13FBOX
BALCHEM CORP · 13F Institutional Holdings
Options Calculator Rankings

BALCHEM CORP

BCPC
Institutions
414
Combined AUM (Q2 2026)
$4.90B
Combined Shares (Q2 2026)
29.0M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
188 · 48 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
214 · 57 Exit · ≈
⚖️ Net
-165,858
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$4.90B
Institutions
414
New Buys
48
Adds
140
Reduces
157
Exits
57
Unchanged
69
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.01%0.01%#134$838.7M5.0M$820.6M4.8M+122,882+2.54%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.02%0.02%#119$375.3M2.2M$371.7M2.2M+27,850+1.27%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#192$244.2M1.4M$242.7M1.4M+13,281+0.93%Add
STATE STREET CORP
0.01%0.01%#173$216.5M1.3M$210.3M1.2M+40,816+3.29%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#146$189.6M1.1M$177.5M1.0M+74,947+7.16%Add
Conestoga Capital Advisors, LLC
4%4.23%#3$183.8M1.1M$212.1M1.3M-163,318-13.05%Reduce
WASATCH ADVISORS LP
1.16%1.6%#8$177.5M1.1M$241.2M1.4M-372,644-26.18%Reduce
MORGAN STANLEY
0.01%0.01%#164$141.0M834,445$136.0M906,351-71,906-7.93%Reduce
GENEVA CAPITAL MANAGEMENT LLC
2.65%3.05%#5$115.4M683,102$143.5M846,495-163,393-19.30%Reduce
FIRST TRUST ADVISORS LP
0.06%0.05%#60$104.3M617,233$76.8M453,337+163,896+36.15%Add
DIMENSIONAL FUND ADVISORS LP
0.02%0.02%#115$103.1M610,047$101.1M596,728+13,319+2.23%Add
FMR LLC
<0.01%0.01%#212$94.7M560,255$101.5M598,670-38,415-6.42%Reduce
CONGRESS ASSET MANAGEMENT CO
0.52%0.54%#14$84.9M502,571$75.6M445,813+56,758+12.73%Add
TWO SIGMA INVESTMENTS, LP
0.06%0.06%#59$84.8M502,038$72.9M430,210+71,828+16.70%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
0.05%0.05%#65$74.5M440,418$61.4M360,496+79,922+22.17%Add
Nuveen, LLC
0.02%0.02%#120$70.0M414,367$66.7M393,485+20,882+5.31%Add
NORGES BANK
0.01%0.01%#168$69.6M411,876$82.4M496,537-84,661-17.05%Reduce
NORTHERN TRUST CORP
0.01%0.01%#162$64.9M384,172$63.4M373,984+10,188+2.72%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#157$63.3M374,613$62.6M369,463+5,150+1.39%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#232$58.1M341,653$72.8M426,999-85,346-19.99%Reduce
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
0.16%0.18%#38$53.1M314,063$53.4M315,260-1,197-0.38%Reduce
THRIVENT FINANCIAL FOR LUTHERANS
0.08%0.02%#55$49.0M289,858$12.3M72,823+217,035+298.03%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#217$46.0M272,008$28.5M168,372+103,636+61.55%Add
Stephens Investment Management Group LLC
0.49%0.62%#17$45.7M270,501$45.1M266,086+4,415+1.66%Add
Clearbridge Investments, LLC
0.03%0.04%#83$41.2M243,769$43.5M256,813-13,044-5.08%Reduce
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#156$38.8M229,743$38.3M226,100+3,643+1.61%Add
Bank of New York Mellon Corp
0.01%0.01%#181$37.7M223,066$37.5M221,523+1,543+0.70%Add
Grantham, Mayo, Van Otterloo & Co. LLC
0.08%0.09%#52$36.7M217,133$36.1M212,718+4,415+2.08%Add
ALGERT GLOBAL LLC
0.42%0.48%#18$35.2M208,146$31.8M187,584+20,562+10.96%Add
GW&K Investment Management, LLC
0.27%0.31%#27$35.0M207,163$35.7M210,673-3,510-1.67%Reduce
BLAIR WILLIAM & CO/IL
0.09%0.1%#51$33.4M197,933$34.5M203,519-5,586-2.74%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.04%0.05%#74$32.7M193,300$30.0M177,000+16,300+9.21%Add
Boston Trust Walden Corp
0.25%#30$32.3M191,383$00+191,383New Buy
MILLENNIUM MANAGEMENT LLC
0.01%0.01%#143$31.2M184,563$19.9M117,334+67,229+57.30%Add
PRINCIPAL FINANCIAL GROUP INC
0.02%0.02%#124$30.6M181,110$30.6M180,592+518+0.29%Add
SEI INVESTMENTS CO
0.03%0.03%#95$29.8M176,679$29.2M172,529+4,150+2.41%Add
FIFTH THIRD BANCORP
0.05%0.05%#72$27.9M165,153$29.4M173,440-8,287-4.78%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#270$25.6M151,505$31.2M183,863-32,358-17.60%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#226$23.2M137,446$27.5M162,334-24,888-15.33%Reduce
Harvey Partners, LLC
1.57%1.55%#6$23.0M136,057$19.5M114,800+21,257+18.52%Add
Empower Advisory Group, LLC
0.05%0.06%#64$22.5M133,428$21.9M129,177+4,251+3.29%Add
Tributary Capital Management, LLC
1.56%1.94%#7$18.9M112,132$19.9M117,708-5,576-4.74%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#263$18.8M111,373$35.3M208,396-97,023-46.56%Reduce
PUBLIC SECTOR PENSION INVESTMENT BOARD
0.05%0.06%#69$18.6M110,370$19.6M115,896-5,526-4.77%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#221$18.2M107,465$18.9M111,520-4,055-3.64%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#207$18.1M107,327$18.1M106,977+350+0.33%Add
Invesco Ltd.
<0.01%<0.01%#278$18.1M107,199$18.6M109,784-2,585-2.35%Reduce
MARSHALL WACE, LLP
0.01%0.01%#131$16.5M97,856$7.0M41,097+56,759+138.11%Add
SEGALL BRYANT & HAMILL, LLC
0.18%0.16%#35$15.0M88,491$11.1M65,626+22,865+34.84%Add
Montanaro Asset Management Ltd
4.66%5%#2$14.8M87,518$16.7M98,700-11,182-11.33%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow