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Sandoz Group AG (SDZNY)

CUSIP: 799926100 | US | Healthcare · Drug Manufacturers - Specialty & Generic | Large Cap | 90 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Henry James International Management Inc.64,767
1.7% of portfolio›$5.5M
Confluence Investment Management LLC24,102
0.0% of portfolio›$2.0M
Delphi Management Inc15,777
0.0% of portfolio›$1.3K
Albert D Mason Inc6,542
0.3% of portfolio›$553.1K
Ferguson Wellman Capital Management, Inc3,362
0.0% of portfolio›$284.3K
O'Brien Greene & Co. Inc3,333
0.1% of portfolio›$281.8K
Mengis Capital Management, Inc.2,898
0.0% of portfolio›$245.0K
Gamma Investing LLC1,544
0.0% of portfolio›$130.5K
PNC Financial Services Group, Inc.638
0.0% of portfolio›$53.9K
First Command Advisory Services, Inc.628
0.0% of portfolio›$53.1K
Strengthening Families & Communities, LLC238
0.0% of portfolio›$20.2K
Ascentis Independent Advisors66
0.0% of portfolio›$5.6K
United Community Bank60
0.0% of portfolio›$5.1K
Ascentis Wealth Management, LLC48
0.0% of portfolio›$4.1K
Essex Investment Management Co LLC47
0.0% of portfolio›$4.0K
Coston, McIsaac & Partners37
0.0% of portfolio›$3.1K
Compass Financial Management LLC35
0.0% of portfolio›$3.0K
Boyd Watterson Asset Management LLC32
0.0% of portfolio›$2.7K
Archer Investment Corp32
0.0% of portfolio›$2.7K
Main Street Group, LTD12
0.0% of portfolio›$1.0K
Thurston, Springer, Miller, Herd & Titak, Inc.1
0.0% of portfolio›$84
StyleTurnoverLocationFiled
Henry James International Management Inc.
64,767$5.5M1.7%GARPLowNew York, NY2026-10-14
Confluence Investment Management LLC
24,102$2.0M0.0%ValueMediumSt. Louis, MO2026-10-01
Delphi Management Inc
15,777$1.3K0.0%ValueMediumBrookline, MA2026-11-05
Albert D Mason Inc
6,542$553.1K0.3%CoreLowBoston, MA2026-10-27
Ferguson Wellman Capital Management, Inc
3,362$284.3K0.0%CoreLowPortland, OR2026-10-05
O'Brien Greene & Co. Inc
3,333$281.8K0.1%CoreLowMedia, PA2026-11-05
Mengis Capital Management, Inc.
2,898$245.0K0.0%CoreLowPortland, OR2026-10-13
Gamma Investing LLC
1,544$130.5K0.0%IndexVery LowFoster City, CA2026-10-08
PNC Financial Services Group, Inc.
638$53.9K0.0%GrowthVery LowPittsburgh, PA2026-11-06
First Command Advisory Services, Inc.
628$53.1K0.0%IndexLowFort Worth, TX2026-11-05
Strengthening Families & Communities, LLC
238$20.2K0.0%CoreMediumBoston, MA2026-10-21
Ascentis Independent Advisors
66$5.6K0.0%ETFLowDallas, TX2026-11-03
United Community Bank
60$5.1K0.0%CoreLowGreenville, SC2026-10-28
Ascentis Wealth Management, LLC
48$4.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Essex Investment Management Co LLC
47$4.0K0.0%GrowthMediumBoston, MA2026-10-19
Coston, McIsaac & Partners
37$3.1K0.0%YieldVery LowBar Harbor, ME2026-11-06
Compass Financial Management LLC
35$3.0K0.0%CoreN/ATampa, FL2026-10-30
Boyd Watterson Asset Management LLC
32$2.7K0.0%CoreLowCleveland, OH2026-11-06
Archer Investment Corp
32$2.7K0.0%CoreMediumCarmel, IN2026-11-05
Main Street Group, LTD
12$1.0K0.0%ETFMediumGlen Allen, VA2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
1$840.0%GrowthMediumIndianapolis, IN2026-10-14