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Who owns SDZNYWhat SDZNY owns — n/a

Who owns Sandoz Group AG?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SDZNY from SEC Form 13F filings across 29 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 29 institutions disclosed 255,869 shares of Sandoz Group AG worth $21.7M — about 0.1% of shares outstanding; the largest disclosed holder is Ramirez Asset Management, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

29

13F holders

$21.7M

value, 2026 filers

0.1%

of shares outstanding (255,869 sh)

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SDZNY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Ramirez Asset Management, Inc.121,190$11.0M1.1%0%+11.1%
2Henry James International Management Inc.64,767$5.9M1.8%0%+3.3%
3CONFLUENCE INVESTMENT MANAGEMENT LLC27,141$2.5M0.0%0%-4.7%
4DELPHI MANAGEMENT INC /MA/16,081$1,4551.4%0%-0.4%
5RHUMBLINE ADVISERS10,034$908,0590.0%0%-27.9%
6FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,362$304,2270.0%0%0.0%
7O'Brien Greene & Co. Inc3,333$301,6030.1%0%0.0%
8Mengis Capital Management, Inc.2,898$262,2400.0%0%-0.7%
9ALBERT D MASON INCNEW2,341$211,8370.1%0%new
10GAMMA Investing LLC1,218$110,2170.0%0%+71.3%
11MARK SHEPTOFF FINANCIAL PLANNING, LLCNEW764$69,1340.0%0%new
12PNC Financial Services Group, Inc.676$61,1710.0%0%-19.1%
13BRISTOL JOHN W & CO INC /NY/445$40,2680.0%0%0.0%
14PARADIGM ASSET MANAGEMENT CO LLC325$29,4090.0%0%0.0%
15Salomon & Ludwin, LLC236$20,9460.0%0%0.0%
16First Command Advisory Services, Inc.228$20,6320.0%0%+267.7%
17McMillan Office, Inc.213$19,3080.0%0%0.0%
18HANTZ FINANCIAL SERVICES, INC.138$120.0%0%0.0%
19COMPASS FINANCIAL MANAGEMENT LLCNEW135$11,0990.0%0%new
20KELLEHER FINANCIAL ADVISORS72$6,5150.0%0%+100.0%
21Vermillion Wealth Management, Inc.NEW47$4,2530.0%0%new
22ESSEX INVESTMENT MANAGEMENT CO LLC47$4,2530.0%0%0.0%
23Heritage Wealth AdvisorsNEW47$4,2530.0%0%new
24Coston, McIsaac & Partners37$30.0%0%0.0%
25Archer Investment Corp32$2,8960.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.