HolderBook

SANDOZ GROUP AG (SDZNY)

Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.

26
Reporting holders
$21.7M
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Ramirez Asset Management, Inc.$11.0M121,1901.14%11q+11.1%+$1.1M
Henry James International Management Inc.$5.9M64,7671.76%10q+3.3%+$187.2K
CONFLUENCE INVESTMENT MANAGEMENT LLC$2.5M27,1410.04%11q-4.7%-$121.1K
RHUMBLINE ADVISERS$908.1K10,0340.00%11q-27.9%-$352.2K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$304.2K3,3620.00%2qHELD
O'Brien Greene & Co. Inc$301.6K3,3330.08%3qHELD
Mengis Capital Management, Inc.$262.2K2,8980.04%3q-0.7%-$1.8K
ALBERT D MASON INC$211.8K2,3410.12%newNEW
GAMMA Investing LLC$110.2K1,2180.00%11q+71.3%+$45.9K
MARK SHEPTOFF FINANCIAL PLANNING, LLC$69.1K7640.04%newNEW
PNC Financial Services Group, Inc.$61.2K6760.00%11q-19.1%-$14.5K
BRISTOL JOHN W & CO INC /NY/$40.3K4450.00%3qHELD
PARADIGM ASSET MANAGEMENT CO LLC$29.4K3250.01%11qHELD
Salomon & Ludwin, LLC$20.9K2360.00%5qHELD
First Command Advisory Services, Inc.$20.6K2280.00%2q+267.7%+$15.0K
McMillan Office, Inc.$19.3K2130.00%3qHELD
COMPASS FINANCIAL MANAGEMENT LLC$11.1K1350.00%newFIRST
KELLEHER FINANCIAL ADVISORS$6.5K720.00%4q+100.0%+$3.3K
Archer Investment Corp$5.8K640.00%11q+100.0%+$2.9K
ESSEX INVESTMENT MANAGEMENT CO LLC$4.3K470.00%11qHELD
Heritage Wealth Advisors$4.3K470.00%newNEW
Vermillion Wealth Management, Inc.$4.3K470.00%newNEW
Ascentis Independent Advisors$3.1K340.00%2q-48.5%-$2.9K
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2.9K320.00%11qHELD
DELPHI MANAGEMENT INC /MA/$1.5K16,0811.42%9qHELD
Main Street Group, LTD$1.1K120.00%2qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$9010.00%9qHELD
HANTZ FINANCIAL SERVICES, INC.$121380.00%9qHELD
Coston, McIsaac & Partners$3370.00%9qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202626$21.7M239,6624650.0%
Q1 202627$19.0M246,4336290.0%
Q4 202527$16.4M224,1713820.0%
Q3 202527$12.2M205,4584590.0%
Q2 202530$11.5M210,1203660.0%
Q1 202530$7.9M187,9014340.0%
Q4 202431$7.9M193,6411550.0%
Q3 202430$8.0M191,5156870.0%
Q2 202430$7.5M208,3594360.0%
Q1 202431$6.7M221,7856490.0%
Q4 202337$6.0M186,77334100.0%
Q3 20231$22271000.0%