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, Q2 2023
Institutional positions in New Oriental Education & Technology Group Inc. as of Jun 30, 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
- 178
- +1 vs. Q1 2023
- Shares held
- 65.2M
- −3.11M (−4.6%) vs. Q1 2023
- Total value
- $2.56B
- −$74.5M (−2.8%) vs. Q1 2023
- New holders
- 32
- 53 more added
- Sold out
- 31
- 59 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $158 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $237 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 11 | $434 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 12 | $474 | 0.00% | +12 | New |
| Earnest Partners LLC | 18 | $711 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $1.38K | 0.00% | +35 | New |
| Allworth Financial LP | 47 | $1.86K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $2.21K | 0.00% | +12+27.3% | Added |
| Farther Finance Advisors, LLC | 60 | $2.37K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 62 | $2.45K | 0.00% | −22−26.2% | Reduced |
| ORG Partners LLC | 131 | $4.90K | 0.00% | +131 | New |
| Hantz Financial Services, Inc. | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $8.57K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 253 | $9.00K | 0.00% | +253 | New |
| Northwestern Mutual Wealth Management Co | 230 | $9.08K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $9.16K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 424 | $17.0K | 0.00% | +47+12.5% | Added |
| Simplex Trading, LLC | 458 | $18.0K | 0.00% | −14,137−96.9% | Reduced |
| Ridgewood Investments LLC | 550 | $21.7K | 0.01% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 80,000 | $24.8K | 0.74% | +80,000 | New |
| Lindbrook Capital, LLC | 683 | $27.0K | 0.00% | −23−3.3% | Reduced |
| Sunbelt Securities, Inc. | 807 | $31.9K | 0.00% | −363−31.0% | Reduced |
| Atlas Capital Advisors LLC | 1,313 | $51.9K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1,325 | $52.3K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,346 | $53.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,905 | $74.0K | 0.00% | −1,821−48.9% | Reduced |
| Banque Cantonale Vaudoise | 2,382 | $94.0K | 0.00% | +30+1.3% | Added |
| Parallel Advisors, LLC | 2,552 | $100.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,577 | $101.8K | 0.03% | +2,577 | New |
| Royal Bank of Canada | 2,637 | $104.0K | 0.00% | −184−6.5% | Reduced |
| Dantai Capital Ltd | 2,700 | $106.6K | 0.17% | +2,700 | New |
| Signaturefd, LLC | 2,880 | $113.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,926 | $115.5K | 0.00% | +2,714+1,280.2% | Added |
| The PNC Financial Services Group, Inc. | 3,575 | $141.2K | 0.00% | +300+9.2% | Added |
| Quadrant Capital Group LLC | 3,602 | $142.2K | 0.01% | +11+0.3% | Added |
| SG Americas Securities, LLC | 3,741 | $148.0K | 0.00% | −271,958−98.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,806 | $150.3K | 0.00% | +151+4.1% | Added |
| Wells Fargo & Company | 4,073 | $160.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,415 | $213.8K | 0.02% | +922+20.5% | Added |
| Woodward Diversified Capital, LLC | 5,500 | $217.2K | 0.16% | +5,500 | New |
| Cetera Advisor Networks LLC | 5,690 | $224.7K | 0.00% | −227−3.8% | Reduced |
| US Bancorp | 6,057 | $239.2K | 0.00% | −2,282−27.4% | Reduced |
| Prelude Capital Management, LLC | 6,476 | $255.7K | 0.02% | −191,334−96.7% | Reduced |
| JustInvest LLC | 6,841 | $270.2K | 0.01% | +366+5.7% | Added |
| West Family Investments, Inc. | 6,957 | $274.7K | 0.11% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 7,059 | $278.8K | 0.03% | −4,312−37.9% | Reduced |
| JPMorgan Chase & Co | 7,134 | $281.7K | 0.00% | −52,695−88.1% | Reduced |
| GTS Securities LLC | 7,601 | $300.2K | 0.01% | +7,601 | New |
