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, Q4 2021
Institutional positions in New Oriental Education & Technology Group Inc. as of Dec 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
- 247
- −22 vs. Q3 2021
- Shares held
- 990.8M
- +75.9M (+8.3%) vs. Q3 2021
- Total value
- $2.08B
- +$205.3M (+10.9%) vs. Q3 2021
- New holders
- 42
- 78 more added
- Sold out
- 64
- 86 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 60 | $0 | 0.00% | −20−25.0% | Reduced |
| Earnest Partners LLC | 180 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 155 | $0 | 0.00% | +72+86.7% | Added |
| Sound Income Strategies, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 160 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 110 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $88 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 320 | $672 | 0.00% | +200+166.7% | Added |
| State of Wyoming | 324 | $1.00K | 0.00% | −2,536−88.7% | Reduced |
| Parkside Financial Bank & Trust | 590 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 620 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 504 | $1.00K | 0.00% | +504 | New |
| Rockefeller Capital Management L.P. | 1,379 | $2.00K | 0.00% | −11,261−89.1% | Reduced |
| Cambridge Trust Co | 1,010 | $2.00K | 0.00% | +1,010 | New |
| Captrust Financial Advisors | 760 | $2.00K | 0.00% | +760 | New |
| EverSource Wealth Advisors, LLC | 896 | $2.00K | 0.00% | +896 | New |
| Fortitude Advisory Group L.L.C. | 1,240 | $3.00K | 0.00% | +1,240 | New |
| CoreCap Advisors, LLC | 2,080 | $4.00K | 0.00% | +2,080 | New |
| Hartford Financial Management Inc. | 2,175 | $5.00K | 0.00% | +2,175 | New |
| Hantz Financial Services, Inc. | 2,988 | $6.00K | 0.00% | −1,467−32.9% | Reduced |
| CWM, LLC | 2,761 | $6.00K | 0.00% | +2,761 | New |
| Federation des caisses Desjardins du Quebec | 4,000 | $8.40K | 0.00% | −710−15.1% | Reduced |
| Eaton Vance Management | 5,543 | $11.0K | 0.00% | −6,601−54.4% | Reduced |
| Daiwa Securities Group Inc. | 5,200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 6,869 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 7,310 | $15.0K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 10,740 | $22.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 11,071 | $23.0K | 0.01% | −1,700−13.3% | Reduced |
| Ballentine Partners, LLC | 10,859 | $23.0K | 0.00% | +10,859 | New |
| Veriti Management LLC | 10,805 | $23.0K | 0.00% | +10,805 | New |
| Neuberger Berman Group LLC | 13,315 | $24.0K | 0.00% | −3,800−22.2% | Reduced |
| Lindbrook Capital, LLC | 11,665 | $24.0K | 0.00% | +7,608+187.5% | Added |
| Schroder Investment Management Group | 12,509 | $26.0K | 0.00% | −7,441−37.3% | Reduced |
| Krane Funds Advisors LLC | 12,600 | $26.0K | 0.00% | −900−6.7% | Reduced |
| ProVise Management Group, LLC | 12,500 | $26.0K | 0.00% | +12,500 | New |
| Aigen Investment Management, LP | 12,221 | $27.0K | 0.00% | +12,221 | New |
| Ethic Inc. | 12,853 | $27.0K | 0.00% | +12,853 | New |
| Vestcor Inc | 13,466 | $28.0K | 0.00% | −13,767−50.6% | Reduced |
| Advisor Group Holdings, Inc. | 13,516 | $29.0K | 0.00% | −71,662−84.1% | Reduced |
| PDS Planning, Inc | 13,642 | $29.0K | 0.01% | +13,642 | New |
| Coastal Investment Advisors, Inc. | 14,990 | $31.0K | 0.01% | −6,500−30.2% | Reduced |
| Icapital Wealth LLC | 16,659 | $35.0K | 0.01% | +16,659 | New |
| Candriam Luxembourg S.C.A. | 17,150 | $36.0K | 0.00% | −410,704−96.0% | Reduced |
| Advisors Asset Management, Inc. | 19,399 | $40.7K | 0.00% | −2,530−11.5% | Reduced |
| Sequoia Financial Advisors, LLC | 19,344 | $41.0K | 0.00% | +19,344 | New |
| Zhang Financial LLC | 20,000 | $42.0K | 0.01% | 00.0% | Unchanged |
| Miller Value Partners, LLC | 20,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 20,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,550 | $43.0K | 0.00% | −247−1.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 20,290 | $43.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 20,288 | $43.0K | 0.00% | +9,256+83.9% | Added |
