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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 523,885 | $1.06M | 0.00% | +113,205+27.6% | Added |
| Parametrica Management Ltd | 504,848 | $1.06M | 1.05% | −260.0% | Reduced |
| American Century Companies Inc | 479,016 | $1.01M | 0.00% | +313,730+189.8% | Added |
| Alden Global Capital LLC | 477,450 | $1.00M | 2.49% | +477,450 | New |
| Mitsubishi UFJ Trust & Banking Corp | 462,520 | $971.0K | 0.00% | −632,509−57.8% | Reduced |
| Davy Global Fund Management Ltd | 421,024 | $884.0K | 0.14% | +19,039+4.7% | Added |
| Alberta Investment Management Corp | 402,300 | $845.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 388,410 | $816.0K | 0.00% | −1,862−0.5% | Reduced |
| Shell Asset Management Co | 385,900 | $810.0K | 0.02% | −89,400−18.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 383,295 | $805.0K | 0.45% | +383,295 | New |
| E Fund Management Co., Ltd. | 383,295 | $805.0K | 0.03% | +383,295 | New |
| Balyasny Asset Management LLC | 364,091 | $765.0K | 0.00% | +317,263+677.5% | Added |
| First Trust Advisors LP | 351,290 | $738.0K | 0.00% | +252,672+256.2% | Added |
| Simplex Trading, LLC | 335,010 | $703.0K | 0.02% | −37,928−10.2% | Reduced |
| Quantitative Investment Management, LLC | 302,166 | $634.0K | 0.09% | −617,267−67.1% | Reduced |
| Formula Growth Ltd | 300,000 | $630.0K | 0.11% | +300,000 | New |
| HRT Financial LP | 295,749 | $621.0K | 0.00% | +295,749 | New |
| Manufacturers Life Insurance Company, The | 268,500 | $564.0K | 0.00% | −12,500−4.4% | Reduced |
| M&G Investment Management Ltd | 273,015 | $546.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 259,660 | $545.0K | 0.00% | −430−0.2% | Reduced |
| Bank of Montreal | 243,228 | $514.0K | 0.00% | −351,791−59.1% | Reduced |
| Gulf International Bank (UK) Ltd | 243,200 | $510.0K | 0.01% | 00.0% | Unchanged |
| GMT Capital Corp | 240,720 | $506.0K | 0.04% | +240,720 | New |
| RBF Capital, LLC | 230,045 | $483.0K | 0.03% | −550,155−70.5% | Reduced |
| Russell Investments Group, Ltd. | 222,064 | $465.0K | 0.00% | −3,314−1.5% | Reduced |
| Standard Life Aberdeen plc | 216,665 | $455.0K | 0.00% | +11,638+5.7% | Added |
| Caption Management, LLC | 215,000 | $452.0K | 0.03% | −314,500−59.4% | Reduced |
| Asset Management One Co.,Ltd. | 226,974 | $431.0K | 0.00% | +35,191+18.3% | Added |
| Matthews International Capital Management LLC | 201,800 | $424.0K | 0.04% | −22,900−10.2% | Reduced |
| Panagora Asset Management Inc | 191,825 | $403.0K | 0.00% | 00.0% | Unchanged |
| Unison Advisors LLC | 180,000 | $378.0K | 0.09% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 162,900 | $342.0K | 0.00% | +50,200+44.5% | Added |
| Thrivent Financial for Lutherans | 160,016 | $336.0K | 0.00% | +19,176+13.6% | Added |
| Voya Investment Management LLC | 158,705 | $333.0K | 0.00% | −8,229−4.9% | Reduced |
| Investment Management Corp of Ontario | 157,873 | $332.0K | 0.02% | +157,873 | New |
| Banque Cantonale Vaudoise | 154,850 | $325.0K | 0.01% | −7,770−4.8% | Reduced |
| Bluefin Capital Management, LLC | 135,400 | $284.0K | 0.02% | −283,000−67.6% | Reduced |
| Farallon Capital Management, L.L.C. | 130,000 | $273.0K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 117,348 | $246.0K | 0.02% | +43,841+59.6% | Added |
| Ensign Peak Advisors, Inc | 113,250 | $238.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 112,523 | $236.0K | 0.00% | +7,400+7.0% | Added |
