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 2022
Institutional positions in New Oriental Education & Technology Group Inc. as of Dec 31, 2022. 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
- 184
- +32 vs. Q3 2022
- Shares held
- 67.5M
- −12.5M (−15.6%) vs. Q3 2022
- Total value
- $2.35B
- +$435.4M (+22.7%) vs. Q3 2022
- New holders
- 59
- 45 more added
- Sold out
- 27
- 60 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $139 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $383 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 18 | $627 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $1.11K | 0.00% | −503−94.0% | Reduced |
| Allworth Financial LP | 47 | $1.64K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 73 | $2.54K | 0.00% | +21+40.4% | Added |
| Rockefeller Capital Management L.P. | 169 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 145 | $5.05K | 0.00% | −407−73.7% | Reduced |
| Shell Asset Management Co | 180 | $6.00K | 0.00% | −12,222−98.5% | Reduced |
| Money Concepts Capital Corp | 200 | $6.96K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 200 | $6.96K | 0.00% | +200 | New |
| Hantz Financial Services, Inc. | 187 | $7.00K | 0.00% | −39−17.3% | Reduced |
| TSFG, LLC | 200 | $7.00K | 0.00% | +200 | New |
| Hartford Financial Management Inc. | 217 | $7.56K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $8.08K | 0.00% | +91+64.5% | Added |
| Natixis | 245 | $8.53K | 0.00% | +245 | New |
| GWM Advisors LLC | 4,315 | $9.40K | 0.00% | −21,530−83.3% | Reduced |
| CWM, LLC | 353 | $12.0K | 0.00% | −32−8.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 490 | $17.1K | 0.00% | −670−57.8% | Reduced |
| Romano Brothers and Company | 500 | $17.4K | 0.00% | +500 | New |
| Simplex Trading, LLC | 530 | $18.0K | 0.00% | −250−32.1% | Reduced |
| Lindbrook Capital, LLC | 706 | $24.6K | 0.00% | −49−6.5% | Reduced |
| Sargent Bickham Lagudis LLC | 731 | $25.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 800 | $27.9K | 0.00% | +800 | New |
| Vestcor Inc | 1,346 | $47.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,662 | $58.0K | 0.01% | +1,662 | New |
| 1832 Asset Management L.P. | 1,700 | $59.2K | 0.00% | +1,700 | New |
| Ronald Blue Trust, Inc. | 2,752 | $66.0K | 0.00% | +2,042+287.6% | Added |
| Advisor Group Holdings, Inc. | 1,939 | $67.1K | 0.00% | −199−9.3% | Reduced |
| FMR LLC | 2,159 | $75.2K | 0.00% | +213+10.9% | Added |
| Banque Cantonale Vaudoise | 2,443 | $85.0K | 0.00% | −240−8.9% | Reduced |
| Royal Bank of Canada | 2,474 | $86.0K | 0.00% | −6,860−73.5% | Reduced |
| Parallel Advisors, LLC | 2,552 | $88.9K | 0.00% | +48+1.9% | Added |
| Signaturefd, LLC | 2,947 | $102.6K | 0.00% | +14+0.5% | Added |
| Leonteq Securities AG | 3,109 | $108.3K | 0.01% | −778−20.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,290 | $114.6K | 0.00% | −185−5.3% | Reduced |
| Quadrant Capital Group LLC | 3,797 | $132.2K | 0.01% | +64+1.7% | Added |
| Tower Research Capital LLC (TRC) | 4,234 | $148.0K | 0.01% | −6,958−62.2% | Reduced |
| Marathon Trading Investment Management LLC | 4,462 | $155.4K | 0.10% | +4,462 | New |
| Wells Fargo & Company | 5,273 | $183.6K | 0.00% | −292−5.2% | Reduced |
| Cutler Group LP | 5,564 | $193.0K | 0.02% | +1,349+32.0% | Added |
| Edgestream Partners, L.P. | 6,236 | $217.1K | 0.02% | −3,258−34.3% | Reduced |
| Crossmark Global Holdings, Inc. | 6,258 | $218.0K | 0.01% | +6,258 | New |
| JustInvest LLC | 6,569 | $228.7K | 0.01% | +6,569 | New |
| Price T Rowe Associates Inc | 6,700 | $233.0K | 0.00% | +6,700 | New |
| HRT Financial LP | 6,747 | $234.0K | 0.00% | +6,747 | New |
| CIBC World Markets Inc. | 6,870 | $239.0K | 0.00% | +6,870 | New |
| West Family Investments, Inc. | 6,957 | $242.2K | 0.08% | +6,957 | New |
