9 institutions reported holding $2.8M of Julius Baer Group Ltd ADR (JBAXY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Henry James International Management Inc. ($1.3M), RHUMBLINE ADVISERS ($1.3M), GAMMA Investing LLC ($180,555), PNC Financial Services Group, Inc. ($13,861), Salomon & Ludwin, LLC ($8,867). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Henry James International Management Inc. | $1.3M | 75,132 | Added |
| 2 | RHUMBLINE ADVISERS | $1.3M | 73,749 | Added |
| 3 | GAMMA Investing LLC | $180,555 | 10,473 | Added |
| 4 | PNC Financial Services Group, Inc. | $13,861 | 804 | Added |
| 5 | Salomon & Ludwin, LLC | $8,867 | 515 | Hold |
| 6 | HANTZ FINANCIAL SERVICES, INC. | $5,000 | 263 | Hold |
| 7 | First Command Advisory Services, Inc. | $138 | 8 | New |
| 8 | Financial Gravity Companies, Inc. | $17 | 1 | New |
| 9 | Ancora Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30