Balchem Corporation (BCPC) Ownership

164.00 ↑0.32 (0.20%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Balchem Corporation (BCPC), owning a total of 5.2 million shares. Combined, the top 34 institutional holders of BCPC own 95.59% of the company with a total of 31.1 million shares.

In the latest ownership report on March 31st 2025, the top 34 institutional holders increased their combined ownership of BCPC by 32 thousand shares. 1 institutions bought 40,890 total additional shares and increased their ownership by an average of 12.87%. However 1 institutions sold 8,489 total shares and decreased their ownership by an average of 0.72%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Balchem Corporation increased by a net total of 32,401 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Conestoga Capital Advisors, LLC	3.577%	-0.723%	1,166,395	-8,489	2025-03-31
Congress Asset Management Company, LLP	1.099%	12.874%	358,500	40,890	2025-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.830%	3.965%	5,162,263	196,865	2024-12-31
Vanguard Group Inc	12.148%	1.089%	3,961,487	42,693	2024-12-31
APG Asset Management	8.384%	335.489%	2,702,981	2,082,304	2022-12-31
Apg All Pensions Group	5.966%	-29.725%	1,945,474	-822,904	2024-12-31
Wasatch Advisors Inc.	5.921%	-3.365%	1,910,409	-66,521	2023-12-31
State Street Corp	3.911%	3.334%	1,275,380	41,154	2024-12-31
State Street Corporation	3.789%	1.369%	1,229,161	16,596	2024-03-31
Wasatch Advisors LP	3.687%	-11.273%	1,202,354	-152,764	2024-12-31
Conestoga Capital Advisors, LLC	3.577%	-0.723%	1,166,395	-8,489	2025-03-31
Geode Capital Management, LLC	2.878%	1.034%	938,504	9,600	2024-12-31
Geneva Capital Management	2.514%	5.113%	819,746	39,877	2024-12-31
Morgan Stanley - Brokerage Accounts	2.436%	3.412%	794,499	26,212	2024-12-31
Dimensional Fund Advisors, Inc.	1.938%	-1.675%	632,004	-10,765	2024-12-31
FMR Inc	1.769%	15.980%	576,994	79,499	2024-12-31
JPMorgan Chase & Co	1.562%	-44.498%	509,490	-408,482	2024-12-31
Ameriprise Financial Inc	1.326%	-2.894%	431,048	-12,846	2024-06-30
NORGES BANK	1.320%	11.101%	430,475	43,013	2024-12-31
Northern Trust Corp	1.248%	9.452%	407,054	35,152	2024-12-31
Charles Schwab Investment Management Inc	1.137%	2.470%	370,912	8,942	2024-12-31
ClearBridge Advisors, LLC	1.129%	-9.252%	368,310	-37,552	2024-12-31
Schroder Investment Management Group	1.126%	-5.794%	367,230	-22,587	2024-12-31
Congress Asset Management Company, LLP	1.099%	12.874%	358,500	40,890	2025-03-31
T. Rowe Price Associates, Inc.	1.075%	0.379%	346,329	1,309	2022-12-31
Lord, Abbett & Co LLC	1.019%	2.939%	328,503	9,380	2022-12-31
Renaissance Technologies Corp	1.019%	26.030%	327,300	67,600	2022-06-30
Santa Monica Partners LP	0.990%	0.000%	318,131	0	2022-09-30
Brown Capital Management, LLC	0.929%	-3.825%	299,381	-11,905	2023-03-31
Segall Bryant & Hamill	0.907%	-2.776%	292,416	-8,349	2023-09-30
Stephens Inv Mgmt Group LLC	0.855%	-0.897%	278,927	-2,524	2024-12-31
Bank of New York Mellon Corp	0.854%	1.196%	277,475	3,279	2024-06-30
William Blair Investment Management, LLC	0.842%	16.461%	274,545	38,806	2024-12-31
GW&K Investment Management, LLC	0.833%	-2.242%	270,809	-6,211	2024-12-31
CI Private Wealth LLC	0.788%	-0.477%	255,992	-1,227	2024-09-30
Royal Bank of Canada	0.783%	0.098%	252,553	246	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Balchem Corporation (BCPC), owning a total of 2 million shares. Combined, the top 35 mutual fund holders of BCPC own 46.90% of the company with a total of 15.3 million shares.

