BalchemBCPC
13F holders, Q3 2025 (September 30)406holders +10
45new positions
28sold out
8famous investors
$149.97avg. 13F price*
At the end of Q3 2025, 406 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 10 from Q2 2025. 45 opened new positions and 28 sold out. The largest holders were BlackRock, Inc. ($725.5M), Vanguard Group Inc. ($584.3M) and Conestoga Capital Advisors, LLC ($191.0M). 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $18.9M |
| Exits | 28 | $17.1M |
All 13F filers, Q2 2025 → Q3 2025: 1,693,456 shares bought and 1,430,166 shares sold, net +263,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| BlackRock, Inc. | 0.01% | Reduce -2.0% | 4,835,056 | $725.5M |
| Vanguard Group Inc. | 0.01% | Reduce -0.1% | 3,893,648 | $584.3M |
| Conestoga Capital Advisors, LLC | 3.07% | Add +10.9% | 1,272,778 | $191.0M |
| State Street Corp. | 0.01% | Reduce -2.0% | 1,200,876 | $180.2M |
| Wasatch Advisors LP | 0.87% | Add +12.6% | 1,081,239 | $162.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.5% | 995,829 | $149.5M |
| Geneva Capital Management LLC | 2.54% | Add +10.3% | 987,982 | $148.3M |
| Morgan Stanley | 0.01% | Add +5.1% | 906,351 | $136.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +0.6% | 579,052 | $86.9M |
| JPMorgan Chase & Co. | 0.01% | Add +23.3% | 557,106 | $83.6M |
| FMR LLC | 0.00% | Reduce -24.3% | 533,116 | $80.0M |
| Schroder Investment Management Group | 0.05% | Reduce -2.5% | 397,382 | $59.2M |
| Northern Trust Corp. | 0.01% | Reduce -2.5% | 385,624 | $57.9M |
| Nuveen, LLC | 0.01% | Add +9.3% | 377,768 | $56.7M |
| Congress Asset Management Co. | 0.37% | Add +2.8% | 372,152 | $55.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 366,798 | $55.0M |
| GMO | 0.15% | Add +0.9% | 355,823 | $53.4M |
| Clearbridge Investments, LLC | 0.04% | Reduce -5.2% | 318,238 | $47.8M |
| Assenagon Asset Management S.A. | 0.06% | Add +221.3% | 278,204 | $41.7M |
| William Blair Investment Management, LLC | 0.11% | Add +16.7% | 275,475 | $41.3M |
| Stephens Investment Management Group LLC | 0.52% | Reduce -2.7% | 267,832 | $40.2M |
| First Trust Advisors LP | 0.03% | Add +84.7% | 251,749 | $37.8M |
| Corient Private Wealth LP | 0.06% | Reduce -1.5% | 247,057 | $37.1M |
| Renaissance Technologies | 0.05% | Reduce -4.9% | 241,600 | $36.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 238,857 | $35.8M |
| Two Sigma Advisers, LP | 0.07% | Add +94.4% | 235,200 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 225,929 | $33.9M |
| Two Sigma Investments, LP | 0.05% | Add +39.4% | 221,639 | $33.3M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -9.1% | 215,426 | $32.3M |
| GW&K Investment Management, LLC | 0.27% | Reduce -14.0% | 205,644 | $30.9M |
| Algert Global LLC | 0.49% | Add +66.0% | 194,403 | $29.2M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 187,829 | $28.2M |
| Bank of America Corp. | 0.00% | Add +1.3% | 183,200 | $27.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -0.4% | 170,492 | $25.6M |
| Millennium Management | 0.02% | Reduce -23.3% | 167,004 | $25.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.1% | 159,725 | $24.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.7% | 142,078 | $21.3M |
| Public Sector Pension Investment Board | 0.07% | Add +13.8% | 126,550 | $19.0M |
| Empower Advisory Group, LLC | 0.05% | Add +1.5% | 123,843 | $18.6M |
| Comerica Bank | 0.07% | Add +9.4% | 121,490 | $18.2M |
| Santa Monica Partners LP | 10.57% | No change | 120,014 | $18.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -16.1% | 119,230 | $17.9M |
| Tributary Capital Management, LLC | 1.61% | Reduce -5.2% | 118,689 | $17.8M |
| Invesco Ltd. | 0.00% | Reduce -4.0% | 111,902 | $16.8M |
| Sei Investments Co. | 0.02% | Add +10.5% | 108,691 | $16.3M |
| California Public Employees Retirement System | 0.01% | Reduce -0.7% | 100,033 | $15.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 99,966 | $15.0M |
