10 institutions reported holding $2.2M of Julius Baer Group Ltd ADR (JBAXY) in SEC 13F filings for 2026-03-31. Largest institutional holders: Henry James International Management Inc. ($1.1M), RHUMBLINE ADVISERS ($1.0M), GAMMA Investing LLC ($123,325), Salomon & Ludwin, LLC ($7,694), PNC Financial Services Group, Inc. ($6,770). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Henry James International Management Inc. | $1.1M | 74,849 | Added |
| 2 | RHUMBLINE ADVISERS | $1.0M | 67,944 | Added |
| 3 | GAMMA Investing LLC | $123,325 | 8,361 | Added |
| 4 | Salomon & Ludwin, LLC | $7,694 | 515 | Hold |
| 5 | PNC Financial Services Group, Inc. | $6,770 | 459 | Trimmed |
| 6 | HANTZ FINANCIAL SERVICES, INC. | $4,000 | 263 | Trimmed |
| 7 | Ancora Advisors LLC | $339 | 23 | Trimmed |
| 8 | Financial Gravity Asset Management, Inc. | $15 | 1 | Hold |
| 9 | PARADIGM ASSET MANAGEMENT CO LLC | $0 | 0 | Exited |
| 10 | Signature Equity Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31