Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

BALCHEM CORP

CIK 0000009326BCPC· quarter ending 2026-06-30

Shares outstanding

31,878,021

as of 2026-07-23 · 10-Q cover page, filed 2026-07-31

Held by 13F filers

29,005,340

91.0% of shares outstanding

Holders

418

-8 vs 2026-03-31 · 47 new, 55 exited

Value

$4.9B

shares +1.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-31, as of 2026-07-23)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BCPC · NASDAQ	31,878,021	29,005,340	91.0%	418	057665200

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	057665200	COM	418	29,005,340	31,878,021	91.0%	$4.9B	4 call / 2 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 418 · 057665200)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	4,964,479	15.57%	$838.7M	+122,882 (+2.5%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	2,221,267	6.97%	$375.3M	+27,850 (+1.3%)
3	VANGUARD CAPITAL MANAGEMENT LLC	1,445,369	4.53%	$244.2M	+13,281 (+0.9%)
4	STATE STREET CORP	1,281,552	4.02%	$216.5M	+40,816 (+3.3%)
5	GEODE CAPITAL MANAGEMENT, LLC	1,122,146	3.52%	$189.6M	+74,947 (+7.2%)
6	Conestoga Capital Advisors, LLC	1,087,871	3.41%	$183.8M	-163,318 (-13.1%)
7	WASATCH ADVISORS LP	1,050,780	3.30%	$177.5M	-372,644 (-26.2%)
8	MORGAN STANLEY	834,445	2.62%	$141.0M	-22,924 (-2.7%)
9	GENEVA CAPITAL MANAGEMENT LLC	683,102	2.14%	$115.4M	-163,393 (-19.3%)
10	FIRST TRUST ADVISORS LP	617,233	1.94%	$104.3M	+163,896 (+36.2%)
11	DIMENSIONAL FUND ADVISORS LP	610,047	1.91%	$103.1M	+13,319 (+2.2%)
12	FMR LLC	560,255	1.76%	$94.7M	-38,415 (-6.4%)
13	CONGRESS ASSET MANAGEMENT CO	502,571	1.58%	$84.9M	+56,758 (+12.7%)
14	TWO SIGMA INVESTMENTS, LP	502,038	1.57%	$84.8M	+71,828 (+16.7%)
15	SCHRODER INVESTMENT MANAGEMENT GROUP	440,418	1.38%	$74.5M	+79,922 (+22.2%)
16	Nuveen, LLC	414,367	1.30%	$70.0M	+20,882 (+5.3%)
17	NORGES BANK	411,876	1.29%	$69.6M	NEW
18	NORTHERN TRUST CORP	384,172	1.21%	$64.9M	+10,188 (+2.7%)
19	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	374,613	1.18%	$63.3M	+5,150 (+1.4%)
20	JPMORGAN CHASE & CO	341,653	1.07%	$58.1M	-85,346 (-20.0%)
21	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	314,063	0.99%	$53.1M	-1,197 (-0.4%)
22	Thrivent Financial for Lutherans	289,858	0.91%	$49.0M	+217,035 (+298.0%)
23	GOLDMAN SACHS GROUP INC	272,008	0.85%	$46.0M	+103,636 (+61.6%)
24	Stephens Investment Management Group LLC	270,501	0.85%	$45.7M	+4,415 (+1.7%)
25	Clearbridge Investments, LLC	243,769	0.76%	$41.2M	-13,044 (-5.1%)
26	VANGUARD FIDUCIARY TRUST CO	229,743	0.72%	$38.8M	+3,643 (+1.6%)
27	Bank of New York Mellon Corp	223,066	0.70%	$37.7M	+1,543 (+0.7%)
28	Grantham, Mayo, Van Otterloo & Co. LLC	217,133	0.68%	$36.7M	+4,415 (+2.1%)
29	ALGERT GLOBAL LLC	208,146	0.65%	$35.2M	+20,562 (+11.0%)
30	GW&K Investment Management, LLC	207,163	0.65%	$35.0M	-3,510 (-1.7%)
31	BLAIR WILLIAM & CO/IL	197,933	0.62%	$33.4M	-5,586 (-2.7%)
32	RENAISSANCE TECHNOLOGIES LLC	193,300	0.61%	$32.7M	+16,300 (+9.2%)
33	Boston Trust Walden Corp	191,383	0.60%	$32.3M	NEW
34	MILLENNIUM MANAGEMENT LLC	184,563	0.58%	$31.2M	+67,229 (+57.3%)
35	PRINCIPAL FINANCIAL GROUP INC	181,110	0.57%	$30.6M	+518 (+0.3%)
36	SEI INVESTMENTS CO	176,679	0.55%	$29.8M	+4,150 (+2.4%)
37	Assenagon Asset Management S.A.	166,218	0.52%	$28.1M	-223 (-0.1%)
38	FIFTH THIRD BANCORP	165,153	0.52%	$27.9M	-8,287 (-4.8%)
39	BANK OF AMERICA CORP /DE/	151,505	0.48%	$25.6M	-32,358 (-17.6%)
40	ROYAL BANK OF CANADA	137,446	0.43%	$23.2M	-24,888 (-15.3%)
41	Harvey Partners, LLC	136,057	0.43%	$23.0M	+21,257 (+18.5%)
42	Empower Advisory Group, LLC	133,428	0.42%	$22.5M	+4,251 (+3.3%)
43	Tributary Capital Management, LLC	112,132	0.35%	$18.9M	-5,576 (-4.7%)
44	PRICE T ROWE ASSOCIATES INC /MD/	111,373	0.35%	$18.8M	-97,023 (-46.6%)
45	Public Sector Pension Investment Board	110,370	0.35%	$18.6M	-5,526 (-4.8%)
46	AMERIPRISE FINANCIAL INC	107,465	0.34%	$18.2M	-4,055 (-3.6%)
47	ENVESTNET ASSET MANAGEMENT INC	107,327	0.34%	$18.1M	+350 (+0.3%)
48	Invesco Ltd.	107,199	0.34%	$18.1M	-2,585 (-2.4%)
49	MARSHALL WACE, LLP	97,856	0.31%	$16.5M	+56,759 (+138.1%)
50	SEGALL BRYANT & HAMILL, LLC	88,491	0.28%	$15.0M	+22,865 (+34.8%)
51	Montanaro Asset Management Ltd	87,518	0.27%	$14.8M	-11,182 (-11.3%)
52	HRT FINANCIAL LP	86,650	0.27%	$14.6M	+38,579 (+80.3%)
53	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	85,373	0.27%	$14.4M	NEW
54	Qube Research & Technologies Ltd	81,692	0.26%	$13.8M	-53,828 (-39.7%)
55	RHUMBLINE ADVISERS	79,826	0.25%	$13.5M	-9,124 (-10.3%)
56	WELLS FARGO & COMPANY/MN	79,467	0.25%	$13.4M	+17,009 (+27.2%)
57	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	79,066	0.25%	$13.4M	-803 (-1.0%)
58	SALEM INVESTMENT COUNSELORS INC	76,345	0.24%	$12.9M	—
59	Legal & General Group Plc	76,086	0.24%	$12.9M	-1,505 (-1.9%)
60	AQR CAPITAL MANAGEMENT LLC	74,430	0.23%	$12.6M	-5,872 (-7.3%)
61	California Public Employees Retirement System	71,428	0.22%	$12.1M	-15,109 (-17.5%)
62	RAYMOND JAMES FINANCIAL INC	64,581	0.20%	$10.9M	-4,007 (-5.8%)
63	Swiss National Bank	64,200	0.20%	$10.8M	+200 (+0.3%)
64	CITADEL ADVISORS LLC	61,620	0.19%	$10.4M	+40,932 (+197.9%)
65	CONGRUENCE CAPITAL, LLC	60,567	0.19%	$10.2M	-27,091 (-30.9%)
66	UBS Group AG	58,921	0.18%	$10.0M	-28,909 (-32.9%)
67	Bahl & Gaynor LLC	57,913	0.18%	$9.8M	-4,590 (-7.3%)
68	Russell Investments Group, Ltd.	55,529	0.17%	$9.4M	+6,206 (+12.6%)
69	VICTORY CAPITAL MANAGEMENT INC	55,067	0.17%	$9.3M	-2,120 (-3.7%)
70	SANTA MONICA PARTNERS LP	51,100	0.16%	$8.6M	—
71	VOLORIDGE INVESTMENT MANAGEMENT, LLC	49,117	0.15%	$8.3M	-29,427 (-37.5%)
72	Balyasny Asset Management L.P.	47,936	0.15%	$8.1M	+9,326 (+24.2%)
73	TEACHER RETIREMENT SYSTEM OF TEXAS	46,905	0.15%	$7.9M	+990 (+2.2%)
74	OSAIC HOLDINGS, INC.	46,325	0.15%	$7.8M	-670 (-1.4%)
