BalchemBCPC
13F holders, Q4 2025 (December 31)409holders +3
37new positions
38sold out
10famous investors
$153.44avg. 13F price*
At the end of Q4 2025, 409 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 3 from Q3 2025. 37 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($753.1M), Vanguard Group Inc. ($594.5M) and State Street Corp. ($186.7M). 10 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $50.8M |
| Exits | 38 | $28.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,308,569 shares bought and 1,839,997 shares sold, net −531,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| BlackRock, Inc. | 0.01% | Add +1.6% | 4,910,666 | $753.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 3,876,270 | $594.5M |
| State Street Corp. | 0.01% | Add +0.8% | 1,210,094 | $186.7M |
| Conestoga Capital Advisors, LLC | 3.11% | Reduce -5.4% | 1,204,319 | $184.7M |
| Wasatch Advisors LP | 1.08% | Add +9.3% | 1,181,728 | $181.2M |
| Geode Capital Management, LLC | 0.01% | Add +1.0% | 1,005,824 | $154.3M |
| Morgan Stanley | 0.01% | Add +2.2% | 926,162 | $142.0M |
| Geneva Capital Management LLC | 2.62% | Reduce -8.1% | 907,801 | $139.2M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.3% | 597,952 | $91.7M |
| FMR LLC | 0.00% | Add +0.4% | 535,391 | $82.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.3% | 511,024 | $78.4M |
| Norges Bank | 0.01% | — | 418,438 | $64.2M |
| Schroder Investment Management Group | 0.05% | Add +2.5% | 407,528 | $63.0M |
| Nuveen, LLC | 0.02% | Add +4.9% | 396,222 | $60.8M |
| Congress Asset Management Co. | 0.41% | Add +1.8% | 378,746 | $58.1M |
| Northern Trust Corp. | 0.01% | Reduce -5.3% | 365,241 | $56.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.5% | 365,118 | $56.0M |
| William Blair Investment Management, LLC | 0.13% | Add +8.5% | 298,986 | $45.9M |
| Clearbridge Investments, LLC | 0.03% | Reduce -12.5% | 278,577 | $42.7M |
| First Trust Advisors LP | 0.03% | Add +8.3% | 272,564 | $41.8M |
| Stephens Investment Management Group LLC | 0.53% | Reduce -0.1% | 267,455 | $41.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -0.5% | 224,780 | $34.5M |
| Two Sigma Advisers, LP | 0.07% | Reduce -4.5% | 224,700 | $34.5M |
| Algert Global LLC | 0.52% | Add +11.3% | 216,324 | $33.2M |
| GW&K Investment Management, LLC | 0.29% | Add +4.5% | 214,982 | $33.0M |
| GMO | 0.08% | Reduce -41.0% | 209,844 | $32.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.1% | 209,356 | $32.1M |
| Two Sigma Investments, LP | 0.05% | Reduce -8.5% | 202,709 | $31.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.2% | 179,887 | $27.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.4% | 176,252 | $27.0M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -18.6% | 175,309 | $26.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -27.4% | 173,403 | $26.6M |
| Bank of America Corp. | 0.00% | Reduce -7.0% | 170,387 | $26.1M |
| Renaissance Technologies | 0.04% | Reduce -37.0% | 152,100 | $23.3M |
| Comerica Bank | 0.09% | Add +25.0% | 151,854 | $23.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 137,736 | $21.1M |
| Sei Investments Co. | 0.02% | Add +21.1% | 131,611 | $20.2M |
| Empower Advisory Group, LLC | 0.05% | Add +0.1% | 123,987 | $19.0M |
| Tributary Capital Management, LLC | 1.83% | Add +1.9% | 121,009 | $18.6M |
| Santa Monica Partners LP | 10.87% | Reduce -2.6% | 116,854 | $17.9M |
| Harvey Partners, LLC | 1.60% | New | 116,000 | $17.8M |
| Public Sector Pension Investment Board | 0.06% | Reduce -11.5% | 112,047 | $17.2M |
| Corient Private Wealth LP | 0.02% | Reduce -55.3% | 110,326 | $17.0M |
| Congruence Capital, LLC | 6.23% | — | 110,482 | $16.9M |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 108,820 | $16.7M |
| Montanaro Asset Management Ltd | 4.33% | Add +28.7% | 101,300 | $15.5M |
| Assenagon Asset Management S.A. | 0.02% | Reduce -64.9% | 97,632 | $15.0M |
