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, Q3 2023
Institutional positions in New Oriental Education & Technology Group Inc. as of Sep 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
- 191
- +14 vs. Q2 2023
- Shares held
- 63.5M
- −1.68M (−2.6%) vs. Q2 2023
- Total value
- $3.73B
- +$1.17B (+45.9%) vs. Q2 2023
- New holders
- 41
- 56 more added
- Sold out
- 27
- 65 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding New Oriental Education & Technology Group Inc.; share changes are against Q2 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 | $234 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $352 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $644 | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $1.00K | 0.00% | +14 | New |
| Earnest Partners LLC | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 27 | $1.58K | 0.00% | −29−51.8% | Reduced |
| Venturi Wealth Management, LLC | 30 | $1.76K | 0.00% | +18+150.0% | Added |
| Assetmark, Inc | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 47 | $2.75K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $2.87K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 55 | $3.00K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 54 | $3.16K | 0.00% | −8−12.9% | Reduced |
| Farther Finance Advisors, LLC | 63 | $3.69K | 0.00% | +3+5.0% | Added |
| Capital Advisors, Ltd. LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 79 | $4.63K | 0.00% | −52−39.7% | Reduced |
| IFP Advisors, Inc | 180 | $10.5K | 0.00% | +180 | New |
| Hantz Financial Services, Inc. | 187 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 217 | $12.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 230 | $13.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $13.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 479 | $28.0K | 0.00% | +55+13.0% | Added |
| Lindbrook Capital, LLC | 683 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 855 | $50.1K | 0.01% | +48+5.9% | Added |
| China Universal Asset Management Co., Ltd. | 1,325 | $77.6K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,211 | $88.0K | 0.00% | +306+16.1% | Added |
| Atlas Capital Advisors LLC | 1,745 | $102.2K | 0.02% | +432+32.9% | Added |
| Carmignac Gestion | 1,929 | $113.5K | 0.00% | −180,176−98.9% | Reduced |
| AXA S.A. | 1,999 | $117.0K | 0.00% | +1,999 | New |
| Banque Cantonale Vaudoise | 2,275 | $133.0K | 0.01% | −107−4.5% | Reduced |
| Parallel Advisors, LLC | 2,552 | $149.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,823 | $165.3K | 0.00% | −57−2.0% | Reduced |
| Cutler Group LP | 2,868 | $167.0K | 0.03% | +2,615+1,033.6% | Added |
| Natixis | 3,000 | $175.7K | 0.00% | +3,000 | New |
| Leonteq Securities AG | 3,153 | $184.6K | 0.02% | −2,262−41.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,419 | $200.2K | 0.04% | +3,419 | New |
| Claro Advisors LLC | 3,528 | $206.6K | 0.05% | +3,528 | New |
| Quadrant Capital Group LLC | 3,602 | $210.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,690 | $216.1K | 0.00% | +115+3.2% | Added |
| Advisor Group Holdings, Inc. | 3,724 | $218.0K | 0.00% | −82−2.2% | Reduced |
| Afg Fiduciary Services Limited Partnership | 3,500 | $218.3K | 0.19% | +3,500 | New |
| Tower Research Capital LLC (TRC) | 4,091 | $239.5K | 0.01% | +1,165+39.8% | Added |
| Russell Investments Group, Ltd. | 4,095 | $239.8K | 0.00% | +4,095 | New |
| Beverly Hills Private Wealth, LLC | 4,202 | $246.0K | 0.07% | −4,676−52.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,202 | $246.0K | 0.01% | +4,202 | New |
| Jaffetilchin Investment Partners, LLC | 4,288 | $251.0K | 0.03% | +4,288 | New |
| XTX Topco Ltd | 4,314 | $252.6K | 0.04% | +4,314 | New |
| Caxton Associates LP | 4,454 | $260.8K | 0.04% | +4,454 | New |
