BCPCNasdaqChemicals & Allied ProductsFiscal year ends December 31
BALCHEM CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$170.42−0.31 (-0.18%)
Close on Oct 19, 2026
- Market cap
- $5.49B
- P/E (TTM)
- 33.5
- Dividend yield
- 0.56%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
91.0%
29M of 32M shares
Institutional holders
416
49 new, 47 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 5 sales
Net sold $2.34M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,688,457 | 14.40% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 2,221,969 | 6.93% | 13G (passive) | Mar 31, 2026 |
| APG Group | 1,993,527 | 6.10% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 1,680,971 | 5.24% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BCPC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,964,479 | 15.57% | $838.75M | +122,882 | 0.01% |
| Vanguard Portfolio Management LLC | 2,221,267 | 6.97% | $375.28M | +27,850 | 0.02% |
| Vanguard Capital Management LLC | 1,445,369 | 4.53% | $244.20M | +13,281 | 0.01% |
| State Street Corp | 1,281,552 | 4.02% | $216.52M | +40,816 | 0.01% |
| Geode Capital Management, LLC | 1,122,146 | 3.52% | $189.61M | +74,947 | 0.01% |
| Conestoga Capital Advisors, LLC | 1,087,871 | 3.41% | $183.80M | −163,318 | 4.00% |
| Wasatch Advisors LP | 1,050,780 | 3.30% | $177.53M | −372,644 | 1.16% |
| Morgan Stanley | 834,445 | 2.62% | $140.98M | −22,924 | 0.01% |
| Geneva Capital Management LLC | 683,102 | 2.14% | $115.41M | −163,393 | 2.65% |
| First Trust Advisors LP | 617,233 | 1.94% | $104.28M | +163,896 | 0.06% |
| Dimensional Fund Advisors LP | 610,047 | 1.91% | $103.07M | +13,319 | 0.02% |
| FMR LLC | 560,255 | 1.76% | $94.66M | −38,415 | 0.00% |
| Congress Asset Management Co /Ma | 502,571 | 1.58% | $84.91M | +56,758 | 0.52% |
| Two Sigma Investments, LP | 502,038 | 1.57% | $84.82M | +71,828 | 0.06% |
| Schroder Investment Management Group | 440,418 | 1.38% | $74.52M | +79,922 | 0.05% |
| Nuveen, LLC | 414,367 | 1.30% | $70.01M | +20,882 | 0.02% |
| Norges Bank | 411,876 | 1.29% | $69.59M | New | 0.01% |
| Northern Trust Corp | 384,172 | 1.21% | $64.91M | +10,188 | 0.01% |
| Charles Schwab Investment Management Inc | 374,613 | 1.18% | $63.29M | +5,150 | 0.01% |
| JPMorgan Chase & Co | 341,653 | 1.07% | $58.06M | −85,346 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 416 | 29M | 91.0% | 49 / 141 | 161 / 47 | 2M | 2M |
| Q1 2026 | 424 | 29M | 89.7% | 61 / 157 | 138 / 40 | 6M | 2M |
| Q4 2025 | 409 | 29M | 90.0% | 52 / 148 | 150 / 40 | 2M | 2M |
| Q3 2025 | 406 | 29M | 91.8% | 46 / 143 | 152 / 30 | 2M | 2M |
| Q2 2025 | 396 | 29M | 91.5% | 54 / 156 | 123 / 37 | 2M | 2M |
| Q1 2025 | 382 | 29M | 91.4% | 57 / 139 | 124 / 29 | 2M | 2M |
| Q4 2024 | 359 | 29M | 91.3% | 42 / 137 | 111 / 36 | 1M | 2M |
| Q3 2024 | 358 | 30M | 93.1% | 45 / 132 | 117 / 18 | 6M | 1M |
| Q2 2024 | 334 | 30M | 92.5% | 42 / 120 | 115 / 25 | 1M | 2M |
| Q1 2024 | 320 | 31M | 96.6% | 43 / 108 | 116 / 15 | 2M | 1M |
| Q4 2023 | 292 | 30M | 93.9% | 39 / 95 | 106 / 36 | 2M | 1M |
| Q3 2023 | 293 | 29M | 89.8% | 32 / 104 | 106 / 19 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BCPC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,935,679 | 6.07% | $327.03M | 0.29% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,018,611 | 3.20% | $172.09M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 846,327 | 2.65% | $142.99M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 737,004 | 2.31% | $124.52M | 0.07% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 565,174 | 1.77% | $95.49M | 0.84% | Jun 30, 2026 |
