BCPC — BALCHEM CORP
As of Q2 2026, 39 SEC-registered investment managers reported holding BCPC (BALCHEM CORP) in their latest 13F filings, with a combined reported value of $1.98B across 11.84M shares. That is +10.4% by share count (+1.11M shares) versus the previous quarter, while reported value moved +11.2%. Ownership is concentrated: the five largest holders account for 68.1% of reported value and the top ten for 83.3%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 16 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BCPC is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.96M | $838.75M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 3.88M | $594.46M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 1.12M | $189.61M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 834.45K | $140.98M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 560.25K | $94.66M | 0.01% | Reduce |
| Two Sigma Investments history | Q2 2026 | 502.04K | $84.82M | 0.07% | Add |
| Norges Bank Investment Management history | Q2 2026 | 411.88K | $69.59M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 384.17K | $64.91M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 374.61K | $63.29M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 341.65K | $58.06M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 272.01K | $45.96M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 223.07K | $37.69M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 193.30K | $32.66M | 0.04% | Add |
| Millennium Management history | Q2 2026 | 184.56K | $31.18M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 181.11K | $30.60M | 0.01% | Hold |
| Bank of America Corp history | Q2 2026 | 151.50K | $25.60M | 0.00% | Reduce |
| PSP Investments history | Q2 2026 | 110.37K | $18.65M | 0.05% | Reduce |
| Invesco Ltd history | Q2 2026 | 107.20K | $18.11M | 0.00% | Reduce |
| Marshall Wace history | Q2 2026 | 97.86K | $16.53M | 0.01% | Add |
| Arrowstreet Capital history | Q2 2026 | 85.37K | $14.42M | 0.01% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 341.65K sh · $58.06M
- Arrowstreet Capital 85.37K sh · $14.42M
- CPP Investments 1.70K sh · $287.21K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 15.20K sh · $2.58M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.97M | 5.16M | 5.05M | 4.94M | 4.84M | 4.91M | 4.84M | 4.96M |
| Geode Capital Management | 558.50K | 603.82K | 627.44K | 647.28K | 687.11K | 628.44K | 657.46K | 684.98K | 712.34K | 748.41K | 846.21K | 900.92K | 928.90K | 938.50K | 966.63K | 980.97K | 995.83K | 1.01M | 1.05M | 1.12M |
| Morgan Stanley | 176.97K | 168.56K | 168.46K | 276.23K | 264.15K | 491.51K | 482.41K | 532.83K | 526.85K | 585.06K | 535.45K | 703.46K | 768.29K | 794.50K | 782.52K | 862.62K | 906.35K | 926.16K | 857.37K | 834.45K |
| Fidelity Management & Research (FMR) | 209.53K | 347 | 1.23K | 1.26K | 1.52K | 1.39K | 4.24K | 5.66K | 6.06K | 5.76K | 6.14K | 47.64K | 497.50K | 576.99K | 685.35K | 703.87K | 533.12K | 535.39K | 598.67K | 560.25K |
| Two Sigma Investments | — | — | 13.14K | 7.32K | — | — | — | — | — | 2.67K | 3.31K | 3.51K | 4.12K | 2.80K | 61.54K | 158.99K | 221.64K | 202.71K | 430.21K | 502.04K |
| Norges Bank Investment Management | — | — | — | — | — | 331.41K | — | — | — | 351.14K | — | 387.46K | — | 430.48K | — | 469.08K | — | 418.44K | — | 411.88K |
| Northern Trust Corp | 401.91K | 397.61K | 389.81K | 385.39K | 384.04K | 392.18K | 393.66K | 399.09K | 399.84K | 399.83K | 390.78K | 378.10K | 371.90K | 407.05K | 399.03K | 395.45K | 385.62K | 365.24K | 373.98K | 384.17K |
| Charles Schwab Investment Management | 261.72K | 264.91K | 272.88K | 271.74K | 292.45K | 299.38K | 304.08K | 309.60K | 321.32K | 331.11K | 341.53K | 354.41K | 361.97K | 370.91K | 369.74K | 368.47K | 366.80K | 365.12K | 369.46K | 374.61K |
| JPMorgan Chase & Co | 28.36K | 67.08K | 55.76K | 51.03K | 53.02K | 46.38K | 14.51K | 57.22K | 322.05K | 404.72K | 480.36K | 451.26K | 458.99K | 509.49K | 479.74K | 451.73K | 557.11K | 511.02K | — | 341.65K |
| Goldman Sachs Group | 55.71K | 70.73K | 87.85K | 91.50K | 84.36K | 84.77K | 88.16K | 108.62K | 69.86K | 67.44K | 62.25K | 81.28K | 141.98K | 160.75K | 246.88K | 149.13K | 159.72K | 209.36K | 168.37K | 272.01K |
| BNY Mellon | 363.74K | 355.33K | 341.64K | 331.90K | 336.34K | 330.09K | 322.37K | 311.85K | 301.47K | 289.46K | 274.20K | 277.48K | 241.60K | 243.63K | 237.11K | 236.43K | 225.93K | 224.78K | 221.52K | 223.07K |
| Renaissance Technologies | 196.20K | 196.20K | 259.70K | 327.30K | 279.00K | 256.60K | 217.90K | 207.80K | 216.50K | 182.10K | 171.50K | 177.10K | 180.00K | 170.90K | 180.70K | 254.10K | 241.60K | 152.10K | 177.00K | 193.30K |
| Millennium Management | 23.12K | — | 26.30K | 23.38K | 2.71K | 16.34K | 22.01K | 14.55K | 11.46K | 11.87K | 3.50K | — | 13.80K | 25.71K | 195.53K | 217.86K | 167.00K | 83.47K | 117.33K | 184.56K |
| Principal Global Investors | 227.44K | 246.54K | 237.16K | 220.03K | 205.75K | 201.35K | 196.77K | 186.23K | 176.83K | 173.74K | 172.55K | 166.36K | 159.28K | 164.91K | 169.23K | 171.18K | 170.49K | 176.25K | 180.59K | 181.11K |
| Bank of America Corp | 195.51K | 182.44K | 154.46K | 139.56K | 132.13K | 134.41K | 125.98K | 116.54K | 121.28K | 126.86K | 42.05K | 131.94K | 70.87K | 156.56K | 164.22K | 180.79K | 183.20K | 170.39K | 183.86K | 151.50K |
| PSP Investments | 65.42K | 65.95K | 60.45K | 59.45K | 58.88K | 58.46K | 56.52K | 57.20K | 39.85K | 66.91K | 66.09K | 71.31K | 68.81K | 81.01K | 103.10K | 111.21K | 126.55K | 112.05K | 115.90K | 110.37K |
| Invesco Ltd | 162.53K | 159.25K | 156.08K | 144.43K | 124.96K | 108.98K | 113.20K | 98.58K | 92.53K | 88.30K | 84.28K | 96.15K | 188.83K | 228.93K | 132.71K | 116.60K | 111.90K | 108.82K | 109.78K | 107.20K |
| Marshall Wace | — | 1.06K | — | — | — | — | — | — | 2.10K | — | — | 5.83K | — | 11.83K | 17.37K | 6.30K | 2.70K | 42.51K | 41.10K | 97.86K |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.75K | 12.75K | 23.28K | — | — | 85.37K |
| Wells Fargo & Co | 152.86K | 61.68K | 50.55K | 32.51K | 33.00K | 31.67K | 38.66K | 46.05K | 39.58K | 40.87K | 43.28K | 42.97K | 42.52K | 48.37K | 47.41K | 49.36K | 54.05K | 75.30K | 62.46K | 79.47K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details