Institutional Ownership Balchem Corp (BCPC)
This table provides information about the institutional ownership of Balchem Corp (BCPC). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
25
shares
|
$4,350
0.0% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23
shares
|
$4,002
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
22
shares
|
$3,828
0.0% of portfolio
|
Q4 2022
Reduced 21.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22
shares
|
$3,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
22
shares
|
$3,828
0.0% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
20
shares
|
$3,480
0.0% of portfolio
|
Q2 2017
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
19
shares
|
$3,306
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$2,784
0.0% of portfolio
|
Q4 2024
Added 45.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
12
shares
|
$2,088
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
11
shares
|
$1,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10
shares
|
$1,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
10
shares
|
$1,740
0.0% of portfolio
|
Q4 2023
Reduced 90.2%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
9
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
9
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
8
shares
|
$1,392
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7
shares
|
$1,218
0.0% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
6
shares
|
$1,044
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5
shares
|
$870
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
5
shares
|
$870
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
2
shares
|
$348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
2
shares
|
$348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
1
shares
|
$174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$174
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
1
shares
|
$174
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|