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New Oriental Education & Technology Group Inc.

EDU
Exchange
NYSE
Industry
Services-Educational Services
SEC CIK
0001372920

In the last 90 days, New Oriental Education & Technology Group Inc. insiders filed 0 open-market purchases and 2 sales; 168 institutions reported holding it in 13F filings for Q2 2026, worth $2.24B in total; Southeastern Asset Management (Longleaf) is the only superinvestor holding it.

Other share classesNWOEF

13F holders, Q1 2021

Institutional positions in New Oriental Education & Technology Group Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
438
No complete 13F data for Q4 2020
Shares held
1.30B
No complete 13F data for Q4 2020
Total value
$18.2B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EDU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 438 institutions
Q1 2021: 438 institutionsQ2 2021: 398 institutionsQ3 2021: 273 institutionsQ4 2021: 247 institutionsQ1 2022: 194 institutionsQ2 2022: 153 institutionsQ3 2022: 155 institutionsQ4 2022: 184 institutionsQ1 2023: 177 institutionsQ2 2023: 178 institutionsQ3 2023: 191 institutionsQ4 2023: 237 institutionsQ1 2024: 256 institutionsQ2 2024: 230 institutionsQ3 2024: 217 institutionsQ4 2024: 205 institutionsQ1 2025: 167 institutionsQ2 2025: 167 institutionsQ3 2025: 155 institutionsQ4 2025: 166 institutionsQ1 2026: 179 institutionsQ2 2026: 168 institutions
Value heldQ1 2021: $18.2B
Q1 2021: $18.2BQ2 2021: $9.90BQ3 2021: $1.88BQ4 2021: $2.08BQ1 2022: $1.08BQ2 2022: $1.58BQ3 2022: $1.92BQ4 2022: $2.35BQ1 2023: $2.63BQ2 2023: $2.56BQ3 2023: $3.73BQ4 2023: $4.47BQ1 2024: $5.54BQ2 2024: $5.06BQ3 2024: $4.93BQ4 2024: $4.14BQ1 2025: $3.06BQ2 2025: $2.96BQ3 2025: $2.60BQ4 2025: $2.92BQ1 2026: $2.91BQ2 2026: $2.24B
Institutions holding EDU and their total value by quarter
QuarterHoldersValue
Q2 2026168$2.24B
Q1 2026179$2.91B
Q4 2025166$2.92B
Q3 2025155$2.60B
Q2 2025167$2.96B
Q1 2025167$3.06B
Q4 2024205$4.14B
Q3 2024217$4.93B
Q2 2024230$5.06B
Q1 2024256$5.54B
Q4 2023237$4.47B
Q3 2023191$3.73B
Q2 2023178$2.56B
Q1 2023177$2.63B
Q4 2022184$2.35B
Q3 2022155$1.92B
Q2 2022153$1.58B
Q1 2022194$1.08B
Q4 2021247$2.08B
Q3 2021273$1.88B
Q2 2021398$9.90B
Q1 2021438$18.2B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EDU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Trust Co of Vermont20$00.00%––
Raffa Wealth Management, LLC40$5600.00%––
Whittier Trust Co80$1.00K0.00%––
Segantii Capital Management Ltd72$1.00K0.00%––
Wealthcare Advisory Partners LLC60$1.00K0.00%––
Valeo Financial Advisors, LLC40$1.00K0.00%––
Sierra Capital LLC70$1.00K0.00%––
Avion Wealth60$1.00K0.00%––
Atticus Wealth Management, LLC60$1.00K0.00%––
Hexagon Capital Partners LLC110$1.00K0.00%––
Sound Income Strategies, LLC80$1.12K0.00%––
Financial Perspectives, Inc24,780$1.77K0.09%––
ClariVest Asset Management LLC170$2.00K0.00%––
AGF Investments America Inc.160$2.00K0.00%––
Tradewinds Capital Management, LLC150$2.00K0.00%––
Accel Wealth Management170$2.00K0.00%––
Earnest Partners LLC180$3.00K0.00%––
Global Retirement Partners, LLC180$3.00K0.00%––
Meridian Wealth Partners, LLC210$3.00K0.00%––
Jones Financial Companies LLLP280$4.00K0.00%––
Glassman Wealth Services280$4.00K0.00%––
Dorsey Wright & Associates291,681$4.08K0.05%––
Berman Capital Advisors, LLC420$5.00K0.00%––
Patriot Financial Group Insurance Agency, LLC460$6.00K0.00%––
Bellevue Asset Management, LLC418$6.00K0.00%––
