Julius Baer Gruppe AG (JBAXY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
7
Reporting holders
$2.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Henry James International Management Inc. | $1.3M | 75,132 | 0.39% | 31q | HELD |
| RHUMBLINE ADVISERS | $1.3M | 73,749 | 0.00% | 13q | +8.5%+$100.1K |
| GAMMA Investing LLC | $180.6K | 10,473 | 0.01% | 11q | +25.3%+$36.4K |
| PNC Financial Services Group, Inc. | $13.9K | 804 | 0.00% | 31q | +75.2%+$5.9K |
| Salomon & Ludwin, LLC | $8.9K | 515 | 0.00% | 5q | HELD |
| First Command Advisory Services, Inc. | $138 | 8 | 0.00% | new | NEW |
| Financial Gravity Companies, Inc. | $17 | 1 | 0.00% | new | NEW |
| HANTZ FINANCIAL SERVICES, INC. | $5 | 263 | 0.00% | 9q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $2.8M | 160,682 | 2 | 3 | 0 | 0.0% |
| Q1 2026 | 7 | $2.2M | 152,152 | 0 | 3 | 2 | 0.0% |
| Q4 2025 | 9 | $2.2M | 143,387 | 2 | 2 | 1 | 0.0% |
| Q3 2025 | 6 | $1.7M | 124,621 | 0 | 3 | 2 | 0.0% |
| Q2 2025 | 8 | $1.8M | 130,345 | 1 | 0 | 5 | 0.0% |
| Q1 2025 | 8 | $2.2M | 157,047 | 1 | 3 | 1 | 0.0% |
| Q4 2024 | 7 | $2.0M | 152,084 | 0 | 4 | 2 | 0.0% |
| Q3 2024 | 7 | $1.0M | 86,472 | 1 | 4 | 2 | 0.0% |
| Q2 2024 | 8 | $737.4K | 66,078 | 2 | 2 | 3 | 0.0% |
| Q1 2024 | 7 | $554.2K | 47,983 | 2 | 3 | 1 | 0.0% |
| Q4 2023 | 5 | $443.1K | 39,702 | 0 | 2 | 1 | 0.0% |
| Q3 2023 | 5 | $607.5K | 47,650 | 1 | 3 | 1 | 0.0% |
| Q2 2023 | 5 | $497.1K | 39,515 | 2 | 3 | 0 | 0.0% |
| Q1 2023 | 6 | $4.4M | 322,854 | 2 | 2 | 2 | 0.0% |
| Q4 2022 | 4 | $3.3M | 303,388 | 0 | 0 | 4 | 0.0% |
| Q3 2022 | 5 | $3.0M | 351,065 | 2 | 0 | 2 | 0.0% |
| Q2 2022 | 4 | $3.5M | 378,403 | 0 | 2 | 2 | 0.0% |
| Q1 2022 | 6 | $4.7M | 407,667 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 6 | $5.8M | 438,340 | 0 | 3 | 0 | 0.0% |
| Q3 2021 | 7 | $5.6M | 419,101 | 1 | 3 | 2 | 0.0% |
| Q2 2021 | 7 | $7.6M | 585,942 | 1 | 1 | 3 | 0.0% |
| Q1 2021 | 7 | $44.4M | 3,481,689 | 1 | 2 | 2 | 0.0% |
| Q4 2020 | 6 | $39.5M | 3,417,499 | 0 | 1 | 2 | 0.0% |
| Q3 2020 | 6 | $28.5M | 3,375,404 | 0 | 2 | 2 | 0.0% |
| Q2 2020 | 8 | $28.4M | 3,409,764 | 1 | 3 | 4 | 0.0% |
| Q1 2020 | 9 | $21.1M | 3,150,927 | 3 | 3 | 1 | 0.0% |
| Q4 2019 | 9 | $32.7M | 3,184,091 | 0 | 4 | 3 | 0.0% |
| Q3 2019 | 11 | $27.7M | 3,153,938 | 1 | 3 | 5 | 0.0% |
| Q2 2019 | 12 | $26.3M | 2,976,036 | 3 | 4 | 3 | 0.0% |
| Q1 2019 | 13 | $22.7M | 2,829,440 | 3 | 8 | 1 | 0.0% |
| Q4 2018 | 10 | $13.7M | 1,945,370 | 0 | 0 | 0 | 0.0% |