BalchemBCPC
13F holders, Q1 2026 (March 31)425holders +16
54new positions
37sold out
9famous investors
$169.48avg. 13F price*
At the end of Q1 2026, 425 institutions reported holding Balchem Corp. (BCPC) in their 13F filings, up 16 from Q4 2025. 54 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($820.6M), Vanguard Portfolio Management LLC ($371.7M) and Vanguard Capital Management LLC ($242.7M). 9 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 Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Balchem Corp.
- CUSIP
- 057665200
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $30.0M |
| Exits | 37 | $40.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,127,681 shares bought and 1,333,620 shares sold, net +794,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| BlackRock, Inc. | 0.01% | Reduce -1.4% | 4,841,597 | $820.6M |
| Vanguard Portfolio Management LLC | 0.02% | — | 2,193,417 | $371.7M |
| Vanguard Capital Management LLC | 0.01% | — | 1,432,088 | $242.7M |
| Wasatch Advisors LP | 1.60% | Add +20.4% | 1,423,424 | $241.2M |
| Conestoga Capital Advisors, LLC | 4.23% | Add +3.9% | 1,251,189 | $212.1M |
| State Street Corp. | 0.01% | Add +2.5% | 1,240,736 | $210.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 1,047,199 | $177.5M |
| Morgan Stanley | 0.01% | Reduce -7.4% | 857,369 | $145.3M |
| Geneva Capital Management LLC | 3.05% | Reduce -6.8% | 846,495 | $143.5M |
| FMR LLC | 0.01% | Add +11.8% | 598,670 | $101.5M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.2% | 596,728 | $101.1M |
| First Trust Advisors LP | 0.06% | Add +66.3% | 453,337 | $76.8M |
| Congress Asset Management Co. | 0.54% | Add +17.7% | 445,813 | $75.6M |
| Two Sigma Investments, LP | 0.06% | Add +112.2% | 430,210 | $72.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 426,999 | $72.8M |
| Nuveen, LLC | 0.02% | Reduce -0.7% | 393,485 | $66.7M |
| Northern Trust Corp. | 0.01% | Add +2.4% | 373,984 | $63.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 369,463 | $62.6M |
| Schroder Investment Management Group | 0.05% | Reduce -11.5% | 360,496 | $61.4M |
| William Blair Investment Management, LLC | 0.18% | Add +5.4% | 315,260 | $53.4M |
| Stephens Investment Management Group LLC | 0.62% | Reduce -0.5% | 266,086 | $45.1M |
| Clearbridge Investments, LLC | 0.04% | Reduce -7.8% | 256,813 | $43.5M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 226,100 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.4% | 221,523 | $37.5M |
| GMO | 0.09% | Add +1.4% | 212,718 | $36.1M |
| GW&K Investment Management, LLC | 0.31% | Reduce -2.0% | 210,673 | $35.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +20.2% | 208,396 | $35.3M |
| Blair William & Co. | 0.10% | Add +408.2% | 203,519 | $34.5M |
| Algert Global LLC | 0.48% | Reduce -13.3% | 187,584 | $31.8M |
| Bank of America Corp. | 0.00% | Add +7.9% | 183,863 | $31.2M |
| Principal Financial Group Inc. | 0.02% | Add +2.5% | 180,592 | $30.6M |
| Renaissance Technologies | 0.05% | Add +16.4% | 177,000 | $30.0M |
| Fifth Third Bancorp | 0.05% | Add +8307.2% | 173,440 | $29.4M |
| Sei Investments Co. | 0.03% | Add +31.1% | 172,529 | $29.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.6% | 168,372 | $28.5M |
| Assenagon Asset Management S.A. | 0.05% | Add +70.5% | 166,441 | $28.2M |
| Royal Bank of Canada | 0.01% | Reduce -9.8% | 162,334 | $27.5M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -22.7% | 135,520 | $23.0M |
| Empower Advisory Group, LLC | 0.06% | Add +4.2% | 129,177 | $21.9M |
| Tributary Capital Management, LLC | 1.94% | Reduce -2.7% | 117,708 | $19.9M |
