SANDOZ GROUP AG - SDZNY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | History | Added to | 97,123 | 7,090 | 0.94% | 0.77% | 1 | +3,724 | 3.99% | Q4 2025 | Feb 11, 2026 |
| Henry James International Management Inc. | History | Added to | 62,702 | 4,577 | 1.44% | 1.02% | 2 | +6,572 | 11.71% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 28,687 | 2,087 | 0.03% | 0.02% | 3 | +712 | 2.55% | Q4 2025 | Jan 05, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 22,069 | 1,606 | 1.56% | 1.35% | 4 | -2,318 | -9.51% | Q4 2025 | Jan 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,271 | 1,111 | 0.0% | 0.0% | 5 | +1,200 | 8.53% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 5,738 | 441 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TOWER BRIDGE ADVISORS | History | Reduced | 4,242 | 309 | 0.03% | 0.03% | 7 | -110 | -2.53% | Q4 2025 | Feb 13, 2026 |
| O'Brien Greene & Co. Inc | History | New | 3,333 | 242 | 0.07% | — | 8 | +3,333 | New | Q4 2025 | Feb 05, 2026 |
| Mengis Capital Management, Inc. | History | New | 2,973 | 216 | 0.04% | — | 9 | +2,973 | New | Q4 2025 | Mar 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 840 | 61 | 0.0% | 0.0% | 10 | -353 | -29.59% | Q4 2025 | Feb 06, 2026 |
| GAMMA Investing LLC | History | No change | 712 | 51 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 485 | 35 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | New | 455 | 33 | 0.0% | — | 13 | +455 | New | Q4 2025 | Feb 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 279 | 20 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Salomon & Ludwin, LLC | History | No change | 236 | 17 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| United Community Bank | History | No change | 223 | 16 | 0.01% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| McMillan Office, Inc. | History | New | 213 | 15 | 0.0% | — | 17 | +213 | New | Q4 2025 | Feb 12, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 203 | 14 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 119 | 9 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Added to | 89 | 6 | 0.0% | 0.0% | 20 | +49 | 122.5% | Q4 2025 | Jan 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 70 | 5 | 0.0% | 0.0% | 21 | +40 | 133.33% | Q4 2025 | Jan 29, 2026 |
| IMA Advisory Services, Inc. | History | No change | 64 | 4 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | No change | 47 | 3 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 37 | 2 | 0.0% | 0.0% | 26 | +7 | 23.33% | Q4 2025 | Feb 03, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 32 | 2 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 36 | 2 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 25 | 1 | 0.0% | — | 28 | +25 | New | Q4 2025 | Feb 18, 2026 |
| Archer Investment Corp | History | No change | 17 | 1 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NBT BANK N A /NY | History | Added to | 73 | 0 | — | — | — | +13 | 21.67% | Q4 2025 | Jan 23, 2026 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2025 | Nov 07, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 25, 2025 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q4 2025 | Jan 20, 2026 |