SDZNY Institutional Ownership & Shareholders

SANDOZ GROUP AG-ADR (SDZNY) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.70M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Ramirez Asset Management, Inc. is currently the largest disclosed institutional shareholder of SDZNY tracked by InsiderSet, reporting ownership valued at approximately $10.99M in its June 30, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed SDZNY value among the investors covered in this analysis. Major shareholders include Ramirez Asset Management, Inc., Henry James International Management Inc., Confluence Investment Management Llc, and several other long-term asset managers with concentrated positions in SANDOZ GROUP AG-ADR (SDZNY).

This page ranks the largest institutional SDZNY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

29

Total Reported Value

$22.70M

Largest Holder

Ramirez Asset Management, Inc.

Largest Position

$10.99M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

43

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ramirez Asset Management, Inc.1.14%121,190$10,985,395———
Henry James International Management Inc.1.67%64,767$5,496,604———
Confluence Investment Management Llc0.03%24,102$2,037,824———
Rhumbline Advisers0.00%10,034$908,059———
Albert D Mason Inc0.33%6,542$553,126———
Ferguson Wellman Capital Management, Inc0.00%3,362$284,257———
O'Brien Greene & Co. Inc0.08%3,333$281,805———
Mengis Capital Management, Inc.0.04%2,898$245,026———
Gamma Investing Llc0.00%1,544$130,545———
Mark Sheptoff Financial Planning, Llc0.04%764$69,134———
Pnc Financial Services Group, Inc.0.00%638$53,943———
First Command Advisory Services, Inc.0.00%628$53,097———
Bristol John W & Co Inc0.00%445$40,268———
Strengthening Families & Communities, Llc0.00%238$20,198———
Mcmillan Office, Inc.0.00%213$19,308———
Hantz Financial Services, Inc.0.00%138$12,000———
Ascentis Independent Advisors0.00%66$5,579———
United Community Bank0.00%60$5,092———
Heritage Wealth Advisors0.00%47$4,253———
Ascentis Wealth Management, Llc0.00%48$4,057———
Essex Investment Management Co Llc0.00%47$3,974———
Coston, Mcisaac & Partners0.00%37$3,128———
Boyd Watterson Asset Management Llc/Oh0.00%32$2,716———
Archer Investment Corp0.00%32$2,706———
Mcilrath & Eck, Llc0.00%31$2,424———
Delphi Management Inc1.40%15,777$1,334———
Main Street Group, Ltd0.00%12$1,015———
Thurston, Springer, Miller, Herd & Titak, Inc.0.00%1$84———
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Frequently asked questions about SDZNY

  • Who are the largest institutional holders of SDZNY?

    The largest institutional holders of SDZNY reported in the latest SEC Form 13F filings include Ramirez Asset Management, Inc., Henry James International Management Inc., Confluence Investment Management Llc, Rhumbline Advisers, and Albert D Mason Inc. InsiderSet ranks institutional holders by their latest reported SDZNY position.

  • What is SDZNY institutional ownership?

    This page tracks SDZNY positions reported by institutional investment managers through SEC Form 13F. SANDOZ GROUP AG-ADR (SDZNY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own SDZNY?

    InsiderSet currently tracks 29 institutional managers reporting SDZNY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDZNY shareholders.

  • How much SDZNY stock do institutions own?

    Institutional investment managers disclosed approximately $22.70M in SDZNY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was SDZNY institutional ownership last updated?

    The latest SDZNY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional SDZNY holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDZNY position after the reporting date.

  • Are institutions buying or selling SDZNY?

    Institutional buying and selling can be analyzed by comparing SDZNY positions across consecutive 13F reporting periods. InsiderSet's SDZNY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDZNY ownership changes.

  • How has SDZNY institutional ownership changed over time?

    InsiderSet tracks SDZNY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.