |
| Clearbridge Investments, LLC | 0.04% | Reduce -1.1% | 335,832 | $53.5M |
| Stephens Investment Management Group LLC | 0.58% | Reduce -0.1% | 275,383 | $43.8M |
| Renaissance Technologies | 0.05% | Add +40.6% | 254,100 | $40.5M |
| Corient Private Wealth LP | 0.05% | Reduce -1.2% | 250,845 | $39.9M |
| GW&K Investment Management, LLC | 0.34% | Reduce -8.8% | 239,116 | $38.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.6% | 237,482 | $37.8M |
| Qube Research & Technologies Ltd | 0.05% | Add +66.0% | 236,876 | $37.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.3% | 236,432 | $37.6M |
| William Blair Investment Management, LLC | 0.10% | Reduce -17.5% | 236,025 | $37.6M |
| Millennium Management | 0.03% | Add +11.4% | 217,861 | $34.7M |
| APG Asset Management N.V. | 0.10% | Reduce -79.4% | 238,458 | $32.3M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 191,138 | $30.4M |
| Ameriprise Financial Inc. | 0.01% | Add +8.3% | 181,415 | $28.9M |
| Bank of America Corp. | 0.00% | Add +10.1% | 180,792 | $28.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 171,177 | $27.3M |
| Two Sigma Investments, LP | 0.05% | Add +158.3% | 158,987 | $25.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.6% | 149,134 | $23.7M |
| Victory Capital Management Inc. | 0.01% | Add +3.8% | 142,153 | $22.6M |
| First Trust Advisors LP | 0.02% | Add +10.2% | 136,332 | $21.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +28.8% | 129,900 | $20.7M |
| Tributary Capital Management, LLC | 1.77% | Reduce -5.2% | 125,138 | $19.9M |
| Empower Advisory Group, LLC | 0.06% | Add +2.5% | 121,997 | $19.4M |
| Two Sigma Advisers, LP | 0.04% | Add +267.8% | 121,000 | $19.3M |
| Santa Monica Partners LP | 11.14% | No change | 120,014 | $19.1M |
| Algert Global LLC | 0.39% | Add +310.8% | 117,143 | $18.6M |
| Invesco Ltd. | 0.00% | Reduce -12.1% | 116,596 | $18.6M |
| Public Sector Pension Investment Board | 0.08% | Add +7.9% | 111,209 | $17.7M |
| Comerica Bank | 0.07% | Add +0.1% | 111,093 | $17.7M |
| BNP Paribas Financial Markets | 0.01% | Add +26.2% | 105,678 | $16.8M |
| California Public Employees Retirement System | 0.01% | Add +0.2% | 100,756 | $16.0M |
| Sei Investments Co. | 0.02% | Reduce -0.1% | 98,390 | $15.7M |
| Cubist Systematic Strategies, LLC | 0.17% | Add +88.0% | 96,623 | $15.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 95,545 | $15.2M |
| Rhumbline Advisers | 0.01% | Add +4.5% | 91,543 | $14.6M |
| Legal & General Group Plc | 0.00% | Add +2.3% | 91,038 | $14.5M |
| Assenagon Asset Management S.A. | 0.02% | Add +30.6% | 86,583 | $13.8M |
| Allianz Asset Management GmbH | 0.02% | Add +175.9% | 84,996 | $13.5M |
| Jane Street Group, LLC | 0.02% | Reduce -1.2% | 84,571 | $13.5M |
| Citadel Advisors | 0.01% | Add +27.8% | 81,582 | $13.0M |
| Salem Investment Counselors Inc. | 0.39% | No change | 76,345 | $12.2M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -14.4% | 75,851 | $12.1M |
| Barclays PLC | 0.00% | Add +53.3% | 75,594 | $12.0M |
| Montanaro Asset Management Ltd | 3.05% | Reduce -0.7% | 74,400 | $11.8M |
| Edgestream Partners, L.P. | 0.32% | Add +150.1% | 71,632 | $11.4M |
| UBS Group AG | 0.00% | Add +92.9% | 71,116 | $11.3M |
| Voloridge Investment Management, LLC | 0.04% | Add +22.4% | 69,903 | $11.1M |
| Segall Bryant & Hamill, LLC | 0.15% | Add +17.3% | 64,907 | $10.3M |
| Swiss National Bank | 0.01% | Reduce -1.4% | 62,100 | $9.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -21.2% | 56,761 | $9.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.0% | 54,613 | $8.7M |
| Intech Investment Management LLC | 0.08% | Add +94.0% | 53,363 | $8.5M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -2.6% | 53,059 | $8.4M |
| CW Advisors, LLC | 0.08% | Reduce -1.9% | 49,425 | $7.9M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 49,363 | $7.9M |
| Bahl & Gaynor LLC | 0.04% | Add +1.2% | 46,309 | $7.4M |
| ProShare Advisors LLC | 0.01% | Reduce -7.6% | 44,274 | $7.0M |
