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, Q2 2021
Institutional positions in New Oriental Education & Technology Group Inc. as of Jun 30, 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
- 398
- −34 vs. Q1 2021
- Shares held
- 1.21B
- −81.9M (−6.3%) vs. Q1 2021
- Total value
- $9.90B
- −$8.18B (−45.2%) vs. Q1 2021
- New holders
- 63
- 163 more added
- Sold out
- 97
- 124 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 168 | $2.24B |
| Q1 2026 | 179 | $2.91B |
| Q4 2025 | 166 | $2.92B |
| Q3 2025 | 155 | $2.60B |
| Q2 2025 | 167 | $2.96B |
| Q1 2025 | 167 | $3.06B |
| Q4 2024 | 205 | $4.14B |
| Q3 2024 | 217 | $4.93B |
| Q2 2024 | 230 | $5.06B |
| Q1 2024 | 256 | $5.54B |
| Q4 2023 | 237 | $4.47B |
| Q3 2023 | 191 | $3.73B |
| Q2 2023 | 178 | $2.56B |
| Q1 2023 | 177 | $2.63B |
| Q4 2022 | 184 | $2.35B |
| Q3 2022 | 155 | $1.92B |
| Q2 2022 | 153 | $1.58B |
| Q1 2022 | 194 | $1.08B |
| Q4 2021 | 247 | $2.08B |
| Q3 2021 | 273 | $1.88B |
| Q2 2021 | 398 | $9.90B |
| Q1 2021 | 438 | $18.2B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 109 | $0 | 0.00% | −311−74.0% | Reduced |
| Atticus Wealth Management, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $344 | 0.00% | +2+5.0% | Added |
| Fieldpoint Private Securities, LLC | 300 | $1.00K | 0.00% | −1,830−85.9% | Reduced |
| Earnest Partners LLC | 180 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 170 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 170 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 113 | $1.00K | 0.00% | +43+61.4% | Added |
| Hexagon Capital Partners LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 173 | $1.00K | 0.00% | +173 | New |
| Financial Management Professionals, Inc. | 90 | $1.00K | 0.00% | +90 | New |
| PrairieView Partners, LLC | 70 | $1.00K | 0.00% | +70 | New |
| Global Retirement Partners, LLC | 278 | $2.00K | 0.00% | +98+54.4% | Added |
| Brown Brothers Harriman & Co | 330 | $3.00K | 0.00% | −6,460−95.1% | Reduced |
| FourThought Financial, LLC | 385 | $3.00K | 0.00% | −1,780−82.2% | Reduced |
| Oakworth Capital, Inc. | 650 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 620 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 595 | $5.00K | 0.00% | +595 | New |
| Enterprise Financial Services Corp | 680 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 687 | $6.00K | 0.00% | −43−5.9% | Reduced |
| Private Capital Group, LLC | 814 | $7.00K | 0.00% | +204+33.4% | Added |
| Proequities, Inc. | 1,020 | $8.00K | 0.00% | −3,238−76.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,026 | $8.00K | 0.00% | +274+36.4% | Added |
| AGF Investments America Inc. | 949 | $8.00K | 0.00% | +789+493.1% | Added |
| Wealth Quarterback LLC | 1,200 | $10.0K | 0.01% | +1,200 | New |
| Cullen/Frost Bankers, Inc. | 1,320 | $11.0K | 0.00% | +1,320 | New |
| JFS Wealth Advisors, LLC | 1,340 | $11.0K | 0.00% | +1,340 | New |
| CenterStar Asset Management, LLC | – | $11.0K | 0.01% | – | New |
| Investors Research Corp | 1,440 | $12.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $12.0K | 0.00% | +1,500 | New |
| Cedar Mountain Advisors, LLC | 1,527 | $13.0K | 0.00% | +571+59.7% | Added |
| Financial Perspectives, Inc | 1,770 | $14.5K | 0.01% | −23,010−92.9% | Reduced |
| CWM, LLC | 1,889 | $15.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,453 | $20.0K | 0.00% | −342−12.2% | Reduced |
| Creative Financial Designs Inc | 2,460 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,564 | $21.0K | 0.00% | −136−5.0% | Reduced |
| Lindbrook Capital, LLC | 2,640 | $22.0K | 0.00% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 2,820 | $23.0K | 0.00% | −1,321,520−99.8% | Reduced |
| State of Wyoming | 2,778 | $23.0K | 0.01% | −5,432−66.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,960 | $24.0K | 0.00% | +2,500+543.5% | Added |
| Spire Wealth Management | 3,049 | $25.0K | 0.00% | −7,457−71.0% | Reduced |
| Rosenberg Matthew Hamilton | 3,030 | $25.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,260 | $27.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 181 | $27.0K | 0.01% | −1,629−90.0% | Reduced |
