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DaveManuel.com · Institutional Ownership · Who Owns It

SANDOZ GROUP AG SPONSORED ADS (SDZNY)

Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.

29
Reporting holders
$23.2M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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
DELPHI MANAGEMENT INC /MA/$1.5M16,0811.42%9qHELD
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
HANTZ FINANCIAL SERVICES, INC.$12.0K1380.00%9qHELD
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
Coston, McIsaac & Partners$3.0K370.00%9qHELD
BOYD WATTERSON ASSET MANAGEMENT LLC/OH$2.9K320.00%11qHELD
Ascentis Independent Advisors$1.5K170.00%2q-74.2%-$4.4K
Main Street Group, LTD$1.1K120.00%2qHELD
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$9010.00%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
Q3 202611$8.8M103,5732210.0%
Q2 202629$23.2M255,9014650.0%
Q1 202632$20.6M266,73483100.0%
Q4 202530$18.0M246,3963930.0%
Q3 202530$13.7M229,99145100.0%
Q2 202534$12.8M234,8504860.0%
Q1 202533$8.5M203,8104450.0%
Q4 202434$8.1M199,5731650.0%
Q3 202436$8.4M201,2227890.0%
Q2 202436$8.0M221,3758370.0%
Q1 202435$6.9M229,6097490.0%
Q4 202345$6.9M214,89242100.0%
Q3 20231$22271000.0%