| Rhumbline Advisers | 0.01% | Reduce -1.1% | 90,546 | $13.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.8% | 88,519 | $13.3M |
| Voloridge Investment Management, LLC | 0.04% | Add +26.4% | 88,377 | $13.3M |
| APG Asset Management N.V. | 0.03% | Reduce -61.1% | 92,724 | $11.8M |
| Montanaro Asset Management Ltd | 2.95% | Add +5.8% | 78,700 | $11.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -41.2% | 76,385 | $11.5M |
| Salem Investment Counselors Inc. | 0.33% | No change | 76,345 | $11.5M |
| Segall Bryant & Hamill, LLC | 0.14% | Add +9.7% | 71,187 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +17.4% | 66,617 | $10.0M |
| Swiss National Bank | 0.01% | Add +1.9% | 63,300 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 62,907 | $9.4M |
| Cubist Systematic Strategies, LLC | 0.13% | Reduce -36.4% | 61,426 | $9.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +39.4% | 58,507 | $8.8M |
| Jane Street Group, LLC | 0.01% | Reduce -31.5% | 57,903 | $8.7M |
| Barclays PLC | 0.00% | Reduce -27.5% | 54,810 | $8.2M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 54,045 | $8.1M |
| AQR Capital Management | 0.01% | Add +281.7% | 51,663 | $7.8M |
| Citadel Advisors | 0.01% | Reduce -38.2% | 50,432 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +4261.4% | 49,589 | $7.4M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -35.7% | 48,777 | $7.3M |
| Edgestream Partners, L.P. | 0.21% | Reduce -34.1% | 47,176 | $7.1M |
| Bahl & Gaynor LLC | 0.03% | Add +1.1% | 46,835 | $7.0M |
| Hillsdale Investment Management Inc. | 0.21% | Add +40.0% | 45,850 | $6.9M |
| ProShare Advisors LLC | 0.01% | Add +1.1% | 44,762 | $6.7M |
| New York State Teachers Retirement System | 0.01% | No change | 44,199 | $6.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.3% | 43,961 | $6.6M |
| Verition Fund Management LLC | 0.04% | Add +35.9% | 43,427 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 42,846 | $6.4M |
| Jump Financial, LLC | 0.08% | Add +97.6% | 42,278 | $6.3M |
| Watts Gwilliam & Co., LLC | 1.02% | No change | 42,131 | $6.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Reduce -21.4% | 41,680 | $6.3M |
| UBS Group AG | 0.00% | Reduce -41.6% | 41,553 | $6.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -62.1% | 40,096 | $6.0M |
| HRT Financial LP | 0.02% | Add +55.2% | 39,095 | $5.9M |
| Prospera Financial Services Inc | 0.10% | Add +0.5% | 38,227 | $5.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -0.4% | 38,282 | $5.7M |
| EULAV Asset Management | 0.13% | Add +11.1% | 36,100 | $5.4M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 32,392 | $4.9M |
| Teacher Retirement System of Texas | 0.02% | Reduce -7.7% | 32,317 | $4.8M |
| Intech Investment Management LLC | 0.04% | Reduce -39.7% | 32,175 | $4.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -6.8% | 31,253 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +3.4% | 31,027 | $4.7M |
| Bath Savings Trust Co | 0.46% | Reduce -2.5% | 30,869 | $4.6M |
| Numerai GP LLC | 0.64% | Add +110.5% | 30,282 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.3% | 29,624 | $4.4M |
| Van Eck Associates Corp. | 0.00% | Add +5.1% | 27,638 | $4.1M |
| Quantbot Technologies LP | 0.11% | Add +1.8% | 27,441 | $4.1M |
| Bank of Montreal | 0.00% | Reduce -10.3% | 27,195 | $4.1M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 26,389 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +4.4% | 26,266 | $3.9M |
| Voya Investment Management LLC | 0.00% | Reduce -26.6% | 26,229 | $3.9M |
| Cardinal Capital Management | 0.53% | Reduce -0.8% | 25,677 | $3.9M |
| Citigroup Inc. | 0.00% | Reduce -27.5% | 25,362 | $3.8M |
| First National Bank of Omaha | 0.24% | Reduce -9.5% | 25,100 | $3.8M |
| Los Angeles Capital Management LLC | 0.01% | No change | 24,575 | $3.7M |
| Capital Fund Management S.A. | 0.04% | Add +9.4% | 23,793 | $3.6M |
