Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 177 institutions
Q1 2021: 438 institutionsQ2 2021: 398 institutionsQ3 2021: 273 institutionsQ4 2021: 247 institutionsQ1 2022: 194 institutionsQ2 2022: 153 institutionsQ3 2022: 155 institutionsQ4 2022: 184 institutionsQ1 2023: 177 institutionsQ2 2023: 178 institutionsQ3 2023: 191 institutionsQ4 2023: 237 institutionsQ1 2024: 256 institutionsQ2 2024: 230 institutionsQ3 2024: 217 institutionsQ4 2024: 205 institutionsQ1 2025: 167 institutionsQ2 2025: 167 institutionsQ3 2025: 155 institutionsQ4 2025: 166 institutionsQ1 2026: 179 institutionsQ2 2026: 168 institutions
Value heldQ1 2023: $2.63B
Q1 2021: $18.2BQ2 2021: $9.90BQ3 2021: $1.88BQ4 2021: $2.08BQ1 2022: $1.08BQ2 2022: $1.58BQ3 2022: $1.92BQ4 2022: $2.35BQ1 2023: $2.63BQ2 2023: $2.56BQ3 2023: $3.73BQ4 2023: $4.47BQ1 2024: $5.54BQ2 2024: $5.06BQ3 2024: $4.93BQ4 2024: $4.14BQ1 2025: $3.06BQ2 2025: $2.96BQ3 2025: $2.60BQ4 2025: $2.92BQ1 2026: $2.91BQ2 2026: $2.24B
Institutions holding EDU and their total value by quarter
QuarterHoldersValue
Q2 2026168$2.24B
Q1 2026179$2.91B
Q4 2025166$2.92B
Q3 2025155$2.60B
Q2 2025167$2.96B
Q1 2025167$3.06B
Q4 2024205$4.14B
Q3 2024217$4.93B
Q2 2024230$5.06B
Q1 2024256$5.54B
Q4 2023237$4.47B
Q3 2023191$3.73B
Q2 2023178$2.56B
Q1 2023177$2.63B
Q4 2022184$2.35B
Q3 2022155$1.92B
Q2 2022153$1.58B
Q1 2022194$1.08B
Q4 2021247$2.08B
Q3 2021273$1.88B
Q2 2021398$9.90B
Q1 2021438$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.

Institutions holding EDU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Engineers Gate Manager LP24,451$944.1K0.04%+24,451New
Credit Suisse AG23,439$905.0K0.00%−65,998−73.8%Reduced
Mirae Asset Global Investments Co., Ltd.22,148$855.1K0.00%+4,753+27.3%Added
Sabadell Asset Management, S.A S.G.I.I.C22,533$853.3K0.18%−3,049−11.9%Reduced
Geode Capital Management, LLC22,053$851.5K0.00%+942+4.5%Added
Deutsche Bank AG21,961$847.9K0.00%+11,494+109.8%Added
Envestnet Asset Management Inc302,713$845.5K0.00%+295,403+4,041.1%Added
DekaBank Deutsche Girozentrale20,500$797.0K0.00%00.0%Unchanged
Oversea-Chinese Banking CORP Ltd19,466$751.2K0.04%00.0%Unchanged
GWM Advisors LLC19,257$743.5K0.01%+14,942+346.3%Added
Fred Alger Management, LLC18,500$714.3K0.00%−5,500−22.9%Reduced
Profund Advisors LLC18,365$709.1K0.04%−14,583−44.3%Reduced
Ameriprise Financial Inc15,024$580.1K0.00%−2,054−12.0%Reduced
Lombard Odier Asset Management (USA) Corp15,000$579.1K0.10%+15,000New
Wetherby Asset Management Inc14,950$577.2K0.03%+13+0.1%Added
Simplex Trading, LLC14,595$563.0K0.03%+14,065+2,653.8%Added
Gsa Capital Partners LLP14,539$561.0K0.06%−17,448−54.5%Reduced
Janney Montgomery Scott LLC14,049$542.0K0.00%+14,049New
Tudor Investment Corp Et Al14,006$541.0K0.01%+14,006New
Squarepoint Ops LLC13,724$529.9K0.00%+13,724New
LPL Financial LLC13,135$507.1K0.00%+13,135New
Farallon Capital Management, L.L.C.13,000$501.9K0.00%00.0%Unchanged
State Street Corp11,811$456.0K0.00%−230,359−95.1%Reduced
Desjardins Global Asset Management Inc.11,371$439.0K0.06%−523−4.4%Reduced
TownSquare Capital, LLC10,313$398.2K0.01%+10,313New
Marex Group plc10,233$395.1K0.05%+10,233New
Bayesian Capital Management, LP10,100$390.0K0.05%−10,600−51.2%Reduced
Aigen Investment Management, LP9,444$364.6K0.05%+9,444New
Seven Eight Capital, LP8,975$346.5K0.07%−16,029−64.1%Reduced
Citigroup Inc8,685$335.3K0.00%+1,674+23.9%Added
US Bancorp8,339$322.0K0.00%−256−3.0%Reduced
Crossmark Global Holdings, Inc.7,759$300.0K0.01%+1,501+24.0%Added
West Family Investments, Inc.6,957$268.6K0.11%00.0%Unchanged
JustInvest LLC6,475$249.7K0.01%−94−1.4%Reduced
B. Metzler seel. Sohn & Co. AG6,314$243.8K0.00%−5,511−46.6%Reduced