| Millennium Management | 0.02% | Add +40.6% | 117,334 | $19.9M |
| Public Sector Pension Investment Board | 0.06% | Add +3.4% | 115,896 | $19.6M |
| Harvey Partners, LLC | 1.58% | Reduce -1.0% | 114,800 | $19.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.0% | 111,520 | $18.9M |
| Invesco Ltd. | 0.00% | Add +0.9% | 109,784 | $18.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.1% | 106,977 | $18.1M |
| Montanaro Asset Management Ltd | 5.00% | Reduce -2.6% | 98,700 | $16.7M |
| Jane Street Group, LLC | 0.02% | Add +61.9% | 98,177 | $16.6M |
| Point72 Asset Management | 0.03% | Add +43.6% | 92,623 | $15.7M |
| Rhumbline Advisers | 0.01% | Add +1.9% | 88,950 | $15.1M |
| UBS Group AG | 0.00% | Add +104.4% | 87,830 | $14.9M |
| Congruence Capital, LLC | 4.98% | Reduce -20.7% | 87,658 | $14.9M |
| California Public Employees Retirement System | 0.01% | Reduce -3.4% | 86,537 | $14.7M |
| AQR Capital Management | 0.01% | Add +15.2% | 80,302 | $13.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.4% | 79,869 | $13.5M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -11.9% | 78,544 | $13.3M |
| Legal & General Group Plc | 0.00% | Reduce -7.6% | 77,591 | $13.2M |
| Salem Investment Counselors Inc. | 0.38% | No change | 76,345 | $12.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +20.6% | 72,823 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +14.3% | 68,588 | $11.6M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -19.9% | 65,626 | $11.1M |
| Swiss National Bank | 0.01% | No change | 64,000 | $10.8M |
| Bahl & Gaynor LLC | 0.05% | Reduce -2.5% | 62,503 | $10.6M |
| Wells Fargo & Company | 0.00% | Reduce -17.1% | 62,458 | $10.6M |
| Victory Capital Management Inc. | 0.01% | Reduce -4.9% | 57,187 | $9.7M |
| Santa Monica Partners LP | 4.83% | Reduce -56.3% | 51,100 | $8.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.2% | 49,323 | $8.4M |
| Hillsdale Investment Management Inc. | 0.23% | Add +1.4% | 49,100 | $8.3M |
| HRT Financial LP | 0.02% | Add +47.5% | 48,071 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.7% | 46,995 | $8.0M |
| Teacher Retirement System of Texas | 0.03% | Add +22.9% | 45,915 | $7.8M |
| Trexquant Investment LP | 0.05% | Add +2.4% | 44,777 | $7.6M |
| BNP Paribas Financial Markets | 0.00% | Add +22.7% | 42,525 | $7.2M |
| Marshall Wace, LLP | 0.01% | Reduce -3.3% | 41,097 | $7.0M |
| ProShare Advisors LLC | 0.01% | Reduce -11.5% | 40,477 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -43.4% | 40,268 | $6.8M |
| Creative Planning | 0.00% | Add +50.9% | 39,711 | $6.7M |
| Prospera Financial Services Inc | 0.11% | Reduce -0.0% | 39,147 | $6.6M |
| Barclays PLC | 0.00% | Reduce -28.0% | 38,751 | $6.6M |
| Balyasny Asset Management L.P. | 0.01% | Add +0.3% | 38,610 | $6.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -12.8% | 38,550 | $6.5M |
| Alliancebernstein L.P. | 0.00% | No change | 41,735 | $6.4M |
| EULAV Asset Management | 0.20% | No change | 36,100 | $6.1M |
| California State Teachers Retirement System | 0.01% | Add +17.8% | 36,078 | $6.1M |
| Engineers Gate Manager LP | 0.08% | Add +86.6% | 35,865 | $6.1M |
| Fiera Capital Corp | 0.02% | Add +39.5% | 35,595 | $6.0M |
| Prudential Financial Inc. | 0.01% | Add +9.1% | 33,099 | $5.6M |
| Vest Financial, LLC | 0.07% | Add +62.7% | 32,052 | $5.4M |
| Jump Financial, LLC | 0.09% | Reduce -31.0% | 30,723 | $5.2M |
| Squarepoint Ops LLC | 0.01% | Add +574.4% | 30,672 | $5.2M |
| Deutsche Bank AG | 0.00% | Add +11.8% | 30,641 | $5.2M |