| Allianz Asset Management GmbH | 0.00% | Reduce -72.5% | 23,378 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +82.6% | 23,283 | $3.5M |
| Moody Aldrich Partners LLC | 0.66% | Reduce -16.9% | 23,167 | $3.5M |
| Dark Forest Capital Management LP | 0.13% | Reduce -4.5% | 22,896 | $3.4M |
| Fiera Capital Corp | 0.01% | Reduce -2.9% | 22,151 | $3.3M |
| Advantage Alpha Capital Partners LP | 0.99% | Add +2.4% | 21,798 | $3.3M |
| Tudor Investment Corporation | 0.02% | Reduce -42.5% | 21,186 | $3.2M |
| Engineers Gate Manager LP | 0.04% | Reduce -15.6% | 20,627 | $3.1M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 20,500 | $3.1M |
| Voleon Capital Management LP | 0.07% | Add +60.5% | 19,959 | $3.0M |
| Trexquant Investment LP | 0.03% | Reduce -48.7% | 19,618 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | New | 19,258 | $2.9M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | Add +49.8% | 19,241 | $2.9M |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 19,181 | $2.9M |
| HSBC Holdings PLC | 0.00% | Reduce -4.4% | 18,456 | $2.7M |
| Martin & Co. Inc. | 0.49% | Add +0.1% | 18,287 | $2.7M |
| Global Alpha Capital Management Ltd. | 0.15% | No change | 18,059 | $2.7M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -8.3% | 17,785 | $2.7M |
| Illinois Municipal Retirement Fund | 0.03% | Add +0.6% | 17,735 | $2.7M |
| Wendell David Associates Inc. | 0.25% | No change | 17,127 | $2.6M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +18.5% | 16,947 | $2.5M |
| STRS Ohio | 0.01% | Reduce -51.6% | 16,900 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.4% | 16,689 | $2.5M |
| Vest Financial, LLC | 0.03% | Add +157.8% | 16,176 | $2.4M |
| First National Advisers, LLC | 0.32% | Add +3.3% | 15,957 | $2.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Add +13.1% | 15,836 | $2.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +214.9% | 15,725 | $2.4M |
| Creative Planning | 0.00% | Add +42.8% | 15,354 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 15,262 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.0% | 14,900 | $2.2M |
| Susquehanna Fundamental Investments, LLC | 0.08% | Reduce -11.7% | 14,304 | $2.1M |
| Walleye Capital LLC | 0.02% | Add +17.3% | 14,006 | $2.1M |
| Janus Henderson Group PLC | 0.00% | Add +2.1% | 13,598 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.2% | 13,545 | $2.0M |
| OP Asset Management Ltd | 0.03% | Reduce -1.0% | 13,268 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +16.9% | 13,135 | $2.0M |
| Point72 Asset Management | 0.00% | Reduce -2.5% | 13,000 | $2.0M |
| Canada Pension Plan Investment Board | 0.00% | New | 12,900 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | New | 12,831 | $1.9M |
| AlphaQuest LLC | 0.12% | New | 12,575 | $1.9M |
| Laurus Global Equity Management Inc. | 1.27% | No change | 12,400 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +302.1% | 12,371 | $1.9M |
| ICW Investment Advisors LLC | 0.65% | Add +2.8% | 11,964 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 11,391 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +13.7% | 11,263 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 10,981 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Add +0.1% | 10,970 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Reduce -5.2% | 10,669 | $1.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -5.2% | 10,669 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -4.3% | 10,217 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -17.1% | 10,145 | $1.5M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.3% | 10,134 | $1.5M |
| Morningstar Investment Management LLC | 0.06% | New | 10,059 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -24.4% | 9,986 | $1.5M |