Cetera Advisor Networks LLC5,917$228.5K0.00%+5,917New
Edgestream Partners, L.P.5,429$209.6K0.02%−807−12.9%Reduced
Wedbush Securities Inc5,316$205.0K0.01%+5,316New
Itau Unibanco Holding S.A.4,970$191.9K0.01%−7,170−59.1%Reduced
Citadel Advisors LLC4,671$180.3K0.00%−118,371−96.2%Reduced
Leonteq Securities AG4,493$173.5K0.02%+1,384+44.5%Added
Wells Fargo & Company4,073$157.3K0.00%−1,200−22.8%Reduced
Advisor Group Holdings, Inc.3,655$141.1K0.00%+1,716+88.5%Added
Quadrant Capital Group LLC3,591$138.6K0.01%−206−5.4%Reduced
Ronald Blue Trust, Inc.3,726$129.0K0.00%+974+35.4%Added
The PNC Financial Services Group, Inc.3,275$126.4K0.00%−15−0.5%Reduced
Signaturefd, LLC2,880$111.2K0.00%−67−2.3%Reduced
Royal Bank of Canada2,821$109.0K0.00%+347+14.0%Added
Parallel Advisors, LLC2,552$98.5K0.00%00.0%Unchanged
Banque Cantonale Vaudoise2,352$91.0K0.00%−91−3.7%Reduced
James Investment Research Inc1,654$64.0K0.01%+1,654New
Vestcor Inc1,346$52.0K0.00%00.0%Unchanged
China Universal Asset Management Co., Ltd.1,325$51.2K0.02%−18,348−93.3%Reduced
Atlas Capital Advisors LLC1,313$50.7K0.01%+1,313New
Sunbelt Securities, Inc.1,170$46.2K0.01%+1,170New
Lindbrook Capital, LLC706$27.3K0.00%00.0%Unchanged
Advisory Services Network, LLC650$25.1K0.00%−150−18.8%Reduced
Ridgewood Investments LLC550$21.2K0.01%+550New
CWM, LLC377$15.0K0.00%+24+6.8%Added
Glassman Wealth Services232$8.96K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co230$8.88K0.00%−260−53.1%Reduced
Hartford Financial Management Inc.217$8.38K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)212$8.00K0.00%−4,022−95.0%Reduced
TSFG, LLC200$8.00K0.00%00.0%Unchanged
Hantz Financial Services, Inc.187$7.00K0.00%00.0%Unchanged
Shell Asset Management Co180$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc84$3.24K0.00%+11+15.1%Added
Capital Advisors, Ltd. LLC62$2.00K0.00%00.0%Unchanged
Moors & Cabot, Inc.50$1.93K0.00%+50New
JJJ Advisors Inc.49$1.84K0.00%00.0%Unchanged
Allworth Financial LP47$1.81K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC44$1.70K0.00%+12+37.5%Added
Earnest Partners LLC18$6950.00%00.0%Unchanged
Hexagon Capital Partners LLC11$4250.00%00.0%Unchanged
Raffa Wealth Management, LLC4$1540.00%00.0%Unchanged
WR Wealth Planners, LLC3$1160.00%+3New
Huntington National Bank1$10.00%00.0%Unchanged
Jericho Capital Asset Management L.P.0$00.00%−608,000−100.0%Sold out
Driehaus Capital Management LLC0$00.00%−544,117−100.0%Sold out
Franchise Capital Ltd0$00.00%−489,766−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−421,730−100.0%Sold out
Snow Lake Capital (HK) Ltd0$00.00%−300,000−100.0%Sold out
Broad Peak Investment Holdings Ltd.0$00.00%−245,000−100.0%Sold out
Kadensa Capital Ltd0$00.00%−163,832−100.0%Sold out
Capricorn Fund Managers Ltd0$00.00%−152,120−100.0%Sold out
Coatue Management LLCSuperinvestorCoatue Management0$00.00%−134,939−100.0%Sold out
Torq Capital Management (HK) Ltd0$00.00%−125,922−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−79,430−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−59,055−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−49,016−100.0%Sold out
Old Mission Capital LLC0$00.00%−45,764−100.0%Sold out
Alliancebernstein L.P.0$00.00%−43,887−100.0%Sold out
XY Capital Ltd0$00.00%−41,670−100.0%Sold out
Virtu Financial LLC0$00.00%−40,340−100.0%Sold out
Top Ace Asset Management Ltd0$00.00%−23,931−100.0%Sold out
All-Stars Investment Ltd0$00.00%−22,000−100.0%Sold out
Central Asset Investments & Management Holdings (HK) Ltd0$00.00%−20,100−100.0%Sold out
Granite Point Capital Management, L.P.0$00.00%−15,000−100.0%Sold out
Maytus Capital Management, LLC0$00.00%−15,000−100.0%Sold out
LMR Partners LLP0$00.00%−14,177−100.0%Sold out