| California Public Employees Retirement System | 0.01% | Reduce -10.5% | 89,563 | $13.7M |
| Voloridge Investment Management, LLC | 0.05% | Add +0.9% | 89,166 | $13.7M |
| Rhumbline Advisers | 0.01% | Reduce -3.6% | 87,261 | $13.4M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 83,978 | $12.9M |
| Millennium Management | 0.01% | Reduce -50.0% | 83,472 | $12.8M |
| Segall Bryant & Hamill, LLC | 0.17% | Add +15.1% | 81,912 | $12.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.2% | 76,505 | $11.7M |
| Salem Investment Counselors Inc. | 0.33% | No change | 76,345 | $11.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.1% | 75,823 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +39.3% | 75,300 | $11.5M |
| D. E. Shaw & Co. | 0.01% | Add +6.9% | 71,198 | $10.9M |
| AQR Capital Management | 0.01% | Add +34.9% | 69,687 | $10.7M |
| Point72 Asset Management | 0.02% | Add +396.0% | 64,479 | $9.9M |
| Bahl & Gaynor LLC | 0.05% | Add +36.9% | 64,128 | $9.8M |
| Swiss National Bank | 0.01% | Add +1.1% | 64,000 | $9.8M |
| Jane Street Group, LLC | 0.01% | Add +4.8% | 60,660 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +103.8% | 60,388 | $9.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -49.6% | 60,132 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.6% | 60,019 | $9.2M |
| SG Americas Securities, LLC | 0.01% | Add +1519.6% | 54,841 | $8.4M |
| Barclays PLC | 0.00% | Reduce -1.8% | 53,812 | $8.3M |
| SG Capital Management LLC | 0.89% | New | 53,206 | $8.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +12.0% | 49,234 | $7.6M |
| Hillsdale Investment Management Inc. | 0.20% | Add +5.6% | 48,400 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.9% | 46,671 | $7.2M |
| ProShare Advisors LLC | 0.01% | Add +2.1% | 45,726 | $7.0M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -8.0% | 44,880 | $6.9M |
| Jump Financial, LLC | 0.09% | Add +5.4% | 44,551 | $6.8M |
| New York State Teachers Retirement System | 0.01% | No change | 44,199 | $6.8M |
| Trexquant Investment LP | 0.06% | Add +122.9% | 43,721 | $6.7M |
| UBS Group AG | 0.00% | Add +3.4% | 42,977 | $6.6M |
| Marshall Wace, LLP | 0.01% | Add +1474.5% | 42,511 | $6.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.6% | 41,735 | $6.4M |
| WINTON GROUP Ltd | 0.22% | New | 41,104 | $6.3M |
| Blair William & Co. | 0.02% | Add +1276.6% | 40,046 | $6.1M |
| Prospera Financial Services Inc | 0.10% | Add +2.4% | 39,157 | $6.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -34.2% | 38,515 | $5.9M |
| Tudor Investment Corporation | 0.03% | Add +81.5% | 38,447 | $5.9M |
| Teacher Retirement System of Texas | 0.02% | Add +15.6% | 37,345 | $5.7M |
| EULAV Asset Management | 0.15% | No change | 36,100 | $5.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -13.6% | 34,652 | $5.3M |
| HRT Financial LP | 0.02% | Reduce -16.6% | 32,590 | $5.0M |
| SummitTX Capital, L.P. | 0.15% | New | 31,347 | $4.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.3% | 30,637 | $4.7M |
| First National Bank of Omaha | 0.14% | Add +21.1% | 30,388 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -6.4% | 30,330 | $4.7M |
| Bath Savings Trust Co | 0.46% | Reduce -3.2% | 29,879 | $4.6M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -25.4% | 28,558 | $4.4M |
| Deutsche Bank AG | 0.00% | Add +3.8% | 27,402 | $4.2M |
| Bank of Montreal | 0.00% | Reduce -0.5% | 27,056 | $4.1M |
| Creative Planning | 0.00% | Add +71.5% | 26,325 | $4.0M |
| Cardinal Capital Management | 0.53% | Add +1.1% | 25,949 | $4.0M |
| Fiera Capital Corp | 0.01% | Add +15.2% | 25,512 | $3.9M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.7% | 24,992 | $3.8M |
| Canada Pension Plan Investment Board | 0.00% | Add +84.5% | 23,800 | $3.6M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 20,500 | $3.4M |
| Bessemer Group Inc. | 0.01% | Add +1625.3% | 22,325 | $3.4M |