| Ameriprise Financial Inc | 111,893 | $234.0K | 0.00% | −11,244−9.1% | Reduced |
| Nomura Asset Management Co Ltd | 109,400 | $229.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 103,880 | $218.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 114,029 | $216.0K | 0.00% | −4,728−4.0% | Reduced |
| Cutler Group LP | 90,105 | $189.0K | 0.01% | −107,350−54.4% | Reduced |
| Envestnet Asset Management Inc | 78,852 | $166.0K | 0.00% | +44,334+128.4% | Added |
| OneAscent Wealth Management LLC | 77,790 | $163.0K | 0.41% | +77,790 | New |
| Springs Capital (Hong Kong) Ltd | 75,000 | $158.0K | 0.44% | +75,000 | New |
| Signaturefd, LLC | 67,266 | $141.0K | 0.00% | +38,779+136.1% | Added |
| Acadian Asset Management LLC | 67,508 | $140.0K | 0.00% | +67,508 | New |
| Vontobel Holding Ltd. | 66,239 | $139.0K | 0.00% | −52,902−44.4% | Reduced |
| 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 |
| Samalin Investment Counsel, LLC | 65,367 | $137.0K | 0.08% | +13,867+26.9% | Added |
| OneAscent Financial Services LLC | 63,859 | $134.0K | 0.26% | +63,859 | New |
| Caxton Associates LP | 58,386 | $123.0K | 0.02% | −66,658−53.3% | Reduced |
| ExodusPoint Capital Management, LP | 58,214 | $122.0K | 0.00% | +6,214+12.0% | Added |
| 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 |
| Yousif Capital Management, LLC | 48,254 | $101.0K | 0.00% | +48,254 | New |
| Gordian Capital Singapore Pte Ltd | 46,500 | $98.0K | 0.08% | +46,500 | New |
| Wolverine Trading, LLC | 46,113 | $97.0K | 0.00% | −78,639−63.0% | Reduced |
| LPL Financial LLC | 42,697 | $90.0K | 0.00% | −21,031−33.0% | 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 |
| Northwestern Mutual Wealth Management Co | 40,523 | $85.0K | 0.00% | −13,550−25.1% | Reduced |
| Royal Bank of Canada | 38,916 | $83.0K | 0.00% | +10,706+38.0% | Added |
| US Bancorp | 38,204 | $81.0K | 0.00% | +30,328+385.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 37,619 | $79.0K | 0.02% | +17,998+91.7% | Added |
| JustInvest LLC | 36,438 | $77.0K | 0.00% | +20,495+128.6% | Added |
| Squarepoint Ops LLC | 36,400 | $76.0K | 0.00% | −147,333−80.2% | Reduced |
| Two Sigma Securities, LLC | 35,593 | $75.0K | 0.01% | −378,171−91.4% | Reduced |
| Desjardins Global Asset Management Inc. | 34,925 | $73.0K | 0.01% | +34,925 | New |
| Comerica Bank | 48,356 | $71.0K | 0.00% | −2,025−4.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 33,248 | $70.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 30,606 | $64.0K | 0.01% | +16,884+123.0% | Added |
| 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 |
| First Republic Investment Management, Inc. | 29,689 | $62.0K | 0.00% | −2,561−7.9% | Reduced |
| National Pension Service | 29,258 | $61.0K | 0.00% | +29,258 | New |
| JJJ Advisors Inc. | 28,415 | $60.0K | 0.02% | +10,208+56.1% | Added |
| Cigna Investments Inc | 27,640 | $58.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,990 | $57.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Alliancebernstein L.P. | 24,280 | $51.0K | 0.00% | +24,280 | New |
| Aurora Private Wealth, Inc. | 24,000 | $50.0K | 0.02% | −1,000−4.0% | Reduced |
| 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 |
| American International Group, Inc. | 21,360 | $45.0K | 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 |
| 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 |