Lonza Group AG ADR - LZAGY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | History | Reduced | 135,300 | 9,184 | 0.33% | 0.33% | 1 | -4,135 | -2.97% | Q4 2025 | Feb 12, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 92,924 | 6,243 | 0.89% | 0.88% | 2 | -4,171 | -4.3% | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 21,439 | 1,440 | 0.02% | 0.02% | 3 | +4,614 | 27.42% | Q4 2025 | Feb 09, 2026 |
| Madison Asset Management, LLC | History | Reduced | 20,934 | 1,406 | 0.02% | 0.02% | 4 | -992 | -4.52% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,498 | 974 | 0.0% | 0.0% | 5 | -168 | -1.15% | Q4 2025 | Feb 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 7,423 | 503 | 0.16% | 0.15% | 6 | -4 | -0.05% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,727 | 250 | 0.01% | 0.01% | 7 | +20 | 0.54% | Q4 2025 | Jan 05, 2026 |
| IHT Wealth Management, LLC | History | New | 3,318 | 222 | 0.01% | — | 8 | +3,318 | New | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 452 | 30 | 0.0% | 0.0% | 9 | +82 | 22.16% | Q4 2025 | Jan 29, 2026 |
| Accent Capital Management, LLC | History | Reduced | 300 | 20 | 0.01% | 0.01% | 11 | -108 | -26.47% | Q4 2025 | Feb 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 300 | 20 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 253 | 17 | 0.0% | 0.0% | 12 | -17 | -6.3% | Q4 2025 | Jan 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 216 | 14 | 0.0% | 0.0% | 13 | +3 | 1.41% | Q4 2025 | Feb 06, 2026 |
| Signature Equity Partners, LLC | History | New | 78 | 5 | 0.0% | — | 14 | +78 | New | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | New | 46 | 3 | 0.0% | — | 15 | +46 | New | Q4 2025 | Jan 08, 2026 |
| IMA Advisory Services, Inc. | History | New | 25 | 1 | 0.0% | — | 16 | +25 | New | Q4 2025 | Feb 11, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 1.27% | — | -131,336 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 04, 2025 |