| Moody Aldrich Partners LLC | 0.63% | Reduce -4.7% | 22,081 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -20.8% | 20,779 | $3.2M |
| Global Alpha Capital Management Ltd. | 0.19% | Add +12.2% | 20,259 | $3.1M |
| First National Advisers, LLC | 0.42% | Add +24.2% | 19,820 | $3.0M |
| LPL Financial LLC | 0.00% | Add +3.2% | 19,792 | $3.0M |
| Vest Financial, LLC | 0.04% | Add +21.8% | 19,695 | $3.0M |
| Tocqueville Asset Management L.P. | 0.04% | New | 19,375 | $3.0M |
| Intech Investment Management LLC | 0.03% | Reduce -40.2% | 19,248 | $3.0M |
| Engineers Gate Manager LP | 0.04% | Reduce -6.8% | 19,224 | $2.9M |
| Numerai GP LLC | 0.35% | Reduce -37.0% | 19,074 | $2.9M |
| Martin & Co. Inc. | 0.50% | Add +3.3% | 18,898 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.7% | 18,363 | $2.8M |
| Illinois Municipal Retirement Fund | 0.03% | Add +2.3% | 18,141 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | Add +1.1% | 17,989 | $2.8M |
| Edgestream Partners, L.P. | 0.08% | Reduce -61.9% | 17,979 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -34.2% | 17,291 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -30.6% | 16,217 | $2.5M |
| Wendell David Associates Inc. | 0.25% | Reduce -6.0% | 16,090 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.9% | 16,045 | $2.5M |
| Quantinno Capital Management LP | 0.00% | Add +40.6% | 15,834 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -15.2% | 15,649 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -39.8% | 15,268 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.1% | 15,252 | $2.3M |
| AlphaQuest LLC | 0.13% | Add +21.2% | 15,238 | $2.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -64.1% | 14,972 | $2.3M |
| Amundi | 0.00% | Add +134.2% | 14,878 | $2.3M |
| Verition Fund Management LLC | 0.01% | Reduce -65.9% | 14,819 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -0.7% | 14,800 | $2.3M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +12.8% | 14,480 | $2.2M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +44.5% | 14,272 | $2.2M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.15% | Reduce -10.8% | 14,133 | $2.2M |
| STRS Ohio | 0.01% | Reduce -16.6% | 14,100 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +6.7% | 14,009 | $2.1M |
| Holocene Advisors, LP | 0.00% | Add +38.0% | 13,745 | $2.1M |
| Janus Henderson Group PLC | 0.00% | No change | 13,598 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.0% | 13,546 | $2.1M |
| Horizon Investments, LLC | 0.03% | Add +259.6% | 13,146 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 12,935 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Reduce -47.6% | 12,473 | $1.9M |
| OP Asset Management Ltd | 0.02% | Reduce -9.1% | 12,065 | $1.9M |
| ICW Investment Advisors LLC | 0.67% | Reduce -0.3% | 11,929 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +8.5% | 11,907 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +16.2% | 11,451 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 11,417 | $1.8M |
| Quantbot Technologies LP | 0.06% | Reduce -59.0% | 11,245 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -0.4% | 9,943 | $1.7M |
| New York State Common Retirement Fund | 0.00% | No change | 10,981 | $1.7M |
| Voleon Capital Management LP | 0.03% | Reduce -47.2% | 10,531 | $1.6M |
| Brevan Howard Capital Management LP | 0.03% | Add +21.3% | 10,508 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -79.8% | 10,176 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.6% | 10,158 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,134 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -48.5% | 9,903 | $1.5M |
| Franklin Resources Inc. | 0.00% | Add +94.7% | 9,691 | $1.5M |
| Glenmede Trust Co. NA | 0.01% | — | 9,675 | $1.5M |
| Amalgamated Bank | 0.01% | Add +0.8% | 9,427 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -12.9% | 8,836 | $1.4M |
| Fred Alger Management, LLC | 0.01% | No change | 9,267 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +35.5% | 9,245 | $1.4M |