| Holocene Advisors, LP | 0.00% | Reduce -7.2% | 9,961 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +21.5% | 9,878 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Add +16.6% | 9,851 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +2.5% | 9,649 | $1.4M |
| Zions Bancorporation, National Association | 0.07% | Reduce -12.5% | 9,567 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 9,536 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.41% | Reduce -0.0% | 9,524 | $1.4M |
| Amalgamated Bank | 0.01% | Add +0.8% | 9,356 | $1.4M |
| Fred Alger Management, LLC | 0.01% | No change | 9,267 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -6.0% | 9,194 | $1.4M |
| Glenmede Investment Management, LP | 0.01% | Reduce -3.3% | 9,184 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +23.2% | 9,094 | $1.4M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -16.2% | 8,663 | $1.3M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.3% | 8,265 | $1.2M |
| Ausbil Investment Management Ltd | 0.61% | New | 7,818 | $1.1M |
| Aquatic Capital Management LLC | 0.02% | Reduce -51.6% | 7,466 | $1.1M |
| Annex Advisory Services, LLC | 0.02% | Reduce -18.9% | 7,417 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.1% | 7,289 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +180.9% | 6,821 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | No change | 6,700 | $1.0M |
| Magnetar Financial LLC | 0.01% | Reduce -40.3% | 6,348 | $953K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -31.0% | 6,330 | $950K |
| Azzad Asset Management Inc. | 0.09% | Add +4.1% | 6,258 | $939K |
| Stifel Financial Corp. | 0.00% | Add +12.1% | 6,207 | $931K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 6,112 | $917K |
| US Bancorp \de | 0.00% | Reduce -24.8% | 6,062 | $910K |
| Amundi | 0.00% | Reduce -12.1% | 6,353 | $909K |
| Argent Capital Management LLC | 0.02% | Add +0.8% | 5,995 | $900K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -10.0% | 5,605 | $841K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -42.4% | 5,576 | $837K |
| Captrust Financial Advisors | 0.00% | Add +17.7% | 5,543 | $832K |
| Cwm, LLC | 0.00% | Add +430.3% | 5,536 | $831K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -74.4% | 5,400 | $810K |
| Moseley Investment Management Inc. | 0.25% | Reduce -15.7% | 5,374 | $806K |
| Ieq Capital, LLC | 0.00% | Add +325.9% | 5,354 | $803K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -4.4% | 5,180 | $777K |
| Exchange Traded Concepts, LLC | 0.01% | New | 5,008 | $752K |
| Zhang Financial LLC | 0.03% | No change | 5,000 | $750K |
| Franklin Resources Inc. | 0.00% | Add +12.5% | 4,977 | $746K |
| iSAM Funds (UK) Ltd | 0.15% | Reduce -1.5% | 4,958 | $744K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -2.7% | 4,928 | $739K |
| Graham Capital Management, L.P. | 0.04% | New | 4,909 | $737K |
| Aigen Investment Management, LP | 0.11% | Add +62.1% | 4,877 | $732K |
| Praxis Investment Management Inc. | 0.04% | No change | 4,840 | $726K |
| Nicolet Advisory Services, LLC | 0.06% | Add +9.7% | 5,070 | $716K |
| QRG Capital Management, Inc. | 0.01% | Reduce -19.4% | 4,700 | $705K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -51.3% | 4,666 | $700K |
| Commerce Bank | 0.00% | Reduce -4.6% | 4,522 | $679K |
| Perbak Capital Partners LLP | 0.12% | New | 4,492 | $674K |
| Tidal Investments LLC | 0.00% | Reduce -35.5% | 4,219 | $633K |
| Mariner, LLC | 0.00% | Add +49.3% | 4,209 | $632K |
| Leonteq Securities AG | 0.03% | Add +9756.1% | 4,041 | $606K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.9% | 3,989 | $599K |
| SageView Advisory Group, LLC | 0.02% | Add +1.4% | 3,943 | $592K |
| American Century Companies Inc. | 0.00% | Reduce -5.1% | 3,819 | $573K |
| Steigerwald, Gordon & Koch Inc. | 0.05% | No change | 3,760 | $564K |
| Mackenzie Financial Corp. | 0.00% | Reduce -19.8% | 3,709 | $557K |
| Acadian Asset Management LLC | 0.00% | New | 3,669 | $550K |
