Balchem Ownership | Who Owns Balchem?

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Balchem Ownership Summary

Balchem is owned by 90.13% institutional investors, 0.46% insiders, and 9.41% retail investors. Blackrock is the largest institutional shareholder, holding 15.21% of BCPC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in Balchem shares.

BCPC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Balchem	90.13%	0.46%	9.41%
Sector	Basic Materials Stocks	52.59%	10.36%	37.06%
Industry	Chemicals - Specialty Stocks List	63.44%	8.39%	28.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	4.90M	15.21%	$755.06M
Vanguard group	3.91M	12.13%	$602.20M
Apg asset management	3.01M	9.32%	$431.71M
Wasatch advisors lp	1.68M	5.20%	$258.19M
State street	1.22M	3.79%	$188.16M
Conestoga capital advisors	1.16M	3.58%	$177.84M
Geode capital management	900.92K	2.79%	$138.72M
Geneva capital management	767.12K	2.38%	$118.10M
Morgan stanley	703.46K	2.18%	$108.30M
Dimensional fund advisors lp	697.46K	2.16%	$107.37M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Santa monica partners lp	198.60K	20.53%	$30.57M
Montanaro asset management	148.80K	4.27%	$22.91M
Conestoga capital advisors	1.16M	2.67%	$177.84M
Geneva capital management	767.12K	2.15%	$118.10M
Tributary capital management	135.19K	1.72%	$20.81M
Laurus investment counsel	19.09K	1.66%	$4.02M
Cutter & co brokerage	42.97K	1.60%	$6.61M
Wasatch advisors lp	1.68M	1.38%	$258.19M
Moody aldrich partners	30.31K	0.91%	$4.67M
Icw investment advisors	11.63K	0.81%	$1.79M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	387.46K	0.01%	387.46K
Morgan stanley	703.46K	0.01%	168.01K
Bank of america corp /de/	131.94K	0.00%	89.89K
Geode capital management	900.92K	0.01%	54.72K
Fmr	47.64K	0.00%	41.50K

Top Sellers

Holder	Shares	% Assets	Change
Wasatch advisors lp	1.68M	1.38%	-204.71K
Bank of montreal /can/	28.03K	0.00%	-112.29K
Royce & associates lp	-	-	-58.44K
Clearbridge investments	452.34K	0.06%	-53.81K
Blackrock	4.90M	0.02%	-41.81K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	387.46K	0.01%	387.46K	$59.65M
Corebridge financial	18.76K	0.02%	18.76K	$2.89M
Edgestream partners	17.25K	0.13%	17.25K	$2.66M
Mirae asset global etfs	16.27K	0.01%	16.27K	$2.50M
Avantax advisory services	8.25K	0.01%	8.25K	$1.27M

Sold Out

Holder	Change
Avion wealth	-3.00
Jnba financial advisors	-8.00
Innealta capital	-12.00
Triad wealth partners	-15.00
Advisornet financial	-19.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	326	0.62%	29,067,515	0.88%	90	1.13%	156	2.63%	114	-1.72%
Mar 31, 2024	324	9.46%	28,815,372	-1.39%	89	1.08%	152	9.35%	116	12.62%
Dec 31, 2023	296	1.72%	29,220,290	3.43%	91	1.18%	139	2.96%	103	-0.96%
Sep 30, 2023	291	3.19%	28,252,497	-1.53%	87	1.10%	135	10.66%	104	2.97%
Jun 30, 2023	282	-	28,690,979	-0.13%	89	1.11%	122	-12.23%	101	14.77%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.07M	6.36%	1.79K
Vanguard Total Stock Mkt Idx Inv	1.02M	3.14%	735.00
iShares Russell 2000 ETF	831.31K	2.56%	-1.86K
Vanguard Small Cap Index	812.08K	2.50%	-7.99K
Conestoga Small Cap Investors	705.21K	2.17%	19.85K
Wasatch Core Growth	564.45K	1.74%	-127.36K
Vanguard Institutional Extnd Mkt Idx Tr	487.90K	1.50%	-7.50K
Vanguard Small Cap Growth Index Inv	447.85K	1.38%	-5.32K
Fidelity Small Cap Index	330.35K	1.02%	-8.48K
ClearBridge Small Cap Growth A	302.19K	0.93%	-38.90K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 31, 2024	van Gunsteren Job Leonard	SVP and GM, Specialty Products	Sell	$1.40M
Jul 30, 2024	Backus William A.	VP & Chief Accounting Officer	Sell	$59.55K
Jul 30, 2024	Backus William A.	VP & Chief Accounting Officer	Sell	$639.91K
Jul 30, 2024	Backus William A.	VP & Chief Accounting Officer	Sell	$160.09K
May 10, 2024	Sestrick Michael Robert	SVP & Chief Technology Officer	Sell	$297.93K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	4
2024 Q2	-	3
2024 Q1	-	19
2023 Q3	-	1
2023 Q2	-	1

BCPC Ownership FAQ

Who Owns Balchem?

Balchem shareholders are primarily institutional investors at 90.13%, followed by 0.46% insiders and 9.41% retail investors. The average institutional ownership in Balchem's industry, Chemicals - Specialty Stocks List, is 63.44%, which Balchem exceeds.

Who owns the most shares of Balchem?

Balchem’s largest shareholders are Blackrock (4.9M shares, 15.21%), Vanguard group (3.91M shares, 12.13%), and Apg asset management (3.01M shares, 9.32%). Together, they hold 36.66% 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 20.53% of its assets in 198.6K Balchem shares, valued at 30.58M$.

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 6.36% of its total shares outstanding invested in 2.07M Balchem shares.

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