| Azzad Asset Management Inc. | 0.14% | Add +47.7% | 9,243 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.41% | Reduce -4.3% | 9,112 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -6.0% | 9,066 | $1.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 8,965 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -1.8% | 8,932 | $1.4M |
| Ausbil Investment Management Ltd | 0.78% | Add +14.2% | 8,931 | $1.4M |
| Zions Bancorporation, National Association | 0.06% | Reduce -6.7% | 8,923 | $1.4M |
| Fisher Asset Management | 0.00% | New | 8,893 | $1.4M |
| Susquehanna Fundamental Investments, LLC | 0.05% | Reduce -38.3% | 8,831 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -7.7% | 8,802 | $1.3M |
| Laurus Global Equity Management Inc. | 1.07% | Reduce -30.8% | 8,580 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +71.5% | 8,420 | $1.3M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -11.0% | 8,179 | $1.3M |
| Sagewood Asset Management LP | 0.44% | — | 8,100 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.0% | 8,018 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +1.9% | 7,429 | $1.1M |
| Annex Advisory Services, LLC | 0.02% | Reduce -1.7% | 7,291 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +17.2% | 7,274 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.0% | 6,900 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +27.6% | 6,829 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +18.8% | 6,587 | $1.0M |
| Cwm, LLC | 0.00% | Add +18.0% | 6,531 | $1.0M |
| Mariner, LLC | 0.00% | Add +50.8% | 6,348 | $974K |
| Exchange Traded Concepts, LLC | 0.01% | Add +15.8% | 5,797 | $889K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.5% | 5,774 | $886K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,605 | $860K |
| Argent Capital Management LLC | 0.02% | Reduce -7.0% | 5,573 | $855K |
| US Bancorp \de | 0.00% | Reduce -10.4% | 5,431 | $833K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 5,408 | $829K |
| Moseley Investment Management Inc. | 0.25% | No change | 5,374 | $824K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.5% | 5,250 | $805K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.2% | 5,169 | $798K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -2.0% | 4,969 | $791K |
| Zhang Financial LLC | 0.03% | No change | 5,000 | $767K |
| QRG Capital Management, Inc. | 0.01% | Add +5.9% | 4,977 | $763K |
| Cerity Partners LLC | 0.00% | Add +176.7% | 4,942 | $758K |
| Legacy Wealth Asset Management, LLC | 0.18% | Add +76.3% | 4,849 | $744K |
| Praxis Investment Management Inc. | 0.04% | No change | 4,840 | $742K |
| Bridgewater Associates | 0.00% | New | 4,806 | $737K |
| Capstone Investment Advisors, LLC | 0.01% | Add +165.8% | 4,756 | $729K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.4% | 4,733 | $726K |
| Lazard Asset Management LLC | 0.00% | Reduce -56.6% | 4,626 | $709K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -56.6% | 4,626 | $709K |
| Squarepoint Ops LLC | 0.00% | Reduce -85.5% | 4,548 | $697K |
| Commerce Bank | 0.00% | Reduce -1.5% | 4,454 | $683K |
| HighTower Advisors, LLC | 0.00% | Add +22.1% | 4,334 | $665K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,321 | $663K |
| Callan Family Office, LLC | 0.01% | New | 4,226 | $648K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -33.5% | 4,212 | $646K |
| MML Investors Services, LLC | 0.00% | Add +10.8% | 4,001 | $614K |
| SageView Advisory Group, LLC | 0.02% | Add +0.0% | 3,944 | $605K |
| Quadrant Capital Group LLC | 0.02% | Reduce -1.2% | 3,941 | $604K |
| American Century Companies Inc. | 0.00% | No change | 3,819 | $586K |
| Steigerwald, Gordon & Koch Inc. | 0.06% | No change | 3,760 | $577K |
| Summitry LLC | 0.02% | Add +18.2% | 3,715 | $570K |
| Mutual of America Capital Management LLC | 0.01% | Add +1.8% | 3,702 | $568K |