| First National Bank of Omaha | 0.16% | Reduce -1.1% | 30,056 | $5.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 29,811 | $5.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -4.3% | 27,318 | $4.6M |
| Cardinal Capital Management | 0.58% | Add +3.2% | 26,772 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | New | 26,421 | $4.5M |
| Bath Savings Trust Co | 0.46% | Reduce -15.2% | 25,349 | $4.3M |
| SummitTX Capital, L.P. | 0.13% | Reduce -26.0% | 23,204 | $3.9M |
| ExodusPoint Capital Management, LP | 0.04% | New | 22,862 | $3.9M |
| Tudor Investment Corporation | 0.02% | Reduce -41.5% | 22,510 | $3.8M |
| Bessemer Group Inc. | 0.01% | Reduce -0.1% | 22,314 | $3.8M |
| Numerai GP LLC | 0.38% | Add +15.9% | 22,113 | $3.7M |
| WINTON GROUP Ltd | 0.13% | Reduce -46.9% | 21,836 | $3.7M |
| Moody Aldrich Partners LLC | 0.67% | Reduce -1.2% | 21,822 | $3.7M |
| Citadel Advisors | 0.00% | Add +103.3% | 20,688 | $3.5M |
| Global Alpha Capital Management Ltd. | 0.21% | No change | 20,259 | $3.4M |
| American Capital Management Inc. | 0.18% | New | 20,102 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -4.0% | 19,951 | $3.4M |
| SG Americas Securities, LLC | 0.00% | Reduce -64.6% | 19,435 | $3.3M |
| Martin & Co. Inc. | 0.56% | Add +2.7% | 19,401 | $3.3M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +35.1% | 19,281 | $3.3M |
| Horizon Investments, LLC | 0.04% | Add +44.1% | 18,943 | $3.2M |
| Tocqueville Asset Management L.P. | 0.05% | Reduce -2.5% | 18,895 | $3.2M |
| Citigroup Inc. | 0.00% | Add +19.7% | 18,271 | $3.1M |
| First National Advisers, LLC | 0.45% | Reduce -8.1% | 18,206 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -2.2% | 17,967 | $3.0M |
| Natixis Advisors, LLC | 0.00% | Add +3.9% | 17,969 | $3.0M |
| Illinois Municipal Retirement Fund | 0.04% | Reduce -3.5% | 17,503 | $3.0M |
| State of Alaska, Department of Revenue | 0.03% | Reduce -2.9% | 17,473 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +79.7% | 17,411 | $3.0M |
| Bridgewater Associates | 0.01% | Add +260.2% | 17,313 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +7.2% | 16,966 | $2.9M |
| STRS Ohio | 0.01% | Add +16.3% | 16,400 | $2.8M |
| Quantbot Technologies LP | 0.11% | Add +44.4% | 16,235 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -20.7% | 15,699 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.8% | 15,603 | $2.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 15,412 | $2.6M |
| Janus Henderson Group PLC | 0.00% | Add +11.8% | 15,198 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +9.1% | 15,001 | $2.5M |
| Jacobs Levy Equity Management, Inc. | 0.01% | No change | 14,972 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -9.4% | 14,686 | $2.5M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -2.7% | 14,400 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +18.0% | 14,055 | $2.4M |
| Graham Capital Management, L.P. | 0.11% | Add +65.9% | 13,965 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +7.3% | 13,884 | $2.4M |
| Captrust Financial Advisors | 0.00% | Add +109.5% | 13,802 | $2.3M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +54.8% | 13,623 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -3.6% | 13,508 | $2.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 13,243 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -8.6% | 12,380 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 12,281 | $2.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.16% | Reduce -13.9% | 12,174 | $2.1M |
| ICW Investment Advisors LLC | 0.73% | Reduce -0.7% | 11,843 | $2.0M |
| Handelsbanken Fonder AB | 0.01% | No change | 11,451 | $1.9M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -55.1% | 11,226 | $1.9M |
