Sandoz Group AG-ADRSDZNY

13F holders, Q1 2025 (March 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

33holders −1

4new positions

5sold out

$41.90avg. 13F price*

At the end of Q1 2025, 33 institutions reported holding Sandoz Group AG-ADR (SDZNY) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Ramirez Asset Management, Inc. ($3.3M), Henry James International Management Inc. ($2.1M) and Confluence Investment Management LLC ($1.1M).

Company: Sandoz Group AG-ADR
CUSIP: 799926100
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

	Institutions	Total Value
New Positions	4	$25K
Exits	5	$3K

All 13F filers, Q4 2024 → Q1 2025: 12,641 shares bought and 8,404 shares sold, net +4,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 33 holders


Ramirez Asset Management, Inc.	0.69%	Reduce -8.8%	79,106	$3.3M
Henry James International Management Inc.	0.71%	No change	49,430	$2.1M
Confluence Investment Management LLC	0.02%	Reduce -0.6%	25,451	$1.1M
Delphi Management Inc.	0.67%	Add +179.7%	15,760	$661K
Rhumbline Advisers	0.00%	Add +14.7%	14,650	$614K
Yousif Capital Management, LLC	0.00%	No change	6,698	$280K
McIntyre Freedman & Flynn Investment Advisers Inc.	0.16%	Reduce -0.2%	5,323	$223K
PNC Financial Services Group, Inc.	0.00%	Add +2.7%	1,879	$79K
1620 Investment Advisors, Inc.	0.04%	Reduce -4.8%	1,317	$55K
GAMMA Investing LLC	0.00%	Reduce -20.6%	1,227	$51K
S.A. Mason LLC	0.01%	No change	548	$23K
Paradigm Asset Management Co. LLC	0.01%	No change	485	$20K
Bristol John W & Co. Inc.	0.00%	New	455	$19K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Add +0.9%	337	$14K
United Community Bank	0.00%	No change	253	$11K
Essex Investment Management Co. LLC	0.00%	No change	203	$9K
Murphy & Mullick Capital Management Corp	0.01%	No change	127	$5K
Hantz Financial Services, Inc.	0.00%	Reduce -55.6%	119	$5K
IMA Advisory Services, Inc.	0.00%	New	64	$3K
Crowley Wealth Management, Inc.	0.00%	No change	52	$2K
Vermillion Wealth Management, Inc.	0.00%	New	47	$2K
Boyd Watterson Asset Management LLC	0.00%	No change	40	$2K
ORG Partners LLC	0.00%	No change	40	$2K
Heritage Wealth Advisors	0.00%	No change	37	$2K
Ancora Advisors LLC	0.00%	No change	24	$1K
Coston, McIsaac & Partners	0.00%	No change	30	$1K
Brooklyn Investment Group	0.00%	New	22	$922
Archer Investment Corp	0.00%	No change	17	$713
Richardson Financial Services Inc.	0.00%	No change	16	$671
Strategic Investment Solutions, Inc.	0.00%	No change	16	$671
First Horizon Advisors, Inc.	0.00%	No change	14	$586
Main Street Group, LTD	0.00%	No change	12	$504
NBT Bank, N.A.	0.00%	No change	11	$461

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