75	ProShare Advisors LLC	44,988	0.14%	$7.6M	+4,511 (+11.1%)
76	Vest Financial, LLC	44,471	0.14%	$7.5M	+12,419 (+38.7%)
77	ALLIANCEBERNSTEIN L.P.	44,216	0.14%	$7.5M	+2,481 (+5.9%)
78	Hillsdale Investment Management Inc.	42,400	0.13%	$7.2M	-6,700 (-13.6%)
79	Creative Planning	40,856	0.13%	$6.9M	+1,145 (+2.9%)
80	Prospera Financial Services Inc	39,166	0.12%	$6.6M	+19 (+0.0%)
81	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	36,752	0.12%	$6.2M	+674 (+1.9%)
82	Trexquant Investment LP	36,673	0.12%	$6.2M	-8,104 (-18.1%)
83	EULAV Asset Management	36,100	0.11%	$6.1M	—
84	STATE OF WISCONSIN INVESTMENT BOARD	35,997	0.11%	$6.1M	+28,254 (+364.9%)
85	DEUTSCHE BANK AG\	35,567	0.11%	$6.0M	+4,926 (+16.1%)
86	PRUDENTIAL FINANCIAL INC	33,550	0.11%	$5.7M	+451 (+1.4%)
87	BNP PARIBAS FINANCIAL MARKETS	33,395	0.10%	$5.6M	-9,130 (-21.5%)
88	VANGUARD ASSET MANAGEMENT, Ltd	30,662	0.10%	$5.2M	+851 (+2.9%)
89	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	29,499	0.09%	$5.0M	-9,051 (-23.5%)
90	Numerai GP LLC	29,100	0.09%	$4.9M	+6,987 (+31.6%)
91	TOCQUEVILLE ASSET MANAGEMENT L.P.	28,305	0.09%	$4.8M	+9,410 (+49.8%)
92	Cardinal Capital Management	26,722	0.08%	$4.5M	-50 (-0.2%)
93	FIRST NATIONAL BANK OF OMAHA	26,709	0.08%	$4.5M	-3,347 (-11.1%)
94	CANADA LIFE ASSURANCE Co	26,186	0.08%	$4.4M	-1,132 (-4.1%)
95	CITIGROUP INC	25,991	0.08%	$4.4M	+7,720 (+42.3%)
96	Point72 Asset Management, L.P.	25,803	0.08%	$4.4M	-66,820 (-72.1%)
97	Holocene Advisors, LP	23,339	0.07%	$3.9M	+8,338 (+55.6%)
98	Corient Private Wealth LP	23,246	0.07%	$3.9M	+16,841 (+262.9%)
99	Bath Savings Trust Co	21,842	0.07%	$3.7M	-3,507 (-13.8%)
100	OPPENHEIMER ASSET MANAGEMENT INC.	21,514	0.07%	$3.6M	-4,907 (-18.6%)
101	BESSEMER GROUP INC	21,444	0.07%	$3.6M	-870 (-3.9%)
102	Fiera Capital Corp	20,982	0.07%	$3.5M	-14,613 (-41.1%)
103	FRANKLIN RESOURCES INC	20,472	0.06%	$3.5M	+3,061 (+17.6%)
104	Global Alpha Capital Management Ltd.	20,214	0.06%	$3.4M	-45 (-0.2%)
105	VOYA INVESTMENT MANAGEMENT LLC	19,319	0.06%	$3.3M	-632 (-3.2%)
106	Quantinno Capital Management LP	19,265	0.06%	$3.3M	+2,299 (+13.6%)
107	MARTIN & CO INC /TN/	19,232	0.06%	$3.2M	-169 (-0.9%)
108	Brevan Howard Capital Management LP	19,151	0.06%	$3.2M	NEW
109	MetLife Investment Management, LLC	19,084	0.06%	$3.2M	+1,117 (+6.2%)
110	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	17,974	0.06%	$3.0M	+7,861 (+77.7%)
111	NATIXIS ADVISORS, LLC	17,850	0.06%	$3.0M	-119 (-0.7%)
112	Moody Aldrich Partners LLC	17,141	0.05%	$2.9M	-4,681 (-21.5%)
113	MANUFACTURERS LIFE INSURANCE COMPANY, THE	17,132	0.05%	$2.9M	+1,529 (+9.8%)
114	Freestone Grove Partners LP	17,091	0.05%	$2.9M	NEW
115	STRS OHIO	17,000	0.05%	$2.9M	+600 (+3.7%)
116	First National Advisers, LLC	16,890	0.05%	$2.9M	-1,316 (-7.2%)
117	Illinois Municipal Retirement Fund	16,540	0.05%	$2.8M	-963 (-5.5%)
118	Horizon Investments, LLC	16,516	0.05%	$2.8M	-2,427 (-12.8%)
119	B. Metzler seel. Sohn & Co. AG	16,215	0.05%	$2.7M	-3,066 (-15.9%)
120	AMERICAN CAPITAL MANAGEMENT INC	16,067	0.05%	$2.7M	-4,035 (-20.1%)
121	CAPTRUST FINANCIAL ADVISORS	15,962	0.05%	$2.7M	+2,160 (+15.6%)
122	Quadrature Capital Ltd	15,580	0.05%	$2.6M	+9,676 (+163.9%)
123	ExodusPoint Capital Management, LP	15,231	0.05%	$2.6M	-7,631 (-33.4%)
124	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	15,107	0.05%	$2.6M	-305 (-2.0%)
125	LAZARD ASSET MANAGEMENT LLC	14,750	0.05%	$2.5M	+13,392 (+986.2%)
126	Graham Capital Management, L.P.	14,542	0.05%	$2.5M	+577 (+4.1%)
127	Allianz Asset Management GmbH	14,468	0.05%	$2.4M	-218 (-1.5%)
128	Quantbot Technologies LP	14,233	0.04%	$2.4M	-2,002 (-12.3%)
129	JACOBS LEVY EQUITY MANAGEMENT, INC	14,129	0.04%	$2.4M	-843 (-5.6%)
130	Louisiana State Employees Retirement System	14,100	0.04%	$2.4M	-300 (-2.1%)
131	Jupiter Topco LLC	13,438	0.04%	$2.3M	NEW
132	Bridgewater Associates, LP	13,417	0.04%	$2.3M	-3,896 (-22.5%)
133	Pathstone Holdings, LLC	13,042	0.04%	$2.2M	-1,013 (-7.2%)
134	Cetera Investment Advisers	12,995	0.04%	$2.2M	-889 (-6.4%)
135	Schonfeld Strategic Advisors LLC	12,641	0.04%	$2.1M	+7,579 (+149.7%)
136	Vanguard Global Advisers, LLC	12,431	0.04%	$2.1M	-812 (-6.1%)
137	LPL Financial LLC	12,335	0.04%	$2.1M	-3,364 (-21.4%)
138	ALLSTATE CORP	12,266	0.04%	$2.1M	+4,380 (+55.5%)
139	Elo Mutual Pension Insurance Co	12,173	0.04%	$2.1M	NEW
140	WENDELL DAVID ASSOCIATES INC	12,090	0.04%	$2.0M	+1,200 (+11.0%)
141	State of Alaska, Department of Revenue	12,079	0.04%	$2.0M	-5,394 (-30.9%)
142	ICW Investment Advisors LLC	11,705	0.04%	$2.0M	-138 (-1.2%)
143	Edgestream Partners, L.P.	11,691	0.04%	$2.0M	NEW
144	NEW YORK STATE COMMON RETIREMENT FUND	11,581	0.04%	$2.0M	+1,300 (+12.6%)
145	Handelsbanken Fonder AB	11,451	0.04%	$1.9M	—
146	Zurcher Kantonalbank (Zurich Cantonalbank)	11,330	0.04%	$1.9M	+1,172 (+11.5%)
147	State of New Jersey Common Pension Fund D	10,889	0.03%	$1.8M	-2,619 (-19.4%)
148	COMMONWEALTH EQUITY SERVICES, LLC	10,265	0.03%	$1.7M	-17 (-0.2%)
149	JONES FINANCIAL COMPANIES LLLP	10,260	0.03%	$1.8M	+1,326 (+14.8%)
150	Jump Financial, LLC	10,179	0.03%	$1.7M	-20,544 (-66.9%)
151	State of Tennessee, Department of Treasury	9,732	0.03%	$1.6M	-211 (-2.1%)
152	Police & Firemen's Retirement System of New Jersey	9,675	0.03%	$1.6M	+743 (+8.3%)
153	XTX Topco Ltd	9,455	0.03%	$1.6M	+1,506 (+18.9%)
154	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	9,213	0.03%	$1.6M	-2,961 (-24.3%)
155	FRED ALGER MANAGEMENT, LLC	9,187	0.03%	$1.6M	-53 (-0.6%)
156	D. E. Shaw & Co., Inc.	8,897	0.03%	$1.5M	-31,371 (-77.9%)
157	ARIZONA STATE RETIREMENT SYSTEM	8,837	0.03%	$1.5M	-59 (-0.7%)
158	YOUSIF CAPITAL MANAGEMENT, LLC	8,713	0.03%	$1.5M	-56 (-0.6%)
159	AMALGAMATED BANK	8,649	0.03%	$1.5M	-687 (-7.4%)
160	GLENMEDE TRUST CO NA	8,587	0.03%	$1.5M	-1,504 (-14.9%)
161	ACADIAN ASSET MANAGEMENT LLC	8,315	0.03%	$1.4M	NEW
