Sandoz Group AG-ADRSDZNY

13F holders, Q3 2025 (September 30)

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

30holders −4

4new positions

8sold out

$59.37avg. 13F price*

At the end of Q3 2025, 30 institutions reported holding Sandoz Group AG-ADR (SDZNY) in their 13F filings, down 4 from Q2 2025. 4 opened new positions and 8 sold out. The largest holders were Ramirez Asset Management, Inc. ($5.5M), Henry James International Management Inc. ($3.3M) and Confluence Investment Management LLC ($1.7M).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	4	$23K
Exits	8	$321K

All 13F filers, Q2 2025 → Q3 2025: 8,654 shares bought and 13,502 shares sold, net −4,848 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders


Ramirez Asset Management, Inc.	0.77%	Reduce -5.1%	93,399	$5.5M
Henry James International Management Inc.	1.02%	Add +13.6%	56,130	$3.3M
Confluence Investment Management LLC	0.02%	Add +4.8%	27,975	$1.7M
Delphi Management Inc.	1.35%	Reduce -0.2%	24,387	$1.5M
Rhumbline Advisers	0.00%	Reduce -3.2%	14,071	$839K
Yousif Capital Management, LLC	0.00%	Reduce -20.3%	5,738	$340K
Tower Bridge Advisors	0.03%	Reduce -2.0%	4,352	$258K
PNC Financial Services Group, Inc.	0.00%	Reduce -4.1%	1,193	$71K
GAMMA Investing LLC	0.00%	Add +1.4%	712	$42K
Paradigm Asset Management Co. LLC	0.01%	No change	485	$29K
Steigerwald, Gordon & Koch Inc.	0.00%	New	279	$17K
Salomon & Ludwin, LLC	0.00%	Add +3833.3%	236	$14K
United Community Bank	0.00%	Reduce -4.3%	223	$13K
Essex Investment Management Co. LLC	0.00%	No change	203	$12K
Hantz Financial Services, Inc.	0.00%	Reduce -6.3%	119	$7K
IMA Advisory Services, Inc.	0.00%	No change	64	$4K
Crowley Wealth Management, Inc.	0.00%	No change	52	$3K
Vermillion Wealth Management, Inc.	0.00%	New	47	$3K
Heritage Wealth Advisors	0.00%	No change	47	$3K
ORG Partners LLC	0.00%	No change	40	$2K
Kelleher Financial Advisors	0.00%	New	36	$2K
Boyd Watterson Asset Management LLC	0.00%	Reduce -20.0%	32	$2K
Lanark Financial, Inc.	0.00%	Reduce -76.9%	30	$2K
FSA Wealth Management LLC	0.00%	New	18	$1K
Archer Investment Corp	0.00%	No change	17	$1K
Coston, McIsaac & Partners	0.00%	No change	30	$1K
Main Street Group, LTD	0.00%	No change	12	$716
NBT Bank, N.A.	0.00%	Add +445.4%	60	$656
KERR FINANCIAL PLANNING Corp	0.00%	—	3	$208
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Reduce -99.7%	1	$59

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