SANDOZ GROUP AG-ADR (SDZNY) Institutional Shareholders

SANDOZ GROUP AG-ADR (SDZNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.21M in SDZNY holdings during the latest filing period.

Ramirez Asset Management, Inc. is currently the largest disclosed institutional shareholder of SDZNY tracked by InsiderSet, reporting ownership valued at approximately $8.39M in its March 31, 2026 SEC Form 13F filing.

The top 10 institutional shareholders tracked on this page collectively account for approximately 99% 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

28

Total Reported Value

$19.21M

Largest Holder

Ramirez Asset Management, Inc.

Largest Position

$8.39M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

39

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Ramirez Asset Management, Inc.1.01%109,038$8,393,622
Henry James International Management Inc.1.76%64,767$5,870,959
Confluence Investment Management Llc0.04%27,141$2,455,989
Rhumbline Advisers0.00%13,926$1,089,081
Ferguson Wellman Capital Management, Inc0.00%3,362$304,227
O'Brien Greene & Co. Inc0.08%3,333$301,603
Mengis Capital Management, Inc.0.04%2,898$262,240
Albert D Mason Inc0.12%2,341$211,837
Gamma Investing Llc0.00%1,218$110,217
Pnc Financial Services Group, Inc.0.00%836$65,375
Bristol John W & Co Inc0.00%445$34,799
Paradigm Asset Management Co Llc0.01%325$29,409
Salomon & Ludwin, Llc0.00%236$18,948
Mcmillan Office, Inc.0.00%213$16,366
Kelleher Financial Advisors0.00%72$6,515
Ascentis Independent Advisors0.00%66$5,160
Ima Advisory Services, Inc.0.00%64$5,004
First Command Advisory Services, Inc.0.00%62$4,848
Essex Investment Management Co Llc0.00%47$4,253
Vermillion Wealth Management, Inc.0.00%47$4,253
Archer Investment Corp0.00%32$2,896
Boyd Watterson Asset Management Llc/Oh0.00%32$2,459
Mcilrath & Eck, Llc0.00%31$2,424
Delphi Management Inc1.42%16,081$1,455
Main Street Group, Ltd0.00%12$1,086
Thurston, Springer, Miller, Herd & Titak, Inc.0.00%1$90
Hantz Financial Services, Inc.0.00%138$11
Coston, Mcisaac & Partners0.00%37$2

Frequently asked questions about SDZNY

  • Who owns the most SDZNY stock?

    The largest holders of SDZNY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SANDOZ GROUP AG-ADR (SDZNY).

  • Is SDZNY widely held by superinvestors?

    Many widely followed stocks like SDZNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SDZNY is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.