Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / ADR
-
Total 13F shares
-
143,965
-
Share change
-
+18,731
-
Total reported value
-
$2,258,376
-
Price per share
-
$15.62
-
Number of holders
-
10
-
Value change
-
+$292,576
-
Number of buys
-
4
-
Number of sells
-
1
Institutional Holders of Julius Baer Group Ltd. - ADR (JBAXY) as of Q4 2025
As of 31 Dec 2025,
Julius Baer Group Ltd. - ADR (JBAXY) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
143,965 shares.
The largest 10 holders included
Henry James International Management Inc., RHUMBLINE ADVISERS, GAMMA Investing LLC, PARADIGM ASSET MANAGEMENT CO LLC, HANTZ FINANCIAL SERVICES, INC., Salomon & Ludwin, LLC, PNC Financial Services Group, Inc., Ancora Advisors LLC, Signature Equity Partners, LLC, and Financial Gravity Asset Management, Inc..
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.