| Conestoga Small Cap Fund | 508,950 | 1.60% | $85.99M | 4.21% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 425,372 | 1.33% | $71.87M | 0.15% | Jun 30, 2026 |
| Wasatch Core Growth Fund | 411,133 | 1.29% | $69.46M | 2.33% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 368,410 | 1.16% | $62.24M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 357,739 | 1.12% | $59.94M | 0.18% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 294,416 | 0.92% | $49.74M | 0.29% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 285,666 | 0.90% | $48.26M | 0.31% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 274,506 | 0.86% | $43.02M | 0.02% | May 31, 2026 |
| Congress Small Cap Growth Fund | 250,000 | 0.78% | $41.89M | 2.09% | Jul 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 211,028 | 0.66% | $35.65M | 0.31% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Theodore L. Harris | Chairman, President & CEO, Director | 94,403 | 0.30% | Feb 13, 2026 |
| Ren Anthony Gonzalez | SVP and Chief R&D Officer | 7,219 | 0.02% | Sep 24, 2026 |
| Erin Leigh Gilson | Chief Accounting Officer | 2,486 | 0.01% | Apr 7, 2026 |
| Gunsteren Job Leonard van | SVP and GM, Specialty Products | 10,149 | 0.03% | Feb 13, 2026 |
| Hatsuki Miyata | EVP, CLO, & Secretary | 9,232 | 0.03% | Feb 13, 2026 |
| Frederic Boned | SVP/GM, Human Nutri. & Health | 9,419 | 0.03% | Feb 13, 2026 |
| Carl Martin Bengtsson | EVP & Chief Financial Officer | 29,012 | 0.09% | Feb 13, 2026 |
| George Graham | SVP and Chief R&D Officer | 3,220 | 0.01% | Feb 13, 2026 |
| William A. Backus | VP & Chief Accounting Officer | 7,019 | 0.02% | Feb 13, 2026 |
| Martin Luther Reid | SVP Chief Supply Chain Officer | 9,615 | 0.03% | Feb 13, 2026 |
| Michael Brent Tignor | SVP & Chief HR Officer | 12,179 | 0.04% | Feb 13, 2026 |
| Michael Robert Sestrick | SVP & Chief Technology Officer | 5,610 | 0.02% | Feb 14, 2025 |
| David B. Fischer | Director | 9,859 | 0.03% | Feb 13, 2026 |
| Matthew David Wineinger | Director | 8,012 | 0.03% | Feb 13, 2026 |
| Daniel E. Knutson | Director | 6,899 | 0.02% | Feb 13, 2026 |
| Monica Vicente | Director | 2,390 | 0.01% | Feb 13, 2026 |
| Olivier Rigaud | Director | 2,390 | 0.01% | Feb 13, 2026 |
| Kathleen B. Fish | Director | 3,429 | 0.01% | Feb 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Frederic Boned SVP/GM, Human Nutri. & Health | Feb 12, 2026 | Tax withholding | −203 | $177.49 | $36.03K | 8,978 |
| Carl Martin Bengtsson EVP & Chief Financial Officer | Feb 12, 2026 | Tax withholding | −302 | $177.49 | $53.60K | 27,926 |
| William A. Backus VP & Chief Accounting Officer | Feb 12, 2026 | Tax withholding | −70 | $177.49 | $12.42K | 6,736 |
| Theodore L. Harris Chairman, President & CEO, Director | Feb 12, 2026 | Tax withholding | −844 | $177.49 | $149.80K | 91,373 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Feb 12, 2026 | Tax withholding | −58 | $177.49 | $10.29K | 10,149 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Feb 12, 2026 | Tax withholding | −116 | $177.49 | $20.59K | 9,073 |
| Hatsuki Miyata EVP, CLO, & Secretary | Feb 12, 2026 | Tax withholding | −181 | $177.49 | $32.13K | 8,745 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 12, 2026 | Tax withholding | −165 | $177.49 | $29.29K | 10,723 |
| Olivier Rigaud Director | Feb 11, 2026 | Award | +870 | – | – | 2,390 |
| David B. Fischer Director | Feb 11, 2026 | Award | +870 | – | – | 8,859 |