| American International Group, Inc. | 21,360 | $45.0K | 0.00% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 22,148 | $46.0K | 0.00% | −52,583−70.4% | Reduced |
| DGS Capital Management, LLC | 21,888 | $46.0K | 0.03% | +21,888 | New |
| Aurora Private Wealth, Inc. | 24,000 | $50.0K | 0.02% | −1,000−4.0% | Reduced |
| Alliancebernstein L.P. | 24,280 | $51.0K | 0.00% | +24,280 | New |
| Raymond James Financial Services Advisors, Inc. | 25,337 | $53.0K | 0.00% | −7,187−22.1% | Reduced |
| Tower Research Capital LLC (TRC) | 25,221 | $53.0K | 0.00% | +1,049+4.3% | Added |
| Independent Advisor Alliance | 25,853 | $54.0K | 0.00% | −5,034−16.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,770 | $54.0K | 0.00% | +4,962+23.8% | Added |
| Janus Henderson Group PLC | 26,990 | $57.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 27,640 | $58.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 28,415 | $60.0K | 0.02% | +10,208+56.1% | Added |
| National Pension Service | 29,258 | $61.0K | 0.00% | +29,258 | New |
| First Republic Investment Management, Inc. | 29,689 | $62.0K | 0.00% | −2,561−7.9% | Reduced |
| CIBC Asset Management Inc | 30,108 | $63.0K | 0.00% | −3,064−9.2% | Reduced |
| The PNC Financial Services Group, Inc. | 30,109 | $63.0K | 0.00% | +14,417+91.9% | Added |
| Quadrant Capital Group LLC | 30,606 | $64.0K | 0.01% | +16,884+123.0% | Added |
| Jaffetilchin Investment Partners, LLC | 33,248 | $70.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 48,356 | $71.0K | 0.00% | −2,025−4.0% | Reduced |
| Desjardins Global Asset Management Inc. | 34,925 | $73.0K | 0.01% | +34,925 | New |
| Two Sigma Securities, LLC | 35,593 | $75.0K | 0.01% | −378,171−91.4% | Reduced |
| Squarepoint Ops LLC | 36,400 | $76.0K | 0.00% | −147,333−80.2% | Reduced |
| JustInvest LLC | 36,438 | $77.0K | 0.00% | +20,495+128.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 37,619 | $79.0K | 0.02% | +17,998+91.7% | Added |
| US Bancorp | 38,204 | $81.0K | 0.00% | +30,328+385.1% | Added |
| Royal Bank of Canada | 38,916 | $83.0K | 0.00% | +10,706+38.0% | Added |
| Northwestern Mutual Wealth Management Co | 40,523 | $85.0K | 0.00% | −13,550−25.1% | Reduced |
| Cubist Systematic Strategies, LLC | 42,400 | $89.0K | 0.00% | −73,400−63.4% | Reduced |
| Blair William & Co | 42,392 | $89.0K | 0.00% | −1,000−2.3% | Reduced |
| LPL Financial LLC | 42,697 | $90.0K | 0.00% | −21,031−33.0% | Reduced |
| Wolverine Trading, LLC | 46,113 | $97.0K | 0.00% | −78,639−63.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 46,500 | $98.0K | 0.08% | +46,500 | New |
| Yousif Capital Management, LLC | 48,254 | $101.0K | 0.00% | +48,254 | New |
| Centiva Capital, LP | 54,327 | $114.0K | 0.01% | +23,101+74.0% | Added |
| Wetherby Asset Management Inc | 54,237 | $114.0K | 0.01% | +28,068+107.3% | Added |
| Legacy Wealth Asset Management, LLC | 54,077 | $114.0K | 0.04% | +32,659+152.5% | Added |
| ExodusPoint Capital Management, LP | 58,214 | $122.0K | 0.00% | +6,214+12.0% | Added |
| Caxton Associates LP | 58,386 | $123.0K | 0.02% | −66,658−53.3% | Reduced |
| OneAscent Financial Services LLC | 63,859 | $134.0K | 0.26% | +63,859 | New |
| Samalin Investment Counsel, LLC | 65,367 | $137.0K | 0.08% | +13,867+26.9% | Added |
| Profund Advisors LLC | 65,614 | $138.0K | 0.00% | −24,014−26.8% | Reduced |
| Engineers Gate Manager LP | 65,725 | $138.0K | 0.01% | +65,725 | New |
| Vontobel Holding Ltd. | 66,239 | $139.0K | 0.00% | −52,902−44.4% | Reduced |
| Acadian Asset Management LLC | 67,508 | $140.0K | 0.00% | +67,508 | New |
| Signaturefd, LLC | 67,266 | $141.0K | 0.00% | +38,779+136.1% | Added |
| Springs Capital (Hong Kong) Ltd | 75,000 | $158.0K | 0.44% | +75,000 | New |
| OneAscent Wealth Management LLC | 77,790 | $163.0K | 0.41% | +77,790 | New |