162	Junk Investment Group, LLC	8,295	0.03%	$1.4M	—
163	Vanguard Investments Australia, Ltd.	8,281	0.03%	$1.4M	—
164	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	8,179	0.03%	$1.4M	—
165	Ausbil Investment Management Ltd	7,962	0.02%	$1.3M	+2,857 (+56.0%)
166	Steward Partners Investment Advisory, LLC	7,920	0.02%	$1.3M	+5,680 (+253.6%)
167	STIFEL FINANCIAL CORP	7,890	0.02%	$1.3M	+487 (+6.6%)
168	Amundi	7,867	0.02%	$1.3M	-2,112 (-21.2%)
169	KLP KAPITALFORVALTNING AS	7,800	0.02%	$1.3M	+700 (+9.9%)
170	Diametric Capital, LP	7,700	0.02%	$1.3M	NEW
171	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	7,619	0.02%	$1.3M	-390 (-4.9%)
172	Kestra Advisory Services, LLC	7,462	0.02%	$1.3M	+4 (+0.1%)
173	INTECH INVESTMENT MANAGEMENT LLC	7,446	0.02%	$1.3M	-1,374 (-15.6%)
174	PNC Financial Services Group, Inc.	7,405	0.02%	$1.3M	-486 (-6.2%)
175	Focus Partners Wealth	7,381	0.02%	$1.2M	+5,481 (+288.5%)
176	AZZAD ASSET MANAGEMENT INC /ADV	7,339	0.02%	$1.2M	+122 (+1.7%)
177	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	7,329	0.02%	$1.2M	-100 (-1.3%)
178	Tidal Investments LLC	7,048	0.02%	$1.2M	+569 (+8.8%)
179	Janney Montgomery Scott LLC	6,955	0.02%	$1.2M	+116 (+1.7%)
180	Annex Advisory Services, LLC	6,806	0.02%	$1.1M	-222 (-3.2%)
181	Sagewood Asset Management LP	6,765	0.02%	$1.1M	-1,335 (-16.5%)
182	AMERICAN CENTURY COMPANIES INC	6,737	0.02%	$1.1M	+2,394 (+55.1%)
183	Jackson Creek Investment Advisors LLC	6,401	0.02%	$1.1M	-2,466 (-27.8%)
184	NISA INVESTMENT ADVISORS, LLC	6,300	0.02%	$1.1M	+1,077 (+20.6%)
185	Mariner, LLC	6,262	0.02%	$1.1M	-2,633 (-29.6%)
186	EXCHANGE TRADED CONCEPTS, LLC	6,257	0.02%	$1.1M	+106 (+1.7%)
187	QRG CAPITAL MANAGEMENT, INC.	6,222	0.02%	$1.1M	+394 (+6.8%)
188	SG Americas Securities, LLC	5,822	0.02%	$984K	-13,613 (-70.0%)
189	Entropy Technologies, LP	5,737	0.02%	$969K	NEW
190	Cerity Partners LLC	5,481	0.02%	$926K	-277 (-4.8%)
191	BROWN BROTHERS HARRIMAN & CO	5,479	0.02%	$926K	—
192	Pictet Asset Management Holding SA	5,257	0.02%	$888K	-318 (-5.7%)
193	ARGENT CAPITAL MANAGEMENT LLC	5,138	0.02%	$868K	-3,547 (-40.8%)
194	BARCLAYS PLC	5,010	0.02%	$846K	-33,741 (-87.1%)
195	Zhang Financial LLC	5,000	0.02%	$845K	—
196	US BANCORP \DE\	4,871	0.02%	$823K	-468 (-8.8%)
197	Legacy Wealth Asset Management, LLC	4,782	0.02%	$808K	-31 (-0.6%)
198	SUSQUEHANNA INTERNATIONAL GROUP, LLP	4,691	0.01%	$793K	-7,590 (-61.8%)
199	Maryland State Retirement & Pension System	4,673	0.01%	$790K	-60 (-1.3%)
200	Cambridge Investment Research Advisors, Inc.	4,606	0.01%	$778K	+2,267 (+96.9%)
201	Empowered Funds, LLC	4,379	0.01%	$740K	-18 (-0.4%)
202	NEUBERGER BERMAN GROUP LLC	4,360	0.01%	$737K	+203 (+4.9%)
203	BANK OF MONTREAL /CAN/	4,188	0.01%	$708K	+212 (+5.3%)
204	FOX RUN MANAGEMENT, L.L.C.	4,155	0.01%	$702K	+1,127 (+37.2%)
205	MERCER GLOBAL ADVISORS INC /ADV	4,115	0.01%	$695K	+226 (+5.8%)