| Frederic Boned SVP/GM, Human Nutri. & Health | Feb 11, 2026 | Tax withholding | −1,151 | $178.68 | $205.66K | 9,181 |
| Frederic Boned SVP/GM, Human Nutri. & Health | Feb 11, 2026 | Award | +2,247 | – | – | 10,332 |
| Frederic Boned SVP/GM, Human Nutri. & Health | Feb 11, 2026 | Award | +2,870 | – | – | 8,085 |
| Matthew David Wineinger Director | Feb 11, 2026 | Award | +870 | – | – | 8,012 |
| Carl Martin Bengtsson EVP & Chief Financial Officer | Feb 11, 2026 | Tax withholding | −2,416 | $178.68 | $431.69K | 28,228 |
| Carl Martin Bengtsson EVP & Chief Financial Officer | Feb 11, 2026 | Award | +3,610 | – | – | 25,926 |
| Carl Martin Bengtsson EVP & Chief Financial Officer | Feb 11, 2026 | Award | +4,718 | – | – | 30,644 |
| George Graham SVP and Chief R&D Officer | Feb 11, 2026 | Award | +700 | – | – | 3,200 |
| William A. Backus VP & Chief Accounting Officer | Feb 11, 2026 | Award | +490 | – | – | 6,007 |
| William A. Backus VP & Chief Accounting Officer | Feb 11, 2026 | Award | +1,664 | – | – | 7,671 |
| William A. Backus VP & Chief Accounting Officer | Feb 11, 2026 | Tax withholding | −865 | $178.68 | $154.56K | 6,806 |
| Theodore L. Harris Chairman, President & CEO, Director | Feb 11, 2026 | Award | +18,291 | – | – | 101,575 |
| Theodore L. Harris Chairman, President & CEO, Director | Feb 11, 2026 | Tax withholding | −9,358 | $178.68 | $1.67M | 92,217 |
| Theodore L. Harris Chairman, President & CEO, Director | Feb 11, 2026 | Award | +7,350 | – | – | 83,284 |
| Kathleen B. Fish Director | Feb 11, 2026 | Award | +870 | – | – | 3,429 |
| Daniel E. Knutson Director | Feb 11, 2026 | Award | +870 | – | – | 6,899 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Feb 11, 2026 | Award | +1,345 | – | – | 10,963 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Feb 11, 2026 | Tax withholding | −756 | $178.68 | $135.08K | 10,207 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Feb 11, 2026 | Award | +430 | – | – | 9,618 |
| Monica Vicente Director | Feb 11, 2026 | Award | +870 | – | – | 2,390 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Feb 11, 2026 | Award | +2,359 | – | – | 10,274 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Feb 11, 2026 | Tax withholding | −1,085 | $178.68 | $193.87K | 9,189 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Feb 11, 2026 | Award | +940 | – | – | 7,915 |
| Hatsuki Miyata EVP, CLO, & Secretary | Feb 11, 2026 | Award | +1,710 | – | – | 7,556 |
| Hatsuki Miyata EVP, CLO, & Secretary | Feb 11, 2026 | Tax withholding | −877 | $178.68 | $156.70K | 8,926 |
| Hatsuki Miyata EVP, CLO, & Secretary | Feb 11, 2026 | Award | +2,247 | – | – | 9,803 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 11, 2026 | Award | +1,929 | – | – | 11,879 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 11, 2026 | Award | +1,200 | – | – | 9,950 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 11, 2026 | Tax withholding | −991 | $178.68 | $177.07K | 10,888 |
| Carl Martin Bengtsson EVP & Chief Financial Officer | Feb 8, 2026 | Tax withholding | −863 | $173.16 | $149.44K | 22,316 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 8, 2026 | Tax withholding | −373 | $173.16 | $64.59K | 8,750 |
| Frederic Boned SVP/GM, Human Nutri. & Health | Feb 8, 2026 | Tax withholding | −430 | $173.16 | $74.46K | 5,215 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Feb 8, 2026 | Tax withholding | −416 | $173.16 | $72.03K | 6,975 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Feb 8, 2026 | Tax withholding | −258 | $173.16 | $44.68K | 9,188 |