In the latest ownership report on March 31st 2025, the top 35 fund holders increased their combined ownership of BCPC by 27 thousand shares. 5 funds bought 27,985 total additional shares and increased their ownership by an average of 1.65%. However 7 funds sold 55,198 total shares and decreased their ownership by an average of 1.88%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Balchem Corporation decreased by a net total of -27,213 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.164%	0.057%	2,010,210	1,144	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.131%	0.306%	1,021,146	3,111	2025-03-31
iShares Russell 2000 ETF	2.596%	-0.857%	846,641	-7,315	2025-03-31
Vanguard Small Cap Index	2.490%	-2.176%	811,876	-18,060	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.530%	1.030%	499,024	5,085	2025-03-31
Vanguard Small Cap Growth Index Inv	1.396%	-2.383%	455,122	-11,112	2025-03-31
iShares S&P Small-Cap 600 Growth ETF	0.908%	0.000%	296,197	0	2025-03-31
Conestoga Small Cap Growth	0.888%	6.717%	289,617	18,229	2025-03-31
iShares Russell 2000 Growth ETF	0.878%	-0.473%	286,191	-1,360	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.864%	0.148%	281,626	416	2025-03-31
Nationwide Geneva Small Cap Gr Instl Svc	0.786%	0.000%	256,350	0	2025-03-31
ClearBridge Small Cap Growth A	0.724%	-3.751%	236,087	-9,200	2025-03-31
ClearBridge Small Cap Growth	0.724%	-1.337%	236,087	-3,200	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.686%	-2.167%	223,560	-4,951	2025-03-31
Congress Small Cap Growth Institutional	0.629%	0.000%	205,000	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.164%	0.057%	2,010,210	1,144	2025-03-31
Vanguard US Total Market Shares ETF	3.142%	0.072%	1,022,290	735	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.131%	0.306%	1,021,146	3,111	2025-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	1.462%	995,279	14,338	2023-03-31
iShares Russell 2000 ETF	2.596%	-0.857%	846,641	-7,315	2025-03-31
Vanguard Small Cap Index	2.490%	-2.176%	811,876	-18,060	2025-03-31
Conestoga Small Cap Investors	2.163%	0.000%	705,210	0	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.530%	1.030%	499,024	5,085	2025-03-31
Wasatch Core Growth	1.518%	-12.292%	495,063	-69,383	2024-12-31
Vanguard Small Cap Growth Index Inv	1.396%	-2.383%	455,122	-11,112	2025-03-31
Vanguard Extended Market Index Investor	1.383%	-0.016%	446,017	-73	2023-08-31
T. Rowe Price Integrated US SmCapGrEq	1.007%	100.000%	327,460	163,730	2024-12-31
Fidelity Small Cap Index	0.979%	-1.838%	319,238	-5,978	2025-01-31
Fidelity® Small Cap Index	0.929%	2.165%	299,460	6,345	2023-09-30
iShares S&P Small-Cap 600 Growth ETF	0.908%	0.000%	296,197	0	2025-03-31
Conestoga Small Cap Growth	0.888%	6.717%	289,617	18,229	2025-03-31
iShares Russell 2000 Growth ETF	0.878%	-0.473%	286,191	-1,360	2025-03-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.879%	-0.142%	284,962	-406	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.864%	0.148%	281,626	416	2025-03-31
Strategic Advisers Fidelity US TtlStk	0.844%	5.825%	275,326	15,156	2025-02-28
Lord Abbett Developing Growth A	0.814%	0.000%	261,520	0	2022-12-31
Nationwide Geneva Small Cap Gr Instl Svc	0.786%	0.000%	256,350	0	2025-03-31
T. Rowe Price QM US Small-Cap Gr Eq	0.769%	0.000%	247,400	0	2022-12-31
ClearBridge Small Cap Growth A	0.724%	-3.751%	236,087	-9,200	2025-03-31
ClearBridge Small Cap Growth	0.724%	-1.337%	236,087	-3,200	2025-03-31
Vanguard Tax-Managed Small Cap Adm	0.686%	-2.167%	223,560	-4,951	2025-03-31
JPM Small Cap Equity-MA	0.651%	-1.233%	211,725	-2,643	2024-12-31
JPM US Small Cap Core-Composite	0.651%	-1.233%	211,725	-2,643	2024-12-31
JPMorgan Small Cap Equity A	0.641%	-1.301%	208,970	-2,755	2025-02-28
Wasatch Ultra Growth	0.633%	-7.629%	205,211	-16,948	2024-03-31
DFA US Small Cap I	0.632%	-3.657%	205,189	-7,789	2024-06-30
Congress Small Cap Growth Institutional	0.629%	0.000%	205,000	0	2025-03-31
Columbia Small Cap Growth	0.612%	0.988%	198,648	1,944	2024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.605%	-3.437%	196,670	-7,000	2024-10-31
Vanguard Dividend Appreciation ETF	0.574%	0.420%	184,912	774	2023-10-31