Institutional Ownership
Julius Baer Group Ltd Unsponsord Adr
CUSIP 48137C108COMJBAXYQ1 2026
Institutional Holders
8
13F filers
Shares Held
152.4K
Aggregate institutional
Institutional Value
$2.22M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased3
Decreased3
Sold out2
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Henry James International Management Inc. | 74.8K | $1.08M | +5.7K | Added |
| 2 | Rhumbline Advisers | 67.9K | $1.00M | +2.4K | Added |
| 3 | Gamma Investing LLC | 8.4K | $123.3K | +2.3K | Added |
| 4 | Salomon & Ludwin, LLC | 515 | $7.7K | 0 | Held |
| 5 | Pnc Financial Services Group, Inc. | 459 | $6.8K | −7 | Reduced |
| 6 | Ancora Advisors LLC | 23 | $339 | −45 | Reduced |
| 7 | Financial Gravity Asset Management, Inc. | 1 | $15 | 0 | Held |
| 8 | Hantz Financial Services, Inc. | 263 | $4 | −315 | Reduced |