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, Q3 2021
Institutional positions in New Oriental Education & Technology Group Inc. as of Sep 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
- 273
- −119 vs. Q2 2021
- Shares held
- 915.6M
- −283.1M (−23.6%) vs. Q2 2021
- Total value
- $1.88B
- −$7.92B (−80.8%) vs. Q2 2021
- New holders
- 53
- 77 more added
- Sold out
- 172
- 111 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 80 | $0 | 0.00% | −17,581,850−100.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −2,452−100.0% | Reduced |
| Earnest Partners LLC | 180 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 70 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $0 | 0.00% | −40−50.0% | Reduced |
| Hexagon Capital Partners LLC | 110 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 334 | $0 | 0.00% | +225+206.4% | Added |
| Point72 Asset Management, L.P. | 100 | $0 | 0.00% | +100 | New |
| Glassman Wealth Services | 83 | $0 | 0.00% | +83 | New |
| Key Financial Inc | 160 | $0 | 0.00% | +160 | New |
| Raffa Wealth Management, LLC | 42 | $86 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 120 | $246 | 0.00% | −11,446−99.0% | Reduced |
| Capital Advisors, Ltd. LLC | 620 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 590 | $1.00K | 0.00% | +590 | New |
| Capital Analysts, LLC | 532 | $1.00K | 0.00% | +532 | New |
| Meridian Wealth Partners, LLC | 571 | $1.00K | 0.00% | +571 | New |
| FourThought Financial, LLC | 1,000 | $2.00K | 0.00% | +615+159.7% | Added |
| BBVA USA | 1,579 | $3.00K | 0.00% | −19,436−92.5% | Reduced |
| Pinebridge Investments, L.P. | 1,230 | $3.00K | 0.00% | −10,313−89.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,460 | $3.00K | 0.00% | −1,500−50.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,320 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,770 | $3.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,990 | $4.00K | 0.00% | −2,977−59.9% | Reduced |
| Creative Financial Designs Inc | 2,460 | $5.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,860 | $6.00K | 0.00% | +82+3.0% | Added |
| Lindbrook Capital, LLC | 4,057 | $8.00K | 0.00% | +1,417+53.7% | Added |
| Hantz Financial Services, Inc. | 4,455 | $9.00K | 0.00% | −488,952−99.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,710 | $9.66K | 0.00% | −212,865−97.8% | Reduced |
| Daiwa Securities Group Inc. | 5,200 | $11.0K | 0.00% | −71,880−93.3% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,869 | $14.1K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 7,464 | $15.0K | 0.00% | −5,711−43.3% | Reduced |
| Sargent Bickham Lagudis LLC | 7,310 | $15.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,876 | $17.0K | 0.00% | −41,502−84.0% | Reduced |
| Greenleaf Trust | 10,292 | $21.0K | 0.00% | −33,228−76.4% | Reduced |
| Institute for Wealth Management, LLC. | 10,352 | $21.0K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 10,000 | $21.0K | 0.00% | +10,000 | New |
| Peapack Gladstone Financial Corp | 10,000 | $21.0K | 0.00% | +10,000 | New |
| Atlas Capital Advisors LLC | 10,700 | $21.9K | 0.00% | −1,760−14.1% | Reduced |
| Raymond James & Associates | 10,637 | $22.0K | 0.00% | −204,160−95.0% | Reduced |
| NEXT Financial Group, Inc | 10,500 | $22.0K | 0.00% | −3,000−22.2% | Reduced |
| NinePointTwo Capital | 10,740 | $22.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,032 | $23.0K | 0.00% | −1,691−13.3% | Reduced |
| Eaton Vance Management | 12,144 | $25.0K | 0.00% | −20,732−63.1% | Reduced |
| Rockefeller Capital Management L.P. | 12,640 | $25.0K | 0.00% | −1,225−8.8% | Reduced |
| Stephens Inc | 12,000 | $25.0K | 0.00% | +12,000 | New |
| Teacher Retirement System of Texas | 12,768 | $26.0K | 0.00% | −412−3.1% | Reduced |
| Quantamental Technologies LLC | 12,771 | $26.0K | 0.02% | +12,771 | New |
| Atom Investors LP | 12,789 | $26.0K | 0.01% | +12,789 | New |