| Wellington Management Group LLP | 7,664 | $302.7K | 0.00% | −321,011−97.7% | Reduced |
| Brilliance Asset Management Ltd | 8,127 | $320.9K | 0.08% | +8,127 | New |
| TD Waterhouse Canada Inc. | 8,295 | $330.0K | 0.00% | +8,295 | New |
| Seven Eight Capital, LP | 9,376 | $370.3K | 0.06% | +401+4.5% | Added |
| State Street Corp | 9,700 | $383.1K | 0.00% | −2,111−17.9% | Reduced |
| Rhumbline Advisers | 10,213 | $403.3K | 0.00% | +10,213 | New |
| Itau Unibanco Holding S.A. | 10,300 | $406.7K | 0.02% | +5,330+107.2% | Added |
| Crossmark Global Holdings, Inc. | 7,909 | $444.0K | 0.01% | +150+1.9% | Added |
| Bayesian Capital Management, LP | 11,300 | $446.2K | 0.05% | +1,200+11.9% | Added |
| TownSquare Capital, LLC | 12,066 | $476.5K | 0.01% | +1,753+17.0% | Added |
| HAP Trading, LLC | 12,350 | $487.7K | 0.14% | +12,350 | New |
| B. Metzler seel. Sohn & Co. AG | 12,628 | $498.7K | 0.01% | +6,314+100.0% | Added |
| Beverly Hills Private Wealth, LLC | 8,878 | $510.0K | 0.08% | +8,878 | New |
| Farallon Capital Management, L.L.C. | 13,000 | $513.4K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,321 | $526.0K | 0.05% | −1,218−8.4% | Reduced |
| Jane Street Group, LLC | 13,467 | $531.8K | 0.00% | −19,035−58.6% | Reduced |
| Janney Montgomery Scott LLC | 13,731 | $542.0K | 0.00% | −318−2.3% | Reduced |
| Brookfield Asset Management Inc. | 14,491 | $572.3K | 0.00% | +14,491 | New |
| Fred Alger Management, LLC | 14,500 | $572.6K | 0.00% | −4,000−21.6% | Reduced |
| Wetherby Asset Management Inc | 14,950 | $590.4K | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,367 | $606.8K | 0.00% | −13,167−46.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 15,932 | $635.0K | 0.13% | −6,601−29.3% | Reduced |
| Profund Advisors LLC | 17,090 | $674.9K | 0.04% | −1,275−6.9% | Reduced |
| New York State Common Retirement Fund | 17,768 | $701.7K | 0.00% | +17,768 | New |
| GWM Advisors LLC | 19,289 | $761.7K | 0.01% | +32+0.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,466 | $768.7K | 0.04% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 20,500 | $792.0K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 21,600 | $853.0K | 1.64% | +21,600 | New |
| D. E. Shaw & Co., Inc. | 21,852 | $862.9K | 0.00% | −401,758−94.8% | Reduced |
| Deutsche Bank AG | 21,967 | $867.5K | 0.00% | +60.0% | Added |
| Credit Suisse AG | 22,094 | $872.5K | 0.00% | −1,345−5.7% | Reduced |
| Optimas Capital Ltd | 23,800 | $939.9K | 1.09% | +23,800 | New |
| UG Investment Advisers Ltd. | 26,787 | $1.06M | 0.57% | 00.0% | Unchanged |
| Citigroup Inc | 27,465 | $1.08M | 0.00% | +18,780+216.2% | Added |
| Jacob Asset Management of New York LLC | 28,528 | $1.13M | 1.27% | +3,468+13.8% | Added |
| Prudential Financial Inc | 28,921 | $1.14M | 0.00% | +537+1.9% | Added |
| Ergoteles LLC | 29,512 | $1.17M | 0.06% | −2,924−9.0% | Reduced |
| Envestnet Asset Management Inc | 29,781 | $1.18M | 0.00% | −272,932−90.2% | Reduced |
| Northern Trust Corp | 33,017 | $1.30M | 0.00% | −1,449−4.2% | Reduced |
| Bridgewater Associates, LP | 36,368 | $1.44M | 0.01% | −868,857−96.0% | Reduced |
| Aperture Investors, LLC | 41,616 | $1.64M | 0.20% | −9,343−18.3% | Reduced |
| ExodusPoint Capital Management, LP | 42,379 | $1.67M | 0.02% | +42,379 | New |
| Janus Henderson Group PLC | 43,213 | $1.71M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 43,800 | $1.73M | 0.00% | −193,013−81.5% | Reduced |
| Ameriprise Financial Inc | 44,934 | $1.77M | 0.00% | +29,910+199.1% | Added |
| Prescott Group Capital Management, L.L.C. | 45,000 | $1.78M | 0.39% | +7,000+18.4% | Added |
| First Trust Advisors LP | 49,213 | $1.94M | 0.00% | +19,953+68.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 49,788 | $1.97M | 0.00% | +27,640+124.8% | Added |