| New York State Teachers Retirement System | 0.01% | No change | 44,199 | $7.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 43,118 | $6.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +54.6% | 41,962 | $6.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +57.6% | 41,745 | $6.6M |
| Watts Gwilliam & Co., LLC | 1.08% | No change | 42,131 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -4.7% | 39,932 | $6.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -1.3% | 38,424 | $6.1M |
| Trexquant Investment LP | 0.07% | Add +82.7% | 38,226 | $6.1M |
| Prospera Financial Services Inc | 0.11% | New | 38,032 | $6.1M |
| Prudential Financial Inc. | 0.01% | Add +6.4% | 33,696 | $6.0M |
| Tudor Investment Corporation | 0.04% | New | 36,862 | $5.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.9% | 35,827 | $5.7M |
| Voya Investment Management LLC | 0.01% | Add +0.8% | 35,719 | $5.7M |
| Teacher Retirement System of Texas | 0.02% | Add +0.4% | 35,027 | $5.6M |
| Citigroup Inc. | 0.00% | Reduce -33.8% | 34,972 | $5.6M |
| STRS Ohio | 0.02% | Add +2.6% | 34,900 | $5.6M |
| Squarepoint Ops LLC | 0.01% | Add +35.4% | 33,543 | $5.3M |
| Hillsdale Investment Management Inc. | 0.19% | Add +36.2% | 32,745 | $5.2M |
| EULAV Asset Management | 0.12% | No change | 32,500 | $5.2M |
| Verition Fund Management LLC | 0.03% | Add +42.6% | 31,946 | $5.1M |
| Bath Savings Trust Co | 0.51% | Reduce -1.2% | 31,669 | $5.0M |
| Bank of Montreal | 0.00% | Add +0.3% | 30,322 | $4.8M |
| California State Teachers Retirement System | 0.01% | Add +0.1% | 30,006 | $4.8M |
| Moody Aldrich Partners LLC | 0.86% | Reduce -1.5% | 27,882 | $4.4M |
| First National Bank of Omaha | 0.29% | Add +95.9% | 27,741 | $4.4M |
| Quantbot Technologies LP | 0.11% | Add +40.2% | 26,967 | $4.3M |
| Van Eck Associates Corp. | 0.00% | Reduce -9.9% | 26,298 | $4.2M |
| Cardinal Capital Management | 0.60% | Add +0.1% | 25,878 | $4.1M |
| HRT Financial LP | 0.02% | Add +12.3% | 25,185 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +3.4% | 25,167 | $4.0M |
| Los Angeles Capital Management LLC | 0.01% | Add +225.5% | 24,575 | $3.9M |
| Engineers Gate Manager LP | 0.05% | Add +20.9% | 24,446 | $3.9M |
| Dark Forest Capital Management LP | 0.15% | Add +64.1% | 23,971 | $3.8M |
| Deutsche Bank AG | 0.00% | Reduce -12.0% | 23,309 | $3.7M |
| Fiera Capital Corp | 0.01% | Reduce -1.0% | 22,806 | $3.6M |
| Capital Fund Management S.A. | 0.04% | New | 21,742 | $3.5M |
| Nebula Research & Development LLC | 0.29% | Add +12.8% | 21,697 | $3.5M |
| Jump Financial, LLC | 0.04% | Add +6.6% | 21,394 | $3.4M |
| Advantage Alpha Capital Partners LP | 0.91% | New | 21,287 | $3.4M |
| ExodusPoint Capital Management, LP | 0.04% | Reduce -23.7% | 21,106 | $3.4M |
| LPL Financial LLC | 0.00% | Add +1.9% | 20,684 | $3.3M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -61.5% | 20,500 | $3.3M |
| State of Alaska, Department of Revenue | 0.03% | Add +7.7% | 19,403 | $3.1M |
| HSBC Holdings PLC | 0.00% | Add +73.3% | 19,309 | $3.1M |
| Martin & Co. Inc. | 0.54% | Reduce -0.4% | 18,275 | $2.9M |
| Global Alpha Capital Management Ltd. | 0.18% | Add +5.5% | 18,059 | $2.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Reduce -6.5% | 18,007 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.5% | 17,833 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | Add +4.2% | 17,635 | $2.8M |
| Wendell David Associates Inc. | 0.27% | No change | 17,127 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -27.4% | 16,198 | $2.6M |
| First National Advisers, LLC | 0.36% | Add +509.9% | 15,443 | $2.5M |
| Aquatic Capital Management LLC | 0.05% | Add +223.5% | 15,432 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.7% | 15,200 | $2.4M |
| Numerai GP LLC | 0.33% | Add +178.6% | 14,387 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -8.2% | 14,303 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.1% | 14,292 | $2.3M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.20% | Reduce -4.2% | 14,007 | $2.2M |
| AQR Capital Management | 0.00% | Add +166.7% | 13,534 | $2.2M |
| OP Asset Management Ltd | 0.03% | Add +26.4% | 13,405 | $2.1M |