| Two Sigma Securities, LLC | 0.08% | New | 3,650 | $560K |
| Van Eck Associates Corp. | 0.00% | Reduce -86.9% | 3,630 | $556K |
| Mackenzie Financial Corp. | 0.00% | Reduce -3.8% | 3,570 | $551K |
| Dark Forest Capital Management LP | 0.02% | Reduce -85.2% | 3,401 | $522K |
| Marshall & Sterling Wealth Advisors Inc. | 0.34% | Reduce -0.0% | 3,375 | $518K |
| Gibbs Wealth Management | 0.13% | Reduce -6.7% | 3,224 | $517K |
| Mercer Global Advisors Inc. | 0.00% | Add +17.3% | 3,367 | $516K |
| Tidal Investments LLC | 0.00% | Reduce -22.3% | 3,279 | $503K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +37.0% | 3,211 | $501K |
| New Age Alpha Advisors, LLC | 0.02% | Add +95.2% | 3,107 | $476K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.9% | 3,072 | $471K |
| Inspire Investing, LLC | 0.04% | Add +0.9% | 3,052 | $468K |
| PFG Investments, LLC | 0.02% | No change | 3,000 | $460K |
| iSAM Funds (UK) Ltd | 0.16% | Reduce -40.8% | 2,933 | $450K |
| Neuberger Berman Group LLC | 0.00% | Add +31.0% | 2,820 | $432K |
| Fieldview Capital Management, LLC | 0.07% | New | 2,753 | $422K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.8% | 2,667 | $409K |
| Xponance LLC | 0.00% | Add +0.7% | 2,598 | $398K |
| Portside Wealth Group, LLC | 0.05% | Add +12.3% | 2,573 | $395K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -83.7% | 2,565 | $393K |
| Trust Point Inc. | 0.03% | Add +2.5% | 2,553 | $392K |
| Baird Financial Group, Inc. | 0.00% | New | 2,552 | $391K |
| Freestone Grove Partners LP | 0.00% | Reduce -24.3% | 2,512 | $385K |
| XTX Topco Ltd | 0.01% | New | 2,497 | $383K |
| Profund Advisors LLC | 0.01% | Add +62.9% | 2,484 | $381K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -2.6% | 2,482 | $381K |
| Atria Investments, Inc | 0.00% | Reduce -10.2% | 2,477 | $380K |
| Magnetar Financial LLC | 0.00% | Reduce -61.0% | 2,473 | $379K |
| Foundations Investment Advisors, LLC | 0.00% | New | 2,460 | $377K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.0% | 2,460 | $377K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +3.9% | 2,450 | $376K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,414 | $370K |
| LCM Capital Management Inc | 0.18% | No change | 2,411 | $370K |
| Nitor Capital Management LLC | 0.33% | — | 2,400 | $368K |
| Lido Advisors, LLC | 0.00% | Add +3.3% | 2,381 | $359K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.6% | 2,240 | $344K |
| Fiduciary Trust Co | 0.00% | Reduce -0.2% | 2,185 | $335K |
| Cibc World Markets Corp. | 0.00% | — | 2,173 | $333K |
| Axq Capital, LP | 0.07% | New | 2,143 | $329K |
| Occudo Quantitative Strategies LP | 0.02% | New | 2,143 | $329K |
| Net Worth Advisory Group | 0.07% | Add +19.7% | 2,118 | $325K |
| Aviva PLC | 0.00% | New | 2,107 | $323K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Reduce -16.0% | 2,100 | $322K |
| Brown Advisory Inc. | 0.00% | Add +26.8% | 2,090 | $321K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +33.1% | 2,082 | $319K |
| Acadian Asset Management LLC | 0.00% | Reduce -43.2% | 2,084 | $319K |
| Fifth Third Bancorp | 0.00% | Reduce -1.9% | 2,063 | $316K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,953 | $300K |
| CIBC Asset Management Inc | 0.00% | New | 1,899 | $291K |
| Portfolio Strategies, Inc. | 0.03% | No change | 1,885 | $289K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.2% | 1,795 | $276K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -68.2% | 1,776 | $272K |
| Perbak Capital Partners LLP | 0.08% | Reduce -60.7% | 1,765 | $271K |
| State of Wisconsin Investment Board | 0.00% | Reduce -43.1% | 1,763 | $270K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | Add +31.1% | 1,756 | $269K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -33.1% | 1,751 | $269K |
| Vident Advisory, LLC | 0.00% | Reduce -7.1% | 1,726 | $265K |
| Journey Strategic Wealth LLC | 0.01% | New | 1,725 | $265K |
| Compound Planning, Inc. | 0.01% | Reduce -2.4% | 1,717 | $263K |
