Titelia

Fund shareholders of Balchem Corp

ISIN US0576652004 · United States · LEI 549300VR70OPMHUI3557

Fund shareholders
371
Of which ETFs
93 278 other funds
Value held
2.6B $ 5.7M € · 19.6M SEK
Share of capital
48.0 % of 31.9M shares on Jul 23, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,944,931329.6M $0.36 %6.10 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,014,265171.9M $0.01 %3.18 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 797,073135.1M $0.19 %2.50 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 738,490125.2M $0.08 %2.32 %as of Mar 31, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 564,12595.6M $4.25 %1.77 %as of Mar 31, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 562,46395.3M $3.20 %1.76 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 412,76270M $0.18 %1.29 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 401,23068M $0.67 %1.26 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 361,74961.3M $0.08 %1.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 324,40652.4M $0.16 %1.02 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 300,65254.5M $0.02 %0.94 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 293,31649.7M $0.36 %0.92 %as of Mar 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 268,26645.5M $0.37 %0.84 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 245,00039.6M $2.05 %0.77 %as of Apr 30, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 213,66334.5M $3.14 %0.67 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 211,02835.8M $0.37 %0.66 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 193,75232.8M $2.16 %0.61 %as of Mar 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 181,80229.4M $0.02 %0.57 %as of Apr 30, 2026 ↗
JPMorgan Small Cap Equity Fund JPMorgan Trust I 177,41330.1M $1.05 %0.56 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 170,39227.5M $1.38 %0.53 %as of Apr 30, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 169,50727.4M $0.13 %0.53 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 167,75930.4M $0.07 %0.53 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Growth ETF iShares Trust 164,85627.9M $0.43 %0.52 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 162,74129.5M $0.19 %0.51 %as of Feb 28, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 157,38928.6M $0.14 %0.49 %as of Feb 28, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 155,50428.2M $4.10 %0.49 %as of Feb 28, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 146,24223.6M $0.12 %0.46 %as of Apr 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 129,62622M $0.29 %0.41 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 122,52020.8M $4.17 %0.38 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 121,86020.7M $0.02 %0.38 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 111,02120.1M $0.37 %0.35 %as of Feb 28, 2026 ↗
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 108,94018.5M $1.86 %0.34 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 108,62418.4M $0.18 %0.34 %as of Mar 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 104,76016.9M $0.43 %0.33 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 102,87216.6M $0.12 %0.32 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 100,79217.1M $0.43 %0.32 %as of Mar 31, 2026 ↗
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 95,78016.2M $0.40 %0.30 %as of Mar 31, 2026 ↗
VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND 93,69217M $0.36 %0.29 %as of Feb 28, 2026 ↗
Select Materials Portfolio Fidelity Select Portfolios 93,05816.9M $2.00 %0.29 %as of Feb 28, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 79,36814.4M $0.02 %0.25 %as of Feb 28, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 76,22213.8M $0.02 %0.24 %as of Feb 28, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 72,03611.6M $0.16 %0.23 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 69,57111.8M $0.29 %0.22 %as of Mar 31, 2026 ↗
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 68,28711.6M $0.09 %0.21 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 66,49611.3M $1.98 %0.21 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 60,34810.9M $0.01 %0.19 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 55,6669M $0.02 %0.17 %as of Apr 30, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 53,9879.8M $0.80 %0.17 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 53,3829M $0.19 %0.17 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 52,1308.8M $0.11 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 51,5509.4M $0.37 %0.16 %as of Feb 28, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 51,2598.3M $0.04 %0.16 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 50,1098.5M $0.35 %0.16 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 49,2008M $0.02 %0.15 %as of Apr 30, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 49,1968.3M $1.24 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 48,0658.7M $0.01 %0.15 %as of Feb 28, 2026 ↗
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 47,5907.7M $0.30 %0.15 %as of Apr 30, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 44,1007.5M $0.04 %0.14 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 43,4747.9M $0.08 %0.14 %as of Feb 28, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 42,8067.3M $0.08 %0.13 %as of Mar 31, 2026 ↗
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 42,6487.7M $1.13 %0.13 %as of Feb 28, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 42,3127.2M $0.01 %0.13 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 39,6497.2M $1.09 %0.12 %as of Feb 28, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 38,7936.3M $0.16 %0.12 %as of Apr 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 37,6566.4M $1.62 %0.12 %as of Mar 31, 2026 ↗
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 36,1006.1M $0.79 %0.11 %as of Mar 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,9455.6M $0.01 %0.11 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 34,3055.8M $0.17 %0.11 %as of Mar 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 33,8965.5M $0.43 %0.11 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 32,7435.3M $0.01 %0.10 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 30,8895M $0.60 %0.10 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 30,1025.5M $0.38 %0.09 %as of Feb 28, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 29,3365.3M $0.60 %0.09 %as of Feb 28, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 29,2095.3M $0.31 %0.09 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 27,6354.7M $0.35 %0.09 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 27,6204.7M $1.41 %0.09 %as of Mar 31, 2026 ↗
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 26,6104.3M $0.22 %0.08 %as of Apr 30, 2026 ↗
American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS 26,2004.4M $1.01 %0.08 %as of Mar 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 25,4564.1M $0.31 %0.08 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 25,0094.2M $0.11 %0.08 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 24,9724.2M $0.37 %0.08 %as of Mar 31, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 24,2614.1M $3.04 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 24,0003.9M $0.13 %0.08 %as of Apr 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 23,3033.9M $0.36 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 22,1913.6M $0.00 %0.07 %as of Apr 30, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 22,1763.8M $0.21 %0.07 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 21,6173.7M $0.35 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 21,6093.7M $0.19 %0.07 %as of Mar 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 21,3553.6M $0.39 %0.07 %as of Mar 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 21,3283.9M $0.43 %0.07 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 21,0173.4M $0.04 %0.07 %as of Apr 30, 2026 ↗
Wasatch Ultra Growth Fund WASATCH FUNDS TRUST 20,8473.5M $0.88 %0.07 %as of Mar 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 20,8073.4M $0.16 %0.07 %as of Apr 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 20,7303.5M $0.14 %0.07 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 20,6163.5M $0.52 %0.06 %as of Mar 31, 2026 ↗
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 19,8343.2M $1.75 %0.06 %as of Apr 30, 2026 ↗
Calvert Small/Mid-Cap Fund Calvert Management Series 19,6033.3M $1.71 %0.06 %as of Mar 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 19,2383.5M $0.02 %0.06 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 19,1823.5M $1.41 %0.06 %as of Feb 28, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 19,0033.1M $0.01 %0.06 %as of Apr 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 5.97 %as of Feb 28, 2026 ↗
CONESTOGA SMALL CAP FUND Conestoga Funds 4.25 %as of Mar 31, 2026 ↗
CONESTOGA SMID CAP FUND Conestoga Funds 4.17 %as of Mar 31, 2026 ↗
GMO Small Cap Quality Fund GMO TRUST 4.10 %as of Feb 28, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 3.97 %as of Feb 28, 2026 ↗
Wasatch Core Growth Fund WASATCH FUNDS TRUST 3.20 %as of Mar 31, 2026 ↗
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 3.14 %as of Apr 30, 2026 ↗
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 3.04 %as of Mar 31, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 2.30 %as of Mar 31, 2026 ↗
Calvert Small Cap Fund Calvert Impact Fund, Inc. 2.16 %as of Mar 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2362+1015,293,691+1.6 %
2026Q1352+815,047,154-1.3 %
2025Q4344-1315,246,833-0.9 %
2025Q3357-615,390,563+0.7 %
2025Q2363+3015,279,691+1.4 %
2025Q1333+715,070,600-0.7 %
2024Q4326+2615,182,314+2.1 %
2024Q3300+814,869,515-0.1 %
2024Q2292+1314,883,522+3.9 %
2024Q1279-514,318,923-1.6 %
2023Q428414,554,715

