18 institutions reported holding $10.7M of Sandoz Group AG (SDZNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Henry James International Management Inc. ($5.9M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.5M), DELPHI MANAGEMENT INC /MA/ ($1.5M), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC ($304,227), Mengis Capital Management, Inc. ($262,240). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Henry James International Management Inc. | $5.9M | 64,767 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.5M | 27,141 | Trimmed |
| 3 | DELPHI MANAGEMENT INC /MA/ | $1.5M | 16,081 | Trimmed |
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $304,227 | 3,362 | Hold |
| 5 | Mengis Capital Management, Inc. | $262,240 | 2,898 | Trimmed |
| 6 | ALBERT D MASON INC | $211,837 | 2,341 | New |
| 7 | GAMMA Investing LLC | $110,217 | 1,218 | Added |
| 8 | Vermillion Wealth Management, Inc. | $4,253 | 47 | New |
| 9 | Archer Investment Corp | $2,896 | 32 | Hold |
| 10 | Golden State Equity Partners | $1,538 | 17 | Trimmed |
| 11 | Main Street Group, LTD | $1,086 | 12 | Hold |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $90 | 1 | Hold |
| 13 | Hanson & Doremus Investment Management | $0 | 0 | Exited |
| 14 | Lester Murray Antman dba SimplyRich | $0 | 0 | Exited |
| 15 | YOUSIF CAPITAL MANAGEMENT, LLC | $0 | 0 | Exited |
| 16 | NBC SECURITIES, INC. | $0 | 0 | Exited |
| 17 | NBT BANK N A /NY | $0 | 0 | Exited |
| 18 | Matthew Goff Investment Advisor, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30