Latest Period
Q1 2026
Security Snapshot
Julius Baer Group Ltd. - COM (JBAXY) Institutional Ownership
CUSIP: 48137C108
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
8
Shares (Excl. Options)
152,415
Price
$14.75
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- Security type / class
- Equity / COM
- Symbol
- JBAXY
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 152,415
- Total 13F value
- $2,227,822
- Portfolio coverage rank
- 0%
- Share change
- +8,450
- Value change
- +$121,507
- Number of holders
- 8
- SEC-reported price per share
- $17.27
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- JBAXY - Julius Baer Group Ltd. - COM is tracked under CUSIP 48137C108.
- 8 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 8 to 2 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,227,822 to $1,480,789.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 8 institutions filings for Q1 2026.
Security key
48137C108
Latest holder period
Q1 2026
13F holders
8
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 48137C108:
As of 31 Mar 2026, 8 institutional investors reported holding 152,415 shares of Julius Baer Group Ltd. - COM (JBAXY).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 85,605 | $1,480,789 | +$41,309 | $17.27 | 2 |
| 2026 Q1 | 152,415 | $2,227,822 | +$121,507 | $14.75 | 8 |
| 2025 Q4 | 143,965 | $2,258,376 | +$292,576 | $15.62 | 10 |
| 2025 Q3 | 125,199 | $1,730,462 | -$78,150 | $13.83 | 7 |
| 2025 Q2 | 130,923 | $1,762,438 | -$365,559 | $13.46 | 9 |
| 2025 Q1 | 157,625 | $2,168,048 | +$68,490 | $13.76 | 9 |
| 2024 Q4 | 152,662 | $1,967,337 | +$844,833 | $12.88 | 8 |
| 2024 Q3 | 87,050 | $1,044,937 | -$98,408 | $11.97 | 8 |
| 2024 Q2 | 66,656 | $743,422 | +$201,914 | $11.16 | 9 |
| 2024 Q1 | 48,561 | $561,200 | +$89,646 | $11.55 | 8 |
| 2023 Q4 | 40,280 | $449,063 | -$103,597 | $11.16 | 6 |
| 2023 Q3 | 48,228 | $614,534 | +$96,887 | $12.75 | 6 |
| 2023 Q2 | 40,093 | $504,052 | -$3,897,455 | $12.56 | 6 |
| 2023 Q1 | 323,580 | $4,413,576 | +$257,554 | $13.64 | 7 |
| 2022 Q4 | 304,114 | $3,538,788 | -$326,104 | $11.64 | 5 |
| 2022 Q3 | 334,255 | $2,895,000 | -$396,985 | $8.65 | 6 |
| 2022 Q2 | 379,320 | $3,496,000 | -$283,992 | $9.22 | 5 |
| 2022 Q1 | 408,584 | $4,677,000 | -$377,468 | $11.77 | 7 |
| 2021 Q4 | 439,507 | $5,855,000 | +$241,492 | $13.57 | 7 |
| 2021 Q3 | 420,268 | $5,571,000 | -$2,225,150 | $13.25 | 8 |
| 2021 Q2 | 587,109 | $7,655,000 | -$36,878,216 | $13.02 | 8 |
| 2021 Q1 | 3,482,856 | $44,371,000 | -$1,215,172 | $12.73 | 8 |
| 2020 Q4 | 3,501,348 | $40,470,000 | -$670,969 | $11.56 | 7 |
| 2020 Q3 | 3,481,799 | $29,389,000 | -$1,419,604 | $8.51 | 7 |
| 2020 Q2 | 3,531,249 | $29,363,000 | +$1,238,604 | $8.31 | 9 |