| Wendell David Associates Inc. | 0.20% | Reduce -32.3% | 10,890 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 10,282 | $1.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -6.4% | 10,281 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,158 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.2% | 10,113 | $1.7M |
| Caisse de depot et placement du Quebec | 0.00% | New | 10,100 | $1.7M |
| Glenmede Trust Co. NA | 0.01% | Add +4.3% | 10,091 | $1.7M |
| Amundi | 0.00% | Reduce -32.9% | 9,979 | $1.7M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 9,943 | $1.7M |
| Amalgamated Bank | 0.01% | Reduce -1.0% | 9,336 | $1.6M |
| Fred Alger Management, LLC | 0.01% | Reduce -0.3% | 9,240 | $1.6M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 8,932 | $1.5M |
| Arizona State Retirement System | 0.01% | Reduce -1.9% | 8,896 | $1.5M |
| Mariner, LLC | 0.00% | Add +40.1% | 8,895 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.44% | Reduce -2.7% | 8,867 | $1.5M |
| Intech Investment Management LLC | 0.01% | Reduce -54.2% | 8,820 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +16444.4% | 8,934 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -0.8% | 8,769 | $1.5M |
| Argent Capital Management LLC | 0.05% | Add +55.8% | 8,685 | $1.5M |
| Junk Investment Group, LLC | 0.74% | — | 8,295 | $1.4M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 8,281 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,179 | $1.4M |
| Sagewood Asset Management LP | 0.43% | No change | 8,100 | $1.4M |
| Ieq Capital, LLC | 0.01% | Add +17.7% | 8,035 | $1.4M |
| Simplex Trading, LLC | 0.04% | New | 8,029 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 8,009 | $1.4M |
| XTX Topco Ltd | 0.02% | Add +218.3% | 7,949 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +36.7% | 7,891 | $1.3M |
| Allstate Corp. | 0.01% | New | 7,886 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +339.2% | 7,743 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +1750.6% | 7,458 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 7,429 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 7,403 | $1.3M |
| Azzad Asset Management Inc. | 0.12% | Reduce -21.9% | 7,217 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +2.9% | 7,100 | $1.2M |
| Annex Advisory Services, LLC | 0.02% | Reduce -3.6% | 7,028 | $1.2M |
| Cwm, LLC | 0.00% | Add +6.5% | 6,955 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.0% | 6,839 | $1.2M |
| Tidal Investments LLC | 0.00% | Add +97.6% | 6,479 | $1.1M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -27.9% | 6,467 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -94.2% | 6,405 | $1.1M |
| Laurus Global Equity Management Inc. | 1.05% | Reduce -26.5% | 6,310 | $1.1M |
| Exchange Traded Concepts, LLC | 0.01% | Add +6.1% | 6,151 | $1.0M |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -40.2% | 5,922 | $1.0M |
| Quadrature Capital Ltd | 0.01% | New | 5,904 | $1.0M |
| Fieldview Capital Management, LLC | 0.29% | Add +114.4% | 5,903 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Add +17.1% | 5,828 | $988K |
| HighTower Advisors, LLC | 0.00% | Add +34.2% | 5,817 | $986K |
| Cerity Partners LLC | 0.00% | Add +16.5% | 5,758 | $976K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.2% | 5,575 | $945K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -2.3% | 5,479 | $929K |
| Voleon Capital Management LP | 0.02% | Reduce -48.6% | 5,410 | $917K |
| Moseley Investment Management Inc. | 0.29% | No change | 5,374 | $911K |