| Horizon Investments, LLC | 0.01% | Reduce -65.3% | 3,656 | $549K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -13.2% | 3,636 | $546K |
| MML Investors Services, LLC | 0.00% | Reduce -3.1% | 3,611 | $542K |
| HighTower Advisors, LLC | 0.00% | Add +50.0% | 3,550 | $533K |
| CIBC Bancorp USA Inc. | 0.00% | — | 3,502 | $526K |
| Gibbs Wealth Management | 0.12% | Reduce -15.0% | 3,457 | $519K |
| SG Americas Securities, LLC | 0.00% | Add +38.1% | 3,386 | $508K |
| Marshall & Sterling Wealth Advisors Inc. | 0.32% | No change | 3,376 | $506K |
| Empowered Funds, LLC | 0.01% | Add +9.4% | 3,329 | $500K |
| Freestone Grove Partners LP | 0.00% | No change | 3,320 | $498K |
| Summitry LLC | 0.02% | Add +31.2% | 3,142 | $472K |
| State of Wisconsin Investment Board | 0.00% | Add +0.8% | 3,098 | $465K |
| Inspire Investing, LLC | 0.04% | Add +23.1% | 3,024 | $454K |
| PFG Investments, LLC | 0.02% | No change | 3,000 | $450K |
| Blair William & Co. | 0.00% | Add +0.2% | 2,909 | $437K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.8% | 2,873 | $431K |
| Mercer Global Advisors Inc. | 0.00% | Add +40.4% | 2,870 | $431K |
| Fox Run Management, L.L.C. | 0.07% | Reduce -42.7% | 2,854 | $428K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -63.7% | 2,795 | $419K |
| Summit Global Investments | 0.02% | Reduce -50.2% | 2,774 | $416K |
| Atria Investments, Inc | 0.00% | Reduce -8.8% | 2,759 | $414K |
| Legacy Wealth Asset Management, LLC | 0.10% | Reduce -1.7% | 2,751 | $413K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -18.2% | 2,745 | $412K |
| Marshall Wace, LLP | 0.00% | Reduce -57.1% | 2,700 | $405K |
| DRW Securities, LLC | 0.02% | New | 2,604 | $393K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.6% | 2,617 | $393K |
| EntryPoint Capital, LLC | 0.15% | New | 2,601 | $390K |
| Xponance LLC | 0.00% | Add +1.3% | 2,579 | $387K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.4% | 2,549 | $383K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | No change | 2,500 | $375K |
| Orange Investment Advisors, Inc. | 0.04% | No change | 2,493 | $374K |
| Trust Point Inc. | 0.03% | New | 2,491 | $374K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 2,464 | $370K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -39.8% | 2,414 | $362K |
| LCM Capital Management Inc | 0.17% | No change | 2,411 | $362K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 2,400 | $360K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -4.3% | 2,359 | $354K |
| Lido Advisors, LLC | 0.00% | Add +2.9% | 2,306 | $346K |
| Portside Wealth Group, LLC | 0.05% | Add +15.5% | 2,292 | $344K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.6% | 2,253 | $338K |
| Pitcairn Co. | 0.03% | Reduce -22.8% | 2,208 | $331K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 2,344 | $331K |
| Fiduciary Trust Co | 0.00% | No change | 2,190 | $329K |
| Arax Advisory Partners | 0.00% | Add +15492.9% | 2,183 | $328K |
| Neuberger Berman Group LLC | 0.00% | Reduce -27.4% | 2,152 | $323K |
| Fifth Third Bancorp | 0.00% | Add +1.1% | 2,103 | $316K |
| PharVision Advisers, LLC | 0.17% | New | 1,994 | $299K |
| Entropy Technologies, LP | 0.02% | Reduce -9.4% | 1,925 | $289K |
| Prelude Capital Management, LLC | 0.02% | New | 1,923 | $289K |
| Portfolio Strategies, Inc. | 0.03% | No change | 1,885 | $283K |
| Vident Advisory, LLC | 0.00% | Reduce -2.8% | 1,858 | $279K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -2.2% | 1,850 | $278K |
| Evergreen Capital Management LLC | 0.01% | Add +21.8% | 1,799 | $270K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,789 | $268K |
| Cerity Partners LLC | 0.00% | Add +28.6% | 1,786 | $268K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -0.6% | 1,770 | $266K |
| Net Worth Advisory Group | 0.08% | Reduce -5.9% | 1,769 | $265K |
| Compound Planning, Inc. | 0.01% | Reduce -5.5% | 1,759 | $264K |
| Olympiad Research LP | 0.36% | New | 1,739 | $261K |
