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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 19,344 | $41.0K | 0.00% | +19,344 | New |
| Advisors Asset Management, Inc. | 19,399 | $40.7K | 0.00% | −2,530−11.5% | Reduced |
| Candriam Luxembourg S.C.A. | 17,150 | $36.0K | 0.00% | −410,704−96.0% | Reduced |
| Icapital Wealth LLC | 16,659 | $35.0K | 0.01% | +16,659 | New |
| Coastal Investment Advisors, Inc. | 14,990 | $31.0K | 0.01% | −6,500−30.2% | 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 |
| Vestcor Inc | 13,466 | $28.0K | 0.00% | −13,767−50.6% | Reduced |
| Aigen Investment Management, LP | 12,221 | $27.0K | 0.00% | +12,221 | New |
| Ethic Inc. | 12,853 | $27.0K | 0.00% | +12,853 | New |
| 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 |
| 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 |
| 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 |
| NinePointTwo Capital | 10,740 | $22.0K | 0.01% | 00.0% | Unchanged |
| 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 | $12.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Federation des caisses Desjardins du Quebec | 4,000 | $8.40K | 0.00% | −710−15.1% | Reduced |
| 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 |
| Hartford Financial Management Inc. | 2,175 | $5.00K | 0.00% | +2,175 | New |
| CoreCap Advisors, LLC | 2,080 | $4.00K | 0.00% | +2,080 | New |
| Fortitude Advisory Group L.L.C. | 1,240 | $3.00K | 0.00% | +1,240 | 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 |
| 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 |
| American Portfolios Advisors | 320 | $672 | 0.00% | +200+166.7% | Added |
| Raffa Wealth Management, LLC | 42 | $88 | 0.00% | 00.0% | Unchanged |
| 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 |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 0 | $0 | 0.00% | −8,589,820−100.0% | Sold out |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −8,266,700−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,369,019−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,360,078−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −798,000−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −741,440−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −509,211−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −460,533−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −444,704−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −403,500−100.0% | Sold out |
| Granite Point Capital Management, L.P. | 0 | $0 | 0.00% | −370,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −305,000−100.0% | Sold out |
| Van Berkom & Associates Inc. | 0 | $0 | 0.00% | −268,997−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −217,498−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −188,164−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −150,203−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |
| Perseverance Asset Management International | 0 | $0 | 0.00% | −120,095−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −126,836−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −95,248−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −85,468−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −78,933−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −19,188−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −67,700−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −57,320−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −50,590−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −48,206−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −38,590−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −37,140−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −35,056−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −33,741−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −33,497−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −33,497−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −29,385−100.0% | Sold out |
| Colony Group LLC | 0 | $0 | 0.00% | −25,702−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −25,510−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,281−100.0% | Sold out |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −14,075−100.0% | Sold out |
| Dumac, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −13,319−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −12,983−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |