Stock ownership · SEC 13F · Q4 2025

ALCON AG

A breakdown of ALCON AG's institutional base (CUSIP H01301128): the holders, the concentration among them, and what changed last quarter.

$7.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$7.4M of ALCON AG is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$7.4M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP H01301128 · Q4 2025 $7M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $7.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - ALCON AG's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of ALCON AG
  1. 1
    GROUPAMA ASSET MANAGMENT $7.2M
  2. 2
    MidFirst Bank $115K
  3. 3
    Anchor Investment Management, LLC $13K
  4. 4
    Bell Investment Advisors, Inc $5K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ALCON AG position has risen from 3 to 4 over the last 8 quarters of 13F filings.

24681012 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
Distinct 13F filers holding ALCON AG, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 GROUPAMA ASSET MANAGMENT 114,307 $7.2M 98.2%
2 MidFirst Bank 2,197 $115K 1.6%
3 Anchor Investment Management, LLC 170 $13K 0.2%
4 Bell Investment Advisors, Inc 60 $5K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ALCON AG's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

GROUPAMA ASSET MANAGMENT $7.2M
MidFirst Bank $115K
Anchor Investment Management, LLC $13K

Complete exits (9)

Liontrust Investment Partners LLP exited
Greenfield Seitz Capital Management, LLC exited
LWM Advisory Services, LLC exited
Asset Dedication, LLC exited
SYCOMORE ASSET MANAGEMENT exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold ALCON AG?▼
ALCON AG is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ALCON AG?▼
Institutions report $7.4M of ALCON AG as of Q4 2025.
How concentrated is ownership of ALCON AG?▼
The top five institutional holders account for 100% of the reported institutional value in ALCON AG, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of ALCON AG?▼
GROUPAMA ASSET MANAGMENT is the largest reported holder of ALCON AG with $7.2M across 114,307 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.