Lonza Group AG-Unspon ADRLZAGY

13F holders, Q2 2025 (June 30)
18holders +4
4new positions
0sold out
$71.24avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Lonza Group AG-Unspon ADR (LZAGY) in their 13F filings, up 4 from Q1 2025. 4 opened new positions and 0 sold out. The largest holders were Zevin Asset Management LLC ($9.6M), Azimuth Capital Investment Management LLC ($9.6M) and Torray Investment Partners LLC ($7.2M).

Company
Lonza Group AG-Unspon ADR
CUSIP
54338V101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 11Q2 2024Q3 2024: 11Q3 2024Q4 2024: 14Q4 2024Q1 2025: 14Q1 2025Q2 2025: 18Q2 2025Q3 2025: 14Q3 2025Q4 2025: 16Q4 2025Q1 2026: 14Q1 2026Q2 2026: 13Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions4$117K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 65,265 shares bought and 15,586 shares sold, net +49,679 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders
Zevin Asset Management LLC 1.38% Add +0.3% 134,666 $9.6M
Azimuth Capital Investment Management LLC 0.36% Add +81.0% 134,645 $9.6M
Torray Investment Partners LLC 1.04% Reduce -5.6% 100,532 $7.2M
Madison Asset Management, LLC 0.02% Reduce -26.0% 27,272 $1.9M
Hantz Financial Services, Inc. 0.02% Add +10.6% 17,412 $1.2M
Rhumbline Advisers 0.00% Add +2.3% 15,514 $1.1M
Henry James International Management Inc. 0.17% No change 7,427 $530K
GAMMA Investing LLC 0.01% Add +12.5% 3,235 $231K
Manning & Napier Advisors LLC 0.00% New 1,120 $80K
Brooklyn Investment Group 0.01% Add +141.7% 858 $61K
First Horizon Advisors, Inc. 0.00% Add +28.3% 539 $38K
Accent Capital Management, LLC 0.01% No change 408 $29K
PNC Financial Services Group, Inc. 0.00% Reduce -1.9% 369 $26K
Lanark Financial, Inc. 0.00% New 372 $26K
Westside Investment Management, Inc. 0.00% New 150 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 21 $1K
Salomon & Ludwin, LLC 0.00% New 13 $913
Richardson Financial Services Inc. 0.00% No change 11 $785

"% of holder's portfolio" is LZAGY's weight in each manager's 13F, not the share of Lonza Group AG-Unspon ADR the manager owns.