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
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 18,8973.4M $0.01 %0.06 %as of Feb 28, 2026 ↗
Wasatch Global Opportunities Fund WASATCH FUNDS TRUST 18,4553.1M $2.30 %0.06 %as of Mar 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 18,2673M $0.12 %0.06 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,2253.1M $0.19 %0.06 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 18,1083.1M $0.01 %0.06 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 17,9142.9M $0.01 %0.06 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 17,4653M $0.12 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 16,8922.7M $0.01 %0.05 %as of Apr 30, 2026 ↗
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 16,2742.8M $0.38 %0.05 %as of Mar 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 16,1392.6M $0.31 %0.05 %as of Apr 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 15,7052.5M $0.14 %0.05 %as of Apr 30, 2026 ↗
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 15,4002.5M $0.05 %0.05 %as of Apr 30, 2026 ↗
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 15,3722.5M $1.40 %0.05 %as of Apr 30, 2026 ↗
Small Cap Index Fund Northern Funds 15,2662.6M $0.19 %0.05 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 15,2262.6M $0.01 %0.05 %as of Mar 31, 2026 ↗
GMO Alternative Allocation Fund GMO TRUST 15,1372.7M $0.34 %0.05 %as of Feb 28, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 14,6892.7M $0.11 %0.05 %as of Feb 28, 2026 ↗
AMG GW&K Small Cap Growth Fund AMG Funds IV 14,5302.3M $1.13 %0.05 %as of Apr 30, 2026 ↗
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 14,3912.4M $1.95 %0.05 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 14,2192.3M $0.16 %0.04 %as of Apr 30, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 13,3532.3M $0.34 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund VALIC Co I 13,2262.4M $0.19 %0.04 %as of Feb 28, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,2052.1M $0.11 %0.04 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 12,9602.4M $0.34 %0.04 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 12,7462.3M $0.96 %0.04 %as of Feb 28, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 12,5432.1M $0.78 %0.04 %as of Mar 31, 2026 ↗
Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST 12,5272M $0.34 %0.04 %as of Apr 30, 2026 ↗
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 12,1592M $0.31 %0.04 %as of Apr 30, 2026 ↗
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,1372M $0.38 %0.04 %as of Apr 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 12,0902M $0.74 %0.04 %as of Mar 31, 2026 ↗
VIP Materials Portfolio Variable Insurance Products Fund IV 11,6002M $2.03 %0.04 %as of Mar 31, 2026 ↗
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 11,5382M $0.57 %0.04 %as of Mar 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 11,45118.5M SEK0.07 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 11,3901.8M $0.08 %0.04 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,3861.9M $0.07 %0.04 %as of Mar 31, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 11,3421.9M $0.36 %0.04 %as of Mar 31, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 11,0601.9M $0.36 %0.03 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,9681.8M $0.02 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,8031.8M $0.10 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 10,7971.7M $0.07 %0.03 %as of Apr 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,7111.7M $0.13 %0.03 %as of Apr 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 10,7001.8M $0.02 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,3791.8M $0.18 %0.03 %as of Mar 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 10,2791.7M $0.18 %0.03 %as of Apr 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 10,1581.8M $0.04 %0.03 %as of Feb 27, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 10,1571.6M $0.01 %0.03 %as of Apr 30, 2026 ↗
Geneva SMID Cap Growth Fund Series Portfolios Trust 9,9831.8M $3.97 %0.03 %as of Feb 28, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,6081.6M $0.17 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,5511.5M $0.01 %0.03 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 9,4571.7M $0.02 %0.03 %as of Feb 28, 2026 ↗
Victory RS Select Growth Fund Victory Portfolios 9,3501.6M $2.08 %0.03 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,3131.5M $0.26 %0.03 %as of Apr 30, 2026 ↗
JNL/Mellon Materials Sector Fund JNL Series Trust 9,0641.5M $0.43 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 9,0451.5M $0.36 %0.03 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 9,0001.5M $0.03 %0.03 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,9701.4M $0.03 %0.03 %as of Apr 30, 2026 ↗
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 8,8981.5M $0.07 %0.03 %as of Mar 31, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 8,5461.4M $0.05 %0.03 %as of Mar 31, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 8,4291.4M $0.19 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 8,2491.4M $0.01 %0.03 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. 8,2431.4M $1.16 %0.03 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,2271.4M $0.02 %0.03 %as of Mar 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 8,1561.3M $0.04 %0.03 %as of Apr 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 8,0251.4M $0.26 %0.03 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 8,0031.4M $0.31 %0.03 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 7,7811.3M $0.04 %0.02 %as of Apr 30, 2026 ↗
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 7,6151.2M $0.31 %0.02 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,5761.2M $0.02 %0.02 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 7,5181.4M $0.08 %0.02 %as of Feb 28, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 7,4101.2M $0.01 %0.02 %as of Apr 30, 2026 ↗
Timothy Plan US Small Cap Core ETF Timothy Plan 7,3711.2M $0.41 %0.02 %as of Mar 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 7,1611.3M $0.01 %0.02 %as of Feb 28, 2026 ↗
Alger Small Cap Growth Portfolio ALGER PORTFOLIOS 6,9491.2M $0.90 %0.02 %as of Mar 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 6,8591.2M $0.11 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 6,4151.1M $0.03 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 6,3911.1M $0.19 %0.02 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,2801.1M $0.01 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II 6,2101.1M $5.97 %0.02 %as of Feb 28, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,972965.2K $0.01 %0.02 %as of Apr 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 5,9441M $0.18 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,9271M $0.01 %0.02 %as of Mar 31, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 5,856992.5K $0.77 %0.02 %as of Mar 31, 2026 ↗
RBC SMID Cap Growth Fund RBC Funds Trust 5,578945.4K $0.86 %0.02 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,5381M $0.45 %0.02 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,510933.8K $0.13 %0.02 %as of Mar 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,282895.2K $0.09 %0.02 %as of Mar 31, 2026 ↗
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 5,262891.8K $0.05 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,086822K $0.07 %0.02 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 5,014810.4K $0.02 %0.02 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,888886.8K $0.07 %0.02 %as of Feb 28, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 4,824875.2K $0.44 %0.02 %as of Feb 28, 2026 ↗
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,806814.5K $0.45 %0.02 %as of Mar 31, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 4,752768K $1.00 %0.01 %as of Apr 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,708797.9K $0.03 %0.01 %as of Mar 31, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 4,700759.6K $0.13 %0.01 %as of Apr 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,696795.9K $0.39 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,600779.6K $0.19 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 4,598743.1K $0.04 %0.01 %as of Apr 30, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,441752.7K $0.19 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 4,399711K $0.25 %0.01 %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