Sandoz Group AG-ADRSDZNY

13F holders, Q4 2025 (December 31)

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

30holders

3new positions

3sold out

$73.01avg. 13F price*

At the end of Q4 2025, 30 institutions reported holding Sandoz Group AG-ADR (SDZNY) in their 13F filings, unchanged from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were Ramirez Asset Management, Inc. ($7.1M), Henry James International Management Inc. ($4.6M) and Confluence Investment Management LLC ($2.1M).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	3	$492K
Exits	3	$4K

All 13F filers, Q3 2025 → Q4 2025: 19,080 shares bought and 2,843 shares sold, net +16,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders


Ramirez Asset Management, Inc.	0.94%	Add +4.0%	97,123	$7.1M
Henry James International Management Inc.	1.44%	Add +11.7%	62,702	$4.6M
Confluence Investment Management LLC	0.03%	Add +2.5%	28,687	$2.1M
Delphi Management Inc.	1.56%	Reduce -9.5%	22,069	$1.6M
Rhumbline Advisers	0.00%	Add +8.5%	15,271	$1.1M
Yousif Capital Management, LLC	0.00%	No change	5,738	$441K
Tower Bridge Advisors	0.03%	Reduce -2.5%	4,242	$310K
O'Brien Greene & Co. Inc	0.07%	New	3,333	$243K
Mengis Capital Management, Inc.	0.04%	New	2,973	$216K
PNC Financial Services Group, Inc.	0.00%	Reduce -29.6%	840	$61K
GAMMA Investing LLC	0.00%	No change	712	$52K
Paradigm Asset Management Co. LLC	0.01%	No change	485	$35K
Bristol John W & Co. Inc.	0.00%	New	455	$33K
Steigerwald, Gordon & Koch Inc.	0.00%	No change	279	$20K
Salomon & Ludwin, LLC	0.00%	No change	236	$17K
United Community Bank	0.01%	No change	223	$16K
McMillan Office, Inc.	0.00%	—	213	$16K
Essex Investment Management Co. LLC	0.00%	No change	203	$15K
Hantz Financial Services, Inc.	0.00%	No change	119	$9K
ORG Partners LLC	0.00%	Add +122.5%	89	$6K
Lanark Financial, Inc.	0.00%	Add +133.3%	70	$5K
IMA Advisory Services, Inc.	0.00%	No change	64	$5K
Heritage Wealth Advisors	0.00%	No change	47	$3K
Kelleher Financial Advisors	0.00%	No change	36	$3K
Boyd Watterson Asset Management LLC	0.00%	No change	32	$2K
Coston, McIsaac & Partners	0.00%	Add +23.3%	37	$2K
Garton & Associates Financial Advisors LLC	0.00%	—	25	$2K
Archer Investment Corp	0.00%	No change	17	$1K
NBT Bank, N.A.	0.00%	Add +21.7%	73	$801
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Add +200.0%	3	$217

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