Who Owns Sandoz Group AG ADR (SDZNY)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $23.2M of Sandoz Group AG ADR (SDZNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ramirez Asset Management, Inc. ($11.0M), Henry James International Management Inc. ($5.9M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.5M), DELPHI MANAGEMENT INC /MA/ ($1.5M), RHUMBLINE ADVISERS ($908,059). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ramirez Asset Management, Inc.$11.0M121,190Added
2Henry James International Management Inc.$5.9M64,767Added
3CONFLUENCE INVESTMENT MANAGEMENT LLC$2.5M27,141Trimmed
4DELPHI MANAGEMENT INC /MA/$1.5M16,081Trimmed
5RHUMBLINE ADVISERS$908,05910,034Trimmed
6FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$304,2273,362Hold
7O'Brien Greene & Co. Inc$301,6033,333Hold
8Mengis Capital Management, Inc.$262,2402,898Trimmed
9ALBERT D MASON INC$211,8372,341New
10GAMMA Investing LLC$110,2171,218Added
11MARK SHEPTOFF FINANCIAL PLANNING, LLC$69,134764New
12PNC Financial Services Group, Inc.$61,171676Trimmed
13BRISTOL JOHN W & CO INC /NY/$40,268445Hold
14PARADIGM ASSET MANAGEMENT CO LLC$29,409325Hold
15Salomon & Ludwin, LLC$20,946236Hold
16First Command Advisory Services, Inc.$20,632228Added
17McMillan Office, Inc.$19,308213Hold
18HANTZ FINANCIAL SERVICES, INC.$12,000138Hold
19COMPASS FINANCIAL MANAGEMENT LLC$11,099135New
20KELLEHER FINANCIAL ADVISORS$6,51572Added
21Vermillion Wealth Management, Inc.$4,25347New
22Heritage Wealth Advisors$4,25347New
23ESSEX INVESTMENT MANAGEMENT CO LLC$4,25347Hold
24Coston, McIsaac & Partners$3,00037Hold
25BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2,90132Hold

Source: SEC Form 13F filings · as of 2026-06-30