| Captrust Financial Advisors | 3,494 | $29.0K | 0.00% | −2,066−37.2% | Reduced |
| Wolff Wiese Magana LLC | 3,993 | $33.0K | 0.02% | +2,161+118.0% | Added |
| First Horizon Advisors, Inc. | 4,124 | $34.0K | 0.00% | +97+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 4,700 | $38.0K | 0.00% | −2,320−33.0% | Reduced |
| Harbour Investments, Inc. | 4,967 | $41.0K | 0.00% | +239+5.1% | Added |
| Quadrant Capital Group LLC | 6,203 | $51.0K | 0.01% | −972−13.5% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,869 | $56.3K | 0.01% | +6,869 | New |
| Sargent Bickham Lagudis LLC | 7,310 | $60.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7,573 | $62.0K | 0.03% | +7,573 | New |
| Stonebridge Capital Advisors LLC | 8,000 | $66.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,840 | $81.0K | 0.00% | +171+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,011 | $82.0K | 0.00% | −6,038−37.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,352 | $85.0K | 0.01% | +10,352 | New |
| Baker Tilly Wealth Management, LLC | 10,485 | $86.0K | 0.01% | +10,485 | New |
| NinePointTwo Capital | 10,740 | $87.0K | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 10,730 | $88.0K | 0.00% | +10,730 | New |
| Amussen Hunsaker Associates LLC | 11,497 | $93.0K | 0.03% | +11,497 | New |
| American Portfolios Advisors | 11,566 | $94.7K | 0.00% | +4,505+63.8% | Added |
| Pinebridge Investments, L.P. | 11,543 | $95.0K | 0.00% | −567−4.7% | Reduced |
| Axiom Financial Strategies, LLC | 11,659 | $95.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 11,700 | $96.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 12,266 | $100.0K | 0.01% | +12,266 | New |
| Tower Research Capital LLC (TRC) | 12,290 | $101.0K | 0.00% | +9,207+298.6% | Added |
| Commonwealth Equity Services, LLC | 12,390 | $101.0K | 0.00% | +12,390 | New |
| Atlas Capital Advisors LLC | 12,460 | $102.0K | 0.02% | −9,760−43.9% | Reduced |
| Colony Group LLC | 12,525 | $103.0K | 0.00% | −111,729−89.9% | Reduced |
| Parallel Advisors, LLC | 12,723 | $104.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,180 | $108.0K | 0.00% | −3,496,510−99.6% | Reduced |
| Toronto Dominion Bank | 13,175 | $108.0K | 0.00% | +6,117+86.7% | Added |
| NEXT Financial Group, Inc | 13,500 | $111.0K | 0.01% | +9,500+237.5% | Added |
| Rockefeller Capital Management L.P. | 13,865 | $113.0K | 0.00% | −178,186−92.8% | Reduced |
| David J Yvars Group | 13,800 | $113.0K | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 14,002 | $115.0K | 0.00% | −23,935−63.1% | Reduced |
| Spears Abacus Advisors LLC | 14,075 | $115.0K | 0.01% | +14,075 | New |
| Dumac, Inc. | 14,000 | $115.0K | 0.13% | +14,000 | New |
| Rafferty Asset Management, LLC | 14,984 | $123.0K | 0.00% | −2,146−12.5% | Reduced |
| Cabot Wealth Management Inc | 15,030 | $123.0K | 0.02% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $123.0K | 0.06% | +15,000 | New |
| Campbell & CO Investment Adviser LLC | 15,100 | $124.0K | 0.05% | +15,100 | New |
| Pictet & Cie (Europe) SA | 15,858 | $130.0K | 0.00% | +15,858 | New |
| regents capital Ltd | 60,000 | $130.0K | 0.20% | +60,000 | New |
| Migdal Insurance & Financial Holdings Ltd. | 16,520 | $137.0K | 0.00% | 00.0% | Unchanged |
| Vontobel Swiss Wealth Advisors AG | 16,715 | $137.0K | 0.07% | +16,715 | New |
| Old National Bancorp | 16,801 | $138.0K | 0.01% | −2,879−14.6% | Reduced |
| Financial Counselors Inc | 17,376 | $142.0K | 0.00% | −1,264−6.8% | Reduced |
| ExodusPoint Capital Management, LP | 17,600 | $144.0K | 0.00% | +17,600 | New |
| Advisory Services Network, LLC | 17,831 | $146.0K | 0.00% | +17,831 | New |
| Brinker Capital Investments, LLC | 19,188 | $157.0K | 0.00% | −76,451−79.9% | Reduced |
| Tobam | 19,124 | $157.0K | 0.01% | +19,124 | New |
| Clear Street Markets LLC | 19,950 | $163.0K | 0.03% | +19,950 | New |
| Neuberger Berman Group LLC | 20,187 | $165.0K | 0.00% | −86,508−81.1% | Reduced |
| Advisors Asset Management, Inc. | 20,647 | $169.0K | 0.00% | +3,236+18.6% | Added |
| BBVA USA | 21,015 | $173.0K | 0.01% | +21,015 | New |