| Theodore L. Harris Chairman, President & CEO, Director | Feb 8, 2026 | Tax withholding | −3,225 | $173.16 | $558.44K | 75,934 |
| William A. Backus VP & Chief Accounting Officer | Feb 8, 2026 | Tax withholding | −322 | $173.16 | $55.76K | 5,517 |
| Hatsuki Miyata EVP, CLO, & Secretary | Feb 8, 2026 | Tax withholding | −343 | $173.16 | $59.39K | 5,846 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Dec 4, 2025 | Sale | −1,765 | $153.80 | $271.46K | 9,446 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Dec 4, 2025 | Sale | −4,235 | $153.07 | $648.25K | 11,211 |
| Gunsteren Job Leonard van SVP and GM, Specialty Products | Dec 4, 2025 | Option exercise | +6,000 | $60.85 | $365.10K | 15,446 |
| David B. Fischer Director | Dec 3, 2025 | Sale | −6,000 | $153.91 | $923.46K | 9,989 |
| David B. Fischer Director | Dec 3, 2025 | Option exercise | +3,383 | $74.57 | $252.27K | 13,372 |
| David B. Fischer Director | Dec 3, 2025 | Option exercise | +2,617 | $84.09 | $220.06K | 15,989 |
| David B. Fischer Director | Dec 3, 2025 | Sale | −2,000 | $154.15 | $308.30K | 7,989 |
| Martin Luther Reid SVP Chief Supply Chain Officer | Nov 11, 2025 | Sale | −1,200 | $154.44 | $185.33K | 7,391 |
| Frederic Boned SVP/GM, Human Nutri. & Health | Oct 31, 2025 | Tax withholding | −1,085 | $153.39 | $166.43K | 5,645 |
| George Graham SVP and Chief R&D Officer | Oct 20, 2025 | Award | +2,500 | – | – | 2,500 |
| Hatsuki Miyata EVP, CLO, & Secretary | Jul 25, 2025 | Tax withholding | −483 | $148.82 | $71.88K | 6,189 |
| William A. Backus VP & Chief Accounting Officer | Apr 1, 2025 | Tax withholding | −383 | $167.24 | $64.05K | 5,839 |
| Michael Brent Tignor SVP & Chief HR Officer | Feb 13, 2025 | Tax withholding | −1,156 | $163.14 | $188.59K | 9,123 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| David B. Fischer Director | Dec 8, 2025 | 2,000 | $308.40K | Dec 3, 2025 | Restricted Stock Awards |
| Gunsteren Job Leonard van Officer | Dec 4, 2025 | 6,000 | $919.72K | Dec 4, 2025 | Employee Stock Option Exercise |
| David B. Fischer Director | Dec 3, 2025 | 2,000 | $308.40K | Dec 3, 2025 | Option Exercise |
| David B. Fischer Director | Dec 3, 2025 | 6,000 | $923.46K | Dec 3, 2025 | Stock Option Exercise |
| Martin Luther Reid Officer | Nov 12, 2025 | 1,200 | $185.33K | Nov 11, 2025 | Vesting of Performance Stock Unit |
| Joyce J. Lee Former Director | Nov 6, 2024 | 4,476 | $809.57K | Nov 6, 2024 | Stock Option Exercise |
| Joyce J. Lee Former Director | Nov 5, 2024 | 2,000 | $350.00K | Nov 5, 2024 | Stock Option Exercise |
| Gunsteren Job Leonard van Officer | Jul 31, 2024 | 7,750 | $1.40M | Jul 31, 2024 | Employee Stock Option Exercise |
| William A. Backus Officer | Jul 30, 2024 | 3,900 | $699.47K | Jul 30, 2024 | Employee Stock Option Exercise |
| Jonathan Harrison Griffin Former Officer | May 24, 2024 | 2,500 | $383.95K | May 24, 2024 | Employee Stock Option Exercise |
| Jonathan Harrison Griffin Former Officer | May 21, 2024 | 1,500 | $232.48K | May 21, 2024 | Employee Stock Option Exercise |
| Michael Robert Sestrick Officer | May 10, 2024 | 1,929 | $297.93K | May 10, 2024 | Vesting of Performance Stock Unit |
| David B. Fischer Director | May 8, 2024 | 5,000 | $766.40K | May 8, 2024 | Vesting Shares |
| Michael Brent Tignor Officer | Mar 8, 2024 | 5,339 | $840.99K | Mar 8, 2024 | Vesting of Restricted Stock Units |
| Matthew David Wineinger Director | Mar 4, 2024 | 1,333 | $209.13K | Mar 4, 2024 | Vesting of Restricted Stock Units |