| Lombard Odier Asset Management (USA) Corp | 0.07% | New | 1,693 | $254K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | New | 1,670 | $248K |
| Brown Advisory Inc. | 0.00% | No change | 1,648 | $247K |
| Bard Associates Inc. | 0.06% | No change | 1,600 | $240K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.1% | 1,592 | $239K |
| Heritage Family Offices, LLP | 0.11% | Add +5.5% | 1,586 | $238K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -8.7% | 1,582 | $237K |
| Bokf, NA | 0.00% | Add +0.5% | 1,567 | $235K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.9% | 1,564 | $235K |
| Marco Investment Management LLC | 0.02% | Add +17.0% | 1,550 | $233K |
| Profund Advisors LLC | 0.01% | Reduce -6.3% | 1,525 | $229K |
| Mission Wealth Management, LP | 0.00% | Reduce -0.1% | 1,498 | $225K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,481 | $222K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $221K |
| Yorktown Management & Research Co Inc | 0.17% | No change | 1,450 | $218K |
| Bill Few Associates, Inc. | 0.06% | No change | 1,425 | $214K |
| Truist Financial Corp. | 0.00% | Reduce -3.9% | 1,425 | $214K |
| Vista Finance, LLC | 0.14% | No change | 1,401 | $210K |
| Lindenwold Advisors, INC | 0.10% | Add +0.3% | 1,392 | $209K |
| Round Rock Advisors LLC | 0.03% | New | 1,351 | $203K |
| Choreo, LLC | 0.00% | Reduce -1.6% | 1,344 | $202K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.01% | No change | 1,339 | $201K |
| Bessemer Group Inc. | 0.00% | Add +482.9% | 1,294 | $195K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -67.1% | 1,259 | $189K |
| Vestcor Inc | 0.01% | No change | 1,140 | $171K |
| Hilltop National Bank | 0.04% | Add +28.7% | 1,131 | $170K |
| Point72 (DIFC) Ltd | 0.01% | New | 1,107 | $166K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,063 | $160K |
| Allworth Financial LP | 0.00% | Add +6.4% | 1,041 | $156K |
| State of Wyoming | 0.02% | Reduce -25.7% | 1,002 | $150K |
| KBC Group NV | 0.00% | No change | 931 | $140K |
| Pacer Advisors, Inc. | 0.00% | Reduce -24.7% | 776 | $116K |
| Archer Investment Corp | 0.03% | Add +8.4% | 760 | $114K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.4% | 759 | $114K |
| Smartleaf Asset Management LLC | 0.01% | Add +17.2% | 688 | $103K |
| GAMMA Investing LLC | 0.00% | Reduce -23.5% | 582 | $87K |
| Covestor Ltd | 0.04% | Add +82.2% | 501 | $75K |
| Huntington National Bank | 0.00% | Reduce -1.0% | 497 | $75K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 454 | $68K |
| Point72 Europe (London) LLP | 0.00% | New | 419 | $63K |
| Advisors Asset Management, Inc. | 0.00% | Add +11.4% | 410 | $62K |
| Danske Bank A/S | 0.00% | No change | 400 | $60K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -73.0% | 360 | $56K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.4% | 370 | $56K |
| Assetmark, Inc. | 0.00% | Add +1.1% | 367 | $55K |
| Blue Trust, Inc. | 0.00% | No change | 356 | $53K |
| Quarry LP | 0.01% | Add +348.0% | 336 | $50K |
| Silicon Valley Capital Partners | 0.00% | No change | 334 | $50K |
| Winnacle Wealth LLC | 0.04% | New | 321 | $48K |
| UMB Bank, n.a. | 0.00% | Add +5.1% | 246 | $37K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.9% | 227 | $34K |
| CIBC Private Wealth Group LLC | 0.00% | Add +41.1% | 223 | $33K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $30K |
| Signaturefd, LLC | 0.00% | Add +9.9% | 188 | $28K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 182 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.1% | 164 | $25K |
| Principal Securities, Inc. | 0.00% | Add +12.3% | 164 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 154 | $23K |
| Mather Group, Llc. | 0.00% | New | 154 | $23K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.4% | 148 | $22K |
| Root Financial Partners, LLC | 0.00% | New | 133 | $20K |
