Sandoz Group AG-ADRSDZNY

13F holders, Q1 2026 (March 31)

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

32holders +2

8new positions

5sold out

$77.35avg. 13F price*

At the end of Q1 2026, 32 institutions reported holding Sandoz Group AG-ADR (SDZNY) in their 13F filings, up 2 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Ramirez Asset Management, Inc. ($8.4M), Henry James International Management Inc. ($4.8M) and Confluence Investment Management LLC ($2.2M).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

	Institutions	Total Value
New Positions	8	$1.7M
Exits	5	$352K

All 13F filers, Q4 2025 → Q1 2026: 33,182 shares bought and 12,755 shares sold, net +20,427 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 32 holders


Ramirez Asset Management, Inc.	1.01%	Add +12.3%	109,038	$8.4M
Henry James International Management Inc.	1.74%	No change	62,702	$4.8M
Confluence Investment Management LLC	0.03%	Reduce -0.7%	28,479	$2.2M
Delphi Management Inc.	1.51%	Reduce -26.9%	16,138	$1.3M
Rhumbline Advisers	0.00%	Reduce -8.8%	13,926	$1.1M
Matthew Goff Investment Advisor, LLC	0.18%	New	13,712	$1.1M
Yousif Capital Management, LLC	0.01%	No change	5,738	$441K
Ferguson Wellman Capital Management, Inc.	0.00%	New	3,362	$263K
O'Brien Greene & Co. Inc	0.07%	No change	3,333	$261K
Lester Murray Antman dba SimplyRich	0.06%	New	3,208	$250K
Mengis Capital Management, Inc.	0.04%	Reduce -1.9%	2,918	$228K
PNC Financial Services Group, Inc.	0.00%	Reduce -0.5%	836	$65K
Hanson & Doremus Investment Management	0.01%	New	780	$61K
GAMMA Investing LLC	0.00%	Reduce -0.1%	711	$56K
Bristol John W & Co. Inc.	0.00%	Reduce -2.2%	445	$35K
Paradigm Asset Management Co. LLC	0.01%	Reduce -33.0%	325	$25K
Salomon & Ludwin, LLC	0.00%	No change	236	$19K
McMillan Office, Inc.	0.00%	No change	213	$16K
Hantz Financial Services, Inc.	0.00%	Add +16.0%	138	$11K
Ascentis Independent Advisors	0.00%	New	66	$5K
IMA Advisory Services, Inc.	0.00%	No change	64	$5K
Lanark Financial, Inc.	0.00%	Reduce -7.1%	65	$5K
First Command Advisory Services, Inc.	0.00%	New	62	$5K
Essex Investment Management Co. LLC	0.00%	Reduce -76.8%	47	$4K
Kelleher Financial Advisors	0.00%	No change	36	$3K
Archer Investment Corp	0.00%	Add +88.2%	32	$3K
Boyd Watterson Asset Management LLC	0.00%	No change	32	$2K
McIlrath & Eck, LLC	0.00%	New	31	$2K
Coston, McIsaac & Partners	0.00%	No change	37	$2K
Main Street Group, LTD	0.00%	New	12	$938
NBT Bank, N.A.	0.00%	Reduce -84.9%	11	$860
Thurston, Springer, Miller, Herd & Titak, Inc.	0.00%	Reduce -66.7%	1	$78

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