Who Owns SANDOZ GROUP AG SPONSORED ADS (SDZNY)? -- Institutional Holders (2026-03-31)

37 institutions reported holding $20.6M of SANDOZ GROUP AG SPONSORED ADS (SDZNY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Ramirez Asset Management, Inc. ($8.4M), Henry James International Management Inc. ($4.8M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.2M), DELPHI MANAGEMENT INC /MA/ ($1.3M), RHUMBLINE ADVISERS ($1.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ramirez Asset Management, Inc.$8.4M109,038Added
2Henry James International Management Inc.$4.8M62,702Hold
3CONFLUENCE INVESTMENT MANAGEMENT LLC$2.2M28,479Trimmed
4DELPHI MANAGEMENT INC /MA/$1.3M16,138Trimmed
5RHUMBLINE ADVISERS$1.1M13,926Trimmed
6Matthew Goff Investment Advisor, LLC$1.1M13,712New
7YOUSIF CAPITAL MANAGEMENT, LLC$440,8735,738Hold
8FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$262,9083,362New
9O'Brien Greene & Co. Inc$260,6413,333Hold
10Lester Murray Antman dba SimplyRich$250,0003,208New
11Mengis Capital Management, Inc.$228,1872,918Trimmed
12PNC Financial Services Group, Inc.$65,375836Trimmed
13Hanson & Doremus Investment Management$61,000780New
14GAMMA Investing LLC$55,600711Trimmed
15BRISTOL JOHN W & CO INC /NY/$34,799445Trimmed
16PARADIGM ASSET MANAGEMENT CO LLC$25,415325Trimmed
17Salomon & Ludwin, LLC$18,948236Hold
18McMillan Office, Inc.$16,366213Hold
19HANTZ FINANCIAL SERVICES, INC.$11,000138Added
20Golden State Equity Partners$5,16066New
21IMA Advisory Services, Inc.$5,00464Hold
22NBC SECURITIES, INC.$4,99465Trimmed
23First Command Advisory Services, Inc.$4,84862New
24ESSEX INVESTMENT MANAGEMENT CO LLC$3,67547Trimmed
25KELLEHER FINANCIAL ADVISORS$2,81536Hold

Source: SEC Form 13F filings · as of 2026-03-31