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, Q1 2023
Institutional positions in New Oriental Education & Technology Group Inc. as of Mar 31, 2023. 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
- 177
- −5 vs. Q4 2022
- Shares held
- 68.3M
- +815.8K (+1.2%) vs. Q4 2022
- Total value
- $2.63B
- +$276.4M (+11.7%) vs. Q4 2022
- New holders
- 32
- 52 more added
- Sold out
- 37
- 65 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $116 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $425 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 18 | $695 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $1.70K | 0.00% | +12+37.5% | Added |
| Allworth Financial LP | 47 | $1.81K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $1.84K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 50 | $1.93K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $3.24K | 0.00% | +11+15.1% | Added |
| Hantz Financial Services, Inc. | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 180 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 212 | $8.00K | 0.00% | −4,022−95.0% | Reduced |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $8.38K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 230 | $8.88K | 0.00% | −260−53.1% | Reduced |
| Glassman Wealth Services | 232 | $8.96K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 377 | $15.0K | 0.00% | +24+6.8% | Added |
| Ridgewood Investments LLC | 550 | $21.2K | 0.01% | +550 | New |
| Advisory Services Network, LLC | 650 | $25.1K | 0.00% | −150−18.8% | Reduced |
| Lindbrook Capital, LLC | 706 | $27.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,170 | $46.2K | 0.01% | +1,170 | New |
| Atlas Capital Advisors LLC | 1,313 | $50.7K | 0.01% | +1,313 | New |
| China Universal Asset Management Co., Ltd. | 1,325 | $51.2K | 0.02% | −18,348−93.3% | Reduced |
| Vestcor Inc | 1,346 | $52.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 1,654 | $64.0K | 0.01% | +1,654 | New |
| Banque Cantonale Vaudoise | 2,352 | $91.0K | 0.00% | −91−3.7% | Reduced |
| Parallel Advisors, LLC | 2,552 | $98.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,821 | $109.0K | 0.00% | +347+14.0% | Added |
| Signaturefd, LLC | 2,880 | $111.2K | 0.00% | −67−2.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,275 | $126.4K | 0.00% | −15−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 3,726 | $129.0K | 0.00% | +974+35.4% | Added |
| Quadrant Capital Group LLC | 3,591 | $138.6K | 0.01% | −206−5.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,655 | $141.1K | 0.00% | +1,716+88.5% | Added |
| Wells Fargo & Company | 4,073 | $157.3K | 0.00% | −1,200−22.8% | Reduced |
| Leonteq Securities AG | 4,493 | $173.5K | 0.02% | +1,384+44.5% | Added |
| Citadel Advisors LLC | 4,671 | $180.3K | 0.00% | −118,371−96.2% | Reduced |
| Itau Unibanco Holding S.A. | 4,970 | $191.9K | 0.01% | −7,170−59.1% | Reduced |
| Wedbush Securities Inc | 5,316 | $205.0K | 0.01% | +5,316 | New |
| Edgestream Partners, L.P. | 5,429 | $209.6K | 0.02% | −807−12.9% | Reduced |
| Cetera Advisor Networks LLC | 5,917 | $228.5K | 0.00% | +5,917 | New |
| B. Metzler seel. Sohn & Co. AG | 6,314 | $243.8K | 0.00% | −5,511−46.6% | Reduced |
| JustInvest LLC | 6,475 | $249.7K | 0.01% | −94−1.4% | Reduced |
| West Family Investments, Inc. | 6,957 | $268.6K | 0.11% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,759 | $300.0K | 0.01% | +1,501+24.0% | Added |
| US Bancorp | 8,339 | $322.0K | 0.00% | −256−3.0% | Reduced |
| Citigroup Inc | 8,685 | $335.3K | 0.00% | +1,674+23.9% | Added |
| Seven Eight Capital, LP | 8,975 | $346.5K | 0.07% | −16,029−64.1% | Reduced |
| Aigen Investment Management, LP | 9,444 | $364.6K | 0.05% | +9,444 | New |
| Bayesian Capital Management, LP | 10,100 | $390.0K | 0.05% | −10,600−51.2% | Reduced |