| US Bancorp \de | 0.00% | Reduce -1.7% | 5,339 | $905K |
| Gibbs Wealth Management | 0.12% | Add +63.0% | 5,255 | $891K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 5,223 | $885K |
| Ausbil Investment Management Ltd | 0.44% | Reduce -42.8% | 5,105 | $877K |
| Zions Bancorporation, National Association | 0.06% | Reduce -42.8% | 5,108 | $866K |
| Nicolet Bankshares Inc. | 0.03% | New | 5,031 | $865K |
| Callan Family Office, LLC | 0.02% | Add +20.6% | 5,096 | $864K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +97.3% | 5,062 | $858K |
| Zhang Financial LLC | 0.03% | No change | 5,000 | $847K |
| Verition Fund Management LLC | 0.01% | Reduce -67.1% | 4,874 | $826K |
| Legacy Wealth Asset Management, LLC | 0.20% | Reduce -0.7% | 4,813 | $816K |
| Maryland State Retirement & Pension System | 0.02% | No change | 4,733 | $802K |
| Empowered Funds, LLC | 0.00% | New | 4,397 | $745K |
| American Century Companies Inc. | 0.00% | Add +13.7% | 4,343 | $736K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 4,233 | $717K |
| Neuberger Berman Group LLC | 0.00% | Add +47.4% | 4,157 | $705K |
| Commerce Bank | 0.00% | Reduce -9.1% | 4,047 | $686K |
| Bank of Montreal | 0.00% | Reduce -85.3% | 3,976 | $674K |
| Quadrant Capital Group LLC | 0.02% | Reduce -0.1% | 3,935 | $667K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.5% | 3,889 | $659K |
| Chesapeake Capital Corp. | 0.47% | New | 3,877 | $657K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +18.5% | 3,804 | $648K |
| Steigerwald, Gordon & Koch Inc. | 0.07% | No change | 3,760 | $637K |
| SageView Advisory Group, LLC | 0.02% | Reduce -5.3% | 3,735 | $633K |
| Summitry LLC | 0.02% | Reduce -0.2% | 3,709 | $629K |
| Mutual of America Capital Management LLC | 0.01% | Add +0.1% | 3,706 | $628K |
| Praxis Investment Management Inc. | 0.04% | Reduce -25.3% | 3,617 | $613K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -24.3% | 3,599 | $610K |
| Van Eck Associates Corp. | 0.00% | Reduce -3.0% | 3,520 | $596K |
| Aquatic Capital Management LLC | 0.02% | New | 3,444 | $584K |
| Marshall & Sterling Wealth Advisors Inc. | 0.37% | No change | 3,375 | $572K |
| MML Investors Services, LLC | 0.00% | Reduce -17.0% | 3,320 | $563K |
| Lido Advisors, LLC | 0.00% | Add +32.0% | 3,144 | $533K |
| Xponance LLC | 0.00% | Add +18.4% | 3,075 | $521K |
| Fox Run Management, L.L.C. | 0.09% | New | 3,028 | $516K |
| Inspire Investing, LLC | 0.03% | Reduce -0.6% | 3,035 | $514K |
| New Age Alpha Advisors, LLC | 0.02% | Reduce -2.4% | 3,032 | $514K |
| Summit Securities Group LLC | 0.25% | New | 3,000 | $508K |
| PFG Investments, LLC | 0.02% | No change | 3,000 | $508K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +21.6% | 2,980 | $505K |
| Atria Investments, Inc | 0.01% | Add +19.6% | 2,963 | $502K |
| Aster Capital Management (DIFC) Ltd | 0.16% | New | 2,955 | $491K |
| Zacks Investment Management | 0.00% | New | 2,877 | $488K |
| Virtu Financial LLC | 0.02% | New | 2,845 | $482K |
| Portside Wealth Group, LLC | 0.06% | Add +7.0% | 2,754 | $467K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 2,667 | $452K |
| HSBC Holdings PLC | 0.00% | Reduce -83.5% | 2,576 | $438K |
| Yorktown Management & Research Co Inc | 0.35% | Add +72.4% | 2,500 | $424K |
| LCM Capital Management Inc | 0.21% | Add +1.9% | 2,456 | $416K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.8% | 2,441 | $414K |
| Trust Point Inc. | 0.04% | Reduce -5.2% | 2,420 | $410K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,414 | $409K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -3.3% | 2,401 | $407K |