| Citigroup Inc | 7,011 | $244.1K | 0.00% | +1,136+19.3% | Added |
| Envestnet Asset Management Inc | 7,310 | $254.5K | 0.00% | +7,310 | New |
| XTX Topco Ltd | 7,690 | $267.8K | 0.06% | +7,690 | New |
| Fox Run Management, L.L.C. | 8,343 | $290.5K | 0.12% | +8,343 | New |
| US Bancorp | 8,595 | $299.3K | 0.00% | −1,628−15.9% | Reduced |
| Deutsche Bank AG | 10,467 | $364.5K | 0.00% | +10,467 | New |
| B. Metzler seel. Sohn & Co. AG | 11,825 | $411.7K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 11,894 | $414.0K | 0.07% | +8,909+298.5% | Added |
| Itau Unibanco Holding S.A. | 12,140 | $422.7K | 0.02% | +12,140 | New |
| Farallon Capital Management, L.L.C. | 13,000 | $452.7K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 14,177 | $517.4K | 0.01% | +5,317+60.0% | Added |
| Wetherby Asset Management Inc | 14,937 | $520.1K | 0.03% | −292−1.9% | Reduced |
| Granite Point Capital Management, L.P. | 15,000 | $522.3K | 0.63% | −10,000−40.0% | Reduced |
| Maytus Capital Management, LLC | 15,000 | $522.3K | 0.59% | +15,000 | New |
| Ameriprise Financial Inc | 17,078 | $595.0K | 0.00% | +1,260+8.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,395 | $605.7K | 0.00% | +9+0.1% | Added |
| Point72 Asset Management, L.P. | 17,900 | $623.3K | 0.00% | +17,900 | New |
| First Trust Advisors LP | 18,628 | $648.6K | 0.00% | −42,802−69.7% | Reduced |
| Jacob Asset Management of New York LLC | 19,050 | $663.3K | 0.81% | +19,050 | New |
| Oversea-Chinese Banking CORP Ltd | 19,466 | $677.0K | 0.04% | +19,466 | New |
| China Universal Asset Management Co., Ltd. | 19,673 | $685.0K | 0.28% | +19,673 | New |
| Susquehanna International Group, LLP | 19,786 | $688.9K | 0.00% | −103,167−83.9% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 20,100 | $699.9K | 1.34% | +11,586+136.1% | Added |
| Bayesian Capital Management, LP | 20,700 | $720.8K | 0.11% | +20,700 | New |
| DekaBank Deutsche Girozentrale | 20,500 | $731.0K | 0.00% | +20,500 | New |
| Geode Capital Management, LLC | 21,111 | $735.0K | 0.00% | −91−0.4% | Reduced |
| All-Stars Investment Ltd | 22,000 | $766.0K | 0.21% | 00.0% | Unchanged |
| Top Ace Asset Management Ltd | 23,931 | $833.3K | 0.61% | +23,931 | New |
| Fred Alger Management, LLC | 24,000 | $835.7K | 0.00% | +24,000 | New |
| Ergoteles LLC | 24,784 | $863.0K | 0.03% | +24,784 | New |
| Seven Eight Capital, LP | 25,004 | $870.6K | 0.23% | −149−0.6% | Reduced |
| UG Investment Advisers Ltd. | 26,787 | $932.7K | 0.56% | +26,787 | New |
| Prudential Financial Inc | 28,290 | $985.1K | 0.00% | −286,930−91.0% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 25,582 | $1.03M | 0.21% | +1,131+4.6% | Added |
| Gsa Capital Partners LLP | 31,987 | $1.11M | 0.14% | +20,347+174.8% | Added |
| Profund Advisors LLC | 32,948 | $1.15M | 0.07% | +21,321+183.4% | Added |
| Northern Trust Corp | 35,216 | $1.23M | 0.00% | −407−1.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 38,000 | $1.32M | 0.29% | +38,000 | New |
| Virtu Financial LLC | 40,340 | $1.41M | 0.19% | +40,340 | New |
| Aperture Investors, LLC | 41,344 | $1.44M | 0.24% | +41,344 | New |
| XY Capital Ltd | 41,670 | $1.45M | 1.19% | +41,670 | New |
| Alliancebernstein L.P. | 43,887 | $1.53M | 0.00% | +43,887 | New |
| JPMorgan Chase & Co | 44,369 | $1.54M | 0.00% | −92,501−67.6% | Reduced |
| Old Mission Capital LLC | 45,764 | $1.59M | 0.07% | +45,764 | New |
| ExodusPoint Capital Management, LP | 49,016 | $1.71M | 0.03% | +19,282+64.8% | Added |
| Tiger Pacific Capital LP | 49,373 | $1.72M | 0.42% | −613,954−92.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 59,055 | $2.06M | 0.00% | −74,864−55.9% | Reduced |
| Handelsbanken Fonder AB | 59,400 | $2.07M | 0.01% | +59,400 | New |
| Massachusetts Financial Services Co | 65,016 | $2.26M | 0.00% | −633,803−90.7% | Reduced |