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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 787 | 133.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 774 | 140.4K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Basic Materials Fund Rydex Series Funds | 699 | 118.5K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The U.S. Equity Portfolio HC Capital Trust | 695 | 117.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 693 | 117.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 669 | 113.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Indecap Guide Global Offensiv Indecap Fonder AB | 616 | 994.5K SEK | 0.92 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 605 | 109.8K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 579 | 93.6K $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 576 | 97.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 553 | 93.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 523 | 88.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 518 | 87.8K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 457 | 77.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 416 | 70.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 390 | 70.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP SMALLCAP GROWTH ProFunds | 380 | 64.4K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 371 | 60K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 355 | 64.4K $ | 0.26 % | 0.00 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 354 | 60K $ | 0.61 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 333 | 56.4K $ | 0.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 283 | 48K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 275 | 44.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 271 | 49.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 254 | 46.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 253 | 42.9K $ | 0.58 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P SmallCap 600 ESG ETF SPDR SERIES TRUST | 251 | 42.5K $ | 0.60 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Muirfield Fund Meeder Funds | 250 | 42.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 242 | 43.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 204 | 34.6K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 195 | 33K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 190 | 32.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Basic Materials Rydex Variable Trust | 188 | 31.9K $ | 0.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 179 | 30.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 179 | 28.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust RBA Deglobalization ETF First Trust Exchange-Traded Fund VI | 173 | 29.3K $ | 1.32 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 171 | 29K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 166 | 28.1K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 161 | 27.3K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 153 | 25.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 134 | 22.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 110 | 18.6K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 107 | 18.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP GROWTH PROFUND ProFunds | 103 | 16.6K $ | 0.36 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Havsfonden FCG Fonder AB | 92 | 148.5K SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 92 | 16.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 91 | 14.7K $ | 0.24 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 90 | 14.5K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 89 | 14.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 83 | 14.1K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 74 | 12.5K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 69 | 11.2K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 60 | 9.7K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 50 | 8.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 44 | 7.5K $ | 0.13 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 42 | 7.1K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 34 | 6.2K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 33 | 5.6K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 28 | 4.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 19 | 3.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 11 | 2K $ | 0.18 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 11 | 1.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 8 | 1.5K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 1.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 4 | 725.7 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| CAIXABANK SI IMPACTO 0/60 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.8M € | 0.51 % | as of Dec 31, 2025 ↗ | ||
| CAIXABANK SI IMPACTO 0/30 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.2M € | 0.25 % | as of Dec 31, 2025 ↗ | ||
| CAIXABANK SI IMPACTO 50/100 RV, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 1.1M € | 0.94 % | as of Dec 31, 2025 ↗ | ||
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 1M € | 1.08 % | as of Dec 31, 2025 ↗ | ||
| MICROBANK SI IMPACTO RENTA VARIABLE, FI CAIXABANK ASSET MANAGEMENT SGIIC, S.A. | 370.3K € | 1.49 % | as of Dec 31, 2025 ↗ | ||
| RENTA 4 GLOBAL ACCIONES, FI RENTA 4 GESTORA, S.G.I.I.C., S.A. | 265.8K € | 0.52 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 362 | +10 | 15,293,691 | +1.6 % |
| 2026Q1 | 352 | +8 | 15,047,154 | -1.3 % |
| 2025Q4 | 344 | -13 | 15,246,833 | -0.9 % |
| 2025Q3 | 357 | -6 | 15,390,563 | +0.7 % |
| 2025Q2 | 363 | +30 | 15,279,691 | +1.4 % |
| 2025Q1 | 333 | +7 | 15,070,600 | -0.7 % |
| 2024Q4 | 326 | +26 | 15,182,314 | +2.1 % |
| 2024Q3 | 300 | +8 | 14,869,515 | -0.1 % |
| 2024Q2 | 292 | +13 | 14,883,522 | +3.9 % |
| 2024Q1 | 279 | -5 | 14,318,923 | -1.6 % |
| 2023Q4 | 284 | 14,554,715 |
Institutional managers
413 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,841,597 | 820.6M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 1,423,424 | 241.2M $ | as of Mar 31, 2026 |
| Conestoga Capital Advisors, LLC | 1,251,189 | 212.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,240,736 | 210.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,047,199 | 177.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 857,369 | 145.3M $ | as of Mar 31, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | 846,495 | 143.5M $ | as of Mar 31, 2026 |
| FMR LLC | 598,670 | 101.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 596,728 | 101.1M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 453,337 | 76.8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 445,813 | 75.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 430,210 | 72.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 426,999 | 72.8M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 393,485 | 66.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 373,984 | 63.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 369,463 | 62.6M $ | as of Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 360,496 | 61.4M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 315,260 | 53.4M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 266,086 | 45.1M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 256,813 | 43.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 221,523 | 37.5M $ | as of Mar 31, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 212,718 | 36.1M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 210,673 | 35.7K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 208,396 | 35.3K $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 203,519 | 34.5M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 6.93 % | 2,221,969 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.24 % | 1,680,971 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Balchem Corp". https://titelia.com/en/stocks/balchem-corp-US0576652004