| Nitor Capital Management LLC | 0.31% | No change | 2,400 | $407K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +174.0% | 2,378 | $403K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.9% | 2,339 | $396K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.4% | 2,286 | $387K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,240 | $380K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +26.7% | 2,218 | $376K |
| Net Worth Advisory Group | 0.08% | Add +3.4% | 2,190 | $371K |
| Tokio Marine Asset Management Co. Ltd. | 0.01% | Add +4.1% | 2,186 | $370K |
| Fiduciary Trust Co | 0.00% | No change | 2,185 | $370K |
| IMC-Chicago, LLC | 0.01% | New | 2,178 | $369K |
| Brown Advisory Inc. | 0.00% | Add +1.4% | 2,119 | $359K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +6.0% | 2,071 | $351K |
| Swiss Life Asset Management Ltd | 0.00% | Add +38.8% | 2,056 | $348K |
| Occudo Quantitative Strategies LP | 0.02% | No change | 2,143 | $346K |
| Magnetar Financial LLC | 0.00% | Reduce -18.3% | 2,020 | $342K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +23.3% | 1,951 | $331K |
| Focus Partners Wealth | 0.00% | Add +43.4% | 1,900 | $322K |
| Portfolio Strategies, Inc. | 0.04% | No change | 1,885 | $319K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,876 | $318K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -39.2% | 1,869 | $317K |
| CIBC Asset Management Inc | 0.00% | Reduce -1.8% | 1,864 | $316K |
| Evergreen Capital Management LLC | 0.01% | Add +3.7% | 1,862 | $316K |
| DRW Securities, LLC | 0.02% | New | 1,852 | $314K |
| Mackenzie Financial Corp. | 0.00% | Reduce -48.1% | 1,851 | $314K |
| Marco Investment Management LLC | 0.02% | Add +14.8% | 1,780 | $302K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 1,776 | $301K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.3% | 1,764 | $299K |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.02% | No change | 1,756 | $298K |
| Truist Financial Corp. | 0.00% | Add +22.7% | 1,733 | $294K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -17.2% | 1,724 | $292K |
| Aviva PLC | 0.00% | Reduce -18.3% | 1,722 | $292K |
| DNB Asset Management AS | 0.00% | New | 1,670 | $283K |
| Compound Planning, Inc. | 0.01% | Reduce -4.4% | 1,642 | $278K |
| Vident Advisory, LLC | 0.00% | Reduce -6.0% | 1,623 | $275K |
| iSAM Funds (UK) Ltd | 0.14% | Reduce -44.9% | 1,615 | $274K |
| Bard Associates Inc. | 0.07% | No change | 1,600 | $271K |
| Allworth Financial LP | 0.00% | Add +0.4% | 1,590 | $269K |
| Hilltop National Bank | 0.06% | Add +38.7% | 1,569 | $266K |
| Profund Advisors LLC | 0.01% | Reduce -37.6% | 1,550 | $263K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -1.9% | 1,526 | $258K |
| nVerses Capital, LLC | 0.23% | New | 1,522 | $258K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.1% | 1,516 | $257K |
| Capital Advisors Inc. | 0.00% | New | 1,500 | $254K |
| Mission Wealth Management, LP | 0.01% | Reduce -0.1% | 1,497 | $254K |
| Bokf, NA | 0.00% | Add +8.4% | 1,476 | $250K |
| HM Payson & Co. | 0.00% | No change | 1,475 | $250K |
| Aristides Capital LLC | 0.08% | New | 1,441 | $244K |
| Dakota Wealth Management | 0.01% | Add +6.7% | 1,437 | $244K |
| Mirabella Financial Services LLP | 0.02% | New | 1,428 | $242K |
| Hardy Reed LLC | 0.02% | New | 1,425 | $242K |
| Associated Banc-Corp | 0.01% | New | 1,421 | $241K |
| Pacer Advisors, Inc. | 0.00% | Add +86.3% | 1,403 | $238K |
| Bill Few Associates, Inc. | 0.06% | No change | 1,400 | $237K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 1,381 | $234K |
| AlphaGrep UK Ltd | 0.07% | New | 1,370 | $232K |