| Woodward Diversified Capital, LLC | 4,470 | $261.7K | 0.19% | −1,030−18.7% | Reduced |
| Wrapmanager Inc | 4,653 | $272.4K | 0.09% | +4,653 | New |
| Citigroup Inc | 4,887 | $286.1K | 0.00% | −22,578−82.2% | Reduced |
| Vident Advisory, LLC | 5,062 | $296.4K | 0.01% | +5,062 | New |
| Cetera Advisor Networks LLC | 5,574 | $326.4K | 0.00% | −116−2.0% | Reduced |
| QP Wealth Management, LLC | 5,605 | $328.2K | 0.57% | +5,605 | New |
| Susquehanna International Group, LLP | 5,751 | $336.7K | 0.00% | −83,176−93.5% | Reduced |
| Royal Bank of Canada | 6,225 | $365.0K | 0.00% | +3,588+136.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,314 | $369.7K | 0.01% | −6,314−50.0% | Reduced |
| JustInvest LLC | 6,394 | $374.4K | 0.01% | −447−6.5% | Reduced |
| HighVista Strategies LLC | 6,400 | $374.7K | 0.17% | +6,400 | New |
| West Family Investments, Inc. | 6,957 | $407.3K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,379 | $432.0K | 0.00% | −11,910−61.7% | Reduced |
| Headlands Technologies LLC | 7,438 | $435.5K | 0.21% | +4,861+188.6% | Added |
| Squarepoint Ops LLC | 7,728 | $452.5K | 0.00% | +7,728 | New |
| TD Waterhouse Canada Inc. | 7,832 | $460.1K | 0.00% | −463−5.6% | Reduced |
| Wells Fargo & Company | 8,026 | $469.9K | 0.00% | +3,953+97.1% | Added |
| Brilliance Asset Management Ltd | 8,127 | $475.8K | 0.12% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,048 | $529.8K | 0.00% | −1,165−11.4% | Reduced |
| Crossmark Global Holdings, Inc. | 8,598 | $539.0K | 0.01% | +689+8.7% | Added |
| US Bancorp | 9,253 | $541.8K | 0.00% | +3,196+52.8% | Added |
| Itau Unibanco Holding S.A. | 9,500 | $556.2K | 0.02% | −800−7.8% | Reduced |
| State Street Corp | 9,540 | $558.6K | 0.00% | −160−1.6% | Reduced |
| Virtu Financial LLC | 10,221 | $598.0K | 0.06% | +10,221 | New |
| TownSquare Capital, LLC | 10,620 | $621.8K | 0.01% | −1,446−12.0% | Reduced |
| DFPG Investments, LLC | 10,881 | $735.8K | 0.07% | +10,881 | New |
| Farallon Capital Management, L.L.C. | 13,000 | $761.1K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 13,200 | $772.9K | 0.00% | −1,300−9.0% | Reduced |
| Ritholtz Wealth Management | 13,492 | $790.0K | 0.04% | +13,492 | New |
| Janney Montgomery Scott LLC | 13,556 | $794.0K | 0.00% | −175−1.3% | Reduced |
| Stifel Financial Corp | 13,593 | $795.9K | 0.00% | −1,774−11.5% | Reduced |
| Ameriprise Financial Inc | 13,769 | $806.2K | 0.00% | −31,165−69.4% | Reduced |
| Wetherby Asset Management Inc | 14,123 | $826.9K | 0.05% | −827−5.5% | Reduced |
| Rock Creek Group, LP | 15,303 | $896.0K | 0.12% | +15,303 | New |
| O'Neil Global Advisors, Inc. | 15,326 | $897.0K | 0.81% | +15,326 | New |
| LMR Partners LLP | 16,661 | $975.5K | 0.02% | +16,661 | New |
| Profund Advisors LLC | 17,541 | $1.03M | 0.06% | +451+2.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 19,466 | $1.14M | 0.05% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 19,716 | $1.15M | 0.02% | +19,716 | New |
| Engineers Gate Manager LP | 20,171 | $1.18M | 0.04% | +20,171 | New |
| DekaBank Deutsche Girozentrale | 20,500 | $1.22M | 0.00% | 00.0% | Unchanged |
| HAP Trading, LLC | 21,430 | $1.25M | 0.31% | +9,080+73.5% | Added |
| American Century Companies Inc | 21,909 | $1.28M | 0.00% | −84,202−79.4% | Reduced |
| Deutsche Bank AG | 22,572 | $1.32M | 0.00% | +605+2.8% | Added |
| Man Group plc | – | $1.35M | 0.00% | – | New |
| Gsa Capital Partners LLP | 28,013 | $1.64M | 0.14% | +14,692+110.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,474 | $1.67M | 0.00% | −21,314−42.8% | Reduced |
| Prudential Financial Inc | 29,059 | $1.70M | 0.00% | +138+0.5% | Added |
| Quaero Capital S.A. | 30,165 | $1.77M | 1.68% | +30,165 | New |
| Balyasny Asset Management LLC | 31,985 | $1.87M | 0.01% | +31,985 | New |
| Northern Trust Corp | 33,363 | $1.95M | 0.00% | +346+1.0% | Added |