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SDZNY SANDOZ GROUP AG-ADR

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COM (ADR)

30 managers (30 13F filers) reported a position in SDZNY shares at 2025-12-31, 246,396 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
30
13F filers
30
New
3
Added
9
Reduced
3
Sold out
4
Shares held by filers
246,396

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.97,123$7.09M0.94%+3,72413F-HRTimeline
Henry James International Management In…62,702$4.58M1.44%+6,57213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC28,687$2.09M0.03%+71213F-HRTimeline
DELPHI MANAGEMENT INC /MA/22,069$1.61M1.56%-2,31813F-HRTimeline
RHUMBLINE ADVISERS15,271$1.11M<0.01%+1,20013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC5,738$441K<0.01%013F-HRTimeline
TOWER BRIDGE ADVISORS4,242$310K0.03%-11013F-HRTimeline
O'Brien Greene & Co. Inc3,333$243K0.07%new13F-HRTimeline
Mengis Capital Management, Inc.2,973$216K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…840$61.1K<0.01%-35313F-HRTimelineGroup
GAMMA Investing LLC712$51.8K<0.01%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC485$35.3K0.01%013F-HRTimeline
BRISTOL JOHN W & CO INC /NY/455$33.1K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.279$20.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC236$17.1K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank223$16.3K0.01%013F-HRTimelineGroup
McMillan Office, Inc.213$15.6K<0.01%13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC203$14.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.119$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ORG Partners LLC89$6.48K<0.01%+4913F-HRTimeline
LANARK FINANCIAL, INC.70$5.11K<0.01%+4013F-HRTimeline
IMA Advisory Services, Inc.64$4.66K<0.01%013F-HRTimeline
Heritage Wealth Advisors47$3.42K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS36$2.62K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH32$2.34K<0.01%013F-HRTimeline
Coston, McIsaac & Partners37$2K<0.01%+713F-HRTimeline
Garton & Associates Financial Advisors …25$1.82K<0.01%13F-HRTimeline
Archer Investment Corp17$1.24K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.73$801<0.01%+1313F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…3$217<0.01%+213F-HRTimeline