| Aigen Investment Management, LP | 0.06% | Reduce -66.6% | 1,630 | $250K |
| Bard Associates Inc. | 0.06% | No change | 1,600 | $247K |
| Caitlin John, LLC | 0.16% | New | 1,597 | $245K |
| Heritage Family Offices, LLP | 0.11% | No change | 1,586 | $243K |
| Allworth Financial LP | 0.00% | Add +52.1% | 1,583 | $243K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 1,582 | $243K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -15.9% | 1,556 | $239K |
| Marco Investment Management LLC | 0.02% | No change | 1,550 | $238K |
| Mission Wealth Management, LP | 0.00% | No change | 1,498 | $230K |
| Orange Investment Advisors, Inc. | 0.03% | Reduce -40.1% | 1,493 | $229K |
| Swiss Life Asset Management Ltd | 0.00% | No change | 1,481 | $227K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $226K |
| Yorktown Management & Research Co Inc | 0.18% | No change | 1,450 | $222K |
| Vise Technologies, Inc. | 0.00% | New | 1,441 | $221K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 1,412 | $217K |
| Choreo, LLC | 0.00% | Add +3.9% | 1,396 | $216K |
| Bill Few Associates, Inc. | 0.05% | Reduce -1.8% | 1,400 | $215K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -17.0% | 1,386 | $213K |
| Bokf, NA | 0.00% | Reduce -13.2% | 1,361 | $209K |
| Dakota Wealth Management | 0.00% | New | 1,347 | $207K |
| Focus Partners Wealth | 0.00% | New | 1,325 | $204K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.8% | 1,231 | $189K |
| Vestcor Inc | 0.01% | No change | 1,140 | $175K |
| Hilltop National Bank | 0.04% | No change | 1,131 | $173K |
| Global Retirement Partners, LLC | 0.00% | Add +2295.2% | 1,006 | $154K |
| KBC Group NV | 0.00% | No change | 931 | $143K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -31.1% | 868 | $133K |
| Kemnay Advisory Services Inc. | 0.02% | New | 865 | $133K |
| Archer Investment Corp | 0.03% | No change | 760 | $117K |
| Pacer Advisors, Inc. | 0.00% | Reduce -3.0% | 753 | $115K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 743 | $115K |
| Smartleaf Asset Management LLC | 0.00% | Add +6.4% | 732 | $113K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.7% | 716 | $110K |
| GAMMA Investing LLC | 0.01% | Add +19.6% | 696 | $107K |
| Meeder Asset Management Inc. | 0.01% | Add +600.0% | 693 | $106K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 674 | $103K |
| Covestor Ltd | 0.05% | Add +15.4% | 578 | $89K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +35.4% | 501 | $77K |
| Huntington National Bank | 0.00% | Reduce -2.6% | 484 | $74K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -1.2% | 405 | $62K |
| Kestra Advisory Services, LLC | 0.00% | New | 403 | $62K |
| Danske Bank A/S | 0.00% | No change | 400 | $61K |
| Assetmark, Inc. | 0.00% | Add +3.5% | 380 | $58K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +108.5% | 342 | $52K |
| Silicon Valley Capital Partners | 0.00% | No change | 334 | $51K |
| Winnacle Wealth LLC | 0.04% | No change | 321 | $49K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +143.2% | 304 | $47K |
| UMB Bank, n.a. | 0.00% | Add +21.1% | 298 | $46K |
| Blue Trust, Inc. | 0.00% | Reduce -24.7% | 268 | $41K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -36.1% | 230 | $38K |
| State of Wyoming | 0.00% | Reduce -75.5% | 246 | $38K |
| Parallel Advisors, LLC | 0.00% | Add +65.5% | 245 | $38K |
| Sterling Capital Management LLC | 0.00% | Add +167.5% | 214 | $33K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.5% | 210 | $32K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +14.3% | 208 | $32K |
| Salomon & Ludwin, LLC | 0.00% | Add +51.5% | 203 | $32K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 200 | $31K |
| Essential Partners LLC | 0.01% | Add +73.0% | 192 | $29K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.9% | 192 | $29K |
| Signaturefd, LLC | 0.00% | Add +1.6% | 191 | $29K |
