BALCHEM CORP BCPC
COM · Common Stock · CUSIP 057665200 · ISIN US0576652004
- SectorMaterials
- IndustryChemicals & Allied Products
- HeadquartersMontvale, NJ
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.2m this quarter). Holder counts are more reliable. Shares outstanding: 32.5m as of 2025-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $159.02. Options: 6 managers hold calls ($5.5m notional), 2 hold puts ($987.0k).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 278 |
| Q4 2022 | 292 |
| Q1 2023 | 285 |
| Q2 2023 | 282 |
| Q3 2023 | 293 |
| Q4 2023 | 292 |
| Q1 2024 | 320 |
| Q2 2024 | 334 |
| Q3 2024 | 358 |
| Q4 2024 | 359 |
| Q1 2025 | 383 |
| Q2 2025 | 397 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 133 | 124 |
| Q4 2023 | 125 | 142 |
| Q1 2024 | 149 | 131 |
| Q2 2024 | 159 | 140 |
| Q3 2024 | 170 | 135 |
| Q4 2024 | 166 | 147 |
| Q1 2025 | 189 | 152 |
| Q2 2025 | 203 | 160 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $50.7m | $1.0m | 0.02 |
| Q4 2024 | $24.0m | $766.1k | 0.03 |
| Q1 2025 | $5.6m | $1.1m | 0.20 |
| Q2 2025 | $5.5m | $987.0k | 0.18 |
Biggest buyers
| ROYAL BANK OF CANADA | Added | +201.1k |
| TWO SIGMA INVESTMENTS, LP | Added | +97.4k |
| Qube Research & Technologies Ltd | Added | +94.1k |
| ALGERT GLOBAL LLC | Added | +88.6k |
| TWO SIGMA ADVISERS, LP | Added | +88.1k |
| MORGAN STANLEY | Added | +80.1k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +73.4k |
| GENEVA CAPITAL MANAGEMENT LLC | Added | +64.7k |
| Nuveen, LLC | Added | +61.1k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +56.2k |
Biggest sellers
| APG Asset Management N.V. | Reduced | -917.3k |
| BlackRock, Inc. | Reduced | -112.4k |
| WASATCH ADVISORS LP | Reduced | -108.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -97.7k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -50.1k |
| Cutter & CO Brokerage, Inc. | Sold out | -41.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -35.2k |
| DekaBank Deutsche Girozentrale | Reduced | -32.8k |
| JPMORGAN CHASE & CO | Reduced | -28.0k |
| NORGES BANK | Reduced | -27.5k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $2.6m16.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m9.2k shares |
| GROUP ONE TRADING LLC | Unchanged | $636.8k4.0k shares |
| CITADEL ADVISORS LLC | Reduced | $509.4k3.2k shares |
| SIMPLEX TRADING, LLC | Added | $270.0k1.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $987.0k6.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-07-18 | 14.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 6.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $500.0k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 5 | $17.5m | — |
| Q2 2024 | 0 | — | 2 | $1.1m | — |
| Q3 2024 | 0 | — | 2 | $2.3m | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 4.9m $785.7m | Reduced -112.4k |
| VANGUARD GROUP INC 0.01% of their portfolio | 3.9m $620.5m | Added +47.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.2m $195.2m | Reduced -1.5k |
| Conestoga Capital Advisors, LLC 2.70% of their portfolio | 1.1m $182.7m | Reduced -19.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 981.0k $156.2m | Added +14.3k |
| WASATCH ADVISORS LP 0.80% of their portfolio | 960.1k $152.8m | Reduced -108.9k |
| GENEVA CAPITAL MANAGEMENT LLC 2.39% of their portfolio | 895.5k $142.6m | Added +64.7k |
| MORGAN STANLEY 0.01% of their portfolio | 862.6k $137.3m | Added +80.1k |
| FMR LLC 0.01% of their portfolio | 703.9k $112.1m | Added +18.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 575.4k $91.6m | Reduced -18.4k |
| NORGES BANK 0.01% of their portfolio | 469.1k $74.7m | Reduced -27.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 451.7k $71.9m | Reduced -28.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 407.5k $64.9m | Reduced -16.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 395.5k $63.0m | Reduced -3.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 382.3k $60.9m | Added +201.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 368.5k $58.7m | Reduced -1.3k |
| CONGRESS ASSET MANAGEMENT CO 0.40% of their portfolio | 362.1k $57.7m | Added +3.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.17% of their portfolio | 352.5k $56.1m | Added +56.2k |
| Nuveen, LLC 0.02% of their portfolio | 345.5k $55.0m | Added +61.1k |
| Clearbridge Investments, LLC 0.04% of their portfolio | 335.8k $53.5m | Reduced -3.6k |
| Stephens Investment Management Group LLC 0.58% of their portfolio | 275.4k $43.8m | Reduced -304 |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 254.1k $40.5m | Added +73.4k |
| Corient Private Wealth LP 0.05% of their portfolio | 250.8k $39.9m | Reduced -2.9k |
| GW&K Investment Management, LLC 0.34% of their portfolio | 239.1k $38.1m | Reduced -23.1k |
| APG Asset Management N.V. 0.10% of their portfolio | 238.5k $32.3m | Reduced -917.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 237.5k $37.8m | Added +3.7k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 236.9k $37.7m | Added +94.1k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 236.4k $37.6m | Reduced -674 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 236.0k $37.6m | Reduced -50.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 217.9k $34.7m | Added +22.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 181.4k $28.9m | Added +13.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 180.8k $28.8m | Added +16.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 171.2k $27.3m | Added +2.0k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 159.0k $25.3m | Added +97.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 149.1k $23.7m | Reduced -97.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 142.2k $22.6m | Added +5.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 136.3k $21.7m | Added +12.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 129.9k $20.7m | Added +29.0k |