| O'Shaughnessy Asset Management, LLC | 13,319 | $27.0K | 0.00% | −683−4.9% | Reduced |
| Ground Swell Capital, LLC | 12,983 | $27.0K | 0.12% | +12,983 | New |
| Krane Funds Advisors LLC | 13,500 | $28.0K | 0.00% | +1,800+15.4% | Added |
| Quadrant Capital Group LLC | 13,722 | $28.0K | 0.00% | +7,519+121.2% | Added |
| Spears Abacus Advisors LLC | 14,075 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dumac, Inc. | 14,000 | $29.0K | 0.05% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,281 | $31.0K | 0.00% | +15,281 | New |
| The PNC Financial Services Group, Inc. | 15,692 | $32.0K | 0.00% | −6,765−30.1% | Reduced |
| Neuberger Berman Group LLC | 17,115 | $32.0K | 0.00% | −3,072−15.2% | Reduced |
| JustInvest LLC | 15,943 | $33.0K | 0.00% | +15,943 | New |
| JJJ Advisors Inc. | 18,207 | $37.0K | 0.01% | +14,947+458.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,621 | $40.0K | 0.01% | +19,621 | New |
| Pathstone Family Office, LLC | 20,000 | $41.0K | 0.00% | −21,375−51.7% | Reduced |
| Miller Value Partners, LLC | 20,000 | $41.0K | 0.00% | +20,000 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,808 | $42.0K | 0.00% | −174,315−89.3% | Reduced |
| Zhang Financial LLC | 20,000 | $42.0K | 0.01% | +20,000 | New |
| Cerro Pacific Wealth Advisors LLC | 20,290 | $42.0K | 0.03% | +20,290 | New |
| Advisory Services Network, LLC | 20,797 | $43.0K | 0.00% | +2,966+16.6% | Added |
| Coastal Investment Advisors, Inc. | 21,490 | $44.0K | 0.01% | −351−1.6% | Reduced |
| American International Group, Inc. | 21,360 | $44.0K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 21,418 | $44.0K | 0.02% | +207+1.0% | Added |
| Advisors Asset Management, Inc. | 21,929 | $45.0K | 0.00% | +1,282+6.2% | Added |
| Schroder Investment Management Group | 19,950 | $47.0K | 0.00% | −67,498,816−100.0% | Reduced |
| Tower Research Capital LLC (TRC) | 24,172 | $50.0K | 0.00% | +11,882+96.7% | Added |
| Aurora Private Wealth, Inc. | 25,000 | $51.0K | 0.02% | +25,000 | New |
| Stifel Financial Corp | 25,510 | $52.0K | 0.00% | −454,159−94.7% | Reduced |
| Colony Group LLC | 25,702 | $53.0K | 0.00% | +13,177+105.2% | Added |
| Wetherby Asset Management Inc | 26,169 | $54.0K | 0.00% | −22,741−46.5% | Reduced |
| Janus Henderson Group PLC | 26,990 | $55.0K | 0.00% | −1,253,223−97.9% | Reduced |
| Vestcor Inc | 27,233 | $56.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 28,210 | $57.0K | 0.00% | −893,956−96.9% | Reduced |
| Cigna Investments Inc | 27,640 | $57.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 28,487 | $58.0K | 0.00% | +18,647+189.5% | Added |
| Cresset Asset Management, LLC | 29,385 | $60.0K | 0.00% | +7,428+33.8% | Added |
| Independent Advisor Alliance | 30,887 | $63.0K | 0.00% | −6,375−17.1% | Reduced |
| Centiva Capital, LP | 31,226 | $64.0K | 0.01% | +31,226 | New |
| First Republic Investment Management, Inc. | 32,250 | $66.0K | 0.00% | −207,596−86.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,524 | $67.0K | 0.00% | −26,351−44.8% | Reduced |
| CIBC Asset Management Inc | 33,172 | $68.0K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 33,248 | $68.0K | 0.01% | +33,248 | New |
| Distillate Capital Partners LLC | 33,497 | $68.0K | 0.02% | +33,497 | New |
| Prelude Capital Management, LLC | 33,741 | $69.0K | 0.00% | −130,917−79.5% | Reduced |
| Vident Investment Advisory, LLC | 33,497 | $69.0K | 0.00% | +33,497 | New |
| Envestnet Asset Management Inc | 34,518 | $71.0K | 0.00% | −517,539−93.7% | Reduced |
| Jump Financial, LLC | 35,056 | $72.0K | 0.01% | −126,636−78.3% | Reduced |
| Stratos Wealth Partners, LTD. | 37,140 | $76.0K | 0.00% | −5,559−13.0% | Reduced |
| Toroso Investments, LLC | 38,590 | $79.0K | 0.00% | −6,809−15.0% | Reduced |
| Blair William & Co | 43,392 | $89.0K | 0.00% | +21,152+95.1% | Added |
| Balyasny Asset Management LLC | 46,828 | $96.0K | 0.00% | −1,154,352−96.1% | Reduced |