206	SIMPLEX TRADING, LLC	4,085	0.01%	$690K	-3,944 (-49.1%)
207	COMMERCE BANK	4,047	0.01%	$684K	—
208	Parkside Financial Bank & Trust	4,027	0.01%	$680K	+3,877 (+2584.7%)
209	Inspire Investing, LLC	4,024	0.01%	$680K	+989 (+32.6%)
210	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,955	0.01%	$641K	+151 (+4.0%)
211	NICOLET BANKSHARES INC	3,953	0.01%	$660K	-1,078 (-21.4%)
212	HighTower Advisors, LLC	3,952	0.01%	$668K	-1,865 (-32.1%)
213	VAN ECK ASSOCIATES CORP	3,947	0.01%	$667K	+427 (+12.1%)
214	QUADRANT CAPITAL GROUP LLC	3,935	0.01%	$665K	—
215	MML INVESTORS SERVICES, LLC	3,838	0.01%	$649K	+518 (+15.6%)
216	CHESAPEAKE CAPITAL CORP /IL/	3,834	0.01%	$648K	-43 (-1.1%)
217	SUMMITRY LLC	3,808	0.01%	$643K	+99 (+2.7%)
218	Steigerwald, Gordon & Koch Inc.	3,760	0.01%	$635K	—
219	M&T Bank Corp	3,744	0.01%	$633K	+2,476 (+195.3%)
220	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	3,680	0.01%	$622K	-26 (-0.7%)
221	Atria Investments, Inc	3,655	0.01%	$617K	+692 (+23.4%)
222	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3,531	0.01%	$597K	-702 (-16.6%)
223	Vanguard Personalized Indexing Management, LLC	3,504	0.01%	$592K	+524 (+17.6%)
224	SageView Advisory Group, LLC	3,486	0.01%	$589K	-249 (-6.7%)
225	Lido Advisors, LLC	3,392	0.01%	$573K	+248 (+7.9%)
226	Marshall & Sterling Wealth Advisors Inc.	3,375	0.01%	$570K	—
227	Universal- Beteiligungs- und Servicegesellschaft mbH	3,236	0.01%	$547K	+1,285 (+65.9%)
228	XPONANCE LLC	3,236	0.01%	$547K	+161 (+5.2%)
229	MACKENZIE FINANCIAL CORP	3,158	0.01%	$534K	+1,307 (+70.6%)
230	Caisse de depot et placement du Quebec	3,100	0.01%	$524K	-7,000 (-69.3%)
231	IEQ CAPITAL, LLC	3,099	0.01%	$524K	-4,936 (-61.4%)
232	PFG Investments, LLC	3,000	0.01%	$507K	—
233	VIRGINIA RETIREMENT SYSTEMS ET Al	3,000	0.01%	$507K	NEW
234	Ameritas Investment Partners, Inc.	2,977	0.01%	$503K	+310 (+11.6%)
235	Squarepoint Ops LLC	2,935	0.01%	$496K	-27,737 (-90.4%)
236	Portside Wealth Group, LLC	2,916	0.01%	$493K	+162 (+5.9%)
237	ZACKS INVESTMENT MANAGEMENT	2,833	0.01%	$479K	-44 (-1.5%)
238	PDT Partners, LLC	2,698	0.01%	$456K	NEW
239	Arax Advisory Partners	2,666	0.01%	$450K	+2,600 (+3939.4%)
240	Swiss Life Asset Management Ltd	2,588	0.01%	$437K	+532 (+25.9%)
241	LCM Capital Management Inc	2,526	0.01%	$427K	+70 (+2.9%)
242	Yorktown Management & Research Co Inc	2,500	0.01%	$422K	—
243	Tower Research Capital LLC (TRC)	2,496	0.01%	$422K	+118 (+5.0%)
244	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	2,460	0.01%	$416K	-2,648 (-51.8%)
245	Foundations Investment Advisors, LLC	2,449	0.01%	$414K	+8 (+0.3%)
246	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	2,414	0.01%	$408K	—
247	Nitor Capital Management LLC	2,400	0.01%	$405K	—
248	Headlands Technologies LLC	2,366	0.01%	$400K	NEW
249	OCCUDO QUANTITATIVE STRATEGIES LP	2,342	0.01%	$396K	+199 (+9.3%)
250	Crossmark Global Holdings, Inc.	2,315	0.01%	$391K	-86 (-3.6%)

