SDZNYSANDOZ GROUP AG
CUSIP 799926100 · Yahoo Finance ↗ · Google Finance ↗
Sandoz Group AG (SDZNY) has 32 institutional holders in Filings Flow’s 13F database, together reporting 266.7K shares worth $19M as of Q1 2026. The largest reported holders are Ramirez Asset Management, Inc., Henry James International Management Inc., and Confluence Investment Management LLC.
Institutional Holders
32
Q1 2026
Reported Value
$19M
Ticker
SDZNY
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Henry James International Management Inc.$334M AUM | 1.76% | $6M | 64.8K | Q2 2026 |
| Ramirez Asset Management, Inc.$832M AUM | 1.01% | $8M | 109.0K | Q1 2026OLDER |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.18% | $1M | 13.7K | Q1 2026OLDER |
| O'Brien Greene & Co. Inc$353M AUM | 0.07% | $260,641 | 3.3K | Q1 2026OLDER |
| Mengis Capital Management, Inc.$581M AUM | 0.04% | $228,187 | 2.9K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.04% | $2M | 27.1K | Q2 2026 |
| TOWER BRIDGE ADVISORS$1.0B AUM | 0.03% | $309,697 | 4.2K | Q4 2025OLDER |
| United Community Bank$300M AUM | 0.01% | $16,281 | 223 | Q4 2025OLDER |
| PARADIGM ASSET MANAGEMENT CO LLC$426M AUM | 0.01% | $25,415 | 325 | Q1 2026OLDER |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.01% | $440,873 | 5.7K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $110,217 | 1.2K | Q2 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$7.3B AUM | 0.00% | $262,908 | 3.4K | Q1 2026OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $16,366 | 213 | Q1 2026OLDER |
| Steigerwald, Gordon & Koch Inc.$974M AUM | 0.00% | $20,304 | 279 | Q4 2025OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.00% | $18,948 | 236 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $6,476 | 89 | Q4 2025OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.00% | $1,819 | 25 | Q4 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 13.9K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $2,803 | 47 | Q3 2025OLDER |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $2,459 | 32 | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.00% | $2,815 | 36 | Q1 2026OLDER |
| ESSEX INVESTMENT MANAGEMENT CO LLC$632M AUM | 0.00% | $3,675 | 47 | Q1 2026OLDER |
| BRISTOL JOHN W & CO INC /NY/$6.1B AUM | 0.00% | $34,799 | 445 | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $2,502 | 32 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $5,004 | 64 | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.00% | $1,073 | 18 | Q3 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,160 | 66 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $4,994 | 65 | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $938 | 12 | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $2,424 | 31 | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.00% | $3,420 | 47 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $860 | 11 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $65,375 | 836 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $90 | 1 | Q2 2026 |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $4,848 | 62 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.