| Federated Hermes, Inc. | 0.00% | Add +125.4% | 133 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +97.0% | 132 | $20K |
| Salomon & Ludwin, LLC | 0.00% | New | 134 | $19K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -47.3% | 125 | $19K |
| Wealthspire Advisors, LLC | 0.00% | New | 122 | $18K |
| Essential Partners LLC | 0.01% | Add +1485.7% | 111 | $17K |
| Private Trust Co. NA | 0.00% | Add +117.0% | 102 | $15K |
| Optiver Holding B.V. | 0.00% | Add +188.6% | 101 | $15K |
| Meeder Asset Management Inc. | 0.00% | Reduce -64.9% | 99 | $15K |
| First Horizon Corp. | 0.00% | — | 90 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -67.0% | 87 | $13K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -19.8% | 81 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +1.3% | 80 | $12K |
| Crewe Advisors LLC | 0.00% | New | 76 | $11K |
| IFP Advisors, Inc | 0.00% | Reduce -42.2% | 74 | $11K |
| Hantz Financial Services, Inc. | 0.00% | Add +172.0% | 68 | $10K |
| Retirement Wealth Solutions LLC | 0.01% | Add +34.0% | 63 | $9K |
| CI Investments Inc. | 0.00% | Reduce -54.0% | 58 | $9K |
| Rise Advisors, LLC | 0.00% | No change | 59 | $9K |
| Smithfield Trust Co | 0.00% | No change | 55 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $8K |
| Perritt Capital Management Inc | 0.00% | Add +2.0% | 51 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 47 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -3.9% | 49 | $7K |
| Clearstead Advisors, LLC | 0.00% | Add +64.3% | 46 | $7K |
| Rothschild Investment LLC | 0.00% | Add +32.4% | 45 | $7K |
| Global Retirement Partners, LLC | 0.00% | Add +13.5% | 42 | $6K |
| Bare Financial Services, Inc | 0.00% | Reduce -32.3% | 42 | $6K |
| Park Place Capital Corp | 0.00% | No change | 42 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| Larson Financial Group LLC | 0.00% | Reduce -11.9% | 37 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 30 | $4K |
| Hemington Wealth Management | 0.00% | Reduce -24.3% | 28 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 25 | $4K |
| Spire Wealth Management | 0.00% | No change | 25 | $4K |
| MAI Capital Management | 0.00% | Reduce -67.1% | 24 | $4K |
| True Wealth Design, LLC | 0.00% | Add +228.6% | 23 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $3K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| Clearstead Trust, LLC | 0.00% | No change | 18 | $3K |
| Clayton Financial Group LLC | 0.00% | New | 16 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 14 | $2K |
| Montag A & Associates Inc. | 0.00% | Add +55.6% | 14 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 12 | $2K |
| Dogwood Wealth Management LLC | 0.00% | Reduce -86.1% | 11 | $2K |
| Thompson Investment Management, Inc. | 0.00% | New | 10 | $2K |
| NFSG Corp | 0.00% | No change | 9 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +28.6% | 9 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 9 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $811 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $750 |
| Advisory Services Network, LLC | 0.00% | New | 4 | $600 |
| Rossby Financial, LCC | 0.00% | New | 4 | $587 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $451 |
| Tortoise Investment Management, LLC | 0.00% | Add +50.0% | 3 | $450 |
| Rialto Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $301 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $300 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $300 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $300 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $300 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $151 |
| Abound Wealth Management | 0.00% | No change | 1 | $151 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $150 |
| DecisionPoint Financial, LLC | 0.00% | No change | 1 | $147 |
| Cloud Capital Management, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.