| Choreo, LLC | 0.00% | Reduce -2.6% | 1,360 | $230K |
| Lazard Asset Management LLC | 0.00% | Reduce -70.6% | 1,358 | $230K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -70.6% | 1,358 | $230K |
| State of Wyoming | 0.03% | Add +438.2% | 1,324 | $224K |
| Vise Technologies, Inc. | 0.00% | No change | 1,441 | $221K |
| Old Peak Finance LLC | 0.13% | New | 1,300 | $220K |
| Caprock Group, LLC | 0.01% | New | 1,292 | $219K |
| M&T Bank Corp | 0.00% | New | 1,268 | $215K |
| Vista Finance, LLC | 0.17% | New | 1,261 | $214K |
| Curated Wealth Partners LLC | 0.03% | New | 1,255 | $213K |
| Heritage Family Offices, LLP | 0.09% | Reduce -21.1% | 1,252 | $212K |
| Heritage Investors Management Corp. | 0.01% | New | 1,250 | $212K |
| Intellectus Partners, LLC | 0.04% | New | 1,245 | $211K |
| Sage Rhino Capital LLC | 0.04% | New | 1,208 | $205K |
| Sowell Financial Services LLC | 0.01% | New | 1,197 | $203K |
| GTS Securities LLC | 0.01% | New | 1,187 | $201K |
| Norden Group LLC | 0.02% | New | 1,182 | $200K |
| Vestcor Inc | 0.01% | No change | 1,140 | $193K |
| Caitlin John, LLC | 0.10% | Reduce -39.6% | 965 | $164K |
| Farther Finance Advisors, LLC | 0.00% | Add +31.1% | 939 | $161K |
| Meeder Asset Management Inc. | 0.01% | Add +36.1% | 943 | $160K |
| KBC Group NV | 0.00% | No change | 931 | $158K |
| GAMMA Investing LLC | 0.01% | Add +23.6% | 860 | $146K |
| Kemnay Advisory Services Inc. | 0.02% | Reduce -6.0% | 813 | $138K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 743 | $127K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +5.0% | 708 | $120K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +40.3% | 703 | $119K |
| Huntington National Bank | 0.00% | Reduce -5.2% | 459 | $78K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 450 | $76K |
| Salomon & Ludwin, LLC | 0.01% | Add +111.8% | 430 | $73K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -4.4% | 387 | $66K |
| Assetmark, Inc. | 0.00% | Reduce -0.8% | 377 | $64K |
| Silicon Valley Capital Partners | 0.01% | Add +0.6% | 336 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -2.3% | 334 | $57K |
| Covestor Ltd | 0.03% | Reduce -50.4% | 287 | $49K |
| Root Financial Partners, LLC | 0.00% | Add +105.1% | 281 | $48K |
| UMB Bank, n.a. | 0.00% | Reduce -6.4% | 279 | $47K |
| Hantz Financial Services, Inc. | 0.00% | Add +50.3% | 278 | $47K |
| Federated Hermes, Inc. | 0.00% | Add +222.6% | 271 | $46K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -64.1% | 263 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.0% | 252 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 230 | $40K |
| Sterling Capital Management LLC | 0.00% | Reduce -0.5% | 213 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.1% | 213 | $36K |
| Signaturefd, LLC | 0.00% | Add +6.3% | 203 | $34K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 200 | $34K |
| Essential Partners LLC | 0.01% | Add +2.1% | 196 | $33K |
| Mather Group, Llc. | 0.00% | New | 183 | $31K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -23.1% | 160 | $27K |
| Parkside Financial Bank & Trust | 0.00% | No change | 150 | $25K |
| MAI Capital Management | 0.00% | Add +531.8% | 139 | $24K |
| Westside Investment Management, Inc. | 0.00% | No change | 131 | $22K |
| Private Trust Co. NA | 0.00% | No change | 128 | $22K |
| Crewe Advisors LLC | 0.00% | Add +42.9% | 120 | $20K |
| Blue Trust, Inc. | 0.00% | Reduce -59.0% | 110 | $19K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +122.9% | 107 | $18K |
| IFP Advisors, Inc | 0.00% | Reduce -8.8% | 104 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -20.3% | 98 | $17K |
