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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 19,950 | $163.0K | 0.03% | +19,950 | 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 |
| Advisory Services Network, LLC | 17,831 | $146.0K | 0.00% | +17,831 | New |
| ExodusPoint Capital Management, LP | 17,600 | $144.0K | 0.00% | +17,600 | New |
| Financial Counselors Inc | 17,376 | $142.0K | 0.00% | −1,264−6.8% | Reduced |
| Old National Bancorp | 16,801 | $138.0K | 0.01% | −2,879−14.6% | Reduced |
| 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 |
| 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 |
| Campbell & CO Investment Adviser LLC | 15,100 | $124.0K | 0.05% | +15,100 | 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 |
| 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 |
| 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 |
| NEXT Financial Group, Inc | 13,500 | $111.0K | 0.01% | +9,500+237.5% | Added |
| 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 |
| Parallel Advisors, LLC | 12,723 | $104.0K | 0.00% | 00.0% | Unchanged |
| Colony Group LLC | 12,525 | $103.0K | 0.00% | −111,729−89.9% | Reduced |
| Atlas Capital Advisors LLC | 12,460 | $102.0K | 0.02% | −9,760−43.9% | Reduced |
| 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 |
| Veriti Management LLC | 12,266 | $100.0K | 0.01% | +12,266 | New |
| Krane Funds Advisors LLC | 11,700 | $96.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| American Portfolios Advisors | 11,566 | $94.7K | 0.00% | +4,505+63.8% | Added |
| Amussen Hunsaker Associates LLC | 11,497 | $93.0K | 0.03% | +11,497 | New |
| Nissay Asset Management Corp | 10,730 | $88.0K | 0.00% | +10,730 | New |
| NinePointTwo Capital | 10,740 | $87.0K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,485 | $86.0K | 0.01% | +10,485 | New |
| Institute for Wealth Management, LLC. | 10,352 | $85.0K | 0.01% | +10,352 | New |
| Cambridge Investment Research Advisors, Inc. | 10,011 | $82.0K | 0.00% | −6,038−37.6% | Reduced |
| Signaturefd, LLC | 9,840 | $81.0K | 0.00% | +171+1.8% | Added |
| Stonebridge Capital Advisors LLC | 8,000 | $66.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7,573 | $62.0K | 0.03% | +7,573 | New |
| Sargent Bickham Lagudis LLC | 7,310 | $60.0K | 0.00% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,869 | $56.3K | 0.01% | +6,869 | New |
| Quadrant Capital Group LLC | 6,203 | $51.0K | 0.01% | −972−13.5% | Reduced |
| Harbour Investments, Inc. | 4,967 | $41.0K | 0.00% | +239+5.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,700 | $38.0K | 0.00% | −2,320−33.0% | Reduced |
| First Horizon Advisors, Inc. | 4,124 | $34.0K | 0.00% | +97+2.4% | Added |
| Wolff Wiese Magana LLC | 3,993 | $33.0K | 0.02% | +2,161+118.0% | Added |
| Captrust Financial Advisors | 3,494 | $29.0K | 0.00% | −2,066−37.2% | Reduced |
| 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 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 2,960 | $24.0K | 0.00% | +2,500+543.5% | Added |
| 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 |
| Lindbrook Capital, LLC | 2,640 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 2,564 | $21.0K | 0.00% | −136−5.0% | Reduced |
| 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 |
| CWM, LLC | 1,889 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,770 | $14.5K | 0.01% | −23,010−92.9% | Reduced |
| Cedar Mountain Advisors, LLC | 1,527 | $13.0K | 0.00% | +571+59.7% | Added |
| 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 |
| 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 |
| Wealth Quarterback LLC | 1,200 | $10.0K | 0.01% | +1,200 | New |
| 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 |
| Private Capital Group, LLC | 814 | $7.00K | 0.00% | +204+33.4% | Added |
| 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 |
| 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 |
| 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 |
| Global Retirement Partners, LLC | 278 | $2.00K | 0.00% | +98+54.4% | 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 |
| Raffa Wealth Management, LLC | 42 | $344 | 0.00% | +2+5.0% | Added |
| Berman Capital Advisors, LLC | 109 | $0 | 0.00% | −311−74.0% | Reduced |
| Atticus Wealth Management, LLC | 60 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | – | – | +1 | New |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −25,032,390−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −22,844,964−100.0% | Sold out |