Who Owns SANDOZ GROUP ADR (SDZNY)? -- Institutional Holders (2026-06-30)

36 institutions reported holding $23.2M of SANDOZ GROUP ADR (SDZNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ramirez Asset Management, Inc. ($11.0M), Henry James International Management Inc. ($5.9M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($2.5M), DELPHI MANAGEMENT INC /MA/ ($1.5M), RHUMBLINE ADVISERS ($908,059). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Ramirez Asset Management, Inc.	$11.0M	121,190	Added
2	Henry James International Management Inc.	$5.9M	64,767	Added
3	CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.5M	27,141	Trimmed
4	DELPHI MANAGEMENT INC /MA/	$1.5M	16,081	Trimmed
5	RHUMBLINE ADVISERS	$908,059	10,034	Trimmed
6	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$304,227	3,362	Hold
7	O'Brien Greene & Co. Inc	$301,603	3,333	Hold
8	Mengis Capital Management, Inc.	$262,240	2,898	Trimmed
9	ALBERT D MASON INC	$211,837	2,341	New
10	GAMMA Investing LLC	$110,217	1,218	Added
11	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$69,134	764	New
12	PNC Financial Services Group, Inc.	$61,171	676	Trimmed
13	BRISTOL JOHN W & CO INC /NY/	$40,268	445	Hold
14	PARADIGM ASSET MANAGEMENT CO LLC	$29,409	325	Hold
15	Salomon & Ludwin, LLC	$20,946	236	Hold
16	First Command Advisory Services, Inc.	$20,632	228	Added
17	McMillan Office, Inc.	$19,308	213	Hold
18	HANTZ FINANCIAL SERVICES, INC.	$12,000	138	Hold
19	COMPASS FINANCIAL MANAGEMENT LLC	$11,099	135	New
20	KELLEHER FINANCIAL ADVISORS	$6,515	72	Added
21	Heritage Wealth Advisors	$4,253	47	New
22	Vermillion Wealth Management, Inc.	$4,253	47	New
23	ESSEX INVESTMENT MANAGEMENT CO LLC	$4,253	47	Hold
24	Coston, McIsaac & Partners	$3,000	37	Hold
25	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	$2,901	32	Hold

Source: SEC Form 13F filings · as of 2026-06-30