| Twinbeech Capital LP | 0.05% | Add +212.6% | 13,372 | $2.1M |
| Point72 Asset Management | 0.01% | Add +789.3% | 13,340 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Reduce -9.5% | 13,319 | $2.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -7.7% | 13,203 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 12,845 | $2.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +168.6% | 12,751 | $2.0M |
| Voleon Capital Management LP | 0.11% | New | 12,434 | $2.0M |
| Laurus Global Equity Management Inc. | 1.29% | Reduce -22.1% | 12,400 | $2.0M |
| Yousif Capital Management, LLC | 0.02% | Add +1.5% | 12,239 | $1.9M |
| Walleye Capital LLC | 0.02% | Add +321.7% | 11,942 | $1.9M |
| ICW Investment Advisors LLC | 0.73% | Add +0.8% | 11,642 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 11,473 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.8% | 11,253 | $1.8M |
| Lazard Asset Management LLC | 0.00% | Reduce -26.9% | 11,253 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.8% | 11,241 | $1.8M |
| New York State Common Retirement Fund | 0.00% | Add +8.9% | 10,981 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.0% | 10,958 | $1.7M |
| Zions Bancorporation, National Association | 0.09% | Reduce -0.6% | 10,931 | $1.7M |
| Creative Planning | 0.00% | Reduce -9.2% | 10,750 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +1.9% | 10,729 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.8% | 10,674 | $1.7M |
| Magnetar Financial LLC | 0.01% | Add +168.4% | 10,624 | $1.7M |
| Horizon Investments, LLC | 0.03% | New | 10,549 | $1.7M |
| Brevan Howard Capital Management LP | 0.02% | Add +131.1% | 10,340 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +13.3% | 10,164 | $1.6M |
| PDT Partners, LLC | 0.09% | New | 10,045 | $1.6M |
| Quantinno Capital Management LP | 0.01% | Reduce -2.0% | 9,905 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.8% | 9,782 | $1.6M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 9,676 | $1.5M |
| Dynamic Technology Lab Private Ltd | 0.21% | New | 9,671 | $1.5M |
| Maryland State Retirement & Pension System | 0.03% | Add +1.1% | 9,586 | $1.5M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | New | 9,536 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.41% | Add +15.3% | 9,528 | $1.5M |
| Glenmede Investment Management, LP | 0.01% | — | 9,498 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 9,413 | $1.5M |
| Amalgamated Bank | 0.01% | Add +0.2% | 9,283 | $1.5M |
| Fred Alger Management, LLC | 0.01% | No change | 9,267 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -30.7% | 9,169 | $1.5M |
| Annex Advisory Services, LLC | 0.04% | Add +3.9% | 9,145 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | No change | 8,451 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +7.7% | 8,374 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -11.6% | 8,132 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -9.0% | 8,061 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.0% | 7,699 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.1% | 7,609 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Add +0.6% | 7,449 | $1.2M |
| Amundi | 0.00% | Reduce -52.6% | 7,224 | $1.2M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +4.5% | 7,382 | $1.2M |
| Inceptionr LLC | 0.25% | New | 6,832 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +4.7% | 6,700 | $1.1M |
| Tidal Investments LLC | 0.01% | Add +3.9% | 6,545 | $1.0M |
| Moseley Investment Management Inc. | 0.35% | No change | 6,374 | $1.0M |
| Marshall Wace, LLP | 0.00% | Reduce -63.7% | 6,300 | $1.0M |
| Vest Financial, LLC | 0.01% | Add +25.0% | 6,274 | $999K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 6,230 | $992K |
| Azzad Asset Management Inc. | 0.10% | Add +3.3% | 6,013 | $957K |
| Argent Capital Management LLC | 0.03% | Add +5.8% | 5,949 | $947K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 5,870 | $934K |
| QRG Capital Management, Inc. | 0.01% | Add +3.4% | 5,834 | $929K |