| Marex Group plc | 10,233 | $395.1K | 0.05% | +10,233 | New |
| TownSquare Capital, LLC | 10,313 | $398.2K | 0.01% | +10,313 | New |
| Desjardins Global Asset Management Inc. | 11,371 | $439.0K | 0.06% | −523−4.4% | Reduced |
| State Street Corp | 11,811 | $456.0K | 0.00% | −230,359−95.1% | Reduced |
| Farallon Capital Management, L.L.C. | 13,000 | $501.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,135 | $507.1K | 0.00% | +13,135 | New |
| Squarepoint Ops LLC | 13,724 | $529.9K | 0.00% | +13,724 | New |
| Tudor Investment Corp Et Al | 14,006 | $541.0K | 0.01% | +14,006 | New |
| Janney Montgomery Scott LLC | 14,049 | $542.0K | 0.00% | +14,049 | New |
| Gsa Capital Partners LLP | 14,539 | $561.0K | 0.06% | −17,448−54.5% | Reduced |
| Simplex Trading, LLC | 14,595 | $563.0K | 0.03% | +14,065+2,653.8% | Added |
| Wetherby Asset Management Inc | 14,950 | $577.2K | 0.03% | +13+0.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 15,000 | $579.1K | 0.10% | +15,000 | New |
| Ameriprise Financial Inc | 15,024 | $580.1K | 0.00% | −2,054−12.0% | Reduced |
| Profund Advisors LLC | 18,365 | $709.1K | 0.04% | −14,583−44.3% | Reduced |
| Fred Alger Management, LLC | 18,500 | $714.3K | 0.00% | −5,500−22.9% | Reduced |
| GWM Advisors LLC | 19,257 | $743.5K | 0.01% | +14,942+346.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,466 | $751.2K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 20,500 | $797.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 302,713 | $845.5K | 0.00% | +295,403+4,041.1% | Added |
| Deutsche Bank AG | 21,961 | $847.9K | 0.00% | +11,494+109.8% | Added |
| Geode Capital Management, LLC | 22,053 | $851.5K | 0.00% | +942+4.5% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 22,533 | $853.3K | 0.18% | −3,049−11.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,148 | $855.1K | 0.00% | +4,753+27.3% | Added |
| Credit Suisse AG | 23,439 | $905.0K | 0.00% | −65,998−73.8% | Reduced |
| Engineers Gate Manager LP | 24,451 | $944.1K | 0.04% | +24,451 | New |
| Jacob Asset Management of New York LLC | 25,060 | $967.6K | 1.13% | +6,010+31.5% | Added |
| UG Investment Advisers Ltd. | 26,787 | $1.03M | 0.75% | 00.0% | Unchanged |
| Prudential Financial Inc | 28,384 | $1.10M | 0.00% | +94+0.3% | Added |
| Stifel Financial Corp | 28,534 | $1.10M | 0.00% | +28,534 | New |
| First Trust Advisors LP | 29,260 | $1.13M | 0.00% | +10,632+57.1% | Added |
| Collaborative Holdings Management LP | 32,000 | $1.24M | 4.83% | +32,000 | New |
| Ergoteles LLC | 32,436 | $1.25M | 0.05% | +7,652+30.9% | Added |
| Jane Street Group, LLC | 32,502 | $1.26M | 0.00% | −146,821−81.9% | Reduced |
| Northern Trust Corp | 34,466 | $1.33M | 0.00% | −750−2.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 38,000 | $1.47M | 0.34% | 00.0% | Unchanged |
| 6elm Capital LP | 39,966 | $1.54M | 4.64% | −45,034−53.0% | Reduced |
| Janus Henderson Group PLC | 43,213 | $1.67M | 0.00% | −38,884−47.4% | Reduced |
| Boothbay Fund Management, LLC | 44,424 | $1.72M | 0.05% | −26,376−37.3% | Reduced |
| Twinbeech Capital LP | 47,132 | $1.82M | 0.04% | +47,132 | New |
| Russell Investments Group, Ltd. | 48,653 | $1.88M | 0.00% | −42,043−46.4% | Reduced |
| Aperture Investors, LLC | 50,959 | $1.97M | 0.28% | +9,615+23.3% | Added |
| Rock Creek Group, LP | 58,029 | $2.24M | 0.29% | −74,971−56.4% | Reduced |
| JPMorgan Chase & Co | 59,829 | $2.31M | 0.00% | +15,460+34.8% | Added |
| Cubist Systematic Strategies, LLC | 60,650 | $2.34M | 0.02% | −192,759−76.1% | Reduced |
| Dorsey Wright & Associates | 63,680 | $2.46M | 0.75% | +63,680 | New |
| Qube Research & Technologies Ltd | 63,851 | $2.47M | 0.01% | −376,220−85.5% | Reduced |
| Lazard Asset Management LLC | 70,482 | $2.72M | 0.00% | −40,706−36.6% | Reduced |
| Swedbank AB | 73,877 | $2.85M | 0.01% | 00.0% | Unchanged |