Institutional managers

413 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.4,841,597820.6M $as of Mar 31, 2026
WASATCH ADVISORS LP1,423,424241.2M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC1,251,189212.1M $as of Mar 31, 2026
STATE STREET CORP1,240,736210.3M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,047,199177.5M $as of Mar 31, 2026
MORGAN STANLEY857,369145.3M $as of Mar 31, 2026
GENEVA CAPITAL MANAGEMENT LLC846,495143.5M $as of Mar 31, 2026
FMR LLC598,670101.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP596,728101.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP453,33776.8M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO445,81375.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP430,21072.9M $as of Mar 31, 2026
JPMORGAN CHASE & CO426,99972.8M $as of Mar 31, 2026
Nuveen, LLC393,48566.7M $as of Mar 31, 2026
NORTHERN TRUST CORP373,98463.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC369,46362.6M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP360,49661.4M $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC315,26053.4M $as of Mar 31, 2026
Stephens Investment Management Group LLC266,08645.1M $as of Mar 31, 2026
Clearbridge Investments, LLC256,81343.5M $as of Mar 31, 2026
Bank of New York Mellon Corp221,52337.5M $as of Mar 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLC212,71836.1M $as of Mar 31, 2026
GW&K Investment Management, LLC210,67335.7K $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/208,39635.3K $as of Mar 31, 2026
BLAIR WILLIAM & CO/IL203,51934.5M $as of Mar 31, 2026

Declared shareholders of Balchem Corp

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 6.93 %2,221,969as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.24 %1,680,971as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Balchem Corp". https://titelia.com/en/stocks/balchem-corp-US0576652004