| Summit Global Investments | 0.05% | New | 5,575 | $888K |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 5,539 | $882K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.8% | 5,419 | $863K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.5% | 5,066 | $806K |
| iSAM Funds (UK) Ltd | 0.18% | Add +6.5% | 5,032 | $801K |
| Zhang Financial LLC | 0.04% | No change | 5,000 | $796K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -63.5% | 4,994 | $795K |
| Fox Run Management, L.L.C. | 0.13% | New | 4,980 | $793K |
| Praxis Investment Management Inc. | 0.05% | No change | 4,840 | $771K |
| Commerce Bank | 0.00% | No change | 4,742 | $755K |
| Captrust Financial Advisors | 0.00% | Add +14.6% | 4,709 | $750K |
| Mackenzie Financial Corp. | 0.00% | No change | 4,625 | $736K |
| Franklin Resources Inc. | 0.00% | Reduce -2.2% | 4,425 | $704K |
| Nicolet Advisory Services, LLC | 0.06% | Add +6.0% | 4,623 | $703K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -11.5% | 4,190 | $667K |
| Gibbs Wealth Management | 0.12% | Add +14.7% | 4,065 | $647K |
| Quadrant Capital Group LLC | 0.02% | Reduce -4.8% | 4,065 | $647K |
| Cibc World Markets Corp. | 0.00% | Reduce -43.6% | 4,048 | $644K |
| American Century Companies Inc. | 0.00% | Reduce -5.7% | 4,024 | $641K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,010 | $638K |
| Scott Marsh Financial, LLC | 0.23% | — | 3,860 | $615K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1874.2% | 3,830 | $610K |
| Steigerwald, Gordon & Koch Inc. | 0.06% | Reduce -13.4% | 3,760 | $599K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 3,728 | $593K |
| SageView Advisory Group, LLC | 0.02% | No change | 3,887 | $586K |
| XTX Topco Ltd | 0.02% | Reduce -30.1% | 3,597 | $573K |
| Marshall & Sterling Wealth Advisors Inc. | 0.36% | Add +0.0% | 3,376 | $537K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.9% | 3,354 | $534K |
| Freestone Grove Partners LP | 0.00% | New | 3,320 | $529K |
| Centiva Capital, LP | 0.03% | Reduce -49.9% | 3,212 | $511K |
| Prudential PLC | 0.00% | New | 3,151 | $502K |
| Cetera Investment Advisers | 0.00% | Add +25.9% | 3,077 | $490K |
| State of Wisconsin Investment Board | 0.00% | Reduce -45.0% | 3,072 | $489K |
| Empowered Funds, LLC | 0.01% | New | 3,042 | $484K |
| Atria Investments, Inc | 0.01% | Reduce -1.2% | 3,025 | $482K |
| Aigen Investment Management, LP | 0.07% | Reduce -12.3% | 3,009 | $479K |
| PFG Investments, LLC | 0.03% | No change | 3,000 | $478K |
| Neuberger Berman Group LLC | 0.00% | Add +14.0% | 2,964 | $472K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 2,956 | $471K |
| R Squared Ltd | 0.26% | New | 2,919 | $465K |
| Blair William & Co. | 0.00% | Reduce -1.3% | 2,904 | $462K |
| Pitcairn Co. | 0.03% | Reduce -13.5% | 2,861 | $455K |
| Mariner, LLC | 0.00% | Add +4.9% | 2,820 | $449K |
| Legacy Wealth Asset Management, LLC | 0.11% | Reduce -0.1% | 2,798 | $445K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.0% | 2,742 | $437K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.5% | 2,585 | $412K |
| Xponance LLC | 0.00% | Add +4.1% | 2,547 | $405K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 2,500 | $398K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -6.5% | 2,493 | $397K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -5.4% | 2,464 | $392K |
| Inspire Investing, LLC | 0.04% | Add +17.8% | 2,456 | $391K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.6% | 2,451 | $390K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.1% | 2,428 | $387K |
| LCM Capital Management Inc | 0.20% | No change | 2,411 | $384K |
| Man Group plc | 0.00% | Reduce -77.6% | 2,400 | $382K |
| Summitry LLC | 0.02% | Add +27.6% | 2,394 | $381K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 2,366 | $377K |
| Townsquare Capital LLC | 0.04% | Reduce -88.6% | 2,322 | $370K |
| Lido Advisors, LLC | 0.00% | New | 2,242 | $357K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,240 | $357K |
| Fiduciary Trust Co | 0.00% | No change | 2,190 | $349K |
| Entropy Technologies, LP | 0.03% | New | 2,125 | $338K |
