Who owns Balchem (BCPC)
Which tracked institutional funds hold BCPC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BCPC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
68 tracked funds added or opened BCPC while 102 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BCPC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BCPC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BCPC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 383 tracked filers holding BCPC, 183 increased or opened the position and 230 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BCPC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 11
- Boston Trust Walden Corp$32M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$14M
- Brevan Howard Capital Management LP$3M
- Freestone Grove Partners LP$3M
- Jupiter Topco LLC$2M
- Elo Mutual Pension Insurance Co$2M
Full exits 34
- GW&K Investment Management, LLC$36M
- Thrivent Financial for Lutherans$12M
- SANTA MONICA PARTNERS LP$9M
- HRT FINANCIAL LP$8M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$7M
- CANADA LIFE ASSURANCE Co$5M
Largest adds
- BlackRock, Inc.$97M
- FIRST TRUST ADVISORS LP$27M
- GOLDMAN SACHS GROUP INC$17M
- SCHRODER INVESTMENT MANAGEMENT GROUP$13M
- GEODE CAPITAL MANAGEMENT, LLC$12M
- TWO SIGMA INVESTMENTS, LP$12M
Largest trims
- WASATCH ADVISORS LP$64M
- Conestoga Capital Advisors, LLC$28M
- GENEVA CAPITAL MANAGEMENT LLC$28M
- PRICE T ROWE ASSOCIATES INC /MD/$17M
- JANE STREET GROUP, LLC$16M
- JPMORGAN CHASE & CO$15M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,964,479 | $839M | 18.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,221,267 | $375M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,445,369 | $244M | 5.4% | 2026-Q2 |
| STATE STREET CORP added | 1,281,552 | $217M | 4.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,122,146 | $190M | 4.2% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 1,087,871 | $184M | 4.0% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 1,050,780 | $178M | 3.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 834,445 | $141M | 3.1% | 2026-Q2 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 683,102 | $115M | 2.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 617,233 | $104M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 610,047 | $103M | 2.3% | 2026-Q2 |
| FMR LLC trimmed | 560,255 | $95M | 2.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 502,571 | $85M | 1.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 502,038 | $85M | 1.9% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 440,418 | $75M | 1.6% | 2026-Q2 |
| Nuveen, LLC added | 414,367 | $70M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 411,876 | $70M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 384,172 | $65M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 374,613 | $63M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 341,653 | $58M | 1.3% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 314,063 | $53M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 272,008 | $46M | 1.0% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 270,501 | $46M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 243,769 | $41M | 0.9% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 229,743 | $39M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 223,066 | $38M | 0.8% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 217,133 | $37M | 0.8% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 208,146 | $35M | 0.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 197,933 | $33M | 0.7% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 193,300 | $33M | 0.7% | 2026-Q2 |
| Boston Trust Walden Corp new | 191,383 | $32M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 184,563 | $31M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 181,110 | $31M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 176,679 | $30M | 0.7% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 165,153 | $28M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 151,505 | $26M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 137,446 | $23M | 0.5% | 2026-Q2 |
| Harvey Partners, LLC added | 136,057 | $23M | 0.5% | 2026-Q2 |
| Empower Advisory Group, LLC added | 133,428 | $23M | 0.5% | 2026-Q2 |
| Tributary Capital Management, LLC trimmed | 112,132 | $19M | 0.4% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 111,373 | $19M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 110,370 | $19M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 107,465 | $18M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 107,327 | $18M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 107,199 | $18M | 0.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 97,856 | $17M | 0.4% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 88,491 | $15M | 0.3% | 2026-Q2 |
| Montanaro Asset Management Ltd trimmed | 87,518 | $15M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 85,373 | $14M | 0.3% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 83,109 | $14M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 81,692 | $14M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 79,826 | $13M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 79,467 | $13M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 79,066 | $13M | 0.3% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 76,345 | $13M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 76,086 | $13M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 74,430 | $13M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 71,428 | $12M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 64,581 | $11M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 64,200 | $11M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 61,620 | $10M | 0.2% | 2026-Q2 |
| CONGRUENCE CAPITAL, LLC trimmed | 60,567 | $10M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 58,921 | $10M | 0.2% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 57,913 | $10M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 55,529 | $9M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 55,067 | $9M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 49,117 | $8M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 47,936 | $8M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 46,905 | $8M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 46,325 | $8M | 0.2% | 2026-Q2 |
| ProShare Advisors LLC added | 44,988 | $8M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 44,471 | $8M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 44,216 | $7M | 0.2% | 2026-Q2 |
| Hillsdale Investment Management Inc. trimmed | 42,400 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 40,856 | $7M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 39,166 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 36,752 | $6M | 0.1% | 2026-Q2 |
| Trexquant Investment LP trimmed | 36,673 | $6M | 0.1% | 2026-Q2 |
| EULAV Asset Management | 36,100 | $6M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 35,997 | $6M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 35,567 | $6M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 33,550 | $6M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 33,395 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 30,662 | $5M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 29,100 | $5M | 0.1% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 28,305 | $5M | 0.1% | 2026-Q2 |
| Cardinal Capital Management trimmed | 26,722 | $5M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 26,709 | $5M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 25,991 | $4M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 25,803 | $4M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 23,339 | $4M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 23,304 | $4M | 0.1% | 2026-Q2 |
| Bath Savings Trust Co trimmed | 21,842 | $4M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 21,514 | $4M | 0.1% | 2026-Q2 |
| Fiera Capital Corp trimmed | 20,982 | $4M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 20,472 | $3M | 0.1% | 2026-Q2 |
| Global Alpha Capital Management Ltd. trimmed | 20,214 | $3M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 19,319 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 19,265 | $3M | 0.1% | 2026-Q2 |
| MARTIN & CO INC /TN/ trimmed | 19,232 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.