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 $23.17M 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 $10.99M in its June 30, 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

29

Total Reported Value

$23.17M

Largest Holder

Ramirez Asset Management, Inc.

Largest Position

$10.99M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

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.1.76%64,767$5,870,959———
Confluence Investment Management Llc0.04%27,141$2,455,989———
Delphi Management Inc1.42%16,081$1,455,000———
Rhumbline Advisers0.00%10,034$908,059———
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———
Mark Sheptoff Financial Planning, Llc0.04%764$69,134———
Pnc Financial Services Group, Inc.0.00%676$61,171———
Bristol John W & Co Inc0.00%445$40,268———
Paradigm Asset Management Co Llc0.01%325$29,409———
Salomon & Ludwin, Llc0.00%236$20,946———
First Command Advisory Services, Inc.0.00%228$20,632———
Mcmillan Office, Inc.0.00%213$19,308———
Hantz Financial Services, Inc.0.00%138$12,000———
Kelleher Financial Advisors0.00%72$6,515———
Essex Investment Management Co Llc0.00%47$4,253———
Heritage Wealth Advisors0.00%47$4,253———
Vermillion Wealth Management, Inc.0.00%47$4,253———
Coston, Mcisaac & Partners0.00%37$3,000———
Boyd Watterson Asset Management Llc/Oh0.00%32$2,901———
Archer Investment Corp0.00%32$2,896———
Mcilrath & Eck, Llc0.00%31$2,424———
Ascentis Independent Advisors0.00%17$1,538———
Main Street Group, Ltd0.00%12$1,086———
Thurston, Springer, Miller, Herd & Titak, Inc.0.00%1$90———
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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.

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