| Fifth Third Bancorp | 0.00% | Reduce -0.5% | 2,081 | $331K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.9% | 2,044 | $325K |
| Portside Wealth Group, LLC | 0.05% | Reduce -0.7% | 1,984 | $316K |
| Vident Advisory, LLC | 0.00% | Reduce -41.9% | 1,911 | $304K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +0.8% | 1,891 | $301K |
| Portfolio Strategies, Inc. | 0.04% | No change | 1,885 | $300K |
| Net Worth Advisory Group | 0.07% | Add +8.9% | 1,880 | $299K |
| Compound Planning, Inc. | 0.01% | Add +4.1% | 1,862 | $296K |
| Two Sigma Securities, LLC | 0.04% | New | 1,786 | $284K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -7.0% | 1,781 | $284K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 1,732 | $276K |
| Brown Advisory Inc. | 0.00% | Add +2.0% | 1,648 | $262K |
| MQS Management LLC | 0.14% | New | 1,643 | $262K |
| Profund Advisors LLC | 0.01% | Add +6.8% | 1,628 | $259K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.0% | 1,627 | $259K |
| Bard Associates Inc. | 0.08% | Reduce -0.6% | 1,600 | $255K |
| Scientech Research LLC | 0.06% | New | 1,567 | $249K |
| Bokf, NA | 0.00% | Add +6136.0% | 1,559 | $248K |
| Heritage Family Offices, LLP | 0.12% | No change | 1,504 | $246K |
| Mission Wealth Management, LP | 0.01% | Add +0.3% | 1,500 | $239K |
| Truist Financial Corp. | 0.00% | Reduce -1.3% | 1,483 | $236K |
| Evergreen Capital Management LLC | 0.01% | Reduce -33.5% | 1,477 | $235K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $235K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 1,463 | $233K |
| Yorktown Management & Research Co Inc | 0.22% | No change | 1,450 | $231K |
| Bill Few Associates, Inc. | 0.06% | No change | 1,425 | $227K |
| Vista Finance, LLC | 0.19% | Add +4.0% | 1,401 | $223K |
| Cerity Partners LLC | 0.00% | New | 1,389 | $221K |
| Lindenwold Advisors, INC | 0.11% | Reduce -2.8% | 1,388 | $221K |
| Choreo, LLC | 0.00% | Reduce -3.3% | 1,366 | $217K |
| Heritage Investors Management Corp. | 0.01% | Reduce -10.0% | 1,350 | $215K |
| State of Wyoming | 0.03% | Reduce -46.6% | 1,349 | $215K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | New | 1,339 | $213K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,335 | $213K |
| Marco Investment Management LLC | 0.02% | No change | 1,325 | $211K |
| Baird Financial Group, Inc. | 0.00% | No change | 1,259 | $200K |
| Ieq Capital, LLC | 0.00% | New | 1,257 | $200K |
| Osaic Holdings, Inc. | 0.00% | Add +145.0% | 1,137 | $181K |
| Vestcor Inc | 0.01% | New | 1,140 | $181K |
| Cwm, LLC | 0.00% | Add +100.8% | 1,044 | $166K |
| Pacer Advisors, Inc. | 0.00% | Add +6.6% | 1,031 | $164K |
| Erste Asset Management GmbH | 0.00% | New | 1,012 | $161K |
| Allworth Financial LP | 0.00% | No change | 978 | $156K |
| KBC Group NV | 0.00% | Reduce -41.1% | 931 | $148K |
| Hilltop National Bank | 0.04% | — | 879 | $140K |
| GAMMA Investing LLC | 0.01% | Reduce -28.8% | 761 | $121K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 756 | $120K |
| Archer Investment Corp | 0.03% | Reduce -30.0% | 701 | $112K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.6% | 587 | $93K |
| Kestra Investment Management, LLC | 0.00% | Reduce -24.6% | 546 | $87K |
| Huntington National Bank | 0.00% | Add +2.5% | 502 | $80K |
| First Horizon Advisors, Inc. | 0.00% | No change | 467 | $74K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 425 | $68K |
| Danske Bank A/S | 0.00% | New | 400 | $64K |
| Advisors Asset Management, Inc. | 0.00% | Add +123.0% | 368 | $59K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 365 | $58K |
| Assetmark, Inc. | 0.00% | Add +4.6% | 363 | $58K |
| Blue Trust, Inc. | 0.00% | Add +8.5% | 356 | $57K |
| Silicon Valley Capital Partners | 0.01% | No change | 334 | $53K |
| Meeder Asset Management Inc. | 0.00% | New | 282 | $45K |
| Covestor Ltd | 0.03% | Reduce -14.3% | 275 | $44K |
| Versant Capital Management, Inc | 0.01% | Add +9.5% | 264 | $42K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -45.8% | 237 | $38K |
| UMB Bank, n.a. | 0.00% | Add +3.1% | 234 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.5% | 229 | $36K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +294.7% | 225 | $36K |
