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SDZNY SANDOZ GROUP AG SPONSORED ADS

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COM (common)

29 managers (29 13F filers) reported a position in SDZNY shares at 2026-06-30, 255,869 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
29
13F filers
29
New
4
Added
5
Reduced
6
Sold out
7
Shares held by filers
255,869

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Ramirez Asset Management, Inc.121,190$11M1.14%+12,15213F-HRTimeline
Henry James International Management In…64,767$5.87M1.76%+2,06513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC27,141$2.46M0.04%-1,33813F-HRTimeline
DELPHI MANAGEMENT INC /MA/16,081$1.46M1.42%-5713F-HRTimeline
RHUMBLINE ADVISERS10,034$908K<0.01%-3,89213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,362$304K<0.01%013F-HRTimeline
O'Brien Greene & Co. Inc3,333$302K0.08%013F-HRTimeline
Mengis Capital Management, Inc.2,898$262K0.04%-2013F-HRTimeline
ALBERT D MASON INC2,341$212K0.12%new13F-HRTimeline
GAMMA Investing LLC1,218$110K<0.01%+50713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC764$69.1K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…676$61.2K<0.01%-16013F-HRTimelineGroup
BRISTOL JOHN W & CO INC /NY/445$40.3K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC325$29.4K0.01%013F-HRTimeline
Salomon & Ludwin, LLC236$20.9K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.228$20.6K<0.01%+16613F-HRTimeline
McMillan Office, Inc.213$19.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.138$12K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMPASS FINANCIAL MANAGEMENT LLC135$11.1K<0.01%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS72$6.51K<0.01%+3613F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC47$4.25K<0.01%013F-HRTimeline
Heritage Wealth Advisors47$4.25K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.47$4.25K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners37$3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH32$2.9K<0.01%013F-HRTimeline
Archer Investment Corp32$2.9K<0.01%013F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…17$1.54K<0.01%-4913F-HR/ATimelineGroup
Main Street Group, LTD12$1.09K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1$90<0.01%013F-HRTimeline