Ameritas Investment Company, LLC550$7.70K0.00%––
Oakworth Capital, Inc.650$9.00K0.00%––
Capital Advisors, Ltd. LLC620$9.00K0.00%––
Private Capital Group, LLC610$9.00K0.00%––
Enterprise Financial Services Corp680$10.0K0.00%––
Farmers & Merchants Investments Inc730$10.0K0.00%––
Institutional & Family Asset Management, LLC752$11.0K0.00%––
Banco de Sabadell, S.A800$11.0K0.00%––
Lenox Wealth Advisors, LLC850$12.0K0.00%––
Cedar Mountain Advisors, LLC956$13.0K0.00%––
Prestige Wealth Management Group LLC1,000$14.0K0.00%––
CWM, LLC1,889$15.0K0.00%––
Smithfield Trust Co1,130$16.0K0.00%––
Evolution Wealth Advisors, LLC1,150$16.0K0.00%––
Investors Research Corp1,440$20.0K0.01%––
Hanson & Doremus Investment Management1,810$25.0K0.01%––
WealthShield Partners, LLC1,763$25.0K0.00%––
IronBridge Private Wealth, LLC1,770$25.0K0.02%––
Wolff Wiese Magana LLC1,832$26.0K0.02%––
Cowa, LLC1,940$29.0K0.02%––
Fieldpoint Private Securities, LLC2,130$30.0K0.01%––
FourThought Financial, LLC2,165$30.0K0.00%––
Ci Investments Inc.2,220$31.0K0.00%––
Creative Financial Designs Inc2,460$34.0K0.01%––
Lindbrook Capital, LLC2,640$37.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich2,700$38.0K0.00%––
Huntington National Bank2,795$39.0K0.00%––
Rosenberg Matthew Hamilton3,030$42.0K0.02%––
Tower Research Capital LLC (TRC)3,083$43.0K0.00%––
Credit Agricole S A3,140$44.0K0.00%––
JJJ Advisors Inc.3,260$46.0K0.02%––
First Horizon Advisors, Inc.4,027$56.0K0.00%––
NEXT Financial Group, Inc4,000$56.0K0.00%––
Proequities, Inc.4,258$60.0K0.00%––
Harbour Investments, Inc.4,728$66.0K0.00%––
Captrust Financial Advisors5,560$78.0K0.00%––
Brown Brothers Harriman & Co6,790$95.0K0.00%––
Northwestern Mutual Wealth Management Co7,020$98.0K0.00%––
American Portfolios Advisors7,061$98.9K0.00%––
Toronto Dominion Bank7,058$99.0K0.00%––
Quadrant Capital Group LLC7,175$100.0K0.02%––
Sargent Bickham Lagudis LLC7,310$102.0K0.01%––
Sycomore Asset Management7,403$102.0K0.02%––
Stonebridge Capital Advisors LLC8,000$112.0K0.01%––
State of Wyoming8,210$115.0K0.19%––
180 Wealth Advisors, LLC11,310$126.0K0.03%––
Signaturefd, LLC9,669$135.0K0.01%––
Geneos Wealth Management Inc.9,011$137.0K0.00%––
Henshaw Capital LLC10,358$145.0K0.01%––
Sompo Asset Management Co., Ltd.10,630$149.0K0.03%––
NinePointTwo Capital10,740$150.0K0.06%––
Spire Wealth Management10,506$155.0K0.00%––
Axiom Financial Strategies, LLC11,659$163.0K0.08%––
Krane Funds Advisors LLC11,700$164.0K0.01%––
Pinebridge Investments, L.P.12,110$170.0K0.00%––
Janney Montgomery Scott LLC12,209$171.0K0.00%––
Stratos Wealth Partners, LTD.12,313$172.0K0.00%––
Shilanski & Associates, Inc.12,266$172.0K0.09%––
Parallel Advisors, LLC12,723$178.0K0.01%––
American Beacon Advisors, Inc.12,770$179.0K7.66%––
Clarus Wealth Advisors12,639$186.0K0.12%––
Wealthspire Advisors, LLC13,384$187.0K0.00%––
Dodge & Cox13,600$190.0K0.00%––
Perigon Wealth Management, LLC13,550$190.0K0.02%––
David J Yvars Group13,800$193.0K0.12%––
Blair William & Co14,761$207.0K0.00%––
Mercer Global Advisors Inc14,841$208.0K0.00%––
Cabot Wealth Management Inc15,030$210.0K0.03%––
QCM Cayman, Ltd.15,131$212.0K0.64%––
Wealth Management Associates, Inc.15,280$213.9K0.14%––
Jupiter Asset Management Ltd15,425$216.0K0.00%––
OneAscent Wealth Management LLC16,016$224.0K0.10%––
Cambridge Investment Research Advisors, Inc.16,049$225.0K0.00%––
Wrapmanager Inc16,325$229.0K0.06%––
Migdal Insurance & Financial Holdings Ltd.16,520$231.0K0.00%––