| Bessemer Group Inc. | 0.00% | Add +98.2% | 222 | $35K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +5.6% | 171 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -3.4% | 171 | $27K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.6% | 158 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 154 | $25K |
| Principal Securities, Inc. | 0.00% | Reduce -85.5% | 146 | $23K |
| IFP Advisors, Inc | 0.00% | Add +178.3% | 128 | $22K |
| CI Investments Inc. | 0.00% | Reduce -27.6% | 126 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -1.0% | 101 | $16K |
| Dogwood Wealth Management LLC | 0.01% | New | 79 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 80 | $13K |
| Sterling Capital Management LLC | 0.00% | Add +132.3% | 79 | $13K |
| Quarry LP | 0.00% | New | 75 | $12K |
| MAI Capital Management | 0.00% | New | 73 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +9.8% | 67 | $11K |
| Bare Financial Services, Inc | 0.00% | Add +195.2% | 62 | $10K |
| Rise Advisors, LLC | 0.00% | No change | 59 | $9K |
| Brooklyn Investment Group | 0.00% | Add +268.8% | 59 | $9K |
| Federated Hermes, Inc. | 0.00% | Reduce -29.8% | 59 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $8K |
| Perritt Capital Management Inc | 0.00% | Reduce -75.4% | 50 | $8K |
| Smithfield Trust Co | 0.00% | No change | 55 | $8K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +10.9% | 51 | $8K |
| Private Trust Co. NA | 0.00% | No change | 47 | $7K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 47 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 44 | $7K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Larson Financial Group LLC | 0.00% | Add +320.0% | 42 | $7K |
| Beacon Capital Management, LLC | 0.00% | No change | 41 | $7K |
| Leonteq Securities AG | 0.00% | Reduce -94.6% | 41 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 37 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 35 | $6K |
| Optiver Holding B.V. | 0.00% | Add +45.8% | 35 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -22.7% | 34 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $5K |
| Hemington Wealth Management | 0.00% | Add +32.1% | 37 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 30 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 28 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 25 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 25 | $4K |
| Spire Wealth Management | 0.00% | No change | 25 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 18 | $3K |
| West Branch Capital LLC | 0.00% | No change | 17 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 14 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -12.5% | 14 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| NewSquare Capital LLC | 0.00% | Add +37.5% | 11 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 9 | $1K |
| NFSG Corp | 0.00% | No change | 9 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| True Wealth Design, LLC | 0.00% | Add +600.0% | 7 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $1K |
| Essential Partners LLC | 0.00% | — | 7 | $1K |
| Creative Financial Designs Inc. | 0.00% | Reduce -54.5% | 5 | $796 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $796 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -40.0% | 3 | $478 |
| Stephens Consulting, LLC | 0.00% | Reduce -60.0% | 2 | $319 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $318 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $318 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $318 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $162 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $160 |
| Abound Wealth Management | 0.00% | No change | 1 | $160 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $160 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $159 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $159 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $159 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.