| Whittier Trust Co. | 0.00% | New | 96 | $16K |
| Bare Financial Services, Inc | 0.00% | Add +230.4% | 76 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Add +20.6% | 76 | $13K |
| Rothschild Investment LLC | 0.00% | Add +133.3% | 70 | $12K |
| Arax Advisory Partners | 0.00% | Add +29.4% | 66 | $11K |
| Smithfield Trust Co | 0.00% | No change | 55 | $10K |
| First Horizon Corp. | 0.00% | No change | 55 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 52 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +56.3% | 50 | $8K |
| Leonteq Securities AG | 0.00% | Add +21.9% | 50 | $8K |
| Arlington Trust Co LLC | 0.00% | New | 49 | $8K |
| Park Place Capital Corp | 0.00% | No change | 42 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 41 | $7K |
| JNBA Financial Advisors | 0.00% | New | 40 | $7K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +200.0% | 39 | $7K |
| SHP Wealth Management | 0.00% | No change | 39 | $7K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $7K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 30 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 30 | $5K |
| Basepoint Wealth LLC | 0.00% | No change | 29 | $5K |
| Sound Income Strategies, LLC | 0.00% | No change | 26 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 26 | $4K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 25 | $4K |
| CVA Family Office, LLC | 0.00% | New | 25 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -36.4% | 21 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +320.0% | 21 | $4K |
| SRH Advisors, LLC | 0.00% | No change | 20 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -33.3% | 20 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.1% | 20 | $3K |
| Torren Management, LLC | 0.00% | No change | 18 | $3K |
| Rossby Financial, LCC | 0.00% | Add +88.9% | 17 | $3K |
| CENTRAL TRUST Co | 0.00% | Add +325.0% | 17 | $3K |
| JPL Wealth Management, LLC | 0.00% | New | 15 | $3K |
| Kilter Group LLC | 0.00% | Add +8.3% | 13 | $2K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 12 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +266.7% | 11 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 11 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 9 | $2K |
| MidFirst Bank | 0.00% | Reduce -99.4% | 9 | $2K |
| Montag A & Associates Inc. | 0.00% | Reduce -36.4% | 7 | $1K |
| Gilpin Wealth Management, LLC | 0.00% | Add +150.0% | 5 | $848 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $848 |
| Creative Financial Designs Inc. | 0.00% | No change | 5 | $847 |
| Harbour Investments, Inc. | 0.00% | Add +25.0% | 5 | $847 |
| Bell Investment Advisors, Inc | 0.00% | New | 3 | $509 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $509 |
| Ankerstar Wealth, LLC | 0.00% | No change | 3 | $508 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $508 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $508 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $339 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 2 | $339 |
| Sunbelt Securities, Inc. | 0.00% | New | 2 | $339 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $339 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $338 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $170 |
| DecisionPoint Financial, LLC | 0.00% | No change | 1 | $170 |
| Abound Wealth Management | 0.00% | No change | 1 | $170 |
| Hughes Financial Services, LLC | 0.00% | New | 1 | $169 |
"% of holder's portfolio" is BCPC's weight in each manager's 13F, not the share of Balchem Corp. the manager owns.