Exited since 2026-03-31 (55 filers; largest 25 shown)

SummitTX Capital, L.P.	−23,204
TUDOR INVESTMENT CORP ET AL	−22,510
WINTON GROUP Ltd	−21,836
JANUS HENDERSON GROUP PLC	−15,198
Susquehanna Portfolio Strategies, LLC	−13,623
CWM, LLC	−6,955
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	−6,467
Laurus Global Equity Management Inc.	−6,310
Y-Intercept (Hong Kong) Ltd	−5,922
Fieldview Capital Management, LLC	−5,903
Voleon Capital Management LP	−5,410
MOSELEY INVESTMENT MANAGEMENT INC	−5,374
Gibbs Wealth Management	−5,255
Verition Fund Management LLC	−4,874
PRAXIS INVESTMENT MANAGEMENT INC	−3,617
CAPSTONE INVESTMENT ADVISORS, LLC	−3,599
Aster Capital Management (DIFC) Ltd	−2,955
Virtu Financial LLC	−2,845
TRUST POINT INC.	−2,420
Vestmark Advisory Solutions, Inc.	−2,071
Magnetar Financial LLC	−2,020
DRW Securities, LLC	−1,852
JOURNEY STRATEGIC WEALTH LLC	−1,764
Financiere des Professionnels - Fonds d'investissement inc.	−1,756
DNB Asset Management AS	−1,670

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vanguard Capital Management	SCHEDULE 13G	2026-04-29	2026-03-31	1,680,971	5.24%
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-28	2026-03-31	2,221,969	6.93%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%
BlackRock, Inc.	SCHEDULE 13G/A	2025-07-18	2025-06-30	4,688,457	14.4%
APG Asset Management, N.V.	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,201,674	3.7%
APG Asset Management US Inc.	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,201,674	3.7%
APG Group	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,201,674	3.7%
Stichting Pensioenfonds ABP	SCHEDULE 13G/A	2025-05-14	2025-03-31	1,201,674	3.7%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.