Balchem Ownership | Who Owns Balchem?


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Balchem Ownership Summary


Balchem is owned by 88.76% institutional investors, 0.46% insiders, and 10.78% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 15.95% of BCPC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.43% of its assets in Balchem shares.

BCPC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBalchem88.76%0.46%10.78%
SectorBasic Materials Stocks 53.61%10.31%36.08%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de5.16M15.95%$841.42M
Blackrock4.90M15.21%$755.06M
Vanguard group3.96M12.24%$645.70M
Apg asset management3.01M9.32%$431.71M
Wasatch advisors lp1.68M5.20%$258.19M
State street1.22M3.79%$188.16M
Conestoga capital advisors1.17M3.63%$191.50M
Geode capital management900.92K2.79%$138.72M
Geneva capital management819.75K2.53%$133.61M
Morgan stanley703.46K2.18%$108.30M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Santa monica partners lp198.60K17.48%$32.37M
Montanaro asset management107.50K3.62%$17.52M
Conestoga capital advisors1.17M2.54%$191.50M
Geneva capital management819.75K2.32%$133.61M
Tributary capital management136.25K1.72%$22.21M
Cutter & co brokerage42.07K1.67%$6.86M
Laurus investment counsel19.09K1.60%$3.11M
Wasatch advisors lp1.68M1.38%$258.19M
Watts gwilliam35.07K1.15%$5.44M
Moody aldrich partners28.74K0.87%$4.68M

Top Buyers

HolderShares% AssetsChange
Norges bank387.46K0.01%387.46K
Blackrock funding, inc. /de5.16M0.02%196.87K
Morgan stanley703.46K0.01%168.01K
Proficio capital partners144.96K0.01%144.96K
Bank of america corp /de/131.94K0.00%89.89K

Top Sellers

HolderShares% AssetsChange
Wasatch advisors lp1.68M1.38%-204.71K
Bank of montreal /can/28.03K0.00%-112.29K
Assenagon asset management14.96K0.00%-88.05K
Royce & associates lp---58.44K
Clearbridge investments452.34K0.06%-53.81K

New Positions

HolderShares% AssetsChangeValue
Norges bank387.46K0.01%387.46K$59.65M
Proficio capital partners144.96K0.01%144.96K$144.96K
Raymond james financial81.96K0.01%81.96K$13.36M
Mirae asset global etfs16.27K0.01%16.27K$2.50M
Verition fund management6.45K0.01%6.45K$992.98K

Sold Out

HolderChange
Claris advisors, llc / mo /-2.00
Avion wealth-3.00
Mendota financial group-3.00
Jnba financial advisors-8.00
Innealta capital-12.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20243566.91%28,734,187-1.19%881.10%1706.92%1182.61%
Jun 30, 20243260.62%29,067,5150.88%901.13%1562.63%114-1.72%
Mar 31, 20243249.46%28,815,372-1.39%891.08%1529.35%11612.62%
Dec 31, 20232961.72%29,220,2903.43%911.18%1392.96%103-0.96%
Sep 30, 20232913.19%28,252,497-1.53%871.10%13510.66%1042.97%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF2.09M6.43%1.57K
Vanguard Total Stock Mkt Idx Inv1.02M3.12%1.06K
iShares Russell 2000 ETF869.84K2.68%-6.60K
Vanguard Small Cap Index827.79K2.55%9.31K
Conestoga Small Cap Investors705.21K2.17%-
Wasatch Core Growth495.06K1.52%-69.38K
Vanguard Institutional Extnd Mkt Idx Tr491.55K1.51%5.36K
Vanguard Small Cap Growth Index Inv469.82K1.45%19.47K
Fidelity Small Cap Index327.51K1.01%-2.25K
T. Rowe Price Integrated US SmCapGrEq327.46K1.01%163.73K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 31, 2024van Gunsteren Job Leonard SVP and GM, Specialty ProductsSell$1.40M
Jul 30, 2024Backus William A. VP & Chief Accounting OfficerSell$59.55K
Jul 30, 2024Backus William A. VP & Chief Accounting OfficerSell$639.91K
Jul 30, 2024Backus William A. VP & Chief Accounting OfficerSell$160.09K
May 10, 2024Sestrick Michael Robert SVP & Chief Technology OfficerSell$297.93K

Insider Transactions Trends


DateBuySell
2024 Q3-4
2024 Q2-3
2024 Q1-19
2023 Q3-1
2023 Q2-1

BCPC Ownership FAQ


Who owns the most shares of Balchem?

Balchem’s largest shareholders are Blackrock funding, inc. /de (5.16M shares, 15.95%), Blackrock (4.9M shares, 15.21%), and Vanguard group (3.96M shares, 12.24%). Together, they hold 43.39% of Balchem’s total shares outstanding.

Does Blackrock own Balchem?

Yes, BlackRock owns 15.21% of Balchem, totaling 4.9M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 755.06M$. In the last quarter, BlackRock decreased its holdings by -41.812K shares, a -0.85% change.

Who is Balchem’s biggest shareholder by percentage of total assets invested?

Santa monica partners lp is Balchem’s biggest shareholder by percentage of total assets invested, with 17.48% of its assets in 198.6K Balchem shares, valued at 32.37M$.

Who is the top mutual fund holder of Balchem shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Balchem shares, with 6.43% of its total shares outstanding invested in 2.09M Balchem shares.

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