| Tributary Capital Management, LLC 1.77% of their portfolio | 125.1k $19.9m | Reduced -6.8k |
| Empower Advisory Group, LLC 0.06% of their portfolio | 122.0k $19.4m | Added +2.9k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 121.0k $19.3m | Added +88.1k |
| SANTA MONICA PARTNERS LP 11.14% of their portfolio | 120.0k $19.1m | Unchanged |
| ALGERT GLOBAL LLC 0.39% of their portfolio | 117.1k $18.6m | Added +88.6k |
| Invesco Ltd. 0.00% of their portfolio | 116.6k $18.6m | Reduced -16.1k |
| Public Sector Pension Investment Board 0.08% of their portfolio | 111.2k $17.7m | Added +8.1k |
| COMERICA BANK 0.07% of their portfolio | 111.1k $17.7m | Added +168 |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 105.7k $16.8m | Added +21.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 100.8k $16.0m | Added +193 |
| SEI INVESTMENTS CO 0.02% of their portfolio | 98.4k $15.7m | Reduced -62 |
| Cubist Systematic Strategies, LLC 0.17% of their portfolio | 96.6k $15.4m | Added +45.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 95.5k $15.2m | Added +7.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 91.5k $14.6m | Added +4.0k |
| Legal & General Group Plc 0.00% of their portfolio | 91.0k $14.5m | Added +2.0k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 86.6k $13.8m | Added +20.3k |
| Allianz Asset Management GmbH 0.02% of their portfolio | 85.0k $13.5m | Added +54.2k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 84.6k $13.5m | Reduced -1.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 81.6k $13.0m | Added +17.8k |
| SALEM INVESTMENT COUNSELORS INC 0.39% of their portfolio | 76.3k $12.2m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 75.9k $12.1m | Reduced -12.8k |
| BARCLAYS PLC 0.00% of their portfolio | 75.6k $12.0m | Added +26.3k |
| Montanaro Asset Management Ltd 3.05% of their portfolio | 74.4k $11.8m | Reduced -500 |
| Edgestream Partners, L.P. 0.32% of their portfolio | 71.6k $11.4m | Added +43.0k |
| UBS Group AG 0.00% of their portfolio | 71.1k $11.3m | Added +34.2k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 69.9k $11.1m | Added +12.8k |
| SEGALL BRYANT & HAMILL, LLC 0.15% of their portfolio | 64.9k $10.3m | Added +9.6k |
| Swiss National Bank 0.01% of their portfolio | 62.1k $9.9m | Reduced -900 |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 56.8k $9.0m | Reduced -15.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 54.6k $8.7m | Reduced -1.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 53.4k $8.5m | Added +25.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio | 53.1k $8.4m | Reduced -1.4k |
| CW Advisors, LLC 0.08% of their portfolio | 49.4k $7.9m | Reduced -983 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 49.4k $7.9m | Added +2.0k |
| Bahl & Gaynor LLC 0.04% of their portfolio | 46.3k $7.4m | Added +547 |
| ProShare Advisors LLC 0.01% of their portfolio | 44.3k $7.0m | Reduced -3.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 44.2k $7.0m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 43.1k $6.9m | Added +141 |
| Watts Gwilliam & Co., LLC 1.08% of their portfolio | 42.1k $6.6m | Unchanged |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 42.0k $6.7m | Added +14.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 41.7k $6.6m | Added +15.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 39.9k $6.4m | Reduced -2.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 38.4k $6.1m | Reduced -519 |
| Trexquant Investment LP 0.07% of their portfolio | 38.2k $6.1m | Added +17.3k |
| Prospera Financial Services Inc 0.11% of their portfolio | 38.0k $6.1m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 36.9k $5.9m | New |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 35.8k $5.7m | Added +305 |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 35.7k $5.7m | Reduced -35.2k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 35.0k $5.6m | Added +131 |
| CITIGROUP INC 0.00% of their portfolio | 35.0k $5.6m | Reduced -17.8k |
| STRS OHIO 0.02% of their portfolio | 34.9k $5.6m | Added +900 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 33.7k $6.0m | Added +2.0k |
| Squarepoint Ops LLC 0.01% of their portfolio | 33.5k $5.3m | Added +8.8k |
| Hillsdale Investment Management Inc. 0.19% of their portfolio | 32.7k $5.2m | Added +8.7k |
| EULAV Asset Management 0.12% of their portfolio | 32.5k $5.2m | Unchanged |
| Verition Fund Management LLC 0.03% of their portfolio | 31.9k $5.1m | Added +9.5k |
| Bath Savings Trust Co 0.51% of their portfolio | 31.7k $5.0m | Reduced -380 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 30.3k $4.8m | Added +107 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 30.0k $4.8m | Added +23 |
| Moody Aldrich Partners LLC 0.86% of their portfolio | 27.9k $4.4m | Reduced -425 |
| FIRST NATIONAL BANK OF OMAHA 0.29% of their portfolio | 27.7k $4.4m | Added +13.6k |
| Quantbot Technologies LP 0.11% of their portfolio | 27.0k $4.3m | Added +7.7k |