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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 21,929 | $45.0K | 0.00% | +1,282+6.2% | 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 |
| Advisory Services Network, LLC | 20,797 | $43.0K | 0.00% | +2,966+16.6% | Added |
| 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 |
| 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 |
| Pinnacle Wealth Planning Services, Inc. | 19,621 | $40.0K | 0.01% | +19,621 | New |
| JJJ Advisors Inc. | 18,207 | $37.0K | 0.01% | +14,947+458.5% | Added |
| JustInvest LLC | 15,943 | $33.0K | 0.00% | +15,943 | 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 |
| 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 |
| Spears Abacus Advisors LLC | 14,075 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dumac, Inc. | 14,000 | $29.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Parallel Advisors, LLC | 11,032 | $23.0K | 0.00% | −1,691−13.3% | 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 |
| Atlas Capital Advisors LLC | 10,700 | $21.9K | 0.00% | −1,760−14.1% | 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 |
| US Bancorp | 7,876 | $17.0K | 0.00% | −41,502−84.0% | Reduced |
| 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 |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,869 | $14.1K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 5,200 | $11.0K | 0.00% | −71,880−93.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,710 | $9.66K | 0.00% | −212,865−97.8% | Reduced |
| Hantz Financial Services, Inc. | 4,455 | $9.00K | 0.00% | −488,952−99.1% | Reduced |
| Lindbrook Capital, LLC | 4,057 | $8.00K | 0.00% | +1,417+53.7% | Added |
| State of Wyoming | 2,860 | $6.00K | 0.00% | +82+3.0% | Added |
| Creative Financial Designs Inc | 2,460 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,990 | $4.00K | 0.00% | −2,977−59.9% | Reduced |
| Financial Perspectives, Inc | 1,770 | $3.63K | 0.00% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 1,000 | $2.00K | 0.00% | +615+159.7% | Added |
| 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 |
| American Portfolios Advisors | 120 | $246 | 0.00% | −11,446−99.0% | Reduced |
| Raffa Wealth Management, LLC | 42 | $86 | 0.00% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold out |
| Davis Selected Advisers | 0 | $0 | 0.00% | −106,357,379−100.0% | Sold out |
| Sustainable Growth Advisers, LP | 0 | $0 | 0.00% | −35,540,799−100.0% | Sold out |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −20,704,802−100.0% | Sold out |
| Brilliance Asset Management Ltd | 0 | $0 | 0.00% | −20,203,911−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −19,213,639−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −16,533,516−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −12,710,430−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −11,331,610−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −10,207,907−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −9,556,656−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −7,354,287−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,064,047−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −6,669,182−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −6,634,114−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,500,000−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −5,200,170−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,916,469−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −4,286,090−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −4,206,290−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,456,176−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −3,279,000−100.0% | Sold out |
| Kayak Investment Partners LLC | 0 | $0 | 0.00% | −3,244,483−100.0% | Sold out |
| Zeal Asset Management Ltd | 0 | $0 | 0.00% | −2,915,631−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −2,651,350−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −2,608,000−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,200,625−100.0% | Sold out |