Vault-13

LONZA GROUP AG UNSPONSORED ADR LZAGY

COM · ADR · CUSIP 54338V101

13 institutional holders -1 vs Q1 2026
216,198216.2k shares reported held*
$14.6mreported value*
1 new 4 added 6 reduced 2 sold out net sold ≈ $975.5k (-14.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $67.57.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 16Q4 22: 14Q1 23: 18Q2 23: 20Q3 23: 19Q4 23: 12Q1 24: 13Q2 24: 11Q3 24: 11Q4 24: 13Q1 25: 14Q2 25: 18Q3 25: 14Q4 25: 16Q1 26: 14Q2 26: 1313Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202214
Q1 202318
Q2 202320
Q3 202319
Q4 202312
Q1 202413
Q2 202411
Q3 202411
Q4 202413
Q1 202514
Q2 202518
Q3 202514
Q4 202516
Q1 202614
Q2 202613

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 6 bought or addedQ3 24: 6 cut or sold outQ4 24: 9 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 5 cut or sold outQ2 25: 11 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 5 bought or addedQ3 25: 11 cut or sold outQ4 25: 7 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 6 bought or addedQ1 26: 9 cut or sold outQ2 26: 5 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202466
Q4 202493
Q1 202575
Q2 2025113
Q3 2025511
Q4 202579
Q1 202669
Q2 202658

Biggest buyers

GAMMA Investing LLC Added +778+778
Salomon & Ludwin, LLC Added +383+383
First Command Advisory Services, Inc. New +29+29
IMA Advisory Services, Inc. Added +13+13
Henry James International Management Inc. Added +4+4

Biggest sellers

Azimuth Capital Investment Management LLC Reduced -11,890-11.9k
Accent Capital Management, LLC Sold out -1,199-1.2k
Torray Investment Partners LLC Reduced -1,129-1.1k
LANARK FINANCIAL, INC. Sold out -791-791
HANTZ FINANCIAL SERVICES, INC. Reduced -336-336
PNC Financial Services Group, Inc. Reduced -121-121
Madison Asset Management, LLC Reduced -118-118
RHUMBLINE ADVISERS Reduced -75-75

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Torray Investment Partners LLC 0.83% of their portfolio Bethesda, MD 91,33991.3k $6.2m $6.2m 0.83% Reduced -1.1k -1,129
2 Azimuth Capital Investment Management LLC 0.17% of their portfolio BLOOMFIELD HILLS, MI 73,52573.5k $5.0m $5.0m 0.17% Reduced -11.9k -11,890
3 Madison Asset Management, LLC 0.02% of their portfolio MADISON, WI 22,28322.3k $1.5m $1.5m 0.02% Reduced -118 -118
4 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,24814.2k $961.7k $961.7k 0.00% Reduced -75 -75
5 Henry James International Management Inc. 0.15% of their portfolio NEW YORK, NY 7,4407.4k $503.4k $503.4k 0.15% Added +4 +4
6 GAMMA Investing LLC 0.01% of their portfolio FOSTER CITY, CA 5,6045.6k $378.3k $378.3k 0.01% Added +778 +778
7 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 784784 $53.0k $53.0k 0.00% Reduced -336 -336
8 Salomon & Ludwin, LLC 0.00% of their portfolio RICHMOND, VA 432432 $30.1k $30.1k 0.00% Added +383 +383
9 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 300300 $20.2k $20.2k 0.00% Unchanged
10 Strengthening Families & Communities, LLC 0.00% of their portfolio BOSTON, MA 126126 $8.5k $8.5k 0.00% Unchanged
11 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5050 $3.4k $3.4k 0.00% Reduced -121 -121
12 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 3838 $2.6k $2.6k 0.00% Added +13 +13
13 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 2929 $2.0k $2.0k 0.00% New