| Hantz Financial Services, Inc. | 0.00% | Add +172.1% | 185 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +13.6% | 150 | $23K |
| Root Financial Partners, LLC | 0.00% | Add +3.0% | 137 | $21K |
| Westside Investment Management, Inc. | 0.00% | Reduce -14.9% | 131 | $20K |
| Private Trust Co. NA | 0.00% | Add +25.5% | 128 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +51.9% | 123 | $19K |
| IFP Advisors, Inc | 0.00% | Add +54.0% | 114 | $17K |
| Crewe Advisors LLC | 0.00% | Add +10.5% | 84 | $13K |
| Federated Hermes, Inc. | 0.00% | Reduce -36.8% | 84 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 63 | $10K |
| First Horizon Corp. | 0.00% | Reduce -38.9% | 55 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +14.9% | 54 | $8K |
| Smithfield Trust Co | 0.00% | No change | 55 | $8K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -97.7% | 51 | $8K |
| Quarry LP | 0.00% | Reduce -86.3% | 46 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Reduce -2.0% | 48 | $7K |
| Park Place Capital Corp | 0.00% | No change | 42 | $6K |
| Leonteq Securities AG | 0.00% | Reduce -99.0% | 41 | $6K |
| SHP Wealth Management | 0.00% | — | 39 | $6K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $5K |
| True Wealth Design, LLC | 0.00% | Add +43.5% | 33 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -63.2% | 32 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +30.4% | 30 | $5K |
| Dogwood Wealth Management LLC | 0.00% | Add +172.7% | 30 | $5K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 30 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 30 | $5K |
| Basepoint Wealth LLC | 0.00% | New | 29 | $4K |
| Clearstead Advisors, LLC | 0.00% | Reduce -37.0% | 29 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 26 | $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 |
| Bare Financial Services, Inc | 0.00% | Reduce -45.2% | 23 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 22 | $3K |
| MAI Capital Management | 0.00% | Reduce -8.3% | 22 | $3K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| Torren Management, LLC | 0.00% | — | 18 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 13 | $2K |
| Kilter Group LLC | 0.00% | New | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.3% | 12 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| Montag A & Associates Inc. | 0.00% | Reduce -21.4% | 11 | $2K |
| Elyxium Wealth, LLC | 0.00% | New | 11 | $2K |
| Thompson Investment Management, Inc. | 0.00% | No change | 10 | $2K |
| NFSG Corp | 0.00% | No change | 9 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 9 | $1K |
| Rossby Financial, LCC | 0.00% | Add +125.0% | 9 | $1K |
| MidFirst Bank | 0.00% | — | 1,520 | $1K |
| Optiver Holding B.V. | 0.00% | Reduce -91.1% | 9 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -44.4% | 5 | $767 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $767 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $767 |
| CENTRAL TRUST Co | 0.00% | New | 4 | $614 |
| Harbour Investments, Inc. | 0.00% | New | 4 | $613 |
| Ankerstar Wealth, LLC | 0.00% | — | 3 | $465 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +50.0% | 3 | $463 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $461 |
| Gilpin Wealth Management, LLC | 0.00% | — | 2 | $307 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $307 |
| Rialto Wealth Management, LLC | 0.00% | No change | 2 | $307 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $307 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 2 | $307 |
| Larson Financial Group LLC | 0.00% | Reduce -94.6% | 2 | $307 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $307 |
| DecisionPoint Financial, LLC | 0.00% | No change | 1 | $154 |
| Abound Wealth Management | 0.00% | No change | 1 | $154 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $153 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $103 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.